iPower (IPW) Q3 2025 Earnings Call May 15, 2025 04:30 PM ET Company Participants Kevin Vassily - Chief Financial OfficerChenlong Tan - Co-Founder, Chairman, CEO, President & SecretaryKunal Madhukar - Managing Director Operator Good afternoon, everyone, thank you for participating in today's conference call to discuss iPower's financial results for its fiscal third quarter twenty twenty five ending 03/31/2025. Joining us today are iPower's Chairman and CEO, Mr. Lawrence Tan and the company's CFO, Mr. Kevin V ...

Expion360 (XPON) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Company Participants Brian Schaffner - CEO, Interim CFO & DirectorNone - Executive Operator Greetings, and welcome to the Xpeon three sixty First Quarter twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded and will be available in the Investor Relations section of the com ...

Venu Holding (VENU) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Company Participants Heather Atkinson - CFOJW Roth - Founder, Chairman & CEOWill Hodgson - PresidentMartin Calvert - Senior Vice PresidentJon Lutz - PresidentWes Gottesman - Financial Advisor Conference Call Participants None - Analyst Operator Good afternoon, and welcome to Venue Holding Corporation's first quarter twenty twenty five financial results and business update. Earlier today, Venue Trading under the ticker symbol, b e n u, issued ...

Expion360 (XPON) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Speaker0 Greetings, and welcome to the Xpeon three sixty First Quarter twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded and will be available in the Investor Relations section of the company's website at investors.xpeon360.com. Before we begin the formal presentation, ...

Financial Data and Key Metrics Changes - Total assets increased by 19% from $178,417,515 as of December 31, 2024, to $212,882,187 as of March 31, 2025 [20] - Property and equipment rose by 33% to $182,906,190 as of March 31, 2025, up from $137,215,936 at the end of 2024 [21] - Fractional ownership sales reached $38,700,000 for the first quarter, significantly contributing to the balance sheet [21] Business Line Data and Key Metrics Changes - The company reported a modest decline in top-line sales year-over-year, attributed to a shift in daypart at Noat's Eatery and softer performance at Bourbon Brothers and Fill Along Event Center [17] - The launch of structured financing for Luxe Fire Suites has led to a 32% increase in sales [13][37] Market Data and Key Metrics Changes - The company is expanding its market presence through public-private partnerships, with a goal of adding between $100 million to $300 million to the balance sheet with each development agreement [26] - A new property acquisition in El Paso, Texas, includes a $31,500,000 performance-based incentive package from the city [11] Company Strategy and Development Direction - The company aims to build world-class live music and hospitality destinations, focusing on fan experiences and public-private partnerships [5][6] - A partnership with Ryan & Company is expected to accelerate expansion, with a target of two new public-private partnerships per quarter [10][26] - The company plans to have nine open and operating entities by the end of 2025, increasing to 16 by 2026 [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving operational profitability by 2026, driven by development profits and operational efficiencies [10] - The focus remains on enhancing guest experiences and unlocking value from current operations through smarter strategies [19] Other Important Information - The company has made strategic additions to its leadership team, including a new financial leader and strategic growth adviser [15] - The introduction of structured payment plans for fractional ownership has broadened access for buyers [13] Q&A Session Summary Question: Impact of Ryan and Company partnership on expansion - Management indicated that the partnership will dramatically accelerate expansion, potentially adding 200% more amphitheaters and music halls than originally projected [26][28] Question: New offerings at Ford Amphitheater - Management highlighted plans for new development agreements and enhanced fan experiences, including new dining options and event packages [32] Question: Performance of fire pit suites and financing model - The financing model has increased sales by 32%, and the company is expanding its market reach for fire pit suites [37] Question: Partnership with Sands Investment Group - This partnership aims to expand the market for fire pit suite ownership, allowing investors across the U.S. to participate [41]

Worksport (WKSP) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Speaker0 Discussing key operational milestones and share an updated outlook for 2025. Q '1 of this year was a transformative period for Worksport. We released our flagship higher margin products, the AL four tunnel cover. We rapidly expanded our dealer network and strengthened our gross margins. We will be reviewing the financial results for the quarterly period ending ending 03/31/2025. These results were filed today at 4PM eastern time in our ...

Financial Data and Key Metrics Changes - Total revenue for Q2 FY 2025 was $3.9 million, an increase from $3.8 million in the prior year period [20] - Subscription license revenue was $3.1 million, up from $3.0 million, accounting for 79% of total revenue [20] - Services revenue remained flat at $800,000, representing 21% of total revenue [21] - Gross profit increased to $2.6 million, with a gross profit margin of 68%, up from 66% in the prior year [21] - Net loss for the quarter was $700,000, compared to a net loss of $600,000 in the prior year [22] Business Line Data and Key Metrics Changes - Core revenue, primarily from ecommerce products like Hawk Search, showed double-digit growth with a net revenue retention rate of 113% [11][12] - Noncore revenue has declined at a rate nearly equal to core revenue growth, resulting in relatively flat total revenue [12] - The company signed 20 license sales in Q2 FY 2025, adding $1.7 million in new contracts and $700,000 in annual recurring revenue [6] Market Data and Key Metrics Changes - The company is experiencing strong demand for its Hawk AI products, with a sales cycle of 120 days and a 19% win rate on qualified leads [6] - Year-to-date, the company booked $4.2 million in contracts, with $1.6 million in annual recurring revenue [7] Company Strategy and Development Direction - The company plans to increase investments in sales and marketing, funded by a $2.2 million capital raise, to expand lead generation efforts [8][10] - The focus is on enhancing core products and leveraging AI capabilities to drive growth in the ecommerce sector [10][17] - The company aims to maintain its leadership position in AI-powered ecommerce search and expects to see growth in 2026 [10][17] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, citing strong market conditions and product competitiveness as reasons to increase sales efforts [27] - The expectation is for increased deal flow starting at the end of Q4 FY 2025, leading to revenue impacts in Q1 FY 2026 [28][30] - Management highlighted the importance of organic growth, with M&A being opportunistic rather than a primary focus [32] Other Important Information - The company has a cash balance of over $2.7 million and total assets of $17 million as of March 31, 2025 [23] - The average initial contract length is approximately 30 months, with customers typically purchasing additional software over their lifespan [45] Q&A Session Summary Question: Are you at an inflection point to increase your sales efforts to bring in new customers? - Management confirmed that both product competitiveness and market conditions justify increased sales investments, supported by a recent capital raise [27] Question: Does Bridgeline have a handle on the return for every extra dollar spent on acquiring a new customer? - Management indicated a strong LTV to CAC ratio of around 3:1, expecting significant increases in new customer acquisitions in Q1 FY 2026 [29][30] Question: Is most of the product development internal or are there acquisition opportunities? - Management stated that AI-based product development is primarily internal, with a focus on organic sales rather than acquisitions at this time [32] Question: When do you expect to see growth in top line revenue? - Management expects to see growth in core revenue starting in Q1 FY 2026, with a continued focus on core products [35] Question: Will sales and marketing expenses rise as a percentage of sales? - Management confirmed that sales and marketing expenses are expected to increase by $250,000 to $500,000 per quarter in the coming months [39] Question: How many languages can your products support? - Management stated that their default language model supports 50 languages, allowing for customization based on customer needs [49] Question: What is the standard contract length currently? - The average initial contract length is approximately 30 months, with customers typically purchasing additional software over time [45]

Fluent (FLNT) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Speaker0 Good afternoon, and welcome. Thank you for joining us to discuss Fluent's First Quarter twenty twenty five Earnings Results. With me today are Fluent's Chief Executive Officer, Don Patrick and Chief Financial Officer, Ryan Perfitt. Our call today will begin with comments from Don and Ryan Perfitt, followed by a question and answer session. I would like to remind you that this call is being webcast live and recorded. A replay of the event ...

Tivic Health Systems (TIVC) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Speaker0 Welcome to the Trivik Health First Quarter twenty twenty five Financial Results and Operational Update Conference Call. This call has been pre recorded and the questions you have submitted in advance will be answered following the prepared remarks. This call is being webcast and the replay will be available on the IR section of the company's website for three months. Before we begin, let me remind you that during today's cal ...

Financial Data and Key Metrics Changes - Applied Materials reported total net revenue of approximately $7.1 billion for Q2 2025, up 7% year over year, with record earnings per share of $2.39, a 14% increase year over year [17][18] - Non-GAAP gross margin was 49.2%, up 170 basis points year over year, marking the highest quarterly gross margin since fiscal year 2000 [17][18] - Non-GAAP operating expenses were $1.3 billion, slightly down as a percentage of revenue year over year [17] Business Segment Data and Key Metrics Changes - Semiconductor Systems revenue was $5.26 billion for Q2, up 7% year over year, driven by foundry logic investments and NAND upgrades [18] - Applied Global Services (AGS) delivered revenue of $1.57 billion, up 2% year over year, with healthy growth in services offsetting declines in 200mm equipment sales [18] - Display business revenue was $259 million with a non-GAAP operating margin of 26.3% [18] Market Data and Key Metrics Changes - Investment in leading-edge foundry logic is expected to grow substantially in 2025, while spending for leading-edge DRAM is also anticipated to increase significantly [7] - Lower spending in China is noted, with investments in both DRAM and mature logic down for the year [7] - An uptick in NAND investment is observed, albeit from low levels seen in previous years [7] Company Strategy and Development Direction - The company is focused on high-velocity co-innovation to accelerate the development and commercialization of next-generation technologies [13] - Construction of the new flagship R&D facility, the EPIC Center in Silicon Valley, is on schedule to start operations in spring 2026 [14] - Applied Materials aims to leverage its strong leadership positions at key device architecture inflections to capture market share and drive sustainable growth [10][11] Management's Comments on Operating Environment and Future Outlook - Management acknowledges a highly dynamic macro environment but reports no significant changes in customer demand [14] - The race to deliver high-performance, energy-efficient AI computing is identified as the dominant driver of the semiconductor industry's roadmap [14] - The company expects total revenue for Q3 2025 to be approximately $7.2 billion, representing a 6% increase year over year at the midpoint [20] Other Important Information - The company increased shareholder capital distributions during Q2, with approximately $2 billion in dividends and share repurchases [17] - Free cash flow for Q2 was approximately $1.1 billion, with cash and cash equivalents at $6.2 billion and debt at $6.3 billion [19] Q&A Session Summary Question: Services in China and AGS Segment Performance - Management noted that core AGS business is expected to grow at low double digits despite trade restrictions impacting the 200mm equipment sales [25][26] - The decline in 200mm equipment sales was attributed to lower utilization and market conditions in China [28][30] Question: ICAPs Exposure and Growth Outlook - Management indicated that ICAPs represent mid-20s percent of total company revenue, with expectations for mid to high single-digit growth in the segment [35][36] - The company is well-positioned in the 28nm market, which is expected to grow significantly [36] Question: Gross Margin Projections - Management provided guidance for Q3 gross margin at approximately 48.3%, with expectations for sustainable margin improvement through pricing and cost management initiatives [46][49] Question: DRAM Market Dynamics - The DRAM segment is expected to grow significantly, driven by high bandwidth memory (HBM) and AI data center demand [53][55] Question: Leading Edge Foundry Logic Spending - Management confirmed expectations for accelerating spending in leading-edge foundry logic technologies in the second half of the year [58][60] Question: Advanced Packaging and Risk Appetite - The company is investing heavily in advanced packaging and has high visibility on industry trends, indicating a strong position for future growth [96][98]