Carnival (CCL) Q1 2025 Earnings Call March 21, 2025 10:00 AM ET Company Participants Beth Roberts - Senior Vice President and Investor RelationsJosh Weinstein - President, CEO, Chief Climate Officer & DirectorDavid Bernstein - CFO & CAORobin Farley - Managing DirectorSteven Wieczynski - Managing DirectorC. Patrick Scholes - Managing Director - Lodging & Leisure Equity ResearchDavid Katz - Managing DirectorLizzie Dove - Vice President Equity Research Conference Call Participants Benjamin Chaiken - Equity Ana ...

Carnival (CCL) Q1 2025 Earnings Call March 21, 2025 10:00 AM ET Company Participants Beth Roberts - Senior Vice President and Investor RelationsJosh Weinstein - President, CEO, Chief Climate Officer & DirectorDavid Bernstein - CFO & CAORobin Farley - Managing DirectorSteven Wieczynski - Managing DirectorPatrick Scholes - Managing Director - Lodging & Leisure Equity ResearchDavid Katz - Managing DirectorLizzie Dove - Vice President Equity Research Conference Call Participants Benjamin Chaiken - Equity Analys ...

Titan Machinery (TITN) Q4 2025 Earnings Call March 20, 2025 08:30 AM ET Company Participants Jeff Sonnek - MD, ICR, Inc.Bryan Knutson - President & CEOBo Larsen - CFO & Treasurer Conference Call Participants Edward Jackson - MD & Senior Research AnalystMircea Dobre - Associate Director of Research & Senior Research AnalystBen Klieve - Senior Research AnalystMatthew Raab - Equity Research Analyst Operator Greetings, and welcome to the Titan Machinery Fourth Quarter Fiscal twenty twenty five Earnings Call. At ...

Rockwell Medical (RMTI) Q4 2024 Earnings Call March 20, 2025 08:00 AM ET Company Participants Heather Hunter - Senior VP & Chief Corporate Affairs OfficerMark Strobeck - President & CEOTim Chole - Senior VP & Chief Commercial OfficerJesse Neri - SVP & CFOBrandon Folkes - Managing Director - Equity ResearchRaghuram Selvaraju - Managing Director, Healthcare Equity ResearchAnthony Vendetti - Executive Managing Director Operator Good morning, and welcome to Rockwell Medical's Fourth Quarter and Full Year twenty ...

Quanterix Corporation (NASDAQ:QTRX) Q4 2024 Earnings Conference Call March 17, 2025 4:30 PM ET Company Participants Joshua Young - Head of IR Masoud Toloue - President and CEO Vandana Sriram - CFO Conference Call Participants Matt Sykes - Goldman Sachs Kyle Mikson - Canaccord Puneet Souda - Leerink Partners Dan Brennan - TD Cowen Sung Ji Nam - Scotiabank Operator Thank you for standing by. My name is Kathleen and I will be your conference operator today. At this time, I would like to welcome everyone to the ...

Financial Data and Key Metrics Changes - The consolidated revenue for Q4 2024 was $137.8 million, a decrease of 4% from the previous year's fourth quarter. Adjusted EBITDA was $21.1 million, down 17% [4][20]. - U.S. operations saw a revenue decline of 3% and an EBITDA decrease of 8% [4]. Business Line Data and Key Metrics Changes - The new land-based facility in Caruthersville, Missouri, opened on November 1, 2024, and has since seen revenue and EBITDA increase by 2732% respectively in the four months following its opening [5][6]. - The Central Casino Hotel Cape Girardeau reported an 11% increase in revenue and a 7% increase in EBITDA, driven by the new hotel and solid food and beverage sales [9][10]. - In Colorado, carded revenue grew by 12%, while uncarded revenue decreased by 30%, leading to an overall revenue decline of 7% [12]. Market Data and Key Metrics Changes - The East segment, including properties in West Virginia and Maryland, experienced a revenue decline of 7% and an EBITDA drop of 29% [14]. - The West segment, particularly the Nugget Casino Resort in Nevada, saw a 10% decline in gaming revenue, attributed to low slot hold [16]. Company Strategy and Development Direction - The company is focusing on operational discipline and efficiency improvements, with a clear path to higher EBITDA for 2025 and beyond [22][23]. - There is an ongoing consideration to divest non-U.S. properties, particularly in Poland and Canada, as part of a strategic focus on North American assets [19][72]. Management's Comments on Operating Environment and Future Outlook - Management noted that the low-end consumer segment remains weak due to macroeconomic factors, impacting overall performance [5][23]. - The company anticipates significant EBITDA and cash flow improvements in 2025, driven by recent growth capital initiatives and a reduction in capital expenditures [24][22]. Other Important Information - The company has no debt maturities until 2029 and has completed its major capital expenditure cycle, which should lead to improved leverage ratios [21][20]. - The company plans to spend $4 million on growth projects and $14 million on maintenance CapEx in 2025, significantly lower than previous years [22]. Q&A Session Summary Question: What is the main driver of the lower estimates for 2025? - Management indicated that the low-end consumer weakness is the primary concern, while mid and upper tiers are performing well [27]. Question: What are the thoughts on the Nugget's performance and conference pipeline? - Management noted that the decline in casino revenue is correlated with hotel revenue and expressed optimism for future conference business [31][32]. Question: Will the suspension of gaming machine purchases in Alberta impact operations? - Management does not expect a meaningful negative impact from the suspension, estimating only a 0.5% to 1% effect [34]. Question: What is the strategy for online gaming and sports betting? - The company plans to partner with third parties for online gaming and sports betting, focusing on revenue sharing models [62]. Question: Is there a consideration for insider buying or stock buybacks? - Management expressed interest in buybacks but noted restrictions due to insider laws and blackout periods [83].

Douglas Elliman Inc. (NYSE:DOUG) Q4 2024 Earnings Conference Call March 11, 2025 9:00 AM ET Company Participants Michael Liebowitz - Chairman & Chief Executive Officer Bryant Kirkland - Chief Financial Officer Conference Call Participants Operator Welcome to Douglas Elliman's Fourth Quarter and Full Year 2024 Earnings Conference Call. This call is being recorded and simultaneously webcast. An archived version of the webcast will be available on the Investor Relations section of the company's website located ...

Exagen Inc. (NASDAQ:XGN) Q4 2024 Results Conference Call March 11, 2025 8:30 AM ET Company Participants Ryan Douglas - Investor Relations John Aballi - President & Chief Executive Officer Jeff Black - Chief Financial Officer Conference Call Participants Kyle Mikson - Canaccord Genuity Ross Osborn - Cantor Fitzgerald Mark Massaro - BTIG Dan Brennan - TD Cowen Andrew Brackmann - William Blair Matthew Parisi - KeyBanc Operator Greetings, and welcome to Exagen Inc. Fourth Quarter 2024 Earnings Conference Call. ...

Telos Corporation (NASDAQ:TLS) Q4 2024 Earnings Conference Call March 10, 2025 9:00 AM ET Company Participants Allison Phillipp - Director Coporate Communications John Wood - Chairman and CEO Mark Benza - Executive Vice President and CFO Mark Griffin - Executive Vice President of Security Solutions Conference Call Participants Zach Cummins - B. Riley Securities Rudy Kessinger - D.A. Davidson Operator Good day and thank you for standing by. Welcome to the Telos Corporation Fourth Quarter 2024 Financial Resul ...

Telos (TLS) Q4 2024 Earnings Call March 10, 2025 09:30 AM ET Company Participants Allison Phillipp - Director of Corporate CommunicationsMark Bendza - Executive VP & CFOJohn Wood - Chairman & CEO Conference Call Participants Zach Cummins - Senior Research AnalystRudy Kessinger - Managing Director - Senior Equity Research Analyst Operator Good day and thank you for standing by. Welcome to the TELUS Corporation Fourth Quarter twenty twenty four Financial Results Conference Call. At this time, all participants ...