🔹 Adj EPS: $0.49 (Est. $0.38) 🟢
🔹 Revenue: $205M (Est. $200.16M) 🟢; UP +13% YoY
🔹 Adj EBITDA: $86M (Est. $73.72M) 🟢; UP +17% YoY
Q1'25 Guidance:
🔹 Adj EPS: $0.41-$0.46 (Est. $0.42) 🟢
🔹 Revenue: $207M-$209M (Est. $207.7M) 🟡
FY25 Guidance:
🔹 Revenue: $870M-$890M (Est. $877.7M) 🟡
🔹 Adj EPS: $1.85-$1.95 (Est. $1.84) 🟢
Q4'24 Segment Highlights:
🔹 Revenue from Scalers+ (Top 500+ Customers): 22% of total revenue; UP +37% YoY
Q4'24 Geographical Breakdown:
🔹 Total Revenue: $205M; UP +13% YoY (global, no regional split provided)
Other Q4'24 Metrics:
🔹 ARR: $820M; UP +13% YoY
🔹 Net Dollar Retention: 99%; UP from 97% QoQ
🔹 ARPU: $105.75; UP +14% YoY
Strategic/Shareholder Updates:
🔸 Released 49 new products/features, 4x more than Q4’23
🔸 Repurchased 716,718 shares in Q4
🔸 Launched GenAI Platform and Cloudways Copilot (AI-powered hosting)
Management Commentary:
🔸 "Paddy Srinivasan (CEO): We’re entering 2025 with momentum—Q4 revenue grew 13% YoY, and our top 500+ customers’ revenue surged 37% YoY, reflecting traction in AI and focus on higher-spend customers."