Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 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 001-40574 SYNCHRONOSS TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 06-1594540 (St ...

财务数据和关键指标变化 - 2023年第四季度收入为4.14亿美元,与上年同期持平 [5] - 2023年全年收入为16.42亿美元,较上年下降5.5% [15] - 2023年第四季度毛利率为63.9%,较上年同期提升 [15] - 2023年全年毛利率为64.4%,较上年下降 [15] - 2023年第四季度调整后EBITDA为1000万美元,同比增长127% [18] - 2023年全年调整后EBITDA为3.14亿美元,同比增长13.5% [18] 各条业务线数据和关键指标变化 - 云业务收入占总收入的99%以上,预计2024年将占100% [14] - 云业务订阅用户同比增长约9%,预计2024年将保持高个位数至低双位数的增长 [14] 各个市场数据和关键指标变化 - 日本市场SoftBank的Anshin Data Box产品获得良好的市场反响,预计将为公司带来可观的收入 [7] 公司战略和发展方向及行业竞争 - 公司完成了向专注云解决方案提供商的战略转型 [4][5] - 公司通过剥离非核心业务和精简成本,提升了财务状况和盈利能力 [4][16] - 公司与主要客户如Verizon、AT&T和SoftBank的合作进一步深化,为未来发展奠定了基础 [6][7] - 公司在云技术创新方面持续投入,推出了增强版个人云平台等新功能 [9] - 公司正积极拓展新客户,在2024年有望获得新的合作机会 [8][26] 管理层对经营环境和未来前景的评论 - 管理层对公司在2024年及以后的持续增长和盈利能力表示信心 [5][20] - 管理层认为公司的云业务模式和技术创新能力将为股东创造长期价值 [10] 其他重要信息 - 公司已完成向Lumine Group出售Messaging和NetworkX业务,进一步优化了资产负债表 [12][13] - 公司预计2024年现金流将至少达到1000万美元 [19][20] 问答环节重要的提问和回答 问题1 **Mike Latimore 提问** SoftBank业务的发展情况如何,与公司之前的客户发展情况有何不同 [23][24] **Jeff Miller 回答** SoftBank采取了零售优先的策略,通过3000家门店直接向用户销售Anshin Data Box,这与公司之前在美国市场的数字化销售模式有所不同 [24] 问题2 **Mike Latimore 提问** 公司新客户的销售管线情况如何 [25] **Jeff Miller 回答** 公司对2024年新客户的收入贡献保持谨慎预期,但在2024年有望签约1-2个新客户,这些客户的收入贡献将主要体现在2025年 [26] 问题3 **Mike Latimore 提问** 公司新推出的增强版服务计划的ARPU和用户增长潜力如何 [27][28] **Jeff Miller 回答** 增强版计划旨在为运营商提供更大的灵活性,允许他们根据不同用户需求提供差异化的服务和价格,从而提升ARPU,但具体情况需要看各运营商的实施方式 [28]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ 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 number 001-40574 SYNCHRONOSS TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 06-15 ...

Synchronoss Technologies, Inc. (NASDAQ:SNCR) Q3 2023 Earnings Conference Call November 7, 2023 4:30 PM ET Company Participants Jeff Miller - President and Chief Executive Officer Lou Ferraro - Chief Financial Officer Conference Call Participants Jon Hickman - Ladenburg Thalmann Aditya Dagaonkar - Northland Capital Markets Operator Good afternoon. Welcome to Synchronoss Technologies Third Quarter 2023 Earnings Conference Call. Joining us today are Synchronoss Technologies President and CEO, Jeff Miller; and ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ 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 001-40574 SYNCHRONOSS TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 06-1594540 ...

Synchronoss Technologies, Inc. (NASDAQ:SNCR) Q2 2023 Earnings Conference Call August 8, 2023 4:30 PM ET Company Participants Jeff Miller - President and Chief Executive Officer Lou Ferraro - Chief Financial Officer Operator Good afternoon, and welcome to Synchronoss Technologies Second Quarter 2023 Earnings Conference Call. Joining us today are Synchronous Technologies' President and CEO, Jeff Miller; and CFO, Lou Ferraro. Following their remarks, we will open the call for questions. Then before we conclud ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ 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 001-40574 SYNCHRONOSS TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 06-159454 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ 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 001-40574 SYNCHRONOSS TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 06-1594540 (St ...