Logility Supply Chain Solutions Inc (LGTY) Q1 2025 Earnings Call Highlights: Navigating Growth ...

GuruFocus.com10-10

Revenue: $26.2 million, a 1% increase from $25.9 million in the same period last year. Subscription Fees: Increased 7% year-over-year to $14.8 million. Professional Services Revenue: Increased 5% to $...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2474898677?lang=en_US&edition=fundamental","thumbnail":"https://s.yimg.com/uu/api/res/1.2/N0_OdBJVvxUTJBdCeTZnGQ--~B/aD0yMjI7dz0yMjI7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/us.finance.gurufocus/943ed1889cb7f715d9d45e1728c27b8b","is_english":true,"pubTime":"2024-10-10 06:37","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2474898677","market":"us","top_or_hot":-1,"title":"Logility Supply Chain Solutions Inc (LGTY) Q1 2025 Earnings Call Highlights: Navigating Growth ...","media":"GuruFocus.com","content":"<div>\n<p>Revenue: $26.2 million, a 1% increase from $25.9 million in the same period last year.\nSubscription Fees: Increased 7% year-over-year to $14.8 million.\nProfessional Services Revenue: Increased 5% to $...</p>\n\n<a href=\"https://finance.yahoo.com/news/logility-supply-chain-solutions-inc-223753171.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Logility Supply Chain Solutions Inc (LGTY) Q1 2025 Earnings Call Highlights: Navigating Growth ...</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLogility Supply Chain Solutions Inc (LGTY) Q1 2025 Earnings Call Highlights: Navigating Growth ...\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 06:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/logility-supply-chain-solutions-inc-223753171.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Revenue: $26.2 million, a 1% increase from $25.9 million in the same period last year.\nSubscription Fees: Increased 7% year-over-year to $14.8 million.\nProfessional Services Revenue: Increased 5% to $...</p>\n\n<a href=\"https://finance.yahoo.com/news/logility-supply-chain-solutions-inc-223753171.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LGTY","symbol_name":"LOGILITY SUPPLY CHAIN SOLUTIONS INC","start_time":0,"source_url":"https://finance.yahoo.com/news/logility-supply-chain-solutions-inc-223753171.html","article_id":"2474898677","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/N0_OdBJVvxUTJBdCeTZnGQ--~B/aD0yMjI7dz0yMjI7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/us.finance.gurufocus/943ed1889cb7f715d9d45e1728c27b8b"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2474898677","pubTimestamp":1728513473,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Revenue: $26.2 million, a 1% increase from $25.9 million in the same period last year.Subscription Fees: Increased 7% year-over-year to $14.8 million.Professional Services Revenue: Increased 5% to $3.9 million.Maintenance Revenue: Declined 11% year-over-year to $7.3 million.Gross Margin: Increased to 67% from 65% in the prior year period.Operating Income : $1.8 million, up from $1.4 million in the same period last year.Net Income : $2.1 million, or $0.06 per diluted share, compared to $2.6 million, or $0.08 per diluted share, last year.Adjusted Operating Income: $4.3 million, up from $3.2 million in the same period last year.Adjusted EBITDA: $4.6 million, compared to $3.7 million the same quarter last year.Cash and Investments: Approximately $92 million at the end of the quarter.Day Sales Outstanding: Decreased to 61 days from 76 days in the same period last year.International Revenue: 22% of total revenues, compared to 18% last year.Remaining Performance Obligations: $125 million, a 1","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"LGTY":"LOGILITY SUPPLY CHAIN SOLUTIONS INC"},"translate_title":"Logility Supply Chain Solutions Inc(LGTY)2025年第一季度收益看涨期权亮点：引领增长……","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LGTY":1,"AMSWA":0.9},"content_text":"Revenue: $26.2 million, a 1% increase from $25.9 million in the same period last year.\nSubscription Fees: Increased 7% year-over-year to $14.8 million.\nProfessional Services Revenue: Increased 5% to $3.9 million.\nMaintenance Revenue: Declined 11% year-over-year to $7.3 million.\nGross Margin: Increased to 67% from 65% in the prior year period.\nOperating Income (GAAP): $1.8 million, up from $1.4 million in the same period last year.\nNet Income (GAAP): $2.1 million, or $0.06 per diluted share, compared to $2.6 million, or $0.08 per diluted share, last year.\nAdjusted Operating Income: $4.3 million, up from $3.2 million in the same period last year.\nAdjusted EBITDA: $4.6 million, compared to $3.7 million the same quarter last year.\nCash and Investments: Approximately $92 million at the end of the quarter.\nDay Sales Outstanding: Decreased to 61 days from 76 days in the same period last year.\nInternational Revenue: 22% of total revenues, compared to 18% last year.\nRemaining Performance Obligations: $125 million, a 13% increase from last year.\n\n\nWarning! GuruFocus has detected 3 Warning Sign with LGTY.\n\nRelease Date: August 22, 2024\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.\n Positive Points \n\nLogility Supply Chain Solutions Inc (NASDAQ:LGTY) reported a slight increase in revenue both sequentially and year-over-year, driven by sustained growth in cloud revenue and high retention rates.\nThe company achieved its strongest gross margin performance in over a year, with an adjusted EBITDA margin reaching nearly 18%.\nLogility's AI-first approach to supply chain planning is resonating well with clients, with new generative AI capabilities and the Decision Command Center enhancing decision-making processes.\nThe company is seeing increased traction from its network design optimization solution, which is helping clients manage supply chain volatility.\nLogility's financial position remains strong, with cash and investments of approximately $92 million at the end of the quarter.\n\n Negative Points \n\nConversion of the pipeline remained low by historical standards due to seasonal softness and cautious buyer behavior in an uncertain economic environment.\nMaintenance revenues declined 11% year-over-year, partly due to the divestiture of the transportation group.\nThe company is experiencing slower conversions from on-premise to cloud solutions, although steps are being taken to accelerate this transition.\nEconomic anxiety is impacting new client opportunities and larger transformative projects more than expected.\nThe competitive landscape remains challenging, with SAP dominating the consumer goods space, posing significant competition.\n\n Q & A Highlights \nQ: Can you quantify the high retention rates mentioned and compare them to historical figures? A: Our retention rates have been consistent with past quarters, remaining in the mid-90s. - H. Allan Dow, President, CEO\nQ: Given the slower conversions from on-prem to cloud, are you taking any internal actions or redirecting resources? A: We have not diverted resources but have taken steps to accelerate conversions, such as ending development of self-managed versions and making transitions easier for clients. These efforts are expected to show results as clients budget for these transitions. - H. Allan Dow, President, CEO\nQ: How actively are you pursuing M&A opportunities, and what are you seeing in terms of valuations? A: We have adopted a more opportunistic approach due to misaligned valuations. We remain open to the right tuck-in opportunity but are more conservative than in previous years. - H. Allan Dow, President, CEO\nQ: Is the 30% professional services margin sustainable given the pipeline dynamics? A: We are comfortable with the 30% margin, viewing it as a return to normal levels. - Vincent Klinges, CFO\nQ: Can you provide an update on DemandAI-plus and its traction with new and existing customers? A: DemandAI-plus is now our sole forecasting capability, and we are transitioning clients to longer-term contracts. The product is well-integrated into our platform, and we are seeing good progress in client adoption. - H. Allan Dow, President, CEO\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.This article first appeared on \nGuruFocus.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2474898677"}