For the quarter ended March 2024, Olo Inc. (OLO) reported revenue of $66.51 million, up 27.3% over the same period last year. EPS came in at $0.05, compared to $0.03 in the year-ago quarter. The reported revenue represents a surprise of +3.46% over the Zacks Consensus Estimate of $64.29 million. With the consensus EPS estimate being $0.05, the company has not delivered EPS surprise. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to d ...

文章核心观点 - 公司本季度每股收益为0.05美元,符合市场预期,同比增长0.02美元[1][2] - 公司本季度收入为6651万美元,超出市场预期3.46%,同比增长27.3%[3] - 公司过去4个季度中仅1次超出市场EPS预期,但4次超出收入预期[2][3] - 公司股价今年以来下跌14.9%,低于标普500指数8.6%的涨幅[4] 公司表现 - 公司本季度每股收益为0.05美元,符合市场预期,同比增长0.02美元[1][2] - 公司本季度收入为6651万美元,超出市场预期3.46%,同比增长27.3%[3] - 公司过去4个季度中仅1次超出市场EPS预期,但4次超出收入预期[2][3] - 公司股价今年以来下跌14.9%,低于标普500指数8.6%的涨幅[4] 行业表现 - 公司所属的互联网软件行业目前在250多个扎克斯行业中排名前28%[9] - 扎克斯研究显示,排名前50%的行业相比排名后50%的行业,业绩表现会好2倍以上[9] - 同行业公司Workday预计本季度每股收益为1.57美元,同比增长19.9%,收入为19.7亿美元,同比增长17.2%[11]

First Quarter 2024 Presentation May 7, 2024 Safe Harbor Disclosure The material in this presentation (this “Presentation”) regarding Olo Inc. (“we,” “us” or the “Company”) is for informationalpurposes only. Statements we make in this Presentation include statements that are considered forward-looking within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act, which may be identified by the use of words such as“anticipates,” “believes,” “continue,” “estimates,” “ex ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________________ FORM 10-Q _______________________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-40213 Olo Inc. (Exact name of registrant as spe ...

财务业绩 - 总收入增长27%，达到6650万美元[1] - 总平台收入增长28%，达到6580万美元[2] - 非GAAP毛利增长12%，达到4150万美元，占总收入62%[2] - 非GAAP营业利润为560万美元，占总收入8%[2] - 公司第一季度总收入为66.51百万美元，同比增长27.4%[35] - 平台业务收入为65.77百万美元，同比增长27.9%[35] - 平台业务毛利率为57%，非GAAP平台毛利率为63%[37] - 公司总收入为 6,400 万美元，同比下降 39%[38] - 非 GAAP 营业利润为 561.7 万美元，营业利润率为 8%[38] - 非 GAAP 净利润为 782.2 万美元，每股收益为 0.05 美元[38] - 经营活动产生的现金流量净额为 602.7 万美元[39] - 自由现金流为 281.0 万美元[39] 用户指标 - 平均每单位收入(ARPU)增长29%，达到816美元[3] - 基于客户的净收入留存率超过120%[3] 产品和技术 - 新增与NCR Voyix和Qu的POS集成，扩大了Olo的全渠道数据能力[4] - 多家新兴企业品牌实施了Olo多个模块，现有客户也扩展了使用范围[5][6] - 发布了13项产品升级，包括智能交叉销售和营销归因报告等功能[7][8] - 公司表示将继续推出新产品和技术，扩大市场份额和客户覆盖[31,32] 费用和成本 - 研发费用为16.99百万美元，占总收入的26%，非GAAP研发费用为13.87百万美元，占总收入的21%[37] - 销售和营销费用为14.61百万美元，占总收入的22%，非GAAP销售和营销费用为12.72百万美元，占总收入的19%[37] - 股票激励费用和相关的工资税费用为 1,112.8 万美元[38] - 某些诉讼相关费用(扣除回收)为 -137.2 万美元[38] - 资本化的内部使用软件和无形资产摊销为 302.1 万美元[38] 财务状况 - 现金及现金等价物为259.09百万美元[34] - 短期及长期投资合计为118.30百万美元[34] - 公司宣布启动150百万美元的股票回购计划[31] - 董事会批准了最高1亿美元的新股票回购计划[9] 未来展望 - 公司预计第二季度和全年2024财年的收入和业绩指标[31] - 公司表示将继续推出新产品和技术，扩大市场份额和客户覆盖[31,32]

2 Stocks to Watch Below $10 Here are two stocks that are currently less trading in the single digits that I believe have some relative upside from their current prices. Mike Sakuraba graduated with double major of English and Economics. Part time writer, part time investor, full time dad. Mike loves writing about technology, sports, and investing. 2 Stocks To Watch That Are Under $10 Everyone loves a great deal, especially when it is on the stock market. Are all stocks that are trading for less than $10.00 ...

Olo公司盈利预期 - Olo Inc. (OLO) 最近被升级为 Zacks Rank 1 (Strong Buy) [1] - Zacks评级系统主要跟踪公司的盈利预期变化，这对股价有着强大的影响力 [2] - Zacks评级系统的升级对Olo的盈利前景表示乐观，可能对其股价产生积极影响 [4] - Olo的盈利预期正在稳步上升，分析师对其盈利预期持续提高 [9][10] - Olo被升级为Zacks Rank 1，表明其盈利预期变化处于Zacks覆盖的股票中的前5%，可能在短期内股价上涨 [13]

Olo与Qu合作关系 - Olo Inc.宣布与Qu扩展合作伙伴关系，首次通过POS提供Olo Pay卡现场支付处理[1] - Olo Pay将允许品牌通过与Qu POS集成来简化现场支付流程，统一支付管理，减少协调、作废和退款方面的挑战[2] - Olo与Qu的合作将使餐厅品牌能够增加订单，简化运营，并使每位客人感觉像常客，推动行业数字化转型[3]

盈利预期 - Olo Inc.的当前季度盈利预期每股0.05美元，较去年同期增长66.67%[5] - 公司预计全年每股盈利0.19美元，较去年同期增长26.67%[7] - Olo Inc.获得了Zacks Rank 2 (Buy)的评级，这有助于投资者有效利用盈利预期修订的力量做出正确的投资决策[9]

Shares of Olo Inc. (OLO) have gained 10.9% over the past four weeks to close the last trading session at $6.01, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $8.70 indicates a potential upside of 44.8%. The average comprises five short-term price targets ranging from a low of $7.50 to a high of $10, with a standard deviation of $0.97. While the lowest estimate indicates an inc ...