Samsara Inc. (NYSE:IOT) Q3 2025 Earnings Conference Call December 5, 2024 5:00 PM ET Company Participants Mike Chang - Vice President of Corporate Development and Investor Relations Sanjit Biswas - Co-Founder and Chief Executive Officer Dominic Phillips - Chief Financial Officer Conference Call Participants Matthew Hedberg - RBC Capital Markets Keith Weiss - Morgan Stanley Alex Zukin - Wolfe Research Michael Turrin - Wells Fargo Securities Kirk Materne - Evercore ISI Dylan Becker - William Blair & Company M ...

VivoPower International PLC (NASDAQ:VVPR) Q4 2024 Earnings Conference Call December 5, 2024 4:45 PM ET Corporate Participants Conference Call Participants Unidentified Company Representative Hello everybody, welcome to the strategic update presentation for Vivo Power. Today's the 5th of December. We'll be going through both the strategic updates as well as a review of the FY'24 results. Welcome again to the call. Let's kick off on time, so we'll jump to the first page. Just by way of summary, it's been a ve ...

DocuSign, Inc. (NASDAQ:DOCU) Q3 2025 Earnings Conference Call December 5, 2024 5:00 PM ET Company Participants Heather Harwood - Head of Investor Relations Allan Thygesen - Chief Executive Officer Blake Grayson - Chief Financial Officer Conference Call Participants Jake Roberge - William Blair Tyler Radke - Citi Brent Thill - Jefferies Austin Cole - Citizens JMP Joshua Baer - Morgan Stanley Sonak Kolar - JPMorgan Michael Berg - Wells Fargo Securities Arsenije Matovic - Wolfe Research Ian Black - Needham & C ...

American Outdoor Brands, Inc. (NASDAQ:AOUT) Q2 2025 Earnings Conference Call December 5, 2024 5:00 PM ET Company Participants Liz Sharp - Vice President of Investor Relations Brian Murphy - President and Chief Executive Officer Andrew Fulmer - Chief Financial Officer Conference Call Participants Alex Sturnieks - Lake Street Capital Markets Matthew Koranda - Roth Capital Partners Operator Good afternoon, and welcome to the American Outdoor Brands' Second Quarter Fiscal 2025 Earnings Conference Call. All part ...

Financial Data and Key Metrics - Q3 revenue increased 31% YoY to $196 million [14] - Non-GAAP operating margin reached 13.2%, an increase of over 1,000 basis points YoY [14] - Total RPO grew 48% YoY to $811.8 million, while CRPO grew 39% YoY to $515.2 million [38] - Non-GAAP gross margin was 91% for the quarter [38] - SaaS revenue grew 44% YoY and now represents 29% of total revenue [39] - Adjusted free cash flow was $9.7 million compared to negative $6.7 million in the prior year period [40] Business Line Data and Key Metrics - GitLab Ultimate now accounts for 48% of total ARR [26] - GitLab Duo Pro and Enterprise are driving productivity improvements, with some customers saving up to 2 hours per week and seeing productivity gains of up to 50% [16][20] - GitLab Dedicated is driving demand for Ultimate, with customers achieving quicker time to value and maintaining high security and compliance standards [32] Market Data and Key Metrics - The company has 9,519 customers with ARR of at least $5,000, contributing over 95% of total ARR [37] - The $100,000+ ARR customer cohort increased 31% this quarter, reaching 1,144 customers [37] - Dollar-based net retention rate (DBNRR) was 124% in Q3, driven by seat expansion, increased customer yield, and tier upgrades [38] Company Strategy and Industry Competition - The company is focused on AI integration throughout the software development lifecycle, with GitLab Duo Pro and Enterprise leading the way [16][25] - GitLab aims to be the vendor of choice for a comprehensive approach to AI, leveraging its end-to-end DevSecOps platform and self-hosted models for security [22][25] - The company is seeing strong momentum in the public sector, with a record quarter and in-process designation for FedRAMP moderate [34] Management Commentary on Operating Environment and Future Outlook - Management believes the software transformation is still in its early stages, with AI expected to further accelerate this trend [10] - The company is well-positioned to lead in the agentic AI space, with a focus on autonomous and proactive AI capabilities [25] - Management expects continued growth in the DevSecOps market, with significant opportunities for vendor consolidation [74] Other Important Information - The company announced a bundled offering for GitLab Duo with Amazon Q, integrating AI capabilities for AWS customers using GitLab Ultimate [24] - GitLab Advanced SaaS, powered by technology acquired from Oxide, is now generally available for Ultimate customers, providing more accurate vulnerability detection [31] - The company is working towards deconsolidating its China joint venture, JiHu, with $14 million in forecasted expenses for FY'25 [43] Q&A Session Summary Question: What stood out in Q3 that led to the strong performance? - The quarter was strong across the board, with record performance in the public sector, strong Ultimate adoption, and best-in-class net dollar retention [49][50] Question: How does the company view the future of AI in the DevSecOps space? - Both GitLab Duo Pro and Enterprise will exist in parallel, with agentic AI representing the next evolution in AI, leveraging GitLab's end-to-end platform [54][55] Question: What is the pricing yield for GitLab Duo? - GitLab Duo makes up over 25% of the total net ARR in year one for top deals, with customers seeing significant productivity gains [69] Question: How does the company view the current market for vendor consolidation? - The company believes it is still in the early innings of vendor consolidation, with significant opportunities to replace DIY DevOps solutions [74] Question: How does the company plan to evolve its pricing model for agentic AI? - While the company cannot comment on future pricing, it is considering different models, including consumption-based pricing, as AI agents become more prevalent [98][99] Question: What is driving the adoption of GitLab Ultimate? - Features like integrated security, compliance, and GitLab Duo Enterprise are driving adoption, with customers seeing significant productivity improvements and cost savings [85][86]

Lakeland Industries Inc. (NASDAQ:LAKE) Q3 2025 Earnings Conference Call December 5, 2024 4:30 PM ET Company Participants Jim Jenkins - President, Chief Executive Officer and Executive Chairman Roger Shannon - Chief Financial Officer and Secretary Conference Call Participants Gerry Sweeney - ROTH Capital Matthew Galinko - Maxim Operator Good day, and welcome to the Lakeland Industries’ Fiscal 2025 Third Quarter Financial Results Conference Call. All lines have been placed on a listen-only mode and the floor ...

PVH Corp. (NYSE:PVH) Q3 2024 Earnings Conference Call December 5, 2024 9:00 AM ET Company Participants Sheryl Freeman - Senior Vice President, Investor Relations Stefan Larsson - Chief Executive Officer Zac Coughlin - Chief Financial Officer Conference Call Participants Matthew Boss - J.P. Morgan Michael Binetti - Evercore ISI Jay Sole - UBS Bob Drbul - Guggenheim Ike Boruchow - Wells Fargo Operator Good morning, everyone, and welcome to today's PVH Third Quarter 2024 Earnings Conference Call. At this time, ...

Movado Group, Inc. (NYSE:MOV) Q3 2025 Earnings Call Transcript December 5, 2024 9:00 AM ET Company Participants Allison Malkin - ICR Efraim Grinberg - Chairman and CEO Sallie DeMarsilis - EVP, COO and CFO Conference Call Participants Michael Legg - The Benchmark Company Operator Good day, everybody, and welcome to the Movado Group, Incorporated Third Quarter Fiscal Year 2025 Earnings Conference Call. As a reminder, today's call is being recorded and may not be reproduced in full or in part without permissio ...

Hooker Furnishings Corporation (NASDAQ:HOFT) Q3 2025 Earnings Conference Call December 5, 2024 9:00 AM ET Company Participants Paul Huckfeldt - Chief Financial Officer Jeremy Hoff - Chief Executive Officer Conference Call Participants Anthony Lebiedzinski - Sidoti & Company David Storms - Stonegate Capital Markets Operator Good day. Thank you for standing by. Welcome to the Hooker Furnishings Corporation Third Quarter 2024 (sic) [2025] Earnings Webcast. At this time, all participants are in a listen-only mo ...

GMS Inc. (NYSE:GMS) Q2 2025 Earnings Conference Call December 5, 2024 8:30 AM ET Company Participants Carey Phelps - Vice President of Investor Relations John Turner - President & Chief Executive Officer Scott Deakin - Senior Vice President & Chief Financial Officer Conference Call Participants Trey Grooms - Stephens Inc. Keith Hughes - Truist Securities Kurt Yinger - D.A. Davidson & Co. Quinn Fredrickson - Baird Steven Ramsey - Thompson Research Group Michael Dahl - RBC Capital Markets Matthew Bouley - Bar ...