EATONTOWN, N.J., Jan. 26, 2024 (GLOBE NEWSWIRE) -- Climb Channel Solutions, an international specialty technology distributor and wholly owned subsidiary of Climb Global Solutions, Inc. (NASDAQ:CLMB) has been named Distributor of the Year in both North America and EMEA by Wasabi Technologies, the hot cloud storage company, in the inaugural Wasabi Partner Network Awards. This new awards program recognizes Wasabi partners that have gone above and beyond in 2023, through outstanding growth, innovative solution ...

财务数据和关键指标变化 - 调整后总销售额(AGB)增长7%至2.819亿美元,主要由新老供应商的有机增长带动 [15] - 净销售额增长3%至7850万美元,主要反映了新老供应商的有机增长 [15] - 毛利增长6%至1430万美元,主要由新供应商和现有前20大供应商在北美和欧洲的有机增长带动,但部分被大客户利用提前付款折扣抵消 [16] - 毛利率保持稳定在5.1%,占净销售额的比例增至18.2% [16] - 销售及一般管理费用增加至1010万美元,占AGB的比例为3.6%,预计未来将随着全球业务规模扩大而下降 [17] - 净利润增长6%至240万美元,每股收益0.52美元 [18] - 调整后EBITDA增长2%至510万美元,调整后EBITDA利润率为34.5% [19] 各条业务线数据和关键指标变化 - 公司持续专注于精简供应商线卡,在第三季度评估了29个品牌,只签约了3个 [7][8] - 新签约的供应商包括人工智能和高性能数据中心解决方案供应商GigaIO,以及集成DevSecOps工具的网络安全解决方案供应商Security Compass [7][8] - 公司收购了总部位于爱尔兰都柏林的DataSolutions,这是一家专注于云和安全解决方案的安全分销商,在爱尔兰和英国有销售业务 [9] - DataSolutions拥有14个重点供应商合作伙伴,如Check Point、Citrix和Neustar,90%以上的2023财年收入来自现有合作伙伴 [9] - 公司的技术服务部门Cloud Know How已更名为Climb Global Services,以统一公司的运营部门品牌,提供更全面的解决方案和支持 [10] 各个市场数据和关键指标变化 - 公司在北美和欧洲市场的新老供应商均有机增长,但第三季度政府财年结束时有一些地区和产品类别出现疲软 [25] - 公司正在积极拓展欧洲市场,DataSolutions在爱尔兰市场占据主导地位,在英国市场也快速增长 [40][45] - 公司将探索在欧洲市场进行收购的机会,预计收购交易的估值倍数会略高于北美市场 [39] 公司战略和发展方向及行业竞争 - 公司将继续专注于精简供应商线卡,选择最具创新性的技术公司 [7] - 公司将继续通过收购来扩大服务和解决方案产品线,拓展新客户和新市场 [12][21] - 公司正在整合DataSolutions,寻求协同效应,如跨销售和营销团队合作,拓展现有供应商在欧洲的业务 [9][45] - 公司正在加强人工智能和安全解决方案的布局,以满足客户需求 [7][10] - 尽管面临宏观挑战,但公司的供应商和收购管线仍然强劲,客户对未来一年的前景保持乐观 [11] 管理层对经营环境和未来前景的评论 - 公司正密切关注宏观经济环境的变化,特别是大型竞争对手在硬件领域出现疲软的情况 [11] - 公司相信自身仍然处于有利位置,能够为客户和供应商创造价值和实现增长 [11] - 公司将保持谨慎的并购策略,选择能够立即为财务状况带来增益的目标 [12] - 公司对第四季度的表现保持乐观,有信心能够超越去年同期的出色业绩 [47] 问答环节重要的提问和回答 问题1 **Vince Colicchio 提问** 询问是否有任何供应商类别在季度内表现低于预期,以及10月份的整体业务趋势 [24] **Dale Foster 回答** 公司在第三季度末的政府财年结束时出现一些地区和产品类别的疲软,但整体前20大供应商和客户表现与预期一致。10月份的订单管线和新签约供应商情况良好 [25][26] 问题2 **Howard Rue 提问** 询问DataSolutions收购的一些财务细节,如收购对价、EBITDA倍数、第三季度的收入贡献等 [36][41] **Dale Foster 和Drew Clark 回答** DataSolutions的收购对价为1600多万美元,EBITDA倍数略低于市场平均水平。第三季度的收入贡献较小,但预计在第四季度和2024年将为公司带来立即的收益增长 [37][39][42]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 000-26408 Climb Global Solutions, Inc. (Exact name of registrant as specified in its charter) Delaware 13-3136104 (State or other jurisdiction ...

Climb Global Solutions (NASDAQ:CLMB) Q2 2023 Earnings Conference Call August 3, 2023 8:30 AM ET Company Participants Sean Mansouri - IR Advisor, Elevate IR Dale Foster - CEO Andrew Clark - CFO Conference Call Participants Vincent Colicchio - Barrington Research Operator Good morning, everyone, and thank you for participating in today's conference call to discuss Climb Global Solutions' financial results for the Second Quarter Ended June 30, 2023. Joining us today are Climb's CEO, Mr. Dale Foster; the compan ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 000-26408 Climb Global Solutions, Inc. (Exact name of registrant as specified in its charter) Delaware 13-3136104 (State or other jurisdiction of ( ...

公司概况 - 公司专注于新兴技术领域，云计算和数据中心技术软件分销，全球拥有超过7000个客户和供应商，并在市场上建立了100多个合作伙伴关系[11] - 公司管理团队经验丰富，将公司从“接单员”转变为“销售和营销”文化，带来了新的增长[11] 投资和收购 - 公司在2022年完成了第三次增值收购，继续扩大投资组合，符合公司的投资回报率要求[29] 财务数据 - 调整后的 EBITDA 为 2023 年第一季度为 5,659 万美元，较去年同期增长了 31.7%[33] - 股票补偿费用在 2023 年第一季度为 529 万美元[33] - 调整后的毛额账单为 2023 年第一季度为 3,067.12 万美元，较去年同期增长了 15.2%[34]

Climb Global Solutions (NASDAQ:CLMB) Q1 2023 Earnings Conference Call May 4, 2023 8:30 AM ET Company Participants Sean Mansouri - IR Advisor, Elevate IR Dale Foster - CEO Andrew Clark - CFO Conference Call Participants Vincent Colicchio - Barrington Research Operator Good morning, everyone, and thank you for participating in today's Conference Call to discuss Climb Global Solutions' Financial Results for the First Quarter Ended March 31, 2023. Joining us today are Climb's CEO, Mr. Dale Foster; the company's ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 000-26408 Climb Global Solutions, Inc. (Exact name of registrant as specified in its charter) Delaware 13-3136104 (State or other jurisdiction of ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the transition period from to Commission file number: 000-26408 CLIMB GLOBAL SOLUTIONS, INC. (Exact name of registrant as specified in its charter) Delaware 13-3136104 (State or other jurisdiction of ...