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Nokia launches Aurelis Optical LAN, a future-ready fiber solution for in-building enterprise connectivity
GlobeNewswire News Room· 2025-05-08 07:00
Press Release Nokia launches Aurelis Optical LAN, a future-ready fiber solution for in-building enterprise connectivity 8 May 2025 Espoo, Finland – Nokia today announced the launch of Aurelis Optical LAN, its next-generation fiber-based LAN solution developed to meet the evolving demands of enterprise connectivity. Designed as a future-ready solution, it brings fiber's unmatched longevity, performance and efficiency to in-building and campus environments. Optical LAN offers a significant leap forward, requi ...
Amplitude(AMPL) - 2025 Q1 - Earnings Call Transcript
2025-05-07 22:02
Financial Data and Key Metrics Changes - The first quarter revenue was $80 million, up 10% year over year and 2% quarter over quarter [5][32] - Annual recurring revenue (ARR) increased to $320 million, up 12% year over year and $8 million sequentially [5][32] - Non-GAAP operating loss was $2.1 million, approximately $2.4 million better than the midpoint of guidance [6][35] - Dollar-based net retention (NRR) reached 101% in Q1, up five points from its lowest level in Q2 of the previous year [9][33] - Gross margin was 77%, consistent with the previous quarter [34] Business Line Data and Key Metrics Changes - Customers with more than $100,000 in ARR grew to 617, an increase of 18% year over year [6][33] - Multiproduct customers now make up 30% of the installed base and 64% of total ARR [7][9] - The company is focusing on enterprise customers, with almost two-thirds of ARR coming from this segment [8][19] Market Data and Key Metrics Changes - The company is seeing strong enterprise momentum, landing new customers like Hertz and The Economist Group [8][19] - Total remaining performance obligations (RPO) accelerated to 30% growth year over year, while long-term RPO accelerated to 72% growth year over year [26] Company Strategy and Development Direction - The company is positioning itself as a complete end-to-end digital analytics platform for enterprises, aiming to replace point solutions [24] - A new strategic enterprise accounts team has been created to focus on the top 30 customers and prospects [9][19] - The company is emphasizing product innovation, with recent launches including Guides and Surveys, which have seen strong adoption [10][11] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the macroeconomic challenges but remains focused on helping customers derive value from the platform [10][37] - The company expects revenues for Q2 2025 to be between $80.3 million and $82.3 million, representing an annual growth rate of 11% at the midpoint [38] - For the full year 2025, revenue expectations have been raised to between $329 million and $333 million, reflecting a 10.5% annual growth rate at the midpoint [39] Other Important Information - The board of directors has approved a $50 million share repurchase program to manage future dilution and take advantage of stock price dislocations [39] - The company is focused on operational excellence and building a durable enterprise SaaS business [37][39] Q&A Session Summary Question: Insights on net new ARR metric - Management noted that the increase in net new ARR was driven by improved retention and successful enterprise wins, with a focus on platform capabilities [42][43] Question: Improving market awareness of new products - Management acknowledged the need to educate existing customers about new offerings, emphasizing the transition from an analytics-focused company to a comprehensive platform [46][48] Question: Comparison of new marketing products to previous CDP-related products - Management highlighted that the current marketing analytics capabilities are more robust, allowing for a full switch from competitors like Google Analytics [52][56] Question: Operating leverage in the second half of the year - Management indicated that improvements in gross margins, sales productivity, and operational efficiencies would drive operating leverage [58][60] Question: Budget scrutiny from customers - Management noted that CFOs are increasingly focused on ROI from investments in Amplitude, which is driving the need for greater efficiency and value [96][97]
ON24(ONTF) - 2025 Q1 - Earnings Call Transcript
2025-05-07 22:02
ON24 (ONTF) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Emily Greenstein - DirectorSharat Sharan - Founder, President, CEO & Chair of the BoardSteve Vattuone - CFORobert Morelli - Equity Research AssociateLuke Morison - Vice President, Equity ResearchAlinda Li - Equity Research Associate Operator Good day, everyone, and welcome to the ON24 Q1 twenty twenty five Conference Call. At this time, all participants are in a listen only mode. Later, you will have the opportunity to ask quest ...
Soleno Therapeutics(SLNO) - 2025 Q1 - Earnings Call Transcript
2025-05-07 21:32
Soleno Therapeutics (SLNO) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Company Participants Brian Ritchie - Managing DirectorAnish Bhatnagar - CEOMeredith Manning - CCOJim Mackaness - CFODebjit Chattopadhyay - Senior Managing DirectorJames Condulis - Associate Vice President - Biotechnology Equity Research Conference Call Participants Yasmeen Rahimi - Sr. Research AnalystKristen Kluska - Equity Research AnalystLeland Gershell - MD & Senior Biotechnology AnalystBrian Skorney - Senior Research AnalystMyria ...
Delek US(DK) - 2025 Q1 - Earnings Call Transcript
2025-05-07 16:02
Delek US (DK) Q1 2025 Earnings Call May 07, 2025 11:00 AM ET Company Participants Robert Wright - EVP & CFOAvigal Soreq - President and CEOJoseph Israel - EVP, President of Refining & RenewablesMark Hobbs - EVP & CFOMatthew Blair - Managing DirectorMohit Bhardwaj - SVP - Strategy & GrowthManav Gupta - Executive DirectorJason Gabelman - MD - Equity Research Conference Call Participants Alexa Petrick - Investment Research AnalystMcKinley Trusclair - AnalystJoe Laetsch - AnalystRyan Todd - Senior Research Anal ...
Delek US(DK) - 2025 Q1 - Earnings Call Transcript
2025-05-07 16:00
Delek US (DK) Q1 2025 Earnings Call May 07, 2025 11:00 AM ET Speaker0 name is JL, and I will be your conference operator today. At this time, I would like to welcome everyone to the Delek U. S. First Quarter 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. I would now like to turn the conference over to Robert Wright, Senior VP of The U. S. Branch. You may begin. Speaker1 Good morning, and welcome to ...
Owens ning(OC) - 2025 Q1 - Earnings Call Transcript
2025-05-07 14:00
Owens Corning (OC) Q1 2025 Earnings Call May 07, 2025 09:00 AM ET Speaker0 Hello, everyone, and welcome to Owens Corning's First Quarter twenty twenty five Earnings Call. My name is Lydia, and I'll be your operator today. After prepared remarks, there'll be an opportunity to ask questions. I'll now hand you over to Amber Wolfa, Vice President of Corporate Affairs and Investor Relations to begin. Please go ahead. Speaker1 Good morning. Thank you for taking the time to join us for today's conference call and ...
InnovAge (INNV) - 2025 Q3 - Earnings Call Transcript
2025-05-06 22:02
InnovAge (INNV) Q3 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Ryan Kubota - Director of Investor RelationsPatrick Blair - President & CEOBen Adams - CFOBenjamin Rossi - Equity Research AssociateJared Haase - Equity Research AssociateMichael Scarbrough - President & COO Conference Call Participants Matthew Gillmor - Director & Equity Research AnalystJamie Perse - Equity Research Analyst Operator Good day, and thank you for standing by. Welcome to the InnovAge Third Quarter twenty twenty ...
InnovAge (INNV) - 2025 Q3 - Earnings Call Transcript
2025-05-06 21:00
Financial Data and Key Metrics Changes - The company reported revenue of $218.1 million, representing a 13% year-over-year increase from $193.1 million in the same quarter last year [8][23] - Adjusted EBITDA was $10.8 million, with a margin of 4.9%, significantly improving from $3 million in the third quarter of fiscal year 2024 [9][30] - The net loss for the quarter was $11.1 million, compared to a net loss of $6.2 million in the same quarter last year [29] Business Line Data and Key Metrics Changes - Census grew to approximately 7,530 participants, reflecting a 10% annual increase [10][23] - Center level contribution was $40.7 million, with an 18.7% margin, improving by approximately 110 basis points year-over-year [8][27] - External provider costs were $107.9 million, a 7.9% increase compared to the same quarter last year, driven by an increase in member months [25][26] Market Data and Key Metrics Changes - The increase in member months was primarily due to growth in existing California and Colorado centers, along with new centers in Florida [24] - The company experienced a modest sequential growth in census due to seasonal headwinds during Medicare's Annual Enrollment Period [12] Company Strategy and Development Direction - The company is focused on operational excellence and greater organizational efficiency, aiming to build a scalable, tech-enabled platform for sustainable growth [11][19] - The transformation efforts are described as more ambitious than previous improvement initiatives, with a comprehensive approach to reimagine operations and value creation [11][20] - The company is actively engaging with policymakers to advocate for the PACE model, emphasizing its value for seniors and the healthcare system [7][47] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a healthcare environment marked by policy uncertainty, reaffirming fiscal year 2025 earnings guidance [6][33] - The company is optimistic about the long-term value of the PACE model, which is seen as resilient in uncertain policy environments [20][21] - Management highlighted the importance of maintaining strong cost discipline while delivering quality outcomes for participants [14][19] Other Important Information - The company has successfully integrated pharmacy services into its clinical model, which is expected to enhance medication adherence and reduce costs [18] - The flu vaccination rate for participants is reported at 77%, significantly above the national average for seniors [15] Q&A Session Summary Question: Initial 2026 guidance and Medicare/Medicaid rate development - Management indicated that it is early for 2026 guidance but expects reasonable Medicare rates and some positive indications for Medicaid rates [36][38] Question: Changes in pharmacy utilization trends - Management noted no significant changes in pharmacy utilization trends, emphasizing that their reimbursement model differs from traditional Medicare Advantage [42][43] Question: Engagement with regulators regarding PACE - Management confirmed increased engagement with regulators, focusing on the value of PACE and the populations served, while addressing potential risks related to eligibility and state budgets [46][49] Question: De novo losses and enrollment trends - Management reported that de novo losses are tracking with expectations, with positive momentum in new markets [66][68] Question: Cost of care and investments - Management acknowledged increased costs due to insourcing certain services but expects a more normalized growth rate going forward [73][75]
Palantir Technologies Inc.(PLTR)、马斯克旗下初创公司xAI、TWG Global宣布,通过Enterprise AI重新定义金融服务。
news flash· 2025-05-06 14:51
Palantir Technologies Inc.(PLTR)、马斯克旗下初创公司xAI、TWG Global宣布,通过Enterprise AI重 新定义金融服务。 ...