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Marchex(MCHX) - 2025 Q1 - Earnings Call Transcript
2025-05-13 22:02
Marchex (MCHX) Q1 2025 Earnings Call May 13, 2025 05:00 PM ET Company Participants Trevor Caldwell - Senior Vice President, Strategic Initiatives and Investor RelationsEdwin Miller - Chief Executive OfficerBrian Nagle - SVP - Corporate Controller Operator I'll now hand the call over to Trevor Caldwell, Senior Vice President of Investment Relations and Strategic Initiatives. You may proceed. Trevor Caldwell Thank you, Joel. Good afternoon, everyone, and welcome to Marchex's business update and first quarter ...
Marchex(MCHX) - 2025 Q1 - Earnings Call Transcript
2025-05-13 22:02
Marchex (MCHX) Q1 2025 Earnings Call May 13, 2025 05:00 PM ET Company Participants Trevor Caldwell - Senior Vice President, Strategic Initiatives and Investor RelationsEdwin Miller - Chief Executive OfficerBrian Nagle - SVP - Corporate Controller Operator I'll now hand the call over to Trevor Caldwell, Senior Vice President of Investment Relations and Strategic Initiatives. You may proceed. Trevor Caldwell Thank you, Joel. Good afternoon, everyone, and welcome to Marchex's business update and first quarter ...
Marchex(MCHX) - 2025 Q1 - Earnings Call Transcript
2025-05-13 22:00
Marchex (MCHX) Q1 2025 Earnings Call May 13, 2025 05:00 PM ET Speaker0 I'll now hand the call over to Trevor Caldwell, Senior Vice President of Investment Relations and Strategic Initiatives. You may proceed. Speaker1 Thank you, Joel. Good afternoon, everyone, and welcome to Marchex's business update and first quarter twenty twenty five conference call. Joining us today are Edgar Miller, our CEO Russ Horowitz, our Chairman of the Board and Brian Nagel, our SVP, Corporate Controller. Before we get started, I ...
Nvni (NVNI) - 2024 Q4 - Earnings Call Transcript
2025-05-09 16:02
Nvni Group Limited (NVNI) Q4 2024 Earnings Call May 09, 2025 11:00 AM ET Company Participants Pierre Schurmann - CEO, Chairman & Founder Operator Good morning, ladies and gentlemen, and welcome to the NuVini Group Limited Investor Webinar. A slide presentation is accompanying today's webcast, and there will be an opportunity for you to ask questions at the end of today's presentation. Please note that today's webinar is being recorded. As a reminder, all participants will be in a listen only mode. I would n ...
营收超预期、大单不断 Cloudflare(NET.US)Q1强劲业绩获华尔街集体唱多
Zhi Tong Cai Jing· 2025-05-09 12:47
周五美股盘前交易中,Cloudflare(NET.US)股价一度大涨约11%,该公司亮眼的一季报业绩及前瞻指引 获得分析师普遍看好。 分析师补充道,尽管估值高于高增长SaaS企业,但Cloudflare是少数能实现增速回升且基本面持续改善 的公司。 Jefferies维持Cloudflare"持有"评级,但将该股的目标价从170美元下调至150美元。 美国银行证券维持"买入"评级,目标价为160美元。 以Brent Thill为首的分析师表示,Cloudflare营收超预期幅度达2.3%(创五个季度新高),同时维持2025年 营收指引。尽管尚未出现宏观逆风,但该公司对营收指引保持审慎。 以Madeline Brooks为首的分析师表示,Cloudflare一季度营收达4.79亿美元,较指引高出1000万美元,超 出市场预期300个基点,表现强劲。 该行分析师补充道,一份为期五年、价值1.3亿美元的合约印证了其在AI时代的基础架构价值和战略地 位。一季度运营利润率仅符合预期,在营收超预期背景下略显遗憾,但大额订单印证了市场潜力。 该行分析师补充道,安全访问服务边缘(SASE)和Workers产品的大额订单成为主 ...
支付龙头“一进一退”拉卡拉退股金融押注餐饮
Core Viewpoint - Lakala, a leading third-party payment company, is making significant strategic moves by investing in Tian Cai Shang Long while divesting from Baotou Rural Commercial Bank, indicating a shift back to its core payment business [3][5][6]. Investment Actions - Lakala announced a strategic investment of 250 million yuan in Tian Cai Shang Long, becoming its largest institutional shareholder with over 35% ownership [3][6]. - The company exited its investment in Baotou Rural Commercial Bank by divesting its shares at zero cost, resulting in a fair value change of approximately -135 million yuan [3][5][7]. Financial Performance - For the year 2024, Lakala reported a revenue of 5.759 billion yuan, a decrease of 2.96% year-on-year, and a net profit of 351 million yuan, down 23.26% [5][6]. - The decline in revenue was attributed to reduced hardware sales and technology service income [6][12]. Strategic Focus - The shift from financial investments to the restaurant sector is seen as a crucial step for Lakala to refocus on its payment services [5][6]. - The collaboration with Tian Cai Shang Long aims to leverage technology to reduce operational costs for merchants, enhancing their focus on product innovation and service upgrades [11][13]. Market Outlook - The restaurant industry is experiencing growth, with Tian Cai Shang Long reporting a 23.86% increase in sales during the May Day holiday compared to 2024 [10]. - Lakala plans to deepen its "payment + SaaS" strategy in the restaurant sector, having added over 10,000 SaaS service stores with a transaction amount growth of 65% [13]. Future Plans - Both companies are exploring overseas expansion, targeting regions such as Hong Kong, Macau, Japan, and Southeast Asia [14]. - They are set to launch a new lightweight restaurant software product named "Qing Cheng Restaurant Cloud" [14].
EverCommerce(EVCM) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:02
EverCommerce (EVCM) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Bradley Korch - Senior VP & Head of Investor RelationsEric Remer - Founder, Chairman & CEORyan Siurek - Chief Financial OfficerWilliam McNamara - Equity Research Senior AssociateMatt Feierstein - PresidentEvan Berlin - CEO of EverhealthJosh McCarter - CEO of EverProAaron Kimson - Vice President Conference Call Participants None - Analyst Operator Thank you for standing by and welcome to EverCommerce's First Quarter twent ...
EverCommerce(EVCM) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:00
EverCommerce (EVCM) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Thank you for standing by and welcome to EverCommerce's First Quarter twenty twenty five Earnings Call. My name is Corey. I'll be your operator today. 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 questions during the session, you will need to press 11 on your telephone, and you will hear an automated message advising your hand is raise ...
WM Technology(MAPS) - 2025 Q1 - Earnings Call Presentation
2025-05-08 21:19
WM Technology, Inc. Q1 2025 Results Disclaimer This presentation is provided for informational purposes only and has been prepared to assist interested parties in making their own evaluation with respect to WM Technology, Inc. ("WM", the "Company", "we", "us", "our") and for no other purpose. References in this presentation to the "10- Q" refer to the Quarterly Report on Form 10-Q for the period ended March 31, 2025 to be filed with the Securities and Exchange Commission (the "SEC"). No representations or w ...
Sprout Social(SPT) - 2025 Q1 - Earnings Call Presentation
2025-05-08 20:25
Investor Presentation 1Q FY25 Disclaimers We have provided in this presentation certain financial information that has not been prepared in accordance with generally accepted accounting principles in the United States ("GAAP"). Our management uses these non-GAAP financial measures internally in analyzing our financial results and believes that use of these non-GAAP financial measures is useful to investors as an additional tool to evaluate ongoing operating results and trends and in comparing our financial ...