Lisata Therapeutics (LSTA) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants John Menditto - Vice President of Investor Relations & Corporate CommunicationsDavid Mazzo - President and Chief Executive OfficerJames Nisco - SVP of Finance, Treasurer, CAO & Principal Financial & Accounting OfficerKristen Buck - EVP of R&D and Chief Medical OfficerSara Nik - Senior Associate - Equity ResearchPeter Enderlin - Portfolio Manager Conference Call Participants Kemp Dolliver - Director - Research & Se ...

Fox Factory (FOXF) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Toby Merchant - Chief Legal Officer, Chief Compliance Officer & SecretaryMichael Dennison - CEO & DirectorDennis Schemm - President of AAG & CFOJames Duffy - Managing DirectorPeter Lukas - DirectorMichael Swartz - Director - Equity ResearchBret Jordan - Managing Director Conference Call Participants Anna Glaessgen - Senior Analyst, ConsumerScott Stember - Executive Director & Senior Research Analyst Operator Good afternoo ...

Alarm.com (ALRM) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Matthew Zartman - Vice President of Strategic Communications & Investor RelationsStephen Trundle - President & CEOKevin Bradley - CFOMatt Bullock - Equity Research AssociateAdam Tindle - Managing DirectorSaket Kalia - Managing DirectorBilly Fitzsimmons - VP - Equity ResearchMatthew Filek - Equity Research Associate Conference Call Participants Darren Aftahi - Senior Research Analyst-Internet, Media and Enabling Technologies ...

GrowGeneration (GRWG) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Philip Carlson - Managing DirectorDarren Lampert - CEO and Co-FounderGreg Sanders - Chief Financial OfficerAaron Grey - Managing Director, Head of Consumer Research Conference Call Participants Mark Smith - Senior Research AnalystBrian Nagel - MD & Senior Analyst - Consumer Growth & eCommerce Operator Hello, everyone, and welcome to GrowGeneration's First Quarter twenty twenty five Earnings Conference Call. My name is ...

Financial Data and Key Metrics Changes - Revenue for the first quarter increased by 67% compared to the same period in the prior year, reaching $18.5 million [6][25] - Gross profit margin for the first quarter was 84.7%, down from 86.4% in the same period of 2024 [26] - Net loss for the first quarter was $13.9 million, improving from a net loss of $18.7 million in the same period in 2024 [30] Business Line Data and Key Metrics Changes - The launch of ReCell Go Mini and Co Helix is expected to significantly contribute to revenue growth throughout 2025 [25][32] - The commercial lineup now includes ReCell, ReCell Go, ReCell Go Mini, Co Helix, and Permeoderm, providing a broad spectrum of products for both burn and trauma centers [14][15] Market Data and Key Metrics Changes - The US addressable market for the company has expanded from approximately $500 million to over $3.5 billion annually, marking a seven-fold increase [6][22] - The trauma market is estimated to have approximately 270,000 cases annually in the US, which ReCell Go Mini targets [10] Company Strategy and Development Direction - The company is focusing on acute wound care, stepping back from further commercial investment in the vitiligo indication due to uncertainty in reimbursement [21][56] - A significant shift in the commercial model has been implemented, transitioning from a service-oriented approach to a more focused selling-oriented approach [16][19] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, highlighting the potential for strong results driven by the expanded product portfolio and operational efficiencies [22][32] - The company expects to generate free cash flow in the second half of the year and achieve GAAP profitability in Q4 of 2025 [31][32] Other Important Information - The company has secured a waiver for its first-quarter trailing twelve-month revenue covenant with OrbiMed, which had been set at $73 million [31] - The annual meeting of stockholders is scheduled for June 4 [32] Q&A Session Summary Question: Can you share any response or performance impressions of Co Helix? - Management noted that early feedback has been positive, with a case from Ohio State demonstrating a seven-day graft readiness, which is faster than other dermal matrices [36][37] Question: How is the rollout of ReCell Go Mini going? - The response has been good, particularly from existing accounts in the trauma area, with opportunities to provide more value to trauma surgeons [41][42] Question: What are the expected revenue contributions from the new launches? - Management indicated that while they are not ready to provide specific guidance, they expect these products to be material contributors to revenue [45] Question: Is the sales force adequately staffed to meet revenue targets? - Management expressed confidence in the current staffing levels and the reconfigured sales model, which focuses on a selling-oriented approach [47][49] Question: What is the expected revenue cadence for the rest of the year? - Management anticipates steady sequential growth throughout the year, with some weighting towards the back end as new products gain traction [51][52] Question: What is the current status of the vitiligo initiative? - The company has paused spending on vitiligo due to uncertainty in reimbursement and is focusing resources on acute wound care instead [56][58]

The Beauty Health Company (SKIN) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Norberto Aja - Investor RelationsMarla Beck - President & CEOMichael Monahan - CFOJonathan Block - Managing DirectorSarah Whitaker Clemente - Director, Healthcare Conference Call Participants None - AnalystSusan Anderson - Managing Director & Senior AnalystBruce Jackson - Senior AnalystNavann Ty - Analyst Operator and welcome to today's Beauty Health Company First Quarter twenty twenty five Earnings Call. At ...

Senseonics (SENS) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Please stand by. Your program is about to begin. Good day, everyone, and welcome to the Senseonics First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. Later, you will have the opportunity to ask questions during the question and answer session. You may register to ask questions by pressing the star and one on your telephone keypad. You may withdraw your question by pressing star, t ...

Expedia Group (EXPE) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Good day, everyone, and welcome to the Expedia Group Q1 twenty twenty five Financial Results Teleconference. My name is Alex, and I'll be the operator for today's call. For opening remarks, I will turn the call over to SVP, Corporate Development, Strategy and Investor Relations, Harshita Ash to begin. Please go ahead. Speaker1 Good afternoon and welcome to Expedia Group's first quarter twenty twenty five earnings call. I'm pleased ...

Insulet (PODD) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Good afternoon, ladies and gentlemen, and welcome to the Insulet Corporation First Quarter Earnings Call. At this time, all participants are in a listen only mode. Later, we will conduct a question and answer session and instructions will follow at that time. As a reminder, this conference call is being recorded. I would now like to turn the conference over to your host, June Lazaroff, Senior Director, Investor Relations. Good afternoon, ...

Financial Data and Key Metrics Changes - Q1 2025 revenue was $1,040 million, down 1.4% year over year, with constant currency revenue roughly flat [19][30] - Non-GAAP EPS was $0.97, at the high end of guidance [18][27] - Non-GAAP gross margin increased by 30 basis points year over year to 67.4% [24] - Non-GAAP operating margin was 20.4% in Q1 [27] - Cash flow from operations was $240 million, with free cash flow at $208 million [28] Business Line Data and Key Metrics Changes - Sequencing consumables revenue was $696 million, growing approximately 1% year over year [19] - Sequencing instruments revenue was approximately flat at $109 million [22] - Sequencing service and other revenue decreased by approximately 5% year over year to $142 million [23] Market Data and Key Metrics Changes - Clinical business consumables grew mid-single digits, while research consumables were down in the high mid to high single-digit range [49] - The Greater China region is expected to contribute only $165 million to $185 million in full-year revenue, significantly down from previous levels [30][32] Company Strategy and Development Direction - The company aims for high single-digit revenue growth and 500 basis points margin expansion by 2027, excluding Greater China [8][10] - A $100 million cost reduction program was initiated to address challenges in China and the U.S. funding environment [11][25] - The company is focused on advancing its Multiomics ecosystem and has several new product launches planned for 2025 and 2026 [13][16] Management's Comments on Operating Environment and Future Outlook - Management acknowledged macroeconomic challenges but emphasized the resilience of the business and strong sequencing activity [6][44] - The company is actively engaging with regulatory authorities in China to find long-term solutions [10][32] - Management expressed confidence in the long-term growth trajectory despite current headwinds [9][39] Other Important Information - The company is revising its guidance to reflect geopolitical impacts, particularly in China [29] - The estimated gross cost of tariffs for 2025 is approximately $85 million, impacting margins [34][35] Q&A Session Summary Question: What is the outlook for revenue growth and margins? - Management believes revenue growth will rebound and margins will expand above 25% in the future, with a focus on cost control [41][42] Question: What are the growth rates for clinical and research segments? - Clinical revenue grew mid-single digits, while research revenue is expected to decline in the mid-double digits for the remainder of the year [49][50] Question: How are tariffs affecting demand? - No significant change in customer behavior was observed in Q1 due to tariffs, but future impacts are anticipated [66][68] Question: What is the impact of China on future revenue? - The company expects continued revenue decline from China, with proactive measures in place to mitigate risks [96]