DXC Technology (DXC) Q4 2025 Earnings Call May 14, 2025 05:00 PM ET Company Participants Roger Sachs - Vice President, Investor RelationsRaul Fernandez - President & CEORob Del Bene - CFOJonathan Lee - Managing Director, Equity ResearchPaul Obrecht - Equity Research AssociateRod Bourgeois - Head of Research Conference Call Participants Bryan Bergin - AnalystJames Faucette - AnalystKeith Bachman - Senior Research AnalystTyler DuPont - AnalystJamie Friedman - Senior FinTech and IT Services Research Analyst Op ...

The Oncology Institute (TOI) Q1 2025 Earnings Call May 14, 2025 05:00 PM ET Company Participants Mark Hueppelsheuser - General CounselDaniel Virnich - Chief Executive OfficerRob Carter - Chief Financial OfficerDavid Larsen - Managing DirectorYuan Zhi - Managing DirectorBill Sutherland - Director of Research Conference Call Participants Robert Leboyer - Senior Biotechnology Analyst Operator Good afternoon, and welcome to the Oncology Institute's First Quarter twenty twenty five Earnings Conference Call. Toda ...

Spire Global (SPIR) Q1 2025 Earnings Call May 14, 2025 05:00 PM ET Company Participants Ben Hackman - Head-Investor RelationsTheresa Condor - CEOAlison Engel - CFOErik Rasmussen - Vice PresidentBrian Kinstlinger - MD, Director of Research & Head of Technology ResearchAustin Moeller - Director - Equity ResearchChris Quilty - Co-CEO & President Conference Call Participants Jeffrey Meuler - AnalystJeff Van Rhee - Partner & Senior Analyst - Equity Research Operator Please note this conference is being recorded. ...

Jack in the Box (JACK) Q2 2025 Earnings Call May 14, 2025 05:00 PM ET Company Participants Chris Brandon - VP - IRLance Tucker - CEODawn Hooper - Interim Principal Financial OfficerPatrick Johnson - Equity Research AssociateRyan Ostrom - Chief Customer & Digital OfficerLauren Silberman - DirectorAndrew Charles - Managing DirectorDennis Geiger - Executive Director - Equity Research Conference Call Participants Brian Mullan - Director & Senior Research AnalystLogan Reich - AnalystBrian Harbour - AnalystJeffre ...

STRATA Skin Sciences (SSKN) Q1 2025 Earnings Call May 14, 2025 05:00 PM ET Company Participants Jules Abraham - Managing Director - CommunicationsDolev Rafaeli - President, CEO & Vice-ChairmanJohn Gillings - VP of FinanceJeffrey Cohen - MD - Equity Research Conference Call Participants Jeremy Pearlman - Equity Analyst Operator Good afternoon, and welcome to the Strata Skin Sciences First Quarter twenty twenty five Financial Results Conference Call. All participants will be in a listen only mode. After today ...

eGain (EGAN) Q3 2025 Earnings Call May 14, 2025 05:00 PM ET Company Participants Jim Byers - DirectorAshutosh Roy - Co-Founder, Executive Chairman, CEO & PresidentEric Smit - CFO Conference Call Participants Richard Baldry - MD & Senior Research AnalystDaniel Hibshman - Research Analyst Operator Please note this event is being recorded. I would now like to turn the conference over to Jim Byers, Pondell Investor Relations. Please go ahead. Jim Byers Thank you, operator, and good afternoon, everyone. Welcome ...

IREN (IREN) Q3 2025 Earnings Call May 14, 2025 05:00 PM ET Company Participants Mike Power - Director- Investor RelationsDaniel Roberts - Co-Founder, Co-CEO & DirectorKent Draper - Chief Commercial OfficerBelinda Nucifora - Chief Financial OfficerReginald Smith - Senior Associate Conference Call Participants Nick Giles - Senior Research AnalystDarren Aftahi - Senior Research Analyst-Internet, Media and Enabling Technologies Operator I would now like to hand the conference over to your speaker today, Mike Po ...

Financial Data and Key Metrics Changes - For Q1 2025, net revenue was $15.4 million, down from $20.2 million in Q1 2024, reflecting a 24% decline primarily due to SKU rationalization and reduced consumer demand [7][26] - Adjusted EBITDA loss improved slightly to $2.5 million from $2.6 million year-over-year, indicating a focus on profitability despite revenue decline [7][29] - Operating loss narrowed to $3.7 million from $5.3 million in the previous year, an improvement of approximately 30% driven by cost-cutting initiatives [28][29] Business Line Data and Key Metrics Changes - The overall gross margin for Q1 decreased to 61.4% from 65.1% year-over-year, primarily due to product mix changes [27] - Contribution margin for Q1 was 13.4%, down from 14.1% in the previous year, reflecting the reduction in gross margin [28] - Launch revenue for Q1 was $400,000, consistent with the previous year, indicating stability in new product introductions despite broader challenges [26] Market Data and Key Metrics Changes - The company experienced softness in consumer demand, particularly in the latter part of the quarter, which may have impacted sales velocity [7][26] - Inventory levels increased to $18.1 million from $13.7 million at the end of Q4 2024, reflecting preparations for anticipated demand trends [30] Company Strategy and Development Direction - The company is focusing on four strategic initiatives: diversifying manufacturing, expanding into consumables, raising prices, and reducing fixed costs [9][21] - A new goal is to manufacture no more than 30% of goods in China by the end of 2025, accelerating previous targets [11] - The company has paused new product launches from Asia, particularly hard electronic goods, until clarity on the trade environment is achieved [14] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the current macroeconomic environment and emphasized the importance of agility and resilience [8][20] - The company has withdrawn its 2025 guidance due to current volatility but believes actions taken will position it for growth and profitability beyond 2025 [19][31] - Management remains committed to preserving capital and does not foresee raising equity capital in 2025 [18][32] Other Important Information - The share repurchase program has been paused due to the current environment, but management believes the stock is undervalued [18][50] - The company is targeting $5 million to $6 million in annualized savings from fixed cost reductions, with a significant portion coming from headcount reductions [15][25] Q&A Session Summary Question: Can you talk about your inventory plans in the near and medium term given the China tariffs? - Management indicated that they have been proactive in managing inventory and are well-positioned to produce necessary products for 2025 despite tariff uncertainties [36][37] Question: How have consumers reacted to the pricing changes? - Management noted mixed results in consumer response to price increases, with some products maintaining strong rankings despite price adjustments [42][44] Question: Is there a way to speed up the diversification strategy in manufacturing? - Management committed to accelerating the diversification strategy while ensuring product quality, focusing on consumables and other regions [46]

Grove Collaborative (GROV) Q1 2025 Earnings Call May 14, 2025 05:00 PM ET Company Participants Jeff Yurcisin - Chief Executive OfficerTom Siragusa - Interim CFO Conference Call Participants Susan Anderson - Managing Director & Senior Analyst Operator Good afternoon, and thank you for standing by. Welcome to Grove Collaborative Holdings Incorporated First Quarter twenty twenty five Earnings Conference Call. At this time, all lines have been placed on mute to prevent any background noise. Following the speake ...

zSpace (ZSPC) Q1 2025 Earnings Call May 14, 2025 05:00 PM ET Company Participants Greg Robles - Investor Relations Senior AssociatePaul Kellenberger - CEO & ChairpersonErick DeOliveira - CFOAlexander Paris - President & SMDJared Osteen - Equity Research AssociateNehal Chokshi - Managing Director Operator Good day, everyone. Thank you for participating in today's conference call to discuss zSpace's financial results for the first quarter ending 03/31/2025. Joining us today are zSpace CEO, Paul Kellenberger C ...