Corcept Therapeutics (CORT) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Thank you for standing by and welcome to Corcept Therapeutics First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speaker presentation, there will be a question and answer session. To a question during the session, will need to press 11 on your telephone. To remove yourself from the queue, you may press 11 again. I would now like to hand the call over ...

Upwork (UPWK) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good day, thank you for standing by. Welcome to Upwork's First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer Please be advised today's conference is being recorded. I would now like to hand the conference over to your speaker today, Samuel Meehan, Vice President of Investor Relations. Please go ahead. Spea ...

PRA Group (PRAA) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good evening, and welcome to PRA Group's First Quarter twenty twenty five Conference Call. All participants will be in a listen only mode. After today's presentation, there will be opportunity to ask questions. To ask a question, you may press star then the number 1 on your touch tone phone. To withdraw your question, please press star then the number 2. Please note this event is being recorded. I would now like to Speaker1 hand the I ...

Navitas Semiconductor (NVTS) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good afternoon. Thank you for standing by, and welcome to Nepitas Semiconductor First Quarter twenty twenty five Financial Results Conference Call. Please be advised today's conference is being recorded and a replay will be available on Navitas Investor Relations website. I would now like to hand the conference over to Lori Barker, Investor Relations. Please go ahead. Speaker1 Good afternoon, everyone. I'm Lori Barker, Inve ...

Palantir (PLTR) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Afternoon. I'm Anna Sorrow from Palantir's finance team, and I'd like to welcome you to our first quarter twenty twenty five earnings call. We'll be discussing the results announced in our press release issued after the market closed and posted on our Investor Relations website. During the call, we will make statements regarding our business that may be considered forward looking within applicable securities laws, including statements r ...

Financial Data and Key Metrics Changes - First quarter revenue was $682 million, up 13% year over year, with growth in both segments [21] - Adjusted EBITDA was $130 million, also up 13% year over year, driven by robust growth in government operations [21] - Adjusted earnings per share increased to $0.91, a 20% rise compared to $0.76 last year [22] Business Line Data and Key Metrics Changes - Government operations saw a revenue increase of 14%, driven by naval propulsion and special materials [24] - Commercial operations revenue was $128 million, up 10% year over year, led by growth in medical and commercial power [25] - Adjusted EBITDA margin for government operations was 21.1%, while commercial operations saw a margin of 10.9%, down 100 basis points due to unfavorable mix and cost absorption [26] Market Data and Key Metrics Changes - The commercial operations backlog reached a record $1.3 billion, up 39% from the previous quarter and 78% year over year [15] - The Canadian Nuclear Safety Commission authorized the construction of the first BWRX 300 unit, marking a significant milestone for North America's first SMR project [16] Company Strategy and Development Direction - The company is focused on expanding its nuclear services portfolio and enhancing its manufacturing capacity in North America [7][17] - BWXT is positioned to benefit from long-term investments in nuclear technologies driven by decarbonization and increasing electricity demand [5][6] - The company is actively pursuing opportunities in government contracts, particularly in energy security and environmental restoration projects [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to weather macroeconomic disruptions due to long-cycle contracts and a strong balance sheet [8] - The administration's focus on naval nuclear fleet and nuclear modernization is expected to support a revenue CAGR of 3% to 5% in the government operations segment [11] - The market for nuclear medicine is anticipated to grow significantly, driven by increasing volumes of SPECT and PET scanning procedures [20] Other Important Information - Free cash flow for the quarter was $17 million, with capital expenditures at $33 million, or 4.9% of sales [21][23] - The company expects full-year free cash flow to be between $265 million and $285 million [23] Q&A Session Summary Question: Were the negative EACs all at government operations? - The negative EACs were about half from commercial operations and half from government operations, with specific impacts noted in the fuel business [32][33] Question: Do you see BWXT as in line to get any of the funding from the recent appropriations? - There is optimism regarding potential funding from the reconciliation bill, particularly for domestic defense enrichment and DoD nuclear reactors [36][42] Question: Can you provide an update on the Actinium-225 effort? - The company remains the largest commercial producer of Actinium-225 and is exploring multiple production modalities [98] Question: What is the status of the enrichment contract and pilot program? - The pilot program is in the conceptual stage, focusing on designing a pilot plant for centrifuge-type enrichment technology [62][63] Question: How is the company managing the zirconium cost impact? - The company has strong relationships with customers that allow for a path through mechanism to mitigate unforeseen risks related to raw material costs [89]

Trueblue (TBI) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Greetings, and welcome to the TrueBlue First Quarter twenty twenty five Earnings Call. 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. At this time, I want to remind everyone that today's call and slide presentation contain forward looking statements, all of which are subject to risks and uncertainties, and manag ...

Ethan Allen Interiors (ETD) Q3 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good afternoon, and welcome to the Ethan Allen Fiscal twenty twenty five Third Quarter Analyst Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. It is now my pleasure to introduce your host, Matt McNulty, Senior Vice President, Chief Financial Officer and Treasurer. Thank you. You may beg ...

Playstudios (MYPS) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 and welcome to PlayStudio's First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. I will now turn the conference over to your host, Jason Hahn, Chief Strategy Officer and Head of Investor Relations. Thank you, sir. You may begin. Speaker1 Thank you, operator. Good aftern ...

Digimarc (DMRC) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Greetings, and welcome to the Digimarc Q1 twenty twenty five Earnings Conference Call. 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. It is now my pleasure to introduce George Caramanos. Please go ahead. Speaker1 Thank you. Welcome to our Q1 conference call. Riley McCormick, our CEO and Charles Beck, our CFO, a ...