Data Storage (NasdaqCM:DTST) Q3 2025 Earnings Call November 19, 2025 10:00 AM ET Company ParticipantsAlexandra Schilt - Investor RelationsChuck Piluso - Chairman and CEOChris Panagiotakos - CFOConference Call ParticipantsMatthew Galinko - SVP and Senior Equity Research AnalystNone - AnalystOperatorGreetings and welcome to the Data Storage Corporation Third Quarter Earnings Conference Call. At this time, all participants are on a listen-only mode. A question-and-answer session will follow the formal presenta ...

Summary of Ziff Davis Conference Call Company Overview - Ziff Davis is a digital media and internet company with a portfolio of content and ad-supported brands, subscription-supported software brands, and subscription-supported data businesses [4][5] - The company has a history of growth through systematic acquisitions over the past 15 years [4] Financial Performance and Strategic Initiatives - Approximately 60% of Ziff Davis's revenue comes from advertising, with the remainder from subscriptions and licensing [4] - The company is currently exploring value-creating opportunities, including potential divestitures, due to a perceived disconnect between its market valuation and intrinsic value [5][8] - Ziff Davis is trading at roughly three to four times EBITDA, despite having strong growth and margins [7][8] Segment Performance - **Health and Wellness**: This is the largest segment, showing a 13% top-line growth in Q3 and 18% adjusted EBITDA growth. The segment benefits from a robust pharma market and digital commercialization trends [11][12] - **Connectivity**: The Ookla business, which includes Speedtest, is undergoing a reset with new leadership and is expected to return to growth, projecting a low double-digit growth rate for the upcoming year [13][14] - **Cybersecurity and MarTech**: The cybersecurity segment, including Viper and IPVanish, is returning to growth, although it has taken longer than expected [15] - **Tech and Shopping**: This segment experienced a decline in Q3, primarily due to winding down a part of the business, but is expected to stabilize [15][16] - **Gaming and Entertainment**: This segment is characterized by volatility due to game release cycles but remains a strong brand with IGN Entertainment [17] AI and Market Trends - Ziff Davis generates about one-third of its revenue from web traffic, with search-related revenue accounting for mid-teens percentage of total revenue [23] - The company is observing increased search volume driven by AI, but also significant volatility in search rankings, which impacts traditional publishers [24][25] - Ziff Davis is focused on maintaining trust in content quality amidst the rise of AI-generated content [26] Product Development and Innovation - Ziff Davis is integrating AI into its products, such as the Lose It app, which uses visual technology for food logging, enhancing user engagement and retention [28][29] - The company is developing AI-based insight and ad platforms, leveraging audience signals for market research and ad targeting [30][34] Capital Allocation and M&A Strategy - Ziff Davis prioritizes M&A, having closed seven deals in the current year, while also investing heavily in stock buybacks [41][42] - The company is selective in M&A to ensure cash flow generation aligns with risk-reward profiles [41] - Recent investments in connectivity products aim to expand market presence and address customer needs [43][45] Conclusion - Ziff Davis is actively exploring ways to unlock value within its portfolio while maintaining a focus on growth through both organic and inorganic means. The company is optimistic about its segments, particularly health and wellness, and is strategically investing in AI and product development to enhance its market position [38][39][40]

Williams-Sonoma (NYSE:WSM) Q3 2026 Earnings Call November 19, 2025 10:00 AM ET Company ParticipantsSteven Zaccone - Director of Equity Research and Retail Broadlines and HardlinesMax Rakhlenko - TD CowenLaura Alber - CEOJeff Howie - CFOJeremy Brooks - Chief Accounting Officer and Head of Investor RelationsPeter Benedict - Managing Director of Equity ResearchChuck Grom - Managing DirectorOliver Wintermantel - Managing DirectorSameer Hassan - Chief Technology and Digital OfficerConference Call ParticipantsNon ...

Williams-Sonoma (NYSE:WSM) Q3 2026 Earnings Call November 19, 2025 10:00 AM ET Company ParticipantsSteven Zaccone - Director of Equity Research and Retail Broadlines and HardlinesMax Rakhlenko - TD CowenLaura Alber - CEOJeff Howie - CFOJeremy Brooks - Chief Accounting Officer and Head of Investor RelationsPeter Benedict - Managing Director of Equity ResearchChuck Grom - Managing DirectorOliver Wintermantel - Managing DirectorSameer Hassan - Chief Technology and Digital OfficerConference Call ParticipantsNon ...

Algorhythm Holdings (NasdaqCM:RIME) Q3 2025 Earnings Call November 19, 2025 10:00 AM ET Company ParticipantsGary Atkinson - CEOAlex Andre - CFOConference Call ParticipantsEric Nickerson - Research AnalystOperatorGood day, everyone, and welcome to the Algorhythm Holdings Third Quarter 2025 Financial Results Earning Call. My name is Elvis, and I'll be your operator today. As a reminder, this call is being recorded. We have a brief safe harbor statement, and then we'll get started. This call contains forward-l ...

Data Storage (NasdaqCM:DTST) Q3 2025 Earnings Call November 19, 2025 10:00 AM ET Company ParticipantsAlexandra Schilt - Investor RelationsChuck Piluso - Chairman and CEOChris Panagiotakos - CFOConference Call ParticipantsMatthew Galinko - SVP and Senior Equity Research AnalystNone - AnalystOperatorGreetings and welcome to the Data Storage Corporation third-quarter earnings conference call. At this time, all participants are on a listen-only mode. A question-and-answer session will follow the formal presenta ...

Sociedad Química y Minera de Chile (NYSE:SQM) Q3 2025 Earnings Call November 19, 2025 10:00 AM ET Company ParticipantsMark Fones - Vice President of Strategies and M&A LithiumCarlos Díaz Ortiz - General Manager Lithium Potassium DivisionPablo Hernandez - VP of Strategy and DevelopmentPablo Altimiras - General Manager Nitrates Iodine DivisionAndrés Fontannaz - Commercial Vice PresidentGerardo Andrés Illanes González - Vice President of Strategies and M&A Lithium and CFORicardo Ramos - General Manager and CEO ...

Williams-Sonoma (NYSE:WSM) Q3 2026 Earnings Call November 19, 2025 10:00 AM ET Speaker1Welcome to the Williams-Sonoma Third Quarter Fiscal 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the conclusion of the prepared remarks. I would now like to turn the call over to Jeremy Brooks, Chief Accounting Officer and Head of Investor Relations. Please go ahead.Speaker0Good morning, and thank you for joining our Third Quarter Earnin ...

FINANCIAL RESULTS Q3 2025 November 2025 Forward-Looking Statements This presentation contains certain forward-looking statements. These statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Such statements may include statements concerning the Company's plans, objectives, goals, strategies, future events or performance, and underlying assumptions and other statements, which are other than statements of historical facts, identified by words such a ...

v Phase 2 Strategy Update November 19, 2025 1 Forward-Looking Statements and Non-GAAP Financial Measures This presentation contains "forward-looking statements," within the meaning of the federal securities law, as well as forward-looking projections about our business, prospects and other information, as well as hypothetical business models, which are based on management's current expectations as of the date of this presentation. Statements that are not historical facts, including statements about our beli ...