Sangoma Technologies Corporation (SANG) shares rallied 5.4% in the last trading session to close at $5.15. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 2.4% gain over the past four weeks. Sangoma is capitalizing on the significant growth opportunity in the SMB market, which accounts for 44% of global IT spending. It invests more than $30 billion annually, to offer affordable enterprise-quality support. Thi ...

财务数据和关键指标变化 - 第三季度收入为6100万美元,同比下降3%,环比下降2% [33] - 服务收入保持平稳,占总收入的82%,同比持平 [33] - 产品收入下降13%,占总收入的18% [33][34] - 毛利润为4300万美元,同比下降3%,毛利率为70% [35] - 经营费用下降,调整后EBITDA为1120万美元,同比增长7%,占收入18% [37] - 净亏损130万美元,每股亏损0.04美元 [37] - 经营活动产生的现金流为1550万美元,同比增长一倍 [38][39] - 现金余额增加780万美元至1840万美元,同时偿还440万美元贷款 [40] 各条业务线数据和关键指标变化 - 服务收入保持平稳,占比持续提高,客户流失率仅0.9% [33] - 产品收入下降13%,主要受全球经济环境影响,公司客户资本支出受限 [34] 各个市场数据和关键指标变化 - 美国市场收入保持平稳,国际市场收入有所下降 [89][90] 公司战略和发展方向及行业竞争 - 公司正在进行重大的go-to-market转型,包括优化销售渠道、提升品牌形象、改善客户体验等 [9][10][11][12][26] - 公司正在推出更多行业解决方案捆绑包,提升客户价值 [11][24][25] - 公司看好中小企业市场,希望成为单一供应商提供企业级支持 [7][8] - 公司正在加大在AI、UCaaS等领域的创新投入 [15] 管理层对经营环境和未来前景的评论 - 公司正处于转型期,但已经取得了良好的进展,财务状况稳健 [5][16][18] - 预计2024财年收入在2.465-2.485亿美元,调整后EBITDA在4150-4350万美元之间 [41][42] - 未来将优先偿还债务,同时投资三大增长引擎:有机增长、无机增长和地域扩张 [43][44][96][97] 问答环节重要的提问和回答 问题1 **Gavin Fairweather 提问** 询问公司在go-to-market转型方面的进展和合作伙伴反馈 [47][52] **Charles Salameh 和 Jeremy Wubs 回答** - 公司正在优化合作伙伴账户分层,加强与战略合作伙伴的合作 [53][54] - 合作伙伴反馈总体积极,希望公司提供更多培训和支持 [92][93] 问题2 **Max Ingram 提问** 询问公司在整合方面的进展 [63] **Jeremy Wubs 和 Charles Salameh 回答** - 公司已完成内部流程和系统的整合,正在进一步优化和自动化 [64][65][66][67] - 整合不仅在内部,也需要与合作伙伴进行整合 [92][93] 问题3 **Mike Latimore 提问** 询问公司捆绑销售策略的进展和未来规划 [74][75][76][77][78] **Jeremy Wubs 和 Charles Salameh 回答** - 公司正在推出更多行业解决方案捆绑包,未来会根据不同客户需求提供定制化的捆绑方案 [74][75][76][77][78][79] - 捆绑销售与单品销售并存,公司ERP系统的升级是实现捆绑销售的关键 [78][79]

IÂ'm here today together with Charles Salameh, SangomaÂ's Chief Executive Officer; Jeremy Wubs, Chief Operating and Marketing Officer; and Larry Stock, Chief Financial Officer, to take you through the results of the second quarter of fiscal year 2024, which ended on December 31 2023. We will discuss the press release that was distributed early today together with the companyÂ's financial statements and MD&A, which are both available on SEDAR+, EDGAR and will be available shortly on our website. As a reminde ...

NEWS RELEASE SANGOMA ANNOUNCES FOURTH QUARTER FISCAL 2023 RESULTS Fiscal year revenue surpasses $250 million for the first time MARKHAM, ONTARIO, September 27, 2023 – Sangoma Technologies Corporation (TSX: STC; Nasdaq: SANG) ("Sangoma" or the "Company"), a trusted leader in delivering cloud-based Communications as a Service solutions for companies of all sizes, today announced its fourth quarter financial results and audited consolidated financial statements for the fiscal year ended June 30, 2023. | --- | ...

Sangoma Technologies Corporation (SAMOF) Q2 2020 Earnings Conference Call February 27, 2020 5:30 PM ET Company Participants David Moore â Chief Financial Officer Bill Wignall â President and Chief Executive Officer John Tobia â Executive Vice President-Corporate Development Conference Call Participants Gavin Fairweather â Cormark Securities Gabriel Leung â Beacon Securities Derek Zaremba â Private Investor Operator Thank you for standing by. This is the conference operator. Welcome to the Sangoma Technologi ...