Portman Ridge Finance Corporation (NASDAQ:PTMN) Q3 2024 Earnings Conference Call November 12, 2024 10:00 AM ET Company Participants Ted Goldthorpe - Chief Executive Officer, President & Director Patrick Schafer - Chief Investment Officer Brandon Satoren - Chief Financial Officer Conference Call Participants Christopher Nolan - Ladenburg Thalmann Steven Martin - Slater Capital Paul Johnson - KBW Operator Welcome to Portman Ridge Finance Corporation's Third Quarter 2024 Earnings Conference Call. An earnings p ...

AstraZeneca PLC (NASDAQ:AZN) Q3 2024 Earnings Conference Call November 12, 2024 9:00 AM ET Company Participants Andy Barnett - Head, Investor Relations Pascal Soriot - Executive Director and CEO Aradhana Sarin - Executive Director and CFO Dave Fredrickson - Executive Vice President, Oncology Business Susan Galbraith - Executive Vice President, Oncology Research and Development Ruud Dobber - Executive Vice President and President, BioPharmaceuticals Sharon Barr - Executive Vice President, BioPharmaceuticals ...

Repligen Corporation (NASDAQ:RGEN) Q3 2024 Results Earnings Conference Call November 12, 2024 8:30 AM ET Company Participants Sondra Newman - Vice President, Global Head of Investor Relations Olivier Loeillot - President and Chief Executive Officer Jason Garland - Chief Financial Officer Conference Call Participants Dan Leonard - UBS Dan Arias - Stifel Rachel Vatnsdal - J.P. Morgan Puneet Souda - Leerink Partners Matt Larew - William Blair & Company Jacob Johnson - Stephens Inc. Conor McNamara - RBC Capital ...

Autolus Therapeutics plc (NASDAQ:AUTL) Q3 2024 Earnings Conference Call November 12, 2024 8:30 AM ET Company Participants Olivia Manser - Director-Investor Relations Christian Itin - Chief Executive Officer Rob Dolski - Chief Financial Officer Conference Call Participants James Shin - Deutsche Bank Matthew Phipps - William Blair Sebastiaan van der Schoot - VLK Hanze Zu - Jefferies Gil Blum - Needham & Company Jacob Mekhael - KBC Securities Operator Hello, ladies and gentlemen, and welcome to the Autolus The ...

Surgery Partners, Inc. (NASDAQ:SGRY) Q3 2024 Earnings Conference Call November 12, 2024 8:30 AM ET Company Participants Dave Doherty - Chief Financial Officer Wayne DeVeydt - Executive Chairman Eric Evans - Chief Executive Officer Conference Call Participants Jack Slevin - Jefferies Joanna Gajuk - Bank of America A.J. Rice - UBS Andrew Mok - Barclays Tao Qiu - Stifel Sarah James - Cantor Fitzgerald Bill Sutherland - The Benchmark Company Benjamin Rossi - JPMorgan Will Spivack - TD Cowen Operator Greetings, ...

James River Group Holdings, Ltd. (NASDAQ:JRVR) Q3 2024 Earnings Conference Call November 12, 2024 8:30 AM ET Company Participants Zachary Shytle - IR Frank D’Orazio - CEO Sarah Doran - CFO Conference Call Participants Mark Hughes - Truist Securities Brian Meredith - UBS Meyer Shields - KBW Casey Alexander - Compass Point Research & Trading Operator 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 James River Group ...

Talos Energy Inc. (NYSE:TALO) Q3 2024 Earnings Conference Call November 12, 2024 8:30 AM ET Company Participants Clay Jeansonne - Vice President of Investor Relations Joseph Mills - Interim President and Chief Executive Officer Sergio Maiworm - Chief Financial Officer Conference Call Participants Leo Mariani - Roth Capital Partners, LLC Greta Drefke - Goldman Sachs Paul Diamond - Citigroup Inc. Michael Furrow - Pickering Energy Partners Operator Good morning, ladies and gentlemen, and welcome to the Talos E ...

PowerFleet, Inc. (NASDAQ:AIOT) Q2 2025 Earnings Conference Call November 12, 2024 8:30 AM ET Company Participants Carolyn Capaccio - Investor Relations Steve Towe - Chief Executive Officer David Wilson - Chief Financial Officer Conference Call Participants Scott Searle - Roth Capital Gary Prestopino - Barrington Research Anthony Stoss - Craig-Hallum Dylan Becker - William Blair Alexander Sklar - Raymond James Greg Gibas - Northland Securities Operator Greetings. Welcome to the PowerFleet's Second Quarter 20 ...

Financial Data and Key Metrics - Net revenue from the battery business slightly declined to $33.5 million in Q3 2024, but overall revenue for the first three quarters grew 18.4% year-on-year to $114 million [6] - Gross profit margin for the battery business reached 34.3% in the first three quarters, an increase of 15.2 percentage points compared to the same period in 2023 [10] - Net profit for the battery business was $11.68 million in Q1, $7.89 million in Q2, and $2.04 million in Q3, totaling approximately $21.6 million for the first three quarters [11] Business Line Data and Key Metrics - Revenue from the energy storage sector reached $33.46 million, a 25% decrease year-on-year [8] - EV battery revenue was $333,000, a 17% decrease compared to the same period last year [9] - Revenue from light electric vehicles (LEVs) increased by 341% year-on-year to $4.9 million, driven by demand from India and Vietnam [9][29] Market Data and Key Metrics - Accumulated orders with PowerOAK reached approximately $11.35 million, with Viessmann Group at $233 million, and Jinpeng Group at $9.42 million [13] - Orders from Anker totaled $45.12 million since collaboration began, with clients encouraging overseas factory expansion [14] Company Strategy and Industry Competition - The company is accelerating capacity expansion plans, particularly for the Nanjing factory, which is operating at full capacity due to high demand for model 32140 cells [16] - Development of new battery models, such as the 40135 large cylindrical battery and the tablet model 26650 cylindrical battery, is progressing, with mass production expected soon [16][17] - The company is exploring overseas expansion, with the U.S. under consideration, and is seeking domestic partners to manage operations [30][31] Management Commentary on Operating Environment and Future Outlook - The company anticipates a gradual return to more typical gross margin levels, though still higher than industry competitors [23] - Management remains optimistic about future performance, driven by the profitability of both Dalian and Nanjing factories and expanded capacity in Nanjing [24] Other Important Information - The Dalian factory underwent a 1-month production suspension in September for refurbishment and energy cost optimization, which impacted Q3 revenue [7][22] - The Nanjing factory achieved profitability ahead of schedule, less than three years after starting operations [15] Q&A Session Summary Question: What caused the weakness in the battery business? - The decline in Q3 revenue was primarily due to a 1-month production suspension at the Dalian factory for refurbishment and energy cost optimization [21][28] Question: How frequently will maintenance shutdowns occur? - The shutdown at Dalian was planned and related to upgrading production lines, with no fixed frequency mentioned [27][28] Question: Is LEV demand mainly from India and Vietnam? - Yes, the LEV business is primarily driven by demand from Southeast Asia, including India and Vietnam, due to their reliance on imported batteries [29] Question: Any details on overseas expansion? - Overseas expansion is client-driven, with the U.S. under consideration, and the company is seeking domestic partners to manage operations [30][31]

FLEX LNG Ltd. (NYSE:FLNG) Q3 2024 Earnings Conference Call November 12, 2024 9:00 AM ET Company Participants Oystein Kalleklev - Chief Executive Officer Knut Traaholt - Chief Financial Officer Conference Call Participants Oystein Kalleklev … Third Quarter Results Presentation. I’m CEO Oystein Kalleklev, and I will be joined later in the presentation as usual by our CFO, Knut Traaholt, who will walk you through the financials. Before we begin, just want to remind you that we will be providing some forward-lo ...