财务数据和关键指标变化 - 公司Q1 2024总收入为1.933亿美元,同比增长4%,超出公司之前提供的192百万美元的指引上限 [12] - 公司Q1 2024总ARR为6.95亿美元,同比增长7% [26] - 公司Q1 2024订阅ARR为2.51亿美元,同比增长36%,体现了公司订阅优先策略的成功执行 [26] - 公司Q1 2024订阅收入为6900万美元,同比增长26% [28] - 公司Q1 2024维护收入为1.12亿美元,基本持平去年同期,维护续订率为97% [28] - 公司Q1 2024许可收入为1300万美元,同比下降25% [29] - 公司Q1 2024调整后EBITDA为9210万美元,同比增长19%,调整后EBITDA利润率为48% [30] 各条业务线数据和关键指标变化 - 公司的混合云可观测性解决方案在Q2有望超过1亿美元的总ARR,这是由于维护客户转化和新客户获取的结果 [12] - 公司的混合云可观测性解决方案的快速增长是由于工具整合、云现代化和简单性是关键驱动因素,前方仍有大量增长空间 [12] 各个市场数据和关键指标变化 - 公司在EMEA地区的可观测性解决方案销售有所增加,带动了整体可观测性解决方案的增长 [63] 公司战略和发展方向及行业竞争 - 公司正在从监控工具提供商向全栈可观测性、数据库监控和服务管理解决方案提供商转型,这有助于支持客户的业务转型并实现公司的战略和财务目标 [11] - 公司相信工具整合、云现代化和简单性是关键驱动因素,前方仍有大量增长空间 [12] - 公司正在增强其跨可观测性和服务管理解决方案的通用AI服务框架,以减少告警疲劳并帮助客户管理环境复杂性 [19] - 公司是第一家发布自我证明以符合新的网络安全和基础设施安全局安全软件开发框架的软件供应商,体现了公司在公私合作方面的承诺 [20] - 公司正在调整其销售动作以支持订阅优先策略,包括投资合作伙伴计划以提高覆盖面和效率 [21] 管理层对经营环境和未来前景的评论 - 尽管宏观经济环境存在许多未知因素,但公司仍专注于可控因素,对业务方向充满信心 [43] - 客户环境越来越复杂,预算也受到限制,客户正寻求能够提高生产力、安全性和成本效益的云就绪解决方案,公司认为自己非常适合满足这些需求 [41] - 公司相信其专注于SolarWinds平台的策略带来了显著的运营效率,增强了其以具有成本效益的方式创新和帮助客户管理混合和多云环境的能力 [42] 其他重要信息 - 公司于4月2日庆祝成立25周年,反思了过去的成就并展望未来 [15][16] - 公司在1月份将其定期贷款利率从SOFR加375个基点下调至SOFR加325个基点,利用当时的利率环境 [32] - 公司于4月支付了每股1美元的特殊股息,总额为1.68亿美元 [31] 问答环节重要的提问和回答 问题1 **Matt Hedberg 提问** 询问公司在当前宏观环境下的销售情况是否与之前有所不同 [46] **Sudhakar Ramakrishna 回答** 公司在销售环境方面没有太大变化,客户对公司的价值主张仍然很认可,公司将继续专注于可控因素并尽可能出色地执行 [47] 问题2 **Sanjit Singh 提问** 询问公司订阅ARR增长的构成,是否主要来自现有客户的转化还是新客户的增加 [54] **Bart Kalsu 回答** 订阅ARR增长主要来自于公司订阅优先策略下,将现有维护客户转化为混合云可观测性产品订阅的努力,转化率保持在1.6倍左右 [55] 问题3 **Pinjalim Bora 提问** 询问公司是否采取了新的策略来推动维护客户向订阅的转化 [62] **Sudhakar Ramakrishna 回答** 公司的策略一直是先在北美市场推动,然后扩展到EMEA和APJ地区,Q1时EMEA地区的转化推动力增强,带动了整体可观测性解决方案的销售 [63]

SolarWinds Investor Presentation First Quarter 2024 May 2, 2024 Safe Harbor and Other Information Forward-Looking Statements This presentation and the accompanying oral presentation contain “forward-looking” statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including statements regarding our financial outlook, our market opportunities, our evolution to a subscription-first mentality, the SolarWinds Platform, our product development in 2024 a ...

Exhibit 99.1 SolarWinds Announces First Quarter 2024 Results AUSTIN, Texas - May 2, 2024 - SolarWinds Corporation (NYSE:SWI), a leading provider of simple, powerful, secure observability and IT management software, today reported results for its first quarter ended March 31, 2024. First Quarter Financial Highlights • Total revenue for the first quarter of $193.3 million, representing 4% year-over-year growth, and total recurring revenue representing 93% of total revenue. • Net income for the first quarter o ...

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: 001-38711 SolarWinds Corporation (Exact name of registrant as specified in its charter) Delaware 81-0753267 (State or other jurisdiction ...

SolarWinds Corp (NYSE:SWI) Q4 2023 Earnings Conference Call February 8, 2024 8:30 AM ET Company Participants Tim Karaca - Vice President, Strategic Finance and Investor Relations Sudhakar Ramakrishna - President and Chief Executive Officer Barton Kalsu - Executive Vice President, Chief Financial Officer and Treasurer Conference Call Participants Robert Oliver - Baird Matthew Hedberg - RBC Capital Markets Jaiden Patel - JPMorgan Erik Suppiger - JMP Securities Operator Good morning. My name is Jeannie and I w ...

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: 001-38711 SolarWinds Corporation (Exact name of registrant as specified in its charter) Delaware 81-0753267 (State or other juri ...

SolarWinds Corp (NYSE:SWI) Q3 2023 Earnings Conference Call November 2, 2023 10:00 AM ET Company Participants Tim Karaca - VP, Strategic Finance and Investor Relations Sudhakar Ramakrishna - President, CEO & Director Bart Kalsu - EVP, CFO & Treasurer Conference Call Participants Patrick Schultz - Baird Sanjit Singh - Morgan Stanley Jacob Staffel - Goldman Sachs Operator Good morning. My name is Jeanie, and I will be your conference operator today. At this time, I would like to welcome everyone to the SolarW ...

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 AC 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: 001-38711 SolarWinds Corporation (Exact name of registrant as specified in its charter) Delaware 81-0753267 (State or other jurisdicti ...

SolarWinds Corp (NYSE:SWI) Q2 2023 Earnings Conference Call August 3, 2023 8:30 AM ET Company Participants Tim Karaca - VP, Strategic Finance and Investor Relations Sudhakar Ramakrishna - President, CEO & Director Bart Kalsu - EVP, CFO & Treasurer Conference Call Participants Sanjit Singh - Morgan Stanley Rob Oliver - Robert W. Baird Matt Hedberg - RBC Capital Markets Erik Suppiger - JMP Securities Connor Passarella - Truist Securities Jeffrey Luo - Goldman Sachs Operator Good morning and welcome to the Sol ...

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 AC 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: 001-38711 SolarWinds Corporation (Exact name of registrant as specified in its charter) Delaware 81-0753267 (State or other jurisdict ...