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 ...

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B4LLS Investment Outlook SPS Commerce, Inc. (NASDAQ:SPSC) recently reported its Q2 2024 financial results, beating revenue and earnings consensus estimates. I previously wrote about SPSC in May 2023 with a Hold outlook due to revenue growth and strong free cash flow. Those results have continued, but the stock is highly valued, nearly at a 52-week-high, while forward revenue growth appears to be dropping. I remain Neutral (Hold), but I'm cautious due to concern about future revenue growth rate. SPS’ Mar ...

MINNEAPOLIS, July 25, 2024 (GLOBE NEWSWIRE) -- In a release issued under the same headline on July 25, 2024 by SPS Commerce, Inc. (NASDAQ: SPSC), please note that the range of Non-GAAP income per diluted share numbers for the Fiscal Year 2024 Guidance have been corrected. The corrected release follows: Company delivers 94th consecutive quarter of topline growth Revenue and recurring revenue growth of 18% year-over-year Announces new Share Repurchase Program SPS Commerce, Inc. (NASDAQ: SPSC), a leader in ret ...

财务数据和关键指标变化 - 收入同比增长18%至1.536亿美元,经常性收入也增长18% [9][20] - 经调整EBITDA同比增长16%至4420万美元 [21] - 现金及投资总额为2.72亿美元,回购了1750万美元的股票,并授权新的1亿美元股票回购计划 [21] 各条业务线数据和关键指标变化 - 分析业务收入增长率环比有所下降,主要受到客户并购的影响,但预计全年增长率将回到高个位数 [57][58][59][60] 各个市场数据和关键指标变化 - 欧洲市场方面,公司通过收购TIE Kinetix在欧洲建立了业务基地,正在学习市场并参与新机会,对欧洲市场机会持乐观态度 [51][52][53] 公司战略和发展方向及行业竞争 - 公司通过收购Traverse Systems拓展了供应链绩效和优化的产品组合,可以帮助零售商更好地管理供应商绩效、提高协作和满足消费者需求 [10] - 公司认为电商和全渠道零售的持续增长为公司带来了巨大的增长机会 [11][18] - 公司的解决方案能帮助供应商数字化其与交易伙伴的连接,实现效率和可扩展性 [14][15][16][17] 管理层对经营环境和未来前景的评论 - 管理层表示,尽管宏观经济和零售环境存在一定不确定性,但公司仍然致力于帮助零售商、供应商和第三方物流企业 [69][70] - 公司对未来15%以上的年收入增长和15%-25%的经调整EBITDA增长保持信心 [26][27] 其他重要信息 - 公司完成了对Traverse Systems的收购,并对其进行了并购整合 [10] - 公司授权了新的1亿美元股票回购计划 [21] - 公司预计第三季度收入增长16%-17%,经调整EBITDA增长 [22][23] - 公司预计全年收入增长16%-17%,经调整EBITDA增长18%-19% [24][25] 问答环节重要的提问和回答 问题1 **Scott Berg 提问** Traverse Systems的产品面向零售商,与公司其他业务的客户群有所不同,公司在销售和营销方面有何计划? [30][31][32][33][34][35][36] **Chad Collins 回答** 公司一直有针对零售商的销售和营销活动,收购Traverse Systems后可以进一步拓展产品组合,满足零售商的需求,这与公司原有的社区建设计划是互补的 [33][34][35][36] 问题2 **Dylan Becker 提问** ERP系统更新换代是否为公司带来机会? [48][49][50] **Chad Collins 回答** ERP系统更新确实为公司带来机会,客户通常会寻求将交易伙伴连接迁移到云端平台,这符合公司的产品定位 [49][50][51] 问题3 **George Kurosawa 提问** 公司是否看到中小企业客户群体的变化? [72][73][74] **Kimberly Nelson 回答** 公司客户流失率在本季度保持稳定,未出现明显变化,但整体零售环境存在一定不确定性 [74]

SPS Commerce (SPSC) came out with quarterly earnings of $0.80 per share, beating the Zacks Consensus Estimate of $0.76 per share. This compares to earnings of $0.69 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 5.26%. A quarter ago, it was expected that this provider of supply chain software services to businesses would post earnings of $0.73 per share when it actually produced earnings of $0.86, delivering a surprise of 17. ...

收入增长 - 公司连续94个季度实现收入增长[99] - 公司连续第94个季度实现收入增长，主要来自于经常性收入客户数量增加和每个客户的平均经常性收入增加[123] 经常性收入 - 经常性收入客户数量增加5%至约44,950个[99] - 经常性收入客户数量增加5%至约44,950个，主要由于销售和营销努力获取新客户以及最近的收购[123] - 每个经常性收入客户的平均经常性收入(wallet share)增加13%至约12,650美元，主要由于客户使用公司产品增加[123] - 经常性收入占总收入的94%[100] - 经常性收入占总收入的94%，较上年同期的93%有所增加[123] 费用 - 销售和营销费用增加18%主要由于人员成本增加[102] - 研发费用增加8%主要由于人员成本增加[103] 利润 - 调整后EBITDA为4,419万美元，调整后EBITDA利润率为29%[113] - 调整后EBITDA增加18%至8,859.1万美元，调整后EBITDA利润率为29%[130][134] - 非GAAP每股收益为0.80美元[115] - 非公认会计准则下的每股收益增加22%至1.66美元[139] 现金流 - 公司现金及短期投资总额为2.718亿美元，为主要流动性来源[142] - 经营活动产生的现金流增加主要由于净收入增加1440万美元,收入持续增长所致[144] - 投资活动使用的现金减少主要由于投资净到期增加3460万美元,部分被收购业务支出增加2930万美元抵消[145] - 融资活动使用的现金增加主要由于股票回购支出增加3750万美元[146] - 公司预计未来12个月内现金、现金等价物和经营活动现金流将足以满足营运资金和资本支出需求[149] 风险管理 - 公司外币资产占总现金及投资的10%,认为外汇波动不会对经营产生重大影响[153] - 公司无重大表外安排、特殊目的主体投资或隐藏债务[150] - 通货膨胀和价格变化在报告期内未对公司业务产生重大影响,预计未来也不会[151] - 公司无重大利率风险敞口,无可变利率债务[152] - 公司未使用远期合约或货币借款对冲外汇风险,但未来可能会这样做[153]

财务业绩 - 公司连续第94个季度实现营收增长[2] - 第二季度营收为1.536亿美元，同比增长18%[4] - 经常性收入同比增长18%[4] - 非GAAP每股收益为0.80美元，同比增长16%[4] - 调整后EBITDA为4420万美元，同比增长16%[4] - 2024财年营收预期为6.242亿美元至6.26亿美元，同比增长16%至17%[9] - 2024财年调整后EBITDA预期为1.855亿美元至1.87亿美元，同比增长18%至19%[9] - 2024年上半年收入为3.03亿美元，同比增长18.3%[25] - 2024年上半年净利润为3,603.5万美元，同比增长20.3%[25] - 2024年上半年调整后EBITDA为8,859.1万美元，同比增长17.8%[26] - 2024年第二季度收入为1.54亿美元，同比增长17.8%[28] - 2024年第二季度净利润为1,803.2万美元，同比增长22.8%[28] - 2024年第二季度调整后EBITDA为4,418.9万美元，同比增长15.7%[28] - 2024年上半年非GAAP每股收益为1.69美元，同比增长22.5%[32] - 2024年第二季度非GAAP每股收益为0.81美元，同比增长15.7%[32] - 2024年上半年经营活动产生的现金流为6,350.6万美元，同比增长14.1%[25] 业务发展 - 第三季度营收预期为1.576亿美元至1.586亿美元[8] - 公司宣布启动新的1亿美元股票回购计划[7] - 公司完成了对Genius Central的收购[25]

Company delivers 94th consecutive quarter of topline growth Revenue and recurring revenue growth of 18% year-over-year Announces new Share Repurchase Program MINNEAPOLIS, July 25, 2024 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced financial results for the second quarter ended June 30, 2024. Financial Highlights Second Quarter 2024 Financial Highlights Revenue was $153.6 million in the second quarter of 2024, compared to $130.4 million ...

MINNEAPOLIS, July 11, 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 second quarter ended June 30, 2024, after the market close on Thursday, July 25, 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 prior ...