Harrison Masters - Investor Relations Pierre Naude - Chairman, Chief Executive Officer Greg Orenstein - Chief Financial Officer Josh Glover - President, Chief Revenue Officer Good day, and thank you for standing by. Welcome to nCino First Quarter Fiscal Year 2024 Financial Results Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. Company Participants Charles Nabhan - Stephens Nick Altmann - Scotiabank Terry Tillman - Truist Securities James Faucette - Morg ...

财务表现 - nCino, Inc. 2023年第一季度订阅收入为97340千美元，同比增长23.9%[6] - nCino, Inc. 2023年第一季度总营收为113672千美元，同比增长20.7%[6] - nCino, Inc. 2023年第一季度净亏损为11644千美元，同比减少61.2%[6] 现金流量 - nCino, Inc. 2023年第一季度现金流量表显示，经营活动净现金流为31303千美元[9] - nCino, Inc. 2023年第一季度现金流量表显示，投资活动净现金流为-1961千美元[9] - nCino, Inc. 2023年第一季度现金流量表显示，融资活动净现金流为-13856千美元[9] - nCino, Inc. 2023年第一季度现金流量表显示，现金及现金等价物净增加为16079千美元[9] - nCino, Inc. 2023年第一季度现金流量表显示，现金、现金等价物和受限制现金结余为103497千美元[9] 股东权益 - nCino, Inc. 2023年第一季度股东权益表显示，总股本为112200481股[8] - nCino, Inc. 2023年第一季度股东权益表显示，总股本为112200481股，总股本金额为56千美元[8] 公司资产 - 公司的资产和负债中，现金和现金等价物超过了联邦保险限额[14] - 2023年4月30日，公司的未结算现金账户为54,903千美元[21] - 公司的剩余履约义务为9.14亿美元，预计将在未来24个月中的68%内实现收入[26] - 截至2023年4月30日，nCino公司的商誉净额为152,825千美元，其中开发技术、客户关系和商标等无形资产的净额分别为57,516千美元、76,121千美元和11,316千美元[28] 公司发行股票 - nCino公司于2023年4月30日承诺发行共计35,663,524股普通股，包括已发行和未发行的股票期权、限制性股票单位和股票计划下的潜在发行股票[29] - 截至2023年4月30日，nCino公司的未实现股权补偿费用中，与未实现的股票期权和限制性股票单位相关的费用为0.04百万美元，预计将在0.43年的加权平均期限内确认[29] 公司财务成本 - 2023年4月30日，nCino, Inc.的融资义务总额为$55,136千美元，其中购买义务为$11,405千美元，租赁设施为$16,470千美元[40] - 2023年4月30日，nCino, Inc.进行了约7%的员工裁员和某些市场办公空间的减少，相关重组计划导致公司在2023财年第四季度产生了$4.8百万美元的费用[48] - 2023年4月30日，nCino, Inc.的重组费用包括租赁退出费用在内，分别为订阅收入成本$18千美元，专业服务和其他收入成本$46千美元，销售和营销$38千美元，研发$134千美元，总计$239千美元[49] - 2023年5月1日，nCino, Inc.向员工，包括高管，授予了2,975,663个受限制的股票单位(RSUs)，预计将在4年的加权平均期内确认与RSUs相关的股票补偿费用为$72.9百万美元[50]

Total revenues were $109.2 million in the fourth quarter, an increase of 46% year-over-year and $408.3 million for fiscal '23, an increase of 49% year-over-year. Subscription revenues for the fourth quarter were $92.8 million, an increase of 48% year-over-year and $344.8 million for the full year, an increase of 53% year-overyear. Organic subscription revenues were $77 million for the fourth quarter and $285 million for the full year, representing 30% and 29% growth year-over-year, respectively. Greg Orenst ...

客户和合作伙伴 - nCino的客户包括全球各地的金融机构，如美国银行、巴克莱银行、桑坦德银行等[26] - nCino计划通过扩展现有客户和拓展新客户来实现业务增长[27] - nCino与Salesforce建立了战略合作关系，利用Salesforce平台的全球基础设施[33] 产品和技术发展 - nCino计划继续加强和扩展产品功能，包括投资研发以提高解决方案的国际能力[29] - nCino的研发团队采用敏捷软件开发方法，投入大量资金用于研发[38] 销售与服务 - nCino的销售团队负责推动新业务，维护客户关系，推动解决方案的采用[34] - nCino为客户提供配置和实施服务，以帮助部署解决方案[35] 公司文化与员工团队 - nCino重视公司文化，建立了六大核心价值观，认为文化是公司成功执行战略的基础[42] - nCino致力于建立多元、公平和包容的员工团队，通过与各种专业组织和少数族裔大学的关系来实施人才招聘策略[43] - nCino设有六个员工资源团体，包括退伍军人、LGBTQIA+、拉丁裔、亚太裔、黑人/非裔和女性员工群体，这些团体在员工之间建立社区和归属感，为整个nCino社区提供资源，招聘多样化人才，为职业发展、指导和社区服务创造机会[43] - nCino拥有全职的多元、公平、包容和社区参与领导者，致力于支持社区事业和倡导活动，如赞助当地的马丁·路德·金青年足球俱乐部、支持食品银行的发展等[43]

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