Creative Realities(CREX)

Search documents
Creative Realities(CREX) - 2025 Q2 - Earnings Call Transcript
2025-08-13 14:00
Financial Data and Key Metrics Changes - The company reported revenue of $13 million for Q2 2025, a 34% increase compared to Q1 and roughly flat year-over-year [6] - Gross profit was $5 million in Q2 2025, down from $6.8 million in Q2 2024, with a gross margin of 39% compared to 52% in the prior year [7] - Adjusted EBITDA rose to $1.2 million for Q2 2025 from $500,000 in Q1, but was down slightly from $1.5 million in the previous year [8] - The annual recurring revenue (ARR) run rate was $18.1 million at the end of Q2 2025, up from $17.3 million at the end of Q1 [7] Business Line Data and Key Metrics Changes - The company experienced a shift in revenue mix towards more hardware sales, impacting profitability due to fewer service revenues [7] - The company is focusing on four primary vertical markets: Quick Service Restaurants (QSR), Convenience Stores (C store), Retail, and Sports & Entertainment [17] Market Data and Key Metrics Changes - The company announced a significant engagement with a well-known upscale quick service restaurant chain with over 1,000 locations, currently in pilot program [10] - The retail media network business is expected to grow revenue and recurring SaaS in 2026 and beyond, with over 25 million ads delivered daily [12] Company Strategy and Development Direction - The company aims to improve drive-thru performance in the QSR vertical, with a new digital display solution priced at $14,999, which is 20% lower than competitors [18] - The company is also expanding its presence in the C store vertical, with plans from a long-time customer, 7-Eleven, to open 1,100 new restaurants [19] - The company is focused on digital transformation and expects to see significant growth in the live venue IPTV market [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in revenue acceleration in the second half of the year, driven by a backlog of installations and new customer engagements [13][30] - The management noted that the transition to digital solutions is creating pressure on businesses, particularly in the QSR sector [34] Other Important Information - The company achieved SOC 2 Type 2 certification, enhancing its credibility with enterprise customers [23] - The company reduced approximately $3.1 million in debt during the quarter, reflecting improved cash flow management [8][15] Q&A Session Summary Question: Update on the progression of deals in the pipeline - Management indicated that deals are moving forward slowly but expects announcements in the calendar year [28] Question: Confidence in revenue and profitability acceleration - Confidence stems from a backlog of installations and new customer engagements, with significant deployments expected soon [30] Question: Pressure on businesses to modernize technology - The most pressure is seen in the QSR drive-thru sector, where digital solutions can significantly improve efficiency [34] Question: Impact of pre-buys of screens on hardware side - Pre-buys may create some pressure on hardware revenue but will lead to increased service revenue in subsequent quarters [52] Question: Updates on 7-Eleven deployments - The company expects to service 1,100 new restaurants and 1,300 enhanced stores over the next five years [55] Question: Importance of Circle K project in Mexico - The Circle K project is a proof of concept, with potential for future deployments in Latin America [67] Question: Acquisition strategy update - The company remains interested in acquisitions but is focused on finding the right fit [72] Question: Expectations for debt reduction - Future debt reduction will depend on cash generation and working capital needs, with no drastic reductions expected [74] Question: Competitors' SOC 2 compliance status - The top competitors have achieved SOC 2 compliance, while many smaller companies have not [80] Question: Breakeven quarter expectations - Management anticipates reaching breakeven as they exit the year, driven by revenue growth and operational efficiency [82]
Creative Realities(CREX) - 2025 Q2 - Quarterly Report
2025-08-13 12:15
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________ Commission File Number 001-33169 Creative Realities, Inc. (Exact Name of Registrant as Specified in its Charter) | Minnesota | 41-19 ...
Creative Realities(CREX) - 2025 Q2 - Quarterly Results
2025-08-13 12:00
Exhibit 99.1 FOR IMMEDIATE RELEASE Creative Realities Reports Fiscal 2025 Second Quarter Results Revenue Growth Picks Up as Year Progresses; Company on Track for Record 2025 LOUISVILLE, KY – August 13, 2025 – Creative Realities, Inc. ("Creative Realities," "CRI," or the "Company") (NASDAQ: CREX), a leading provider of digital signage, media and AdTech solutions, today announced its financial results for the fiscal second quarter ended June 30, 2025. Highlights: "We're very pleased to see, as anticipated, a ...
Creative Realities Reports Fiscal 2025 Second Quarter Results
Globenewswire· 2025-08-13 11:30
Revenue Growth Picks Up as Year Progresses; Company on Track for Record 2025LOUISVILLE, Ky., Aug. 13, 2025 (GLOBE NEWSWIRE) -- Creative Realities, Inc. (“Creative Realities,” “CRI,” or the “Company”) (NASDAQ: CREX), a leading provider of digital signage, media and AdTech solutions, today announced its financial results for the fiscal second quarter ended June 30, 2025. Highlights: Second quarter revenue of $13.0 million versus $13.1 million in the prior-year periodGross profit of $5.0 million for the three ...
CREX Set to Report Q2 Earnings: What's in Store for the Stock?
ZACKS· 2025-08-11 16:51
Key Takeaways Creative Realities will post Q2 2025 results on Aug. 13, with revenues expected at $12.1 million.Expanded project pipeline and operational capacity may aid second-quarter performance.Q1 saw delays on large projects, higher debt and a one-time gain masking operational pressure.Creative Realities (CREX) is scheduled to release second-quarter 2025 results on Aug. 13.The Zacks Consensus Estimate for CREX’s second-quarter revenues is pegged at $12.1 million, indicating a decline of 7.48% on a year- ...
Creative Realities Deploys Digital Display Solution at Circle K Mexico to Drive Sales and Advance Sustainability Efforts
Globenewswire· 2025-08-05 11:30
Pilot leverages localized digital signage to reduce environmental impact and enhance customer engagement, setting the stage for potential nationwide rolloutMEXICO CITY, Aug. 05, 2025 (GLOBE NEWSWIRE) -- Creative Realities, Inc. (NASDAQ: CREX), a leading provider of digital signage and media solutions, announced today the successful deployment of a proof-of-concept (PoC) digital signage system at Circle K Mexico. The initiative, launched at a select location, includes four promotional screens showcasing loca ...
Creative Realities, Inc. Announces Second Quarter 2025 Earnings Release Date and Conference Call Information
Globenewswire· 2025-07-30 11:30
Core Viewpoint - Creative Realities, Inc. is set to release its financial results for the second quarter of 2025 on August 13, 2025, with a conference call scheduled for the same day to discuss the results [1]. Company Overview - Creative Realities, Inc. specializes in designing, developing, and deploying digital signage solutions for enterprise-level networks, utilizing platforms such as Clarity, ReflectView, and iShowroom Content Management System (CMS) [3]. - The company provides recurring SaaS and support services across various sectors, including retail, automotive, digital-out-of-home advertising, convenience stores, foodservice, gaming, theater, and stadium venues [3]. - Creative Realities assists clients in leveraging place-based digital media to achieve business goals, such as increasing revenue and enhancing customer experiences, through its AdLogic and AdLogic CPM+ programmatic advertising platforms [3]. Upcoming Events - A conference call to review the financial results will be hosted by key executives, including the Chairman and CEO, Chief Strategy Officer, and Interim CFO [1]. - Participants are required to register for the call in advance, and an archived version will be available on the company's website for one year following the event [2].
Are Computer and Technology Stocks Lagging Leidos (LDOS) This Year?
ZACKS· 2025-07-11 14:41
Group 1 - Leidos (LDOS) has shown strong year-to-date performance, returning approximately 13.2%, outperforming the average gain of 7.8% in the Computer and Technology sector [4] - The Zacks Rank for Leidos is currently 2 (Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] - Leidos is part of the Computers - IT Services industry, which has seen an average loss of 9.9% this year, further highlighting Leidos' strong performance relative to its peers [6] Group 2 - Creative Realities, Inc. (CREX) has also outperformed the sector with a year-to-date increase of 38%, and its consensus EPS estimate has risen by 196.8% over the past three months [5] - The Computers - IT Services industry, which includes Leidos, is ranked 91 in the Zacks Industry Rank, while the Internet - Software industry, which includes Creative Realities, is ranked 67 and has gained 15.9% year to date [6] - Investors should continue to monitor both Leidos and Creative Realities, Inc. for potential sustained strong performance in the Computer and Technology sector [7]
These "Cheap" Internet Stocks Could Keep Soaring
ZACKS· 2025-07-01 23:51
Group 1: Market Overview - The Russell 2000 index rose by +1% as small-cap stocks benefited from the fastest stock market rebound in history following a correction of over 10% in March [1] - Many underperforming stocks are attracting investor attention as the market exits a favorable Q2 [1] Group 2: Bumble (BMBL) - Bumble's stock has rebounded over +50% in the last three months but remains more than 30% below its 52-week high of $10 per share [3] - The company operates two of the highest-grossing dating apps, Badoo and Bumble, and is already profitable since going public in 2021 [3] - Bumble trades at 7X forward earnings, with expected high-double-digit EPS growth in fiscal 2025 and 10% EPS growth in FY26 [3] Group 3: Earnings Estimates for Bumble - Current quarter EPS estimate is $0.31, with a year-over-year growth estimate of 40.91% [4] - Next quarter EPS estimate is $0.26, with a year-over-year decline of 25.71% [4] - Current year EPS estimate is $0.91, with a significant year-over-year growth of 119.74% [4] Group 4: Creative Realities (CREX) - Creative Realities has seen its stock surge over +50% in the last three months, trading at $3 per share [5] - The company is expected to cross into profitability this year after an adjusted loss of -$0.34 per share in 2024 [5] - Total sales are projected to rise by 10% in FY25 and another 13% in FY26, reaching $63.3 million [5] Group 5: Lyft (LYFT) and Crexendo (CXDO) - Lyft's stock, with a Zacks Rank 2 (Buy), has posted +20% gains in the last three months and is expected to grow over 10% in FY25 and FY26 [6] - Lyft shares trade under $20 at 14.3X forward earnings, while Crexendo trades at $6 with a P/E multiple of 21.3X [7] Group 6: Investment Sentiment - The extended rally in top-rated internet stocks like Bumble, Creative Realities, Lyft, and Crexendo is expected to continue amid the stock market's historic rebound [8]
Are Computer and Technology Stocks Lagging Creative Realities, Inc. (CREX) This Year?
ZACKS· 2025-06-25 14:41
Group 1 - Creative Realities, Inc. (CREX) has shown a year-to-date return of 32.7%, significantly outperforming the average gain of 3.6% in the Computer and Technology sector [4] - The Zacks Rank for CREX is currently 1 (Strong Buy), indicating a positive outlook based on earnings estimates and revisions [3] - Over the past three months, the consensus estimate for CREX's full-year earnings has increased by 196.8%, reflecting improving analyst sentiment [3] Group 2 - CREX is part of the Internet - Software industry, which consists of 169 companies and currently ranks 52 in the Zacks Industry Rank, with an average gain of 15.4% this year [5] - Another notable stock in the Computer and Technology sector is CyberArk (CYBR), which has a year-to-date return of 19.2% and a Zacks Rank of 2 (Buy) [4][5] - The Security industry, to which CyberArk belongs, has seen a gain of 22.8% this year and is currently ranked 26 [6]