Applied Materials (AMAT) Q2 2025 Earnings Call May 15, 2025 04:30 PM ET Company Participants Liz Morali - Vice President of Investor RelationsGary Dickerson - President & Chief Executive OfficerBrice Hill - Senior VP, CFO & leads Global Information ServicesCJ Muse - Senior Managing DirectorMelissa Weathers - Director - Equity ResearchHarlan Sur - Executive Director - Equity ResearchTimothy Arcuri - Managing DirectorKrish Sankar - Managing DirectorSrini Pajjuri - Managing DirectorTimm Schulze-Melander - Part ...

Quantum-Si (QSI) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Company Participants Katherine Atkinson - SVP - Commercial MarketsJeff Hawkins - President & CEOJeff Keyes - CFO Conference Call Participants Kyle Mikson - Managing Director & Senior Research AnalystScott Henry - Managing Director & Senior Research AnalystSwayampakula Ramakanth - Managing Director & Senior Equity Analyst Operator Day, and thank you for standing by. Welcome to the Quantum SI First Quarter twenty twenty five Earnings Call. At thi ...

Financial Data and Key Metrics Changes - The company reported a revenue growth of 6.8% in Q1 2025, marking the second consecutive quarter of year-over-year revenue growth [4] - First quarter net sales reached $13.4 million, with OEM net sales increasing by 10.8% to $8.1 million, while DTC segment revenue declined by approximately 3.6% to $5 million [18] - Gross profit increased by 12.5% to $3.9 million, and gross margin improved by 500 basis points to 29.4% [19] - The net loss for the quarter was $6.8 million, with a diluted loss per share of $0.93, compared to a net loss of $10.4 million and a diluted loss per share of $1.55 in the prior year [19] - Adjusted EBITDA improved to a loss of $3.6 million from a loss of $5.2 million in the previous year [19] Business Line Data and Key Metrics Changes - The OEM channel showed strong growth with a 10.8% increase in net sales, driven by broader integration of solutions at the factory level [4] - The DTC segment faced challenges, reflecting macroeconomic pressures that led to a decline in net sales [4][18] Market Data and Key Metrics Changes - The company highlighted its competitive advantage due to growing US-based production capabilities, which are crucial amid the volatile tariff landscape [8] - The strategic position is further strengthened by a lithium supply agreement with Pioneer, enhancing the company's ability to localize critical mineral supply chains [10] Company Strategy and Development Direction - The company is focusing on long-term growth through the OEM channel while optimizing its product development and rollout efforts [5] - A corporate optimization program has been launched to prioritize near-term revenue-generating opportunities and operational improvements [5][6] - The company aims to transition select components to North American-based sourcing and expand its domestic footprint [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating ongoing market volatility while delivering high-quality energy storage solutions [19] - The company anticipates net sales of approximately $14.8 million in Q2 2025, representing year-over-year growth of 12% [19] - Management acknowledged the impact of tariffs on operations and emphasized the importance of cash flow and profitability for future growth [28][30] Other Important Information - The company has increased production capacity without additional headcount through enhanced automation and operational efficiencies [6][7] - The dual flow power pack for the heavy-duty trucking market is highlighted as a key product that addresses current market needs [5][14] Q&A Session Summary Question: Updates on dry electrode manufacturing technology commercialization - Management confirmed ongoing development and interest from commercial partners, but emphasized a focus on near-term revenue and profitability [24][25] Question: Thoughts on cash balance and EBITDA guidance - Management indicated confidence in cash balance post-preferred equity deal and emphasized investments in near-term revenue growth [27][28] Question: Follow-up on EBITDA expectations for Q2 - Management explained that continued investments in product development and the impact of tariffs influenced the EBITDA guidance for Q2 [30]

Alliance Entertainment (AENT) Q3 2025 Earnings Call May 15, 2025 04:30 PM ET Company Participants Paul Kuntz - Director of CommunicationsJeff Walker - CEO and CFOAmanda Gnecco - Chief Accounting Officer Operator Greetings, and welcome to the Alliance Entertainment Fiscal twenty twenty five Third Quarter Financial Results Conference Call. At this time, all participants are in listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. ...

Duos Technologies Group (DUOT) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Company Participants Charles Ferry - CEO & DirectorAdrian Goldfarb - CFODan Weston - General Manager Conference Call Participants Mike Latimore - Managing Director & Senior Research AnalystEdward Woo - Director of Research & Senior Analyst Operator Good afternoon. Welcome to Duos Technologies First Quarter twenty twenty five Earnings Conference Call. Joining us today's call are Duos' CEO, Chuck Ferry and CFO, Adrian Goldfarb. Foll ...

Sensus Healthcare (SRTS) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Company Participants Tirth Patel - Vice President - IRJoseph Sardano - Co-Founder, Chairman and CEOMichael Sardano - President and General CounselJavier Rampolla - CFOYi Chen - Managing Director, Equity ResearchBen Haynor - Managing Director Conference Call Participants Jason Wittes - Managing Director & Senior Research AnalystJeremy Pearlman - Equity Analyst Operator Good day, and welcome to the Sensus Health Care First Quarter twenty ...

RenovoRx (RNXT) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Company Participants Valter Pinto - Managing DirectorRamtin Agah - Chief Medical Officer & FounderShaun R. Bagai - CEORonald B. Kocak - VP Controller & Principal Accounting Officer Conference Call Participants None - Analyst Operator Good afternoon, everyone, and welcome to the Renovo Rx q one twenty twenty five financial and operational highlights conference call. All participants will be in a listen only mode. After today's presentation, there ...

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 ...

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 ...