Winnebago Industries (WGO) Q2 2025 Earnings Call March 27, 2025 10:00 AM ET Company Participants Ray Posadas - Vice President, Investor Relations and Market IntelligenceMichael Happe - CEO, President & DirectorBryan Hughes - CFO and Senior VP of Finance, Investor Relations & Business DevelopmentTristan Thomas - Equity Research AssociateMichael Swartz - Director & Equity ResearchPatrick Buckley - Associate Conference Call Participants Joseph Altobello - MD & Senior AnalystScott Stember - Executive Director & ...

The Oncology Institute, Inc. (NASDAQ:TOI) Q4 2024 Earnings Conference Call March 25, 2025 5:00 PM ET Company Participants Mark Hueppelsheuser - General Counsel Daniel Virnich - CEO Rob Carter - CFO Conference Call Participants Yuan Zhi - B. Riley Robert LeBoyer - NOBLE Capital Markets Mark Hueppelsheuser Good afternoon, and welcome to The Oncology Institute, Inc.'s Fourth Quarter and Full Year 2024 Earnings Conference Call. Today's call is being recorded, and we have allocated one hour for prepared remarks ...

Core Insights - Stonegate Capital Partners has initiated coverage on Surf Air Mobility Inc. (NYSE: SRFM) [1] - Surf Air Mobility reported revenue of $28.0 million, adjusted EBITDA of ($6.9) million, and adjusted EPS of $1.27 for the quarter and full year [1] - The company exceeded both revenue and EBITDA guidance, driven by a 39% increase in On Demand service revenue over 4Q23 and a 28% increase for FY24 compared to FY23 [1][5] - Surf Air Mobility is transitioning from the Transformation Phase to the Optimization Phase, with expectations of improved profitability through strategic cost reductions and optimizations, particularly in the latter half of FY25 [1] Financial Performance - Revenue for the quarter and full year stood at $28.0 million [1] - Adjusted EBITDA was reported at ($6.9) million [1] - Adjusted EPS was $1.27 [1] Growth Indicators - On Demand service revenue increased by 39% compared to 4Q23 and 28% for FY24 compared to FY23 [1][5] - The company signed MOUs with seven customers to upgrade approximately 100 aircraft [5] - In 4Q24, Surf Air Mobility secured a $50.0 million term loan in addition to extending the maturity of its secured debt [5]

Arcadia Biosciences, Inc (NASDAQ:RKDA) Q4 2024 Results Conference Call March 20, 2025 4:30 PM ET Company Participants Mark Kawakami - Chief Financial Officer T.J. Schaefer - President & Chief Executive Officer Conference Call Participants Ben Klieve - Lake Street Capital Markets Operator Good afternoon, and welcome to Arcadia Biosciences Fourth Quarter and Full Year 2024 Financial Results and Business Highlights Conference Call. [Operator Instructions] Please be advised that today's conference is being reco ...

Core Viewpoint - FuboTV is positioned for potential growth, with two promising paths ahead, particularly following its deal with Disney, which could significantly enhance its market presence and financial stability [1][4]. Company Overview - FuboTV is one of only eight stocks with market caps over $1 billion that have more than doubled in value this year, driven by a deal with Disney that involves a 70% stake exchange for Hulu + Live TV [2]. - The company had 1.7 million paid subscribers at the end of 2024, with an average revenue per user of $87.90 per month, leading to $1.6 billion in revenue for the previous year, marking a 19% increase from 2023 [6]. Financial Performance - FuboTV's losses are decreasing, and it generated positive free cash flow for the first time in its latest quarter. Analysts project revenue to grow to $2.2 billion by 2027, a 35% increase from current levels [7]. - The company is expected to achieve profitability on an adjusted basis by 2026 and on a reported basis by 2027, with a compounded annual revenue growth rate of 10% to 11% [8]. Strategic Partnerships - The deal with Disney could provide FuboTV with a $220 million cash settlement from Venu Sports, which collapsed shortly after Fubo's legal intervention [3][9]. - If the Disney deal does not materialize, FuboTV would still receive a $130 million termination fee, enhancing its financial position [9]. Market Position and Growth Potential - FuboTV's current market cap is less than $1.1 billion, with an enterprise value close to $1.3 billion. The addition of potential cash settlements could significantly improve its financial standing [10]. - With Disney as a 70% stakeholder, FuboTV could leverage Disney's marketing capabilities and subscriber base, which includes 4.6 million Hulu + Live TV subscribers, potentially increasing its market cap to over $3.6 billion [11][12]. Future Outlook - The combined entity of FuboTV and Disney could become the second-largest live TV platform in the U.S., with a combined audience of 6.3 million premium accounts [13]. - While FuboTV alone may be more speculative, the partnership with Disney presents a stronger opportunity for growth, with a potential to double or even triple its market cap [14].

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 ...

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 ...

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 ...

Zumiez (ZUMZ) Q4 2025 Earnings Call March 13, 2025 10:43 PM ET Company Participants Richard Brooks - CEOChristopher Work - Chief Financial Officer Conference Call Participants Mitch Kummetz - Senior Analyst Operator Good afternoon, ladies and gentlemen, and welcome to Zumie Inc. Fourth Quarter Fiscal twenty twenty four Earnings Conference Call. At this time, all participants are in a listen only mode. We will conduct a question and answer session towards the end of this conference. Before we begin, we would ...

Xponential Fitness (XPOF) Q4 2024 Earnings Call March 13, 2025 04:30 PM ET Company Participants Avery Wannemacher - Vice PresidentMark King - CEO & DirectorJohn Meloun - Chief Financial OfficerChris O’Cull - Managing Director - Restaurants, Franchised BusinessesRandal Konik - Managing DirectorJoseph Altobello - Managing DirectorRichard Magnusen - Senior Research Associate Conference Call Participants John Heinbockel - SMD & Equity Research AnalystJonathan Komp - Senior Research AnalystOwen Rickert - Senior ...