Owens Corning (OC) 2025 Investor Day May 14, 2025 09:00 AM ET Speaker0 Hello everyone. Welcome to the twenty twenty five Owens Corning Investor Day. I'm Amber Wolfarth, Vice President of Corporate Affairs and Investor Relations here at Owens Corning. And on behalf of our entire company, we want to thank you for taking the time to join us today. For those of you joining us virtually, thank you for tuning in and we're so glad you're here. For those of you here in the room in Toledo, welcome to our headquarter ...

Core Insights - Brera Holdings PLC has signed a letter of intent to launch the PLAY LEAP digital fan engagement platform in partnership with Leap Sport Digital Ltd., starting with its Italian Serie B club, S.S. Juve Stabia [2][3] - The initiative aims to modernize the fan experience by allowing fans to engage through daily challenges, video uploads, and voting on content, creating a gamified digital ecosystem [3][4] - The PLAY LEAP platform is designed as a Software-as-a-Service (SaaS) solution, focusing on monetization through usage, brand activations, and fan insights [4][6] Company Strategy - The integration of PLAY LEAP is part of Brera Holdings' strategy to enhance fan engagement and create scalable, recurring digital revenue [4][5] - The platform targets Gen Z and Alpha fans, emphasizing interactivity and creativity in sports experiences [5] - Brera Holdings plans to expand the platform across multiple clubs in its international portfolio following the initial launch with Juve Stabia [5] Revenue Model - The revenue model includes active user tiers where clubs pay only for engaged fans, ensuring alignment of ROI with community growth [6] - In-app sponsorships will provide custom-branded challenges and premium inventory for sponsors [6] - Real-time analytics will enable clubs to optimize fan marketing and unlock new partner value [6] Company Background - Brera Holdings is focused on expanding its portfolio of emerging football and sports clubs, building on the legacy of Brera FC [7] - The company has made strategic acquisitions and investments, including a 90% stake in Fudbalski Klub Akademija Pandev and a majority stake in UYBA Volley [8] - As of February 12, 2025, Brera holds a 38.46% equity interest in Juve Stabia, marking a significant expansion of its business model [9]

Investor Presentation May 2025 © 2025 ON24, Inc. | Confidential Legal Disclaimer This presentation contains "forward-looking statements" under applicable securities laws. Such statements can be identified by words such as: "outlook," "expect," "convert," "believe," "plan," "future," "may," "should," "will," and similar references to future periods. Forward-looking statements include express or implied statements regarding our expected financial and operating results, the execution of our capital return prog ...

Core Insights - Bandwidth Inc. reported strong first-quarter 2025 results, with adjusted earnings and revenues exceeding Zacks Consensus Estimates [1][4] - The company's growth is driven by increasing reliance on its cloud-based communications platform by enterprises, with a strategic focus on large enterprises and becoming a leading global CPaaS provider [2] Financial Performance - On a GAAP basis, Bandwidth's net loss for the quarter was $3.74 million, or a loss of 13 cents per share, an improvement from a net loss of $9.2 million, or 35 cents per share, in the prior-year quarter [3] - Non-GAAP net income was $11.4 million, or 36 cents per share, compared to $8.1 million, or 27 cents per share, in the prior-year quarter, beating the Zacks Consensus Estimate of 29 cents [4] - Quarterly revenues increased to $174 million from $171 million in the prior-year quarter, surpassing the consensus estimate of $169 million, driven by high demand for digital engagement and messaging services [4] Operating Metrics - Non-GAAP gross margin improved to 59%, up from 57% a year ago, due to a favorable product mix and operational efficiency [5] - Adjusted EBITDA was $22.2 million, significantly above guidance and up from $15.9 million in the prior-year period [5] Cash Flow and Liquidity - In the March quarter, net cash used in operating activities was $3.1 million, compared to cash generation of $2.5 million in the prior year [6] - As of March 31, 2025, cash and cash equivalents were $35.9 million, with convertible senior notes totaling $246.8 million [6] Future Guidance - Bandwidth anticipates continued growth, projecting revenues for 2025 to be between $745 million and $760 million, reflecting a year-over-year growth of 9-11% [7] - Adjusted EBITDA is forecasted to be in the range of $84 million to $91 million, an increase from the previous estimate of $82 million to $90 million [7] - For the second quarter, revenues are expected to be between $178 million and $180 million, with adjusted EBITDA anticipated in the range of $18 million to $20 million [8]

Cricut (CRCT) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Jim Suva - Senior Vice President of Finance, Treasurer & Investor RelationsAshish Arora - President and CEOKimball Shill - CFOMichael Cadiz - Assistant Vice President, Equity researchAngus Kelleher-Ferguson - Equity Research Associate Conference Call Participants Maya Neuman - Analyst Operator Good day, and thank you for standing by. Welcome to Cricket's first quarter twenty twenty five earnings call. At this time, all partici ...

Cricut (CRCT) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Speaker0 Good day, and thank you for standing by. Welcome to Cricket's first quarter twenty twenty five earnings call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you'll need to press 11 on your telephone. You'll then hear an automated message advising your hand is raised. To withdraw your question, please press 11 aga ...

Group 1: Event Overview - Veeva Systems announced the 2025 Veeva Commercial Summit scheduled for May 13-14 in Boston, featuring keynote speakers from leading biopharma companies [1][2] - The summit will focus on innovations and strategies for coordinated customer engagement through AI and data alignment [1][3] Group 2: Keynote Highlights - Veeva CEO Peter Gassner will present on the integration of AI into the Vault Platform and Veeva applications, highlighting ongoing innovations in Veeva Commercial Cloud and Veeva Data Cloud [2] - Other presenters include representatives from ANI Pharmaceuticals, Gamida Cell, NewAmsterdam Pharma, Orchard Therapeutics, and Sobi, sharing best practices for emerging biotechs [2] Group 3: Industry Impact - The summit aims to enhance collaboration among sales, marketing, and medical teams to create more effective customer-centric experiences [3] - Veeva Commercial Summit is recognized as one of the largest industry events in North America for commercial and medical affairs leaders [3] Group 4: Company Background - Veeva Systems is a global leader in cloud software for the life sciences industry, serving over 1,000 customers, including major biopharmaceutical companies and emerging biotechs [4] - The company is committed to balancing the interests of all stakeholders, including customers, employees, and shareholders [4] Group 5: Company Strategies - AstraZeneca is standardizing analytics across its brands to enhance marketing reach and performance [6] - Bayer is focusing on customer-centric engagement through Vault CRM [6] - Boehringer Ingelheim is connecting scientific insights to drive personalized conversations with key opinion leaders [6] - Eli Lilly is streamlining workflows and aligning global teams to deliver impactful experiences at scale [6] - Johnson & Johnson and Madrigal are building modern data foundations for greater efficiency and field impact [6]

Playstudios (MYPS) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Company Participants Jason Hahn - Chief Strategy OfficerAndrew Pascal - Co-Founder, Chairman and CEOScott Peterson - VP and CFO Conference Call Participants Mike Hickey - Equity Research AnalystNone - AnalystAaron Lee - Senior Research AnalystMartin Yang - Senior Analyst Operator and welcome to PlayStudio's First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question and answer session w ...

Perdoceo Education (PRDO) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Todd Nelson - President & CEOAshish Ghia - Senior VP & CFO Conference Call Participants Nick Nelson - Senior Analyst Operator Hello, and welcome to the Perdocayo Education Corporation First Quarter twenty twenty five Earnings Conference Call. Now I would like to hand the call over to Nick Nelson from Alpha IR. Nick, you may begin. Nick Nelson Thank you, operator. Good afternoon, everyone, and thank you for joining ...

Financial Data and Key Metrics Changes - Total revenue for the first quarter was $147.7 million, up from $133.4 million in the prior year, reflecting a year-over-year increase of 10.1% [16] - Organic revenue increased by 5.6% year-over-year to $139.2 million, driven by strong growth in the connections business, which improved by 6.6% [16] - Adjusted EBITDA for the first quarter was $53.6 million, compared to $39.8 million in the prior year, marking an increase of 34.7% [16][17] - Adjusted EBITDA margin for the quarter was approximately 36.3% [17] - Free cash flow generated was $10.8 million, up from $3.8 million in the prior year [17] Business Line Data and Key Metrics Changes - The connections business showed strong organic revenue growth, contributing to the overall increase in total revenue [16] - The acquisition of InsurTech Insights positively impacted adjusted EBITDA and revenue recognition for the quarter [16][42] Market Data and Key Metrics Changes - The company has sold over 90% of its full-year revenue target from international exhibitors, with notable strength from Turkey, Brazil, and the UAE, despite pressures from China and Canada [9][10] - Approximately 10% of total revenue is generated from international exhibitors, with China and Canada each contributing about 2% [10] Company Strategy and Development Direction - The company is focused on portfolio optimization, reducing reliance on slower growth verticals, and enhancing resilience across market cycles [6][12] - A strategic focus on face-to-face engagement aligns with ongoing portfolio optimization efforts, positioning the company for stable performance across cycles [12] - The company received regulatory approval for the acquisition of This Is Beyond, which is expected to complement its portfolio and align with consumer trends [12][13] - The M&A strategy is centered on expanding into high-growth sectors while diversifying the portfolio to drive long-term shareholder value [14] Management Comments on Operating Environment and Future Outlook - Management remains confident in achieving full-year 2025 guidance of $450 million to $460 million in revenue and $120 million to $125 million in adjusted EBITDA [24] - The company is proactively monitoring external factors, including trade tensions and consumer sentiment, to adapt to market dynamics [8][24] - Management emphasized the importance of face-to-face events in the current economic environment, highlighting their role in decision-making and commerce [11] Other Important Information - The company has a strong balance sheet with $276.8 million in cash as of March 31, 2025, and total liquidity of $386.8 million [19][20] - The Board approved a quarterly dividend of $0.15 per share and reauthorized a share buyback program with an additional $25 million allocated [21][20] Q&A Session Summary Question: Update on international attendance and guidance - Management reiterated guidance based on current observations, noting declines in international attendance from China and Canada, but increased sales from other countries [27][32] Question: Impact of InsurTech on EBITDA and future events - InsurTech contributed to EBITDA in the first quarter, with two more events scheduled for June and the fourth quarter [41][43] Question: Seasonal differences in revenue across quarters - The first quarter is expected to contribute about one-third of the annual revenue, with Q2 and Q3 being smaller quarters [49] Question: Expense discipline and efficiency improvements - The company is focusing on consolidating operations onto a single platform and utilizing AI to enhance efficiency [54][56]