Xponential Fitness (XPOF) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Good afternoon, ladies and gentlemen, and welcome to Exponential Fitness Inc. First Quarter twenty twenty five Earnings Call. At this time, note that all lines are in a listen only mode. Following the presentation, we will conduct a question and answer session. Also note that this call is being recorded on Thursday, 05/08/2025. And I would like to turn the conference over to Patricia Neare from ADDO Investor Relations. Please ...

Financial Data and Key Metrics Changes - The company reported revenue of $28.5 million for Q3 2025, which was down both sequentially and year-over-year due to no shipments to a large smart grid customer in Europe [9][10] - GAAP gross margin increased to 43.5% in Q3 2025 from 42.6% in the prior quarter and 40.1% in the year-ago quarter [10] - Non-GAAP gross margin was 44.1% in Q3 2025 compared to 43.2% in the prior quarter and 41% in the year-ago quarter [10] - GAAP net loss was $3.9 million or $0.10 per share, compared to a GAAP net loss of $0.4 million or $0.01 per share in the year-ago quarter [11] - Non-GAAP net income was $1.1 million or $0.03 per share, down from $4.2 million or $0.11 per share in the year-ago quarter [12] - Cash and cash equivalents totaled $20 million at the end of Q3 2025, slightly up from the prior quarter [12] Business Line Data and Key Metrics Changes - Revenue decline was partially offset by organic growth in embedded connectivity and switch products, as well as growth in gateways and routers from the NetComm acquisition [10] - The integration of NetComm products has been successful, leading to increased customer engagement and cross-selling opportunities [7] Market Data and Key Metrics Changes - The company is expanding its distribution network in the European Union and Asia Pacific, leveraging partnerships with TD SYNNEX and the acquired channel network from NetComm [7] - The company is focused on edge AI solutions, which are gaining traction among customers moving towards hybrid architectures [8] Company Strategy and Development Direction - The company is closely monitoring the operating environment and has established a task force to manage tariff impacts and supply chain disruptions [6] - There is a strong focus on developing edge intelligence solutions and expanding distribution channels [5][8] - The company aims to grow its channel distribution and has announced new AI-powered products, including a camera solution and a system using Qualcomm's processor [7][8] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding the macroeconomic environment but noted positive cash flow and a strong balance sheet [15] - Customer design activity is reportedly growing, and the company is optimistic about future revenue from AI initiatives [15][30] - For Q4 2025, revenue is expected to be in the range of $26.5 million to $30.5 million, with some pressure on gross margins anticipated [13] Other Important Information - The company paid down $2 million of its existing term debt, reducing interest expenses [13] - The remaining debt balance is approximately $12.5 million, giving the company a net cash position of $7.5 million [13] Q&A Session Summary Question: What was the NetComm contribution in March and its growth potential? - Management expects NetComm revenue to be $6 million to $7 million on an annualized basis, tracking to exceed that run rate [18][19] Question: What is the current quoting activity and order patterns in Q4? - Management reported no cancellations or unusual customer behavior, with design activity remaining strong [21][22] Question: How is the edge compute side developing? - The company is seeing traction in edge AI initiatives, with expected revenue from AI activities in fiscal 2026 [30] Question: What visibility is there for June guidance and growth into fiscal 2026? - Management is cautious but optimistic about double-digit growth in fiscal 2026, driven by design activity and new product releases [36][46] Question: Is the company still the sole supplier to Gridspertise? - Yes, the company remains the single source for Gridspertise, continuing to engage with them on deployments [48]

Cibus (CBUS) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Carlo Broos - Interim CFOPeter Beetham - Co-Founder, President, COO & Interim CEOGreg Gocal - Co-Founder, EVP & Chief Scientific OfficerAustin Moeller - Director - Equity ResearchMatthew Venezia - Biotech Equity Research Associate Conference Call Participants Laurence Alexander - AnalystSameer Joshi - Senior Equity Research Analyst Operator Good afternoon and welcome to the CBIZ 1Q25 Earnings Call. All participants will be in a ...

Financial Data and Key Metrics Changes - The company recognized $400,000 in revenue for Q1 2025, down from $600,000 in Q1 2024, with revenue being non-cash based on amortization of licensing payments [39] - Research and development (R&D) expenses increased by 43% to $76.2 million in Q1 2025 compared to the same period in 2024 [39] - Selling, general and administrative (SG&A) expenses rose by 71% to $35.5 million in Q1 2025 compared to Q1 2024 [40] - Cash used in operations was $88.5 million for Q1 2025, compared to $52.9 million in Q1 2024, with an anticipated cash usage of $340 million to $380 million for the full year [41][42] Business Line Data and Key Metrics Changes - The company is focused on the anticipated commercial launch of paltusotine, which is expected to significantly improve treatment for acromegaly [7][10] - The company is advancing a robust pipeline, including two late-stage candidates and three additional candidates in preclinical studies [7][8] Market Data and Key Metrics Changes - The company is preparing for the U.S. launch of paltusotine in September, with significant engagement with healthcare professionals and payers [12][19] - The company anticipates major uptake during the early launch phase as it educates healthcare providers and patient communities about paltusotine [23] Company Strategy and Development Direction - The company aims to become a fully integrated global commercial organization, with a strong focus on patient-centric therapies [6][10] - The company is actively engaging with regulatory authorities and preparing for the launch of paltusotine, which is seen as a defining milestone [10][24] - The company is also pursuing a Phase III trial for adomelna in congenital adrenal hyperplasia (CAH), aiming to redefine treatment standards [11][29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the regulatory engagement with the FDA and the progress of clinical development activities [10][24] - The company remains optimistic about the potential of paltusotine to become the new standard of care in acromegaly, addressing significant unmet needs [23][24] Other Important Information - The company ended Q1 2025 with approximately $1.3 billion in cash, which is expected to fund operations into 2029 [42] - The company has received orphan drug designation for paltusotine in the EU, highlighting the unmet need in acromegaly [25] Q&A Session Summary Question: Could you talk about the powering of your very innovative primary endpoint? - The study is highly powered to detect statistically significant differences between treatment and placebo arms, and the endpoint is better described as a composite rather than a co-primary endpoint [47][49] Question: Is the CALM CAH study design fully signed off on by FDA? - The protocol was developed based on input from the FDA and other health authorities, and they are aware of the final study design [53][54] Question: What is the rationale for looking at morning dosing versus evening dosing in the fourth cohort? - Morning dosing may be more convenient for patients, and the study aims to explore this option [60][61] Question: How are you thinking about launch strategy in different geographies? - The company is preparing for the launch in Germany, where there is a significant unmet need, and is also considering expansion into Brazil [68][69] Question: Can you give an update on enrollment and follow-up for the long-term extension study? - Enrollment is proceeding, and updates will be provided once a critical mass is reached [87] Question: Is there a risk that A4 variability may lead to some non-responders? - Responder analyses are generally conducted at single points in time, and there is confidence that the compound can achieve both components of the composite primary endpoint [57][58]

United States Antimony (UAMY) Q1 2025 Earnings Call May 08, 2025 04:15 PM ET Company Participants Gary Evans - CEO & ChairmanRichard Isaak - Senior VP & CFOJoe Bardswich - EVP, Chief Mining Officer & DirectorJonathan Miller - VP of Investor Relations & Global Sales Manager Operator Welcome to the United States Antimony Corporation First Quarter twenty twenty five Financial and Operational Results Meeting. At this time, all participants are in a listen only mode. A question and answer session will follow the ...

United States Antimony (UAMY) Q1 2025 Earnings Call May 08, 2025 04:15 PM ET Speaker0 Welcome to the United States Antimony Corporation First Quarter twenty twenty five Financial and Operational Results Meeting. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this webcast is being recorded. I will now turn the webcast over to your host, Gary C. Evans, Chairman and CEO. You may begin. Speaker1 Thank you, sir, and thank a ...

Financial Data and Key Metrics Changes - The meeting confirmed that approximately 88% of outstanding common stock was present, constituting a quorum for business [10] - The preliminary results indicated that all nominated directors were elected, the advisory resolution for executive compensation was approved, and the proposal for political spending transparency was not approved [24] Business Line Data and Key Metrics Changes - No specific data on business lines or key metrics were provided in the meeting Market Data and Key Metrics Changes - No specific market data or key metrics were discussed during the meeting Company Strategy and Development Direction and Industry Competition - The board recommended the election of directors and the approval of executive compensation, indicating a focus on governance and management continuity [12][13] - The board opposed the stockholder proposal regarding political spending, suggesting a strategy to maintain discretion over corporate contributions [21] Management's Comments on Operating Environment and Future Outlook - Management emphasized the importance of shareholder engagement and transparency in decision-making processes, particularly regarding director elections [29] Other Important Information - The meeting was conducted virtually, and stockholders had the opportunity to vote on various matters [3][5] - The company highlighted the importance of compliance with SEC rules and regulations during the meeting [8] Q&A Session All Questions and Answers Question: Does the director resignation provision undermine shareholder voting rights? - Management responded that the board would disclose reasoning if a resignation was rejected and emphasized regular engagement with shareholders, asserting that the process does not undermine voting rights [29]

Financial Data and Key Metrics Changes - The company reported first quarter 2025 earnings of $2.27 per share, indicating a solid start to the year [21] - The earnings guidance for 2025 is projected to be in the range of $5.17 to $5.27 per share, assuming normal weather conditions [22] - The Board of Directors raised the dividend by 6.9%, marking the 22nd consecutive year of dividend increases [18] Business Line Data and Key Metrics Changes - The company is focused on a balanced power generation mix, with plans to add 4,300 megawatts of renewable generation over the next five years, requiring an investment of $9.1 billion [24] - Significant investments are planned in natural gas generation and liquefied natural gas storage to enhance reliability [24][26] Market Data and Key Metrics Changes - Economic development opportunities are expected to drive significant growth in electricity demand, with major investments from companies like Microsoft and Eli Lilly in the region [22][23] - The company anticipates a compound annual growth rate in earnings of 6.5% to 7% [25] Company Strategy and Development Direction - The company announced a $28 billion investment plan, the largest in its history, aimed at supporting safety, reliability, and growth [23] - The capital plan includes projects for renewable energy, natural gas generation, and strengthening the distribution network [24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to execute the capital plan and highlighted the bright future and significant investment opportunities ahead [27] - The company is focused on maintaining reliability while integrating a mix of energy sources to meet growing capacity needs [30][34] Other Important Information - The proposals to amend the articles of incorporation and bylaws to eliminate supermajority voting did not pass, while the advisory vote on executive compensation was approved [16] Q&A Session Summary Question: Will there be less demand for renewable energy during the Trump years? - Management indicated that a mix of energy sources, including renewables, is necessary to meet growing electricity demand, and customers are benefiting from fuel savings due to renewables [29][31] Question: Why not invest in reliable power sources like nuclear instead of renewables? - Management emphasized the need for a mix of energy sources and noted that nuclear is a long-term option that requires significant time to develop [32][34] Question: Can you comment on the current regulatory environment in Illinois and the Chicago pipeline replacement program? - Management reported receiving clarity on the need to replace approximately 1,100 miles of old pipeline and is ramping up efforts to execute the replacement program efficiently [35][37]

Financial Data and Key Metrics Changes - The meeting reported that over 21,765,000 common shares were represented, constituting approximately 85 percent of the outstanding shares entitled to vote [7] - The proposal to approve the compensation paid to the company's named executive officers in 2024 received majority approval from the shares present [20] - The appointment of RSM US LLP as the independent public accounting firm for the fiscal year ending 12/31/2025 was ratified by a majority vote [21] Business Line Data and Key Metrics Changes - No specific data on business lines or key metrics was provided during the meeting Market Data and Key Metrics Changes - No specific market data or key metrics were discussed during the meeting Company Strategy and Development Direction and Industry Competition - The company plans to increase the number of authorized shares of common stock, which was approved by a majority vote [21] Management's Comments on Operating Environment and Future Outlook - No specific comments from management regarding the operating environment or future outlook were provided during the meeting Other Important Information - The meeting included the election of nine members to the Board of Directors for a one-year term [10][12] - The meeting was conducted virtually, and stockholders were reminded to submit their votes and questions through the provided interface [3][4] Q&A Session Summary Question: Were there any questions from stockholders? - No questions were received from stockholders during the meeting [17][19]

Aemetis (AMTX) Q1 2025 Earnings Call May 08, 2025 02:00 PM ET Company Participants Todd Waltz - Executive VP & CFOEric McAfee - Founder, Chairman and Chief Executive OfficerSaumya Jain - Equity Research AssociateMatthew Blair - Managing DirectorDerrick Whitfield - Managing DirectorAndy Foster - EVP - North AmericaDave Storms - Director of Equity Research Conference Call Participants Sameer Joshi - Senior Equity Research AnalystEdward Woo - Director of Research & Senior Analyst Operator Day, everyone. Welcom ...