Sprinklr (CXM) Q1 2026 Earnings Call June 04, 2025 08:30 AM ET Company Participants Eric Scro - VP - Finance & Head of Investor RelationsRory Read - President, CEO & DirectorManish Sarin - Chief Financial OfficerArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsPinjalim Bora - Executive Director - Equity ResearchJackson Ader - Managing DirectorRaimo Lenschow - Managing DirectorElizabeth Porter - Executive Director Conference Call Participants Catharine Trebnick - Senior Research AnalystPatric ...

Sprinklr (CXM) Q1 2026 Earnings Call June 04, 2025 08:30 AM ET Speaker0 Greetings. Welcome to Sprinklr First Quarter Fiscal Year twenty twenty six Earnings Call. At this time, participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this call is being recorded. It is now my pleasure to introduce Eric Skrow, Vice President, Finance. Thank you. You may begin. Speaker1 Thank you, operator, and welcome, everyone, to Sprinklr's first quarter fiscal ...

Allbirds (BIRD) FY Conference June 03, 2025 11:45 AM ET Speaker0 Hi, everybody. Thank you for joining us today. We're excited to have Speaker1 the CEO of Allbirds, Joe Vernaccio, and the CFO, Annie Mitchell. They are guiding a a very clear turnaround in the Allbirds brand. Allbirds IPO ed in 2021 at a big market cap, and this management team is is guiding the the brand through a big transformation. So, Joe, if we could start with you, something, you know, a little high level. Three or the the key focus area ...

Best Buy (BBY) Q1 2026 Earnings Call May 29, 2025 08:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by. Welcome to Best Buy's First Quarter Fiscal twenty twenty six Earnings Conference Call. At this time, all participants are in a listen only mode. Later, we will conduct a question and answer session. At that time, if you have a question, you will need to press star one on your phone. If you choose to be taken out of the question queue, please press star one again. As a reminder, this call i ...

[Music] Hello everyone wherever you are in the world today. Welcome to this DDN technical webinar. I'm Joel Kaufman, senior technical product specialist for DDN. And today I'm talking with Kevin Cochran, chief marketing officer of Vulture. And as the topic says on screen, we are going to be discussing how to build scalable foundations for large language models and frankly for most any type of AI. Kevin, welcome to the webinar. Great. So great to be here Joel. Looking forward to today's webinar and discussio ...

Financial Data and Key Metrics Changes - Total revenue for Q4 was $177 million, near the midpoint of guidance, while service revenue totaled $171.6 million, also near the midpoint of guidance [29] - Year-over-year growth in service revenue, excluding Fuse customers, accelerated to 4.6% from 2.7% in Q3, marking the highest growth rate in 10 quarters [10] - For fiscal year 2025, service revenue excluding Fuse customers grew 2.8%, compared to 1.8% in fiscal year 2024 [10] - Gross margin for the quarter was 69%, at the low end of guidance, driven by a revenue mix with lower margin platform usage revenue growing to approximately 13.5% of total revenue [30] - Operating margin was 10%, at the high end of guidance, with stock-based compensation declining to 4.6% of total revenue, a multiyear low [31] Business Line Data and Key Metrics Changes - The number of customers with three or more products increased 13% year-over-year to over 700 customers, indicating successful cross-selling [11] - Sales of Microsoft Teams integration saw new license sales up 72% in Q4, with cumulative licenses sold growing 30% year-over-year to over 550,000 seats [12] - The transition from the legacy Fuse platform is on track, with remaining revenue from Fuse customers reduced to under 5% of service revenue, down from approximately 11% in Q4 2024 [29] Market Data and Key Metrics Changes - The company noted a shift in the economic picture due to recent tariff actions and global uncertainty, impacting sales cycles and spending [7] - The U.S. market experienced some chaos in March and April, with elongated deal cycles, while the rest of the world continued to perform steadily [44] Company Strategy and Development Direction - The company is focused on building a durable, cash-generative business that creates long-term value, emphasizing disciplined execution and platform innovation [7] - A massive transformation began in fiscal year 2023, with a clear plan to fix the financial model, invest in innovation, and improve customer experience outcomes [9] - The go-to-market model has been rebuilt around solution selling and partner enablement, with ongoing adjustments to improve performance [22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's future, citing a solid foundation for growth and the expectation of high single-digit revenue growth and double-digit operating margins in the coming years [25] - The company anticipates that the headwinds from the Fuse platform will lessen significantly in fiscal year 2027, allowing for improved growth rates [25] - Management remains realistic about challenges ahead but sees signs of a tailwind, with growth accelerating in the core business [24] Other Important Information - The combined cash flow from operations for fiscal years 2024 and 2025 is the highest in the company's history, representing over half of its market capitalization [10] - The company has made significant progress in debt reduction, with over $209 million reduced since August 2022, enhancing financial flexibility [28] Q&A Session Summary Question: What are you hearing from your field reps regarding macro impacts? - Management noted elongated deal cycles and some shrinking depending on urgency, with a calmer environment in May compared to earlier months [42][43] Question: Can you clarify the status of your go-to-market changes? - The company is approximately 60-70% through the go-to-market rebuild, focusing on solution selling and fine-tuning processes [46] Question: What is the adjusted service revenue growth forecast for fiscal year 2026, excluding Fuse? - The company expects positive growth rates for fiscal year 2026, with the headwinds from Fuse expected to diminish [48][52] Question: What is driving the expected high single-digit growth by fiscal year 2028? - Growth is anticipated from increased multi-product customers, improved retention rates, and the rollout of new products [76][80] Question: How is the cash flow guidance for fiscal year 2026 structured? - The guidance reflects investments in growth, with a focus on maintaining stable net income despite some margin compression [60] Question: Why is the company winning in the CCaaS space? - The company offers a complete solution with best-in-breed technology from a single vendor, which is appealing to mid-market and enterprise customers [64][66]

NICE (NICE) Q1 2025 Earnings Call May 15, 2025 08:30 AM ET Company Participants Marty Cohen - Vice President, Investor RelationsScott Russell - CEOBeth Gaspich - CFOMeta Marshall - Managing DirectorMichael Funk - SVPArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsSiti Panigrahi - Managing DirectorJames Fish - Managing DirectorSamad Samana - Managing DirectorTimothy Horan - Managing Director Conference Call Participants Tyler Radke - Director / Senior Equity Research Analyst - SoftwareNone - ...

NICE (NICE) Q1 2025 Earnings Call May 15, 2025 08:30 AM ET Speaker0 Welcome to the NICE Conference Call discussing First Quarter twenty twenty five Results, and thank you all for holding. All participants are at present in a listen only mode. Following management's formal presentation, instructions will be given for the question and answer session. As a reminder, this conference is being recorded, 05/15/2025. I would now like to turn this call over to Mr. Marty Cohen, VP of Investor Relations at NICE. Pleas ...

TTEC (TTEC) Q1 2025 Earnings Call May 09, 2025 08:30 AM ET Company Participants Kenneth Tuchman - Chairman & CEOKenneth Wagers - Chief Financial OfficerBob Belknapp - Group VP Financial Planning and AnalysisCassie Chan - Equity Research AssociateCathy Chen - Vice PresidentJonathan Lee - Managing Director - Equity Research Conference Call Participants George Sutton - Partner & Senior Research AnalystMaggie Nolan - Research Analyst - Technology, Media & CommunicationsVijay Devar - Analyst Kenneth Tuchman Good ...

TTEC (TTEC) Q1 2025 Earnings Call May 09, 2025 08:30 AM ET Speaker0 Good morning and thank you for joining us today. 2025 is off to a good start with our financial performance exceeding plan. In the first quarter, our revenue was $534,000,000 which was in the range of our forecasted plan. EBITDA was $56,000,000 up from $55,000,000 in the prior year. This upside was driven by improved EBITDA margins of 10.6% versus 9.5% in the prior year. While we are pleased with our Q1 results, many of our clients are adop ...