The Descartes Systems Group Inc. (NASDAQ:DSGX) Q4 2024 Earnings Conference Call March 6, 2024 5:30 PM ET Company Participants Scott Pagan - President and COO Ed Ryan - CEO Allan Brett - CFO Conference Call Participants Justin Long - Stephens Willow Miller - William Blair Paul Treiber - RBC Capital Markets Daniel Chan - TD Cowen Andy Nguyen - Raymond James Robert Young - Canaccord Scott Group - Wolfe Research Kevin Krishnaratne - Scotiabank Raimo Lenschow - Barclays Operator Good afternoon, ladies and gentle ...

Exhibit 99.1 T D S G I . HE ESCARTES YSTEMS ROUP NC ...

Ecotape与Descartes Datamyne™合作 - Ecotape是一家阿根廷汽车零部件制造商，通过Descartes Datamyne™全球贸易情报解决方案，成功将国际销售额提高了30%[1] - Descartes Datamyne是一个全球最大的可搜索的全球贸易数据库，提供实时准确的进出口信息，涵盖230个市场，占全球贸易的84%，每年新增500多万条记录[2] - Descartes的解决方案帮助Ecotape更好地了解阿根廷贸易流向，促进了创新和产品多样化，带来了显著的新收入来源[3]

ATLANTA and LONDON, Feb. 06, 2024 (GLOBE NEWSWIRE) -- Descartes Systems Group (NASDAQ:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced that Arctic Glacier has improved its distribution network efficiency, its fleet performance and the customer experience by using Descartes' strategic route planning solution to optimize ice distribution from over 100 facilities and 1,000 vehicles to 75,000 customer locations across the U.S. and Canada. "To minimize our opera ...

公司业绩公布 - Descartes将于2024年3月6日在市场收盘后公布其2024财年第四季度和年度财务业绩[1] - 公司管理团队将于2024年3月6日下午5:30举行电话会议，讨论公司的财务业绩，北美免费电话号码为+1 888 886 7786，会议密码为26517286[2] - 同时，公司将在Descartes网站上进行音频网络广播，需要在开始前约10分钟拨打电话会议号码或登录网络广播[3] - 电话会议的重播将在2024年3月13日之前提供，电话号码为+1 877 674 7070，重播密码为517286[4]

Transportation & Warehouse Operations Most Challenged by Resource Shortages ATLANTA, Georgia and LONDON, U.K., Jan. 30, 2024 (GLOBE NEWSWIRE) -- Descartes Systems Group (NASDAQ:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, released findings from its study How Bad Is the Supply Chain and Logistics Workforce Challenge?, which indicates that 76% of the supply chain and logistics leaders surveyed are experiencing notable workforce shortages in their operations. What's ...

Descartes – Uniting Business in Commerce ...

财务数据和关键指标变化 - 总收入同比增长19%,达到1.447亿美元 [44][45] - 服务收入同比增长18%,占总收入的90% [45][46][47] - 剔除收购影响和汇率影响,服务收入有9%左右的有机增长 [46][47] - 毛利率为76%,略低于去年同期的77% [49] - 调整后EBITDA同比增长16.5%,达到6350万美元,占收入43.9% [51] - 前三季度调整后EBITDA增长14%,达到1.82亿美元 [51] - 净利润为2660万美元,与去年同期持平 [56][58] - 经营活动产生的现金流为5610万美元,占调整后EBITDA的88% [59][60] 各条业务线数据和关键指标变化 - 实时可视化解决方案业务保持强劲增长 [18][20][21][22][23] - 全球贸易情报解决方案业务也保持高增长 [25][26][27][28] - 路由和调度解决方案业务同样保持良好增长 [29][30] 各个市场数据和关键指标变化 - 公司未具体披露各个市场的数据和指标变化 [无] 公司战略和发展方向及行业竞争 - 公司保持收购并购策略,积极寻找合适的收购目标 [92][93][94][95][96][97] - 公司认为行业内存在更多收购机会,且估值更加合理 [96][97] - 公司在行业内保持领先地位,能够从竞争对手的困境中获益 [81][82][83][84][85][86][87][88][89] 管理层对经营环境和未来前景的评论 - 管理层对当前的宏观经济和供应链环境保持谨慎态度 [71][72][73][74] - 但同时也看到一些积极信号,如黑色星期五销售数据较好 [72][73] - 公司有信心能够在不确定环境中保持业务的稳定和增长 [78] 问答环节重要的提问和回答 问题1 **Matt Pfau 提问** 询问公司是否也受到竞争对手困境的影响 [81][82][83][84][85][86][87][88][89] **Ed Ryan 回答** 公司能够从竞争对手的困境中获益,并保持良好的业务表现 [82][83][84] 问题2 **Justin Long 提问** 询问公司交易量的同比变化情况 [89][90][91][92] **Allan Brett 回答** 公司交易量确实有所下降,但整体业务增长保持在9%左右 [91][92][93] 问题3 **Daniel Chan 提问** 询问公司大量现金的使用计划 [101][102][103][104][105][106][107] **Ed Ryan 回答** 公司目前倾向于将现金用于未来的收购,认为这是更好的选择 [102][103][104][105][106][107]

Start Time: 17:30 January 1, 0000 6:21 PM ET The Descartes Systems Group Inc. (NASDAQ:DSGX) Q2 2024 Earnings Conference Call September 06, 2023, 17:30 PM ET Company Participants Ed Ryan - CEO Allan Brett - CFO Scott Pagan - President and COO Conference Call Participants Matt Pfau - William Blair Paul Treiber - RBC Capital Markets Justin Long - Stephens Scott Group - Wolfe Research Robert Young - Canaccord Genuity Raimo Lenschow - Barclays Jeremy Campbell - Barclays Kevin Krishnaratne - Scotiabank Operator G ...

The Descartes Systems Group Inc. (NASDAQ:DSGX) Q1 2024 Earnings Conference Call May 31, 2023 5:30 PM ET Company Participants Scott Pagan - President & Chief Operating Officer Ed Ryan - Chief Executive Officer Allan Brett - Chief Financial Officer Conference Call Participants Raimo Lenschow - Barclays Matt Pfau - William Blair Paul Treiber - RBC Capital Markets Justin Long - Stephens Daniel Chan - TD Cowen Robert Young - Canaccord Genuity Steven Li - Raymond James Kevin Krishnaratne - Scotiabank Operator Goo ...