P3 Health Partners Inc. (NASDAQ:PIII) Q4 2024 Earnings Conference Call March 27, 2025 4:30 PM ET Company Participants Ryan Halsted - IR Aric Coffman - CEO Leif Pedersen - CFO Amir Bacchus - Chief Medical Officer Conference Call Participants Josh Raskin - Nephron Research David Larsen - BTIG Ryan Langston - TD Cowen Jack Senft - William Blair Operator Good day and welcome to the P3 Health Partners’ Fourth Quarter 2024 Earnings Conference Call. All participants will be in a listen-only mode. [Operator Instruc ...

Better Choice Company Inc. (NYSE:BTTR) Q4 2024 Results Conference Call March 27, 2025 4:30 PM ET Company Participants Valter Pinto - Managing Director, KCSA Strategic Communications Kent Cunningham - Chief Executive Officer Nina Martinez - Chief Financial Officer Operator Good afternoon, and welcome to the Better Choice 2024 Fourth Quarter Financial Results Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Valter Pinto, Managin ...

Tsakos Energy Navigation Limited (NYSE:TEN) Q4 2024 Earnings Conference Call March 27, 2025 11:00 AM ET Company Participants Nicolas Bornozis - Investor Relations, Capital Link Takis Arapoglou - Chairman of the Board Nikolas Tsakos - Founder & Chief Executive Officer George Saroglou - President & Chief Operating Officer Harrys Kosmatos - Co-Chief Financial Officer Conference Call Participants Poe Fratt - Alliance Global Partners Climent Molins - Value Investor's Edge Operator Good morning to all. Thank you ...

INmune Bio, Inc. (NASDAQ:INMB) Q4 2024 Results Conference Call March 27, 2025 4:30 PM ET Company Participants David Moss - CFO Raymond Tesi - CEO & Co-Founder Mark Lowdell - Chief Scientific Officer Christopher Barnum - Head of Neuroscience Conference Call Participants George Farmer - Scotiabank Thomas Shrader - BTIG Denis Reznik - Raymond James Elemer Piros - Rodman James Molloy - Alliance Global Partners Operator Greetings, and welcome to the INmune Bio’s. 2024 Fourth Quarter and Full Year Earnings Call. ...

Financial Data and Key Metrics Changes - Preliminary revenues for Q4 2024 increased between 17.9% and 20.7% year-on-year, marking the third consecutive year of nearly 20% revenue growth [35][37] - Gross margins for Q4 were expected to be between 46% and 48.5%, up 200 basis points from Q4 2023, with annual gross margins over 46% [28][36] - Fiscal year revenues for 2024 are projected to be between $48.9 million and $49.2 million, compared to $41.168 million in 2023, representing an annual growth rate of 18.8% to 19.5% [37][38] Business Line Data and Key Metrics Changes - The aerospace and defense sector accounted for approximately 70% of the company's business, with 85% of that being program-driven contracts [41] - The company announced two significant contract wins, each exceeding $10 million, which are expected to strengthen the sales pipeline [20][21] Market Data and Key Metrics Changes - Despite potential defense budget cuts discussed in Washington, customer engagement and sales processes remain strong, with expectations for continued robust bookings and revenue [23][24] - European defense spending is anticipated to increase, with over 60% of European defense procurement budgets allocated to U.S. defense suppliers [25] Company Strategy and Development Direction - The company plans to explore partnerships and acquisitions for inorganic growth, aiming to expand its product portfolio and customer base [30][32] - A focus on maintaining strong margins and cash accumulation is evident, with gross margins expected to remain in the high 40s [28][43] - The company is also investing in a Connectivity Partnership to explore new market opportunities in RF communications [30][73] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to exceed the previously guided growth rate of 10%, citing strong performance in Q1 2025 [79] - The management team is focused on maintaining high gross margins and leveraging existing strengths to drive future growth [28][43] Other Important Information - The company announced a shift from a rights offering to a warrant dividend to distribute value to shareholders, allowing for a longer-term right to purchase shares [57][61] - The warrant dividend will allow shareholders to purchase one common share for every five warrants held, with a strike price of $47.50 [60] Q&A Session Summary Question: Is there something imminent for M&A? - Management indicated that while there is no imminent deal, there are many opportunities in the M&A market [66] Question: Are the large contract wins with the same customers? - The recent contract wins were with two different large customers, and there are more contracts expected in the pipeline [70] Question: How will the Connectivity Partnership work? - The Connectivity Partnership will provide insights into broader market opportunities and may lead to potential acquisitions or partnerships [75] Question: What is the expected revenue growth in the coming years? - Management guided for a conservative growth expectation of around 10%, with potential to exceed that based on current performance [79] Question: How are gross margins expected to trend? - Management expects gross margins to remain in the high 40s, with some fluctuations quarter-to-quarter [83] Question: What metrics are used to evaluate accretive acquisitions? - The focus is on EBITDA-to-EBITDA comparisons, with a preference for immediate accretive deals [99] Question: What are the incentives for management? - Senior management is incentivized through cash-based performance bonuses and equity participation through restricted stock [102]

Faraday Future Intelligent Electric Inc. (FFIE) Q4 2024 Earnings Conference Call March 27, 2025 08:00 PM ET Company Participants Operator - Conference OperatorBrad Cohen - External Investor Relations ModeratorJun Sun - Head of Investor RelationsMatthias Eid - Global CEOMax Ma - Global CEO of FaradayXCody Mecca - CFOAnshul Rai - Tech Lead, Intelligence, Autonomous Driving and Internet DepartmentJerry Wang - President Operator Greetings. Welcome to Faraday Future Intelligent Electric, Inc. Fourth Quarter 2024 ...

KULR Technology Group, Inc. (NYSE:KULR) Q4 2024 Earnings Conference Call March 27, 2025 4:30 PM ET Company Participants Stuart Smith - Investor Relations Michael Mo - Chief Executive Officer Shawn Canter - Chief Financial Officer Conference Call Participants Operator Good afternoon, and thank you for joining us for the KULR Technology Group Fourth Quarter and Full-Year 2024 Earnings Call. Joining me on the call today will be Michael Mo, the Chief Executive Officer of the company; as well as Shawn Canter, th ...

FitLife Brands, Inc. (NASDAQ:FTLF) Q4 2024 Results Conference Call March 27, 2025 4:30 PM ET Company Participants Dayton Judd - Chief Executive Officer Jakob York - Chief Financial Officer Conference Call Participants Ryan Meyers - Lake Street Capital Markets Samir Patel - Askeladden Capital James Bogan - Legend Capital Igor Novgorodtsev - Lares Capital Sean McGowan - ROTH Capital Partners Operator Good day, and welcome to the FitLife Brands' Fourth Quarter 2024 Financial Results. At this time, all particip ...

Plus Therapeutics, Inc. (NASDAQ:PSTV) Q4 2024 Earnings Conference Call March 27, 2025 5:00 PM ET Company Participants Marc Hedrick - President and CEO Andrew Sims - CFO Conference Call Participants Edward Woo - Ascendiant Capital Sean Lee - H.C. Wainwright Operator Good afternoon, ladies and gentlemen. Welcome to Plus Therapeutics' Fourth Quarter and Full Year 2024 Results Conference Call. Before we begin, we want to advise you that over the course of the call, including any question-and-answer session, for ...

Financial Data and Key Metrics Changes - The company reported consolidated net sales for fiscal 2024 decreased by 3% to $1.52 billion, with a notable impact from a 53rd week in 2023 contributing approximately $16 million in sales [26] - Adjusted EPS for the fourth quarter was $6.68, at the top end of guidance [33] - Adjusted gross margin contracted by 80 basis points to 63.2%, primarily due to a higher proportion of sales occurring during promotional events [28] Business Line Data and Key Metrics Changes - Sales in full-price brick-and-mortar locations decreased by 2%, driven by mid-single-digit negative comps, partially offset by new store openings [26] - E-commerce sales decreased by 4%, while food and beverage and outlet locations saw sales increases of 1% and 3%, respectively [27] - The wholesale channel experienced a significant decline, decreasing by $31 million or 10% due to challenges in the specialty store business [27] Market Data and Key Metrics Changes - Comp sales for December increased by 2%, but January saw a decline of 3%, with February experiencing a further drop of 9% [7][9] - The company anticipates a continued cautious consumer sentiment impacting spending in the near term [11] Company Strategy and Development Direction - The company focuses on maximizing long-term shareholder value, owning a portfolio of lifestyle brands, evoking happiness in consumers, and generating cash for reinvestment [12][13][15][16] - Plans for fiscal 2025 include opening approximately 20 new stores and enhancing the omnichannel platform [22][39] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the uncertainty in the marketplace and expects consumer hesitance to continue, particularly in the first half of fiscal 2025 [11] - The company remains optimistic about long-term opportunities despite short-term challenges, emphasizing the importance of brand integrity and customer focus [14][16] Other Important Information - The company plans to invest approximately $125 million in capital expenditures for fiscal 2025, primarily for the completion of a new distribution center and new store openings [44] - A 3% increase in the quarterly dividend was approved, raising it from $0.67 to $0.69 [23] Q&A Session Summary Question: Can you unpack the different headwinds mentioned for the first quarter? - Management noted that Lilly is currently the strongest performer, while Tommy Bahama and Johnny Was are expected to have negative comps [52][53] Question: Are you observing any changes in wholesale order books? - Management indicated that there is caution among wholesale partners, but performance on retail floors remains strong [56][94] Question: What initiatives are being taken to improve conversion rates? - The company is focusing on better product knowledge among associates, improving website functionality, and enhancing marketing efficiency [73] Question: What is the outlook for March sales? - Management expressed that March feels better than February, with expectations for a positive comp in April due to the Easter shift [81] Question: How is the company managing SG&A growth? - Management is actively looking at marketing efficiency, vendor negotiations, and has made some personnel reductions to control SG&A [87]