Core Insights - AMSC reported strong financial results for the fourth quarter and fiscal year ended March 31, 2025, highlighting significant revenue growth and a return to profitability [1][6]. Financial Performance - Revenues for the fourth quarter of fiscal 2024 were $66.7 million, a 59% increase from $42.0 million in the same period of fiscal 2023, driven by organic growth in New Energy Power Systems and contributions from the acquisition of NWL, Inc. [2] - For fiscal 2024, total revenues reached $222.8 million, up 53% from $145.6 million in fiscal 2023, attributed to higher D-VAR and NEPSI revenues along with NWL's contributions [4][9]. - AMSC's net income for the fourth quarter was $1.2 million, or $0.03 per share, compared to a net loss of $1.6 million, or $0.05 per share, in the same quarter of fiscal 2023 [3]. - The company's net income for fiscal 2024 was $6.0 million, or $0.16 per share, a significant recovery from a net loss of $11.1 million, or $0.37 per share, in fiscal 2023 [5]. Operational Highlights - AMSC achieved its strongest quarterly and annual performance in years, with net income surpassing $1.2 million for the fourth quarter, marking the third consecutive quarter of profitability and the seventh consecutive quarter of positive operating cash flow [6]. - The company secured $75 million in new orders, bringing total year-end orders to a record of nearly $320 million, indicating a resilient and diversified order pipeline [6]. Business Outlook - For the first quarter ending June 30, 2025, AMSC expects revenues to be in the range of $64.0 million to $68.0 million, with net income anticipated to exceed $1.0 million, or $0.03 per share [7]. - The company's non-GAAP net income for the first quarter is expected to exceed $4.0 million, or $0.10 per share [7]. Cash Position - As of March 31, 2025, AMSC reported cash, cash equivalents, and restricted cash totaling $85.4 million, reflecting a solid balance sheet [5].

Core Insights - HYCU, Inc. announced enhanced support for Dell PowerProtect Data Domain Virtual Edition to protect SaaS and Cloud workloads, providing comprehensive solutions for backup, disaster recovery, data retention, and offline recovery [1][4] - The rapid growth of SaaS applications has led to increased targeting by cybercriminals, with 70% of organizations reporting data loss in SaaS applications over the past year, highlighting a significant gap in data protection for these environments [2][3] - The partnership between HYCU and Dell Technologies aims to deliver enterprise-grade backup and recovery solutions across various infrastructures, enhancing data protection for over 80 workloads [4][5] Company Overview - HYCU is recognized as a leader in multi-cloud and SaaS data protection, providing data backup and recovery solutions that simplify the process and reduce costs associated with legacy systems [9] - The company has raised $140 million in venture capital funding and boasts an industry-leading Net Promoter Score (NPS) of 91, indicating strong customer satisfaction [9] Product Features - Key features of HYCU R-Cloud include customer-owned immutable backups, flexible and granular recovery options, and long-term data retention solutions that comply with regulatory mandates such as HIPAA and DORA [6] - The solution allows for automatic policy-driven backups stored securely on customer-managed systems, ensuring data accessibility during outages or supply chain attacks [6] Market Context - The increasing reliance on SaaS applications by enterprises, with the average midsize company using over 200 SaaS applications, has created a pressing need for robust data protection solutions [3] - The collaboration with Dell aims to address the challenges faced by organizations in safeguarding their data landscape, particularly in the context of evolving cyber threats [3][5]

Beam Global (BEEM) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Speaker0 Good day, and welcome to the Beam Global First Quarter twenty twenty five Operating Results Conference Call. All participants will be in a listen only mode. Please note this event is being recorded. I would now like to turn the conference over to Lisa Potok, Chief Financial Officer. Please go ahead. Speaker1 Hi. Good afternoon and thank you for participating in Beam Global's first quarter twenty twenty five operating results conferen ...

NextNav (NN) Q1 2025 Earnings Call May 09, 2025 09:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by. My name is Desiree, and I will be your conference operator today. At this time, I would like to welcome everyone to the NexNav 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 I would now like to turn the conference over to Nevin Riley. You may begin. Speaker1 G ...

N-Able (NABL) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Company Participants Griffin Gyr - Investor Relations ManagerJohn Pagliuca - CEO, President & DirectorTim O’Brien - EVP & CFOBrian Essex - Executive DirectorJason Ader - Co-Group Head - Technology, Media & CommunicationsJoe Vandrick - Associate Director - Equity Research Conference Call Participants Mike Cikos - Senior AnalystMatt Hedberg - Managing Director & Software Research AnalystKeith Bachman - Senior Research Analyst Operator everyone. Than ...

N-Able (NABL) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 everyone. Thank you for your patience. The Enable First Quarter twenty twenty five Earnings Call will begin shortly. During the presentation, you will have the opportunity to ask a question by pressing star followed by one on your telephone keypad. Thank you. Good morning, everyone, and welcome to the Enable First Quarter twenty twenty five Earnings Call. My name is Angela, and I'll be coordinating your call today. I will now hand you ove ...

Over the last eight months, CenterPoint has installed 21,975 stronger, more storm-resilient poles; undergrounded 401 miles of power lines; added 4,472 automation devices; cleared 3,741 miles of high-risk vegetation; and installed 84 weather monitoring stations around the Greater Houston area100% of strategic undergrounding goal completed ahead of scheduleCompany on pace to complete historic suite of Greater Houston Resiliency Initiative actions by June 1, which will improve reliability for customers and red ...

Underground power lines installed ahead of schedule, with all Greater Houston Resiliency Initiative (GHRI) Phase Two resiliency actions on track to be completed by June 1 Historic suite of GHRI actions will improve system resiliency and reliability, resulting in the reduction of more than 125 million outage minutes annuallyHOUSTON, May 6, 2025 /PRNewswire/ -- As part of its commitment to build the most resilient coastal grid in the country, CenterPoint Energy announced that it has installed 400 miles of und ...

Ameresco (AMRC) Q1 2025 Earnings Call May 05, 2025 04:30 PM ET Company Participants Leila Dillon - Senior Vice President of Marketing & CommunicationsGeorge Sakellaris - Chairman, President & CEOMark Chiplock - EVP, CFO & Chief Accounting OfficerJoshua Baribeau - Senior Director of Finance & Corporate TreasuryJoseph Osha - Senior Managing Director - Equity Research Conference Call Participants Noah Kaye - Senior Research AnalystGeorge Gianarikas - Managing Director and Senior AnalystKashy Harrison - Senior ...

Financial Data and Key Metrics Changes - The company reported a total revenue growth of 18% and adjusted EBITDA growth of 32% for the first quarter [13][17] - The projects business revenue grew by 23%, while energy asset revenue increased by 31% [14][17] - The net income attributable to common shareholders was a loss of $5,500,000 or $0.10 per share [16] Business Line Data and Key Metrics Changes - The total project backlog increased by 22% to $4,900,000,000, with a contracted project backlog growing by 80% to $2,600,000,000 [17] - The energy asset operating base now stands at 742 megawatts, reflecting significant growth compared to the previous year [14] Market Data and Key Metrics Changes - The company experienced strong performance in Europe and Canada, contributing to the overall revenue growth [14] - Approximately 30% of the current total project backlog is attributed to federal government contracts, with military-related customers accounting for two-thirds [6] Company Strategy and Development Direction - The company aims to leverage federal lands for critical energy infrastructure projects, enhancing its project offerings [10] - The focus remains on diversifying energy solutions to meet the increasing demand for distributed and resilient energy systems [5][11] - The company is optimistic about capturing more infrastructure and resiliency projects as government priorities evolve [19] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the federal contracts, noting that recent cancellations have been rescoped and paused contracts have resumed [7][9] - The company anticipates continued growth in project revenue, with expectations for Q2 revenue to be in the range of $400,000,000 to $425,000,000 [18] - Management highlighted the importance of energy efficiency projects being budget-neutral, which aligns with government interests [24] Other Important Information - The company has a solid cash position of approximately $72,000,000 and total corporate debt of $270,000,000 [17] - The company is actively managing its supply chain to mitigate potential impacts from tariffs and inflation [12][41] Q&A Session Summary Question: Update on federal business visibility and contract situations - Management noted that a canceled contract has been rescoped and paused contracts have resumed, leading to a positive outlook for federal contracts [22][23] Question: Margins for Q2 and the rest of the year - Management expects gross margins for the full year to be in the range of 15.5% to 16%, despite Q1 being slightly lower due to a mix of European EPC contracts [26] Question: Impact of blackouts in Southern Europe on project opportunities - Management indicated that increasing reliance on renewable energy without adequate storage could lead to more outages, highlighting the need for distributed generation solutions [28][30] Question: Economics of projects sensitive to the Inflation Reduction Act - Management has safe harbored the ITC for many projects, minimizing short-term impacts from potential changes in the IRA [32][33] Question: Effects of reduced federal workforce on project timelines - Management has not yet seen negative impacts but acknowledged potential delays in award conversions due to administrative challenges [38][39] Question: Structure of contracts regarding tariffs - Management confirmed that new contracts include protective language against tariffs, allowing for pass-through adjustments to customers [48][50] Question: Observations on private versus public market valuations - Management noted robust private valuations for projects, despite public market fluctuations, indicating strong fundamentals in their offerings [45][46]