U.S. Global Investors (NasdaqCM:GROW) Q4 2025 Earnings Call September 09, 2025 08:30 AM ET Company ParticipantsHolly Schoenfeldt - Director of MarketingFrank Holmes - CEO and CIOLisa Callicotte - CFOHolly SchoenfeldtInvestment Officer Lisa Callicotte, Chief Financial Officer, and myself, Holly Schoenfeldt, Director of Marketing. Moving on to slide number three. During this webcast, we may make forward-looking statements about our relative business outlook. Any forward-looking statements and all other statem ...

Casey's General Stores (NasdaqGS:CASY) Q1 2026 Earnings Call September 09, 2025 08:30 AM ET Company ParticipantsBrian Johnson - SVP Investor Relations and Business DevelopmentSteve Bramlage - CFODarren Rebelez - Chairman, President, and CEOConference Call ParticipantsBonnie Herzog - AnalystAnthony Bonadio - AnalystChuck Cerankosky - AnalystPooran Sharma - AnalystJacob Aiken-Phillips - AnalystChuck Grom - AnalystKelly Bania - AnalystBobby Griffin - AnalystCorey Tarlowe - AnalystMichael Montani - AnalystOpera ...

Financial Data and Key Metrics Changes - In Q4 2025, the company reported revenues of $74.7 million, a 40% decline year-over-year, primarily due to a winding down of the seed business and reduced demand for crop inputs in Argentina [6][9][10] - For the full fiscal year, revenues totaled $335.3 million, down 28% year-over-year, with declines across all segments [9][10] - Adjusted EBITDA for Q4 was -$4.5 million, down from $19.9 million the previous year, largely due to a $22.7 million reduction in gross profit [14][16] - Full-year EBITDA was $28.3 million, down from $81.4 million in FY24, reflecting a $54.6 million decline in gross profit [16] Business Line Data and Key Metrics Changes - In the seed segment, revenues were $63.9 million for the year, a reduction of 34%, attributed to the transition to a royalty-based model [10] - Crop protection revenues for the full year were $181.9 million, down 20%, with a strong decline in Argentina offsetting growth in bioprotection in the U.S. and adjuvants in Brazil [9][10] - Crop nutrition revenues were $89.5 million, down 37% year-over-year, driven by lower microbiota fertilizer sales in Argentina [9][10] Market Data and Key Metrics Changes - International sales of core technologies grew, with adjuvant sales in Brazil almost doubling and bioprotection products in the U.S. growing nearly 40% [8] - The company noted a significant decline in sales in Argentina due to adverse on-farm economics and reduced spending on agricultural inputs [5][6] Company Strategy and Development Direction - The company is focusing on cash generation and improving working capital management, targeting a running rate of 5 to 6 months of sales [20] - Cost structure adjustments are being accelerated, with targeted operating expense savings of around 10% to 12% [20][21] - The strategy includes scaling up biological initiatives and supporting key partners in Latin America while onboarding new partnerships in the U.S. and Australia [22] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges faced in fiscal 2025, particularly due to macroeconomic shifts in Argentina [4][5] - There is cautious optimism regarding the upcoming planting season in Argentina, with favorable weather conditions expected to drive input sales [54] - The company aims to improve EBITDA margins and strengthen its balance sheet in the coming years, preparing for the next growth phase [21][22] Other Important Information - Total financial debt stood at $255.5 million, slightly lower than the previous quarter, with cash and equivalents totaling $34.6 million [18] - The net debt-to-adjusted EBITDA ratio was reported at 7.8 times, reflecting a stable net debt but lower adjusted EBITDA [18] Q&A Session Summary Question: What metrics should be focused on in the next six to nine months? - Management emphasized cash generation and profitability expansion as key metrics, with less priority on top-line growth under current circumstances [24][26] Question: Can you elaborate on cost savings initiatives? - The company expects to achieve quarterly operating expense savings of $3 to $3.5 million through workforce streamlining and right-sizing capacities [29][30] Question: What is the current state of inventories held in the channel? - Management indicated that inventory levels in Argentina have been almost depleted, suggesting a potential recovery in sales [61][63] Question: What is the outlook for the HB4 product? - The company highlighted a significant agreement with GDM to reposition HB4 technology, which is expected to generate revenues in the upcoming fiscal year [42][44] Question: How should we think about the Syngenta revenue ramp? - Management expects the Syngenta revenue to ramp up in the current fiscal year, with $18 million gross profit reported for FY2025 [57][58]

SailPoint (NasdaqGS:SAIL) Q2 2026 Earnings Call September 09, 2025 08:30 AM ET Company ParticipantsMark McClain - Founder and CEOMatt Mills - PresidentBrian Carolan - CFOScott Schmitz - SVP of Investor RelationsOperatorGood day, and thank you for standing by. Welcome to the SailPoint Second Quarter 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you wi ...

Designer Brands (NYSE:DBI) Q2 2026 Earnings Call September 09, 2025 08:30 AM ET Company ParticipantsAshley Ferlin - Investor RelationsDoug M. Howe - CEOJared Poff - CFOConference Call ParticipantsDana Telsey - AnalystMauricio Serna - AnalystOperatorMorning and welcome to the Designer Brands Inc. Second Quarter 2025 Results Conference Call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing star, then zero on your telephone keypad. Afte ...

Core & Main (NYSE:CNM) Q2 2026 Earnings Call September 09, 2025 08:30 AM ET Speaker4Hello and welcome to the Core & Main Q2 2025 earnings call. My name is Alex. I'll be coordinating today's call. If you'd like to ask a question at the end of the presentation, please press star followed by one on your telephone keypad. I'll now hand it over to Glenn Floyd, Director of Investor Relations. Please go ahead.Speaker0Good morning and thank you for joining us. I'm Glenn Floyd, Director of Investor Relations at Core ...

Financial Data and Key Metrics Changes - Revenue for Q2 2026 grew approximately 16% year-over-year to about $98 million, with non-GAAP gross profit increasing by about 17% year-over-year [5][18] - Adjusted EBITDA for the quarter was approximately $11 million, reflecting a growth of about 33% compared to Q2 last year [5][21] - Cash flow from operating activities was negative $6 million, primarily due to expected seasonal expenses [5][23] - Non-GAAP gross margin for the quarter was 72.1%, expanding by 81 basis points year-over-year [19][26] Business Line Data and Key Metrics Changes - Software revenue was $36.6 million, an increase of 35.9% year-over-year, while software services revenue was $46.7 million, up $1.4 million from last year [18] - Total software revenue for the quarter was approximately $83.3 million, representing 85.5% of total revenue [18] - Professional services revenue in Q2 was $14.2 million, an increase of $2 million over last year [19] - Recurring revenue for Q2 was $47.4 million, representing 48.7% of total revenue [19] Market Data and Key Metrics Changes - Total remaining performance obligations (RPO) at the end of Q2 was $574.5 million, up from $567.7 million at the same period last year [24] - Short-term RPO at the end of Q2 increased to $355 million, providing solid visibility into revenue over the next 12 months [24] Company Strategy and Development Direction - The company aims for $500 million in revenue by the fiscal year ending January 31, 2028, with gross margins of about 73% and adjusted EBITDA margins above 20% [15] - The U.S. remains a key growth strategy, with ongoing efforts to expand presence and strategic partnerships, including an alliance with LexisNexis Risk Solutions [12][15] - The company is focused on deepening relationships with existing customers, winning new customers, and expanding its footprint in the U.S. market [15][26] Management's Comments on Operating Environment and Future Outlook - Management noted that the global environment is marked by heightened security challenges, creating an urgent demand for advanced intelligence solutions [8][10] - The company expressed confidence in achieving its updated guidance for the fiscal year ending January 31, 2026, expecting revenue of approximately $397 million, representing about 13% year-over-year growth [16][25] - Management highlighted the importance of innovation and customer feedback in driving long-term growth and profitability [11][15] Other Important Information - The class action lawsuit was fully dismissed with no additional appeals possible [27] - The company completed a share repurchase program, repurchasing about 2.1 million ordinary shares for a total of $20 million [23] Q&A Session Summary Question: Can you help us think through your updated assumptions around the U.S. federal environment? - Management indicated that while the U.S. presents a significant opportunity, it currently represents a small portion of the business, and they are not heavily relying on it for short-term guidance [30][31] Question: How are conversations compared to expectations regarding U.S. budgets? - Management acknowledged budget headwinds but noted successful acquisitions of new state and local customers and strong POCs [33][35] Question: How much of the growth came from existing customers versus data growth? - The majority of growth is driven by existing customers, with new customers starting small and growing over time [41][42] Question: What is driving the displacement of incumbents? - The company attributes displacement to advanced technology, R&D investments, and the ability to provide superior analytics and insights [44][46] Question: How is the overall deal pipeline turning versus six to twelve months ago? - Management reported a healthy demand environment, with increasing pressure on customers to modernize solutions and deal with more data [60][66]

Hello Group (NasdaqGS:MOMO) Q2 2025 Earnings Call September 09, 2025 08:00 AM ET Company ParticipantsZhang Sichuan - COOJiayun Fang - Group Sustainability and ImpactTang Yan - CEOAshley Jing - Director of Investor RelationsCathy Hui Peng - CFOConference Call ParticipantsThomas Chong - Stock AnalystXueqing Zhang - Media AnalystLeo Chiang - Equity Research AnalystOperatorLadies and gentlemen, thank you for standing by and welcome to the Second Q Earnings Conference Call. All participants are in a listen-only ...

Hello Group (NasdaqGS:MOMO) Q2 2025 Earnings Call September 09, 2025 08:00 AM ET Company ParticipantsTang Yan - CEOJiayun Fang - Group Sustainability and ImpactCathy Hui Peng - CFOAshley Jing - Director of Investor RelationsZhang Sichuan - COOConference Call ParticipantsLeo Chiang - Equity Research AnalystThomas Chong - Stock AnalystXueqing Zhang - Media AnalystOperatorLadies and gentlemen, thank you for standing by and welcome to the second quarter 2025 Hello Group Inc. earnings conference call. All partic ...

Financial Data and Key Metrics Changes - Total group revenue for Q2 2025 was RMB 2.62 billion, down 3% year-over-year but up 4% quarter-over-quarter [20] - Domestic revenue reached RMB 2.18 billion, down 11% year-over-year, while overseas business revenue was RMB 442 million, up 17.3% year-over-year [5][20] - Adjusted operating income was RMB 448 million, down 6% from Q2 last year, with a margin of 17% [5][24] - Non-GAAP net loss was RMB 96 million compared to RMB 449.2 million from the same period of 2024 [20] Business Line Data and Key Metrics Changes - MoMo app value-added service revenue was RMB 1.85 billion, down 11% year-over-year due to soft spending sentiment among high-paying users [10] - Tang Tang's revenue from the onshore business in Q2 was RMB 116 million, down 18% year-over-year [12] - Overseas revenue from value-added services was RMB 440.7 million, up 73% year-over-year [21] Market Data and Key Metrics Changes - Overseas revenue accounted for 17% of total group revenue compared to 10% in the same period last year [16] - Tang Tang's MAU reached 10.2 million, down 5% from last quarter [12] - The RP pool for Tang Tang increased 18% year-over-year, partially offsetting revenue pressure [13] Company Strategy and Development Direction - Key priorities for 2025 include maintaining MoMo's productivity, improving Tang Tang's core dating experience, and deepening overseas market presence [5] - The company aims to balance growth and profitability, especially in overseas markets, while being cautious about user acquisition costs [17][18] - The focus on AI applications includes enhancing user experience and developing new products, such as a standalone AI character role-playing chat app in Japan [36][38] Management Comments on Operating Environment and Future Outlook - Management expects the second half of the year to be relatively controllable for MoMo, with no significant deterioration in consumer sentiment [33][35] - The company anticipates a year-over-year decline in domestic revenue in the low teens, while overseas revenue is expected to grow around 70% for the year [55] - Recent tax scrutiny may impact revenue and gross margins, but adjustments in revenue sharing policies are being made to mitigate these effects [54][56] Other Important Information - The company accrued an additional withholding income tax of RMB 547.9 million related to dividends, which is a one-off item [25][26] - Cash reserves decreased to RMB 12.39 billion as of June 30, 2025, primarily due to loan repayments and cash dividends [27] Q&A Session Summary Question: Can management discuss the second half outlook for MoMo and the strategy on AI application? - Management indicated that the situation for MoMo is controllable, with a stable consumer sentiment and regulatory environment [33][34] Question: What measures have been taken to mitigate the impact of the product upgrade on Tang Tang's paying ratios? - Management explained that user classification and tailored monetization strategies were implemented to address revenue pressure from the product upgrade [42][43] Question: What are the expectations for the sustainability of overseas revenue growth? - Management noted that while growth may moderate slightly, overseas business is expected to continue delivering robust growth, particularly from new brands [48][50] Question: Will there be changes in profit margins due to the withholding tax issue? - Management stated that there could be fluctuations in revenue and gross margins, but overall effects should remain manageable [54][56]