Senstar Technologies 2026年第二季度业绩电话会议纪要

发布时间：2026-08-25 一、AI总结内容 一、核心业务与业绩 1. 2026年第二季度营收1040万美元，同比增长8%，符合财务计划，环比北美占比从53%降至43%，EMEA升至37%，APAC升至19%2. LIDAR解决方案营收同比翻倍，占全球销售比重从第一季度的11%升至20%，SCL 4是主要增长贡献者，Blackfield的激光雷达方案填补户外安防等市场空白3. 各地区表现：APAC营收同比增长93%（ utilities、数据中心等驱动），EMEA同比增长14%，北美同比下降12%（美国惩教项目延迟，加拿大同比增长19%） 二、产品与战略布局 1. 推进两项2026年下半年上市的创新产品：用于周界安防等的下一代光纤传感技术（第三季度末发布），嵌入现有光纤系统，拓展短距离应用场景；支持安防物流运营自动化的WorldPro流程引擎，绑定ScentSoft Symphony算法平台以提升软件及 recurring 营收2. Blixel收购协同效应显现，产品管线覆盖北美、拉美、EMEA、APAC的安防与体积监测领域，公司将在亚特兰大全球安全展展示相关解决方案3. 推进产品创新应对客户需求，优先提升营收转换率与可持续盈利增长 三、财务核心指标 1. 第二季度毛利率64.2%，同比略有下降；运营费用640万美元（同比增长18%），主要因Blackfield收购相关成本，运营收入34.3万美元，EBITDA 55.1万美元2. 截至2026年6月30日，现金及短期存款800万美元，无债务；收购Blackfield于2026年2月完成，现金出资1040万欧元 四、问答环节核心要点 1. LIDAR增长由Sensor团队与Blixel团队共同贡献，未拆分具体占比2. 研发费用增长主要因纳入Blackfield团队相关成本，约30万美元3. 美国惩教市场项目因2025年底联邦政府停摆延迟，无项目取消迹象，预计下半年恢复，已任命美国及拉美销售副总裁强化该领域拓展4. 激光雷达将持续增长，与热成像相机存在竞争，公司将通过新产品与销售布局把握机会 二、音频原文（转写） Remains a key proof point of our strategy. On acombined basis, LIDAR solutions grew nearly onehundred percent year over year, and now represents twenty percent of our global sales, comparedwith eleven percent in the first quarter. Sems saw SCL four generating a meaningful portion of that growth. We believe the results support the strategic rationale of the Blixel acquisition, which combined Blixel technology and Nohau with Se ms' soft partner network and SEL. This combination enhances our propulsion in targeted verticalmarkets. We are seeing a growing pipeline in security and volume monitoring application with opportunities across North America, Latin America,EMEA and APAC. Blackfield is also complementaryto our existing portfolio with limited overlap across cell channels. Its lidar solution primarily competes with thermal camera solutions in parameter and outdoor application. Both reported byour closest peers and lighter across security volume monitoring and traffic monitoring reinforces our confidence in the long-term market opportunity. Product innovation remains important to stem stock. And we continue to advance product andsolution in response to customer needs. specifically. We're in the final development stage of 2plan launches. 嗯。 and that is fiber ranch. Our next generation fiber optic sensing technology designed for perimeter infusion detection systems. and critical infrastructure protection 啊。are expected to be fullyreleased at the end of the third quarter. The embedded fiber wrench is in turn which broadenedthe fiber pits markets to include short distanceapplication. traditionally using alternative technologies. It's embedded in an engine. is designed to improve situational awareness When the demolition intrusion attempts, and reduced news and solemn rate. See for the workflow engine. Thecustomizable tool is integrated into the ScentSoft Symphony Common Algorithm platform to automate tasks. for security and logistics operators. We expect the WorldPro engine to support softwaresales and recurring revenue over time. We currently expect both innovation to be released in the second half of 2026. and we intend to showcasethe security solution. at the upcoming global security exchange in Atlanta. overruled. are confident and supported by customer engagements orde r activity. geographic diversification. and expanding lighter opportunities. We believe the benefits of the digital acquisition are beginning toemerge alongside Companies growth in utility. growth in EMEA and APAC and an expected recoveryof the U-Rex correction market. our diversifiedpipeline. it's converting to revenue and improving revenue conversion remains a key priority. 嗯。 with our team, product, solution and experiencein place. We believe we're positioned to executeon our goals for the year. and pursue sustainable profitable growth. Before turning the call over to Alicia, I'd like to thank our employees for their continued dedication. our customers willbe trusted. and our shareholders to their support. I will now turn the call over to Alicia formore sales review of the financial results. Thank you, Vivian. Revenue in the second quarter of2026 was 10.4 million dollars. compared to ninepoint seven million in the year ago quarter. andwas in line with our financial plan. This 8% increase year over year reflected strength in APACand EMEA. light our sales nearly doubled Partially offsetting. continued weakness in the U.S. corrections vertical related to project delays following the federal government shutdown in late2025. APAC was the strongest performing geographic market ゲームって。 the quarter. with revenue increasing 93%. you'reover here. Growth was driven by steady demand in utilities. data center. corrections and airport. Japan and South Asia. reported accelerated growth during the quarter, while WIDAR is showingencouraging early indicators. Emea's strength inthe first quarter continued into the second quarter. with revenue increasing 14% year-over-year. performance-related broad-based gains across the region with particular strength in utiliti