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Peloton(PTON) - 2025 Q3 - Earnings Call Transcript
2025-05-08 13:30
Peloton (PTON) Q3 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 Thank you for standing by. My name is Celine, and I will be your conference operator today. At this time, I would like to welcome everyone to Peloton's Interactive Third Quarter Fiscal Year twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speaker remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star follo ...
DENTSPLY SIRONA(XRAY) - 2025 Q1 - Earnings Call Transcript
2025-05-08 13:30
DENTSPLY SIRONA (XRAY) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 Please be advised that today's conference is being recorded. I would now like to hand the call over to Andrea Daley, Vice President of Investor Relations. Please go ahead. Speaker1 Thank you, operator, and good morning, everyone. Welcome to the Dentsply Thirona first quarter twenty twenty five earnings call. Joining me for today's call is Simon Campion, Chief Executive Officer and Rich Rosenzweig, Executive Vice President, Corpor ...
Cerence(CRNC) - 2025 Q2 - Earnings Call Transcript
2025-05-07 22:02
Cerence (CRNC) Q2 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Kate Hickman - VP - Corporate Communications & Investor RelationsBrian Krzanich - President & CEOTony Rodriquez - EVP & CFONick Doyle - Vice President Conference Call Participants Daniel Hibshman - Research AnalystMark Delaney - AnalystItay Michaeli - Equity Analyst Kate Hickman Hello, everyone, and welcome to Cerence's second quarter twenty twenty five conference call. I'm Kate Hickman, VP of corporate communications and inv ...
Direct Digital Holdings(DRCT) - 2025 Q1 - Earnings Call Transcript
2025-05-06 21:00
Direct Digital Holdings (DRCT) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Speaker0 Thank you for standing by. My name is Tina, and I will be your conference operator today. At this time, I would like to welcome everyone to the Direct Digital Holdings First Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. I would now like Speaker1 to turn the call over to Speak ...
VTEX(VTEX) - 2025 Q1 - Earnings Call Transcript
2025-05-06 20:30
VTEX (VTEX) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Speaker0 Hello, everyone, and welcome to Vitek's earnings conference call for the first quarter of twenty twenty five. I'm Giulio Vater Fernandez, VP of Investor Relations. Joining me today are Gerardo Tova Junior, our Co Founder and Co CEO and Ricardo Camata Sodre, our Chief Financial Officer. Also joining us for the Q and A session are Mariano Javier de Haria, Co Founder and Co CEO and Andres Polidoro, Chief Strategy Officer. Before we begin, plea ...
KAiA (UK)利用GenAI进行互联洞察(英)2025
凯度· 2025-05-06 02:20
Leveraging GenAI for Connected Insights © Kantar 2025 TURN DATA INTO DECISIONS: How AI assistants are democratising marketing intelligence and transforming analysis time from days to seconds Marketing teams worldwide face a paradox: they collect more data than ever before yet struggle to extract meaningful insights quickly enough to act on them. This disconnect between data abundance and insight scarcity costs businesses opportunities daily. What if everyone in your organisation could access the exact insig ...
Vontier(VNT) - 2025 Q1 - Earnings Call Transcript
2025-05-01 12:30
Vontier (VNT) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Speaker0 Good morning, ladies and gentlemen, and welcome to the Volunteer First Quarter twenty twenty five Earnings Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on Thursday, 05/01/2025, and a replay will be made available shortly after. I would now like to turn the conference over to Ryan Edelman, Vonture's Vice President of Investor Re ...
Aptiv(APTV) - 2025 Q1 - Earnings Call Transcript
2025-05-01 12:00
Aptiv (APTV) Q1 2025 Earnings Call May 01, 2025 08:00 AM ET Speaker0 Day, and welcome to the Aptiv Q1 twenty twenty five Earnings Call. Today's conference is being recorded. At this time, I would like to turn the conference over to Betsy Frank, Vice President, Investor Relations. Please go ahead. Speaker1 Thank you, Jess. Good morning, and thank you for joining Aptiv's first quarter twenty twenty five earnings conference call. The press release and related tables, along with the slide presentation, can be f ...
Aptiv(APTV) - 2025 Q1 - Earnings Call Transcript
2025-05-01 12:00
Financial Data and Key Metrics Changes - Revenue totaled $4.8 billion, down 1% year-over-year due to lower vehicle production in North America and Europe and negative customer mix [5][21] - Operating income reached a record $572 million, an increase of over 5%, reflecting strong operating execution and ongoing cost reduction initiatives [5][21] - Earnings per share hit a record $1.69, a 46% increase from the prior year, driven by higher operating income and share repurchases [5][23] - Operating cash flow totaled $273 million, positioning the company to accelerate its deleveraging plan [5][31] Business Line Data and Key Metrics Changes - Advanced Safety and User Experience (ASUX) segment revenues were flat, with Active Safety revenues increasing by 9% and User Experience down 14% due to the roll-off of legacy programs [25][13] - Engineered Components Group (ECG) revenues increased by 1%, driven by 24% growth in China, offsetting declines in North America and Europe [26][16] - Electrical Distribution Systems (EDS) revenues declined by 3%, primarily due to lower light vehicle production, but bookings included over $1 billion in new business awards [27][18] Market Data and Key Metrics Changes - In North America, revenues were down 2%, while in Europe, revenues decreased by 4% year-over-year [24] - In China, revenues grew by 2% year-over-year, driven by growth with local OEMs, despite significant production volume declines with a specific EV customer [24][26] Company Strategy and Development Direction - The company is focused on the transition to electrified, software-defined, and connected solutions, positioning itself to enable this transition across multiple end markets [7][35] - The separation of the EDS business is on track, expected to create two independent public companies with unique product portfolios and financial profiles [35][19] - The company is proactively adapting its business to evolving trade policies and customer needs, leveraging a localized supply chain and flexible cost structure [10][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth drivers of the business, despite current uncertainties due to rapid changes in global trade policies [8][9] - The company is closely monitoring demand changes and plans to update its full-year outlook when visibility improves [8][9] - Management highlighted strong cash flow generation and a robust balance sheet, providing flexibility to execute strategic initiatives [31][32] Other Important Information - The company completed a $3 billion accelerated share repurchase program, reducing its share count by 18% [6] - Bookings for the first quarter were nearly $5 billion, with strong traction in China and across various segments [11][12] Q&A Session Summary Question: Outlook and Tariff Impact - Management confirmed that the second quarter guidance is based on current visibility, with a focus on vehicle production schedules and customer pricing strategies [37][41] Question: High-Value Production Relocation - Management indicated that high-value production could potentially move back to the U.S., but this does not include the wire harness business [42][44] Question: Advanced Content Bidding Launches - Management noted that activity levels remain robust, although customer award timelines have been extended due to macro uncertainties [48][49] Question: EDS Spin and Macro Uncertainty - Management affirmed that the plan to separate EDS remains unchanged, focusing on growth and cost minimization [50][51] Question: Volume Decline and Guidance - Management clarified that the guidance reflects a volume question for the second half of the year, with no direct tariff impact expected [54][60] Question: China Market Performance - Management acknowledged strong growth in China, despite being impacted by a significant global EV manufacturer [62][63] Question: Tariff Commentary - Management confirmed that 99% of goods imported are USMCA compliant, implying minimal tariff costs [78][79]
Booking Holdings(BKNG) - 2025 Q1 - Earnings Call Transcript
2025-04-29 20:30
Booking Holdings (BKNG) Q1 2025 Earnings Call April 29, 2025 04:30 PM ET Company Participants Glenn Fogel - CEO, President & DirectorEwout Steenbergen - Executive VP & CFOMark Mahaney - Senior Managing DirectorBrian Nowak - Managing Director Kevin Kopelman - Managing Director - Equity Research Conference Call Participants Douglas Anmuth - Managing Director & Internet AnalystEric Sheridan - AnalystLee Horowitz - AnalystKen Gawrelski - Analyst Operator Welcome to Booking Holdings First Quarter twenty twenty f ...