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Magal S3(SNT) - 2024 Q2 - Earnings Call Transcript
2024-08-27 06:10
财务数据和关键指标变化 - 第二季度收入为8.3百万美元,与去年同期基本持平,下降1.6% [8][17] - 毛利率达到63.2%,为过去8个季度最高,主要由于产品组合的变化、供应链挑战的改善以及去年建立的成本调整 [8][18] - 营业费用下降9%,占收入的55.2%,去年同期为59.7% [9][19] - 营业利润率提升至8%,去年同期为1% [9][20] - 净利润达493,000美元,EBITDA利润率为10.2% [9][22] - 现金储备增加,库存较上季度减少100万美元 [9][23] 各条业务线数据和关键指标变化 - 美国市场收入增长2%,保持稳定,主要受益于矫正市场和公用事业部门的需求增长 [10] - 亚太地区收入大涨135%,主要得益于公用事业和交通运输领域的重大项目 [11] - 欧洲市场收入下降33%,主要由于客户项目延迟,但预计第三、四季度会有大幅反弹 [11] - 四大关键垂直行业收入增长5%,同比增长14%,主要得益于全球公用事业部门的大幅增长 [12] 公司战略和发展方向以及行业竞争 - 公司推出了最新创新产品"MultiSensor",可大幅降低误报警,提高安全性和运营效率 [13][14] - 该产品可应用于非关键基础设施的关键区域,打开了新的市场机会 [15] - 公司致力于通过产品创新、提高运营效率来推动增长和盈利能力的提升 [16] 管理层对经营环境和未来前景的评论 - 公司对未来保持乐观,认为新产品和各垂直行业的良好表现将推动持续增长 [15][16] - 但未来收入和业绩增长的具体预期没有透露 [29] 其他重要信息 - 公司现金储备充足,为未来发展提供了灵活性 [9][23] 问答环节重要的提问和回答 问题1 **Ken Liddy 提问** 新产品MultiSensor何时会对收入产生重大影响 [25][26] **Fabien Haubert 回答** 产品刚刚推出销售,目前订单规模还较小,公司将在未来季度提供更多信息 [26] 问题2 **Ken Liddy 提问** 公司是否有未来12个月的订单量 [27] **Fabien Haubert 回答** 公司不会披露具体的订单量和业绩预期 [28] 问题3 **Ken Liddy 提问** 下半年收入是否会超过去年同期的18百万美元 [29] **Fabien Haubert 回答** 公司不会提供具体的前瞻性信息,但会努力推动业务发展 [29]
Senstar Technologies Corporation
Prnewswire· 2024-08-27 04:10
Reports Second Quarter 2024 Financial Results  Business momentum remains strong; Senstar MultiSensor fully launched for saleContinued focus on optimizing working capital and delivering positive cash from operationsOTTAWA, ON, Aug. 26, 2024 /PRNewswire/ -- Senstar Technologies Corporation (NASDAQ: SNT), a leading international provider of comprehensive physical, video and access control security products and solutions, today announced its financial results for the three and six months ended June 30, 2024. Ma ...
Magal S3(SNT) - 2024 Q1 - Earnings Call Transcript
2024-06-14 13:57
财务数据和关键指标变化 - 公司第一季度收入同比增长17%,达到7.5亿美元 [10][12] - 毛利率提升至59.6%,高于上年同期的55.7% [24] - 营业费用下降15%,占收入的60.6%,较上年同期的80.6%有明显改善 [13][25] - 营业亏损大幅收窄至73,000美元,上年同期为170万美元亏损 [14][26] - 净亏损收窄至746,000美元,上年同期为190万美元 [27] - 公司实现正EBITDA 114,000美元,上年同期为140万美元亏损 [28] 各条业务线数据和关键指标变化 - 公司四大关键垂直市场(公用事业、矫正、能源、物流)收入同比增长30% [19] - 美国市场收入增长6%,主要来自矫正和公用事业领域 [15][16] - 欧洲市场收入增长8%,主要来自公用事业、能源和交通运输领域 [17] - 亚太地区收入大增150%,主要来自公用事业和交通运输领域 [18] - 拉美地区收入增长39%,主要来自矫正领域 [19] 公司战略和发展方向及行业竞争 - 公司完成重组,将总部迁至加拿大,以简化组织架构和降低运营成本 [11][12] - 公司推出全新的MultiSensor产品,采用传感器融合技术,可大幅降低误报率 [19][20][40-46] - MultiSensor产品获得业内广泛好评,预计将在下半年开始贡献销售收入 [20][48] - 公司将MultiSensor定位为高端解决方案,并计划利用其优势抢占其他技术(如视频监控)的市场份额 [46][47] 管理层对经营环境和未来前景的评论 - 管理层对公司在主要地区和垂直市场的表现感到满意,预计未来将保持良好增长势头 [21] - 管理层对MultiSensor产品的市场前景非常看好,认为这是一个重大技术突破 [40-46] - 管理层表示暂无计划进行股票回购,目前将专注于业务发展 [51-52] 其他重要信息 - 公司完成重组,Fabien Haubert被任命为CEO,Alicia Kelly被晋升为CFO [11][12] - 公司现金及现金等价物为1.58亿美元,较上年末增加900万美元 [29]
Senstar Technologies Corporation Reports First Quarter 2024 Financial Results
Prnewswire· 2024-06-14 04:05
OTTAWA, ON, June 13, 2024 /PRNewswire/ -- Senstar Technologies Corporation (NASDAQ: SNT), a leading international provider of comprehensive physical, video and access control security products and solutions, today announced its financial results for the three months ended March 31, 2024. Management will hold an investors' conference call later today (at 5 p.m. Eastern Time) to discuss the results. First Quarter 2024 Business Summary: (First quarter 2024 results for the three months ended March 31, 2024, com ...
Magal S3(SNT) - 2023 Q4 - Earnings Call Transcript
2024-04-19 23:19
Senstar Technologies Corporation (NASDAQ:SNT) Q4 2023 Earnings Call Transcript April 19, 2024 9:00 AM ET Company Participants Kim Rogers - IR, Hayden IR Fabien Haubert - CEO Alicia Kelly - CFO Operator Greetings. Welcome to the Senstar Technologies Fourth Quarter and Full Year 2023 Results Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. [Operator Instructions] Please note this conference is being recorded. I'll now ...
Magal S3(SNT) - 2023 Q3 - Earnings Call Transcript
2023-12-01 00:55
Senstar Technologies Ltd. (NASDAQ:SNT) Q3 2023 Earnings Conference Call November 30, 2023 10:00 AM ET Company Participants Brett Maas - Hayden IR Fabien Haubert - Interim CEO Tomer Hay - CFO Conference Call Participants Operator Greetings, and welcome to the Senstar Technologies Third Quarter 2023 Financial Results Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Brett Maas of Hayden IR. Thank you, sir. You may begin. Br ...
Magal S3(SNT) - 2023 Q2 - Earnings Call Transcript
2023-09-07 00:30
Senstar Technologies Ltd (NASDAQ:SNT) Q2 2023 Earnings Conference Call September 6, 2023 10:00 AM ET Company Participants Kimberly Rogers - Hayden IR Fabien Haubert - Interim CEO Tomer Hay - CFO Conference Call Participants Operator Hello, and welcome to the Senstar Technologies Second Quarter 2023 Financial Results Conference Call and Webcast. [Operator Instructions]. It's now my pleasure to turn the call over to Kim Rogers of Hayden IR. Please go ahead, Kim. Kimberly Rogers Thank you, Kevin. Welcome, and ...
Magal S3(SNT) - 2023 Q1 - Earnings Call Transcript
2023-06-07 03:07
Senstar Technologies Ltd. (NASDAQ:SNT) Q1 2023 Earnings Conference Call June 6, 2023 10:00 AM ET Company Participants Kim Rogers - Hayden Investor Relations Fabien Haubert - Interim Chief Executive Officer Tomer Hay - Chief Financial Officer Conference Call Participants Operator Greetings and welcome to the Senstar Technologies First Quarter 2023 Financial Results Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Kim Roge ...
Magal S3(SNT) - 2022 Q4 - Annual Report
2023-04-21 01:18
SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ 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 ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ...
Magal S3(SNT) - 2022 Q4 - Annual Report
2023-04-21 01:07
EXHIBIT 99.1 SENSTAR TECHNOLOGIES REPORTS FOURTH QUARTER AND FULL YEAR 2022 FINAN CIAL RESULTS Ramat Gan, Israel, April 20, 2023 – Senstar Technologies (NASDAQ: SNT), a leading international provider of comprehensive physical, video and access control security products and solutions, today announced its financial results for the three and twelve months ended December 31, 2022. Management will hold an investors' conference call later today (at 10 a.m. Eastern Time) to discuss the results. Full Year 2022 Busi ...