Rackspace (RXT) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Sagar Hebbar - VP - IR & Corporate FinanceAmar Maletira - CEO & DirectorMark Marino - Chief Financial OfficerIrvin Liu - Vice PresidentRyan Campbell - VP - Equity ResearchRobert Palmisano - Senior Equity Research Associate Operator Good day, and welcome to the Rackspace First Quarter twenty twenty five Earnings Webcast. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be ...

Golden Entertainment (GDEN) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants James Adams - VP - Corporate Finance & TreasurerCharles Protell - President & CFOBarry Jonas - Managing DirectorBlake Sartini - Chairman & CEODavid Katz - Managing DirectorZachary Silverberg - Vice President, Equity Research, Gaming & LeisureJohn Decree - Director - Equity Research Conference Call Participants Chad Beynon - Managing Director, AnalystJordan Bender - Senior Equity Research Analyst Operator Good aft ...

Ouster (OUST) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Jim Fanucchi - Founder & PresidentAngus Pacala - Co-Founder, CEO & DirectorChen Geng - Interim CFOColin Rusch - Managing Director - Head of Sustainable Growth & Resource Optimization ResearchCasey Ryan - Director of Research Conference Call Participants Richard Shannon - Senior Research AnalystKevin Cassidy - Senior Research Analyst Operator Hello, and welcome to Alstair's First Quarter twenty twenty five Earnings Conference C ...

Paysign (PAYS) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Mark Newcomer - Co-Founder, President, CEO & ChairmanJeff Baker - CFO Operator Good afternoon. My name is Chelsea, and I will be your conference operator today. At this time, I would like to welcome everyone to the PaySign, Inc. First Quarter twenty twenty five Earnings Conference Call. After the speakers' remarks, there will be a question and answer session. As a reminder, this conference is being recorded. The comments on t ...

Research Solutions (RSSS) Q3 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants John Beisler - Investor RelationsRoy Olivier - CEO & PresidentWilliam Nurthen - CFOJosh Nicholson - Chief Strategy Officer Conference Call Participants Richard Baldry - MD & Senior Research AnalystJacob Stephan - Senior Research Analyst Operator Good afternoon, everyone, and thank you for participating in today's conference call to discuss Research Solutions' financial and operating results for its fiscal twenty tw ...

Farmer Bros. (FARM) Q3 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants John Moore - CEO & PresidentVance Fisher - Chief Financial Officer Conference Call Participants Eric Des Lauriers - Research AnalystGerry Sweeney - Managing Director, Senior Research Analyst Operator Good afternoon and welcome to the Farmer Brothers Third Quarter Fiscal twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. As a reminder, this call is being recorded. Today, ...

Financial Data and Key Metrics Changes - The company reported a first quarter net loss per share of $0.05 compared to earnings per diluted share of $0.24 in the prior year period, primarily due to lower gross margins from sales mix changes [8][16] - Consolidated first quarter revenues were down 1% year over year, with a strong balance sheet and net leverage position allowing for a strategic long-term approach to capital allocation [12][17] - Gross margin rate was 36.8% for the first quarter, down from 39.8% in the prior year [14] Business Segment Data and Key Metrics Changes - Branded Products revenue was off less than 1%, with promotional products growing while branded uniform sales declined due to stronger rollouts in the previous year [13] - Healthcare Apparel revenue decreased by 7% year over year, reflecting a decline in Institutional Healthcare Apparel [13] - Contact Center business segment grew revenue by 3%, benefiting from solid retention and growth of existing customers [13] Market Data and Key Metrics Changes - The company noted customer buying hesitancy due to inflation, interest rates, and tariffs, which have slowed decision-making and sourcing challenges [5][6] - The company has a diversified sourcing strategy that mitigates risks associated with high tariffs on products from China [6][9] Company Strategy and Development Direction - The company is focused on strong cost management and has eliminated costs to support profitability as demand normalizes [7][8] - The company plans to invest in growing digital channels and expanding market share in the healthcare apparel segment [11] - The company is actively repurchasing shares, considering it a compelling value, while maintaining significant liquidity for growth [9][17] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism for Q2, citing a strong order backlog and customer retention over 90% [10] - The company anticipates revenue for the full year to be in the range of $550 million to $575 million, reflecting a conservative approach due to economic uncertainty [18] - Management emphasized a proven track record of navigating challenging economic times and maintaining a strong position relative to competitors [18] Other Important Information - The company has executed approximately $13 million in annualized savings, primarily within SG&A expenses, to enhance operational efficiency [44][53] - The company ended the first quarter with $20 million in cash and cash equivalents, up from $19 million at the start of the year [16] Q&A Session Summary Question: Discussion on the pipeline in branded products and contact centers - Management highlighted strong pipelines in both segments, with aggressive recruitment and positioning as experts in navigating tariff challenges [21][23] Question: Reduced revenue guidance and conservatism in the second half - Management confirmed a cautious approach while still expecting a ramp-up in the second half, managing costs conservatively [30] Question: Cost perspective on tariffs and price increases - Management indicated the ability to pass on tariff-related costs to customers, with flexibility in pricing strategies [31][32] Question: Impact of tariffs on customer behavior and supply chain disruptions - Management noted that even if tariffs were lifted, it would take time to return to normalcy due to supply chain disruptions [40][43] Question: Insights on SG&A savings and operational efficiencies - Management confirmed that the $13 million in savings would not impact growth and would begin to benefit in the second quarter [44][53] Question: Acquisition opportunities in the current environment - Management is currently conserving cash and not pursuing acquisitions until there is more clarity on tariffs, but sees potential opportunities in the future [55][56]

Ingram Micro (INGM) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Willa Mcmanmon - Investor RelationsPaul Bay - CEOMichael Zilis - Executive VP & CFOSamik Chatterjee - Managing DirectorAdam Tindle - Managing Director Conference Call Participants Erik Woodring - AnalystAnanda Baruah - Stock AnalystRuplu Bhattacharya - AnalystKarl Ackerman - AnalystMatt Niknam - AnalystMaggie Nolan - Research Analyst - Technology, Media & Communications Willa Mcmanmon Thank you, operator. I'm here today ...

Eastman Kodak Company (KODK) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Anthony Redding - Chief Audit Executive, Chief Compliance Officer, & Director of Investor Relations (Interim)James Continenza - Executive Chairman & CEODavid Bullwinkle - CFO & Senior VP Operator Good day, and thank you for standing by. Welcome to the Eastman Kodak Quarter One Earnings Conference Call. At this time, all participants are in a listen only mode. Please be advised that today's conference is being re ...

News (NWS) Q3 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Michael Florin - Senior VP & Head of Investor RelationsRobert Thomson - Chief Executive OfficerLavanya Chandrashekar - CFOEntcho Raykovski - Executive Director, Media & TelcoAlan Gould - Managing DirectorEvan Karatzas - Director Conference Call Participants Kane Hannan - AnalystDavid Joyce - Senior Equity Analyst - Media SectorCraig Huber - Equity Research Analyst Operator Welcome to the News Corp's Third Quarter Fiscal twenty tw ...