Caesars Entertainment, Inc. (NASDAQ:CZR) Q4 2024 Earnings Conference Call February 25, 2025 5:00 PM ET Company Participants Brian Agnew - SVP, Corporate Finance, Treasury and IR Anthony Carano - President and COO Eric Hession - President, Caesars Sports and Online Gaming Bret Yunker - CFO Thomas Reeg - CEO Conference Call Participants Carlo Santarelli - Deutsche Bank David Katz - Jefferies Brandt Montour - Barclays Daniel Politzer - Wells Fargo Steven Wieczynski - Stifel Barry Jonas - Truist John DeCree - C ...

BRP Group (BWIN) Q4 2024 Earnings Call February 25, 2025 05:00 PM ET Company Participants Bonnie Bishop - Executive Director of Investor RelationsTrevor Baldwin - Chief Executive OfficerBrad Hale - Chief Financial OfficerElyse Greenspan - Managing DirectorGregory Peters - Managing Director - Equity ResearchPablo Singzon - Executive DirectorTommy McJoynt-Griffith - Director Conference Call Participants Joshua Shanker - Research Analyst Operator Greetings, and welcome to the Baldwin Group Fourth Quarter twent ...

Topgolf Callaway Brands Corp. (NYSE:MODG) Q4 2024 Earnings Conference Call February 24, 2025 5:00 PM ET Company Participants Katina Metzidakis – Vice President-Investor Relations and Corporate Communications Chip Brewer – President and Chief Executive Officer Brian Lynch – Chief Financial Officer and Chief Legal Officer Artie Starrs – Chief Executive Officer-Topgolf Conference Call Participants Matthew Boss – JPMorgan Alex Perry – Bank of America Joe Altobello – Raymond James Megan Clapp – Morgan Stanley Op ...

Kosmos Energy Ltd. (NYSE:KOS) Q4 2024 Earnings Conference Call February 24, 2025 11:00 AM ET Company Participants Jamie Buckland - VP, IR Andy Inglis - Chairman and CEO Neal Shah - CFO Conference Call Participants Neil Mehta - Goldman Sachs Charles Meade - Johnson Rice Matthew Smith - Bank of America David Round - Stifel Nicolaus Mark Wilson - Jefferies Operator Good day, everyone. Welcome to Kosmos Energy Ltd.'s fourth quarter and full year 2024 conference call. As a reminder, today's call is being recorde ...

Oceaneering International, Inc. (NYSE:OII) Q4 2024 Earnings Conference Call February 20, 2025 11:00 AM ET Company Participants Hilary Frisbie – Senior Director-Investor Relations Rod Larson – President and Chief Executive Officer Alan Curtis – Senior Vice President and Chief Financial Officer Conference Call Participants Eddie Kim – Barclays Kurt Hallead – Benchmark Company Josh Jayne – Daniel Energy Partners Desiree Welcome to Oceaneering's fourth quarter and full year 2024 earnings conference call. My nam ...

Devon Energy (DVN) Q4 2024 Earnings Call February 19, 2025 11:00 AM ET Company Participants Rosy Zuklic - VP - Investor RelationsRick Muncrief - President and CEOClay Gaspar - EVP & COOJeff Ritenour - EVP & CFOScott Hanold - Managing Director - Energy ResearchNeal Dingmann - Managing Director - Energy ResearchNeil Mehta - Head of Americas Natural Resources Equity ResearchArun Jayaram - Vice PresidentKevin MacCurdy - Managing DirectorJohn Freeman - Managing DirectorMatthew Portillo - Partner & Head of Resear ...

Financial Data and Key Metrics Changes - In 2024, net sales totaled $1.473 billion, slightly down from 2023, impacted by a nearly 6% decline in foot traffic and existing home sales at 30-year lows [17][55] - Adjusted EBITDA for 2024 increased 10.2% to $241.8 million, with a margin of 16.4%, compared to 14.9% a year ago [59][70] - Adjusted gross margins improved by 390 basis points to 48.1% for 2024, driven by operating efficiencies and a higher margin product mix [19][55] Business Line Data and Key Metrics Changes - The Hardware and Protective Solutions (HPS) segment saw a 23% increase in adjusted EBITDA with flat top-line results, demonstrating strong customer value [21] - Robotics and Digital Solutions (RDS) is expected to return to growth in 2025, with new strategies and machine rollouts enhancing revenue potential [45][111] Market Data and Key Metrics Changes - Existing home sales fell to 30-year lows, contributing to a 5-point reduction in market volume for Hillman in 2024 [18] - The company anticipates a return to 2% to 3% volume growth in the market, which is crucial for achieving organic top-line growth of 5% to 6% [27][69] Company Strategy and Development Direction - The company aims to grow to $2 billion in net sales over the next three to five years, focusing on core business growth and strategic acquisitions [26][29] - Investments in technology, including cloud migration and AI, are prioritized to enhance operational efficiency and customer service [30][31] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about returning to growth in 2025, despite current market pressures, and emphasized readiness for future market improvements [40][76] - The company is confident in its ability to navigate macroeconomic challenges and maintain profitability through strategic initiatives [39][41] Other Important Information - Hillman made two acquisitions in 2024, Koch Industries and Intex DIY, which are expected to provide organic growth opportunities [14][15] - The company has paid down over $900 million of debt in the past four years, improving its balance sheet [24][63] Q&A Session Summary Question: Can you break out organic growth in Q4 by price and volume? - Management indicated that price was down just over 1%, with volume making up the remainder of the growth calculation [80] Question: Why should MinuteKey 3.5% drive sustainable growth in RDS? - Management highlighted the expansion into new markets and improved machine capabilities as key drivers for growth [84][87] Question: How did December trends look, and what is expected in Q1? - December was pressured, but Q1 has stabilized, aligning with expectations from Q4 [96] Question: How are tariffs being managed? - Management plans to handle tariffs similarly to past experiences, ensuring pricing adjustments are made as necessary [98][102] Question: What is the outlook for the Canadian business? - The Canadian market is facing pressures, but new business wins are helping to offset these challenges [127][130]

Nabors Industries (NBR) Q4 2024 Earnings Call February 13, 2025 12:00 PM ET Company Participants William Conroy - Vice President of Corporate Development & Investor RelationsAnthony Petrello - Chairman, President & CEOWilliam Restrepo - Chief Financial OfficerScott Gruber - Director - Oilfield Services & Equipment ResearchKeith Mackey - Director - Equity ResearchArun Jayaram - Vice President Conference Call Participants Kurt Hallead - Equity Research AnalystDaniel Kutz - Analyst Operator Good day, and welco ...

Antero Resources (AR) Q4 2024 Earnings Call February 13, 2025 11:00 AM ET Company Participants Brendan Krueger - CFO, VP of Finance & TreasurerPaul Rady - President, Chairman & CEODavid Cannelongo - Senior Vice President of Liquids Marketing & TransportationJustin Fowler - Senior Vice President of Gas Marketing and TransportationMichael Kennedy - SVP, Finance & CFOArun Jayaram - Vice PresidentJohn Freeman - Managing DirectorCarlos Escalante - Senior AssociateNeil Mehta - Head of Americas Natural Resources E ...

Diamondback Energy (FANG) Q3 2024 Earnings Call November 05, 2024 09:00 AM ET Company Participants Adam Lawlis - Vice President, Investor RelationsTravis Stice - Chairman and CEONeal Dingmann - Managing Director - Energy ResearchKaes Van't Hof - President & CFOArun Jayaram - Vice PresidentBob Brackett - Head - Research DivisionDaniel Wesson - Executive VP & COONeil Mehta - Head of Americas Natural Resources Equity ResearchBetty Jiang - Managing DirectorKevin MacCurdy - Managing DirectorJohn Freeman - Managi ...