公司业绩 - Grid Dynamics是一家专注于企业级数字转型的平台工程服务公司[71] - 在2023年第三季度，Grid Dynamics的营收为7741.9万美元，同比下降3.7%，环比持平[74] - 2023年前三个季度，Grid Dynamics的净亏损为466.7万美元，同比减少177.8%[73] - 在2023年第三季度，零售行业占Grid Dynamics季度收入的34.3%，同比增长5.1%[75] - Grid Dynamics的员工数量在2023年9月达到3823人，其中中东欧、英国和荷兰地区占比最大[90] - Grid Dynamics的客户数量在2023年前九个月达到265家，同比增加23家[92] - 2023年9月，Grid Dynamics的前20名客户贡献了总收入的68.0%，相比之下，前20名客户在2022年的贡献为73.7%[93] 财务指标 - Grid Dynamics的非GAAP财务指标包括Non-GAAP EBITDA、Non-GAAP净收入和Non-GAAP稀释每股收益，这些指标被公司用于评估核心运营绩效和趋势[94] - Grid Dynamics鼓励投资者和其他用户查看其全部财务信息，不要仅依赖于单一财务指标，并将其非GAAP指标与GAAP财务指标结合起来查看[97] 费用情况 - 2023年第三季度，公司毛利润同比下降13.8%，达到28152千美元，主要受成本增加部分抵消[122] - 2023年前三季度，公司研发费用同比下降1.8%，达到10878千美元，主要由于股权激励费用减少[123] - 2023年第三季度，公司销售和营销费用同比增加20.6%，达到6132千美元，主要由于销售人员增加和新销售计划[124] - 2023年前三季度，公司总行政费用同比下降22.1%，达到60940千美元，主要由于股权激励费用减少和地理重组费用[126] 现金流量 - 2023年前三季度，公司净现金流量从2019年同期的19639千美元增加到33537千美元，主要由于应收账款减少和客户现金回笼[134] 外汇风险 - Grid Dynamics在2023年第三季度的总成本和运营费用中，约38.0%是以美元以外的货币计价的[142] - 如果波兰兹罗提对美元贬值10%，Grid Dynamics的营业收入将增加90万美元，而升值10%将导致营业收入减少110万美元[142] - 如果墨西哥比索对美元贬值10%，Grid Dynamics的营业收入将增加30万美元，而升值10%将导致营业收入减少40万美元[143] - Grid Dynamics在2023年前九个月的总成本和运营费用中，约38.0%是以美元以外的货币计价的[146] - 如果波兰兹罗提对美元贬值10%，Grid Dynamics的营业收入将增加260万美元，而升值10%将导致营业收入减少320万美元[146] - 如果墨西哥比索对美元贬值10%，Grid Dynamics的营业收入将增加90万美元，而升值10%将导致营业收入减少120万美元[147] - Grid Dynamics分析了兹罗提、英镑和比索的敏感性，因为这些货币对美元的波动通常受到不同的宏观经济和地缘政治因素的影响，并在2023年第三季度对其业绩产生最大影响[150] - Grid Dynamics目前不对外汇风险进行套期保值，但通过限制资金转移的金额来尽量减少风险，通常为资助子公司运营费用的短期资金，一般为一周[151]

Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) Q2 2023 Earnings Conference Call August 3, 2023 4:30 PM ET Company Participants Bin Chiang - Head of IR Leonard Livschitz - CEO Anil Doradla - CFO Conference Call Participants Puneet Jain - JPMorgan Josh Siegler - Cantor Fitzgerald Maggie Nolan - William Blair Bryan Bergin - TD Cowen Ryan Potter - Citigroup Mayank Tandon - Needham Bin Chiang Good afternoon, everyone. Welcome to Grid Dynamics Second Quarter 2023 Earnings Conference Call. I'm Bin Chiang, Head o ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) x 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: 001-38685 Grid Dynamics Holdings, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 83-0632724 (State or other ju ...

Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) Q1 2023 Earnings Conference Call May 4, 2023 4:30 PM ET Company Participants Bin Jiang - Head of Investor Relations Leonard Livschitz - Chief Executive Officer and Director Anil Doradla - Chief Financial Officer Conference Call Participants Joshua Siegler - Cantor Fitzgerald Mayank Tandon - Needham & Company Puneet Jain - JPMorgan Bryan Bergin - TD Cowen Ryan Potter - Citi Kathleen Kronstein - William Blair Bin Jiang Good afternoon, everyone. Welcome to Grid Dynami ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) x 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 Number: 001-38685 Grid Dynamics Holdings, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 83-0632724 (State or other j ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 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: 001-38685 _________ ...

Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) Q4 2022 Earnings Conference Call February 23, 2023 4:30 PM ET Company Participants Bin Chiang - Head, IR Leonard Livschitz - CEO Anil Doradla - CFO Conference Call Participants Josh Siegler - Cantor Fitzgerald Ryan Potter - Citi Puneet Jain - JPMorgan Maggie Nolan - William Blair Bryan Bergin - Cowen Mayank Tandon - Needham Bin Chiang Good afternoon everyone. And welcome to Grid Dynamics Fourth Quarter and Full Year 2022 Earnings Conference Call. I am Bin Chiang, H ...

1 trusted engineering partner for digital transformation Grid Dynamics Investor Presentation NASDAQ: GDYN | Q3 2022 www.griddynamics.com Disclaimer 2 Forward-Looking Statements This communication contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 that are not historical facts, and involve risks and uncertainties that could cause actual results of Grid Dynamics to differ materially from those expected an ...

Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) Q3 2022 Earnings Conference Call November 3, 2022 4:30 PM ET Â Company Participants Bin Chiang - Head, Investor Relations Leonard Livschitz - Chief Executive Officer Anil Doradla - Chief Financial Officer Conference Call Participants Josh Siegler - Cantor Fitzgerald Ryan Potter - Citi Maggie Nolan - William Blair Puneet Jain - JPMorgan Bryan Bergin - Cowen Mayank Tandon - Needham Bin Chiang Good afternoon everyone. Welcome to Grid Dynamics Third Quarter 2022 Earnin ...

Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) Q2 2022 Earnings Conference Call August 4, 2022 4:30 PM ET Company Participants Bin Chiang - Head, Investor Relations Leonard Livschitz - CEO & Director Anil Doradla - CFO & Secretary Conference Call Participants Puneet Jain - JP Morgan Mayank Tandon - Needham Maggy Nolan - William Blair Bryan Bergin - Cowen Ryan Potter - Citibank Joshua Siegler - Cantor Fitzgerald Bin Chiang Good afternoon, everyone. Welcome to Grid Dynamics Second Quarter 2022 Earnings Conference ...