Direct Digital Holdings (DRCT) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Speaker0 Thank you for standing by. My name is Tina, and I will be your conference operator today. At this time, I would like to welcome everyone to the Direct Digital Holdings First Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. I would now like Speaker1 to turn the call over to Speak ...

VTEX (VTEX) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Speaker0 Hello, everyone, and welcome to Vitek's earnings conference call for the first quarter of twenty twenty five. I'm Giulio Vater Fernandez, VP of Investor Relations. Joining me today are Gerardo Tova Junior, our Co Founder and Co CEO and Ricardo Camata Sodre, our Chief Financial Officer. Also joining us for the Q and A session are Mariano Javier de Haria, Co Founder and Co CEO and Andres Polidoro, Chief Strategy Officer. Before we begin, plea ...

Sabre's multi-source content platform now features Air France and KLM's NDC offers, giving travel agencies access to exclusive fares, continuous pricing, and richer travel optionsSOUTHLAKE, Texas, May 6, 2025 /PRNewswire/ -- Sabre Corporation (NASDAQ: SABR), a leading global travel technology company, today activated Air France's and KLM's New Distribution Capability (NDC) content in its travel marketplace. Sabre-connected agencies can now access extra options, exclusive promotions, and better fares thanks ...

REPORT 2024 Consumer Returns in the Retail Industry EXECUTIVE SUMMARY Appriss Retail, in collaboration with Deloitte, has developed a comprehensive report on consumer returns in the retail industry. As a leader in data and analytics solutions, Appriss Retail helps reduce retail losses, prevent return and claim fraud, and enhance the consumer experience. Serving 60 of the top 100 U.S. retailers, Appriss Retail supports one-third of all U.S. omnichannel sales across 150,000 locations. The report combines insi ...

Digimarc (DMRC) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Company Participants George Karamanos - Executive VP, Chief Legal Officer & SecretaryRiley McCormack - CEO, President & DirectorCharles Beck - EVP, CFO & Treasurer Conference Call Participants Joshua Reilly - Senior AnalystJeff Van Rhee - Partner & Senior Analyst - Equity Research Operator Greetings, and welcome to the Digimarc Q1 twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question an ...

Financial Data and Key Metrics Changes - Revenue for Q1 2025 totaled $71.3 million, representing a year-over-year increase of 10.5% [25] - Adjusted EBITDA was $3.8 million, or 5.3% of revenue, doubling the adjusted EBITDA dollars compared to the previous year [26] - Gross margin was 79.1%, a decrease of 100 basis points year-over-year due to higher incentives for new buyers [26] - Active buyers increased by 5.7% year-over-year, totaling 1.4 million for the trailing twelve months [25] Business Line Data and Key Metrics Changes - New buyer acquisition surged by 95% year-over-year, marking the strongest quarter for new buyer acquisition in the company's history [25] - Orders increased by 16.1% year-over-year, reaching 1.4 million [26] - Premium items processed contributed 60% higher margins compared to regular items [18] Market Data and Key Metrics Changes - The company noted that the closure of the de minimis loophole and potential tariff impacts could enhance the value proposition for used clothing [11][12] - The advertising market has become less competitive, allowing for potentially lower customer acquisition costs [12] Company Strategy and Development Direction - The company aims to maintain gross margin and bottom line efficiency while reinvesting in acquiring new buyers and sellers [9] - ThredUP is focusing on enhancing its AI-driven product experience and expanding its resale as a service (RAS) strategy [19][21] - The company is open-sourcing its technology to help brands build scalable circularity business models [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's momentum, citing strong new buyer acquisition and operational improvements [37] - The company remains cautious about the consumer environment but is optimistic about revenue growth for the remainder of the year [28] - Management highlighted that the business was accelerating before recent trade disruptions, indicating a fundamentally improving growth profile [12] Other Important Information - The company generated $2.6 million in cash during the quarter, ending with $55.4 million in cash and securities [27] - Free cash flow reached a record level of $3.9 million for the quarter [27] Q&A Session Summary Question: What is driving the buyer and revenue outperformance? - Management noted that the momentum seen in Q4 continued into Q1, driven by new buyer acquisition and supply-side improvements [36] Question: Are there expectations for Q3 to accelerate from Q2 in revenue? - Management confirmed expectations for revenue acceleration from Q2 to Q3, with Q3 projected to be the high point for EBITDA margin [40] Question: What demographics are being targeted for new customers? - Management indicated that new customers are primarily middle to upper-income individuals, consistent with trends observed post-pandemic [46] Question: How is the marketing spend expected to maintain momentum? - Management plans to continue spending on marketing as long as paybacks remain attractive, with recent trends indicating strong customer acquisition [47] Question: What trends are observed on the seller side of the business? - Management reported good momentum in the seller side, particularly in the consignment premium offering, which has better contribution margins [77] Question: Is there any pricing pressure observed? - Management clarified that the decline in average revenue per order is due to the mix of new buyers rather than pricing pressure [78]

Criteo (CRTO) Q1 2025 Earnings Call May 02, 2025 08:00 AM ET Speaker0 Please note this event is being recorded. I would now like to turn the conference over to Melanie Dombre, Vice President, Investor Relations. Please go ahead. Speaker1 Good morning, everyone, and welcome to Criteo's first quarter twenty twenty five earnings call. Joining us on the call today, Chief Executive Officer, Michael Komatsinski and Chief Financial Officer, Sara Glickman are going to share some prepared remarks. Todd Parsons, our ...

SCOTTSDALE, Ariz., May 1, 2025 /PRNewswire/ -- The Joint Corp. (NASDAQ: JYNT), the nation's largest provider of chiropractic care through The Joint Chiropractic® network, has been named one of the 150 fastest-growing franchises by Entrepreneur magazine. The list identifies franchise brands with the greatest unit growth in North America over the last year, based on the data submitted for the most recent Franchise 500. The Joint ranks No. 37, and was also named to The 10+ Club, which honors brands that are wo ...

Safe Harbor and Non-GAAP Disclosures Forward-Looking Statement and Risk Factors Investor Presentation First Quarter 25 The Markets at Town Center Jacksonville, Florida This communication contains , contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). The Company intends such forward-looking statements to be covered by the safe har ...

It can be challenging to go through a stock market sell-off. Watching equities you own lose significant value practically overnight is never fun.However, it's essential to make the most of it, and one of the best ways to do that is to look for great stocks to buy while they're down. There's usually no shortage of those during downturns.This time is no different. Here are two great examples: Shopify (SHOP -4.00%) and Apple (AAPL 0.79%). Read on to find out why these top stocks are worth investing in for the ...