Mitek Systems(MITK)
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Mitek Systems(MITK) - 2023 Q2 - Earnings Call Transcript
2023-09-15 07:04
财务数据和关键指标变化 - 公司录得第二季度创纪录的收入45.3百万美元,同比增长35% [13] - 公司实现GAAP净收益4.4百万美元,非GAAP净收益13.1百万美元 [13] - 公司经营活动产生的现金流为6.3百万美元 [13] 各条业务线数据和关键指标变化 - 存款业务收入增长35%,主要由于移动存款和支票欺诈防御产品的强劲增长 [14][15] - 身份验证业务收入增长35%,主要由于HooYu收购带来的收入增加以及ID R&D和Mobile Verify产品的强劲表现 [18][19][20][21][22] 各个市场数据和关键指标变化 - 公司未提及具体市场数据和关键指标变化 公司战略和发展方向及行业竞争 - 公司推出了业内首个多模态生物识别解决方案,在打击不断增长的欺诈行为中发挥关键作用 [13] - 公司的身份验证业务是公司成功的支柱,公司致力于提供超越客户期望的解决方案,满足日益互联和注重安全的数字世界的需求 [18][19][20][28][30] - 公司正在积极应对宏观经济环境的挑战,采取措施控制支出,但仍保持良好的市场地位和发展前景 [31][32] 管理层对经营环境和未来前景的评论 - 公司看到客户在管道中延长销售周期,推迟新的采购,这将导致公司在下半年增长放缓 [31][32] - 尽管面临宏观经济环境的挑战,但公司仍然保持良好的市场地位和发展前景,一旦市场环境改善,公司将能够充分利用新的业务机会 [32] 问答环节重要的提问和回答 问题1 **Jacob Roberge 提问** 存款业务增长的主要驱动因素是什么,包括移动存款采用、支票欺诈防御和价格上涨哪个贡献最大? [48][49] **Max Carnecchia 回答** 1. 移动存款采用 2. 支票欺诈防御 3. 价格上涨 其中移动存款采用贡献最大,未来支票欺诈防御有机会成为更重要的增长驱动因素 [49] 问题2 **Michael Grondahl 提问** 公司是否已经开始感受到宏观环境的影响,是否在Q2就出现了一些头寻,还是在Q3和Q4更加明显? [50][51] **Max Carnecchia 回答** 公司可能从去年11月12月开始就感受到了一些影响,但由于存款业务和身份验证业务的不同特点,存款业务的影响相对较小和滞后 [51] 问题3 **Allen Klee 提问** 身份验证业务强劲增长是否存在一些短期性因素,比如之前某个银行的营销活动结束的影响? [67][68][69] **Max Carnecchia 回答** 1. 之前有一个类似的例子,是由于一个游戏公司的新游戏推出导致的短期性增长 2. 但这次银行客户的营销活动带来的增长并没有类似的短期性因素 3. 此外,HooYu的收购也为身份验证业务带来了增长 [68][69]
Mitek Systems(MITK) - 2022 Q4 - Annual Report
2023-08-01 05:10
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 30, 2022 ☐ 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 001-35231 MITEK SYSTEMS, INC. (Exact name of registrant as specified in its charter) Delaware 87-0418827 (State or other jurisdiction of (I.R.S. Emp ...
Mitek Systems(MITK) - 2022 Q4 - Earnings Call Transcript
2023-06-30 07:53
Conference Call Participants Todd Kehrli Additionally, throughout this call, we will be discussing certain non-GAAP financial measures. Today's earnings release and the related current report on Form 8-K describe the differences between our non-GAAP and GAAP reporting and present the reconciliation between the two for the periods reported in the release. Quickly looking at the numbers for fiscal 2022. We reported record revenue of $143.9 million, representing growth of 20% year-over-year. We also generated ...
Mitek Systems(MITK) - 2022 Q3 - Earnings Call Transcript
2022-07-29 09:41
Mitek Systems, Inc. (NASDAQ:MITK) Q3 2022 Earnings Conference Call July 28, 2022 4:30 PM ET Company Participants Todd Kehrli - Investor Relations Max Carnecchia - Chief Executive Officer Frank Teruel - Chief Financial Officer Conference Call Participants Jake Roberge - William Blair Mike Grondahl - Northland Securities Scott Buck - H.C. Wainwright Allen Klee - Maxim Group Operator Good day, and welcome to Mitek's Third Quarter 2022 Earnings conference call. All participants will be in a listen-only mode. [O ...
Mitek Systems(MITK) - 2022 Q2 - Earnings Call Transcript
2022-04-29 07:47
Mitek Systems, Inc. (NASDAQ:MITK) Q2 2022 Results Conference Call April 28, 2022 4:30 PM ET Company Participants Todd Kehrli - Investor Relations Max Carnecchia - Chief Executive Officer Frank Teruel - Chief Financial Officer Conference Call Participants Jake Roberge - William Blair Allen Klee - Maxim Group Mike Grondahl - Northland Securities Operator Good day, and welcome to the Mitek Systems??? Second Quarter 2022 Financial Results Conference Call. Today???s conference is being recorded. At this time, I ...
Mitek Systems(MITK) - 2022 Q1 - Earnings Call Presentation
2022-01-29 02:18
Investor presentation : MITK Q1 FY22 © 2022 Mitek Systems Inc. 1 ● ● Safe harbor statement Forward-looking statements contained in this presentation involve risks and uncertainties, as well as assumptions that, if they never materialize or prove incorrect, could cause our results to differ materially and adversely from those expressed or implied by such forward-looking statements. Forward-looking statements may include, but are not limited to, statements relating to our outlook or expectations for earnings, ...
Mitek Systems(MITK) - 2022 Q1 - Earnings Call Transcript
2022-01-28 08:50
Mitek Systems, Inc. (NASDAQ:MITK) Q1FY2022 Earnings Conference Call January 27, 2022 4:30 PM ET Company Participants Todd Kehrli ??? Investor Relations Contact Officer Max Carnecchia ??? Chief Executive Officer Frank Teruel ??? Chief Financial Officer Conference Call Participants Bhavan Suri ??? William Blair Mario Cortellacci ??? Jefferies Mike Grondahl ??? Northland Securities Allen Klee ??? Maxim Group Scott Buck ??? H.C. Wainwright Operator Good day, ladies and gentlemen, and welcome to the Mitek System ...
Mitek Systems(MITK) - 2021 Q4 - Earnings Call Presentation
2021-11-05 20:32
Investor presentation : MITK Q4 FY21 © 2021 Mitek Systems Inc. 1 ● ● Safe harbor statement Forward-looking statements contained in this presentation involve risks and uncertainties, as well as assumptions that, if they never materialize or prove incorrect, could cause our results to differ materially and adversely from those expressed or implied by such forward-looking statements. Forward-looking statements may include, but are not limited to, statements relating to our outlook or expectations for earnings, ...
Mitek Systems(MITK) - 2021 Q3 - Earnings Call Transcript
2021-11-05 09:32
Mitek Systems, Inc. (NASDAQ:MITK) Q3 2021 Earnings Conference Call November 4, 2021 4:30 PM ET Company Participants Todd Kehrli ??? MKR Group Max Carnecchia ??? Chief Executive Officer Frank Teruel ??? Chief Financial Officer Conference Call Participants Bhavan Suri ??? William Blair and Company Mike Grondahl ??? Northland Securities, Inc. Mario Cortellacci ??? Jefferies Derek Greenberg ??? Maxim Group Operator Good day, ladies and gentlemen, and welcome to the Mitek Systems Fourth Quarter and Fiscal 2021 f ...
Mitek Systems(MITK) - 2021 Q2 - Earnings Call Presentation
2021-04-30 18:03
Investor presentation : MITK Q2 FY21 © 2021 Mitek Systems Inc. 1 ● Safe harbor statement Forward-looking statements contained in this presentation involve risks and uncertainties, as well as assumptions that, if they never materialize or prove incorrect, could cause our results to differ materially and adversely from those expressed or implied by such forward-looking statements. Forward-looking statements may include, but are not limited to, statements relating to our outlook or expectations for earnings, r ...