Lululemon Athletica Inc. (NASDAQ:LULU) Q4 2024 Earnings Conference Call March 27, 2025 4:30 PM ET Company Participants Howard Tubin - VP, IR Calvin McDonald - CEO Meghan Frank - CFO Conference Call Participants Alex Straton - Morgan Stanley Brooke Roach - Goldman Sachs Dana Telsey - Telsey Group Lorraine Hutchinson - Bank of America Matthew Boss - JPMorgan Janine Stichter - BTIG Aneesha Sherman - Bernstein Michael Binetti - Evercore John Kernan - TD Cowen Paul Lejuez - Citi Research Ike Boruchow - Wells Far ...

Braze, Inc. (NASDAQ:BRZE) Q4 2025 Earnings Conference Call March 27, 2025 4:30 PM ET Company Participants Christopher Ferris - Head of IR William Magnuson - Co-Founder and CEO Isabelle Winkles - CFO Conference Call Participants Ryan MacWilliams - Barclays Arjun Bhatia - William Blair David Hynes - Canaccord Genuity Gabriela Borges - Goldman Sachs Brent Bracelin - Piper Sandler Brian Peterson - Raymond James Derrick Wood - TD Cowen Nick Altmann - Scotiabank Scott Berg - Needham Taylor McGinnis - UBS Michael ...

The Beachbody Company, Inc. (NYSE:BODI) Q4 2024 Earnings Conference Call March 27, 2025 5:00 PM ET Company Participants Bruce Williams ??? Managing Director-ICR Mark Goldston ??? Executive Chairman Carl Daikeler ??? Co-Founder and Chief Executive Officer Brad Ramberg ??? Interim Chief Financial Officer Conference Call Participants Susan Anderson ??? Canaccord Genuity JP Wollam ??? ROTH Capital Partners Gowshi Sri ??? Singular Research Operator Good afternoon. Thank you for attending today’s Beachbody Compan ...

Direct Digital Holdings, Inc. (NASDAQ:DRCT) Q4 2024 Earnings Conference Call March 27, 2025 5:00 PM ET Corporate Participants Brett Milotte - Investor Relations, ICR Mark Walker - Chairman and Chief Executive Officer Diana Diaz - Chief Financial Officer Conference Call Participants Dan Kurnos - The Benchmark Company Michael Kupinski - NOBLE Capital Markets Operator Thank you for standing by. Welcome to the Direct Digital Holdings Fourth Quarter and Full Year 2024 Earnings Call. All lines have been placed on ...

Unusual Machines, Inc. (NYSE:UMAC) Q4 2024 Earnings Conference Call March 27, 2025 4:30 PM ET Company Participants Allan Evans – Chief Executive Officer Brian Hoff – Chief Financial Officer Conference Call Participants John Roy – Water Tower Research Operator Okay. Good afternoon, everyone, and welcome to Unusual Machines’ Fourth Quarter and Full Year ended December 31, 2024 Earnings Conference Call and Webcast. With us today are Unusual Machines’ CEO, Allan Evans; and CFO, Brian Hoff. Following today’s rem ...

VirTra, Inc. (NASDAQ:VTSI) Q4 2024 Earnings Conference Call March 27, 2025 4:30 PM ET Company Participants John Givens ??? Chief Executive Officer Alanna Boudreau ??? Chief Financial Officer Conference Call Participants Jaeson Schmidt ??? Lake Street Capital Markets Richard Baldry ??? ROTH Capital Partners Operator Good afternoon, and welcome to VirTra’s Fourth Quarter and Full Year 2024 Earnings Call. My name is Diego, and I will be your operator for today’s call. Joining us for today’s presentation are th ...

GeoVax Labs, Inc. (NASDAQ:GOVX) Q4 2024 Earnings Conference Call March 27, 2025 4:30 PM ET Company Participants Max Gadicke - Precision AQ, Investor Relations David Dodd - Chairman, President & CEO Mark Reynolds - Chief Financial Officer Kelly McKee - Chief Medical Officer John Sharkey - Vice President, Business Development Conference Call Participants Jonathan Aschoff - ROTH Capital Partners Robert LeBoyer - Noble Capital Markets Laura Suriel - Alliance Global Partners Operator Good afternoon. And welcome ...

Financial Data and Key Metrics Changes - For Q4 2024, total revenue grew by 40% year over year to $33.2 million, with adjusted net income increasing by 126% to $13.4 million and adjusted EBITDA rising by 51% to $16.6 million [9][10][24] - For the full year 2024, total revenue increased by 69% to $111.9 million, adjusted net income grew by 58% to $46.5 million, and adjusted EBITDA rose by 57% to $61.6 million [10][24][29] - Adjusted EBITDA margin for Q4 was 50%, compared to 47% in the prior year, while for the full year, it was 55%, down from 59% [27][29] Business Line Data and Key Metrics Changes - The company completed two strategic acquisitions, Carlisle Management Company and FCF Advisors, adding approximately $2.6 billion in assets under management [12][13] - Policy originations increased by 63% to 1,034 in 2024, with capital deployed exceeding $344 million [10][19] Market Data and Key Metrics Changes - The company reported a strong liquidity position with cash and cash equivalents of $128.8 million and outstanding long-term debt of $342.4 million as of December 31, 2024 [28] - The company anticipates a strong 2025, projecting adjusted net income between $70 million and $78 million, implying growth of 51% to 68% [11][29] Company Strategy and Development Direction - The company aims to solidify its position as a leader in the alternative asset management space, leveraging proprietary technology and data to capture market opportunities [21][32] - The rebranding to Abacus Global Management reflects the company's evolution and global market presence, enhancing its offerings to institutional investors [16][21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth opportunities ahead, citing a favorable market environment for both policy origination and investor interest in unique assets [66][72] - The company is well-positioned for 2025, with a focus on integrating acquisitions and expanding its asset management capabilities [19][29] Other Important Information - The company raised $181.7 million in additional equity and secured a $150 million debt-financing facility to support growth initiatives [19][20] - The company has initiated a new ETF, the Abacus FCF Small Cap Leaders ETF, and reduced management fees across its ETFs [15][19] Q&A Session Summary Question: Key swing factors in guidance assumptions - Management clarified that the guidance range does not depend on a full draw of the remaining $50 million on the revolver, emphasizing strong origination and integration of asset management [34][36] Question: Update on direct channel metrics post-advertising shift - Management confirmed that advertising was not paused but targeted to non-swing states, resulting in continued positive impacts on policy origination [37][39] Question: Deployment of capital from recent equity and debt offerings - Management indicated significant deployment of capital in Q4 and a strong position for Q1, with expectations for continued positive results [42][44] Question: Strategy for holding policies on the balance sheet - Management stated that policies on the balance sheet are expected to hover around $370 million to $450 million, with a target of two turns per year on average [50][52] Question: Update on the carrier buyback program - Management reported ongoing expansion of the carrier buyback program and positive expectations for 2025 [57][60] Question: Changes in behavior of individuals life settling policies - Management noted that market volatility tends to increase interest in liquidity options, positively impacting origination [61][66] Question: Year-end AUM at Carlisle and FCF - Management expressed optimism about AUM growth for both entities, citing strong interest and favorable market conditions [69][72]

Lantern Pharma Inc. (NASDAQ:LTRN) Q4 2024 Earnings Conference Call March 27, 2025 4:30 AM ET Company Participants Panna Sharma - President and CEO David Margrave - Chief Financial Officer Kishor Bhatia - Chief Scientific Officer Conference Call Participants Operator Good afternoon, and welcome to our Fourth Quarter and Year End 2024 Earnings Call. As a reminder, this call is being recorded, and all attendees are in a listen-only mode. We will open the call for questions-and-answers after our management's pr ...

Spero Therapeutics, Inc. (NASDAQ:SPRO) Q4 2024 Earnings Conference Call March 27, 2025 4:30 PM ET Company Participants Shai Biran - Senior Director Investor Relations Esther Rajavelu - Interim Chief Executive Officer, Chief Financial Officer Tim Keutzer - Chief Operating Officer Conference Call Participants Gavin Clarke-Gartner - Evercore ISI Athena Chin - TD Cowen Operator Good afternoon, and welcome to the Spero Therapeutics Fourth Quarter and Full Year 2024 Earnings Conference Call. At this time, all par ...