Dave & Buster's Entertainment, Inc. (PLAY) Q4 2024 Earnings Conference Call April 07, 2025 05:00 PM ET Company Participants Kevin Sheehan - Chair of the Board & Interim CEOConference Call Moderator - Call HostCorey Haddon - Head of Entertainment Finance, Investor Relations & TreasurerDarren Harper - CFO Conference Call Participants Sharon Zoxia - William Blair AnalystAndy Barrett - Jefferies AnalystBrian Mullen - Piper Sandler AnalystAndrew Strelzik - BMO AnalystJake Bartlett - Truist Securities AnalystDenn ...

Monday, March 31, 2025 On the last trading day of calendar Q1, major indexes were mixed. The Dow, which first tested a 6-month bottom, finished up exactly +1.00%, or +417 points — resulting in a more than 900-point swing. Big Tech closed its worst quarter in 3 years, with the Nasdaq dipping another -23 points, -0.14%. The S&P 500 was +0.55% and the small-cap Russell 2000 finished -0.50%. Construction Spending, also for February, comes out tomorrow after the opening bell, too. We are expected to see a sewing ...

Chewy (CHWY) Q4 2025 Earnings Call March 26, 2025 02:57 PM ET Company Participants David Reeder - Chief Financial OfficerSumit Singh - CEOEric Sheridan - Managing DirectorSteven Zaccone - Director, Equity Research, Hardlines Retail Conference Call Participants David Bellinger - Director & Senior AnalystDouglas Anmuth - Managing Director & Internet AnalystCurtis Nagle - Director - Senior US SMID Cap Internet AnalystTrevor Young - AnalystDylan Carden - Research Analyst Operator Hello, everyone, and welcome to ...

Epsilon Energy Ltd. (NASDAQ:EPSN) Q4 2024 Earnings Conference Call March 20, 2025 11:30 AM ET Company Participants Andrew Williamson - Chief Financial Officer Jason Stabell - Chief Executive Officer Henry Clanton - Chief Operating Officer Conference Call Participants John White - ROTH Capital Anthony Perala - Punch & Associates Operator Good day, and welcome to the Epsilon Energy Full Year and Fourth Quarter 2024 Earning Conference Call. All participants will be in a listen-only mode. [Operator Instructions ...

Ollie's Bargain Outlet (OLLI) Q4 2025 Earnings Call March 19, 2025 08:30 AM ET Company Participants Eric van der Valk - President & CEORobert Helm - Executive VP & CFOSteven Zaccone - Director, Equity Research, Hardlines RetailChuck Grom - Managing DirectorAlexia Morgan - AVP - Equity ResearchBradley Thomas - Associate Director of ResearchKate McShane - Managing DirectorAnthony Chukumba - Managing Director Conference Call Participants Matt Boss - Equity Research AnalystLauren Ng - AnalystScot Ciccarelli - M ...

United Maritime Corporation (NASDAQ:USEA) Q4 2024 Earnings Conference Call March 18, 2025 9:00 AM ET Company Participants Stamatios Tsantanis - Chairman and CEO Stavros Gyftakis - CFO Conference Call Participants Tate Sullivan - Maxim Group Operator Thank you for standing by, ladies and gentlemen, and welcome to the United Maritime Corporation Conference Call on the fourth quarter and year-end December 31, 2024 financial results. We have with us Mr. . Stamatios Tsantanis, Chairman and CEO; and Mr. . Stavros ...

Financial Data and Key Metrics Changes - The net revenue for Q4 2024 was $10.8 million, down from $11.6 million in Q4 2023, with a daily time charter equivalent (TCE) of $14,250 compared to $15,874 the previous year [10][26] - For the full year 2024, net revenues reached $45.4 million, significantly higher than the previous year, with adjusted EBITDA growing to $20.3 million from $18.9 million in 2023 [27] - The company recorded a net loss of $1.8 million in Q4 2024, compared to a net loss of $0.7 million in Q4 2023, while the full year net loss was $3.4 million versus a net profit of $200,000 in 2023 [26][27] Business Line Data and Key Metrics Changes - The performance was impacted by a temporary slowdown in coal and iron ore exports, which was viewed as a seasonal adjustment [9] - The company sold the Oasea vessel and reinvested in the Nisea vessel, which has been employed on a profitable fixed-rate charter [11] - The fleet composition consists exclusively of high-quality Japanese-built vessels, ensuring compliance with evolving environmental regulations [12] Market Data and Key Metrics Changes - The Capesize and Panamax charter rates softened due to seasonal factors and high inventory levels in China, leading to reduced urgency for new imports [17] - The Capesize market saw a decline in rates as larger cargoes were split into smaller shipments, while Panamax rates were pressured by a slowdown in grain imports and lower coal volumes [18] - Despite the challenges, there is optimism for a rebound in the Capesize market due to expected increases in steel production and iron ore supply [19][20] Company Strategy and Development Direction - The company is focused on building and operating a high-quality dry bulk fleet, with a commitment to capital returns through dividends and share repurchases [5][7] - The company has extended its share repurchase program by 12 months due to the current undervaluation of its shares [8] - The recent entry into the offshore market is seen as a strategic move, with expectations for high returns from the energy construction vessel project [15][37] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about the long-term fundamentals of the dry bulk market despite current volatility [9] - The company expects to see higher TCE rates in the following quarters of 2025 as the dry bulk market rebounds from seasonal slowdowns [14] - The potential ceasefire in Ukraine could positively impact cargo demand, particularly for the Panamax/Kamsarmax segment [23] Other Important Information - The company declared a total of $0.235 per share in dividends for 2024, with a reduced dividend of $0.01 per share for Q4 2024 [7] - The cash position at year-end was $6.8 million, with total assets reaching $153 million and stockholder equity at $60.1 million [29][31] - Outstanding debt stood at $99.4 million, with a loan-to-fleet value ratio of approximately 60% [32] Q&A Session Summary Question: Can you review the scheduled delivery of the offshore vessel and remaining capital commitments? - The scheduled delivery is in Q1 2027, with $3.5 million already paid and another $4.5 million committed to be called in two tranches within 2025 [42] Question: Can you review comments on the US missile strikes and their potential link to the dry bulk market? - The Red Sea remains closed, which disrupts trade routes, but a ceasefire in Ukraine could reopen the grain corridor, positively impacting the Panamax/Kamsarmax segment [45][46] Question: Regarding the Capesize sale, does the $50 million sales price imply a gain of $7 million? - The net amount after the sale for United will be around $7 million, considering the outstanding loan and management agreements [50]

Core Viewpoint - XTI Aerospace has authorized a share repurchase program to buy back up to $5 million of its common stock, reflecting the company's belief in the undervaluation of its shares [1][3]. Group 1: Share Repurchase Program - The share repurchase program allows XTI Aerospace to purchase common stock through various means, including open market transactions and privately negotiated transactions, in compliance with applicable securities laws [2]. - The program has an initial term of twelve months, which may be extended to eighteen months, and can be suspended or discontinued at any time [2]. - As of March 18, 2025, XTI Aerospace had approximately 3.7 million shares of common stock outstanding [3]. Group 2: Company Confidence and Future Potential - The decision to implement the share buyback program is based on the company's strong confidence in its intrinsic value and future potential, as stated by the Chairman and CEO [3]. - The company aims to deliver long-term value to shareholders and believes its progress towards market leadership reinforces confidence in its long-term success [3]. Group 3: Company Overview - XTI Aerospace is developing the TriFan 600, a fixed-wing business aircraft with vertical takeoff and landing (VTOL) capabilities, designed to reach speeds of up to 345 mph and a range of approximately 700 miles [4]. - The company also has a business unit, Inpixon, which specializes in real-time location systems (RTLS) technology, serving customers globally to optimize operations and enhance safety [4].

Ready Capital Corporation (NYSE:RC) Q4 2024 Earnings Conference Call March 3, 2025 8:30 AM ET Company Participants Andrew Ahlborn - CFO Thomas Capasse - CEO Adam Zausmer - Chief Credit Officer Conference Call Participants Crispin Love - Piper Sandler Douglas Harter - UBS Jade Rahmani - KBW Stephen Laws - Raymond James Christopher Nolan - Landenburg Thalmann Operator Greetings, and welcome to Ready Capital Fourth Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode. ...

Financial Data and Key Metrics Changes - For Q4 2024, total revenue reached $318 million, a year-over-year increase of 6.9%, and adjusted EBITDA was $47 million, up 6.2% year-over-year [23] - For the full year, total revenue was $1.2 billion, reflecting a 5.2% increase, while adjusted EBITDA increased by 4.2% to $189 million [23] - As of December 31, 2024, the company had 26,346 terminals across 4,117 locations, representing year-over-year increases of 5% and 3.9%, respectively [23] Business Line Data and Key Metrics Changes - In Illinois, revenue per location was $868 per day, an increase of 3.5% year-over-year, while Montana saw $614 per day, up 4.6% year-over-year [23] - Nebraska reported $253 per day, a 5.9% increase year-over-year, while Louisiana had $979 per day [23] - The company strategically closed 54 underperforming locations in 2024 to enhance operational efficiency [10] Market Data and Key Metrics Changes - Illinois experienced market-wide GGR growth of 4% year-over-year, outperforming local casinos which were down 3% [8] - The company is focusing on refining its sales and operating model to enhance performance across its footprint [11] Company Strategy and Development Direction - The company aims for low single-digit revenue growth, mid-single-digit EBITDA growth, and high single-digit free cash flow growth in its core route-based business model [16] - Future growth levers include organic growth in Illinois, Nebraska, and Georgia, and potential acquisitions in the fragmented local gaming market [17] - The company is also preparing for the rollout of ticket in, ticket out (TITO) technology in 2025 to enhance player experience [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the resilience of their business model and the demand for local gaming offerings [23] - The company is optimistic about growth opportunities in Louisiana, particularly in the fragmented truck stop and bar markets [59] - Management is continuously monitoring regulatory changes and believes iGaming legislation may not be prioritized in established route gaming markets like Illinois [55] Other Important Information - The company repurchased 361,000 shares at an average price of $11.14 per share during the quarter, totaling $4 million [26] - The board authorized replenishing the share repurchase program to $200 million, indicating a strong balance sheet and low leverage [27] Q&A Session Summary Question: Contributions from Louisiana and Fairmont to the model - Management indicated that Louisiana is expected to contribute $6 million of EBITDA for the full year 2025, with Fairmont projected to generate $25 million of EBITDA once fully operational [34] Question: Trends in Illinois and other markets - Management noted favorable weather conditions in January contributed to strong performance, while February saw less favorable conditions [38] Question: Pruning of Illinois units and future growth - Management clarified that pruning underperforming locations is an ongoing process, with expectations for improved profitability in the future [44] Question: Expansion in e-pull tabs market - Management acknowledged the potential of the e-pull tabs market but emphasized the need for partnerships to effectively participate [49] Question: Legislative changes and iGaming prospects - Management stated that while iGaming legislation is being monitored, it is unlikely to gain traction in established route gaming markets like Illinois [55] Question: Growth opportunities in Louisiana - Management highlighted the fragmented nature of the Louisiana market and the potential for organic growth through improvements in truck stops and bars [61]