Maximus (NYSE:MMS) Q4 2025 Earnings Call November 20, 2025 09:00 AM ET Speaker1Greetings and welcome to the Maximus Fiscal 2025 Fourth Quarter and Year-End Earnings Conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce you ...

Valneva (NasdaqGS:VALN) Q3 2025 Earnings Call November 20, 2025 09:00 AM ET Speaker2Good day, and thank you for standing by. Welcome to the Valneva 9 Month 2025 Financial Results Conference Call and Webcast. 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, please press star 1 and 1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw yo ...

Financial Data and Key Metrics Changes - The stockholders approved the proposal to grant discretionary authority to the Board of Directors for a reverse stock split within a range of 1-for-2 to a maximum of 1-for-10, indicating a strategic move to potentially enhance share value [12][13][14] - The company successfully ratified the selection of M&K CPAs as the independent registered public accounting firm for the fiscal year ending December 31, 2025, ensuring compliance and transparency in financial reporting [15] Business Line Data and Key Metrics Changes - The amendment to the 2022 equity incentive plan to increase the number of shares authorized for issuance to 5 million was approved, which may impact employee compensation and retention strategies [14] Market Data and Key Metrics Changes - The approval of the issuance of shares to Streeterville Capital, LLC, in prepaid financing transactions that may collectively equal or exceed 20% of the issued and outstanding shares indicates a significant capital raise strategy [14] Company Strategy and Development Direction - The company is pursuing a reincorporation from Delaware to Nevada, which may provide more favorable business regulations and tax benefits [13] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during this meeting, focusing instead on the proposals and voting results Other Important Information - The meeting concluded with the election of seven directors, ensuring continuity in governance and strategic direction [12][13] Summary of Q&A Session - There were no recorded questions or answers during the meeting, as the focus was primarily on the proposals and voting outcomes

Summary of American Public Education (APEI) 2025 Investor Day Company Overview - **Company**: American Public Education, Inc. (APEI) - **Industry**: Higher Education, focusing on military and veteran education - **Key Institutions**: American Public University System (APUS), Rasmussen University, Hondros College of Nursing Core Points and Arguments 1. **Value Proposition**: APEI is recognized as "higher education's best kept secret," with 72% of APUS students graduating with no student debt, largely due to its affiliation with the Department of Defense [4][20][46] 2. **Market Position**: APEI serves a critical role in addressing the nursing shortage, with a projected 200,000 openings annually for the next decade [7][25] 3. **Educational Model**: APEI offers a flexible educational model, allowing students to take one class at a time, which is particularly beneficial for military learners [12][18] 4. **Growth Strategy**: Plans to expand into new markets and add programs, particularly targeting military families and veterans, are underway [15][30] 5. **Financial Performance**: APEI aims for organic revenue between $890 million and $925 million by 2029, with an adjusted EBITDA margin of 20%-21% [30][31] 6. **Student Demographics**: The student body includes 40% military referrals and 30% of military students returning for a second degree, indicating high satisfaction and loyalty [25][47] 7. **Tuition Assistance**: APEI's tuition model aligns with Department of Defense assistance, allowing military students to study at no out-of-pocket cost [20][44] Important but Overlooked Content 1. **Technological Integration**: APEI is leveraging technology to enhance learning experiences and operational efficiency, which is crucial for future growth [9][10] 2. **Market Share Growth**: APEI has gained 1,090 basis points of market share in the military education sector over the past five years, indicating strong competitive positioning [49] 3. **Unique Educational Platform**: The purpose-built platform for military education is difficult for competitors to replicate, providing APEI with a sustainable competitive advantage [42][50] 4. **Extended Family Segment**: APEI is expanding its reach to include the families of military personnel, tapping into a significant market of 20 million potential students [55][56] 5. **Career Services**: APEI offers lifelong career services to military students transitioning to civilian life, enhancing their employability [45][46] Conclusion APEI is strategically positioned to capitalize on the growing demand for military and veteran education, with a strong focus on student outcomes, financial discipline, and market expansion. The company's unique value proposition and commitment to serving those in the military community underpin its growth strategy and operational success.

Moderna (NasdaqGS:MRNA) 2025 Analyst Day November 20, 2025 09:00 AM ET Company ParticipantsAmanda Sorrento - Head of HR CoreDarren Edwards - Program Leader for mRNA-1283Nathan Sauveur - Manager of HR Technical OperationsRaffael Nachbagauer - Head of Platform and Technology Integration and VP of DevelopmentNone - Company RepresentativeCraig Kennedy - Head of Global Supply ChainDan Culpdon - Senior Fellow leading Computational Design and In Vitro SelectionGerhard Eller - Senior Director of Global Logistics an ...

Shoe Carnival (NasdaqGS:SCVL) Q3 2026 Earnings Call November 20, 2025 09:00 AM ET Speaker1Good morning and welcome to Shoe Carnival's third quarter 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the number one on your telephone keypad. If you would like to withdraw your question, press star one again. ...

Insulet (NasdaqGS:PODD) 2025 Investor Day November 20, 2025 09:00 AM ET Company ParticipantsCarolyn Sleeth - Head of US BusinessDavid Roman - Managing DirectorNone - Unknown Speaker 9None - Unknown Speaker 3None - Unknown Speaker 7None - Unknown Speaker 11Eric Benjamin - COOClaire Trachtman - VP of Investor RelationsNone - Unknown Speaker 4None - Unknown Speaker 5Manoj Raghunandanan - Chief Growth OfficerTrang Ly - Chief Medical OfficerNone - Unknown Speaker 8None - Unknown Speaker 6None - Unknown Speaker 2 ...

CareDx (NasdaqGM:CDNA) FY Conference November 20, 2025 09:00 AM ET Company ParticipantsKeith Kennedy - COOJohn Hanna - CEOConference Call ParticipantsMason Carrico - Research AnalystMason CarricoWelcome, everyone, to day three of the Stephens Conference. I'm Mason Carrico. I'm the med tech and diagnostics analyst here. Excited to have CareDx with us today. We've got John Hanna, CEO, and Keith Kennedy, COO. Thank you, guys, for making it.John HannaThanks for having us, Mason. We really appreciate it.Keith Ke ...

ACI Worldwide (NasdaqGS:ACIW) FY Conference November 20, 2025 09:00 AM ET Company ParticipantsJohn Kraft - Head of Investor RelationsBobby Leibrock - CFOChuck Nabhan - Managing DirectorConference Call ParticipantsNone - AnalystChuck NabhanGood morning, everyone. Everybody hear me okay? All right. My name is Chuck Nabhan. I cover the payments and fintech space at Stephens. Pleased to host Bobby Leibrock, the CFO of ACI, as well as John Kraft, Head of Investor Relations. For those that aren't familiar with th ...

American Public Education (NasdaqGS:APEI) 2025 Investor Day November 20, 2025 09:00 AM ET Company ParticipantsKarmela Gaffney - CMODwayne Bertotto - COORaj Sharma - Managing DirectorEd Codispoti - CFOMatt Filek - Senior Equity ResearchNuno Fernandes - PresidentMark Arnold - PresidentNone - Company RepresentativeJasper Bibb - VPConference Call ParticipantsTom White - Senior Equity Research AnalystEric Martinuzzi - Senior Research AnalystScott Schnabel - AnalystGriffin Boss - Equity Research AnalystLuke Horto ...