Cross Country Healthcare, Inc. (NASDAQ:CCRN) Q3 2024 Earnings Conference Call November 6, 2024 5:00 PM ET Company Participants Joshua Vogel - Vice President of Investor Relations John Martins - President and Chief Executive Officer Bill Burns - Chief Financial Officer Marc Krug - Group President of Delivery Conference Call Participants Trevor Romeo - William Blair Jasper Bibb - Truist Securities A.J. Rice - UBS Bill Sutherland - The Benchmark Company Constantine Davidez - Citizens JMP Operator Good afternoo ...

Call Start: 16:30 January 1, 0000 5:24 PM ET REGENXBIO Inc. (NASDAQ:RGNX) Q3 2024 Earnings Call November 6, 2024 16:30 ET Company Participants Patrick Christmas - Chief Legal Officer Curran Simpson - President and Chief Executive Officer Mitchell Chan - Chief Financial Officer Steve Pakola - Chief Medical Officer Conference Call Participants Gospel Enyindah-Asonye - Morgan Stanley Mani Foroohar - Leerink Partners Jack Padovano - Stifel Luca Issi - RBC Capital Markets Paul Choi - Goldman Sachs Daniil Gatauli ...

Deluxe Corporation (NYSE:DLX) Q3 2024 Earnings Conference Call November 6, 2024 5:00 PM ET Company Participants Brian Anderson - VP, Strategy & IR Barry McCarthy - President & CEO Chip Zint - CFO Conference Call Participants Lance Vitanza - TD Cowen Charlie Strauzer - CJS Will Brunemann - Northcoast Research Marc Riddick - Sidoti Operator Ladies and gentlemen, thank you for standing by, and welcome to the Deluxe Quarterly Earnings Conference Call. All participants are currently in a listen-only mode. And to ...

Performance Food Group Company (NYSE:PFGC) Q1 2025 Earnings Conference Call November 6, 2024 9:00 AM ET Company Participants Bill Marshall - VP, IR George Holm - CEO Patrick Hatcher - CFO Conference Call Participants Mark Carden - UBS Kelly Bania - BMO Capital John Heinbockel - Guggenheim Lauren Silberman - Deutsche Bank Alex Slagle - Jefferies Andrew Wolf - CL King Jeffrey Bernstein - Barclays Brian Harbour - Morgan Stanley Edward Kelly - Wells Fargo Peter Saleh - BTIG Operator Good day and welcome to PFG' ...

Aeva Technologies, Inc. (NYSE:AEVA) Q3 2024 Earnings Conference Call November 6, 2024 5:00 PM ET Company Participants Andrew Fung - Senior Director of Investor Relations and Corporate Development Soroush Salehian - Co-Founder and CEO Saurabh Sinha - CFO Conference Call Participants Colin Rusch - Oppenheimer Suji Desilva - ROTH Capital Tyler Anderson - Craig-Hallum Operator Good day. My name is Chloe, and I will be your conference facilitator. I would like to welcome everyone to the Aeva Technologies Third Q ...

OraSure Technologies, Inc. (NASDAQ:OSUR) Q3 2024 Earnings Conference Call November 6, 2024 5:00 PM ET Company Participants Jason Plagman - VP of Investor Relations Carrie Eglinton Manner - President & Chief Executive Officer Kenneth McGrath - Chief Financial Officer Conference Call Participants Vijay Kumar - Evercore ISI Casey Woodring - JPMorgan Operator Good day, and thank you for standing by. Welcome to the OraSure Technologies Inc. 2024 Third Quarter Earnings Conference Call. At this time, all participa ...

DoubleVerify Holdings, Inc. (NYSE:DV) Q3 2024 Earnings Conference Call November 6, 2024 4:30 PM ET Company Participants Tejal Engman - Senior Vice President-Investor Relations Mark Zagorski - Chief Executive Officer Nicola Allais - Chief Financial Officer Conference Call Participants Youssef Squali - Truist Securities Frank Surace - Barclays Matt Swanson - RBC Capital Markets Maria Ripps - Canaccord Genuity Andrew Boone - JMP Securities Justin Patterson - KeyBanc Capital Markets Mark Kelley - Stifel Arti Vu ...

Financial Data and Key Metrics - Q3 2024 revenue was $117.1 million, down 25% year-over-year [6] - Net loss in Q3 was $2.6 million, compared to net income of $24.1 million in Q3 2023 [25] - Adjusted EBITDA was $15 million, equating to a margin of 13% [6] - Cash, cash equivalents, and marketable securities totaled $498 million as of September 30, 2024 [26] - Q4 2024 revenue guidance is $107 million at the midpoint, representing a 21% decline year-over-year [27] Business Line Performance - Quarterly paid employers were 65,000, a 27% decrease year-over-year and a 7% decrease sequentially [23] - Revenue per paid employer was $1,795, up 3% year-over-year and 2% sequentially [24] - ZipIntro, a new hiring product, saw over 90% of job seekers likely to reuse it and employers received over three times more quality applications per job [14][15] - The next-generation resume database saw a 20% increase in average weekly candidate profile unlocks in the first week of launch [16] Market Performance - Total ZipRecruiter web traffic in the US grew by 21% year-over-year, with organic job seeker traffic growth of 23% [17] - Job seeker engagement increased, with clicks from email notifications rising by 100% and applications from those emails increasing by 120% [21] Company Strategy and Industry Competition - The company is focused on increasing the number of employers and revenue per paid employer, growing job seeker traffic, and improving matching technology [13][17][20] - Investments in brand, AI-driven career advisor (Phil), and matching technology have contributed to job seeker trust and loyalty [9] - The company believes that employer revenue will follow job seeker market share shifts [9] Management Commentary on Operating Environment and Future Outlook - The labor market downturn has been prolonged, with seasonally adjusted hires declining year-over-year every month since August 2022 [10] - The "Great Stay" phenomenon, where employees are leaving jobs at the lowest rate since 2015, is further driving down hiring levels [11] - The company remains confident in the long-term health of the US labor market and sees the end of the "Great Stay" as a future tailwind [11] Other Important Information - The company launched Breakroom in the UK and is working on its US launch, expected in 2025 [48] - New products like ZipIntro and the next-generation resume database are in the value maximization phase and are expected to contribute revenue in 2025 [49][50] Q&A Session Summary Question: Vertical performance and early-cycle verticals - Healthcare remained robust, while transportation, storage, travel, and leisure were weaker [31][32] - Finance and technology, early-cycle verticals, were in the middle of the performance spectrum [33] Question: Enterprise customer performance - Enterprise customers were more robust than SMBs, with performance marketing revenue ticking up to 22% [35] Question: The "Great Stay" and its potential end - The quit rate has fallen by more than one-third since January 2022, driven by factors like above-market salaries, perks, and low mortgage rates [39][40] - The company expects hiring to resume as the economy returns to a steady state [41] Question: Q4 guidance and seasonal slowdown - Q4 guidance accounts for both seasonal decline and continued labor market softness [45] Question: Breakroom launch timeline and monetization - Breakroom is performing well in the UK, with a US launch expected in 2025 [48] - New products like ZipIntro and the resume database are in the value maximization phase and will contribute revenue in 2025 [49][50] Question: Balancing investments and margin profile - The company maintains a low to mid-teens margin profile by responding dynamically to the labor market environment [54] Question: Job seeker traffic growth and its impact - Job seeker growth improves new business acquisition, matching technology, and customer retention [56] - The company has seen steady increases in job seeker traffic over the past two years, outperforming competitors [58] Question: Employer return trends and marketing impact - Brand awareness above 80% drives organic employer returns, especially among SMBs with intermittent hiring needs [59] - The company expects marketing and sales expenses to decrease over time as the business matures [59]

Veracyte, Inc. (NASDAQ:VCYT) Q3 2024 Earnings Conference Call November 6, 2024 4:30 PM ET Company Participants Shayla Gorman - Senior Director, Investor Relations Marc Stapley - Chief Executive Officer Rebecca Chambers - Chief Financial Officer Conference Call Participants Subbu Nambi - Guggenheim Securities Andrew Brackmann - William Blair Lu Li - UBS Tejas Savant - Morgan Stanley Sung Ji Nam - Scotiabank Thomas DeBourcy - Nephron Research Mike Matson - Needham Puneet Souda - Leerink Partners Operator Good ...

Viasat, Inc. (NASDAQ:VSAT) Q2 2025 Earnings Call November 6, 2024 5:30 PM ET Company Participants Lisa Curran - Vice President, Investor Relations Mark Dankberg - Chairman and Chief Financial Officer Guru Gowrappan - President Gary Chase - Chief Financial Officer Shawn Duffy - Chief Accounting Officer Conference Call Participants Edison Yu - Deutsche Bank Ric Prentiss - Raymond James Sebastiano Petti - JPMorgan Simon Flannery - Morgan Stanley Mike Crawford - B. Riley Securities Chris Quilty - Quilty Space R ...