Investor Day & Longevity Summit June 12, 2025 abacusgm.com Disclaimer General. This presentation (this "Presentation") is provided solely for informational purposes. This Presentation is subject to update, completion, revision, verification and further amendment without notice. None of Abacus Global Management, Inc. (the "Company", "Abacus", Abacus Global Management", "we", "our", or "us") or its affiliates has authorized anyone to provide interested parties with additional or different information. The inf ...

Abacus Global Management (ABL) 2025 Investor Day June 12, 2025 09:30 AM ET Speaker0 To our presentation today. And at Abacus, Abacus is continuing to grow and expand and take a look at a business model that started in one area related to life insurance policies and sourcing those and educating people around the value of their life insurance policies to asset management to potentially private wealth management and then capitalizing on all the lifespan data and technology that we've been able to do and instit ...

Key Takeaways TWLO jumped nearly 19% in a month, outperforming its peers and the broader Internet Software industry. Twilio's AI-driven tools, API-first model and strong customer data platform drive its growth momentum. TWLO's rising EPS, expanding customer base and $2B buyback plan reinforce its long-term investment appeal.Twilio Inc. (TWLO) has delivered a solid 18.8% gain over the past month. This performance easily beats the Zacks Internet Software industry, which rose 15.8% in the same period.The sto ...

Core Viewpoint - Needham analyst Joshua Reilly maintains a Buy rating on Twilio (TWLO) with a price target of $125, expressing positive sentiment after attending the Twilio Signal customer conference, highlighting increased product usage and favorable customer feedback [1][2]. Group 1: Company Performance and Strategy - Reilly noted an increasing pipeline of projects and a more efficient implementation process utilizing AI, which positions Twilio strategically for cross-selling opportunities, particularly with the recent Microsoft partnership [2][4]. - The collaboration with Microsoft enhances Twilio's capabilities in building multi-channel AI agents and improving customer engagement through advanced features like Twilio Agent Copilot [3][7]. - Twilio has addressed many operational challenges over the past 24 months, allowing a stronger focus on product development and customer benefits moving forward [4][9]. Group 2: Product Development and Customer Experience - Twilio is working to streamline the billing process for its services, which currently operate on separate platforms, to improve customer experience and facilitate easier bundling [5][6]. - The company launched several new products at the Signal 2025 event, with Verify and Lookup receiving particularly positive feedback from customers [7][8]. - Discussions with management indicated a projected growth trajectory for voice volumes that could significantly exceed 2024 levels, reflecting sustained optimism among partners and customers [9][10]. Group 3: Financial Projections - Reilly projects fiscal 2025 revenue for Twilio at $4.82 billion and earnings per share (EPS) at $4.45, indicating confidence in the company's financial outlook [10].

DoubleVerify (DV) FY Conference May 14, 2025 03:00 PM ET Speaker0 Okay. Good afternoon everyone. I am Mark Murphy, head of software research with JPMorgan. Great pleasure to be here with Mark Zagorski who is CEO of Double Verify and Nicola Alais who is CFO of the company. So first off, welcome to the conference and thank you so much. It's great privilege and thank you for making the trip. Speaker1 Of course, of course, thanks. Speaker0 Do you want to give a quick one liner mark perhaps just for the benefit ...

Mitek Systems (MITK) Q2 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Todd Kehrli - PartnerEd West - CEO & Board MemberDave Lyle - CFODerek Greenberg - Equity Research Associate Conference Call Participants Jake Roberge - Equity Research AnalystLuke Horton - VP - Senior Equity Research Analyst Operator Please note this event is being recorded. I would now like to turn the conference over to Todd Kerley of Pondell Wilkinson. Please go ahead. Todd Kehrli Thank you, operator. Good afternoon ...

Equifax (EFX) Q4 2024 Earnings Call February 06, 2025 08:30 AM ET Company Participants Trevor Burns - Senior Vice President of Corporate Investor RelationsMark Begor - CEOJohn Gamble - CFOScott Wurtzel - SVP - Equity ResearchMatthew O'Neill - Managing DirectorSimon Clinch - PartnerArthur Truslove - DirectorAdam Parrington - AVP Conference Call Participants Jeffrey Meuler - AnalystJeff Meuler - Senior Research AnalystManav Patnaik - Managing Director, Equity Research AnalystAndrew Steinerman - Equity Researc ...

DHI Group (DHX) Q4 2024 Earnings Call February 05, 2025 05:00 PM ET Company Participants Todd Kehrli - PondelWilkinson, IRArt Zeile - President , CEO & DirectorGreg Schippers - CFOKevin Liu - Founder & CEO Conference Call Participants Zach Cummins - Senior Research AnalystGary Prestopino - Vice President & Senior Research AnalystMax Michaelis - Research Analyst Operator Please note, this event is being recorded. I would now like to turn the conference over to Todd Curley of Pondo Wilkinson Investor Relation ...