Alignment Healthcare (ALHC) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants John Kao - Founder & CEOThomas Freeman - CFORyan Daniels - Group Head–Healthcare Technology and ServicesJohn Ransom - Managing Director, Director of Healthcare ResearchWhit Mayo - Senior Managing DirectorAndrew Mok - Director Conference Call Participants Michael Ha - Senior Research AnalystJessica Tassan - Senior Equity Research AnalystJoanna Gajuk - AnalystMatthew Gillmor - Director & Equity Research AnalystJona ...

Allison Transmission (ALSN) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Jacalyn Bolles - Executive Director of Treasury & IRDavid Graziosi - Chairman and CEOScott Mell - CFO & TreasurerG. Frederick Bohley - COOIsaac Sellhausen - Director - Equity ResearchTami Zakaria - Executive Director Conference Call Participants Kyle Menges - Vice President & Equity Research AnalystTim Thein - Managing Director & Research AnalystRob Wertheimer - AnalystAngel Castillo - AnalystLuke Junk - Senior R ...

Financial Data and Key Metrics Changes - The company reported a 19% year-over-year revenue growth, with a procedure growth rate of 17% [70][68] - The install base growth was 15%, indicating strong demand for the company's products [71] - Gross margins were noted as not perfect, with guidance set between 15% to 17% [71] Business Line Data and Key Metrics Changes - The SP product line saw a significant procedure growth of 94% year-over-year, indicating strong adoption [72] - General surgery has become the largest segment, with healthy growth across all segments [74] - The company has over 11,000 platforms operating in clinical environments, with a total of approximately 18 million procedures performed lifetime [57] Market Data and Key Metrics Changes - The company experienced strength in US General Surgery, with great adoption by general surgeons [65] - There has been a decrease in bariatric surgery due to the rise of GLP-1 drugs, but the company believes this will stabilize over time [63] - The company is present in 70 countries, indicating a broad market reach [85] Company Strategy and Development Direction - The company focuses on delivering value for patients and ensuring that healthcare providers receive value from their products [45] - There is an emphasis on expanding indications and launching new platforms, including the da Vinci V [60] - The company aims to achieve digital excellence and enhance its supply chain capabilities [91] Management's Comments on Operating Environment and Future Outlook - Management acknowledged environmental uncertainties in China and the impact of healthcare worker strikes globally [62][64] - The company is optimistic about the future, with a focus on innovation and growth despite current challenges [61] - Management highlighted the importance of a mission-driven employee population to achieve long-term goals [49] Other Important Information - The company has a strong Net Promoter Score of 75, indicating high customer satisfaction [87] - The company is committed to leveraging artificial intelligence and data analytics to improve surgical outcomes [103] Q&A Session All Questions and Answers Question: Are there any issues with tariffs affecting product sales in China? - The company faces a 125% tariff on products manufactured in the U.S. and imported into China, which has a significant financial impact [96] Question: What is being done to minimize the impact of tariffs? - The company is evaluating its supply chain operations and workflows to mitigate the impact of tariffs while waiting for the trade environment to stabilize [101] Question: How is the company leveraging AI and data analytics? - The company is focused on accessing high-quality data and using it for customer hospital analytics to optimize surgical outcomes [106][107] Question: What are the company's capital allocation priorities over the next two to three years? - The company prioritizes organic investment in the business, looking for technology acquisition opportunities, and returning excess cash to shareholders opportunistically [118]

Ryan Specialty Group (RYAN) Q1 2025 Earnings Call May 01, 2025 04:45 PM ET Company Participants Patrick Ryan - Founder & Executive ChairmanTimothy Turner - CEOJeremiah Bickham - PresidentJanice Hamilton - CFOElyse Greenspan - Managing DirectorMeyer Shields - Managing DirectorRobert Cox - Vice President - Equity Research Conference Call Participants Alex Scott - Equity Research AnalystMichael Zaremski - Managing Director & Senior Equity Research Analyst Operator Good afternoon, and thank you for joining us t ...

SPX Technologies (SPXC) Q1 2025 Earnings Call May 01, 2025 04:45 PM ET Company Participants Paul Clegg - Vice President of Investor Relations & CommunicationsGene Lowe - President and Chief Executive OfficerMark Carano - VP, CFO & TreasurerBrad Hewitt - VP - Equity Research Conference Call Participants Bryan Blair - Managing Director & Senior Research AnalystRoss Sparenblek - Research AnalystSteve Ferazani - Senior Equity Analyst - Diversified Industrials & Energy Operator Good day, and thank you for standi ...

Ascendis Pharma (ASND) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Scott Smith - Executive Vice President, Chief Financial OfficerJan Mikkelsen - President and Chief Executive OfficerJay Donovan Wu - EVP & President US MarketTazeen Ahmad - MD - US Equity ResearchGavin Clark-Gartner - Director - Biotechnology Equity ResearchSherrie Glass - Chief Business OfficerAimee Shu - EVP & Chief Medical OfficerJoseph Schwartz - Senior Managing DirectorLi Watsek - DirectorEllie Merle - ED - Biote ...

Zeta Global (ZETA) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Matthew Pfau - SVP - Investor RelationsDavid Steinberg - Co-Founder, Chairman & Chief Executive OfficerChristopher Greiner - Chief Financial OfficerTerry Tillman - Managing DirectorArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsMatthew Swanson - Director - Equity ResearchJackson Ader - Managing DirectorKoji Ikeda - Director - Enterprise Software Equity Research Conference Call Participants Jason Kreyer - ...

Riot Platforms (RIOT) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Phil McPherson - VP of Capital Markets & Investor RelationsJason Les - CEOColin Yee - Executive VP & CFOJason Chung - Executive VP and Head of Corporate Development & StrategyBenjamin Sommers - Equity Research AssociateReginald Smith - Senior AssociateMartin Toner - Managing Director - Institutional Research, Growth & InnovationMike Grondahl - Head of Equities & Director of Research Conference Call Participants Nick Gi ...

Idacorp (IDA) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Amy Shaw - Vice President of Finance, Compliance & RiskLisa Grow - CEO, President & DirectorBrian Buckham - Senior VP, CFO & TreasurerJohn Wonderlich - Investor Relations ManagerDavid Arcaro - Executive Director, Equity ResearchTim Tatum - Vice President of Regulatory AffairsChris Ellinghaus - Managing DirectorAdam Richins - Senior VP & COOJulia Hilton - VP & General CounselAnthony Crowdell - Managing Director Conference Call ...

Tarsus Pharmaceuticals (TARS) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants David Nakasone - Head of Investor Relations (IR)Bobak Azamian - Co-Founder, President, CEO & ChairmanAziz Mottiwala - Chief Commercial OfficerJeff Farrow - CFO and CSOSesha Neervannan - COOAndrea Newkirk - Biotechnolgy Equity ResearchEddie Hickman - Vice President Conference Call Participants Lachlan Hanbury-Brown - Biotech Equity Research AnalystPavan Patel - AnalystCory Jubinville - Managing Director & Resear ...