Adyen N.V. (ADYEY) H2 2023 Earnings Call Transcript Summary
Adyen N.V. (ADYEY) H2 2023 Earnings Call Transcript Summary
The following is a summary of the Adyen N.V. (ADYEY) H2 2023 Earnings Call Transcript:
以下是Adyen N.V.（ADYEY）2023年下半年财报电话会议记录摘要：
Financial Performance:
财务业绩：
Adyen N.V. posted net revenue of EUR 887 million for H2 2023, marking a 23% increase year-on-year, primarily driven by the growth of the existing customer base.
EBITDA grew by 14% year-on-year in H2, despite continued investment in the team, with an EBITDA margin of 48%.
Net income recorded substantial growth, owing to significant interest income.
Adyen expects net revenue growth to be between the low 20s and high 20s percentage-wise over the next three years, with 2024 leaning towards the lower end. They also anticipate an increase in the EBITDA margin in 2024 compared to 2023.
Adyen N.V. 公布2023年下半年的净收入为8.87亿欧元，同比增长23％，这主要是由现有客户群的增长推动的。
尽管对团队进行了持续投资，但下半年的息税折旧摊销前利润同比增长了14％，息税折旧摊销前利润率为48％。
由于利息收入巨大，净收入大幅增长。
Adyen预计，未来三年的净收入增长百分比将介于20年代的低点和20年代的高点之间，而2024年则倾向于较低水平。他们还预计，与2023年相比，2024年的息税折旧摊销前利润率将增加。
Business Progress:
业务进展：
Over 80% of Adyen's growth stemmed from existing customers with less than 1% volume churn from the customer base, underlining the strength of their partnerships.
Product innovation led to a growth of digital volume by 33% year-on-year, Unified commerce volume by 24%, and SaaS business model by 19% year-on-year.
Adyen is gearing up for the next scale of opportunities, with strategic plans including global team expansion, strategic partnerships, and product innovation.
Adyen continues to invest in Brazil and Mexico, tailoring their products to these complex markets.
In 2024, Adyen plans a slower hiring pace and to continue adapting their sales and account management strategies to emphasize total cost of ownership.
They also foresee embedding payments into more SaaS platforms as a significant growth opportunity.
Adyen超过80％的增长来自现有客户，客户群的流失量不到1％，这凸显了他们合作的实力。
产品创新使数字交易量同比增长33％，统一商务量增长24％，SaaS商业模式同比增长19％。
Adyen 正在为下一轮机遇做准备，其战略计划包括全球团队扩张、战略合作伙伴关系和产品创新。
Adyen 继续在巴西和墨西哥投资，为这些复杂的市场量身定制产品。
2024年，Adyen计划放慢招聘步伐，并继续调整其销售和客户管理策略，以强调总拥有成本。
他们还预计，将支付嵌入更多的SaaS平台将是一个重要的增长机会。
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