Nuvve (NVVE) Q1 2025 Earnings Call May 15, 2025 05:00 PM ET Company Participants Gregory Poilasne - Co-Founder, CEO & DirectorDavid Robson - CFO Operator Good morning, and welcome to the Nuvae Holding Corporation First Quarter twenty twenty five Earnings Conference Call. On today's call are Greg Blasney, Chief Executive Officer and David Robsons, Chief Financial Officer of Nuvi. Earlier today, NuVey issued a press release announcing its first quarter twenty twenty five results. Following prepared remarks, w ...

LightPath (LPTH) Q3 2025 Earnings Call May 15, 2025 05:00 PM ET Company Participants Sam Rubin - President and CEOAlbert Miranda - CFOBrian Kinstlinger - MD, Director of Research & Head of Technology Research Conference Call Participants Glenn Mattson - AnalystJaeson Schmidt - Director of Research - Senior Research AnalystRichard Shannon - Senior Research AnalystScott Buck - Managing Director & Senior Technology Analyst Operator Good afternoon, ladies and gentlemen. Thank you for standing by. Welcome to Lig ...

Amplitech Group (AMPG) Q1 2025 Earnings Call May 15, 2025 05:00 PM ET Company Participants Jorge Flores - Chief Operating OfficerFawad Maqbool - Founder, Chairman, President, CEO, CTO & Treasurer Conference Call Participants Jack Vander Aarde - SVP & Senior Research AnalystVishal Mishra - Research Analyst Operator Good afternoon, and welcome to the Ambly Tech Group's First Quarter twenty twenty five Investors Update Call. Today's call will cover the company's financial results and strategic progress for the ...

Financial Data and Key Metrics Changes - The company reported Q4 revenue of $138 million, which is 4% above the high end of guidance and represents a 17% year-over-year increase [7][17] - For the full fiscal year, revenue reached $570 million, growing 20% year-over-year [7][17] - Adjusted EBITDA for Q4 was $70 million, with a margin of 50%, exceeding guidance by 10% [8][19] - Free cash flow for Q4 was $97 million, up 56% year-over-year, and for the full year, it was $267 million, an increase of 50% year-over-year [8][20] Business Line Data and Key Metrics Changes - The top 20 clients grew revenue by 23% in fiscal 2025, indicating strong performance from the largest customers [7][18] - The company ended the quarter with 116 customers contributing at least $500,000 each in subscription-based revenue, a 17% increase from the previous year [18] - Non-GAAP gross margin for Q4 was 91%, flat year-over-year, while for the full year, it was 92% compared to 91% last year [19] Market Data and Key Metrics Changes - The company expects the Pharma HCP digital market to grow at approximately 5% to 7% in the upcoming year, with the company anticipating to grow at roughly twice the market rate [24] - The company has under 70% of its initial subscription-based revenue guidance under contract, reflecting a cautious approach to macroeconomic uncertainties [24][111] Company Strategy and Development Direction - The company is focusing on multi-module integrated offerings, which have led to larger deal sizes and more efficient launch timelines [17][23] - There is a strong emphasis on AI investments to enhance tools for members and clients, with expectations of significant long-term benefits [25] - The company aims to maintain its competitive position in the Pharma business, which is expected to remain the fastest-growing segment [24] Management's Comments on Operating Environment and Future Outlook - Management has not observed any signs of market slowdown but acknowledges the potential for macroeconomic uncertainties to impact client spending [27][41] - The mood among pharma clients is described as cautiously optimistic, with excitement around AI tools [31][41] - The company is preparing for a tougher year-over-year comparison due to the transition to earlier program launches [23] Other Important Information - The company repurchased $26.8 million worth of shares in Q4 and $116.2 million for the full fiscal year [20] - The company is excited about the potential of AI to improve efficiency and drive growth, viewing it as a critical component of future strategy [25][91] Q&A Session Summary Question: How are customer conversations regarding spending in the current macro environment? - Management has not seen signs of a market slowdown yet, but there is cautious optimism among clients regarding AI tools [27][28] Question: What is the expected payback period for AI investments? - The company is still in early stages of understanding AI's impact on efficiency and margins, but they are already seeing positive results from AI investments [32][34] Question: How does the company view the impact of potential drug pricing constraints? - There has been no direct feedback from clients regarding the No Handouts for Drug Advertisements Act, but the company is focused on transparency and accessibility [56] Question: What is the outlook for the point of care solutions? - The company sees point of care as a diversified channel with significant growth potential, and clients are increasingly leaning into this area [90] Question: How does the company view the revenue cadence throughout the year? - The company expects a more stable revenue growth cadence due to integrated programs and anticipates Q3 to be the highest quarter due to upselling [101][102]

Park Aerospace (PKE) Q4 2025 Earnings Call May 15, 2025 05:00 PM ET Company Participants Brian Shore - Chairman & CEOMark Esquivel - President & COO Conference Call Participants None - Analyst Operator Good day. My name is Claudia Guntit, and I will be your conference operator today. At this time, I would like to welcome everyone to Park Aerospace Corp. Fourth Quarter FY 'twenty five Earnings Release Conference Call and Investor Presentation. At this time, I will turn today's call over to Mr. Brian Shaw, Ch ...

Financial Data and Key Metrics Changes - Revenue in Q1 2025 grew 28.2% year over year to $328.5 million [21] - Same restaurant sales increased by 10.8%, driven by a traffic growth of 7.5% [21] - Adjusted EBITDA for the quarter was $44.9 million, a 34.6% increase compared to Q1 2024 [24] - Net income reached $25.7 million, an 83.7% increase over Q1 2024 [25] - Free cash flow for the quarter was $2.7 million [27] Business Line Data and Key Metrics Changes - Cava restaurant level profit was $82.3 million, representing 25.1% of revenue, compared to 25.2% in Q1 2024 [22] - The company opened 15 net new restaurants, bringing the total to 382 [21] Market Data and Key Metrics Changes - The company expanded its footprint to 26 states and the District of Columbia, entering Indiana and deepening its presence in Florida [9][10] - The performance in new markets, such as Indianapolis and South Florida, has exceeded expectations [78] Company Strategy and Development Direction - The company aims to reach at least 1,000 restaurants by 2032, focusing on community connection and Mediterranean hospitality [10] - The "Project Soul" initiative aims to enhance the in-restaurant experience through design improvements [10] - The company is launching a "Spice World" campaign to celebrate bold flavors while maintaining health-conscious offerings [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the brand's resilience despite macroeconomic uncertainties [6] - The company anticipates same restaurant sales growth of 6% to 8% for the full year 2025 [27] - Management noted strong consumer demand across all geographies and income strata, with no significant weakness observed [72] Other Important Information - The company has zero debt and $369.4 million in cash and investments, with access to a $75 million undrawn revolver [26] - The loyalty program has seen strong engagement, with nearly 8 million members and a 340 basis point increase in revenue from the program [15][36] Q&A Session Summary Question: Can you expand on the loyalty program and its engagement drivers? - Management noted a shift from a transaction-based model to a points-based system, which has increased engagement and participation [35] Question: What is the impact of the KDS rollout on throughput? - Management indicated that the new kitchen display systems enhance order management capabilities and improve order accuracy [39] Question: How is the brand performing in new markets? - Management reported strong performance in new markets, with restaurants in Indiana and South Florida exceeding expectations [78] Question: What is the outlook for restaurant margins? - Management highlighted that improved average unit volumes (AUV) contribute to margin expansion, while also focusing on reinvestment in team members and guest experience [56] Question: What are the expectations for menu innovation? - Management confirmed plans for a new protein introduction later in the year, indicating ongoing innovation efforts [48]

KORE Group (KORE) Q1 2025 Earnings Call May 15, 2025 05:00 PM ET Company Participants Vik Vijayvergiya - Vice President, Investor RelationsRonald Totton - President & CEOPaul Holtz - Executive VP, CFO & Treasurer Conference Call Participants Scott Searle - Managing Director, Senior Research AnalystLance Vitanza - MD & Senior Analyst Operator Greetings, and welcome to Core Group Holdings Incorporated First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A q ...

Precipio (PRPO) Q1 2025 Earnings Call May 15, 2025 05:00 PM ET Company Participants Ilan Danieli - Founder, President, CEO & Director Operator Welcome to the Precipio First Quarter twenty twenty five Shareholder Update Conference Call. All participants will be in listen only mode. Please note that the conference is being recorded. Statements made during this call contain forward looking statements about our business. You should not place undue reliance on forward looking statements as these statements are b ...

Innventure (INV) Q1 2025 Earnings Call May 15, 2025 05:00 PM ET Company Participants Lucas Harper - Chief Investment OfficerBill Haskell - CEO, Director & Board MemberDino Foderaro - Chief Revenue OfficerDave Yablunosky - CFO, Director & Board MemberNehal Chokshi - Managing Director Conference Call Participants Chip Moore - Managing Director & Senior Research Analyst Operator Hello, and welcome to InVenture First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a li ...

Vivos Therapeutics (VVOS) Q1 2025 Earnings Call May 15, 2025 05:00 PM ET Company Participants Brad Amman - CFOKirk Huntsman - Chairman & CEO Conference Call Participants Do Kim - Senior Biotech AnalystLucas Ward - Senior Research Analyst Operator Good day, everyone, and welcome to the Vivo Therapeutics First Quarter twenty twenty five Earnings Call. At this time, participants are in a listen only mode. A question and answer session will follow management's remarks. This conference call is being recorded and ...