Digi International Inc. (NASDAQ:DGII) Q3 2023 Results Conference Call August 3, 2023 10:00 AM ET Company Participants Jamie Loch - EVP, CFO & Treasurer Ron Konezny - President, CEO & Director Conference Call Participants Tommy Moll - Stephens Inc Mike Walkley - Canaccord Genuity Harsh Kumar - Piper Sandler Scott Searle - ROTH MKM Derek Soderberg - Cantor Fitzgerald Operator Good day and thank you for standing by. Welcome to the Q3 2023 Digi International Inc. Earnings Conference Call. At this time, all part ...

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 number: 001-34033 DIGI INTERNATIONAL INC. (Exact name of registrant as specified in its charter) Delaware 41-1532464 (State or other jurisdiction ...

Digi International, Inc. (NASDAQ:DGII) Q2 2023 Earnings Conference Call May 4, 2023 10:00 AM ET Company Participants James Loch - EVP, CFO & Treasurer Ronald Konezny - President, CEO & Director Conference Call Participants Thomas Moll - Stephens Inc. Scott Searle - ROTH MKM Anthony Stoss - Craig-Hallum Derek Soderberg - Cantor Fitzgerald & Co. Michael Walkley - Canaccord Genuity Harsh Kumar - Piper Sandler & Co. Operator Good day, and thank you for standing by. Welcome to the Digi International second fisca ...

全球领先地位 - 公司是全球领先的业务和关键物联网连接产品、服务和解决方案提供商[70] IoT业务表现 - IoT产品和服务部门的营收为1.11亿美元，同比增长17%[75] - IoT产品和服务部门的毛利率为56.6%，较去年同期提高1.7个百分点[75] 财务表现 - 每股稀释收益为0.16美元，同比增长100%[75] - 调整后的净收入和每股调整后的净收入为1820万美元，每股0.50美元，同比增长22%[75] - 调整后的EBITDA为2400万美元，同比增长22%[75] 市场表现 - 年化重复收入（ARR）为9900万美元，季末同比增长10%[75] - 公司在中国市场创下了iPhone销售收入纪录，达到967.7亿美元[110] 风险暴露 - 公司暴露于与利率变动和外汇汇率变动相关的市场风险[110]

财务数据和关键指标变化 - 公司创下了收入、经常性收入(ARR)和经调整EBITDA的新季度纪录 [7][8] - 公司连续第一个100目标,实现了超过1亿美元的收入 [7] - 公司正在逐步实现其剩余的100万美元ARR和100万美元经调整EBITDA的目标 [7] 各条业务线数据和关键指标变化 - 公司各个业务线包括SmartSense、Ventus和产品与服务都实现了同比增长 [50][54] - 5G技术在零售等行业开始获得更多应用,带动了公司的蜂窝路由器和网关业务 [50] 各个市场数据和关键指标变化 - 尽管欧洲受到乌克兰战争和通胀等因素影响,但公司在欧洲的表现优于预期 [44] - 公司在北美、欧洲和其他地区的业务均有良好表现,实现了全球性的均衡增长 [38] 公司战略和发展方向及行业竞争 - 公司正在加大投资,改善客户体验,加快差异化解决方案的交付,推动ARR增长 [9] - 公司正在从硬件销售向解决方案和订阅服务转型,目标是实现100%附加率 [57][58][66][73] - 公司正在整合Ventus业务,并考虑未来的并购机会,但当前优先减少负债 [26][27][28] 管理层对经营环境和未来前景的评论 - 公司认为需求持续旺盛,但受限于供应链,未来能否超出预期取决于获得更多供应 [14][16][23] - 公司对2023财年的前景更加乐观,但仍保持谨慎,因为供应链挑战尚未完全解决 [13][14][16] 问答环节重要的提问和回答 问题1 **Tommy Moll 提问** 公司对2023财年前景更加乐观的原因是什么,是否主要由于第一季度超预期表现,还是供应链和需求环境有所改善 [13] **Ron Konezny 回答** 需求持续旺盛,公司表现主要受限于供应链,第一季度获得更多供应使公司超出预期,未来能否超出预期取决于获得更多供应 [14] 问题2 **Harsh Kumar 提问** 公司是否还在错失一些收入机会,如果是,大致规模是多少 [23] **Ron Konezny 回答** 公司仍在错失双位数百万美元的收入机会,随着供应链的改善,这种情况可能会有所缓解 [23] 问题3 **Scott Searle 提问** 公司对第二季度收入和利润率下滑的预期是否谨慎,有何依据 [48] **Ron Konezny 回答** 公司对关键组件的可获得性做了谨慎假设,尽管制造商准备就绪,但仍存在一些供应瓶颈,公司不想过于乐观 [48]

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: 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: 001-34033 DIGI INTERNATIONAL INC. (Exact name of registrant as specified in its charter) Delaware 41-1532464 (State or other jurisdict ...

Digi International Inc. (NASDAQ:DGII) Q4 2022 Earnings Conference Call November 10, 2022 10:00 AM ET Company Participants Ron Konezny - President and Chief Executive Officer Jamie Loch - Chief Financial Officer Conference Call Participants Harsh Kumar - Piper Sandler Tommy Moll - Stephens Anthony Stoss - Craig-Hallum Derek Soderberg - Cantor Operator Good day and thank you for standing by. Welcome to Digi International’s Fourth Fiscal Quarter 2022 Conference Call. [Operator Instructions] Please be advised t ...

Digi International Inc. (NASDAQ:DGII) Q3 2022 Earnings Conference Call August 4, 2022 10:00 AM ET Company Participants Ron Konezny - President and Chief Executive Officer Jamie Loch - Chief Financial Officer Conference Call Participants Harsh Kumar - Piper Sandler Tommy Moll - Stephens Mike Walkley - Canaccord Genuity Anthony Stoss - Craig-Hallum Scott Searle - ROTH Capital Partners Operator Hello. Thank you for standing by and welcome to the Fiscal Third Quarter 2022 Digi International Earnings Conference ...

Digi International Inc. (NASDAQ:DGII) Q2 2022 Earnings Conference Call May 4, 2022 5:00 PM ET Company Representatives Ron Konezny - President, Chief Executive Officer James Loch - Senior Vice President, Chief Financial Officer Conference Call Participants Sam Sheldon - Punch & Associates Operator Good day! And thank you for standing by. Welcome to the Fiscal Second Quarter 2022 Digi International Inc., Earnings Conference Call. At this time all participants are in a listen-only mode. After the speaker's pre ...

Digi International Inc. (NASDAQ:DGII) Q1 2022 Earnings Conference Call February 2, 2022 5:00 PM ET Company Participants James Loch - SVP & CFO Ronald Konezny - President & CEO Conference Call Participants Harsh Kumar - Piper Sandler Disclaimer*: This transcript is designed to be used alongside the freely available audio recording on this page. Timestamps within the transcript are designed to help you navigate the audio should the corresponding text be unclear. The machine-assisted output provided is partly ...