EverCommerce Inc. (NASDAQ:EVCM) Q4 2024 Earnings Conference Call March 13, 2025 5:00 PM ET Company Participants Brad Korch - Senior Vice President & Head, Investor Relations Eric Remer - Chairman & Chief Executive Officer Ryan Siurek - Chief Financial Officer Matt Feierstein - President Evan Berlin - Chief Executive Officer, EverHealth Conference Call Participants Bhavin Shah - Deutsche Bank Alex Sklar - Raymond James Mike Richards - RBC Capital Markets Aaron Kimson - Citizens Kirk Materne - Evercore ISI Op ...

Sprinklr (CXM) Q4 2025 Earnings Call March 12, 2025 08:30 AM ET Company Participants Eric Scro - VP - Finance & Head of Investor RelationsRory Read - President & CEOManish Sarin - Chief Financial OfficerPinjalim Bora - Executive DirectorArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsElizabeth Porter - Executive DirectorJackson Ader - Managing Director Conference Call Participants Patrick Walravens - AnalystParker Lane - Analyst Operator Greetings and welcome to the Sprinklr Q4 Fiscal Year ...

Sprinklr (CXM) Q4 2025 Earnings Call March 12, 2025 08:30 AM ET Company Participants Eric Scro - VP - Finance & Head of Investor RelationsRory Read - President & CEOManish Sarin - Chief Financial OfficerPinjalim Bora - Executive DirectorArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsElizabeth Porter - Executive DirectorJackson Ader - Managing Director Conference Call Participants Patrick Walravens - AnalystParker Lane - Analyst Operator Greetings and welcome to the Sprinklr Q4 Fiscal Year ...

SmartRent, Inc. (NYSE:SMRT) Q4 2024 Earnings Conference Call March 5, 2025 11:30 AM ET Company Participants Kristen Lee – Chief Legal Officer Shane Paladin – President and Chief Executive Officer Daryl Stemm – Chief Financial Officer Conference Call Participants Ryan Tomasello – KBW Tom White – D.A. Davidson Barry Oxford – Colliers International Operator Thank you for standing by. My name is Novi, and I will be your conference operator today. At this time, I would like to welcome everyone to the SmartRent, ...

Financial Data and Key Metrics Changes - Revenue for Q4 2024 was $37 million, representing a 5% increase both quarter-over-quarter and year-over-year [11][12] - Average paid members increased slightly to 687,000, while interchange revenue reached $5.1 million, a 62% increase year-over-year [12][11] - Operating cash flow was $7.4 million, and free cash flow was $6.3 million, with a net loss of $1.3 million [12][14] - For fiscal year 2024, total revenue was $139.2 million, with a net loss of $10.1 million and non-GAAP net income of $23.5 million [14][15] - Free cash flow for fiscal year 2024 was $23.9 million, a 4,200% increase year-on-year [14][15] Business Line Data and Key Metrics Changes - The Expensify card grew 11% quarter-on-quarter to $5.1 million, with interchange growing 54% year-on-year to $17.2 million [18][19] - The company successfully completed the migration of its card program, simplifying its accounting structure [19][20] - The launch of Expensify Travel is expected to add fee-based and transactional revenue opportunities, with high customer enthusiasm noted [21][22] Market Data and Key Metrics Changes - In January, the number of paid members was 665,000, which is lower than Q4 but consistent with seasonal trends [20][21] - The company noted significant seasonality in Q1, which is expected [20] Company Strategy and Development Direction - The company continues to focus on bottom-up adoption and the payment super app strategy, which remains a sound approach [24][25] - AI integration is a significant focus, with the introduction of chat-based functionalities aimed at enhancing user experience and operational efficiency [25][26] - The company aims to leverage its unique data access for AI training, enhancing its competitive edge in expense management [39][40] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about achieving profitability soon, with a focus on improving operational efficiency through AI [12][15] - The initial guidance for 2025 is set at $16 million to $20 million in free cash flow, reflecting a conservative approach due to macroeconomic uncertainties [17][18] - The company is excited about the potential of its AI-driven features, which are expected to enhance user engagement and operational efficiency [25][26] Other Important Information - The company has reduced its debt by $22.7 million and is now debt-free, which is a significant achievement [22][23] - The company is committed to continuous improvement and innovation, with a focus on AI and automation to enhance its service offerings [48][49] Q&A Session Summary Question: Understanding AI capabilities and integration with third-party systems - Management confirmed that existing AI capabilities like concierge and SmartScan are operational, while more advanced features are under development [68][69] - Integration with third-party systems like Slack is possible, but the core functionalities are best utilized within the Expensify app [72][73] Question: Driving broader adoption of the chat functionality - Management noted that customer migration to the new system has been sticky, with users generally satisfied with the experience [77][78] - The chat-centric features are expected to demonstrate value and encourage broader adoption through proactive engagement [80][81] Question: Adoption and future outlook for Expensify Travel - Initial enthusiasm for Expensify Travel has been high, with account managers reporting significant interest following the launch [84][85] - The company anticipates that, similar to the Expensify card, travel services will grow and contribute meaningfully to revenue over time [86]

以下文章来源于智能进化论 ，作者小葳 智能进化论 . 解读商业进化背后的科技密码，专注云计算、AI、数字化转型领域深度报道 2025年年初，国内CRM赛道格局发生巨变。 2025年2月14日，销售易与腾讯宣布战略合作再升级，腾讯集团副总裁、政企业务总裁李强将兼任销售易董事 长，销售易创始人史彦泽继续担任CEO。 根据官方资料，双方将以「行业化+生态化」双轮驱动，深入大制造、高科技、央国企、汽车等重点行业，加强 销售易在国内市场的快速渗透以及国际市场的布局与发展，共同开拓SaaS赛道增长新机遇。 成立于2011年的销售易是国内CRM领域头号玩家，服务大中型企业客户超过5000家，也是唯一入选Gartner销售 自动化魔力象限的中国CRM厂商。 销售易与腾讯的合作由来已久。从2017年开始，腾讯就持续投资销售易，2019年销售易获得来自腾讯独家的1.2 亿美元E轮融资，至今仍保持着国内CRM赛道单笔最大融资纪录。此后，腾讯成为销售易控股股东。 销售易与腾讯的深度联姻将如何影响中国CRM行业的竞争版图？对SaaS创业者、投资者和客户又将带来哪些影 响？ 目前看，双方通过"独立运营+战略生态协同"的模式，推动中国CR ...

Olo Inc. (NYSE:OLO) Q4 2024 Results Conference Call February 25, 2025 5:00 PM ET Company Participants Gary Fuges - Senior Vice President of Investor Relations Noah Glass - Founder and Chief Executive Officer Peter Benevides - Chief Financial Officer Conference Call Participants Connor Passarella - Truist Securities Mike Richards - RBC Capital Markets Clarke Jefferies - Piper Sandler Eric Martinuzzi - Lake Street Stephen Sheldon - William Blair Operator Greetings, and welcome to the Olo Fourth Quarter 2024 E ...

Amplitude, Inc. (NASDAQ:AMPL) Q4 2024 Earnings Conference Call February 19, 2025 5:00 PM ET Company Participants John Streppa - Head, Investor Relations Spenser Skates - Chief Executive Officer & Co-Founder Andrew Casey - Chief Financial Officer Conference Call Participants Brent Bracelin - Piper Sandler Koji Ikeda - Bank of America Clark Wright - DA Davidson Kyle Diehl - KeyBanc Nick Altmann - Scotiabank Taylor McGinnis - UBS Ashley Kim - Citi Arjun Bhatia - William Blair Rob Oliver - Baird Elizabeth Porte ...