WILLDAN GROUP, INC. Q3 FY25 Earnings Call NASDAQ: WLDN November 6, 2025 Mike Bieber, President & CEO Kim Early, Executive Vice President & CFO Saf e Harbor Stateme nt – Sta tement s in t hi s pre sentat ion that are not purel y hi storic al, are forwa rd -looking sta tement s that invol ve risks a nd unc erta inti es wit hin the mea ni ng of t he P ri va te Se curiti es L it igat ion Re form Ac t of 1 995 . Will da n' s ac tual re sul ts coul d di ffer mate ri all y from those i n any s uc h forward -lookin ...

Five9 (NasdaqGM:FIVN) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Speaker0Thank you for joining us today. Certain statements made during the course of this conference call that are not historical facts, including those regarding the future financial performance and cash position of the company, expected improvements in financial and related metrics, expected ARR from certain customers, certain expected revenue mix shifts, expectations regarding seasonality, customer growth, anticipated customer bene ...

NerdWallet (NasdaqGM:NRDS) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Speaker2Today, and thank you for standing by. Welcome to the NerdWallet Q3 2025 earnings call. At this time, all participants are in listen-in mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press Star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please Star 11 again ...

Blend Labs (NYSE:BLND) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Speaker0Thank you for standing by. My name is Amy, and I will be your conference operator for today. At this time, I would like to welcome everyone to the Blend Labs third quarter 2025 earnings call. All participants have been placed in a listen-only mode. After the speaker's remarks, we will conduct a question-and-answer session. If you would like to join the queue to ask a question, simply press the star followed by the number one ...

Financial Data and Key Metrics Changes - SanDisk reported revenue of $2.3 billion for Q1 2026, representing a sequential increase of 21% and a year-over-year increase of 23% [3][11] - Non-GAAP earnings per share (EPS) for the quarter were $1.22, up from $0.29 in the prior quarter, exceeding guidance of $0.70-$0.90 [3][13] - Non-GAAP gross margin was 29.9%, up 350 basis points quarter-over-quarter, compared to guidance of 28.5-29.5% [11][13] - Adjusted free cash flow generated was $448 million, representing a free cash flow margin of 19.4% [15] Business Line Data and Key Metrics Changes - Data center revenue increased by 26% sequentially to $269 million, driven by strong demand from hyperscale and OEM customers [5][12] - Edge revenue reached $1,387 million, up 26% sequentially, supported by a PC refresh cycle and Windows 11 adoption [6][12] - Consumer revenue was $652 million, up 11% quarter-over-quarter, with strong sales from co-branded products like the Nintendo Switch 2 microSD Express card [9][12] Market Data and Key Metrics Changes - The data center market is expected to become the largest segment in NAND by 2026, with significant growth driven by AI and cloud demand [41][42] - Average smartphone capacity per device is projected to grow in the high single digits in 2025 and 2026, while PC unit shipments are expected to grow in low single digits [6][80] - Supply growth in the NAND market is anticipated to be around 17% in 2026, while constrained demand is expected to be mid-teens [49] Company Strategy and Development Direction - SanDisk is focused on growing revenue, expanding margins, and generating sustainable free cash flow, with a strong emphasis on technology advancement and customer partnerships [3][4] - The company is investing in data centers and AI infrastructure, with expectations of over $1 trillion in investments by 2030, creating a strong demand for high-capacity NAND products [4] - The BICS8 technology is expected to account for a majority of bit production by the end of fiscal year 2026, enhancing the company's position in data centers and edge markets [5][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued demand exceeding supply through the end of calendar year 2026 and beyond, with products currently on allocation across all end markets [16][17] - The company anticipates revenue for Q2 2026 to be between $2.55 billion and $2.65 billion, driven by double-digit price increases and mid-single digit bid growth [16][17] - Management highlighted the importance of long-term customer engagements and proactive demand visibility as a positive development in the current market [25][26] Other Important Information - SanDisk achieved a net cash position of $91 million, six months ahead of the target shared during the investor day in February [3][14] - The company plans to continue investing in the business while returning cash to shareholders, maintaining a disciplined capital allocation strategy [18][19] Q&A Session Summary Question: Are you seeing similar trends in NAND as in the HD world regarding customer engagement and allocation? - Management noted a shift towards multi-quarter deals with customers seeking certainty of supply, indicating a welcome development in the market [24][25] Question: What is the outlook for supply and capacity additions in the coming years? - Management indicated that the market is expected to remain undersupplied through 2026, with no immediate plans for additional capital investments [33][34] Question: How is the enterprise SSD market evolving relative to hard disk drives? - Management believes both technologies will grow, with enterprise SSDs expected to grow faster due to increasing data demands driven by AI [40][41] Question: Can you provide clarity on the portion of contracts that are shorter-term versus longer-term? - Currently, there are very few volume and price commitments beyond a quarter, but discussions for longer-term agreements are ongoing with strategic customers [52][53] Question: What is the expected growth in data center revenues and how much is driven by AI? - Management stated that the majority of data center revenue growth is AI-driven, with expectations for significant growth in the coming years [88]

Xponential Fitness (NYSE:XPOF) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Speaker1Greetings and welcome to the Xponential Fitness third quarter 2025 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Patricia Nir. Thank you ...

Financial Data and Key Metrics Changes - Unrestricted cash increased by approximately 590% to $2.6 million compared to the prior fiscal year end, reflecting improved liquidity [12][7] - Working capital rose by $1.2 million, or 284%, to $1.6 million, indicating a stronger financial position [12][7] - Equity increased by $3.7 million, or 125%, to $6.8 million, demonstrating significant growth in shareholder value [12][7] - Commission income totaled $2.5 million for the quarter, down from $3.4 million in 2024, primarily due to the asset sale of Fortman [13][14] - Net loss for the quarter was $1.2 million compared to $0.8 million in the prior year, influenced by non-cash equity compensation [15][14] Business Line Data and Key Metrics Changes - The sale of Fortman Insurance Services resulted in a $3 million gain, but also led to a reduction in short-term commission income [15][6] - Salaries and wages increased to $3.9 million this quarter from $1.7 million in 2024, mainly due to non-cash equity grants [14][15] - General and administrative expenses rose to $1.1 million from $0.8 million in 2024, attributed to non-employee non-cash equity payments [14][15] Market Data and Key Metrics Changes - The decrease in commission income was influenced by lower medical commission revenues and market conditions affecting the insurance sector [14][15] Company Strategy and Development Direction - The company is focusing on streamlining operations and reallocating resources towards higher-margin technology-driven business segments [5][6] - The launch of the new client service center aims to enhance scalability and partner productivity, reinforcing the company's InsureTech growth strategy [8][9] - The company is diversifying its treasury through a digital asset treasury initiative, investing in leading digital assets to enhance its balance sheet and maintain liquidity [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strengthened position and commitment to executing a disciplined growth strategy [11][10] - The company aims to balance reinvestment in operations with returning value to shareholders, as evidenced by the declaration of a special cash dividend [9][10] Other Important Information - The board approved a special cash dividend of $0.0003 per share, payable on December 2, 2025, to shareholders of record as of October 30, 2025 [9][10] - The company is committed to integrating technology and centralized resources to enhance collaboration and profitability across its platform [9][8] Q&A Session Summary Question: Was the dividend a one-time event or will it be considered in future quarters? - Management indicated that the dividend is something they are considering for the future, emphasizing their commitment to returning value to shareholders [17][18]

Puma Biotechnology (NasdaqGS:PBYI) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Speaker1Good afternoon. My name is Julian, and I'll be your conference call operator today. At this time, all participants are in a listen-only mode. After the speaker's formal remarks, there will be a question-and-answer session. If you'd like to ask a question during that time, simply press the star key, then the number one, on your telephone keypad. If you'd like to withdraw your question, please press star two. If you ...

Wynn Resorts (NasdaqGS:WYNN) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Speaker0Welcome to the Wynn Resorts third quarter 2025 earnings call. All participants are in a listen-only mode until the question-and-answer session of today's conference. To ask a question, please press star one on your touch-tone phone, record your name, and I will introduce you. Please limit yourself to one question and one follow-up question. This call is being recorded. If you have any objections, you may disconnect at t ...

Pacira BioSciences (NasdaqGS:PCRX) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Speaker1Good day, and thank you for standing by. Welcome to the Pacira BioSciences third quarter earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising that your hand is raised. To ...