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 ...

Toast (TOST) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Michael Senno - Senior VP of Finance & Strategy, Treasury and Investor RelationsAman Narang - Co-Founder, CEO & DirectorElena Gomez - President & CFOTimothy Chiodo - Managing DirectorDarrin Peller - Managing DirectorDominic Ball - VP - Equity ResearchRayna Kumar - Managing Director - Fintech Equity ResearchAndrew Bauch - Director - Equity ResearchJeremy Sahler - Software Equity Research Conference Call Participants Stephen Shel ...

Sprout Social (SPT) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Alex Kurtz - VP - IR & Corporate DevelopmentRyan Barretto - CEO & DirectorJoe Del Preto - CFORaimo Lenschow - Managing DirectorElizabeth Porter - Executive DirectorGreyson Sklba - Equity Research AssociateRobert Morelli - Equity Research AssociateAllan Verkhovski - Associate Director - Equity ResearchArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsJackson Ader - Managing Director Conference Call Particip ...

Evolent Health (EVH) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Seth Blackley - Co-Founder, CEO & DirectorJohn Johnson - Chief Financial OfficerRyan Daniels - Group Head–Healthcare Technology and ServicesJeff Garro - Managing DirectorKyle Aikman - AssociateMatthew Shea - Equity Research AssociateConstantine Davides - Managing DirectorCharles Rhyee - Managing DirectorDavid Larsen - Managing Director Conference Call Participants None - AnalystMatthew Gillmor - Director & Equity Resear ...

Cantaloupe (CTLP) Q3 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Meghna Mehra - MD - IR(Fintech & Crypto)Ravi Venkatesan - CEO & DirectorScott Stewart - Chief Financial OfficerGary Prestopino - Managing Director Conference Call Participants Josh Nichols - Senior Research AnalystCristopher Kennedy - Research Analyst, Financial Services and TechnologyAditya Dagaonkar - Analyst Operator Please be advised that today's conference is being recorded. I would now like to hand the conference ove ...

Serve Robotics (SERV) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Thank you for standing by, and welcome to Serve Robotics First Quarter twenty twenty five Earnings Conference Call. Please be advised that today's conference call is being recorded. I would now like to hand the conference to your host, Head of Communication and Investor Relations, Aduk Thawel. Please go ahead. Speaker1 Thank you, operator, and good afternoon, everyone. Welcome to Serv Robotics' first quarter twenty twenty five ear ...

WM Technology (MAPS) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good afternoon, everyone, and welcome to WM Technology Inc. First Quarter twenty twenty five Earnings Conference Call. All participants will be in a listen only mode for the duration of the call. I would now like to turn the call over to your host, Simon Yao, Director of Investor Relations. Speaker1 Good afternoon, and thank you for joining us today to discuss our first quarter twenty twenty five results. We are joined by our CEO, ...

Senestech (SNES) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Robert Blum with Lytham Partners. Please go ahead. Speaker1 All right. Thanks so much, and thank you all for joining us today to discuss SenesTech's first quarter twenty twenty five financial results for the period ended 03/31/2025. With us on the call today are Joel Fruint ...

Bridger Aerospace Group (BAER) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Greetings, and welcome to Breacher Aerospace First Quarter Fiscal twenty twenty five Investor Conference Call. As a reminder, today's call is being recorded. It is now my pleasure to introduce your host, Eric Jarrett, chief financial officer. Thank you. Mister Jarrett, you may begin. Speaker1 Good afternoon, and thank you for joining us today. Joining me on the call this afternoon is chief executive Officer, Sam Davis and ...

Financial Data and Key Metrics Changes - Q1 2025 revenue was $22.5 million, down $1.7 million from Q1 2024, primarily due to a decline in managed services and software products [22][21] - Q1 GAAP gross profit was $13.9 million, compared to $16.6 million in Q1 2024, resulting in a GAAP gross margin of 61.9%, down from 68.8% [25][26] - Non-GAAP net loss from continuing operations was $11.1 million, compared to $10.3 million in Q4 2024, reflecting lower non-GAAP gross profit [27][28] Business Line Data and Key Metrics Changes - Managed services revenue in Q1 2025 was $8 million, down $900,000, driven by declines in campaigns and slightly lower licensing [22] - Software products and services revenue saw a decline of $600,000 year over year, largely due to decreased consumption-based revenue [23] - Veritone Data Refinery (VDR) generated approximately $900,000 in revenue in Q1 2025, with expectations for substantial year-over-year growth [23][10] Market Data and Key Metrics Changes - The public sector pipeline now exceeds $110 million, indicating increasing demand for AI-based applications and services [20] - The global training data market is expected to grow from $2.4 billion in 2023 to over $17 billion by 2032, positioning Veritone strategically to capitalize on this demand [9] - The company anticipates public sector revenue growth of 100% to 150% year over year, driven by near-term deals across the Department of Defense [34] Company Strategy and Development Direction - Veritone is focused on expanding its reseller network, enhancing ATS integrations, and growing its Media Services solution to drive growth in Veritone Hire [12] - The company is leveraging its AI-driven solutions to address challenges in the media and entertainment industry, which is experiencing significant growth [6][11] - VDR is expected to generate significant revenue for the remainder of the year, with a near-term pipeline of over $10 million, up from $5 million [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth prospects for the public sector and VDR initiatives, despite some delays in larger public sector deals [21][44] - The company is optimistic about maintaining leadership in the AI space and delivering strong sustained growth in 2025 and beyond [11] - Management highlighted the importance of timing in revenue generation from public sector deals, indicating readiness to deploy once contracts are signed [54] Other Important Information - The company completed a registered direct offering, raising approximately $20.3 million, which will support its liquidity position [28] - As of Q1 2025, Veritone held cash and restricted cash of $16.4 million, down from $17.3 million at the end of 2024 [27] - The company is currently in discussions to further improve its cash position and balance sheet [28] Q&A Session Summary Question: What portion of the public pipeline is new customers versus expansions? - Management indicated that the majority is customer expansion, with executed revenue-based contracts for larger pipeline customers expected soon [42] Question: Can you provide more granularity on the second quarter and annual revenue guidance? - Management stated that the second half revenue is expected to be driven by VDR and public sector deals, with good visibility on the size and contribution of these deals [44] Question: When could public safety deals start generating revenue? - Management confirmed that some high-visibility contracts are ready to deploy and will begin generating revenue almost immediately after contract release [54] Question: What steps are being taken to address challenges in Veritone Hire? - Management outlined a three-pronged approach focusing on expanding the reseller network, enhancing media services, and optimizing algorithms for better ROI [58] Question: How will margins flow throughout the year? - Management expects margins to improve as public sector deals come in and VDR matures, with a gradual increase anticipated each quarter [66]