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年下半年業績電話會議記錄摘要：
Financial Performance:
財務業績：
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. 公佈2023年下半年的淨收入爲8.87億歐元，同比增長23％，這主要是由現有客戶群的增長推動的。
儘管對團隊進行了持續投資，但下半年的息稅折舊攤銷前利潤同比增長了14％，息稅折舊攤銷前利潤率爲48％。
由於利息收入巨大，淨收入大幅增長。
Adyen預計，未來三年的淨收入增長百分比將介於20年代的低點和20年代的高點之間，而2024年則傾向於較低水平。他們還預計，與2023年相比，2024年的息稅折舊攤銷前利潤率將增加。
Business Progress:
業務進展：
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超過80％的增長來自現有客戶，客戶群的流失量不到1％，這凸顯了他們合作的實力。
產品創新使數字交易量同比增長33％，統一商務量增長24％，SaaS商業模式同比增長19％。
Adyen 正在爲下一輪機遇做準備，其戰略計劃包括全球團隊擴張、戰略合作伙伴關係和產品創新。
Adyen 繼續在巴西和墨西哥投資，爲這些複雜的市場量身定製產品。
2024年，Adyen計劃放慢招聘步伐，並繼續調整其銷售和客戶管理策略，以強調總擁有成本。
他們還預計，將支付嵌入更多的SaaS平台將是一個重要的增長機會。
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