OR YEHUDA, Israel, July 7, 2025 /PRNewswire/ -- AudioCodes (NASDAQ: AUDC), a leading provider of voice, contact center and conversational AI applications and services for enterprises, today announced that it will release financial results for its Second Quarter 2025 on Tuesday, July 29, 2025, before the market open on NASDAQ, reflecting the quarterly period ended June 30, 2025. AudioCodes' financial results will be released over the news wires and will also be posted on its corporate website.On Tuesday, Tue ...

Licensed by the Department of Telecommunications (DoT) India, Zoom Phone brings AI-first modern telephony to Mumbai, Delhi NCR, Karnataka (Bengaluru), and Andhra Pradesh & Telangana (Hyderabad) telecom circles in addition to Maharashtra and Tamil Nadu (Chennai)SAN JOSE, Calif., June 11, 2025 (GLOBE NEWSWIRE) -- Zoom Communications, Inc. (NASDAQ: ZM) today announced the further expansion of its industry-leading Zoom Phone service to four major metro telecom circles in India — Mumbai, Delhi NCR, Karnataka (Be ...

Financial Data and Key Metrics Changes - Q1 gross transaction volume (GTV) was $17.7 billion, up 22% year over year [23] - Q1 total revenue was $215.7 million, up 27% year over year, driven by subscription revenue of $162.7 million, which grew 29% year over year [24] - Q1 platform gross margin was 79.7%, an improvement of over 300 basis points year over year [24] - Q1 operating income was $16.2 million, leading to a record operating margin of 7.5%, an improvement of 560 basis points year over year [25] - Q1 free cash flow was negative $22.3 million, an improvement from negative $24.6 million in the prior year [26] Business Line Data and Key Metrics Changes - Subscription revenue growth was 29% year over year, while usage revenue grew 22% year over year [24] - Professional service revenue for Q1 was $7.7 million [24] - Net dollar retention was greater than 110% for the quarter [24] Market Data and Key Metrics Changes - The company reported healthy growth from both residential and commercial customers [23] - The focus on enterprise customers is increasingly driving growth, with significant interest in standardizing operations around AI and automation [16][17] Company Strategy and Development Direction - The company aims to deliver real ROI to customers, which drives subscription and usage revenue growth [6] - Four primary areas of focus for FY 2026 include expanding enterprise capabilities, pro product adoption, deeper engagement in commercial, and growth in roofing [15] - The company is leveraging partnerships and technology to enhance its offerings, particularly in the commercial and roofing sectors [21][66] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate economic uncertainty and highlighted the resilience of customers [32] - The company is managing for long-term growth and margin expansion, with a target of achieving a 25% non-GAAP operating margin [27] - Management is cautious about external factors such as tariffs and their potential impact on customer growth and supply chain inflation [32] Other Important Information - The company is focused on delivering transformative customer outcomes and building trade-specific workflows [11][14] - The introduction of new AI-native products is expected to enhance operational efficiency for customers [18] Q&A Session Summary Question: Impact of tariffs on the business - Management acknowledged potential positive and negative impacts of tariffs, emphasizing customer resilience and the ability to pass through rising costs [32] Question: Stacking S curve strategy for growth - The company is focused on enterprise, commercial, pro, and roofing as primary areas of attention for growth [35] Question: Seasonal perspective on GTV and pro product attach - GTV is expected to be stronger in Q2 due to seasonal factors, with pro products being a significant growth driver [40][43] Question: Update on commercial bookings and product capabilities - Commercial bookings and go-lives are performing well, with ongoing development of a dedicated commercial CRM and project management capabilities [46][48] Question: Opportunities in new trades - The company is open to exploring new trades but focuses primarily on established priorities to ensure resource allocation [52] Question: Average ticket sizes and macro impacts - Average ticket sizes remained stable, with Q2 guidance factoring in weather variability and macroeconomic conditions [56] Question: Visibility from customer go-lives - Customer go-lives provide high visibility into subscription revenue, with a focus on delivering ROI to encourage upselling of pro products [76][78]

Financial Data and Key Metrics Changes - Q1 gross transaction volume (GTV) was $17.7 billion, up 22% year over year [20] - Q1 total revenue was $215.7 million, up 27% year over year, driven by subscription revenue of $162.7 million, which grew 29% year over year [21] - Q1 platform gross margin was 79.7%, an improvement of over 300 basis points year over year [21] - Q1 operating income was $16.2 million, leading to a record operating margin of 7.5%, an improvement of 560 basis points year over year [22] - Q1 free cash flow was negative $22.3 million, an improvement from negative $24.6 million in the prior year [23] Business Line Data and Key Metrics Changes - Subscription revenue growth was 29% year over year, while usage revenue grew 22% year over year [21] - Professional service revenue for Q1 was $7.7 million [21] - Net dollar retention was greater than 110% for the quarter [21] Market Data and Key Metrics Changes - The company reported healthy growth from both residential and commercial customers [20] - The focus on enterprise customers is increasingly driving growth, with significant interest in standardizing operations around AI and automation [14] Company Strategy and Development Direction - The company aims to expand enterprise capabilities, increase pro product adoption, deepen commercial focus, and grow in roofing [12] - The strategy includes building trade-specific workflows to attract new industries to the platform [9] - The company is focused on becoming the operating system for the trades, with a long-term target of achieving a 25% non-GAAP operating margin [24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate economic uncertainty and emphasized the resilience of customers [30] - The company is managing for long-term growth rather than short-term gains, with a focus on durable compounding growth over many years [24] - Management acknowledged the potential impact of tariffs and supply chain inflation but emphasized the importance of prudent forecasting [30] Other Important Information - The company highlighted successful customer stories that demonstrate the value of its platform, including significant revenue growth for customers using its services [7][10] - The company is actively pursuing partnerships and consolidations in the commercial space, which is seen as a key growth area [65] Q&A Session Summary Question: Impact of tariffs on the business - Management noted that while tariffs could lead to supply chain inflation, customers have historically managed to pass through rising costs [30] Question: Stacking S curve strategy - The company is focused on enterprise, commercial, pro products, and roofing as primary areas of attention for growth [32] Question: Seasonal perspective on GTV - GTV is expected to be stronger in Q2 due to seasonal factors, particularly in trades like HVAC and landscaping [37] Question: Commercial bookings and product roadmap - Commercial bookings are performing well, with significant go-lives and a focus on enhancing product capabilities for construction use cases [44] Question: Average ticket sizes and macro impacts - Average ticket sizes remained stable, with Q2 guidance factoring in weather variability and macroeconomic conditions [55] Question: Visibility from customer go-lives - Customer go-lives provide high visibility into subscription revenue, with a focus on delivering ROI to encourage upselling of pro products [78]

Company Overview - Superior Group of Companies, Inc. (SGC) was established in 1920 and operates in three business segments: Healthcare Apparel, Branded Products, and Contact Centers, which serve large, fragmented, and growing markets [2] - The company focuses on creating extraordinary brand engagement experiences for customers and employees through its commitment to service, quality, advanced technology, and omnichannel commerce, providing it with competitive advantages [2] - SGC aims to enhance shareholder value by pursuing a combination of organic growth and strategic acquisitions [2] Upcoming Events - The Chairman, President, and CEO, Michael Benstock, along with CFO Mike Koempel, will participate in a fireside chat at the Sidoti Virtual Investor Conference on June 12, 2025, at 9:15 AM Eastern Time [1] - A live webcast and replay of the event will be available on the company's Investor Relations website [1] - Management will also host virtual meetings throughout the day of the conference [1]

Group 1 - Superior Group of Companies, Inc. will participate in the Inaugural D.A. Davidson Technology & Consumer Conference on June 10, 2025, in Nashville, TN, with investor meetings scheduled throughout the day [1] - The company operates in three business segments: Healthcare Apparel, Branded Products, and Contact Centers, which serve large, fragmented, and growing addressable markets [1] - Superior Group of Companies emphasizes its commitment to service, quality, advanced technology, and omnichannel commerce, providing competitive advantages [1] Group 2 - The company aims to enhance shareholder value through a combination of organic growth and strategic acquisitions [1]

Group 1 - Superior Group of Companies, Inc. will participate in the Noble Capital Markets 2025 Emerging Growth Virtual Equity Conference on June 5, 2025 [1] - The company's Chairman, President, and CEO Michael Benstock, along with CFO Mike Koempel, will be featured in a fireside chat during the event [1] - A video replay of the presentation will be available on the company's Investor Relations website after the event [1] Group 2 - Superior Group of Companies was established in 1920 and operates in three business segments: Healthcare Apparel, Branded Products, and Contact Centers [2] - Each segment targets large, fragmented, and growing addressable markets, enhancing brand engagement experiences for customers and employees [2] - The company focuses on organic growth and strategic acquisitions to enhance shareholder value [2]

Zoom (ZM) Conference May 28, 2025 01:00 PM ET Speaker0 Hi, everybody. Thank you for joining us. I appreciate you joining. My name is Samad Samana. I cover Zoom here at Jefferies. And with us we have Michelle Chang, who is the CFO joined Zoom last year and excited to have you here with us for the first time Michelle. You're okay, it'll just turn itself on. No problem. So listen, again, having you with us. You stepped into the role in the fall of twenty twenty four and you've been through a few earnings cycle ...

Group 1 - Superior Group of Companies, Inc. (SGC) will participate in the Barrington Research Spring Investment Conference on May 29, 2025, with virtual investor meetings hosted by CEO Michael Benstock and CFO Mike Koempel [1] - Established in 1920, Superior Group of Companies operates in three business segments: Healthcare Apparel, Branded Products, and Contact Centers, targeting large and growing markets [2] - The company focuses on enhancing shareholder value through a combination of organic growth and strategic acquisitions, emphasizing service, quality, advanced technology, and omnichannel commerce as competitive advantages [2]

Wall Street analysts rerated Zoom Communications, Inc ZM after the company reported its first-quarter results on Wednesday.Zoom reported quarterly earnings of $1.43 per share, which beat the analyst consensus estimate of $1.31. Quarterly revenue reached $1.17 billion, which met the Street estimate.Zoom raised its fiscal 2026 adjusted EPS guidance from $5.34-$5.37 to $5.56-$5.59, versus the $5.41 analyst estimate, and raised its revenue outlook from a range of $4.79 billion-$4.79 billion to a new range of $4 ...