Perion Network (PERI) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Tal Jacobson - CEO & DirectorElad Tzubery - Chief Financial OfficerJason Helfstein - MD & Head - InternetAndrew Marok - Director Conference Call Participants Eric Martinuzzi - Senior Research AnalystJeff Martin - Director of Research & Senior Research Analyst Operator Hello, everybody, and welcome to the Perion Network Q1 twenty twenty five Earnings Conference Call. Today's conference is being recorded and an archive o ...

CyberArk Software (CYBR) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Srinivas Anantha - VP - Investor RelationsMatt Cohen - CEOErica Smith - CFOSaket Kalia - Managing DirectorJoseph Gallo - Senior Vice PresidentCharlotte Bedick - Vice President - Equity ResearchJohn DiFucci - Senior Managing DirectorRoger Boyd - Executive DirectorGregg Moskowitz - Managing Director, Enterprise softwareShaul Eyal - Managing Director - Equity Research Conference Call Participants Matthew Hedberg - Soft ...

908 Devices (MASS) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Kelly Gura - Vice PresidentKevin Knopp - Co-Founder, CEO & DirectorJoseph Griffith - CFODaniel Arias - Managing DirectorPuneet Souda - Senior MD Conference Call Participants Matt Larew - Research Analyst - HealthcareBrendan Smith - Director & Senior Analyst Operator Hello, and welcome, everyone, to the nine zero eight Devices First Quarter twenty twenty five Financial Results Conference Call. My name is Becky, and I'll be ...

Fennec Pharmaceuticals (FENC) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Robert Andrade - Chief Financial OfficerJeffrey Hackman - CEO & Member of the Board of DirectorsSudan Loganathan - Managing DirectorRaghuram Selvaraju - Managing Director, Healthcare Equity Research Conference Call Participants Chase Knickerbocker - Senior Equity Research Analyst - HealthcareMichael Okunewitch - Senior Biotechnology Analyst Operator Good morning, ladies and gentlemen, and welcome to FENIC Pharm ...

Cellectar Biosciences (CLRB) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Anne Marie Fields - Managing DirectorJames Caruso - President, CEO & DirectorChad Kolean - CFOJarrod Longcor - Chief Operating OfficerAydin Huseynov - Managing Director, Equity Research Operator Ladies and gentlemen, thank you for standing by, and welcome. At this time, all participants are in a listen only mode. Following the presentation, there will be a question and answer session. Please be advised that toda ...

Financial Data and Key Metrics Changes - Rental revenue reached a quarterly record of $38.9 million, a 15% increase year-over-year and a 2% sequential increase [6][20] - Adjusted EBITDA for the quarter was $19.3 million, marking a 14% increase compared to the first quarter of the previous year and a 7% sequential increase [7][22] - Net income for the quarter was $4.9 million, or $0.38 per diluted share, compared to $5.1 million, or $0.41 per diluted share in the prior year [21] - Total revenue for Q1 2025 was $41.4 million, a 12% increase from $36.9 million in Q1 2024 [20] Business Line Data and Key Metrics Changes - Adjusted rental gross margin was 61.9%, an increase of 80 basis points year-over-year and 150 basis points sequentially [21] - Rented adjusted gross margin reached 61.9%, marking one of the highest levels achieved in the past decade [21] Market Data and Key Metrics Changes - Natural gas prices are currently hovering in the mid-threes after peaking above four, with forecasts showing potential upside due to LNG export growth and new pipeline projects [10] - The company has observed modest CapEx reductions from customers, but these have not materially impacted its business [9] Company Strategy and Development Direction - The company is focusing on three growth and value drivers: asset utilization, fleet expansion, and mergers and acquisitions [11] - There is a strong emphasis on customer diversification, with the largest customer accounting for 46% of revenue, down from 54% in the previous fiscal year [15] - The company is maintaining its growth CapEx guidance of $95 million to $120 million, heavily weighted towards the second half of the year [29] Management's Comments on Operating Environment and Future Outlook - Management remains confident in the ability to perform despite market volatility and has not seen significant changes in the demand environment [35] - The company is cautiously optimistic about the future, with ongoing discussions about growth in 2026 and a strong pipeline of contracted units [5][9] - Management is closely monitoring macroeconomic conditions and their potential impact on the business [28] Other Important Information - The company ended the quarter with $168 million outstanding on its revolving credit facility, with a leverage ratio of 2.18 times [23] - Significant progress has been made in monetizing an $11 million income tax receivable, which is expected to be collected in the near future [12] Q&A Session Summary Question: Current demand environment and volatility - Management indicated that there has not been a significant change in the demand environment, with 2025 contracts essentially locked in and ongoing discussions for 2026 growth [35] Question: Gross margins and unusual factors - Management explained that the increase in gross margins is consistent with the mix of high horsepower units and that some natural volatility is expected [38][40] Question: Plans for monetization of assets - Proceeds from monetization efforts will primarily be used to pay down debt and fund organic growth initiatives [47] Question: Impact of crude oil volatility on smaller compression providers - Management noted that while crude oil prices primarily affect large horsepower, there are modest positive trends for small horsepower driven by natural gas prices [54] Question: Lead times for engines and frames - Lead times remain unchanged, with engines taking approximately six to nine months and compressor frames taking up to twelve months [58]

Regis (RGS) Q3 2025 Earnings Call May 13, 2025 08:30 AM ET Speaker0 Good morning, and thank you for joining the Regis third quarter twenty twenty five earnings conference call. I am your host, Kirsten Zupfer, Executive Vice President and Chief Financial Officer. I am joined today by our President and Chief Executive Officer, Matthew Doctor. All participants are in a listen only mode, and this conference is being recorded. I would like to remind everyone that the language on forward looking statements includ ...

CyberArk Software (CYBR) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Speaker0 Thank you for standing by. My name is Kate, and I will be your conference operator today. At this time, I would like to welcome everyone to the Q1 twenty twenty five CyberArk Software Ltd. Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer Thank you. I would now like to turn the call over to Srinivas, VP of Investor Relat ...

Altimmune (ALT) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Speaker0 Good morning, ladies and gentlemen, and welcome to the Altimmune First Quarter twenty twenty five Financial Results Conference Call. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again. As a reminder, this call ...

Acadia Healthcare Company (ACHC) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Speaker0 After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then 1 on your telephone keypad. To withdraw your question, please press star then 2. On today's call, we ask that you please limit yourself to one question and one follow-up during q and a. Also, please be aware that today's call is being recorded. I would now like to turn the call over to Brian Farley, Gene ...