Sangoma Technologies Corp T.STC

Listened to the conference call

[AnitaGet]

They're trying to exude confidence and excitment.
Most of what the CEO talked about is already the company strategy- attachment/upsell, more direct- nothing new there amigo,

A few news things I took away from the call:
1) they are finally consolidating all the systems from 10+ aquisitions over the past 10 years.
2) they got rid of a slew of people to trim costs
3)guidance is 240-250 which is basiclly where they have already been for the past year
4) hardware is not going away; and they think they can do a better job of attaching hardware to their services than the previous regime.

Please tell me if I missed anything.

My maintain my position: hold/sell.

A.

[steavie]

It's too early to tell. I'll give them another 2-3 quarters. I may have missed it, but I don't recall them talking about how their white labelling/wholesaling strategy is doing.

[GeraldW]

I think you have a have a "half-emtpy" take on what was said on the call. I could be wrong but revenue guidance was $245M-$250M EBITDA $41-$44M 17%+.  Balance sheet is very good again and cash coversion is very high. Almost no customer churn and new AI products just launched. All good going forward. The stock trades at less than 50% of revenues. how?

[GeraldW]

Net Debt to EBITDA is less than 2 times which is now low leverage.

[Stonksonlyup90]

Should be under 1x this time next year. Building a solid base for growth.

[Torontojay]

Let's call a spade a spade.  This is from the first quarter 2023 results dated on Nov 10,2022. What was the revenue guidance and ebitda for this year?  Outlook for fiscal year 2023 The Company is maintaining its outlook for the fiscal 2023 year. We expect to generate revenue of between $275 and $285 million, and Adjusted EBITDA to be in a range of $48 to $52 million.