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Amazon Launch: The Reflection Unwritten Offers a Quiet, Powerful Mirror for Creatives Afraid to Begin
GlobeNewswire News Room· 2025-05-02 23:15
San Francisco, May 02, 2025 (GLOBE NEWSWIRE) -- San Francisco, California - Following the resonant debut of The Version Who Stayed, rising speculative fiction author Krispy returns with The Reflection Unwritten, the second novella in The Mirror Archive series. Available now on Amazon, this introspective, emotionally immersive tale invites readers to confront not the past—but the futures they've been too afraid to imagine. Continuing the quiet, lyrical storytelling that marked their first novel, Krispy brin ...
Westlake Chemical Partners(WLKP) - 2025 Q1 - Earnings Call Transcript
2025-05-02 18:02
Westlake Chemical Partners (WLKP) Q1 2025 Earnings Call May 02, 2025 01:00 PM ET Company Participants Johnathan Zoeller - VP & TreasurerJean-Marc Gilson - President, CEO & DirectorM. Steven Bender - EVP & CFOMatthew Blair - Managing Director Operator Good afternoon. Thank you for standing by. Welcome to the Westlake Chemical Partners First Quarter twenty twenty five Earnings Conference Call. During the presentation, all participants will be in a listen only mode. After the speakers' remarks, you will be inv ...
AXT(AXTI) - 2025 Q1 - Earnings Call Transcript
2025-05-01 21:32
AXT (AXTI) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Leslie Green - Investor RelationsGary Fischer - CFO, VP & Corporate SecretaryMorris Young - Co-Founder, CEO & ChairmanRoss Cole - Equity Research AssociateTim Bettles - VP Business Development, Strategic Sales and MarketingMatthew Bryson - MD - Equity Research Conference Call Participants Richard Shannon - Senior Research AnalystDave Kang - Senior Analyst Operator Good afternoon, everyone, and welcome to AXT's First Quarter twent ...
Alphatec (ATEC) - 2025 Q1 - Earnings Call Transcript
2025-05-01 21:32
Financial Data and Key Metrics Changes - The company reported a revenue growth of 22% year-over-year, reaching $169 million, with surgical revenue growing by 24% to $152 million [4][9] - Adjusted EBITDA for the first quarter was $11 million, marking a 6% margin and an improvement of over 800 basis points compared to the previous year [13][14] - Non-GAAP gross margin was 70%, down 50 basis points year-over-year but up 70 basis points sequentially [11] Business Line Data and Key Metrics Changes - Surgical revenue grew by 24% year-over-year, driven by a 17% increase in procedural volume and an 18% increase in the number of surgeons utilizing ATEC procedures [6][10] - EOS revenue increased by 8% year-over-year, with a record order volume leading to a 28% year-over-year increase in the order book [11][12] Market Data and Key Metrics Changes - Established territories saw a revenue growth of 23%, indicating strong surgeon and territory penetration [6] - Same store sales from sales agents in territories for over a year grew by 23% year-over-year, reflecting significant growth in established markets [12][84] Company Strategy and Development Direction - The company is focused on creating clinical distinction through innovative procedural solutions that improve patient outcomes [24][25] - ATEC aims to expand its sales force and enhance operational efficiency to drive growth and profitability [6][23] - The strategy includes leveraging informatics to reduce surgical variables and improve predictability in spine surgery [26][28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving cash flow positivity for the full year 2025, with expectations of continued strong revenue growth [19][17] - The company anticipates a revenue outlook of approximately $734 million for 2025, with surgical revenue growth of 21% [19][21] - Management noted that the spine market remains resilient despite economic uncertainties, with high demand for their products [106][107] Other Important Information - The company successfully refinanced its 2026 convertible note, extending maturity and maintaining a low coupon rate [17] - The first quarter cash burn was at the low end of the expected range, indicating improved cash management [15][16] Q&A Session Summary Question: Market size and competitive dynamics for the new Corpectomy system - Management indicated that they are the only company offering this procedure in the prone position, which provides unique advantages [41][42] Question: Tariff exposure in 2025 - The company expects low single-digit million impacts on cost of goods sold due to tariffs, primarily affecting EOS equipment [54][55] Question: Update on robot launch plan - The robot is in the alpha phase, with plans for an end-of-year launch, and integration with navigation systems is underway [60][61] Question: Cash outlay trends - The company achieved a cash use of $15 million in Q1, with expectations for positive cash flow in subsequent quarters [65][66] Question: Salesforce productivity and opportunities - Same store sales grew by 23%, indicating strong performance from established sales agents [83][84] Question: EOS placements and portfolio pull-through - Most EOS placements are in new accounts, with a focus on expanding into complex procedures [88][90] Question: Overall volumes and ASC growth - The market is healthy, with surgical volumes growing significantly, and ASCs are expected to evolve over time [93][94] Question: International market expansion - The company remains bullish on international markets, particularly Australia and New Zealand, while maintaining a focused approach [110]
Compass, Inc. (COMP) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
ZACKS· 2025-05-01 15:08
The market expects Compass, Inc. (COMP) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 8, 2025, might help the stock move higher if these key numbers are be ...
Appian (APPN) Earnings Expected to Grow: Should You Buy?
ZACKS· 2025-05-01 15:07
Core Viewpoint - The market anticipates Appian (APPN) will report a year-over-year increase in earnings driven by higher revenues when it releases its quarterly results for the period ending March 2025 [1][2] Earnings Expectations - Appian is expected to report quarterly earnings of $0.03 per share, reflecting a year-over-year increase of +112.5% [3] - Revenue projections stand at $162.84 million, which is an increase of 8.7% compared to the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised down by 6.82% over the last 30 days, indicating a reassessment by analysts regarding the company's earnings outlook [4] - The Most Accurate Estimate for Appian is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -25%, suggesting a bearish sentiment among analysts [10][11] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the likelihood of actual earnings deviating from consensus estimates, with positive readings being more reliable [7][8] - Appian currently holds a Zacks Rank of 3, which complicates the prediction of an earnings beat [11] Historical Performance - In the last reported quarter, Appian was expected to incur a loss of $0.01 per share but instead reported break-even earnings, resulting in a surprise of +100% [12] - Over the past four quarters, Appian has exceeded consensus EPS estimates three times [13] Conclusion - While Appian does not appear to be a strong candidate for an earnings beat, investors should consider other factors when making investment decisions ahead of the earnings release [16]
Affirm Holdings (AFRM) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
ZACKS· 2025-05-01 15:07
Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Affirm Holdings due to higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Affirm Holdings is expected to report a quarterly loss of $0.08 per share, reflecting an 81.4% improvement year-over-year, with revenues projected at $783.11 million, a 35.9% increase from the previous year [3]. - The earnings report is scheduled for May 8, 2025, and could lead to stock price increases if results exceed expectations [2]. Estimate Revisions - The consensus EPS estimate has been revised 4.88% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Zacks Earnings ESP model suggests that recent estimate revisions may provide insights into business conditions leading up to the earnings release [5][6]. Earnings Surprise Potential - Affirm Holdings has a positive Earnings ESP of +63.27%, indicating a strong likelihood of beating the consensus EPS estimate, supported by a Zacks Rank of 1 [11]. - The company has a history of exceeding consensus EPS estimates, having done so in the last four quarters, including a significant surprise of +215% in the last reported quarter [12][13]. Conclusion - Affirm Holdings is positioned as a compelling candidate for an earnings beat, but investors should consider additional factors beyond earnings results when making investment decisions [16].
Onto Innovation (ONTO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-05-01 15:06
Core Viewpoint - Onto Innovation (ONTO) is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended March 2025, with earnings expected to be $1.47 per share, reflecting a 24.6% increase, and revenues projected at $264.96 million, up 15.8% from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for May 8, and the stock may rise if the reported figures exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised down by 1.07% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model compares the Most Accurate Estimate to the Zacks Consensus Estimate, suggesting that recent estimate revisions may provide more accurate insights into the company's earnings potential [5][6]. - A negative Earnings ESP of -1.09% indicates that analysts have become bearish on Onto Innovation's earnings prospects, compounded by a Zacks Rank of 4, making it challenging to predict an earnings beat [10][11]. Historical Performance - Onto Innovation has a history of beating consensus EPS estimates, having done so in the last four quarters, including a surprise of +8.63% in the last reported quarter [12][13]. Conclusion - Despite the historical performance of beating estimates, Onto Innovation does not currently appear to be a strong candidate for an earnings beat, and investors should consider other factors before making investment decisions [14][16].
Kohl's fires new CEO Ashley Buchanan after probe finds he violated conflict of interest policies
New York Post· 2025-05-01 14:42
Kohl’s canned its chief executive — hired just four months ago — after an investigation showed that he violated the retailer’s conflict of interest policies, the company said on Thursday.Ashley Buchanan directed Kohl’s to “engage in vendor transactions that involved undisclosed conflicts of interest,” the company said.Kohl’s audit committee oversaw an investigation led by an outside law firm which found that Buchanan had not disclosed the vendor relationships that were deemed inappropriate and for which he ...
星网锐捷(002396):Q1净利润同比高增,加强ICT基建+AI应用布局
Minsheng Securities· 2025-05-01 07:25
星网锐捷(002396.SZ)2025 年一季报点评 公司 25Q1 净利润实现高增,主因去年 24Q1 净利润基数较低,且本季度子公司 锐捷网络实现 1.1 亿元归母净利润。公司当前持有锐捷网络 44.9%股份,其对公 司 Q1 归母净利润贡献较大,系因在 AI 算力需求持续驱动下,互联网数据中心 市场强势增长,面向互联网客户的数据中心交换机产品订单加速交付。公司改善 经营,在费用管控层面有所成效。公司 Q1 毛利率为 66.51%,同比提升 1.27%, 销 售 / 管 理 / 研 发 费 用 率 为 11.97%/5.99%/14.41% , 同比变动 - 3.6pct/+0.02pct/-2.45pct。 Q1 净利润同比高增,加强 ICT 基建+AI 应用布局 2025 年 05 月 01 日 ➢ 事件:2025 年 4 月 28 日,星网锐捷发布 2025 年一季报。报告期内,公司 实现营业收入 34.85 亿元,同比增长 11.02%;归母净利润 0.42 亿元,同比增长 264.63%;扣非归母净利润 0.30 亿元,同比增长 8,829.05%。 ➢ Q1 业绩同比高增,主因数据中心交换机持 ...