文章核心观点 - 公司在墨西哥、波多黎各和哥伦比亚的机场客运量呈现不同走势,其中墨西哥下降5.5%,波多黎各和哥伦比亚分别增长11.6%和24.5% [1][2] - 公司在墨西哥的国内外客运量均有下降,波多黎各和哥伦比亚的国内外客运量均有增长 [2] - 公司在哥伦比亚的国际客运量增长33.1%,国内客运量增长22.3% [2] - 公司在波多黎各的国内客运量增长10.9%,国际客运量增长16.1% [2] 墨西哥客运量 - 墨西哥总客运量下降5.5%,其中国内客运量下降5.7%,国际客运量下降5.2% [4][5] - 坎昆机场国内客运量下降11.5%,国际客运量下降6.5% [4][5] - 梅里达机场国内客运量增长4.9%,国际客运量增长26.0% [4][5] 波多黎各客运量 - 波多黎各总客运量增长11.6%,其中国内客运量增长10.9%,国际客运量增长16.1% [4][5] 哥伦比亚客运量 - 哥伦比亚总客运量增长24.5%,其中国内客运量增长22.3%,国际客运量增长33.1% [4][5] - 里奥内格罗机场国内客运量增长27.8%,国际客运量增长33.1% [4][5] - 蒙特利亚机场国内客运量增长31.9% [4][5] 公司概况 - 公司是一家领先的国际机场运营商,在美洲拥有16个机场的特许经营权,包括墨西哥东南部9个机场、哥伦比亚北部6个机场以及波多黎各的圣胡安机场 [5] - 公司在波多黎各的圣胡安机场是美国第一个也是目前唯一一个成功实施公私合营的大型机场 [5]

Passenger traffic increased year-on-year by 20.2% in Colombia, 4.3% in Puerto Rico and declined 3.0% in MexicoMEXICO CITY, June 6, 2024 /PRNewswire/ -- Grupo Aeroportuario del Sureste, S.A.B. de C.V.  (NYSE: ASR; BMV: ASUR), ASUR, a leading international airport group with operations in Mexico, the U.S. and Colombia, today announced that passenger traffic for May 2024 reached a total of 5.8 million passengers, representing an increase of 3.0% compared to May 2023.Passenger traffic presented year-on-year inc ...

AUSTIN, Texas, June 03, 2024 (GLOBE NEWSWIRE) -- Asure Software (NASDAQ: ASUR), a leading provider of cloud-based Human Capital Management (HCM) software solutions, is pleased to announce a new agreement with Vensure Employer Solutions, a premier provider of HR technology and global business process outsourcing. This collaboration will introduce the PrismHR TAX platform, delivering comprehensive payroll tax management services for PrismHR clients and Vensure’s internal operations. The new PrismHR TAX platfo ...

AUSTIN, Texas, May 30, 2024 (GLOBE NEWSWIRE) -- Asure (NASDAQ: ASUR), a leading provider of cloud-based Human Capital Management (HCM) software solutions, announced today that it has released its annual HR Benchmark Report for small businesses. The report reveals that businesses prioritizing human resources (HR) best practices significantly outperform their peers, underscoring the critical role of strategic people management in fostering business success. The comprehensive survey of more than 1,000 small an ...

AUSTIN, Texas, May 21, 2024 (GLOBE NEWSWIRE) -- Asure (NASDAQ:ASUR), a leading provider of cloud-based Human Capital Management (HCM) software solutions, is pleased to announce that Vidya Sagar Ravipati, Applied Science Manager at the Amazon Web Services (AWS) Generative AI Innovation Center, will be a guest speaker at its EVOLVE 2024 conference, June 4-7 in Austin, TX. Exclusively designed for Asure Reseller partners, EVOLVE offers a blend of strategic insights and practical sessions aimed at helping HCM r ...

AUSTIN, Texas, May 21, 2024 (GLOBE NEWSWIRE) -- Asure (NASDAQ: ASUR), a leading provider of cloud-based Human Capital Management (HCM) software solutions, is pleased to announce that Vidya Sagar Ravipati, Applied Science Manager at the Amazon Web Services (AWS) Generative AI Innovation Center, will be a guest speaker at its EVOLVE 2024 conference, June 4-7 in Austin, TX. Exclusively designed for Asure Reseller partners, EVOLVE offers a blend of strategic insights and practical sessions aimed at helping HCM ...

AUSTIN, Texas, May 14, 2024 (GLOBE NEWSWIRE) -- Asure, a leading provider of cloud-based Human Capital Management (HCM) software solutions, proudly announces the commemoration of a significant milestone: the 100th episode of its small business podcast, "Mission to Grow." This achievement marks a testament to Asure's commitment to empowering small businesses with valuable insights and strategies for success. The 100th episode of "Mission to Grow" features a discussion on the new FLSA overtime threshold, a ti ...

AUSTIN, Texas, May 08, 2024 (GLOBE NEWSWIRE) -- Asure Software, Inc. (Nasdaq: ASUR), a leading provider of cloud-based Human Capital Management (“HCM”) software solutions, is scheduled to participate at the following financial conferences during May and June 2024: 19th Annual Needham Technology, Media and Consumer ConferenceDate: Wednesday, May 15, 2024Format: In Person 1x1 MeetingsLocation: New York, NY Jefferies HCM Summit Date: Thursday, May 16, 2024Format: In Person 1x1 MeetingsLocation: New York, NY 21 ...

Persistent macroeconomic uncertainties, protracted inflationary conditions and still-high interest rates are challenges for many players within the Zacks Internet - Delivery Services industry. Moreover, elevated operating expenses related to hiring new employees and sales and marketing strategies to capture more market share are likely to strain margins in the near term. Additionally, as expansion into newer markets will take some time to generate volumes, higher upfront costs might erode profitability.Desp ...

财务数据和关键指标变化 - 第一季度收入为31.7百万美元,同比下降4%,但剔除ERTC收入后同比增长10% [21] - 第一季度经常性收入增长8%至30.3百万美元,剔除ERTC后同比增长9% [21] - 第一季度毛利率下降至71%,非GAAP毛利率下降至75%,主要由于ERTC非经常性收入减少 [23] - 第一季度EBITDA为4.4百万美元,同比下降,调整后EBITDA为6.8百万美元,同比下降 [24] - 公司现金及现金等价物为23.2百万美元,负债5.3百万美元 [24] 各条业务线数据和关键指标变化 - 公司的核心业务、战略举措和收购为收入增长的主要驱动因素,包括Asure Marketplace、工资税管理和客户资金利息收入 [11] - 公司正在通过人工智能、新技术、合作伙伴关系和销售策略来推动业务发展,如与Workday和SAP的合作 [13][15] - 公司的401(k)退休计划业务有望受益于SECURE Act 2.0法案,以及越来越多州政府强制中小企业提供401(k)计划 [12][13] 各个市场数据和关键指标变化 - 公司在中小企业市场的销售增长强劲,第一季度销售订单同比增长68% [67] - 公司在中小企业市场的定价环境保持稳定,没有出现明显的竞争压力 [61][63] - 公司正在加大在大型企业市场的拓展力度,与Workday和SAP的合作有望带来更多大客户 [53][54] 公司战略和发展方向及行业竞争 - 公司正在通过人工智能、新技术、合作伙伴关系和销售策略来推动业务发展,如与Workday和SAP的合作 [13][15] - 公司的401(k)退休计划业务有望受益于SECURE Act 2.0法案,以及越来越多州政府强制中小企业提供401(k)计划 [12][13] - 公司正在加大在大型企业市场的拓展力度,与Workday和SAP的合作有望带来更多大客户 [53][54] - 公司正在通过收购来推动业务增长,2024年预计完成10-15百万美元的收购收入 [86][87] 管理层对经营环境和未来前景的评论 - 管理层对2024年的业务前景保持乐观,预计全年收入将达到125-129百万美元,调整后EBITDA率为20%-21% [18][25] - 管理层认为公司的核心业务、战略举措和收购将是未来增长的主要驱动因素 [11][32][36] - 管理层表示公司正在通过人工智能、新技术、合作伙伴关系和销售策略来推动业务发展 [13][15][31] - 管理层认为公司的401(k)退休计划业务有望受益于SECURE Act 2.0法案 [12][13] 问答环节重要的提问和回答 问题1 **Joshua Reilly 提问** 询问公司2024年迄今完成的收购数量、收购估值情况以及收购收入对全年指引的影响 [41][42] **Pat Goepel 回答** 公司在第一季度完成了约5-6笔收购,收购估值约为2倍左右,收购收入对全年指引的影响在预期范围内 [42][43] 问题2 **Bryan Bergin 提问** 询问公司在税务解决方案业务方面的增长潜力和在整体公司收入中的占比 [53][54] **Pat Goepel 和 John Pence 回答** 税务解决方案业务目前占公司总收入的60%左右,未来有望成为100百万美元的业务,是公司未来增长的重要驱动力之一 [55][56][57][58] 问题3 **Jeff Van Rhee 提问** 询问公司在401(k)业务和Treasury Management业务方面的进展情况 [91][92] **John Pence 和 Pat Goepel 回答** 401(k)业务正在快速推进,销售和营销方面还有一些提升空间,Treasury Management业务已经有客户需求,公司正在谨慎推进 [92][93]