The Descartes Systems Group Inc (DSGX) Q3 2025 Earnings Call Highlights: Record Revenue Growth ...

GuruFocus.com12-04

Release Date: December 03, 2024 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points The Descartes Systems Group Inc (NASDAQ:DSGX) ...

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GuruFocus has detected 4 Warning Sign with OKTA.\n\nQ: What are you hearing from customers about how they're navigating the current geopolitical and economic uncertainties, and how are they looking to Descartes to help them? A: Ed Ryan, CEO: Customers are using our Global Trade Intelligence solutions to assess potential impacts of tariff changes. While there's uncertainty about what will happen, increased use of our systems is helping customers plan. Some customers are considering shipping goods in advance, but we haven't seen this clearly yet.\nQ: Can you elaborate on the potential of Seller Cloud now that there's a more comprehensive solution? How does it fit into your financial profile and customer wallet share? A: Ed Ryan, CEO: Seller Cloud adds order entry functionality to our e-commerce solutions, making us more attractive to a broader customer base. We've already seen sales of combined solutions, indicating significant opportunity for growth and increased customer engagement.\nQ: Regarding your Global Trade Intelligence solutions, what's the penetration across your customer base, and what do you see as the longer-term opportunity? A: Ed Ryan, CEO: Every customer moving multiple products to multiple countries is a potential target. Our solutions are designed to integrate with systems like Oracle and SAP, making us a leader in the market. There's a significant opportunity as more companies recognize the need for these solutions.\nQ: With the recent acquisitions, how do you see the timeline for integration and margins trending back to typical levels? A: Allen Brett, CFO: Each acquisition is different, but we aim to improve margins through growth and cost control. Some integrations may take a few quarters, while others could take a couple of years, depending on the deal.\nQ: Can you provide any color on your exposure to North American trucking volumes, particularly between Canada, the US, and Mexico, given the potential for tariffs? A: Ed Ryan, CEO: We have substantial business with carriers across these regions. The impact of tariffs is uncertain, but we expect to help customers navigate any changes efficiently, as they rely on us for managing complexity.\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","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":"4.29.3","shortVersion":"4.29.3","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/2488974158"}