Nutanix, Inc. (NASDAQ:NTNX) Q1 2025 Earnings Conference Call November 26, 2024 4:30 PM ET Company Participants Rich Valera - VP, IR Rajiv Ramaswami - President and CEO Rukmini Sivaraman - CFO Conference Call Participants Pinjalim Bora - JPMorgan Meta Marshall - Morgan Stanley Jim Fish - Piper Sandler Jason Ader - William Blair Ruplu Bhattacharya - Bank of America Mike Cikos - Needham Ben Bollin - Cleveland Research Company Victor Chiu - Raymond James Matt Hedberg - RBC Capital Markets George Wang - Barclays ...

Autodesk, Inc. (NASDAQ:ADSK) Q3 2025 Results Conference Call November 26, 2024 5:00 PM ET Company Participants Simon Mays-Smith - VP, IR Andrew Anagnost - CEO Betsy Rafael - Interim CFO Conference Call Participants Jason Celino - KeyBanc Capital Markets Jay Vleeschhouwer - Griffin Securities Adam Borg - Stifel Joe Vruwink - Baird Elizabeth Porter - Morgan Stanley Bhavin Shah - Deutsche Bank Tyler Radke - Citi Michael Turrin - Wells Fargo Mike Richards - RBC Capital Markets Steve Tusa - JPMorgan Joshua Tilto ...

Workday, Inc. (NASDAQ:WDAY) Q3 2025 Earnings Conference Call November 26, 2024 4:30 PM ET Company Participants Justin Furby - VP of IR Carl Eschenbach - CEO Zane Rowe - CFO Doug Robinson - Co-President Conference Call Participants Kirk Materne - Evercore Mark Murphy - JPMorgan Kash Rangan - Goldman Sachs Michael Turrin - Wells Fargo Brad Zelnick - Deutsche Bank Brad Sills - Bank of America Karl Keirstead - UBS Brent Thill - Jefferies Raimo Lenschow - Barclays Alex Zukin - Wolfe Research Operator Hello, welc ...

BBB Foods Inc. (NYSE:TBBB) Q3 2024 Results Conference Call November 26, 2024 11:00 AM ET Company Participants Anthony Hatoum - CEO Eduardo Pizzuto - CFO Conference Call Participants Jorge Izquierdo - BTG Pactual Andrew Ruben - Morgan Stanley Daniela Bretthauer - HSBC Operator Good morning everyone and welcome. My name is Leonor and I will be your conference operator. Welcome to Tiendas 3B Third Quarter 2024 Conference Call. All lines have been placed on mute to prevent any background noise. There will be a ...

Burlington Stores, Inc. (NYSE:BURL) Q3 2024 Earnings Call Transcript November 26, 2024 8:30 AM ET Company Participants David Glick - SVP, IR and Treasurer Michael O'Sullivan - CEO Kristin Wolfe - EVP and CFO Conference Call Participants Matthew Boss - JPMorgan Ike Boruchow - Wells Fargo Lorraine Hutchinson - Bank of America John Kernan - TD Cowen Brooke Roach - Goldman Sachs Alex Straton - Morgan Stanley Operator Hello and welcome to the Burlington Stores, Inc. Third Quarter 2024 Earnings Webcast and Confer ...

Titan Machinery Inc. (NASDAQ:TITN) Q3 2025 Earnings Conference Call November 26, 2024 8:30 AM ET Company Participants Jeff Sonnek - Managing Director, ICR Bryan Knutson - President and Chief Executive Officer Bo Larsen - Chief Financial Officer and Treasurer Conference Call Participants Alex Rygiel - B. Riley Securities Benjamin Klieve - Lake Street Capital Mircea Dobre - Baird Edward Jackson - Northland Securities Operator Greetings. Welcome to Titan Machinery Inc. Third Quarter Fiscal 2025 Earnings Call. ...

Grupo Supervielle S.A. (NYSE:SUPV) Q3 2024 Earnings Conference Call November 26, 2024 9:00 AM ET Company Participants Ana Bartesaghi - Treasurer and IRO Julio Patricio Supervielle - Chairman and CEO Gustavo Manriquez - CEO, Banco Supervielle Mariano Biglia - CFO Diego Pizzulli - CEO of IOL invertironline Conference Call Participants Ernesto Gabilondo - Bank of America Carlos Gomez-Lopez - HSBC Brian Flores - Citigroup Marina Mertens - Latin Securities Ana Bartesaghi Good morning, everyone, and welcome to G ...

Financial Data and Key Metrics - Revenue for fiscal year 2024 was $9.4 billion, with earnings per share (EPS) of $6.38 [6] - Operating margin for the year was 41%, and free cash flow margin improved to 33% from 29% in fiscal 2023 [7] - Q4 revenue was $2.44 billion, a 6% sequential increase but a 10% year-over-year decline [22] - Q4 EPS was $1.67, above the midpoint of the outlook [26] - Operating cash flow for fiscal 2024 was $3.8 billion, with free cash flow of $3.1 billion [28] Business Line Performance - **Industrial**: Represented 44% of Q4 revenue, up 2% sequentially but down 21% year-over-year. Full-year Industrial revenue decreased 35% from fiscal 2023, with strong performance in AI-related test, Aerospace, and Defense [22] - **Automotive**: Represented 29% of Q4 revenue, up 4% sequentially but down 2% year-over-year. Full-year Automotive revenue declined 2%, with growth in functionally safe power and connectivity franchises offset by inventory digestion [23] - **Communications**: Represented 11% of Q4 revenue, up 4% sequentially but down 18% year-over-year. Full-year Communications revenue decreased 33%, with wireline outperforming wireless [24] - **Consumer**: Represented 16% of Q4 revenue, up 22% sequentially and 31% year-over-year. Full-year Consumer revenue decreased 1%, with growth in wearables and portable applications [24][25] Market Performance - **China**: Strong demand in China, particularly in the automotive sector, drove sequential growth in Q4. China represents about 80% of the company's revenue in the region, with industrial and automotive being the largest contributors [36][39] - **Global**: Aerospace and Defense remained resilient, with double-digit growth expected in fiscal 2025. Automotive demand improved in the U.S., driven by battery management systems (BMS) and wireless BMS solutions [14][36] Strategic Direction and Industry Competition - The company is investing in R&D, digital software, and AI to enhance its analog foundation and expand innovation capabilities. Recent launches include CodeFusion Studio and ADI Assure Trusted Edge Security Architecture [8][9] - The company is focusing on high-growth areas such as AI-related test, healthcare, and data center power, aiming for $1 billion in revenue synergies by 2027 [9] - A hybrid manufacturing model has been developed, with $2.7 billion invested in CapEx since acquiring Maxim. This model provides flexibility and resilience, with swing capacity expected to reach 70% of revenue in the coming years [18] Management Commentary on Operating Environment and Future Outlook - The company expects gradual recovery in fiscal 2025, with industrial leading the recovery, followed by consumer, communications, and automotive [41][45] - Gross margins are expected to improve as revenue grows, with a target of 70% gross margin achievable at $2.7 billion in revenue [64] - The company plans to return 100% of free cash flow to shareholders in fiscal 2025, after increasing balance sheet cash in fiscal 2024 [31] Other Important Information - Inventory levels decreased by 11 days to 167 days, with channel inventory slightly below the target range of 7-8 weeks [27] - The company returned $2.4 billion to shareholders in fiscal 2024 through dividends and share repurchases [28] Q&A Session Summary Question: Strength in the automotive sector, particularly in China [35] - **Answer**: Strong demand in China, driven by EV volume growth and share gains, contributed to the sequential improvement in Q4. The U.S. also saw growth in BMS and wireless BMS solutions [36][37] Question: Recovery trajectory for fiscal 2025 and beyond [40] - **Answer**: Industrial is expected to lead the recovery, followed by consumer, communications, and automotive. The company anticipates a return to growth in Q2 2025 [41][45] Question: Industrial segment performance and growth outlook [47] - **Answer**: Industrial revenue was lower than expected in Q4 due to weak demand and inventory reductions. However, the company expects growth to resume in fiscal 2025, driven by undershipping demand and improving macros [48][49] Question: Automotive pricing and growth areas [51] - **Answer**: Pricing remains stable, with growth expected in functionally safe power, GMSL, and A2B connectivity. BMS is expected to return to growth in fiscal 2025 [54][55] Question: Differentiation in AI and software capabilities [57] - **Answer**: The company is leveraging software to enhance its analog and mixed-signal solutions, with recent launches including CodeFusion Studio and ADI Assure for cybersecurity [58][59][60] Question: Gross margin trajectory [63] - **Answer**: Gross margins are expected to improve as revenue grows, with 70% achievable at $2.7 billion in revenue. Seasonal factors and mix will impact Q1 margins [64][65] Question: Seasonal trends and book-to-bill ratio [67] - **Answer**: Seasonal growth in Q2 is typically low to mid-single digits. Book-to-bill was slightly below 1 in Q4, reflecting seasonal trends [68] Question: Long-term growth potential and inventory cycle [72] - **Answer**: The company is well-positioned for double-digit growth through the decade, with a strong pipeline and improved customer relationships. Fiscal 2025 is expected to show progress toward fiscal 2023 levels [73] Question: Data center power management opportunities [75] - **Answer**: The company is focusing on high-end power and control solutions for data centers, with traction in optical control and energy solutions [76][77] Question: Utilization rates and margin impact [79] - **Answer**: Utilization rates have improved modestly and are expected to increase as revenue grows in fiscal 2025 [80]

Kohl's Corporation (NYSE:KSS) Q3 2024 Results Conference Call November 26, 2024 9:00 AM ET Company Participants Mark Rupe - Senior Vice President, Investor Relations & Treasury Michael Bender - Independent Chair of the Board Tom Kingsbury - Chief Executive Officer Jill Timm - Chief Financial Officer Conference Call Participants Bob Drbul - Guggenheim Mark Altschwager - Baird Oliver Chen - TD Cowen Chuck Grom - Gordon Haskett Dana Telsey - Telsey Group Paul Lejuez - Citigroup Operator Thank you for standing ...

Compass Group PLC (OTCPK:CMPGF) Q4 2024 Results Conference Call November 26, 2024 4:00 AM ET Company Participants Dominic Blakemore - Group CEO & Director Petros Parras - Group CFO & Director Conference Call Participants Jamie Rollo - Morgan Stanley Vicki Stern - Barclays Jaafar Mestari - BNP Paribas Estelle Weingrod - JPMorgan Neil Tyler - Redburn Atlantic Simon LeChipre - Jefferies Andre Juillard - Deutsche Bank Dominic Blakemore Good morning, and welcome to our 2024 full year results. It's been another ...