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But happy with what we've been seeing here.
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I just, just curious to get your sense on, on kind of visibility of, of this business because it's obviously been very Q4 loaded over the last couple of years.
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You also saw that we have a new leader, <inaudible> Lee, she's joined us, uh, as the new president APAC in December.
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Uh, and for the full year;
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Uh, morning, uh, Oliver and Stefan.
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As you would expect now, obviously some of the pipeline needs to be rebuilt <inaudible> trying to ask for all others enterprise software companies out there, as well.
2,614.52002
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Yeah, maybe, uh, a thought would be, uh, competition point.
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Firstly, part of the growth stems from higher volumes with existing customers as a result of our continued cross and upselling, as well as winning new customers at higher prices.
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Like just to really understand what are the, w- what the features are?
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But use these joint use case, use cases and success stories as reference for other potential customers.
1,250.439941
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Uh, overall, clearly the business remains very scalable despite our strong push into adjacent markets, and the even stronger push into our enterprise business, is around 93%.
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So very strong development, I would say.
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Could you please remind us what your expected impact may be in 2022?
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Look, I think it's just straight up, uh, to cancel them.
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All right, thank you.
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I don't think so frankly.
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Uh, sorry, into the brand equity partnerships.
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Um, uh, and the other half being classical <inaudible> and engagement, manage connectivity, uh, customer interaction, um, products and so forth.
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Uh, recently, we started working <inaudible> with ABB, one of the world's leading global technology companies.
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And, and I would expect, uh, clearly that overall we continue to improve our NRR, uh, for the full year, which was li- like 98%.
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Welcome to the conference call of TeamViewer AG.
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We have closed a commercial agreement with them and we are now jointly improving in marketing and augmented reality solutions to digitalize the food industry.
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You can see some more figures, really impressive figures on our two major sponsorships on the slide of slide 17.
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Thank you, Robert.
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So we really believe, uh, we have, we have set a clear course, uh, and we deliver on, um, on this.
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And our subscriber base therefore slightly decreased by net 1000, uh, subscribers during the fourth quarter, which was pretty much in line with, with our estimates.
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I think we have discussed it multiple times.
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Uh, moving on to cash generation, clearly a continuous highlight of TeamViewer.
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Uh, and these partnerships are a great opportunity to join forces with both those parties and leverage our sales reach globally.
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We signed to partnerships with football club Manchester United and the Formula One and the Formula e-racing teams of Mercedes.
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A, the net retention rate increased quite nicely, as you can see on the graph, uh, on the left hand side.
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At our customer's request, this conference will be recorded.
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We provide extensive state of the art augmented reality to Ford, to Ford's diagnostics teams, which must go through complex technical issues when checking vehicles.
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As, as it on the shorter <inaudible>.
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And in second question, um, are you able to broadly quantify the impacts on the strategic partnerships with SAP and Google as you think ahead?
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Uh, predominantly more bias towards OT especially, obviously, the frontline solutions as well, or the whole AR suite.
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And as you can see at the bottom of this slide, uh, our financing structure is very solid and long term secured with no refinancing needs for the next two to three years.
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We also had and will continue to have relatively low taxes.
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Following a sustainable and profitable growth trajectory.
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Um, we'd have a tough year for APAC overall, but with a very strong finish.
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Or is it something that you might revisit and sort of say if growth expectations on exactly what, what you want them to be?
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For the medium outlook, this remains unchanged as well.
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Uh, but I think that's it for the time being.
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Thank you.
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For the fourth quarter you can image for the enterprise was significantly higher.
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The global mega trends are still well intact and will continue to support our growth trajectory, uh, in 2022.
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Uh, let them be on the, on the platform and use our products and get to know other use cases.
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So really seeing a shift there.
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Um, and, um, in some markets this is competitively priced and others, uh, it's maybe a bit too high.
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And if you sum all of this up, I think TeamViewer clearly has a highly attractive financial profile.
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We were able to achieve this positive development primarily through our successful app and cross selling.
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So overall, very pleased with, with the momentum which we've seen.
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I mean, that's hardly material contributions from that so <crosstalk> all of the goals which you have seen is pretty much organic growth.
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Therefore, our effective, uh, tax cash rate remains pretty low.
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So, um, um, I think that in going hypothesis is wrong, um, on that end.
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And I have three questions.
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I think it's a bit early to give precise guidance.
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So, um, in line with the top line.
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<crosstalk> a reminder, if you have a question for our speakers, please dial 01 to enter the queue.
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No, no meaningful reduction.
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Another very different example, uh, use case which I want to show is our cooperation with <inaudible> Austria, which is one of the largest banking groups in Central and Eastern Europe.
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Uh, growth in the Americas actually was clearly biased towards enterprise, very strong pipeline conversion there.
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We will now begin our question and answer session.
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Uh, clearly we see, uh, that there is significant, um, kind of competition, uh, for workforce across all markets.
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That's the first question.
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This is one of the aspects that make us confident about our enterprise business.
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Yeah, uh, good point.
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In the next few slides, uh, slide 7 now.
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Uh, and that was quite a drag on our NRR.
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I would also expect a moderately, uh, biased <inaudible> towards the second half.
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Okay, uh, so on the AR side of things, I think we disclose at the capital markets day that an ATM basis, uh, operational workflows, billings were around 30 million, won three and that is subsidized substantially increase in the fourth quarter as you would expect.
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We came out at the high end of our pre release numbers with 257 million Euro adjusted EBITDA or a 47% margin.
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So, im- immaterial an- and the same with our Upskill.
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Uh, but we still maintain significant firepower to pursue M&A.
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Um, and we have two partners with this to boost our brand awareness globally, really.
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I think we have an attractive, um, compensation system.
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And I can fit one more in.
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So I would say in a way good problem to have because the share of new business to, uh, to recurring renewal business is still very high.
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I think overall very strong.
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This underpins our success in billing a leading enterprise business that is delivering strong and sustainable growth.
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Uh, this concludes today's presentation and we now look forward to taking your questions.
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But I, what is not true is that enterprise is suppressing our margin that, uh, we have found the enterprise investments, back, back in the year so to say and ramped up our sales force and also our R&D, product management and the like.
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And seasonality, yeah, you're right.
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Um, if I look at Q4, there's been a meaningful sort of reduction in the sales and, and the marketing lines there, presumably around the right sizing.
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So, that is, a lot of the driver, the drivers really leadership change only.
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Uh, now in margin, uh, you expressed it as having less confidence.
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Uh, EMEA contributed billings of 86 million up 60%.
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And also highlighting some of the use cases Oliver mentioned, which included our frontline solutions.
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Uh, so we don't use any of that for the time being.
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The quality performance of the net retention rate showed, uh, as I said, a strong improvement in the fourth quarter coming up 205% and therefore pushing the overall net retention rate for the full year to 98%.
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They help us to accelerate our expansion into various strategically relevant vertical industries.
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Not only the amount of enterprise customers increase, but also our enterprise billings.
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Uh, this is good achievement.
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The next question is coming from Hans <inaudible>, UBS.
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Thank you for taking mine as well.
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The chart on the right hand side shows additional proof the enterprise business achieved high billings growth rates throughout 2021 and actually accelerated nicely during the year after somewhat slower staff due to the COVID retention and right sizing issues in the first quarter of 2021.
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This is primarily due to the suspension of the free to paid monetization campaigns which we stopped entirely during the third quarter.
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And as always, we'll conclude today's close Q&A following the presentation.
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Uh, also Google supported us scaling some larger deals, also very strong contribution there through indirect relationship support, I would say.
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Both brands truly global provide an unrivaled reach and marketing power for TeamViewer.
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Dataset Card for Earnings 22

Dataset Summary

Earnings-22 provides a free-to-use benchmark of real-world, accented audio to bridge academic and industrial research. This dataset contains 125 files totalling roughly 119 hours of English language earnings calls from global countries. This dataset provides the full audios, transcripts, and accompanying metadata such as ticker symbol, headquarters country, and our defined "Language Region".

Supported Tasks and Leaderboards

The dataset is intended to be used to evaluate Automatic Speech Recognition (ASR) models. The model is presented with an long audio file, ranging from several minutes to tens of minutes, and asked to transcribe the audio file to written text. The most common evaluation metric is the word error rate (WER), averaged over the 125 audio files.

Languages

The audio is in English, with speakers from seven different langauge regions and a total of 27 unique countries. As such, there is large diversity in the speakers and accents.

Dataset Structure

Configurations

The Earnings-22 dataset comes in two forms:

  • full: contains the full audio recordings as single long audio files. Intended for evaluation ASR systems on long-form audio files.
  • chunked: contains the audio recordings chunked into smaller audio files of maximum 20-seconds. The audio recordings are chunked on punctuation by computing the start/end timestamps for each segment using the Wav2Vec2 model. Intended for evaluation ASR systems on short-form audio files.

Data Instances

A typical data point comprises the audio input, denoted by the key audio, and its transcription, denoted by `transcription. Some additional information about the speaker, accent and passage which contains the transcription is provided as metadata:

{'audio': {'path': '/fsx/sanchit/speech-datasets/earnings22/media/4468679.mp3',
  'array': array([ 0.00000000e+00, -3.36748518e-09, -3.54287222e-09, ...,
          4.77626486e-07, -7.80206960e-07, -8.02787653e-07]),
  'sampling_rate': 16000},
 'file_id': '4468679',
 'ticker_symbol': 'PAM',
 'country_by_ticker': 'Argentina',
 'un_defined': 'Latin America and Caribbean',
 'major_dialect_family': 'Other',
 'language_family': 'Spanish/Portuguese',
 'file_length': '3300',
 'sampling_rate': '16000',
 'transcription': "Good morning ladies and gentlemen, and thank you for waiting. I'm Margarita Chun from IR, and we would like to welcome everyone to Pampa Energia's Third Quarter 2021 Results Video Conference...

Data Fields

  • audio: A dictionary containing the path to the downloaded audio file, the decoded audio array, and the sampling rate. Note that when accessing the audio column: dataset[0]["audio"] the audio file is automatically decoded and resampled to dataset.features["audio"].sampling_rate. Decoding and resampling of a large number of audio files might take a significant amount of time. Thus it is important to first query the sample index before the "audio" column, i.e. dataset[0]["audio"] should always be preferred over dataset["audio"][0].

  • file_id: unique id of the data sample.

  • ticker_symbol: ticker symbol of the company from which the earning call was taken.

  • country_by_ticker: country to which the ticker symbol belongs (i.e. where the company is registered).

  • un_defined: UN defined language region.

  • major_dialect_family: the large-span (major) dialect family to which the country belongs.

  • language_family: the Earnings-22 assigned language family. One of seven possible values: African, Asian, English, Germanic, Other Romance, Slavic, Spanish / Portuguese.

  • file_length: length of the audio in seconds.

  • sampling_rate: sampling rate at which the audio data was saved.

  • transcription: the target transcription of the audio file.

Data Splits

The Earnings-22 dataset is intended to be used as a test-only split for evaluating ASR systems. As such, only one split is provided: the test split.

Citation Information

@misc{delrio2022earnings22,
      title={"Earnings-22: A Practical Benchmark for Accents in the Wild"}, 
      author={Miguel Del Rio and Peter Ha and Quinten McNamara and Corey Miller and Shipra Chandra},
      year={2022},
      eprint={2203.15591},
      archivePrefix={arXiv},
      primaryClass={cs.CL}
}

Contributions

Thanks to @sanchit-gandhi for adding this dataset.

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