The Descartes Systems Group Inc (NASDAQ:DSGX) Q3 2020 Earnings Conference Call - Final Transcript

Dec 04, 2019 • 05:00 pm ET

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The Descartes Systems Group Inc (NASDAQ:DSGX) Q3 2020 Earnings Conference Call - Final Transcript

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Q & A
Operator
Operator

Thank you. We'll now begin the question-and-answer session. [Operator Instructions]

Executive
Unidentified Speaker

Operator, I'm looking at list of people on the line too.

Operator
Operator

Okay, I can take Raimo Lenschow from Barclays first.

Analyst
Unidentified Participant

Mike on for Raimo. Thanks for taking my question and congrats on the quarter. I did have a question for you kind of on the macro environment. There have been some players talking about -- in the software space talking about maybe seeing some weakness in Europe. Others have been kind of saying no, we're not seeing any of that. Are you seeing anything in terms of like macro environment that's having an impact on your numbers in any way, shape or form? And then I do have a follow up.

Executive
Edward J. Ryan

You're saying in Europe?

Analyst
Unidentified Participant

Yeah, yeah. Specifically in Europe, but then on the macro as a whole.

Executive
Edward J. Ryan

No, I mean we heard from previous same newspapers everyone else read, I think people were fearful of that over the last couple of months. We didn't end up really seeing any of it in any of the numbers that we just reported. It looked pretty strong. Europe continues to perform pretty well. Over the last five years or six years, North America has probably outpaced Europe, but in the last few, Europe has kind of made a come back in our business a little bit, just performing a little better than normal, but no, certainly nothing in the short term.

Analyst
Unidentified Participant

Okay, that's helpful. And then I did want to call out you announced a partnership that you have with Microsoft on BI and the Descartes analytics offering. Can you talk a little bit about -- more about that offering and go into details on maybe some opportunities you see from that product?

Executive
Edward J. Ryan

Well, and I mentioned this earlier, and I alluded to it earlier in the call. We have more and more data content available on our network and we're looking for more and more ways for our customers to be able to slice and dice that information to be able to use it effectively in their business. And part of that partnership that you saw being announced there is to help find ways for our customers to do that and give them the ability to design their own reports and tools and things like that, that would help them run their businesses more efficiently. The bigger our network gets, the more data it collects and customers to make use of that data to try and figure out what they should do next. And the tool that Microsoft offers plays a role in that and helping them configure their own reports.

Analyst
Unidentified Participant

Great. Great, thanks guys, and congrats on the quarter again.

Executive
Edward J. Ryan

Hey, thanks Mike.

Operator
Operator

And our next question comes from Scott Group from Wolfe Research. Your line is open.

Analyst
Scott Group

Hey, thanks. Afternoon guys.

Executive
Unidentified Speaker

Hey Scott.

Analyst
Scott Group

So I wanted to ask, what are you guys seeing from a peak season standpoint? And I just want to understand, how sensitive is your model in