Robbie Bamberger's questions to Avidxchange Holdings Inc (AVDX) leadership • Q4 2024
Question
An analyst, identified as Robbie Bamberger, asked about the extent of macroeconomic headwinds factored into the 2025 revenue guidance and the underlying expectation for same-store sales growth.
Answer
CFO Joel Wilhite clarified that the 2025 guidance accounts for negligible political revenue and lower float revenue compared to 2024. He stated that the guidance assumes the current macro environment, characterized by low single-digit transaction growth and sub-100% transaction retention, will persist without significant improvement or deterioration. He also noted that new products like Payment Accelerator are expected to contribute to growth in the latter half of 2025.