MDU Resources Group (MDU) Q1 2025 Earnings Call May 08, 2025 02:00 PM ET Speaker0 my name is Inna, and I will be your conference facilitator. At this time, I would like to welcome everyone to the MDU Resources Group twenty twenty five First Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer period. The webcast can be accessed at ww.mdu.com under the Investors heading. Select Events and Presentations a ...

Royal Gold (RGLD) Q1 2025 Earnings Call May 08, 2025 12:00 PM ET Company Participants Alistair Baker - Senior Vice President of Investor Relations and Business DevelopmentWilliam Heissenbuttel - President, CEO & DirectorMartin Raffield - Senior Vice President of OperationsPaul Libner - Senior VP & CFOCosmos Chiu - Executive Director & Institutional Equity Research - Precious MetalsDan Breeze - SVP - Corporate Development, RGLD Gold AG Conference Call Participants Tanya Jakusconek - AnalystDerick Ma - Equity ...

Limbach (LMB) FY Conference May 08, 2025 12:00 PM ET Speaker0 Great. Thank you, everybody. Mike McCann, President and CEO of Limbach Holdings. Joining me on this call today will be Jamie Brooks, EVP and CFO. She'll be available for Q and A. So look forward to getting into the discussion today, a little bit about Limbach Holdings. We reported at the end of the day, Monday, and we'll be talking about our growth strategy and market opportunity. So the first thing, a lot of times we are classified as E and C co ...

Gold Royalty (GROY) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants David Garofalo - CEO, President, Chairman & DirectorAndrew Gubbels - CFOJackie Przybylowski - Vice President - Capital MarketsPeter Behncke - Director of Corporate Development & Investor Relations Conference Call Participants Heiko Ihle - MD & Mining Analyst Operator Welcome to the Gold Royalty Corp. First Quarter twenty twenty five Results Conference Call. All participants will be in listen only mode. After today's pres ...

Company Overview - Nine's Q1 2025 IR Presentation highlights a diversified service line with Completion Tools accounting for 24%, Cementing for 36%, Coiled Tubing and Wireline each contributing 20% to revenue[8] - The company's financials show revenue of $554 million in 2023 and $602 million in 2024, with Q1 2025 revenue reaching $150 million[10,73] - Adjusted EBITDA was $53 million in 2023, $66 million in 2024, and $17 million in Q1 2025[10,73] Strategy and Technology - Nine focuses on an asset-light business model, reducing capital expenditure needs by approximately 60%, from an average of ~$53 million between 2017-2019 to ~$21 million between 2021-2024[13,20] - The company emphasizes technology-based services, with approximately 60% of its business driven by completion tools and cementing[11] - Nine's US Wireline & Completion Tools market share of stage completions ranged from 14% to 21% between 2018 and 2024[23] - The company's US Cementing Market Share has fluctuated between 14% and 19% from 2018 to YE 2024[25] Financial Highlights and Capitalization - Q1 2025 revenue increased by approximately 6% quarter-over-quarter, and Adjusted EBITDA increased by approximately 17% quarter-over-quarter[71] - As of March 31, 2025, Nine had $173 million in cash, $47 million outstanding on its ABL Credit Facility, and $300 million in 2028 Senior Secured Notes, resulting in net debt of $3297 million[75] - A new revolving credit facility with White Oak Commercial Finance provides ~$219 million of incremental covenant-compliant availability and extends the maturity to November 2027, assuming senior secured notes outstanding[77]

Planet Fitness (PLNT) Q1 2025 Earnings Call May 08, 2025 08:00 AM ET Company Participants Stacey Caravella - VP, IRColleen Keating - CEOJay Stasz - CFOSimeon Siegel - Managing DirectorMax Rakhlenko - Managing DirectorRahul Krotthapalli - Vice President - Equity ResearchMartin Mitela - Senior Equity Research AssociateJohn-Paul Wollam - Equity Research AssociateRandal Konik - Managing Director Conference Call Participants Sharon Zackfia - Partner & Head of Consumer Equity Research & Analyst - Restaurants, Lif ...

Financial Performance - Playtika Holding Corp. reported revenue of $706.0 million for Q1 2025, representing an increase of 8.6% sequentially and 8.4% year over year [9][21] - Direct-to-Consumer (DTC) revenue reached $179.2 million, with a sequential increase of 2.6% and a year-over-year increase of 4.5% [9] - GAAP net income was $30.6 million, a decrease of 42.3% year over year, while adjusted net income was $36.2 million, reflecting a sequential increase of 34.1% but a year-over-year decrease of 39.6% [9][34] - Adjusted EBITDA for the quarter was $167.3 million, down 9.0% sequentially and 9.9% year over year [9][34] Operational Highlights - The average daily paying users (DPUs) increased to 390,000, marking a 15.0% sequential growth and 26.2% year-over-year growth [10] - Bingo Blitz, the company's largest title, generated revenue of $162.4 million, up 2.1% sequentially and 3.1% year over year [10] - Slotomania revenue decreased to $111.8 million, down 5.5% sequentially and 17.4% year over year [10] Capital Structure and Outlook - The company reaffirmed its revenue guidance for 2025, projecting between $2.80 billion and $2.85 billion, and adjusted EBITDA between $715 million and $740 million [6] - Playtika's Board of Directors declared a cash dividend of $0.10 per share, payable on July 7, 2025 [5] - The company entered into an agreement to extend the maturity of its revolving credit facility to September 2027, reducing the principal amount from $600 million to $550 million [7]

Carvana (CVNA) Q1 2025 Earnings Call May 07, 2025 05:30 PM ET Speaker0 afternoon, ladies and gentlemen, and thank you for joining us on Carvana's first quarter twenty twenty five earnings conference call. Please note that this call will be simultaneously webcast on the Investor Relations section of the company's corporate website at investors.carvana.com. The first quarter shareholder letter is also posted on the IR website. Additionally, we posted a set of supplemental financial tables for Q1, which can be ...

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 ...