Yext Inc (LTS:0M2Q)

$ 7.2388 0 (0%) Market Cap: 932.54 Mil Enterprise Value: 798.49 Mil PE Ratio: 0 PB Ratio: 5.62 GF Score: 61/100

Q2 2025 Yext Inc Earnings Call Transcript

Sep 04, 2024 / 09:00PM GMT

Release Date Price: $4.89 (-0.35%)

Transcript 10-Q8-K

Key Points

Positve

Successful acquisition and integration of Hearsay Systems, expected to drive top-line synergies.
Positive customer feedback on the consolidation of Yext Inc (YEXT) and Hearsay Systems, indicating strong market acceptance.
Stable to modest growth in Annual Recurring Revenue (ARR) expected for the year.
Encouraging trend of 'boomerang' customers returning to Yext Inc (YEXT) after trying competitors.
Strong cultural alignment and quick integration between Yext Inc (YEXT) and Hearsay Systems teams, enhancing operational efficiency.

Negative

Hearsay Systems' revenue contribution is slightly dilutive to overall EBITDA margins.
Continued macroeconomic uncertainties, including elections, interest rates, and geopolitical risks, impacting customer spending.
Slower-than-expected improvement in the overall market environment, leading to cautious ARR growth projections.
Challenges in achieving immediate revenue synergies from the Hearsay acquisition due to the need for further integration and product alignment.
Potential dampening effect on reported ARR due to a shift from contractual to usage-based revenue models in the third-party reseller segment.

Operator

Good day, and welcome to the Yext, Inc. second-quarter fiscal 2025 financial results call. (Operator Instructions) Please note this event is being recorded. I would now like to turn the conference over to Nils Erdmann. Please go ahead. .

Nils Erdmann

Yext Inc - Investor Relations Officer

Thank you, operator, and good afternoon, everyone. Welcome to Yext's second-quarter fiscal 2025 earnings conference call. With me today are CEO and Chair of the Board; Mike Walrath and CFO, Daryl Bond. During this call, we will make forward-looking statements, including statements related to our future financial performance, statements regarding the expected effects of our acquisition and integration of Hearsay Systems, expectations regarding the growth of our business, our outlook for the third quarter and full fiscal year 2025, our strategy and estimates of financial and operating metrics, capital expenditures and other indications of future opportunities as further described in our second quarter shareholder letter. .

These forward-looking statements are subject to

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