iHeartMedia (IHRT) Q1 2025 Earnings Call May 12, 2025 04:30 PM ET Company Participants Mike McGuinness - Executive Vice President, Deputy Chief Financial Officer & Head of Investor RelationsBob Pittman - Chairman & CEORich Bressler - President, Chief Operating Officer & Chief Financial OfficerStephen Laszczyk - Vice PresidentPatrick Sholl - Vice President Conference Call Participants Sebastiano Petti - Senior Research AnalystAaron Watts - Managing Director, Media, Entertainment, Cable, & Satellite Credit An ...

Radiant Logistics (RLGT) Q3 2025 Earnings Call May 12, 2025 04:30 PM ET Company Participants Bohn Crain - Founder, CEO & ChairmanTodd Macomber - Senior VP & CFOJeffrey Kauffman - Partner & Transportation and Logistics Equity Research Conference Call Participants Elliot Alper - Analyst Operator Greetings, and welcome to the Radiant Logistics Third Quarter Fiscal Year twenty twenty five Earnings Call. At this time, all participants are on a listen only mode and a question and answer session will follow the fo ...

Exodus Movement (EXOD) Q1 2025 Earnings Call May 12, 2025 04:30 PM ET Company Participants Jon Paul Richardson - CEO & DirectorJames Gernetzke - CFO & SecretaryBill Papanastasiou - Vice PresidentEdward Engel - Crypto Research & Strategy Conference Call Participants Andrew Harte - Director & FinTech AnalystKevin Dede - MD & Senior Technology Analyst Operator Hi, everyone. Thanks for being here, and welcome to Exodus' first quarter twenty twenty five earnings conference call. I'm your host, Elizabeth Shores, ...

Financial Data and Key Metrics Changes - Total revenue for Q1 2025 was $30 million, down from $33.1 million in Q1 2024 [46] - U.S. XPOVIO net product revenue decreased to $21.1 million from $26 million year-over-year, attributed to a $5 million increase in product return reserves [47] - Gross to net provisions for XPOVIO were 45% in Q1 2025 compared to 29.3% in the same period in 2024 [47] - Cash, cash equivalents, and investments at the end of Q1 2025 were $70.3 million, down from $109.1 million at the end of 2024 [48] Business Line Data and Key Metrics Changes - Demand growth for Q1 was 5% year-over-year, with net product revenue impacted by atypical returns of expired products [40] - Royalty revenue increased by 57% to $1.7 million in Q1 2025 compared to Q1 2024, reflecting growing global demand for XPOVIO [42] Market Data and Key Metrics Changes - The multiple myeloma market remains highly competitive, with expectations of additional new entrants this year [41] - The company anticipates a peak revenue potential of approximately $1 billion in the U.S. for selinexor in myelofibrosis if approved [10] Company Strategy and Development Direction - The company is focused on completing enrollment in the Phase III SENTRY trial for myelofibrosis and advancing the Phase III trial in endometrial cancer [7][38] - The strategy includes leveraging a profitable commercial organization in multiple myeloma to drive rapid commercialization in new disease areas [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the potential of selinexor to redefine the standard of care in myelofibrosis, with encouraging clinical data supporting its efficacy [8][10] - The company is exploring various opportunities to extend its cash runway while focusing on advancing clinical trials and commercial performance [51][53] Other Important Information - The Phase III SENTRY trial successfully passed its pre-specified futility analysis, allowing the study to continue as planned [35] - The company expects to complete enrollment in the SENTRY trial by June-July 2025 [35][67] Q&A Session Summary Question: Can you talk about the futility analysis and its basis? - The futility analysis was based on efficacy and safety data from the first 61 patients, with thresholds for no worsening compared to ruxolitinib alone [55][56] Question: What are the assumptions for achieving full enrollment in June and July? - The company is currently 80% enrolled and expects to complete enrollment in the June-July timeframe, with a press release to follow [67] Question: What is driving utilization in multiple myeloma? - The company reported 5% growth in demand, with utilization driven by its flexible combination therapy positioning in both community and academic settings [82] Question: What is the normal run rate of return product? - The atypical returns of $5 million were related to high-dose products, and the company does not expect this to continue into future quarters [89] Question: How confident is the company in reaching its revenue guidance? - The company believes it can deliver at the lower end of its revenue guidance due to strong demand growth and global partner revenue [97]

Energy Vault (NRGV) Q1 2025 Earnings Call May 12, 2025 04:30 PM ET Company Participants Michael Beer - CFO & Head of Corporate ServicesRobert Piconi - Chairman & CEONoel Parks - Managing Director - Energy Research Conference Call Participants Justin Clare - MD & Research Analyst Operator Greetings and welcome to Energy Vault's First Quarter twenty twenty five Earnings Call. At this time, participants are in a listen only mode. A brief question and answer session will follow the formal presentation. As a rem ...

iHeartMedia (IHRT) Q1 2025 Earnings Call May 12, 2025 04:30 PM ET Company Participants Mike McGuinness - Executive Vice President, Deputy Chief Financial Officer & Head of Investor RelationsBob Pittman - Chairman & CEORich Bressler - President, Chief Operating Officer & Chief Financial OfficerStephen Laszczyk - Vice PresidentPatrick Sholl - Vice President Conference Call Participants Sebastiano Petti - Senior Research AnalystAaron Watts - Managing Director, Media, Entertainment, Cable, & Satellite Credit An ...

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was reported at $329 million, reflecting a 20% year-on-year increase [5][12] - Resident count increased by 15% year-on-year, reaching approximately 189,000 [5][12] - Adjusted EBITDA for the quarter was $23.4 million, a 16% increase compared to the previous year [5][12] - Excluding PUBCO costs, adjusted EBITDA growth was 20% year-on-year [12] Business Line Data and Key Metrics Changes - The growth in revenue was driven by organic growth and acquisitions, specifically from Heartland and Freedom pharmacies [12] - Gross profit increased to $64.4 million, representing a 17% increase [12] Market Data and Key Metrics Changes - The company is actively monitoring industry trends, particularly the impact of tariffs and the Inflation Reduction Act [9][10][11] Company Strategy and Development Direction - The company is focused on sustainable long-term value creation for shareholders and is committed to integrating multiple acquisitions [5][6] - An acquisition of a small pharmacy in Wichita, Kansas was completed, increasing the total number of pharmacies to 52 [6] - The company is expanding its regional presence through Greenfield startups and acquisitions [8][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating potential impacts from the Inflation Reduction Act and tariffs, indicating a robust acquisition pipeline [10][11][38] - The company expects to end the year in the upper half of its revenue guidance range due to strong Q1 performance [5][15] Other Important Information - The company ended Q1 with $14 million in cash and zero debt, maintaining a strong financial position [15] - The integration of Heartland's IT infrastructure is underway, which may impact profitability in the short term but is expected to enhance long-term success [13][14] Q&A Session Summary Question: Size of Heartland drag in Q1 and full year integration costs - Management indicated that the integration costs were included in guidance, with approximately $500,000 pulled into Q1 due to expedited operating system conversion [25] Question: Impact of the Trump executive order on payer negotiations - Management noted uncertainty regarding the executive order's effects but remains positive about ongoing discussions with payors [26][27] Question: Breakdown of resident count growth between same-store metrics and acquisitions - Management confirmed that organic growth met guidance, with the remainder attributed to acquisitions [36] Question: Pipeline status and impact of economic uncertainty - Management reported a robust acquisition pipeline, indicating that economic pressures have not negatively impacted opportunities [38]

Financial Data and Key Metrics Changes - Brink's reported total organic growth of 6% in Q1, at the top end of previous guidance [6] - Adjusted EBITDA was $215 million with a margin of 17.2%, exceeding the high end of Q1 guidance [7] - Earnings per share (EPS) was $1.62, reflecting benefits from share repurchases and a planned increase in the tax rate [7] - Free cash flow conversion was 40%, highlighting progress on accounts receivable collections [7][11] Business Line Data and Key Metrics Changes - ATM Managed Services and Digital Retail Solutions (AMS DRS) grew over 20% for the fourth consecutive quarter, now representing a quarter of total business [6][8] - Cash and Valuables Management (CVM) grew 1% organically, with strong performance in Global Services [18] - Global Services revenue increased due to elevated precious metal movement, particularly in the Rest of World segment [8][17] Market Data and Key Metrics Changes - North America saw constant currency growth of 4% and organic growth of 2%, with DRS growth highlighted by new customer onboarding [14] - Latin America experienced 7% organic growth, but was negatively impacted by currency devaluation, particularly in Mexico and Argentina [15] - Europe grew revenue by 5% organically, with AMS DRS mix increasing to 42% of total revenue [16] Company Strategy and Development Direction - The company continues to focus on maximizing growth potential in AMS DRS, expanding margins, and executing a focused capital allocation framework [7][11] - Share repurchases and dividend increases are part of the capital allocation strategy, with remaining repurchase capacity of over $180 million [10][32] - The company is well-positioned to capture elevated demand and is exploring accretive M&A opportunities [9][32] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate uncertain macroeconomic conditions, citing a diversified global footprint and strong customer relationships [25][26] - The outlook for the second quarter includes expectations for continued mid-single-digit organic growth and EBITDA between $200 million and $225 million [11][37] - Management remains cautious about the Global Services business due to slowing growth in early Q2 but is optimistic about capturing future opportunities [20][38] Other Important Information - The company repurchased 1.3 million shares at an average price of $87.62, representing about 3% of outstanding shares at year-end 2024 [9][10] - Adjusted EBITDA margins were down 50 basis points year-over-year, impacted by regional revenue mix and less interest income from Argentina [28] Q&A Session Summary Question: Can you talk about your tariff exposure? - Management indicated minimal direct exposure to tariffs, as most costs and revenues are in the same currency and services are not heavily imported [41][42] Question: Can you discuss pricing trends in Latin America? - Management confirmed that pricing strategies are in place to offset currency devaluations, particularly in highly inflationary markets like Argentina [44][45] Question: What are the drivers for the second quarter margin guidance? - Key drivers include FX impacts, Argentina interest income, and restructuring actions, with expectations for improved margins in the second half of the year [51][52][56] Question: How do you expect AMS DRS growth to perform in a softer macro environment? - Management noted that the larger addressable market and subscription-based revenue model of AMS DRS provide resilience against economic downturns [70][72] Question: What trends are observed in the BGS segment post-Q1? - Management reported a slowdown in shipment volumes in April compared to Q1, with expectations for mid-single-digit organic growth moving forward [75][76]

Quanterix (QTRX) Q1 2025 Earnings Call May 12, 2025 04:30 PM ET Speaker0 Ladies and gentlemen, thank you for standing by. My name is Desiree, and I will be your conference operator today. At this time, I would like to welcome everyone to the Quanta Rix Corporation First Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer I would now like to turn the conference over to Joshua Young, Head ...

Neumora Therapeutics (NMRA) Q1 2025 Earnings Call May 12, 2025 04:30 PM ET Speaker0 Ladies and gentlemen, thank you for standing by. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded. I would now like to turn the conference over to Helen Rubinstein, Vice President of Investor Relations and Communications. Please go ahead. Speaker1 Good afternoon, and thank you fo ...