IQVIA Holdings Inc. (IQV) will release its first-quarter 2025 results on May 6, before market open.IQV has a decent earnings surprise history, having surpassed the Zacks Consensus Estimate in the trailing four quarters, the average surprise being 1.7%.IQVIA Holdings Inc. Price, Consensus and EPS Surprise IQVIA’s Q1 ExpectationsThe Zacks Consensus Estimate for revenues is pegged at $3.8 billion, increasing marginally on a year-over-year basis.Research and Development Solutions (R&DS) revenues are expected to ...

Ventas (VTR) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Bill Grant - Investor RelationsDebra Cafaro - Chairman & CEOJustin Hutchens - Executive Vice President, Senior Housing and CIORobert Probst - Executive VP & CFOJames Kammert - Managing DirectorMichael Carroll - Managing Director & Head of US Real Estate ResearchVikram Malhotra - Managing DirectorJeffrey Spector - Managing DirectorRichard Anderson - Managing Director - Equity ResearchOmotayo Okusanya - Managing DirectorJuan Sana ...

Revenue, Adjusted EBITDA2 and EPS above top end of guidanceAll-time record annualized recurring revenue4, up 30% YoYCompany reaffirms full year 2025 guidance WILMINGTON, Del., May 01, 2025 (GLOBE NEWSWIRE) -- InterDigital, Inc. (Nasdaq: IDCC), a mobile, video, and AI technology research and development company, today announced results for the quarter ended March 31, 2025. "In the first quarter, we licensed vivo Mobile, a major smartphone vendor, to drive revenue above the top end of our guidance and increas ...

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $2 billion, representing a year-on-year decrease of 4.3% or 3.2% on a constant currency basis [22] - Adjusted gross margin for the quarter was 28.2%, down from 29.9% in Q1 2024 [22] - Adjusted EBITDA was $390.7 million, or 19.5% of revenue, compared to $444 million or 21.2% in the same period last year [23] - Adjusted net income for the quarter was $258.3 million, a margin of 12.9%, equating to adjusted earnings per share of $3.19, down 8.1% year-over-year [24] - U.S. GAAP net income was $154.2 million, or $1.90 per diluted share, a decrease of 15.6% from the prior year [25] - Cash from operating activities was $268.2 million, with free cash flow of $239.3 million [26] Business Line Data and Key Metrics Changes - In biotech, there was a significant increase in overall opportunities, but this was offset by an increase in canceled RFPs [11] - In large pharma, RFP opportunities were muted, but the success rate remained high, indicating strong partnership positioning [12] - Book-to-bill ratio decreased to 1.01x due to elevated cancellations [12] Market Data and Key Metrics Changes - Customer concentration remained stable, with the top five customers representing 24.9% of revenue [22] - Cancellations were elevated across customer segments, reflecting broader market dynamics [30] Company Strategy and Development Direction - The company is focused on navigating a period of uncertainty while capitalizing on opportunities to improve its market position [10] - There is an emphasis on operational utilization and cost control to manage the business effectively [14] - The company plans to continue share repurchases and evaluate strategic M&A opportunities [19] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism, noting mixed demand from large pharma and ongoing challenges in the biotech sector [9] - Elevated cancellations are expected to continue, impacting revenue guidance for the year [36] - The company remains focused on enhancing customer delivery and leveraging technology to improve operational efficiencies [18] Other Important Information - The company repurchased $250 million in shares during Q1 2025, with plans to remain active in share buybacks [26] - Two new AI-enabled tools were released to enhance clinical trial processes [18] Q&A Session Summary Question: About elevated cancellations - Management indicated that cancellations were generally elevated across customer segments, with no unusual patterns in specific groups [30][31] Question: On the overall backdrop and cancellations - Management expects elevated cancellations to continue, with a significant cancellation from a BARDA study anticipated in Q2 [36][39] Question: Regarding revenue and pricing pressures - Management noted that while there is increased competition in biotech, win rates in large pharma remain healthy [47] Question: On clinical development opportunities in China - Management highlighted the growing R&D capabilities in China and the company's strong position to participate in clinical trials there [80] Question: About the impact of COVID-related cancellations - Management clarified that the $350 million in anticipated revenue from COVID studies has been adjusted in the revenue guidance for 2025 [101][102]

Recognized in both pre-and post-approval pharmacovigilance operationsDURHAM, N.C., May 01, 2025 (GLOBE NEWSWIRE) -- Fortrea (Nasdaq: FTRE), a leading global contract research organization (CRO), today announced it has been recognized as a “Leader” for pharmacovigilance (PV) operations by Everest Group in its annual Pharmacovigilance Operations PEAK Matrix® Assessment 2025. Fortrea’s top position was recognized in both pre-and post-approval PV operations in Everest Group’s proprietary framework, which assess ...

Cautionary Statements This presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements include, among others, statements of expectations, beliefs, future plans and strategies, anticipated results from operations and developments and other matters that are not historical facts. Forward-looking statements include, among other things, statements ...

ICON plc Q1 2025 Results Period Ended March 31, 2025 Forward Looking Statement Statements included in this presentation which are not historical facts are forward-looking statements. Such forward-looking statements are made pursuant to the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995 (the "PSLRA"). Forward-looking statements include statements regarding our financial guidance and outlook, and may be identified by the use of future tense or other forward-looking words s ...

Financial Data and Key Metrics Changes - The company reported revenues of $168 million for Q1 2025, an increase of 8% compared to the prior year, aligning with the previous guidance of 8% to 10% growth [24][29] - Adjusted EBITDA improved by 102% year-over-year to $7 million, marking the seventh consecutive quarter of positive adjusted EBITDA [24][10] - Total clinical revenue increased by $15 million or 11.3% in the quarter, while non-clinical revenue declined by $3.4 million or 15.8% [25][26] Business Line Data and Key Metrics Changes - Clinical testing volumes grew by 8% year-over-year, with NGS (Next Generation Sequencing) revenue growth of 18% [11][24] - Five new NGS products launched accounted for 22% of total clinical revenue in Q1 [11][12] - The company expects to achieve 25% annual growth in NGS, supported by an expanded sales force and upcoming product launches [12][13] Market Data and Key Metrics Changes - The NGS market is projected to grow at an annual rate of 10% to 15%, with the company aiming to grow above this rate [11] - The non-clinical business, which includes pharma, is expected to decline this year due to macroeconomic factors affecting R&D spending [15][27] Company Strategy and Development Direction - The company plans to focus on innovation through R&D, business development, and commercialization of new products to enhance patient care options [6][7] - The acquisition of Pathline is expected to accelerate growth and establish a local presence in the Northeast, contributing $12 million to $14 million in revenue for 2025 [8][29] - The company aims to leverage its strong position in community oncology and enhance its test offerings to drive incremental business [7][13] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's strong performance and the potential for growth in the community oncology market [36][40] - There are anticipated headwinds in the pharma sector, but clinical revenue growth is expected to offset these challenges [27][45] - The company is focused on integrating Pathline and optimizing operations to realize synergies in the second half of the year [29][30] Other Important Information - The company ended Q1 with cash and marketable securities of $358 million, a decrease of 7% year-over-year, and expects to maintain sufficient liquidity for investments [28][29] - The company is committed to increasing R&D investments to drive future product innovation [27][31] Q&A Session Summary Question: Can you discuss the last thirty days at the helm and any areas needing attention? - Management confirmed strong performance and positive interactions with the team, noting no surprises but areas for continued focus [36][39] Question: Can you unpack the NGS products driving clinical revenue? - Several new products contribute significantly, with a focus on community oncology, and investments in sales resources align with product launches [40][42] Question: What are the expectations for the pharma business this year? - The pharma segment is expected to decline similarly to last year, but clinical revenue growth will help offset this [45][46] Question: How will the Pathline acquisition impact revenue and integration? - Pathline is expected to contribute to revenue growth in the future, with integration efforts ongoing [29][30] Question: What is the timeline for the next-gen MRD product? - The timeline for the next-gen MRD product is set for 2026, with opportunities for acceleration through partnerships [66][67] Question: How will the sales force maturity impact revenue? - The sales force is expected to reach full productivity in 6 to 9 months, with leverage anticipated in the second half of the year [88][91]

Nautilus Biotechnology (NAUT) Q1 2025 Earnings Call April 29, 2025 01:27 PM ET Speaker0 Good day, and thank you Speaker1 for standing by. Welcome to the Nautilus First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To ...

1Q 2025 Financial Results Nasdaq: NEO 1 April 29, 2025 Safe Harbor Statements This presentation has been prepared by NeoGenomics, Inc. ("we," "us," "our," "NeoGenomics" or the "Company") and is made for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities, nor shall there be any sale of any securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securit ...