Avaya Holdings Corp (AVYA) 2022 Q3 法說會逐字稿

Welcome to Avaya's call to discuss certain preliminary fiscal 2022 third quarter financial results.

歡迎參加 Avaya 電話會議討論 2022 財年第三季某些初步財務業績。

Alan Masarek, Avaya's President and CEO; and Kieran McGrath, Executive Vice President and CFO, will lead this video conference and share with you some prepared remarks.

Avaya 總裁兼執行長 Alan Masarek；執行副總裁兼財務長 Kieran McGrath 將主持本次視訊會議並向大家發表一些準備好的演講。

The press release and investor slides referenced on this video conference are accessible on the investor page of our website as well as in the 8-K filed today with the SEC. These should aid in your understanding of Avaya's preliminary financial results. All financial metrics referenced on this call are non-GAAP, with the exception of revenue. We have included a reconciliation of such non-GAAP metrics to GAAP in the press release and investor slides, which were filed with the SEC earlier today.

本次視訊會議上引用的新聞稿和投資者幻燈片可以在我們網站的投資者頁面上以及今天向美國證券交易委員會提交的 8-K 文件中查閱。這些應該有助於您了解 Avaya 的初步財務結果。本次電話會議中引用的所有財務指標均為非公認會計準則指標，收入除外。我們在新聞稿和投資者幻燈片中將這些非 GAAP 指標與 GAAP 進行了對賬，並於今天早些時候提交給了美國證券交易委員會 (SEC)。

Also during this call, we will be making certain forward-looking statements, including statements concerning our future prospects; financial results; liquidity; cost-cutting initiatives; internal controls; ongoing investigations by our Audit Committee; our strategies, investments; industry trends; and our ability to successfully respond to business risks, including those related to the spread of COVID-19, inflation and increased raw materials costs and other supply chain issues. Such statements are considered forward-looking statements under the Private Securities Litigation Reform Act of 1995 and are subject to certain risks and uncertainties which could cause actual results to differ materially from those contemplated by our forward-looking statements. Information about these various risks and uncertainties may be found in our most recent filings with the SEC, including our Form 10-K and our Form 10-Qs. Reported results should not be considered an indication of future performance. Also note that the forward-looking statements on this video conference are based on information available to us as of today's date. We disclaim any obligation to update any forward-looking statements, including guidance, except as required by law.

此外，在本次電話會議中，我們將做出某些前瞻性陳述，包括有關我們未來前景的陳述；財務業績；流動性；削減成本舉措；內部控制；我們的審計委員會正在進行的調查；我們的策略、投資；行業趨勢；以及我們成功應對商業風險的能力，包括與 COVID-19 蔓延、通貨膨脹、原材料成本增加和其他供應鏈問題相關的風險。根據 1995 年《私人證券訴訟改革法》，此類聲明被視為前瞻性聲明，並受某些風險和不確定性的影響，這些風險和不確定性可能導致實際結果與我們的前瞻性聲明所預期的結果有重大差異。有關這些各種風險和不確定性的資訊可以在我們最近向美國證券交易委員會提交的文件中找到，包括我們的 10-K 表和 10-Q 表。報告的結果不應被視為未來表現的指標。另請注意，本次視訊會議上的前瞻性陳述是基於我們截至今天所掌握的資訊。除非法律要求，我們不承擔更新任何前瞻性陳述（包括指引）的義務。

I'll now turn it over to Alan.

現在我將把它交給艾倫。

Good morning. I'm Alan Masarek, and I'm pleased to be speaking with you for the first time as Avaya's CEO.

早安.我是艾倫·馬薩雷克，很高興作為 Avaya 的首席執行官第一次與您交談。

I'll start out by addressing our disappointing results for the quarter, but before we dive in, let me highlight 2 points. First, my commitment to you is that our team and I will share information in an open, honest, direct and transparent manner. And second, I've always considered Avaya's opportunity for success to be much greater than its past performance. I've been interested in Avaya for a long time because I see many parallels to my experience leading Vonage's transformation, which I'll describe later. With respect to our preliminary Q3 results, please refer to the investor deck, in which we highlight the components of the miss and we reconcile Q3 results to prior public guidance.

我首先要談談本季令人失望的業績，但在深入探討之前，讓我先強調兩點。首先，我向您承諾，我和我的團隊將以公開、誠實、直接和透明的方式分享資訊。其次，我一直認為 Avaya 的成功機會比其過去的表現大得多。我很久以來就對 Avaya 很感興趣，因為我看到它與我領導 Vonage 轉型的經歷有很多相似之處，我將在後面描述。關於我們的第三季初步業績，請參閱投資者資料，其中我們重點介紹了未達到預期的因素，並將第三季業績與先前的公開指引進行了協調。

The largest component of the revenue miss was $64 million in lower subscription revenues versus the internal forecast reflected in our public guidance. In Q3, total contract value was less than our internal forecast because average contract duration and average contract size declined. Avaya's subscription revenues are based on total contract revenues, so these declines in duration and size meaningfully depress current quarter revenue recognition. These declines generally happen because some customers signed shorter-term contracts, while others renewed maintenance agreements instead of signing long-term software subscription contracts. The net result of these changes reduced the subscription revenue we could recognize for the 606 accounting standard, yet in spite of this large decline, velocity and demand for subscription remained strong. We signed nearly 120 more subscription deals in Q3 versus Q2.

收入損失的最大原因是，與我們公開指引中反映的內部預測相比，訂閱收入下降了 6,400 萬美元。第三季度，合約總價值低於我們的內部預測，因為平均合約期限和平均合約規模下降。 Avaya 的訂閱收入是基於總合約收入，因此持續時間和規模的下降嚴重降低了本季的收入確認。這些下降通常是因為一些客戶簽署了短期合同，而其他客戶續簽了維護協議而不是簽署長期軟體訂閱合約。這些變化的最終結果減少了我們可以根據 606 會計準則確認的訂閱收入，但儘管下降幅度很大，訂閱的速度和需求仍然強勁。與第二季相比，我們在第三季簽署了近 120 份訂閱協議。

Now the other large element of the revenue miss was $43 million related to CapEx licenses that were either delayed into Q4, downsized or lost. This revenue miss happened proportionally across the theaters, and we are working with our teams and channel partners to determine root causes.

現在，收入損失的另一個主要因素是與資本支出許可證相關的 4,300 萬美元，這些許可證要么被推遲到第四季度，要么被縮減或丟失。所有影院均出現了收入損失，我們正在與我們的團隊和通路合作夥伴合作找出根本原因。

To summarize. The lower subscription total contract value, the sequential quarterly increase in maintenance bookings and the accelerated decline of CapEx licenses seemed to imply that customers became cautious on making long-term -- longer-term commitments to Avaya, perhaps due to concerns about Avaya's near-term maturities -- near-term debt maturities given the very public nature and the extended length of time it took to premarket launch and complete the financing during Q3. Moving forward, we need to accelerate our contract booking and corresponding revenue recognition assessment and recording so we can more quickly report performance.

總結一下。較低的訂閱總合約價值、維護預訂的連續季度增長以及資本支出許可證的加速下降似乎意味著客戶對向 Avaya 做出長期（較長期）承諾變得謹慎，或許是出於對 Avaya 近期到期債務的擔憂（鑑於其高度公開性和在第三季度上市前推出和完成融資所花費的時間較長，短期內債務將到期）。展望未來，我們需要加快合約預訂和相應的收入確認評估和記錄，以便我們能夠更快地報告績效。

Avaya's subscription contract booking and accounting systems need to be more automated, particularly given the large quantity of contracts requiring manual review. In Q3, Avaya signed over 300 subscription contracts greater than $100,000 in TCV. Each of those contracts required manual review to determine revenue recognition, so we need to plan. We're planning to analyze the necessary upgrades. Or we are planning to analyze -- we plan -- to our systems to speed up our processes, particularly related to revenue recognition reviews around bespoke contracts.

Avaya 的訂閱合約預訂和會計系統需要更加自動化，特別是考慮到需要人工審查的合約數量龐大。第三季度，Avaya 簽署了 300 多份 TCV 超過 10 萬美元的訂閱合約。每份合約都需要人工審查以確定收入確認，因此我們需要製定計劃。我們計劃分析必要的升級。或者我們計劃分析——我們計劃——我們的系統以加快我們的流程，特別是與客製化合約的收入確認審查相關的流程。

In parallel with our internal work, our Audit Committee has engaged external counsel as a matter of good governance to conduct an independent investigation of Q3 results. Given the time it will take to complete this work, we will delay filing our third quarter 10-Q until this review is completed.

在進行內部工作的同時，我們的審計委員會也出於良好治理的考慮，聘請了外部法律顧問對第三季的業績進行獨立調查。考慮到完成這項工作所需的時間，我們將推遲提交第三季的 10-Q，直到審查完成。

Now let's shift gears to the actions underway to improve Avaya's near- and long-term prospects. In the July 28 press release, the company announced cost reduction initiatives to eliminate between $225 million and $250 million of costs. As we operationalize these cost savings and define our go-to-market and go-forward business plans, we may increase the size of this cost reduction initiative because the goal is to rightsize Avaya's cost structure to align with our contractual recurring revenue business model. My goal is to reduce enough costs so we generate positive net operating free cash flows in fiscal '23, excluding the restructuring costs.

現在讓我們轉向正在進行的行動，以改善 Avaya 的近期和長期前景。在 7 月 28 日的新聞稿中，該公司宣布了削減成本舉措，將減少 2.25 億至 2.5 億美元的成本。當我們將這些成本節約付諸實施並確定我們的市場進入和未來業務計劃時，我們可能會增加這項成本削減計劃的規模，因為目標是調整 Avaya 的成本結構，使其與我們的合約經常性收入業務模式保持一致。我的目標是降低足夠的成本，以便我們在 23 財年產生正的淨經營自由現金流（不包括重組成本）。

We intend to operationalize as many of these cuts as possible in this Q4. And for reductions requiring more time, the company will accrue pending restructuring charges at year-end.

我們打算在第四季度盡可能實施這些削減措施。對於需要更多時間的削減，公司將在年底累積待處理的重組費用。

So let's now return to why I wanted to join Avaya as CEO. I joined because I'm not a stranger to business transformations. Most recently, I guided Vonage through its own journey from a VoIP-based residential phone provider that was in multiyear revenue decline into a global enterprise cloud communications company with increasing revenues and profitability that led to a significant equity value appreciation. I know what it takes to succeed in this highly competitive global communications marketplace. I also understand the challenges in transitioning to a subscription-based cloud model.

現在讓我們回到為什麼我想加入 Avaya 擔任執行長的話題。我加入是因為我對業務轉型並不陌生。最近，我帶領 Vonage 從一家收入連年下滑的基於 VoIP 的住宅電話提供商發展成為一家全球企業雲端通訊公司，收入和盈利能力不斷增長，導致股權價值大幅升值。我知道如何才能在這個競爭激烈的全球通訊市場中取得成功。我也了解過渡到基於訂閱的雲端模型所面臨的挑戰。

So while all large-scale transformations are tough, Avaya has an enviable set of assets that are foundational to its success. Avaya is an iconic brand with a truly global customer footprint. Avaya serves 90,000 customers across 190 countries with a massive partner ecosystem. Avaya's customer base includes many of the world's largest enterprises. And Avaya maintains some of the world's largest communications deployments, so while our Q3 revenue and EBITDA miss is highly concerning, let's not forget Avaya's positive accomplishments in the quarter. And I'll take just 3.

因此，儘管所有大規模轉型都很艱難，但 Avaya 擁有令人羨慕的資產，這是其成功的基礎。 Avaya 是一個標誌性品牌，客戶遍布全球。 Avaya 擁有龐大的合作夥伴生態系統，為 190 個國家的 90,000 名客戶提供服務。 Avaya 的客戶群包括許多全球最大的企業。 Avaya 擁有全球最大的一些通訊部署，因此雖然我們的第三季營收和 EBITDA 未達預期令人擔憂，但我們不要忘記 Avaya 在本季取得的積極成就。我只要 3 個。

First, Avaya's transformation to subscription and cloud-delivered services remains well underway. In Q3, OneCloud ARR increased to $838 million, an increase of 12% sequentially and 97% year-over-year. This underscores the continued progress of our business model transformation and the strength of our offerings. Second, Avaya signed 92 deals in Q3 with TCV greater than $1 million, demonstrating continued strength with enterprise customers. We added approximately 1,300 new logos, with over 60% of those signing up for our cloud and subscription offers.

首先，Avaya 向訂閱和雲端交付服務的轉型仍在順利進行中。第三季度，OneCloud ARR增至8.38億美元，季增12%，年增97%。這凸顯了我們商業模式轉型的持續進展和我們產品的實力。其次，Avaya 在第三季簽署了 92 筆 TCV 超過 100 萬美元的協議，顯示其在企業客戶方面持續保持強勁勢頭。我們增加了約 1,300 個新標識，其中超過 60％ 註冊了我們的雲端和訂閱服務。

And third, recurring revenue was 70%, up from 64% a year ago. And our own remaining performance obligations commonly referred to as revenue backlog remained steady at $2.3 billion.

第三，經常性收入佔 70%，高於一年前的 64%。我們自己剩餘的履約義務（通常稱為收入積壓）保持穩定在 23 億美元。

Now notwithstanding these positives, Avaya has much to improve on. I've already discussed the need to rightsize our cost structure. We also need to continue to develop the products necessary to accelerate our transformation to cloud-based solutions. This says -- said, we have a strong technical foundation from which to build, including over 4,000 patents, many of which are seminal to our industry. And importantly, this shift to cloud-based technology is precisely the transition I led at Vonage.

儘管有這些正面因素，Avaya 仍有許多需要改進的地方。我已經討論過調整成本結構的必要性。我們還需要繼續開發必要的產品，以加速向基於雲端的解決方案的轉型。這表明，我們擁有強大的技術基礎，包括 4,000 多項專利，其中許多對我們的產業具有開創性意義。重要的是，這種向基於雲端的技術的轉變正是我在 Vonage 領導的轉變。

I also believe that a cultural revitalization is necessary. We revitalized Vonage's culture, and I intend to do the same here. I want Avaya to become the preferred destination place to work for the most talented in our industry. As I told Avaya employees during a live video presentation to the entire company last week: Prepare to win. Prepare to win. The message of winning is the same message we'll bring to Avaya's customers and partners. We want to be the world's best communications supplier. We will focus our investments on driving innovation and advancing the product development that our customers expect from us, and as such, we intend to win our customer's business every day.

我也相信文化復興是必要的。我們振興了 Vonage 的文化，我打算在這裡做同樣的事情。我希望 Avaya 成為我們行業最優秀人才的首選工作地點。正如我上週在對整個公司進行現場視訊演示時告訴 Avaya 員工的那樣：準備好贏得勝利。準備取勝。勝利的訊息與我們帶給 Avaya 的客戶和合作夥伴的訊息是一樣的。我們立志成為全球最好的通訊供應商。我們將集中投資推動創新和推進客戶期望的產品開發，因此，我們致力於每天贏得客戶的業務。

To our customers, I say I want to hear from you, to listen to your perspectives and to your ideas and to strengthen our partnership. I invite you to reach out to me directly and I will be doing the same.

對於我們的客戶，我想說我想聽到你們的聲音，聽取你們的觀點和想法並加強我們的合作關係。我邀請您直接與我聯繫，我也會這樣做。

To our partners. I recognize and I appreciate the tremendous value you play in Avaya's future, the great value you provide to our customers. I'm committed to strengthening our relationships so that we jointly deliver the best possible solutions for our customers.

對於我們的合作夥伴來說。我認識到並感謝您為 Avaya 的未來發揮的巨大價值，以及您為我們的客戶提供的巨大價值。我致力於加強我們的關係，以便我們共同為客戶提供最佳的解決方案。

In closing. I want you to know that our priority right now is to be heads down, executing on what I outlined today. We will be refreshing our outlook as we finalize our go-forward plans and our cost reduction initiatives. I will provide updates just as soon as available, and as such, we will not be taking Q&A today. Thanks for your support, and thank you in advance for your patience.

最後。我想讓你們知道，我們現在的首要任務是埋頭苦幹，執行我今天所概述的內容。當我們最終確定未來計劃和成本削減措施時，我們將更新我們的展望。我將盡快提供更新，因此今天我們不會進行問答。感謝您的支持，並提前感謝您的耐心。

I'll now turn the call over to Kieran for his CFO commentary.

現在我將把電話轉給基蘭，請他發表對財務長的評論。

Thanks, Alan, and welcome. Happy to have you.

謝謝，艾倫，歡迎。很高興有你。

Thank you, Kieran.

謝謝你，基蘭。

Hey. Good morning, everyone.

嘿。大家早安。

As a reminder: All figures mentioned on this call are [as reported -- are at reported rates] unless otherwise indicated in our constant currency. I also want to note that all of the third quarter fiscal 2022 results that we're discussing here this morning, including any related comparisons to prior periods, are preliminary financial results that have not yet been reviewed or audited. They're also based on our good-faith estimates and were prepared prior to the completion of our financial statement close process. These preliminary results therefore should not be considered final until we file our Form 10-Q for the quarter.

提醒一下：本次電話會議中提到的所有數字均為[報告的 - 按報告的匯率]，除非我們另有說明以固定貨幣表示。我還想指出的是，我們今天早上在這裡討論的 2022 財年第三季度的所有業績，包括與前期的任何相關比較，都是尚未經過審查或審計的初步財務結果。它們也是基於我們的誠信估計，並且是在我們的財務報表結帳過程完成之前準備的。因此，在我們提交本季的 10-Q 表之前，這些初步結果不應被視為最終結果。

Now for the third quarter of our fiscal 2023, revenue was $577 million. This was down 21% as reported and 20% in constant currency against the $732 million as reported in the year ago period and versus $716 million reported in Q2 fiscal 2022.

目前，我們 2023 財年第三季的營收為 5.77 億美元。與去年同期的 7.32 億美元和 2022 財年第二季的 7.16 億美元相比，按報告數字下降了 21%，按固定匯率計算下降了 20%。

Our OneCloud annual recurring revenue or ARR grew this quarter, adding $88 million, to end the quarter at $838 million. Sequential growth was 12%, and 97% growth year-over-year. Revenue contribution from CAPS or Cloud, Alliance Partner and Subscription represented 53% of total revenue, versus 40% a year ago, but in absolute dollars was down approximately $85 million sequentially primarily due to the reduction in subscription point-in-time revenue that Alan referred to in his comments. For our third fiscal quarter, recurring revenue accounted for 70% of total revenue. And software and services revenue represented 88% of total revenue. Software revenue alone was 62% of revenue.

我們的 OneCloud 年度經常性收入或 ARR 本季成長，增加了 8,800 萬美元，本季末達到 8.38 億美元。季增12%，年增97%。 CAPS 或雲端、聯盟合作夥伴和訂閱的收入貢獻佔總收入的 53%，而一年前為 40%，但以絕對美元計算，環比下降約 8500 萬美元，主要由於艾倫在評論中提到的訂閱點收入的減少。在我們的第三財季，經常性收入佔總收入的 70%。其中軟體和服務收入佔總收入的88%。光是軟體收入就佔了收入的62%。

Now let me turn to profitability. Non-GAAP gross margin was 51% in the third quarter compared to 61.5% in the year ago period and 56.7% sequentially. Our product margins of 43.8% were down 3 percentage points sequentially primarily due to lower hardware gross margins. Year-to-year gross margin is down 17 percentage points primarily due to the decline in high-margin CapEx license software revenue. Services margin came in at 53.9%, down 7 points sequentially and 8 points year-on-year. The sequential decline is due to lower Q3 subscription revenue. As to the year-on-year decline, while subscription revenue grew, the growth was not sufficient to offset declines in high-margin maintenance revenue over that same time period.

現在讓我來談談獲利能力。第三季非公認會計準則毛利率為 51%，去年同期為 61.5%，上一季為 56.7%。我們的產品利潤率為 43.8%，季減 3 個百分點，主要因為硬體毛利率下降。毛利率年減 17 個百分點，主要因為高利潤的資本支出授權軟體收入下降。服務利潤率為 53.9%，季減 7 個百分點，較去年同期下降 8 個百分點。連續下滑是由於第三季訂閱收入下降。至於年減，雖然訂閱收入有所成長，但成長不足以抵銷同一時期高利潤維護收入的下降。

Our third quarter non-GAAP operating income was $20 million, representing a non-GAAP operating margin of 3% versus 20% in the year ago period. Adjusted EBITDA was $54 million, representing an adjusted EBITDA margin of 9%, down from 24% last year due to the aforementioned revenue reductions, partially mitigated by the expense reductions previously announced back in Q2.

我們第三季的非 GAAP 營業收入為 2,000 萬美元，非 GAAP 營業利潤率為 3%，而去年同期為 20%。調整後的 EBITDA 為 5,400 萬美元，調整後的 EBITDA 利潤率為 9%，低於去年的 24%，原因是上述收入減少，但第二季宣布的費用削減部分緩解了這一影響。

Non-GAAP EPS was negative $0.24 in the third quarter compared to positive $0.75 in the year ago period and positive $0.53 sequentially.

第三季非公認會計準則每股收益為負 0.24 美元，去年同期為正 0.75 美元，上一季為正 0.53 美元。

You will note in the accompanying preliminary financial statements contained within our Q3 press release that we expect to record a $1.272 billion noncash impairment charge against the carrying value of our trade name and goodwill intangible assets. This charge is a preliminary estimate and analysis is still ongoing.

您會在我們第三季新聞稿中附帶的初步財務報表中註意到，我們預計將對我們的商標和商譽無形資產的帳面價值提列 12.72 億美元的非現金減損費用。該費用是初步估計，分析仍在進行中。

Finally, on cash. Cash flow from operations was negative $85 million, contributing to a third quarter ending cash balance of $217 million. Adjusting the third quarter ending cash balance for the net proceeds of the incremental term loan and exchangeable notes financing which was completed on July 12. Avaya's cash on hand would be composed of $404 million of cash and cash equivalents and $221 million of restricted cash held in escrow.

最後，關於現金。經營活動現金流為負 8,500 萬美元，導致第三季期末現金餘額為 2.17 億美元。調整第三季期末現金餘額，以達到 7 月 12 日完成的增量定期貸款和可交換票據融資的淨收益。 Avaya 的現金餘額將包括 4.04 億美元的現金和現金等價物以及 2.21 億美元的託管受限現金。

Now let me conclude by reinforcing what Alan noted. We are not standing still. We are taking an aggressive set of actions to reset our run rate of cost and expense. We expect to generate between $225 million and $250 million of annual cost and expense reductions and have already begun to operationalize these plans. As Alan stated, as we finalize these plans, we may increase the size of the cost initiatives. We are intently focused on liquidity and maintaining our financial and operating flexibility so as to continue to invest in the business and sustain the transition of our business model.

現在，讓我最後重申一下艾倫所說的內容。我們並沒有停滯不前。我們正在採取一系列積極的措施來重置我們的成本和費用的運作率。我們預計每年可削減 2.25 億至 2.5 億美元的成本和費用，並且已開始實施這些計畫。正如艾倫所說，當我們最終確定這些計劃時，我們可能會增加成本計劃的規模。我們專注於流動性並保持我們的財務和營運靈活性，以便繼續投資業務並維持我們的業務模式轉型。

With that, let me hand it back to Alan.

說完這些，讓我把話題還給艾倫。

Thanks, Kieran.

謝謝，基蘭。

Let me conclude today, first, by again thanking everyone for their support. I understand there is a great deal of disappointment, concern and worry based upon the results of this Q3. I get it. This said, I think it would be a mistake to sit back and look at the disappointments of Q3 and to sort of extrapolate that forward and say, "Boy, that's the future of this company." I don't believe that at all. When I joined as CEO, I came with eyes wide open. I understand how difficult transformations are. I've done it before.

今天最後，首先，我要再次感謝大家的支持。我明白，第三季的結果令許多人感到失望、擔憂和擔憂。我得到它。話雖如此，我認為回顧第三季的失望並進行推斷說「這就是這家公司的未來」是錯誤的。我根本不相信。當我加入並擔任執行長時，我睜大了雙眼。我了解轉變有多麼困難。我以前做過。

And so as I said earlier, I believe fully that Avaya's future, its opportunity for success, is better than its past performance, a lot better. And so I came here believing in those assets, which are irreplaceable, that I mentioned in my comments. And we intend to lead and manage this company to the best of our ability to generate those more positive results in the future. Having just got here, there's much more I need to learn and there's much more obviously we need to do; and so I ask, all stakeholders here, for your patience and for your support. We will be back to you as quickly as we can with our renewed outlook and our go-forward business plan.

正如我之前所說，我完全相信 Avaya 的未來，它的成功機會，比過去的表現要好得多。因此我來這裡是相信我在評論中提到的那些無可取代的資產。我們打算盡最大努力領導和管理這家公司，以便將來取得更積極的成果。剛來到這裡，我還有很多東西需要學習，顯然還有很多事情要做；因此，我請求所有利害關係人保持耐心並給予支持。我們將盡快帶著我們全新的面貌和未來的業務計劃回覆您。

Thanks, and have a great day. I appreciate it.

謝謝，祝您有愉快的一天。我很感激。