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Mavenir 正式上线面向加勒比运营商 SETAR 的多租户融合计费系统
Globenewswire· 2025-09-03 12:35
SETAR 采用 Mavenir 的数字赋能解决方案,部署具备前瞻性的多租户统一计费系统,以精简运营流程、加快产品上市、支持下一代服务的变现。理查森,德克萨斯州, Sept. 03, 2025 (GLOBE NEWSWIRE) -- 云原生网络基础设施提供商 Mavenir 今日宣布,已成功完成并正式上线了融合计费系统 (CCS) 改造项目,为加勒比海岛国阿鲁巴的全方位电信服务主要提供商 SETAR 提供支持。这款云原生多租户融合计费系统目前正为阿鲁巴的 SETAR N.V. 运营提供支持,并使 SETAR 能够向邻近的博内尔岛移动运营商 KLA 提供“计费即服务” (Charging as a Service) 解决方案。 这套集中式系统依托 Mavenir 的数字赋能 (MDE) 解决方案,将 SETAR 以往针对各岛屿的传统计费基础设施升级为统一的多租户系统。这款可互操作式开放系统基于全容器化架构,部署于阿鲁巴,可通过优化和简化实时计费与结算运营流程,大幅节约资本支出 (CAPEX) 和运营支出 (OPEX)。SETAR 还将受益于大幅降低的硬件和维护开销,同时实现两座岛屿系统自动同步变更。 现如今,借 ...
Full Truck Alliance .(YMM) - 2025 Q2 - Earnings Call Transcript
2025-08-21 13:00
Financial Data and Key Metrics Changes - Total net revenue reached RMB3.24 billion, a 17.2% year-over-year increase, driven by a 39.4% surge in transaction service revenue to RMB1.33 billion [9][19] - Non-GAAP adjusted operating income rose to RMB1.23 billion, up 76% year-over-year, while non-GAAP adjusted net income increased by 39.3% to RMB1.35 billion [10][22] - Basic income per ADS was RMB1.2, compared to RMB0.79 in the same period of 2024, indicating significant growth in profitability [23] Business Line Data and Key Metrics Changes - Fulfilled orders totaled 60.8 million, a 23.8% year-over-year increase, with a fulfillment rate reaching 40.7%, an improvement of approximately seven percentage points [6][8] - Average shipper MAUs exceeded 3,160,000, a 19.3% year-over-year increase, while shipper members surpassed 1,200,000 [7][14] - Active truckers fulfilling orders rose to 4,340,000, up approximately 9% year-over-year, with trucker membership approaching 1,000,000 [7][15] Market Data and Key Metrics Changes - The average fulfillment rate among low and medium frequency direct shippers approached 60%, up almost 10 percentage points year-over-year [13] - Monetized order penetration reached 86.7%, up more than five percentage points from the prior year, indicating improved monetization efficiency [16] Company Strategy and Development Direction - The company aims to remain user-centric, focusing on strengthening the shipper and trucker ecosystems, expanding into new markets, and driving digital transformation in logistics [10] - The company plans to increase freight brokerage service fees to reduce reliance on government subsidies, which may lead to a decline in transaction volume but is expected to optimize revenue structure in the long run [23][24] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about continued growth in fulfilled orders despite macro uncertainties, attributing this to strong market position and ongoing user structure optimization [31] - The company anticipates a significant decline in freight brokerage transaction volume due to increased fees but expects limited impact on transaction service business [24][48] Other Important Information - The company has implemented measures to protect truckers' rights and ensure timely payments, enhancing the overall trading environment [42][44] - A strategic shift in the entrusted shipment service has been made to focus on full truckload transactions, which are expected to improve user experience and revenue stability [52][54] Q&A Session Summary Question: What are the key factors driving the growth in fulfilled orders? - Management attributed the growth to user base expansion, optimization of shipper user structure, and product/service upgrades, with a strong performance from low and medium frequency direct shippers [28][30] Question: What are the main drivers behind the growth in monthly active shippers? - Growth was driven by improved user acquisition efficiency and enhancements to product experience, with a focus on direct shippers over intermediaries [36][39] Question: What measures have been put in place in response to the industry self-regulation convention? - The company has strengthened oversight of shippers, provided support for truckers, and enhanced communication channels to foster a fair trading environment [42][44] Question: What operational changes have been made in the freight brokerage service? - The company increased fee rates to cover rising costs and focused on customer communication and retention, with early observations indicating stable user retention post-adjustment [46][47] Question: How did the entrusted shipment business perform in the second quarter? - The company streamlined its entrusted shipment service to focus on full truckload transactions, which are expected to enhance user experience and revenue stability [52][54]