Key Takeaways OPRX Q1 revenues rose 11% YoY to $21.9M with $1.5M adjusted EBITDA and raised FY25 guidance. OPRX's DAAP and subscription model drive margin gains, with 80% of FY25 revenues under contract. OPRX cut OpEx by $5M and targets Rule of 40 status, but gross margin dipped on managed services mix.OptimizeRx (OPRX) is making a bold shift toward AI-driven, workflow-integrated solutions, signaling a strategic evolution that could redefine its role in digital pharma communications. On its first-quarter ...

Rising tech firm SailPoint Inc. NASDAQ: SAIL aims to address a critical issue facing companies and organizations across all sectors and industries: identity security. The cybersecurity company provides identity governance and administration services to clients, allowing them to automatically manage user identities, access rights, and other parameters within their rosters of personnel. SailPoint TodaySAILSailPoint$22.95 -0.45 (-1.92%) 52-Week Range$15.05▼$26.35Price Target$26.50Add to WatchlistSailPoint has ...

Pros (PRO) Update / Briefing June 13, 2025 04:30 PM ET Speaker0 All right. Thank you everybody for joining us on today's webcast. I'm Belinda Overdeput, the Head of Investor Relations for PROS. Joining me on today's call is Jeff Cotton, PROS' President and CEO and Stefan Schultz, our CFO. Before we get started, I'm just going to state that please note some of the commentary today will include forward looking statements, including without limitation those about our strategy, future business prospects and mar ...

Core Insights - IDT Corporation reported strong financial results for the third quarter of fiscal year 2025, with significant year-over-year increases in gross profit, income from operations, and earnings per share [1][4][30]. Financial Performance - Gross profit increased by 15% year-over-year to $112 million, achieving a record gross profit margin of 37.1% [1][3]. - Income from operations rose by 133% to $27 million, while adjusted EBITDA increased by 57% to $32 million [1][3]. - GAAP EPS increased to $0.86 from $0.22, and non-GAAP EPS rose to $0.90 from $0.38 [1][3]. Segment Performance National Retail Solutions (NRS) - Recurring revenue grew by 23% to $29.4 million, driven by a 37% increase in Merchant Services revenue and a 33% rise in SaaS fees [2][5]. - Income from operations and adjusted EBITDA both increased by 29% year-over-year [2][5]. BOSS Money / Fintech Segment - BOSS Money transactions increased by 27% to 6 million, with revenue rising by 25% to $34.4 million [2][7]. - The fintech segment's gross profit grew by 31% to $22.6 million, and income from operations reached $4.3 million [2][7]. net2phone - Subscription revenue increased by 7% to $21.5 million, with income from operations surging by 188% to $1.4 million [3][26]. - Adjusted EBITDA for net2phone rose by 50% to $3.2 million [3][26]. Traditional Communications - Gross profit increased by 5% to $43.4 million, with income from operations rising by 39% to $17.3 million [3][9]. - Adjusted EBITDA for this segment grew by 30% to $19.3 million [3][9]. Cash Flow and Capital Expenditures - Net cash provided by operating activities was $75.7 million in 3Q25, compared to $9.5 million in 3Q24 [30]. - Capital expenditures increased by 14% to $5.4 million [3][31]. Future Outlook - The company is focusing on developing new offerings to enhance the competitiveness of independent retailers against larger chains [6]. - BOSS Money is working on initiatives to drive long-term growth and reduce cross-border transaction friction [7].

nCino (NCNO) 2025 Conference June 05, 2025 01:40 PM ET Speaker0 Everybody, my name is Koji Ikeda. I am, one of the software analysts here at BofA. I am super thrilled to have Encino CFO Greg Ornstein here for a fireside chat. Thank you so much for being here. We really, really appreciate it. And so, yeah, I guess from a high level perspective, you know, for those in the room that are unfamiliar with nCino or those on the webcast that is unfamiliar with nCino, just to maybe spend a minute or two on what does ...

nCino (NCNO) 2025 Conference June 03, 2025 09:40 AM ET Speaker0 Our next presentation comes from nCino. NCino is the leader in cloud based lending systems. To my immediate left is Sean Desmond, CEO Greg Orenstein, CFO. This is gonna be a fireside chat. If members of the audience have questions, you can email session2@rwbaird. I'll get those on the iPad. But maybe to begin, I'll ask for an intro to nCino and then overview of the investment case. Speaker1 Sure. Thanks for the time. We appreciate it. It's grea ...

Jamf (JAMF) FY Conference May 13, 2025 08:50 AM ET Speaker0 morning. Let me kick it off here. I'm Samik Chatterjee, the analyst covering Jamf. And starting off the conference on day one here, we have the pleasure of hosting John Stroessl, who is the CEO and David Rudow, CFO of Jam. Thank you both for attending the conference and participating. We appreciate your time coming to the conference. What we're going to do and this is not specific to Jam, but we're going to in companies we talk to over the next two ...

OptimizeRx (OPRX) Q1 2025 Earnings Call May 12, 2025 04:30 PM ET Company Participants Steve Silvestro - CEOEdward Stelmakh - CFO & COORyan Daniels - Group Head–Healthcare Technology and ServicesAndrew D’silva - SVP - Corporate FinanceDavid Grossman - Managing DirectorMax Michaelis - Equity Research AssociateConstantine Davides - Managing DirectorJeff Garro - Managing Director Conference Call Participants Richard Baldry - MD & Senior Research Analyst Operator Good afternoon, everyone, and thank you for joini ...

Q1 revenue of $21.9 million, increasing 11% year-over-yearQ1 gross profit increased 9% year-over-year to $13.3 millionIncreases full year 2025 guidance to a revenue range between $101 million and $106 million and adjusted EBITDA range between $13 million and $15 million WALTHAM, Mass., May 12, 2025 (GLOBE NEWSWIRE) -- OptimizeRx Corp. (the “Company”) (Nasdaq: OPRX), a leading provider of healthcare technology solutions helping life sciences companies reach and engage healthcare professionals (HCPs) and pati ...

Olo (OLO) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Gary Fuges - Senior Vice President Of Investor RelationsNoah Glass - Founder, CEO & DirectorPeter Benevides - Chief Financial OfficerConnor Passarella - Equity Research AssociateMichael Richards - Equity Research Senior AssociateMax Michaelis - Equity Research AssociatePatrick Mcilwee - Senior Equity Research Associate Operator and gentlemen, greetings, and welcome to the Olo Inc. First Quarter twenty twenty five Earnings Conferen ...