Financial Performance - For the quarter ended March 2025, Teradata reported revenue of $418 million, down 10.1% year-over-year, and EPS of $0.66, compared to $0.57 in the same quarter last year [1] - The reported revenue was below the Zacks Consensus Estimate of $425.28 million, resulting in a surprise of -1.71%, while the EPS exceeded the consensus estimate of $0.57 by +15.79% [1] Key Metrics - Annual recurring revenue (ARR) totaled $1.44 billion, matching the average estimate from two analysts [4] - Public Cloud ARR was reported at $606 million, surpassing the average estimate of $590.05 million [4] - Revenue from perpetual software licenses and hardware was $10 million, significantly above the estimated $4.85 million, reflecting a +25% change year-over-year [4] - Recurring revenue was $358 million, below the average estimate of $368.40 million, indicating a -7.7% change year-over-year [4] - Consulting services revenue was $50 million, slightly below the average estimate of $52.03 million, with a gross profit of -$3 million compared to an estimated $4.64 million [4] - Gross profit from recurring revenue was $250 million, slightly below the estimated $256.11 million [4] Stock Performance - Teradata shares have returned +15.1% over the past month, outperforming the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Opendoor (OPEN) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Kimberly Niehaus - Finance & Strategy, IRCarrie Wheeler - Chair & CEOSelim Freiha - CFODae Lee - VP - Equity ResearchYgal Arounian - Director - Internet Equity ResearchLuke Meindl - Equity Research AssociateRyan Tomasello - Managing DirectorBenjamin Black - Co-Head Internet Equity Research Operator Good day, and thank you for standing by. Welcome to the Opendoor Technologies First Quarter twenty twenty five Earnings Conferen ...

Opendoor (OPEN) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Speaker0 Good day, and thank you for standing by. Welcome to the Opendoor Technologies First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Kimberly Newhouse, Investor Relations ...

Financial Data and Key Metrics Changes - The company reported total revenue of $18.8 million for Q1 2025, representing a 92.2% increase year-over-year and a 9.1% increase sequentially [5][8] - Gross profit for Q1 2025 was $7.2 million, or 38.1% of revenue, compared to $2.8 million, or 28.2% of revenue in the prior year [10] - Operating loss decreased by 56.2% to $4 million compared to $9.1 million in the prior year [10] - GAAP net loss for Q1 was $7 million, down from $11.5 million in the prior year [10] - Adjusted EBITDA loss decreased 67.4% to $2 million compared to $6.3 million in the prior year [10] Business Line Data and Key Metrics Changes - MLPE revenue represented $16 million, or 84.8% of total revenues, while OESF contributed $2 million, or 10.7% [9] - The company introduced the new 22 amp TS4A series, which serves panels up to 725 watts, enhancing its product portfolio [6] Market Data and Key Metrics Changes - EMEA revenue was $11.5 million, accounting for 61.3% of total revenues, with strong growth from Italy and The Netherlands [8][9] - The Americas region generated $4.7 million, while APAC revenue was $2.6 million, or 13.6% of total revenues [9] Company Strategy and Development Direction - The company aims to continue its growth trajectory, expecting to maintain top-line growth for the remainder of 2025 [14] - The management is focused on mitigating the impact of tariffs and expanding market share, particularly in international markets [7][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the recovery of demand for their solutions despite economic uncertainties [14] - The company is actively working with supply chain partners to address the challenges posed by tariffs [7] Other Important Information - Cash, cash equivalents, and marketable securities totaled $20.3 million as of March 31, 2025, with a slight sequential increase [12] - The company expects Q2 2025 revenues to range between $21 million and $23 million, with adjusted EBITDA projected to be between negative $1.5 million and positive $0.5 million [13] Q&A Session Summary Question: How do you break down the growth between improving conditions with current distributors and market share gains? - Management noted that most growth is attributed to increased market share, with existing distributors expanding their footprint [19][20] Question: What factors are contributing to market share gains? - The company highlighted a broad product offering, backward compatibility, and ease of installation as key factors driving market share [22][24] Question: Can you provide insight into the impact of tariffs on revenue? - Management indicated that approximately 5% of Q1 revenue was affected by the China tariff, with efforts underway to mitigate this impact [7][36] Question: What is the outlook for the second half of 2025? - Management expressed confidence in their guidance, supported by a growing backlog and positive market expectations [42][43] Question: How is the company managing the $50 million convertible due in January 2026? - The counterparty is being flexible, and the company is actively working on refinancing options [46][47] Question: What is the demand for off-grid products? - Management noted growing demand for off-grid solutions, particularly in the Midwest and South regions [40] Question: How is the company addressing inventory and sourcing challenges? - The company has sufficient inventory to mitigate tariff impacts in the short term and is exploring alternative sourcing options in Korea and Japan [60][61]

HOUSTON, May 06, 2025 (GLOBE NEWSWIRE) -- MRC Global Inc. (NYSE: MRC) today announced first quarter 2025 results from continuing operations. First Quarter 2025 Financial Highlights: Operating cash flows provided by continuing operations of $21 million Sales of $712 million, a 7% increase compared to the fourth quarter of 2024Gross profit, as a percentage of sales, of 19.9%Adjusted Gross Profit, as a percentage of sales, of 21.5%Net income from continuing operations of $8 millionAdjusted EBITDA of $36 millio ...

Justin Schreiber, Chairman and CEO of LifeMD, said, "LifeMD had an outstanding first quarter that demonstrated the power of our platform, the need for our services and the accelerated growth trajectory of the business as we achieved our first-ever quarter of GAAP profitability well ahead of expectations. During the quarter we expanded across all service areas, and the performance of our weight management program underscored our success as it is now expected to exceed top- and bottom-line expectations for th ...

SiriusPoint (SPNT) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Company Participants Liam Blackledge - Investor Relations and Strategy ManagerScott Egan - CEOJim McKinney - CFO Operator Good morning, ladies and gentlemen, and welcome to Series Point's First Quarter twenty twenty five Earnings Conference Call. During today's presentation, all parties will be in a listen only mode. As a reminder, this conference call is being recorded and a replay is available through 11:59 p. M. Eastern Time on 05/20/2025. ...

Orthofix Medical (OFIX) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Company Participants Julie Dewey - Chief Investor Relations & Communications OfficerMassimo Calafiore - President, CEO & DirectorJulie Andrews - Chief Financial OfficerIseult McMahon - Equity Research AssociateMathew Blackman - Managing DirectorCaitlin Cronin - DirectorJeffrey Cohen - MD - Equity Research Operator Thank you for standing by. My name is Tina, and I will be your conference operator today. At this time, I would like to welco ...

Bioventus (BVS) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Company Participants Dave Crawford - VP - IR & TreasurerRobert Claypoole - CEOMark Singleton - Senior VP & CFOMichaela Smith - Equity Research Associate Conference Call Participants Chase Knickerbocker - Senior Equity Research Analyst - HealthcareRobert Marcus - Analyst Operator Day and welcome to the BioVentis First Quarter twenty twenty five Conference Call. All participants will be in a listen only mode. Please note this event is being record ...

Brilliant Earth Group (BRLT) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Company Participants Colin Bourland - Vice President - Strategy, Business Development, & Investor RelationsBeth Gerstein - CEO & DirectorJeffrey Kuo - CFOOliver Chen - Managing Director - Retail, Luxury, New Platforms Sector HeadDana Telsey - CEO and Chief Research Officer Conference Call Participants Ashley Owens - Vice President & Senior Equity Research AnalystDylan Carden - Research Analyst Operator Good day and thank you for sta ...