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3 Reasons Why Growth Investors Shouldn't Overlook SPS Commerce (SPSC)
ZACKS· 2024-11-16 02:45
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the trad ...
Is SPS Commerce (SPSC) a Solid Growth Stock? 3 Reasons to Think "Yes"
ZACKS· 2024-10-31 01:46
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. However, the task of finding cutting-edge growth stocks is made easy with the help of the Zack ...
SPS Commerce (SPSC) Loses -9.8% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
ZACKS· 2024-10-30 22:35
SPS Commerce (SPSC) has been on a downward spiral lately with significant selling pressure. After declining 9.8% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier. Here is How to Spot Oversold Stocks We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock ...
SPS(SPSC) - 2024 Q3 - Earnings Call Transcript
2024-10-25 09:50
财务数据和关键指标变化 - 第三季度收入为1.637亿美元,同比增长21% [4][10] - 经常性收入也同比增长21% [4][10] - 调整后EBITDA增长19%,达到4840万美元 [10] - 现金和投资总额为2.06亿美元 [10] 各条业务线数据和关键指标变化 - 经常性收入客户数量同比增长2%,达到约45,200 [10] - 客户的“钱包份额”增长18%,达到约13,700 [10] 各个市场数据和关键指标变化 - 公司在欧洲市场的扩展通过收购TIE Kinetix实现,增加了电子发票能力 [5][41] - 收购SupplyPike后,预计将增加约200个客户,并提升钱包份额 [10] 公司战略和发展方向和行业竞争 - 公司致力于通过社区赋能活动和收购来扩展网络,长期年收入增长预期为15%或更高 [13] - 未来将继续投资于产品和市场营销,以支持现有客户和未来机会 [18] 管理层对经营环境和未来前景的评论 - 管理层对需求环境持乐观态度,预计未来几个季度将继续看到强劲的社区项目管道 [15] - 预计2025年将提供更全面的收入和EBITDA指导 [18] 其他重要信息 - 公司在零售行业的数字化转型中扮演着重要角色,帮助客户提高供应链的韧性和效率 [9] - 预计2024年第四季度收入将在1.685亿至1.695亿美元之间,同比增长约16%至17% [11] 问答环节所有提问和回答 问题: 对于当前的需求环境有什么看法 - 管理层表示,尽管存在一些变化,但整体需求环境仍然积极,社区项目的管道健康 [15] 问题: 关于SupplyPike和Traverse的收购,如何看待协同效应 - 管理层认为,Traverse和SupplyPike的产品可以相互补充,提升整体供应链效率 [20][21] 问题: 对于2025年的指导有什么更新 - 管理层表示,将在下一个财报电话会议上提供更全面的2025年指导 [18] 问题: 在欧洲市场的拓展策略是什么 - 管理层提到,TIE Kinetix的收购为公司在欧洲市场的扩展提供了基础,未来将继续优化产品和市场策略 [41] 问题: 如何看待客户增长的来源 - 管理层指出,客户增长主要来自于社区赋能活动,未来将继续关注新客户的开发 [46]
SPS Commerce (SPSC) Surpasses Q3 Earnings and Revenue Estimates
ZACKS· 2024-10-25 06:40
SPS Commerce (SPSC) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $0.75 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.84%. A quarter ago, it was expected that this provider of supply chain software services to businesses would post earnings of $0.76 per share when it actually produced earnings of $0.80, delivering a surprise of 5. ...
SPS(SPSC) - 2024 Q3 - Earnings Call Presentation
2024-10-25 05:35
业绩总结 - 公司在2023年的收入增长率为19%[20] - 公司在2023年的调整后EBITDA为636百万美元[22] - 公司在2023年的毛利率为66%[20] - 2024年预计的总收入为636百万美元[22] 用户数据 - 公司目前拥有超过120,000个客户和350,000个连接[28] - 2024年预计的经常性收入客户数量为200,000[17] - 2024年每个客户的平均收入预计为25,000美元[17] 未来展望 - 公司长期目标是实现每年15%以上的收入增长[28] - 公司市场机会总额超过50亿美元[28] 财务指标 - 调整后的EBITDA利润率目标为35%[20] - 调整后的EBITDA和调整后的EBITDA利润率是非GAAP财务绩效指标,提供有关财务状况和运营结果的有用信息[29] - 调整后的EBITDA由净收入调整而来,包含所得税费用、折旧和摊销费用、股票补偿费用等[29] - 调整后的EBITDA利润率为调整后的EBITDA除以收入,净收入的GAAP比较指标为净收入除以收入[29] 数据调整 - 2017年和2016年的数据已根据ASU No. 2014-09进行调整,适用于2018年1月1日及之前的两年[29] 生命周期数据 - 报告中提到的客户、系统合作伙伴、连接和直邮连接均为生命周期数据[30]
SPS(SPSC) - 2024 Q3 - Quarterly Report
2024-10-25 04:15
Table of Contents 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: September 30, 2024 o 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 001-34702 SPS COMMERCE, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 4 ...
SPS(SPSC) - 2024 Q3 - Quarterly Results
2024-10-25 04:13
Exhibit 99 Contact: Investor Relations The Blueshirt Group Irmina Blaszczyk & Lisa Laukkanen SPSC@blueshirtgroup.com 415-217-4962 SPS Commerce Reports Third Quarter 2024 Financial Results Company delivers 95th consecutive quarter of topline growth Revenue and recurring revenue growth of 21% year-over-year MINNEAPOLIS, October 24, 2024 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced financial results for the third quarter ended September ...
SPS Commerce Announces Date of Third Quarter 2024 Financial Results
GlobeNewswire News Room· 2024-10-11 04:05
MINNEAPOLIS, Oct. 10, 2024 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced that it will issue its financial results for the third quarter ended September 30, 2024, after the market close on Thursday, October 24, 2024. SPS Commerce will host a call to discuss the results at 3:30 p.m. Central Time (4:30 p.m. Eastern Time) on the same day. To access the call, please dial 1-833-816-1382, or outside the U.S. 1-412-317-0475 at least 15 minutes ...
SPS Commerce Acquires SupplyPike
Newsfilter· 2024-08-01 19:30
Acquisition expands company's product portfolio with automated invoice deduction management and prevention Company to host conference call today at 8:30 a.m. ET MINNEAPOLIS, Aug. 01, 2024 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced the acquisition of SupplyPike, an automated invoice deduction management and prevention solution. SupplyPike is a first of its kind SaaS solution that provides ongoing monitoring and management of invoice ...