Stevanato Group (NYSE:STVN) Q3 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker0Good afternoon, this is the CorusCall conference operator. Welcome and thank you for joining the Stevanato Group Third Quarter 2025 Financial Results Conference Call. As a reminder, all participants are in listen-only mode. After the presentation, there will be an opportunity to ask questions. Should anyone need assistance during the conference call, they may signal an operator by pressing Star N0 on their telephone. At ...

Charles Schwab (NYSE:SCHW) M&A Announcement November 06, 2025 08:30 AM ET Company ParticipantsBrian Bedell - DirectorDevin Ryan - Director of Financial Technology ResearchRick Wurster - President and CEOJeff Edwards - Head of Investor RelationsMichael Verdeschi - Managing Director and CFOConference Call ParticipantsBill Katz - Senior Equity AnalystBrennan Hawken - Senior Equity AnalystJeff EdwardsCFO Michael Verdeschi. We're joining you live from the Schwab Impact Conference in Denver, where a lot of exciti ...

Financial Data and Key Metrics Changes - The overall revenue for the quarter was $743 million, with net revenue of $615 million, reflecting year-over-year increases of 12% and 10% respectively, excluding advocacy [3][15] - Adjusted earnings per share increased by 9% to $0.24, and year-to-date cash flow from operations rose by $100 million [4][16] - Ex-advocacy EBITDA jumped 23% year-over-year to $103 million, with an ex-advocacy margin of 18%, the highest in two years [3][4] Business Line Data and Key Metrics Changes - Marketing services' total net revenue grew by 9%, while digital transformation increased by 12% [4] - The marketing cloud segment saw a significant net revenue growth of 138%, driven by a 57% organic growth in the Harris Insights suite [9][18] - Digital transformation delivered $95 million in net revenue, representing growth of 11.9% [17] Market Data and Key Metrics Changes - The U.S. market remained the largest, with net revenue rising 1.1% year-over-year, while international total net revenue grew by 25.9%, led by EMEA with a 39.6% increase [16] - Excluding advocacy, total growth in the U.S. was 5.9%, with organic growth at 5.2% [16] Company Strategy and Development Direction - The company is pivoting from M&A to technology development, focusing on AI as a key driver for growth [6][10] - A partnership with Palantir was announced to create an AI-based audience platform aimed at enhancing marketing ROI [7][8] - The company is expanding its owned media properties, particularly in the news and politics sector, to leverage increased viewership and engagement [11][35] Management's Comments on Operating Environment and Future Outlook - Management noted that the client base is undergoing transformation, with larger clients growing while smaller clients are turning over, which is expected to lead to higher and more consistent growth in the future [5] - The company anticipates a strong finish to the year, reiterating guidance of approximately 8% total net revenue growth and $410 million-$460 million in adjusted EBITDA [12][24] - Management expressed confidence in the strength of core services and the potential for significant revenue from the new partnership with Palantir by the end of 2026 [13][32] Other Important Information - The company has invested about $35 million in strengthening tech capabilities, including the marketing cloud and the Stagwell Content Supply Chain [10][22] - A cost savings initiative is on track to deliver $80-$100 million in annualized savings by the end of 2026 [20] Q&A Session Summary Question: Background of the Palantir partnership - The partnership arose from discussions on combining Palantir's AI capabilities with the company's marketing expertise, leading to the development of prototypes over five months [26][27] Question: Total Addressable Market (TAM) and infrastructure investments - The TAM is considered enormous, with installations potentially costing $5 million to $10 million, and the company is shifting acquisition funds to technology CapEx [29][31] Question: Timing of P&L impact from the partnership - Significant revenue from the partnership is expected by the end of 2026, with ongoing development of advanced versions of the product [32] Question: CapEx increase explanation - The uptick in CapEx is driven by investments in technology, including the Machine and the Stagwell Content Supply Chain [33] Question: Media business strategy - The company aims to enhance media capabilities through technology rather than scale, focusing on owned media in the news and politics sector [34][35] Question: Communication sector performance - The communication sector faced challenges due to reduced advocacy work and broader industry headwinds, but management expects improvement as advocacy work resumes [37] Question: Impact of government shutdown on opportunities - The government shutdown has not significantly impacted the company as it previously did not have government contracts, but management is positioned to capitalize on future opportunities [40] Question: Criteria for potential spin-off of the marketing cloud - A spin-off would depend on achieving sustainable revenue levels of at least $250 million to $300 million, with substantial growth in all product lines [42] Question: Current strategy and focus for the next 12-24 months - The company is focused on becoming a leader in AI technology for marketing, transitioning from an acquisition-focused strategy to one centered on technology development [46][47]

TC Energy (NYSE:TRP) Q3 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker2Thank you for standing by. This is the conference operator. Welcome to the TC Energy third quarter 2025 results conference call. As a reminder, all participants are in listen-only mode, and the conference is being recorded. After the presentation, there will be an opportunity to ask questions. To join the question queue, you may press star, then one on your telephone keypad. Should you need assistance during the conference call ...

Catalyst Pharmaceuticals (NasdaqCM:CPRX) Q3 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker1Greetings and welcome to the Catalyst Pharmaceuticals Third Quarter 2025 Financial Results Conference Call and Webcast. At this time, all participants are in a listen-only mode. A question-and-answer session will follow a formal presentation. You may be placed into question queue at any time by pressing Star 1 on your telephone keypad. We ask that you please ask one question, one follow-up, then return to th ...

The Middleby (NasdaqGS:MIDD) Q3 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker1Good day, everyone, and welcome to today's third quarter 2025 Middleby earnings call. At this time, all participants are in a listen-only mode. Later, you will have the opportunity to ask your questions during the question-and-answer session. Please note today's call will be recorded, and I will be standing by should you need any assistance. It is now my pleasure to turn the conference over to CEO Tim Fitzgerald. Please ...

Skillz (NYSE:SKLZ) Q3 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker0Hello everybody and welcome to the Skillz Q3 2025 earnings conference call. My name is Elliot and I'll be coordinating your call today. If you'd like to register a question during today's event, please press star one on your telephone keypad. I'll let that hand over to Joe. Please go ahead.Speaker3This morning, Skillz issued its 2025 third quarter earnings release, which is available on the company's investor relations website. T ...

Open Text (NasdaqGS:OTEX) Q1 2026 Earnings Call November 06, 2025 08:30 AM ET Speaker2Thank you for standing by. This is the conference operator. Welcome to the OpenText Corporation First Quarter Fiscal 2026 Financial Results Conference Call. As a reminder, all participants are in listen-only mode, and the conference is being recorded. After the presentation, there will be an analyst Q&A session. To join the question queue, simply press star then one on your touch-tone phone. Should anyone need assistance d ...

Rockwell Automation (NYSE:ROK) Q4 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker1Thank you for holding and welcome to Rockwell Automation's quarterly conference call. I need to remind everyone that today's conference call is being recorded. Later in the call, we will open up the lines for questions. If you have a question at that time, please press star one. At this time, I would like to turn the call over to Aijana Zellner, Head of Investor Relations and Market Strategy. Ms. Zellner, please go ah ...

Cogent Communications (NasdaqGS:CCOI) Q3 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker1Good morning and welcome to the Cogent Communications Holdings third quarter 2025 earnings conference call. As a reminder, this conference call is being recorded, and it will be available for replay at www.cogentco.com. A transcript of this conference call will be posted on Cogent's website when it becomes available. Cogent's summary of financial and operational results attached to its press release can be down ...