Workflow
Beam (BEEM)
icon
搜索文档
Beam (BEEM) - 2024 Q1 - Earnings Call Transcript
2024-05-22 08:26
财务数据和关键指标变化 - 第一季度收入创历史新高,达1460万美元,同比增长12% [6][19] - 毛利率创历史新高,达10.2%,主要得益于2023年底实施的工程改进和成本降低措施 [7][21] - 净亏损3百万美元,但剔除非现金项目后实际现金亏损不到200万美元 [25][26] - 现金余额500万美元,主要由于收购Amiga公司支付2.7百万美元以及增加欧洲业务库存 [10][36] - 应收账款增加至2000万美元,其中1070万美元来自3个大客户 [10] 各条业务线数据和关键指标变化 - EV ARC产品仍是主要收入来源 [19] - 欧洲业务第一季度收入和毛利率较低,但预计随着季节性因素影响将在第二三季度有所改善 [20][28][32] - 电池业务也有一定贡献 [19] - 公司正在开发新的EV Standard产品,预计将成为未来最大的销售产品 [46][47] 各个市场数据和关键指标变化 - 美国联邦政府市场订单持续增加,包括陆军、国土安全部、联邦铁路管理局等 [40][41] - 商业市场订单大幅增加约300% [41] - 英国政府签订框架合同,英国陆军首批百万美元订单标志欧洲市场的重大突破 [42][43] - 巴尔干地区电网储能项目商机广阔 [44][121][122] - 中东地区,尤其是阿联酋等国的可持续发展项目也是重点拓展市场 [110] 公司战略和发展方向及行业竞争 - 公司将重点关注提高运营效率和毛利率,实现现金流正转是今年的首要目标 [26][50] - 通过收购Amiga公司进入欧洲市场,并利用其现有客户关系推广新产品 [73][74][75] - 正在开发新的EV Standard产品,预计将成为公司未来最大的销售产品 [46][47][134][137] - 正在拓展中东等新兴市场,并利用IDFC等政府机构的低息长期融资支持可持续能源项目 [110][121][122] - 行业竞争激烈,但公司通过产品创新、成本优化和市场拓展保持竞争优势 [16][50] 管理层对经营环境和未来前景的评论 - 对公司未来发展前景充满信心,认为机会比以往任何时候都大 [13][16][45] - 对欧洲和中东等新兴市场的发展前景乐观,认为将成为公司重要增长引擎 [13][14][45][110] - 对公司提高运营效率和毛利率的措施充满信心,预计将推动公司尽快实现现金流正转 [21][25][26][50] - 对新产品EV Standard的市场前景充满期待,认为将成为公司未来最大的销售产品 [46][47][134][137]
Beam (BEEM) - 2024 Q1 - Quarterly Results
2024-05-21 19:57
财务业绩 - 2023年全年营收创下历史纪录,达到6740万美元,同比增长206%[2] - 2023年第四季度营收达到2000万美元,同比增长154%,为公司历史上最高的季度营收[2] - 2023年全年EV ARC™系统生产创下历史纪录,同比增长194%[2] - 2023年全年毛利为正值,较2022年提高了9%[2] - 2023年第四季度毛利为400,000美元,占销售额的2%,较去年同期的700,000美元亏损率9%有所改善[5] - 2023年全年毛利为120万美元,占销售额的2%,较2022年的170万美元亏损率7%有所改善[5] - 2023年全年毛利率较去年提高了9%,排除非现金无形资产摊销后,毛利增至210万美元[6] 成本控制 - 2023年第四季度营业费用为550万美元,占营收的28%,较去年同期的710万美元或90%有所改善[7] 净利润 - 2023年全年净亏损为1610万美元,占营收的24%,较2022年的1970万美元或90%有所改善[8]
Beam Global Announces Record First Quarter 2024 Operating Results
Newsfilter· 2024-05-21 18:00
SAN DIEGO, May 21, 2024 (GLOBE NEWSWIRE) -- Beam Global, (NASDAQ:BEEM), (the "Company"), the leading provider of innovative and sustainable infrastructure solutions for the electrification of transportation and energy security, today announced its first quarter results for the period ended March 31, 2024. Q1 2024 Financial and Recent Company Highlights Gross profit for the quarter ended March 31, 2024, was a record $1.5 million, or 10% of sales, compared to a gross profit of $5 thousand, or .04% of sales in ...
Beam (BEEM) - 2024 Q1 - Quarterly Report
2024-05-21 03:02
4 Beam Global Consolidated Statements of Changes in Stockholders' Equity (Unaudited, in thousands) | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------|-------------------------|------------------|-------|--------------------------------------------|-------|--------------------------------------|-------|----------------------------------------------|--------------------------- ...
Beam Global to Release Q1 2024 Operating Results, Conference Call Scheduled for May 21, 2024 at 4:30 p.m. ET
Newsfilter· 2024-05-16 05:26
SAN DIEGO, May 15, 2024 (GLOBE NEWSWIRE) -- Beam Global, (Nasdaq: BEEM), (the "Company"), a leading provider of innovative and sustainable infrastructure solutions for the electrification of transportation and energy security, today announced that it will report its Q1 2024 operating results on Monday, May 20, 2024 after the market closes. Management will host a conference call on Tuesday May 21, 2024 at 4:30 p.m. ET to review financial results and provide an update on corporate developments. Following mana ...
Beam Global to Release Q1 2024 Operating Results, Conference Call Scheduled for May 21, 2024 at 4:30 p.m. ET
GlobeNewsWire· 2024-05-16 05:26
SAN DIEGO, May 15, 2024 (GLOBE NEWSWIRE) -- Beam Global, (Nasdaq: BEEM), (the "Company"), a leading provider of innovative and sustainable infrastructure solutions for the electrification of transportation and energy security, today announced that it will report its Q1 2024 operating results on Monday, May 20, 2024 after the market closes. Management will host a conference call on Tuesday May 21, 2024 at 4:30 p.m. ET to review financial results and provide an update on corporate developments. Following mana ...
3 Renewable Energy Stocks to Capitalize on the Sustainability Surge
InvestorPlace· 2024-05-11 03:40
The stage has been set for the world to transition into a green energy environment. Global economies have already taken steps to shift to clean energy. Nations are gearing up to meet ambitious climate change targets to address the need to reduce carbon footprint and emissions, making investors start hunting for renewable energy stocks to buy. According to the Economist, clean energy investments have increased by 40% since 2020. Based on last year’s data alone, this figure could rise as countries push toward ...
Federal Railroad Administration Orders Beam Global EV ARC™ Solar-Powered EV Charging Systems
Newsfilter· 2024-05-09 18:00
SAN DIEGO, May 09, 2024 (GLOBE NEWSWIRE) -- Beam Global, (NASDAQ:BEEM), a leading provider of innovative and sustainable infrastructure solutions for the electrification of transportation and energy security, announced that the Federal Railroad Administration has ordered EV ARC™ solar-powered EV charging systems to charge federal fleet vehicles at the Transportation Technology Center (TTC) in Pueblo, CO. The EV ARC™ systems were purchased through the General Services Administration (GSA) Federal Blanket Pur ...
U.S. National Park Service Deploys Beam Global EV ARC™ Solar-Powered EV Charging Systems at Headquarters at the National Mall
Newsfilter· 2024-04-25 18:00
Beam Global公司概况 - Beam Global是一家提供创新和可持续基础设施解决方案的公司[4] 太阳能充电系统部署 - Beam Global宣布美国国家公园管理局在华盛顿特区国家广场总部部署了太阳能充电系统[1] 太阳能充电基础设施特点 - Beam Global的太阳能充电基础设施产品是脱网的,可以自行生成和存储清洁电力[2] CEO观点 - Beam Global的CEO Desmond Wheatley表示,政府在全国范围内继续推动车队电气化,快速部署、可再生能源、能源弹性和灾难准备性变得越来越重要[3]
3 EV Stocks to Buy ASAP Before Demand Ramps Right Back Up
InvestorPlace· 2024-04-25 05:32
电动汽车市场趋势 - 2024年初,电动汽车市场的关注度上升,许多电动汽车股票走势下降[1] - 电动汽车行业经历了热潮后降温,消费者更倾向于混合动力车辆[1] - 一些领先的电动汽车公司,包括特斯拉(NASDAQ:TSLA),今年选择裁员,对该行业的增长前景产生进一步怀疑[1] - 《经济学人》认为,对电动汽车需求的担忧是过早的,行业可能会在当前低迷中扭转局面[2] - 高利率和电动汽车价格高于汽油车是问题所在[3] - 一些关键材料的成本正在下降,有助于削弱前总统特朗普的反电动汽车立场[3] - 电动汽车市场可能会开始复苏,投资者有机会在回升之前抢购一些有前景的公司[4] 电动汽车制造商动态 - Rivian(RIVN)是值得关注的电动卡车制造商,尽管近期表现不佳,但仍有增长动力[5] - Rivian与MEVCO达成独家合作伙伴关系,为后者提供电动汽车[6] - Rivian今年一直专注于增长,推出了一系列价格更低的电动汽车,拥有足够的现金储备[7] 电动汽车充电基础设施 - Beam Global(BEEM)是电动汽车充电和基础设施领域的主要参与者之一,股价正在加速上涨[9] - Beam Global最近获得了关于无线充电技术的新专利,正在扩张到欧洲市场[10] 通用汽车的电动汽车布局 - 通用汽车(GM)虽然不是严格意义上的电动汽车生产商,但在市场上占据重要地位,公司正在积极投资电动汽车市场[11] - 通用汽车的Cruise部门计划恢复运营,公司还通过其SAIC-GM合资企业进军电动汽车充电领域[12]