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Darktrace has been acquired
Darktrace Q4 2024 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2024 TU earnings summary18 Jul, 2024
Executive summary
Achieved strong close to FY 2024 with third consecutive quarter of accelerating Net ARR added growth and improved customer retention metrics.
Significant business changes have led to sustained positive impact, supporting the next phase of growth.
Financial highlights
Annualised recurring revenue (ARR) at 30 June 2024 reached $782.2 million, up 22.7% year-over-year at constant currency.
Net ARR added for FY 2024 was $144.9 million, a slight year-over-year decline of 0.3%, but Q4 Net ARR added grew 12.4% year-over-year.
FY 2024 revenue expected to be at least $689.5 million, up at least 26.4% year-over-year; Q4 revenue at least $183.1 million, up at least 24.6%.
One-year gross ARR churn improved to 6.3%, down 0.5 percentage points year-over-year; Net ARR retention rate rose to 106.6%.
Customer base grew 10.6% year-over-year to 9,735, with 936 net new customers added, 333 in Q4.
Outlook and guidance
No FY 2025 performance outlook provided due to regulatory and market practices related to the proposed Thoma Bravo acquisition.
Darktrace expects new customer ARR additions to increase through FY 2025.
Reconcile full-year Net ARR decline with Q4 growth.
What drives expected FY25 new customer ARR growth?
What are the regulatory impacts on future disclosures?
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Frequently asked questions
Darktrace plc, together with its subsidiaries, engages in the development and sale of cyber-threat defense technology solutions. Its solutions protect organizations from insider threats, malware, ransomware and advanced persistent threats (APTs). The company's solutions include: Enterprise Immune System, Cyber-threats Operations Center, Threat Defense Analytics, Incident Response Platform and Insider Threat Program. Its solutions track the activities of the malicious insider to understand the scope of the breach and whether there are other insiders involved with the incident. It serves customers through direct sales force, managed service providers, resellers and system integrators. Darktrace plc based in Cambridge, the United Kingdom
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