Ulta Beauty, Inc. (NASDAQ:ULTA) Q4 2024 Earnings Conference Call March 13, 2025 4:30 PM ET Company Participants Kiley Rawlins - Vice President, Investor Relations Kecia Steelman - Chief Executive Officer Paula Oyibo - Chief Financial Officer Conference Call Participants Dana Telsey - Telsey Advisory Group Lorraine Hutchinson - Bank of America Michael Binetti - Evercore ISI Adrienne Yih - Barclays Simeon Gutman - Morgan Stanley Steven Forbes - Guggenheim Securities Mark Altschwager - Baird Michael Lasser - U ...

The Joint Corp. (NASDAQ:JYNT) Q4 2024 Earnings Conference Call March 13, 2025 5:00 PM ET Company Participants Kirsten Chapman - IR, Alliance Advisors Sanjiv Razdan - President & CEO Jake Singleton - CFO Conference Call Participants Jeff Van Sinderen - B. Riley Securities Jeremy Hamblin - Craig-Hallum Capital Group George Kelly - ROTH Capital Partners Anthony Vendetti - Maxim Group Operator Good afternoon, and welcome to The Joint Corp. Fourth Quarter and Year End 2024 Financial Results Conference Call. All ...

Tony Righetti Good afternoon, and thank you for joining us to discuss PagerDuty's fourth quarter and full fiscal year 2025 results. With me on today's call are Jennifer Tejada, PagerDuty's Chairperson and Chief Executive Officer; and Howard Wilson, our Chief Financial Officer. Before we begin, let me remind everyone that the statements made on this call include forward-looking statements based on the environment as we currently see it, which involve known and unknown risks and uncertainties that may cause o ...

Financial Data and Key Metrics Changes - For the full year 2024, Emeren Group generated $92.1 million in revenue and $24.1 million in gross profit, with a gross margin of 26% [11] - The company reported an operating loss of $0.5 million and a net loss of $12.5 million attributed to foreign exchange losses [11] - In Q4 2024, revenue was $34.6 million, down 23% year-over-year, but up 169% quarter-over-quarter [25][26] - Gross profit for Q4 was $4.8 million, with a gross margin of 14% [12][26] - The company ended Q4 with $50 million in cash, up 40% sequentially [13][30] Business Line Data and Key Metrics Changes - The DSA segment generated $19 million in revenue for 2024, with contracts covering 40 projects totaling over 2.8 gigawatts [17] - The IPP segment contributed 31% of total revenue and 64% of total gross profit [18] - In 2024, Emeren monetized about 200 megawatts of solar PV projects and 1.3 gigawatts of BESS projects [19] Market Data and Key Metrics Changes - Europe contributed over 70% of total revenue, while China contributed 19% [31] - The company has a strong pipeline with approximately 4.3 gigawatts of advanced-stage storage and 2.4 gigawatts of solar PV projects [23] Company Strategy and Development Direction - Emeren Group aims to scale profitably and drive long-term shareholder value through disciplined execution and a strong pipeline [14] - The company is focused on expanding its energy storage initiatives and has successfully closed several strategic transactions in Europe, the US, and China [14][16] - The opening of China's merchant power market in 2025 presents significant opportunities for the company [23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in executing growth strategies and achieving profitability in 2025, despite project sales timing delays [20][21] - The company anticipates full-year revenue in the range of $80 to $100 million for 2025, with a gross margin of 30% to 33% [31] Other Important Information - The company generated over $5 million in free cash flow in Q4, reinforcing its strong liquidity position [13] - The debt-to-asset ratio at the end of Q4 2024 was around 11.2% [30] Q&A Session Summary Question: What is the mix between DSA revenue and IPP revenue for 2025? - IPP revenue is expected to be between $28 to $30 million, while DSA revenue will be between $35 to $45 million, contributing almost 70% of total revenue [36] Question: What is the geographic mix of the additional $100 million in DSA revenue? - Approximately 70% of the DSA revenue will be from Europe and 30% from the US [41] Question: What is the expected cash generation or free cash flow outlook for 2025? - The company expects positive operating cash flow and a higher cash balance at the end of 2025 [45] Question: What is the size of the projects that were delayed and their impact on Q4 revenue? - The size of the delayed projects was around $10 million, which would have significantly impacted Q4 revenue [81] Question: What is the outlook for gross margins in the DSA segment? - The DSA segment's gross margins will vary, with early milestone payments having lower margins and later milestones having higher margins [85] Question: Is there a possibility of upside from the $100 million in DSA revenue being negotiated? - There is potential upside if the DSA agreements are signed in the next few months, which could positively impact 2025 revenue [91]

authID Inc. (NASDAQ:AUID) Q4 2024 Earnings Conference Call March 13, 2025 5:00 PM ET Company Participants Graham Arad - General Counsel Rhon Daguro - CEO Ed Sellitto - CFO Conference Call Participants Ricky Solomon - Wilmot Advisors Operator Good afternoon, everyone, and thank you for your participation in today's conference call to discuss authID Inc.'s fourth quarter and full year 2024 financial results. I would now like to turn the call over to authID Inc.'s General Counsel, Graham Arad. Graham, please g ...

EverCommerce Inc. (NASDAQ:EVCM) Q4 2024 Earnings Conference Call March 13, 2025 5:00 PM ET Company Participants Brad Korch - Senior Vice President & Head, Investor Relations Eric Remer - Chairman & Chief Executive Officer Ryan Siurek - Chief Financial Officer Matt Feierstein - President Evan Berlin - Chief Executive Officer, EverHealth Conference Call Participants Bhavin Shah - Deutsche Bank Alex Sklar - Raymond James Mike Richards - RBC Capital Markets Aaron Kimson - Citizens Kirk Materne - Evercore ISI Op ...

GrowGeneration Corp. (NASDAQ:GRWG) Q4 2024 Earnings Conference Call March 13, 2025 4:30 PM ET Company Participants Philip Carlson - MD, KCSA Strategic Communications Darren Lampert - Co-Founder and CEO Greg Sanders - CFO Conference Call Participants Aaron Grey - Alliance Global Partners Mark Smith - Lake Street Operator Hello, everyone, and welcome to the GrowGeneration's Fourth Quarter and Full Year 2024 Earnings Conference Call. My name is John, and I will be your operator for today's call. [Operator Inst ...

REGENXBIO Inc. (NASDAQ:RGNX) Q4 2024 Earnings Conference Call March 13, 2025 4:30 PM ET Company Participants Patrick Christmas - Chief Legal Officer Curran Simpson - President & Chief Executive Officer Steve Pakola - Chief Medical Officer Mitch Chan - Chief Financial Officer Conference Call Participants Judah Frommer - Morgan Stanley Gena Wang - Barclays Annabel Samimy - Stifel Brian Skorney - Baird Paul Choi - Goldman Sachs Ellie Merle - UBS Sean McCutcheon - Raymond James Alec Stranahan - Bank of America ...

WM Technology, Inc. (NASDAQ:MAPS) Q4 2024 Results Conference Call March 13, 2025 5:00 PM ET Company Participants Simon Yao - Director, Investor Relations Doug Francis - Chief Executive Officer Susan Echard - Chief Financial Officer Operator Good afternoon, everyone. And welcome to WM Technology, Inc. Fourth Quarter and full year 2024 earnings conference call. All participants will be in a listen-only mode for the duration of the call. I would now like to turn the call over to your host, Simon Yao, Director ...

Assicurazioni Generali S.p.A. (OTCPK:ARZGF) Q4 2024 Results Conference Call March 13, 2025 7:00 AM ET Company Participants Fabio Cleva - Head, Investor and Rating Agencies Relations Philippe Donnet - Group Chief Executive Officer Marco Sesana - General Manager Giulio Terzariol - Chief Executive Officer, Insurance Cristiano Borean - Group Chief Financial Officer Conference Call Participants David Barma - Bank of America Andrew Baker - Goldman Sachs Michael Huttner - Berenberg Farooq Hanif - JPMorgan Iain Pea ...