财兴基金创始人表示，投资啵特叮咚是基于其在云通信与智能营销领域的强大技术实力和市场潜力。公 司拥有一支高素质的团队，其自主研发的AI平台和反欺诈系统在市场上具有显著优势。此外，啵特叮 咚的业务布局契合当前数字化转型的趋势，未来发展前景广阔。 《商道创投网》创投生态圈·本轮投融观点是什么？ 商道创投网创始人王帥表示，当前政府出台了一系列支持创业投资的政策文件，鼓励企业通过技术创新 推动行业发展。啵特叮咚的本轮融资正是这一趋势的体现。从行业角度来看，云通信与智能营销赛道正 处于快速发展阶段，企业通过融资加速技术研发和市场拓展，有助于提升行业整体竞争力。对于创投机 构而言，投资具有潜力的项目不仅是对资金的有效配置，也是对行业发展的有力支持。同时，这也体现 了融资方的创业精神和对赛道的坚定信心，相信其能够在激烈的市场竞争中脱颖而出。 啵特叮咚是一家专注于全球云通信与智能营销服务的高科技企业。公司依托自主研发的AI平台，深度 挖掘数据价值，为客户提供精准的用户画像和预测性投放服务。其核心业务涵盖智能营销、通信运营以 及反欺诈系统开发等领域，通过技术创新有效提升广告点击率和投资回报率，同时降低获客成本，保障 营销活动的真 ...

IDT Corporation FY Conference Summary Company Overview - IDT Corporation is a global provider of fintech, cloud communications, and traditional communication solutions with a market cap of $1.5 billion, recently increased to approximately $1.6 billion, reflecting an 80% growth over the past year [1][4] - The company operates under four segments: national retail, BOSS money, net to phone, and traditional communications [1] Financial Performance - IDT is profitable with a solid balance sheet, holding $224 million in cash and no debt, allowing for strategic flexibility [2][5] - The company increased its dividend payout by 20% and repurchased $16 million worth of shares over the last twelve months [2] - For the third quarter of fiscal year 2025, IDT generated $120.4 million in adjusted EBITDA, with expectations to reach at least $126 million for the full fiscal year [30][31] Key Business Segments National Retail Solutions (NRS) - NRS operates the largest point of sale (POS) platform for independent retailers in the U.S., with 35,600 active terminals across approximately 31,000 stores [7][8] - The addressable market for NRS is estimated at 200,000 independent stores, indicating an 82% market opportunity remaining [9] - Recurring revenue for NRS increased 23% year-over-year to $29.4 million, with a 70% compound annual growth rate (CAGR) [11] - NRS's adjusted EBITDA for Q3 was $7.2 million, with an EBITDA margin of 23% [17] BOSS Money - BOSS Money is IDT's international money remittance business, generating over 90% of the fintech segment's revenue [18] - Digital transaction volume increased by 32% in Q3, while send volume rose by 40% [21] - Digital revenue for BOSS Money grew 31% to $24.5 million in Q3, with an annualized growth rate of 27% [21] - The fintech segment turned adjusted EBITDA positive last year, generating over $5 million in Q3 with a 13% margin [23] Net2Phone - Net2Phone provides cloud-based communication services, serving 415,000 seats across North and South America [25] - Subscription revenue increased by 7%, with adjusted EBITDA jumping 50% year-over-year to $3.2 million [26] - The company is focusing on migrating customers to premium plans and AI-powered features to drive growth [26] Traditional Communications Segment - This segment generated $867 million in revenue over the trailing twelve months, accounting for 71% of IDT's consolidated revenue [28] - Despite a revenue decrease of 5%, adjusted EBITDA increased by 30% to $19.3 million due to cost reductions and pricing execution [29] Strategic Initiatives and Future Outlook - IDT is exploring acquisition opportunities primarily in high-growth segments like NRS and BOSS Money, aiming to enhance scale and operational efficiencies [35][38] - The company is leveraging AI technology to improve customer service and operational efficiency across its segments [41][42] - Management is cautious about regulatory changes and cybersecurity risks, which could impact business operations [47] Conclusion - IDT Corporation is positioned for continued growth with a strong balance sheet, a diversified portfolio of high-margin businesses, and a strategic focus on leveraging technology and acquisitions to enhance its market position [31][35]

智通财经APP获悉，据港交所4月30日披露，北京讯众通信技术股份有限公司(简称：讯众股份)再次向港交所主板提交上市申请，星展银行为独家保荐人。据 悉，该公司曾于2024年7月26日向港交所递交过上市申请。 招股书显示，按2023年收入排名计，讯众股份是中国最大的全栈式云通信服务提供商。公司市场份额占2023年中国云通信服务市场总收入的1.8%。根据弗 若斯特沙利文的资料，公司是中国最早提供云通信服务的提供商之一。此外，根据同一消息来源，公司是中国少数能够提供AI驱动的通信服务的提供商之 一。通信平台即服务，亦称为CPaaS，是公司业务的核心，于往绩记录期间占收入的80%以上。 于往绩记录期间，讯众股份云通信服务的客户主要包括技术服务提供商、软件及信息技术公司、金融机构以及一家电信运营商。基于项目的通信解决方案客 户主要包括政府实体及国有企业等公共部门客户。于往绩记录期间各年度，来自五大客户的收入合共分别占于2022年、2023年及2024年总收入的约41.8%、 36.7%及35.3%。于往绩记录期间各年度，来自最大客户的收入分别占于2022年、2023年及2024年总收入的约12.3%、9.7%及11.4% ...

➢ 国际业务增速亮眼，云通信出海塑造全新增长极。2024 年，公司国际业务 增长迅速，实现营收 9.01 亿元，同比增长 48.74%。梦网国际通过与全球多家运 营商达成合作，成功构建了一个强大的国际通信能力网络，覆盖了全球 220 多个 国家和地区、1200 余家运营商的国际通道资源。公司构建了快速触达和连接海 外消费者的国际云通信平台，并向海外运营商输出全渠道服务的国际通信能力， 为客户出海在业务合规、降低成本、高效开展、双向赋能上提供全面优质的服务。 云通信平台为客户提供了通过不同的触达通道，例如国际云短信、RBM、 WhatsApp、viber、Voice 语音验证码等产品，实现了多渠道触达的能力，确保 客户信息的保底到达，以提高客户的运营效率和用户体验。2024 年 8 月，公司 获得中国香港通讯事务管理局办公室（OFCA）扩大服务范围，增加移动虚拟网 络运营商（MVNO）服务许可，国际通信的业务范围显著扩展。 ➢ 5G 富媒体消息规模化推进，与三大运营商深度合作。公司通过 5G 天慧平 台进行业务整合，实现了 5G 阅信基础能力全链路功能。5G 阅信围绕富媒体业 务提供了全方位的核心能力建设，为企 ...

Ooma, Inc. (NYSE:OOMA) Q4 2025 Earnings Conference Call March 4, 2025 5:00 PM ET Corporate Participants Matt Robison - Director, IR and Corporate Development Eric Stang - Chief Executive Officer Shig Hamamatsu - Chief Financial Officer Conference Call Participants Alinda Li - William Blair Brian Kinstlinger - Alliance Global Partners Josh Nichols - B. Riley Max Michaelis - Lake Street Capital Markets Matthew Harrigan - The Benchmark Company Operator Thank you for standing by, and welcome to the OOma Inc., F ...