Owens & Minor, Inc. (NYSE:OMI) Q4 2024 - Earnings Conference Call February 28, 2025 8:30 AM ET Company Participants Jackie Marcus – IR Edward Pesicka - President and CEO Jonathan Leon - CFO Conference Call Participants Kevin Caliendo - UBS Michael Cherny - Leerink Partners John Stansel - JP Morgan Daniel Grosslight - Citigroup Eric Coldwell - Baird Allen Lutz - Bank of America Operator Good day, and thank you for standing by. Welcome to the Owens & Minor Fourth Quarter and Full Year 2024 Earnings Conferenc ...

Collegium Pharmaceutical, Inc. (NASDAQ:COLL) Q4 2024 Earnings Conference Call February 27, 2025 4:30 PM ET Company Participants Danielle Jesse - Director, Investor Relations Vikram Karnani - President & Chief Executive Officer Scott Dreyer - Chief Commercial Officer Colleen Tupper - Chief Financial Officer Conference Call Participants Les Sulewski - Truist Securities David Amsellem - Piper Sandler Operator Greetings and welcome to the Collegium Pharmaceuticals Fourth Quarter and Full Year 2024 Earnings Conf ...

Golden Entertainment, Inc. (NASDAQ:GDEN) Q4 2024 Earnings Conference Call February 27, 2025 5:00 PM ET Company Participants James Adams - VP, Corporate Finance & Treasurer Blake Sartini - Founder, Chairman & CEO Charles Protell - President & CFO Conference Call Participants Patrick Keough - Truist Securities Jordan Bender - Citizens Zachary Silverberg - Wells Fargo Chad Beynon - Macquarie Max Marsh - CBRE Securities David Katz - Jefferies Operator Good afternoon, ladies and gentlemen. Thank you for standing ...

Universal Health Services, Inc. (NYSE:UHS) Q4 2024 Earnings Call February 27, 2025 10:00 AM ET Company Participants Steve Filton - Executive Vice President and Chief Financial Officer Marc Miller - Chief Executive Officer Conference Call Participants Andrew Mok - Barclays Ben Hendrix - RBC Capital Markets Ann Hynes - Mizuho Justin Lake - Wolfe Research Pito Chickering - Deutsche Bank Joanna Gajuk - Bank of America Stephen Baxter - Wells Fargo Sarah James - Cantor Fitzgerald AJ Rice - UBS Michael Ha - Baird ...

Chord Energy Corporation (NASDAQ:CHRD) Q4 2024 Earnings Conference Call February 26, 2025 11:00 AM ET Company Participants Bob Bakanauskas - Vice President of Investor Relations Daniel Brown - President and Chief Executive Officer Darrin Henke - Executive Vice President and Chief Operating Officer Richard Robuck - Executive Vice President and Chief Financial Officer Michael Lou - Executive Vice President, Chief Strategy Officer and Chief Commercial Officer Conference Call Participants Scott Hanold - RBC Cap ...

Financial Data and Key Metrics Changes - For the fourth quarter, the company reported a net loss of $1 million, while adjusted operating income was $15 million, primarily driven by strong performance from Enact, which contributed $137 million to adjusted operating income [11][12] - For the full year, net income was $299 million or $0.68 per share, with adjusted operating income of $273 million [12][26] - The company ended the fourth quarter with holding company cash and liquid assets of $294 million, including approximately $186 million in cash set aside for future obligations [13][38] Business Line Data and Key Metrics Changes - The Long Term Care (LTC) Insurance segment reported an adjusted operating loss of $104 million in the fourth quarter, driven by a liability remeasurement loss [23][26] - Enact delivered $137 million in adjusted operating income for the fourth quarter, reflecting a 6% year-over-year increase [27] - The Life and Annuities segment reported adjusted operating income of $5 million in the fourth quarter, including a net favorable impact from model and assumption updates [24] Market Data and Key Metrics Changes - Enact's primary insurance in force grew 2% year-over-year to a record $269 billion, supported by new insurance written and continued elevated persistency [27] - The company achieved $40 million in gross incremental premium approvals in the fourth quarter, with an average percentage increase of 23% [14] Company Strategy and Development Direction - The company is focused on three strategic priorities: creating shareholder value through its stake in Enact, maintaining self-sustainability in its legacy LTC business, and driving future growth with CareScout [13][21] - The CareScout quality network has expanded to nearly 500 home care providers, with a goal to cover 70 million aging individuals in the U.S. [10][17] - The company plans to invest $75 million in the new CareScout Insurance Company in 2025 to meet regulatory requirements [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the progress made in 2024 and the momentum building for future growth, particularly through CareScout and Enact [7][21] - The company anticipates that CareScout services will generate significant claim savings and revenue over time [16][18] Other Important Information - The company has reduced its wholly-owned company debt to $790 million, down from $4.2 billion at the beginning of 2013 [9] - The multi-year rate action plan (myRAP) has contributed a total of $31.2 billion in net present value to the legacy business since 2012 [8] Q&A Session Summary Question: Can you provide more details on CareScout services revenue expectations? - Management indicated that CareScout services already generate revenue from the assessment business and expects to grow revenues from matches between policyholders and the CareScout quality network [44][46] Question: What is the update on the timing of the UK court case? - The court case is scheduled for early March and could last about six weeks if it goes to trial without a settlement [51] Question: Will the $75 million capital contribution to the new CareScout insurance entity come from existing holding company resources? - Management confirmed that the funding for growth initiatives, including the capital contribution, is included in the base operating plan [52]

Post Holdings (POST) Q1 2025 Earnings Call February 07, 2025 09:00 AM ET Company Participants Daniel O'Rourke - Investor RelationsJeff Zadoks - Executive VP and Chief Operating OfficerMatt Mainer - Senior VP, CFO & TreasurerAndrew Lazar - Managing DirectorDavid Palmer - Senior Managing DirectorKen Goldman - Managing DirectorMatthew Smith - Director - Food & Tobacco Saint LouisJohn Baumgartner - Managing Director, Equity ResearchMarc Torrente - Associate Vice President - Equity Research Conference Call Parti ...

SS&C (SSNC) Q4 2024 Earnings Call February 06, 2025 05:00 PM ET Company Participants Chandana Madaka - Investor RelationsWilliam Stone - CEORahul Kanwar - President & COOBrian Schell - Executive VP & CFOAlexei Gogolev - Executive DirectorDan Perlin - Managing DirectorPeter Heckmann - MD - Equity ResearchKevin McVeigh - Managing Director Conference Call Participants Jeff Schmitt - Research Analyst - Financial Services and TechnologyAndrew Schmidt - Equity Research Analyst Operator Good afternoon. My name is ...