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Blink(BLNK) - 2024 Q1 - Earnings Call Transcript
2024-05-10 08:05
财务数据和关键指标变化 - 公司第一季度收入同比增长73%,达到3760万美元,创下历史新高 [9][21] - 服务收入同比增长72%,达到820万美元 [21][27] - 充电服务收入同比增长74%,达到500万美元 [9] - 网络服务费收入同比增长27%,达到210万美元 [9] - 公司整体毛利率达到36%,同比提高15个百分点 [22] - 经营费用同比下降13%,减少450万美元 [23] - 调整后EBITDA亏损同比收窄760万美元,达到1020万美元 [24] - 每股亏损从0.53美元下降到0.17美元 [24] 各条业务线数据和关键指标变化 - 产品销售收入同比增长68%,达到2750万美元 [21] - 服务收入占总收入的比重从75-80%下降到70% [62] - 公司正在通过SKU整合、印度工厂投产等措施来提升产品毛利率 [74][75] 各个市场数据和关键指标变化 - 欧洲充电服务收入持续快速增长,利用率不断提升 [60] - 公司在欧洲继续赢得新的充电站部署合同 [60] - 美国市场方面,公司正积极参与NEVI和CFI等政府补贴项目 [84][85][86] 公司战略和发展方向及行业竞争 - 公司正在通过垂直整合、成本控制等措施来提升盈利能力,目标是在2024年底实现正EBITDA [32][39][48] - 公司正在开发能源管理等SaaS服务,以提高收入的可持续性和利润率 [69][70] - 公司看到行业内部分竞争对手正在减少业务规模,认为这为公司带来了增长机会 [12][16] - 公司将专注于盈利能力和现金流,不会进行任何股权融资或稀释性活动 [39] 管理层对经营环境和未来前景的评论 - 第一季度表现强劲,但4月订单有所下降,公司正在密切关注市场变化 [12] - 预计下半年将有更多增长机会,因为部分竞争对手正在退出或缩小业务规模 [12] - 公司有信心在2024年底实现正EBITDA,并维持全年33%的毛利率目标 [12][30] - 公司有足够的现金储备来实现EBITDA正转的目标 [13][29] 问答环节重要的提问和回答 问题1 **Chris Pierce 提问** 询问4月订单下降的原因,以及特斯拉退出L2充电市场是否为公司带来机会 [35][36] **Brendan Jones 回答** 公司收到了大量特斯拉退出L2市场的相关询盘,并有信心利用自身产品和服务优势来抓住这一机会 [36] 问题2 **Craig Irwin 提问** 询问公司如何通过成本控制等措施来实现2024年底正EBITDA的目标 [47][48] **Brendan Jones 和 Michael Battaglia 回答** 公司正在进行一系列成本优化措施,包括BlueLA业务的剥离、非核心资产的出售等,预计这些措施将为公司带来大幅成本节省 [48][49][50] 问题3 **Sameer Joshi 提问** 询问公司在能源管理解决方案方面的发展情况 [68][69] **Brendan Jones 和 Michael Rama 回答** 公司正在开发欧洲和美国市场的能源管理服务,这些服务需要与公司的充电网络进行整合,未来将成为公司新的收入来源 [69][70]
Blink(BLNK) - 2024 Q1 - Earnings Call Presentation
2024-05-10 06:10
FIRST QUARTER 2024 EARNINGS RESULTS ...
Blink(BLNK) - 2024 Q1 - Quarterly Results
2024-05-10 04:15
Exhibit 99.1 BLINK CHARGING ANNOUNCES FIRST QUARTER REVENUE GROWTH OF 73% TO $37.6 MILLION AND GROSS MARGIN OF 36% ● First quarter 2024 total revenues increased 73% to $37.6 million compared to $21.7 million in first quarter of 2023 ● 68% increase in product revenues to $27.5 million in first quarter of 2024 compared to $16.4 million in first quarter of 2023 ● 72% increase in service revenues to $8.2 million in first quarter of 2024 compared to $4.8 million in first quarter 2023 ● 195% increase in gross pro ...
BLINK CHARGING ANNOUNCES FIRST QUARTER REVENUE GROWTH OF 73% TO $37.6 MILLION AND GROSS MARGIN OF 36%
Newsfilter· 2024-05-10 04:02
●First quarter 2024 total revenues increased 73% to $37.6 million compared to $21.7 million in first quarter of 2023 ●68% increase in product revenues to $27.5 million in first quarter of 2024 compared to $16.4 million in first quarter of 2023 ●72% increase in service revenues to $8.2 million in first quarter of 2024 compared to $4.8 million in first quarter 2023 ●195% increase in gross profit to $13.4 million in first quarter of 2024 compared to $4.5 million in first quarter of 2023 ●36% gross margin in f ...
Trade of the Day: Buy Blink Charging (BLNK) Stock Call Options Ahead of Q1 Earnings
InvestorPlace· 2024-05-09 20:39
Blink Charging (NASDAQ:BLNK) will disclose its quarterly results after market close today, setting up a high-risk wager. Presently, the EV sector is suffering from a significant demand drop. At the same time, it requires public charging solutions. Therefore, it’s possible that BLNK stock could shoot higher, offering a viable (albeit extremely speculative) opportunity.To be sure, the EV sector itself is a treacherous one. Most notably, industry stalwart Tesla (NASDAQ:TSLA) finds itself down almost 30% on a y ...
Blink Charging Launches New Preventative Maintenance Program, Blink Care
Newsfilter· 2024-05-08 20:15
Blink Care is an optional maintenance program designed to reduce charger downtime and provide a more seamless charging experience. Bowie, Md., May 08, 2024 (GLOBE NEWSWIRE) -- Blink Charging Co. (NASDAQ:BLNK) ("Blink" or the "Company"), a leading global manufacturer, owner, operator and provider of electric vehicle (EV) charging equipment and services, today announced the launch of Blink Care, a new, optional preventative maintenance program aimed at maximizing customer satisfaction and ensuring charger rel ...
Blink Charging Selected as Official Electric Vehicle Charger and Network Services Provider for State of New York
Newsfilter· 2024-05-02 20:15
Blink to provide expanded charging infrastructure and support a more sustainable future for the state. Bowie, Md., May 02, 2024 (GLOBE NEWSWIRE) -- Blink Charging Co. (NASDAQ:BLNK) ("Blink" or the "Company"), a leading global manufacturer, owner, operator and provider of electric vehicle (EV) charging equipment and services, has announced it has secured a contract as an official EV charging provider for the state of New York. The agreement sets the stage for Blink Charging and New York to electrify state an ...
Blink Charging to Host First Quarter 2024 Conference Call on Thursday, May 9, 2024
Newsfilter· 2024-04-26 03:00
公司财报公布 - Blink Charging Co. (NASDAQ:BLNK)将于2024年5月9日公布第一季度财报[1] - 可通过Blink Charging网站或电话参与财报电话会议[2] 公司业务 - Blink Charging是全球领先的电动汽车充电设备和服务提供商,致力于推动电动交通[3]
Blink Charging to Host First Quarter 2024 Conference Call on Thursday, May 9, 2024
GlobeNewsWire· 2024-04-26 03:00
公司财报公布 - Blink Charging Co. (NASDAQ:BLNK)将于2024年5月9日公布第一季度财报[1] - 可通过Blink Charging网站或电话参与财报电话会议[2][3] 公司背景介绍 - Blink Charging是全球领先的电动汽车充电设备和服务提供商,拥有创新的充电解决方案[3]
Blink Charging UK Teams Up with Evri to Support Courier's Vision to Electrify Fleet
Newsfilter· 2024-04-24 20:30
In first steps, Blink Charging UK will provide twelve chargers at high volume sorting center in Rugby, UK London, UK, April 24, 2024 (GLOBE NEWSWIRE) -- Blink Charging UK, a subsidiary of leading global EV charging provider, Blink Charging Co., has collaborated with Evri, the UK's biggest dedicated parcel delivery company, to install one of Evri's first EV charging hubs at its sorting center in Rugby, UK. The charging site is the first step in a larger program which will see new EV chargers installed at Evr ...