Financial Data and Key Metrics Changes - First quarter revenue for 2025 was $224.1 million, representing growth of 0.8% or 2.6% on a currency neutral basis [4][11] - Adjusted EBITDA was $70.1 million for the quarter, down 0.1% or up 2.2% on a currency neutral basis [4][17] - Annual subscription revenue was 57.2% of total revenue in Q1, up from 54.7% in Q1 of last year [12] - Free cash flow was negative $0.3 million, down from $7.1 million in Q1 2024 [19] Business Line Data and Key Metrics Changes - Subscription revenue grew by 5.4% or 7.2% on a currency neutral basis, driven primarily by growth in premium access [12] - Paid downloads were down slightly at $93 million, while video attachment rate rose to 16.7% from 14% in the previous year [13] - Editorial revenue increased by 4% year on year to $82.6 million, while creative revenue decreased by 4.8% year on year to $132.2 million [13][14] Market Data and Key Metrics Changes - Revenue growth of 6.4% in The Americas, while EMEA was down 3% and APAC was down less than 1% [15] - The annual subscription revenue retention rate was 92.7%, up from 90% in the previous year [12] Company Strategy and Development Direction - The company is committed to investing in core assets and evolving offerings to deepen relevance for customers [10] - The annual subscription business represents more than half of total revenue, positioning the company to adapt to macroeconomic uncertainties [9] Management's Comments on Operating Environment and Future Outlook - Management noted that revenue was impacted by early FX pressures, tariff-driven uncertainty, and softness in agency and entertainment sectors [5][11] - The company expects to close the merger with Shutterstock in the second half of 2025, pending regulatory approvals [9][8] - Guidance for full year 2025 anticipates revenue of $931 million to $968 million, reflecting a decrease of 0.9% to an increase of 3.1% year over year [22] Other Important Information - The company completed refinancing of its term loan structure, extending maturity to February 2030 [20] - Total debt outstanding was $1.36 billion, with a net leverage of 4.1 times [20] Q&A Session Summary Question: Can you elaborate on the mix shift to corporate subscriptions and the demand perspective? - Management indicated a continued trend of building internal corporate marketing groups, which drives subscription growth [29] Question: Are the impacts from FX, tariff uncertainty, and LA fires resolved? - Management confirmed that while some impacts persist, they are largely baked into the guidance [32] Question: What is the expected acceleration in currency neutral guidance and data licensing revenue? - Management stated that data licensing revenue remains unchanged, with growth expected from new customers and geographic markets [42] Question: Can you provide an update on litigation regarding copyright protections against AI training? - Management explained ongoing litigation with Stability AI to clarify whether training on copyrighted material requires permission [46] Question: What is the current status of the company's Gen AI offering and client adoption? - Management reported consistent but slow adoption of Gen AI offerings, with revenue still in the single-digit millions [55]

CyberArk Software Ltd. (CYBR) is likely to beat expectations when it reports first-quarter 2025 results on May 13, after market close.The company forecasts first-quarter non-GAAP earnings per share in the range of 74-81 cents. The consensus mark is pegged at 79 cents per share, implying a year-over-year decline of 5.3%.CyberArk’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 82.8%. (Find the latest earnings estimates and surprises on Zacks ...

Peloton Interactive reported strong results Thursday (May 8) for the third quarter, surpassing guidance on key metrics and showcasing progress on profitability. The company also raised its full-year fiscal 2025 guidance across several key financial measures.CEO Peter Stern highlighted achieving key metrics, improving member outcomes, expanding market reach, and enhancing efficiency during the company’s earnings call on Thursday.Personalized Plans, introduced in January, have been started by nearly 500,000 m ...

Core Insights - Arlo Technologies has achieved significant growth, surpassing 5 million paid subscribers for its AI-powered subscription service, positioning itself as a leader in the global SaaS market [1][2] - The company has experienced over ten-fold growth in paid subscribers over the last five years, generating more than $275 million in Annual Recurring Revenue (ARR) [2][3] - Arlo's customer retention is exceptional, with an average customer lifespan exceeding 7 years and a monthly churn rate that is among the best in the consumer subscription sector [2][3] Company Performance - Arlo's subscription service metrics are described as world-class, showcasing the company's operational excellence and innovative approach [3] - The Arlo SaaS platform, built over a decade, features Arlo Intelligence, a sophisticated AI engine that enhances user experience by providing advanced security features [3][5] - The platform processes various events to deliver specific alerts and system triggers, improving response times to emergencies while minimizing irrelevant notifications [3] Product and Service Offerings - Arlo offers a range of smart home security products, including wire-free cameras, video doorbells, and security systems, all integrated with its subscription service, Arlo Secure [5] - The company emphasizes user privacy and data protection, implementing industry standards to safeguard personal information [6]

Q2 (QTWO) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Josh Yankovich - Senior Director, Investor Relations & Corporate FP&AMatt Flake - CEO & Chairman of The BoardJonathan Price - CFOParker Lane - Managing Director - Equity ResearchTerry Tillman - Managing DirectorKirk Coleman - PresidentAdam Hotchkiss - VP - Emerging Software Equity ResearchDan Perlin - Managing DirectorMichael Infante - Vice President - Equity Research Conference Call Participants Alex Sklar - AnalystJoe Vruwink - ...

LegalZoom.com (LZ) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Company Participants Madeleine Crane - Head of Investor RelationJeff Stibel - CEO & DirectorNoel Watson - CFO & COOPatrick Mcilwee - Senior Equity Research AssociateJohn Byun - Senior VPAndrew Boone - Managing DirectorElizabeth Porter - Executive Director Conference Call Participants Ella Smith - AnalystNone - AnalystStephen Ju - Analyst Operator Good day, and thank you for standing by. Welcome to the LegalZoom first quarter two thousand twen ...

LegalZoom.com (LZ) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Speaker0 Good day, and thank you for standing by. Welcome to the LegalZoom first quarter two thousand twenty five earnings conference call. At this time, all participants are in list listen only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during this session, you would need to press 11 on your telephone. You would then hear an automated message advising your hand is raised. To withdra ...

Flex is a smarter way to design solar energy for homes with protection against increased energy use from life events, such as growing a family or purchasing an electric vehicle. Customers enjoy a predictable monthly minimum payment, while only paying for extra energy above their pre-solar consumption baseline when they use it at a low, locked-in Flex Rate. Key benefits with Sunrun Flex include: "We know households that go solar increase their energy consumption by about 15% within the first year. It's also ...

New York Times (NYT) Q1 2025 Earnings Call May 07, 2025 08:00 AM ET Company Participants Anthony DiClemente - SVP - Investor RelationsMeredith Kopit Levien - President & CEOWilliam Bardeen - Executive VP & Chief Financial OfficerJason Bazinet - DirectorDouglas Arthur - Managing Director Conference Call Participants Benjamin Soff - AnalystThomas Yeh - AnalystDavid Karnovsky - Senior Research Analyst Operator Good morning, everyone, and welcome to the After today's presentation, there will be an opportunity t ...

New York Times (NYT) Q1 2025 Earnings Call May 07, 2025 08:00 AM ET Company Participants Anthony DiClemente - SVP - Investor RelationsMeredith Kopit Levien - President & CEOWilliam Bardeen - Executive VP & Chief Financial OfficerJason Bazinet - DirectorDouglas Arthur - Managing Director Conference Call Participants Benjamin Soff - AnalystThomas Yeh - AnalystDavid Karnovsky - Senior Research Analyst Operator Good morning, everyone, and welcome to the After today's presentation, there will be an opportunity t ...