Urban One (UONE) Q1 2025 Earnings Call May 13, 2025 10:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by, and welcome to the Urban One twenty twenty five First Quarter Earnings Call. As a reminder, this conference is being recorded. We will begin this call with the following safe harbor statement. During this conference call, Urban One will be sharing with you certain projections or other forward looking statements regarding future events or its future performance. Urban One cautions you tha ...

The St. Joe Company (JOE) FY 2025 Annual General Meeting May 13, 2025 10:00 AM ET Speaker0 Good morning. I'm George Gonzales, President, CEO and Chairman of the St. Joe Company. It's my pleasure to welcome you to our twenty twenty five Annual Shareholder Meeting. In accordance with the notice of meeting, I officially call the meeting to order, at this time. We will conduct this meeting in accordance with the agenda you were given when you registered this morning. If you have not registered, please do so at ...

Landsea Homes (LSEA) Q1 2025 Earnings Call May 13, 2025 10:00 AM ET Speaker0 Good day, everyone, and welcome to today's Landsea Homes Corporation First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. Please note, this call may be recorded, and I will be standing by if you should need any assistance. It is now my pleasure to turn the conference over to Drew McIntosh, Investor Relations. Please go ahead. Speaker1 Good morning and welcome to Lansing Homes' fi ...

Financial Data and Key Metrics Changes - For Q1 2025, the company reported revenue of $31.9 million, down 3.3% year over year in constant currency, while adjusted net revenue increased to $16.4 million, up 2.2% year over year in constant currency [5] - Adjusted EBITDA for Q1 was a loss of $700,000, an improvement from a loss of $1.5 million a year ago [5] - The net loss was $1.8 million or $0.59 per diluted share, compared to a net loss of $2.9 million or $0.95 per diluted share in the same period last year [5] Business Line Data and Key Metrics Changes - Revenue for the Americas business increased by 15%, with adjusted net revenue up 3% year over year in constant currency [8] - Asia Pacific revenue decreased by 7%, but adjusted net revenue increased by 14% year over year in constant currency [8] - EMEA revenue decreased by 7% year over year in constant currency, with adjusted net revenue down 19% [9] Market Data and Key Metrics Changes - Overall days sales outstanding increased to 56 days as of March 31, 2025, compared to 51 days at December 31, 2024 [10] - The company ended Q1 with $17.2 million in cash, including $700,000 of restricted cash [10] Company Strategy and Development Direction - The company is focusing on a land and expand strategy to enhance geographical reach and service offerings [12] - A new Chief Digital Officer has been appointed to launch a digital division aimed at improving digital capabilities and enterprise strategies [12] - The company secured approximately $20 million of adjusted net revenue from renewals and extensions at existing clients, plus $2.4 million in new logo wins for the quarter [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to position itself for strong future growth despite current macroeconomic uncertainties [6] - The management noted that while there was initial momentum entering Q1, uncertainty in the macro environment has created hesitation in hiring demands from clients [20] - The company is optimistic about future growth, particularly in regions like India and Latin America, while facing challenges in the US, China, and the UK [23] Other Important Information - The company has been investing in its capabilities in sales, marketing, and technology to enhance its competitive position [30] - The management is open to share repurchases and is considering various options for cash usage prioritization, including potential acquisitions [31][35] Q&A Session Summary Question: Impact of headlines on client reactions - Management noted that uncertainty in the macro environment has created hesitation in hiring demands from clients, impacting enterprise-level clients [19] Question: Geographic differences in activity levels - Management indicated that there is hesitation across all regions due to macroeconomic impacts, with some resilience seen in pharmaceuticals and financial services [22] Question: Digital launch details - The proprietary digital solution is expected to be available by the end of Q3 or beginning of Q4 2025 [43] Question: Seasonal spikes in renewals and expansions - Management acknowledged cyclical nature in contracts but emphasized ongoing efforts to expand services with existing clients [45] Question: Attrition rate and its implications - Management confirmed that the attrition rate is returning to historical levels, which could be a tailwind for the company [52] Question: Progress since the new CEO's appointment - The CEO expressed satisfaction with the progress made in building capabilities and investing in leadership, aiming to compete at a larger enterprise scale [56]

ConocoPhillips (COP) FY 2025 Annual General Meeting May 13, 2025 10:00 AM ET Speaker0 Good morning, ladies and gentlemen. I'm Ryan Lance, Chairman and CEO of ConocoPhillips. It's my pleasure to welcome you to the ConocoPhillips' twenty twenty five Annual Meeting of Stockholders. Please remember that you may vote your shares online at any time during this meeting prior to the closing of the polls, and you could submit questions through the text box located on your screen. In addition to myself, all the membe ...

Arthur J. Gallagher (AJG) FY 2025 Annual General Meeting May 13, 2025 10:00 AM ET Speaker0 Good morning, ladies and gentlemen. This is Pat Gallagher, Chairman of the Board and CEO of Arthur J. Gallagher and Company. Welcome to our twenty twenty five Annual Meeting of Stockholders. Thank you for joining us today. The polls are now open. If you have not already voted and intend to vote during the meeting, we encourage you to do so at this time by following the instructions on the meeting website. The polls wi ...

Fuel Tech Inc (FTEK) Q1 2025 Earnings Call May 13, 2025 10:00 AM ET Speaker0 Greetings, and welcome to the Fuel Tech twenty twenty five First Quarter Financial Results Conference Call and Webcast. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Devin Sullivan, Managing Director of The Equity Group. Please go ahead. Speaker1 ...

Sotherly Hotels (SOHO) Q1 2025 Earnings Call May 13, 2025 10:00 AM ET Speaker0 Good morning, all, and thank you for joining us for the Suverley Hotels Q1 twenty twenty five Conference Call and Webcast. My name is Carly, and I'll be coordinating the call today. I'd now like to hand over to our host, Scott Kukinski, Chief Operating Officer of Suvley Hotels. The floor is yours. Speaker1 Thank you, and good morning, everyone. If you've not received a copy of the earnings release, you may access it on our websit ...

Financial Data and Key Metrics Changes - The company reported a preliminary voting result where shareholders voted to elect all board nominees for a one-year term with support ranging from 93% to 99% [14] - The ratification of PricewaterhouseCoopers as the independent public accounting firm for 2025 received 94% support from shareholders [14] - The advisory vote on executive compensation received 90% support, indicating strong shareholder alignment with the compensation strategy [14] Business Line Data and Key Metrics Changes - The company launched 169 products in the previous year, which is a 32% increase compared to 2023, and plans to launch 215 products this year, up 30% from 2024 [19] Market Data and Key Metrics Changes - The gross impact of tariffs on the company was estimated at $850 million, with $675 million attributed to China-U.S. trade flows and $175 million from other sources [27] - The estimated impact of tariffs was $0.60 per share before mitigation, and $0.20 to $0.40 after mitigation [28] Company Strategy and Development Direction - The company is focused on three key priorities: driving sustained top-line organic growth, improving operational performance, and effectively deploying capital [15] - The strategy to reignite growth includes revitalizing innovation and driving commercial excellence [18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to manage risks and uncertainties related to legacy legal issues, allowing a focus on strategic priorities [16] - The company is optimistic about the favorable developments in U.S.-China relations and their potential positive impact on sales [26] Other Important Information - A legal settlement with the state of New Jersey was announced, resolving all legacy PFAS claims and providing certainty for future claims [16] Q&A Session Summary Question: What are the plans to reinvigorate growth? - The company aims to reignite the innovation engine and drive commercial excellence, with a focus on increasing new product introductions and sales of existing products [18][19] Question: Can you discuss the company's compensation philosophy? - The compensation philosophy is overseen by independent committees, focusing on performance culture, external benchmarking, and aligning compensation with long-term shareholder interests [20][21] Question: What are your views about the board of directors? - The board is described as strong and diverse, with a regular evaluation process to ensure the right mix of skills for future success [23] Question: What is the impact of tariffs on sales with China? - The company noted a significant gross impact from tariffs, but recent developments in U.S.-China relations are viewed favorably [26][27][28]

Lifeway Foods (LWAY) Q1 2025 Earnings Call May 13, 2025 09:00 AM ET Company Participants Julie Smolyansky - CEO, President, Secretary & Chairperson of the Board Operator Good morning. Welcome to LifeWay Foods Fourth Quarter and Full Year twenty twenty four Conference Call. On the call with me today is Julie Smolansky, President and Chief Executive Officer. By now, everyone should have access to the press release that went out this morning. If you have not received the release, it is available on the Investo ...