Collegium Pharmaceutical (COLL) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Ian Karp - Head of IRVikram Karnani - President & CEOScott Dreyer - Executive VP & Chief Commercial OfficerColleen Tupper - Executive VP & CFOLes Sulewski - VP - Biotech Equity Research Conference Call Participants Serge Belanger - Senior AnalystDavid Amsellem - Sr. Research Analyst Operator and welcome to the Collegium Pharmaceutical First Quarter twenty twenty five Earnings Conference Call. At this time, al ...

TransMedics Group (TMDX) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Laine Morgan - Associate Vice PresidentWaleed Hassanein - Founder, President, CEO & DirectorGerardo Hernandez - Chief Financial OfficerAllen Gong - Vice PresidentWilliam Plovanic - Managing Director - Equity ResearchJustin Wang - Equity Research AssociateChris Pasquale - Partner - Medical Devices & SuppliesSuraj Kalia - Managing DirectorJosh Jennings - Managing Director Conference Call Participants Samantha Munoz - ...

DoubleVerify (DV) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Tejal Engman - SVP - IRMark Zagorski - CEONicola Allais - CFOMatthew Swanson - Director - Equity ResearchAndrew Marok - DirectorAndrew Boone - Managing DirectorMark Kelley - MD - InternetJacob Armstrong - Vice President, Equity ResearchAlinda Li - Equity Research Associate Conference Call Participants Maria Ripps - Managing Director, Senior Research AnalystBrian Pitz - Managing Director and Senior AnalystOmar Dessouky - An ...

Pulse Biosciences (PLSE) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Philip Taylor - Investor Relations, Gilmartin GroupPaul LaViolette - CEO & Co-Chairman of the Board of DirectorsJon Skinner - CFO Operator Good afternoon, ladies and gentlemen, and welcome to the Pulse Biosciences First Quarter twenty twenty five Financial Results Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. If at any tim ...

Trevi Therapeutics Inc (TRVI) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Jennifer Good - Co-Founder, CEO, President & DirectorLisa Delfini - Chief Financial OfficerAnnabel Samimy - Managing DirectorJames Cassella - Chief Development OfficerJohn Gionco - Equity ResearchDebanjana Chatterjee - DirectorMayank Mamtani - Senior Managing DirectorFarrell Simon - Chief Commercial Officer Conference Call Participants Faisal Khurshid - Senior Research Analyst - Emerging ImmunologyLeland Gershe ...

Financial Data and Key Metrics Changes - Onto Innovation achieved a record revenue of $267 million for the first quarter, representing a 17% increase year-over-year and a 28% increase in EPS compared to the prior year [4][11] - The company reported an operating cash flow of $92 million, which is 35% of revenue, and free cash flow of $84 million, or 31% of revenue, converting 100% of operating income into cash [11][13] - Gross margin for the first quarter was 55%, slightly above the guidance range of 54% to 56% [12] Business Line Data and Key Metrics Changes - Revenue from Advanced Nodes was $93 million, a 96% increase over Q4, representing 35% of total revenue [11] - Specialty Devices and Advanced Packaging revenue decreased by 24% from Q4 to $129 million, accounting for 48% of revenue [12] - Software and Services revenue was $44 million, down 5% compared to Q4, representing 17% of revenue [12] Market Data and Key Metrics Changes - The Advanced Nodes market showed significant growth, driven by increased investments in AI compute engines and cloud servers [4] - Specialty device and advanced packaging markets experienced a decline, but long-term outlooks for AI packaging are improving [7][16] Company Strategy and Development Direction - The company is accelerating strategic programs to improve business continuity by establishing manufacturing capabilities in Asia, with shipments expected to begin in the second half of 2025 [5] - Onto Innovation is focusing on new product innovations in 2D inspection, 3D metrology, and optical metrology to support advancements in AI and cloud applications [18] Management's Comments on Operating Environment and Future Outlook - Management anticipates a moderate decline in revenue from advanced node customers in Q2 due to timing of investments, but expects growth to resume in Q4 [15][17] - The company is preparing for potential impacts from tariffs but currently does not foresee significant effects on shipments [30] Other Important Information - The company ended Q1 with cash and short-term investments of $851 million, with inventory levels expected to remain flat in Q2 [12][13] - The effective tax rate for the full year is expected to be between 14% to 16% [14] Q&A Session Summary Question: Impact of high bandwidth memory digestion - Management noted no significant changes in the HBM market, with continued investments and product adoptions ongoing [21][23] Question: Guidance for advanced packaging and specialty devices - Management indicated that advanced packaging is facing tough comparisons and tool allocation issues, leading to short-term degradation [25][26] Question: Impact of reciprocal tariffs - Management stated that there has been no current impact from reciprocal tariffs, with exceptions made for semiconductor equipment by China [29][30] Question: Performance of the new 2.5D tool - Management expressed confidence in the new tool's performance, which has been developed to meet evolving customer requirements [35][37] Question: Clarification on Q3 revenue expectations - Management clarified that Q3 is expected to be a low point for total revenue, with advanced nodes also anticipated to decline [42][43] Question: Update on lithography and packaging trends - Management reported strong interest in wide field high-resolution optics and panel packaging, with developments still in R&D stages [47][48] Question: 2.5D packaging platform performance - Management confirmed that while existing equipment met specifications, evolving customer requirements necessitated a new platform for better performance [51][52]

Lantronix (LTRX) Q3 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Brent Stringham - CFOSaleel Awsare - CEO Conference Call Participants Jason Smith - AnalystScott Searle - Managing Director, Senior Research AnalystChristian Schwab - Senior Research Analyst Operator Good day, and welcome to the Lantronix twenty twenty five Q3 Results Conference Call. All participants will be in a listen only mode. Please note this event is being recorded. I would now like to turn the conference over to Bre ...

ZimVie (ZIMV) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Webb Campbell - Vice PresidentVafa Jamali - Chairman, President & CEORich Heppenstall - EVP, CFO & Treasurer Conference Call Participants Dylan Finley - Equity Research AnalystAnderson Schock - Medtech Equity Research AnalystMatt Miksic - Equity Research Analyst Operator Good afternoon, and welcome to ZIMVY's First Quarter twenty twenty five Earnings Conference Call. Currently, all participants are in a listen only mode. We wi ...

Universal Electronics (UEIC) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Kirsten Chapman - Managing Director, Alliance Advisors IRRamzi Ammari - SVP of Corporate Planning and StrategyBryan Hackworth - CFO Conference Call Participants Steve Frankel - Director of Research & Senior Research AnalystGregory Burns - Analyst Operator Good afternoon. My name is Kelly, and I will be your conference operator today. Now I would like to welcome everyone to Universal Electronics First Quarter twe ...

Skillz (SKLZ) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Richard Land - Investor RelationsAndrew Paradise - Founder, Director & CEOGaetano Franceschi - Chief Financial Officer Operator Good afternoon all. I'd like to welcome you all to the Skills Inc twenty twenty five First Quarter Results Call. My name is Lauren, and I'll be moderating your call today. There will be an opportunity for questions at the end of the presentation. I would now like to pass the conference call over to ou ...