PetMed Express, Inc. (NASDAQ:PETS) Q2 2025 Earnings Conference Call November 6, 2024 4:30 PM ET Company Participants Reed Anderson - Investor Relations, ICR Sandra Campos - Chief Executive Officer and President Robyn D'Elia - Chief Financial Officer Conference Call Participants Ryan Meyers - Lake Street Capital Operator Greetings and welcome to PetMed Express Second Quarter Financial Results Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow ...

Osisko Gold Royalties Ltd (NYSE:OR) Q3 2024 Earnings Conference Call November 6, 2024 5:00 PM ET Company Participants Jason Attew - President & Chief Executive Officer Guy Desharnais - Vice President, Project Evaluation Conference Call Participants Ralph Profiti - Eight Capital Kerry Smith - Haywood Securities Tanya Jakusconek - Scotiabank Operator Good morning, ladies and gentlemen, and welcome to the Osisko Gold Royalties Q3 2024 Results Conference Call. After the presentation, we will conduct a question- ...

Grand Canyon Education, Inc. (NASDAQ:LOPE) Q3 2024 Earnings Conference Call November 6, 2024 4:30 PM ET Company Participants Dan Bachus - CFO Brian Mueller - Chairman and CEO Conference Call Participants Jeff Silber - BMO Capital Markets Steven Pawlak - Robert W. Baird Operator Good day, and thank you for standing by. Welcome to the Q3 2024 Grand Canyon Education Earnings Conference Call [Operator Instructions]. Please be advised that today's conference is being recorded. I would now like to hand the confe ...

Seer, Inc. (NASDAQ:SEER) Q3 2024 Earnings Conference Call November 6, 2024 4:30 PM ET Company Participants Carrie Mendivil - Investor Relations Omid Farokhzad - CEO and Chair David Horn - CFO and President Conference Call Participants Jaden Rismay - JP Morgan Operator Good day, and thank you for standing by. Welcome to the Seer, Inc. Third Quarter 2024 Earnings Conference Call [Operator Instructions]. Please be advised that today's conference is being recorded. I would now like to hand the conference over ...

Barrett Business Services, Inc. (NASDAQ:BBSI) Q3 2024 Earnings Conference Call November 6, 2024 5:00 PM ET Company Participants Gary Kramer - President and Chief Executive Officer Anthony Harris - Chief Financial Officer Conference Call Participants Jeff Martin - Roth Capital Partners Chris Moore - CJS Securities Vincent Colicchio - Barrington Research Marc Riddick - Sidoti & Company Operator Good afternoon, everyone, and thank you for participating today's conference call to discuss BBSI's Financial Result ...

NMI Holdings, Inc. (NASDAQ:NMIH) Q3 2024 Earnings Call November 6, 2024 5:00 PM ET Company Participants John Swenson - Investor Relations Brad Shuster - Executive Chairman Adam Pollitzer - President and Chief Executive Officer Aurora Swithenbank - Chief Financial Officer Conference Call Participants Terry Ma - Barclays Bose George - KBW Doug Harter - UBS Maxwell Fritscher - Truist Geoffrey Dunn - Dowling Rick Shane - JPMorgan Operator Good day, and welcome to the NMI Holdings Third Quarter 2024 Earnings Con ...

Gilead Sciences, Inc. (NASDAQ:GILD) Q3 2024 Earnings Conference Call November 6, 2024 4:30 PM ET Company Participants Daniel O'Day - Chairman, Chief Executive Officer Johanna Mercier - Chief Commercial Officer Merdad Parsey - Chief Medical Officer Andrew Dickinson - Chief Financial Officer Jackie Ross - Vice President, Investor Relations, Corporate Strategic Finance Cindy Perettie - Executive Vice President of Kite Conference Call Participants Courtney Breen - Bernstein Mike Yee - Jeffries Umer Raffat - E ...

Core Scientific, Inc. (NASDAQ:CORZ) Q3 2024 Earnings Conference Call November 6, 2024 4:30 PM ET Company Participants Steve Gitlin - Senior Vice President, Investor Relations Adam Sullivan - Chief Executive Officer Denise Sterling - Chief Financial Officer Conference Call Participants John Todaro - Needham & Company Jon Petersen - Jefferies Joseph Vafi - Canaccord Genuity Joe Flynn - Compass Point Research Brett Knoblauch - Cantor Fitzgerald Lucas Pipes - B. Riley Securities Tyler DiMatteo - BTIG Paul Goldi ...

Financial Data and Key Metrics - Revenue for Q2 2025 was $119 million, with EBITDA of $15.3 million, showing modest sequential growth [41] - ODS segment revenue reached $82.4 million, a 2% increase from the previous quarter but down 17% year-over-year [42] - AGP business revenue was $37.3 million, with brand revenues up 26% year-over-year and 13% sequentially [45] - Consolidated gross margin was 45%, down from 46% in Q1 and 47% in the same quarter last year [46] - Non-GAAP adjusted net income was $5 million, or $0.05 per share, compared to $13.9 million, or $0.13 per share, in Q2 2024 [49] - Cash balance at the end of the quarter was $32 million, a decrease of $3 million from the previous quarter [50] Business Line Performance - International ODS revenues improved nearly 25% year-over-year, driven by better RPDs and new supply [15] - SingleTap licensing product continued to grow, expanding relationships with multiple partners [16] - AGP business saw double-digit sequential growth, with year-over-year growth exceeding 25% [18] - DTX revenues on non-gaming applications nearly doubled over the past year [22] - SDK bidding now accounts for approximately 70% of total impressions on the exchange, up from 5% a year ago [29] Market Performance - U.S. device sales declined, with Q2 device volumes experiencing the largest year-on-year percentage decline in the past four quarters [43] - International markets showed growth, particularly in the EU and Latin America, driven by partnerships like ONE Store [11][34] - Regulatory developments in the EU, Japan, Korea, India, and the U.S. are expected to create growth opportunities for alternative app distribution [33][36] Strategic Direction and Industry Competition - The company is focusing on growth and efficiency, with key drivers being expanding device footprint, improving product portfolio, and leveraging first-party data [24][25] - A multiyear agreement with a Tier 1 U.S. operator and the ONE Store partnership are expected to be significant growth catalysts [11][26] - The company is transitioning from waterfall bidding to SDK bidding, with investments in AI, machine learning, and first-party data to drive brand revenues [28][30] - Alternative app distribution is a critical growth initiative, with the launch of DT Hub in the U.S. and plans to expand in the EU and Latin America [34][35] Management Commentary on Operating Environment and Future Outlook - The company expects the trend of declining U.S. device sales to reverse in 2025, driven by new AI features on OEM hardware and the migration from two- to three-year leases [17] - Management emphasized the importance of improving execution to capitalize on the enormous market opportunity in front of the company [12] - The company is optimistic about the future, with a focus on strengthening the financial position, driving top-line and free cash flow growth, and achieving full potential [59] Other Important Information - The company has initiated a transformation program aimed at achieving more than $25 million in annual cost reductions, with $15 million already achieved in the current quarter [10][55] - The company plans to reinvest a portion of the savings into strategic growth areas, such as the alternative app business [55] - The company expects revenue for fiscal year 2025 to be in the range of $475 million to $485 million, with non-GAAP adjusted EBITDA between $65 million and $70 million [57] Q&A Session Question: Phone Activation and Performance Advertising - The company is seeing growth from new international partners but is still facing headwinds from declining U.S. device sales and reduced software updates [62] - Performance DSPs are executing their own supply path optimization strategies, which has impacted the company's performance advertising business [64] Question: RPD and Strategic Alternatives - RPDs improved outside the U.S. but declined slightly in the U.S. due to software update issues [67] - The company's focus is on executing its current strategy rather than exploring strategic alternatives [68]

Sinclair, Inc. (NASDAQ:SBGI) Q3 2024 Earnings Conference Call November 6, 2024 4:30 PM ET Company Participants Chris King - Vice President of Investor Relations Christopher Ripley - President and Chief Executive Officer Robert Weisbord - Chief Operating Officer and President of Local Media Lucy Rutishauser - Executive Vice President and Chief Financial Officer Conference Call Participants Steven Cahall - Wells Fargo Securities, LLC Daniel Kurnos - The Benchmark Company Barton Crockett - Rosenblatt Securitie ...