Natera (NTRA) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Welcome to Natera's twenty twenty five First Quarter Financial Results Conference Call. At this time, all participants are in a listen only mode. Following management's prepared remarks, we will hold a Q and A session. As a reminder, this conference call is being recorded today, 05/08/2025. I would now like to turn the conference call over to Michael Brophy, Chief Financial Officer. Please go ahead. Speaker1 Thanks, operator. Good afterno ...

Funko (FNKO) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Good afternoon, and welcome to Funko's twenty twenty five First Quarter Financial Results Conference Call. At this time, all participants are in listen only mode. Later, we will conduct a question and answer session and instructions will follow at that time. Please be advised that reproduction of this call in whole or in part is not permitted without written authorization from the company. As a reminder, this call is being recorded. I will ...

Universal Electronics (UEIC) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 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 twenty twenty five Financial Results Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I will now turn today's conference over to Kirsten Chapman of Alliance Advi ...

Financial Data and Key Metrics Changes - For Q1 2025, the company recorded revenue of $2.6 million, an increase of 82% from $1.4 million in Q1 2024 [7] - Gross margin improved to 71% in Q1 2025 from 60% in Q1 2024 [7] - Total operating expenses rose to $13 million in Q1 2025 from $8.7 million in Q1 2024 [7] - The net loss for Q1 2025 was $10.7 million, or $0.36 per share, compared to a net loss of $6.6 million, or $0.27 per share, in Q1 2024 [8] Business Line Data and Key Metrics Changes - Recurring revenue accounted for $1.8 million, while one-time sales of capital equipment contributed $820,000 to total revenue in Q1 2025 [7] Market Data and Key Metrics Changes - The TULSA PRO had a strong presence at medical meetings, including the American Urological Association meeting, where initial data from the CAPTAIN trial was presented [9][10] - The CAPTAIN trial is the first successful randomized controlled trial comparing TULSA technology to robotic radical prostatectomy, highlighting TULSA's advantages [10][11] Company Strategy and Development Direction - The company is focusing on expanding the TULSA technology's adoption through clinical data and patient satisfaction, which is expected to drive demand [15][27] - The introduction of the TULSA AI volume reduction module aims to enhance efficiency and expand the total addressable market for BPH treatments [17][18] - The TULSA Plus program is designed to provide a comprehensive solution for urologists, facilitating the adoption of TULSA technology [20][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growing pipeline and the impact of Medicare reimbursement on patient engagement and revenue [58] - The transition to a capital model in 2025 is expected to lead to back-end loaded revenue growth, with a focus on building relationships with top cancer centers [49][66] Other Important Information - The company is leveraging AI technology to improve treatment efficiency and patient outcomes, which is expected to enhance market competitiveness [17][27] - The TULSA PRO is positioned as a key player in the interventional MRI space, with a focus on urology and prostate disease treatment [20][25] Q&A Session Summary Question: Feedback on CAPTAIN data post-AUA conference - Management received positive feedback from teaching hospitals and physicians, indicating that the data will help drive adoption and guideline development [33][35] Question: Plans for presenting CAPTAIN data to commercial insurers - Conversations with insurers have begun, and there is optimism about obtaining policies for TULSA treatments as awareness of Medicare reimbursement grows [36][37] Question: Activity at the AUA booth - The booth activity was highly successful, with significant interest from physicians and positive feedback on the volume reduction module [39][40] Question: Guidance for the year and revenue growth expectations - Management remains confident in achieving 70% to 75% revenue growth compared to 2024, despite a back-end loaded revenue model [45][49] Question: Sales force readiness and resources - The company has established a comprehensive sales team and is making progress in training and market development [52][53] Question: Engagement with Medicare and Medicaid patients - Initial revenue impacts from Medicare reimbursement were limited, but there is growing confidence in the pipeline and patient engagement as billing and payments begin to materialize [58] Question: Marketing plans and materials - The company is ramping up digital marketing efforts and plans to utilize satisfied patients, including ex-NFL players, to promote TULSA [60][62] Question: Timing for TULSA Plus availability and economic model - The TULSA Plus model is expected to be compatible by the end of Q3 2025, with ongoing discussions about economic benefits from partnerships with MRI manufacturers [79][81]

OneStream (OS) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Welcome to the OneStream's First Quarter Fiscal twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. As a reminder, today's program is being recorded. And now I'd like to introduce your host for today's program, Annie Lesage, Vice President, Investor Relations and Strategic Finance. Please go ahead, ma'am. Spea ...

Collegium Pharmaceutical (COLL) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 and welcome to the Collegium Pharmaceutical First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note that this conference call is being recorded. I will now turn the call over to Ian Karp, Head of Investor Relations at Collegium. Thank you. You may begin. Speaker1 Thanks, Bria, and we ...

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $22 million, representing a 21% sequential increase but an 11% year-over-year decline [17] - Adjusted EBITDA loss for Q1 was $50 million, an improvement from a loss of $90 million in Q4 2024 [18] - Net loss for Q1 was $15 million, compared to a net loss of $27 million in the prior year [18] - Cash position at the end of Q1 was $264 million, including $254 million in cash and cash equivalents [18] Business Line Data and Key Metrics Changes - Paid Monthly Active Users (MAU) increased to 123,000 in Q1 from 110,000 in Q4 2024, indicating growth in user engagement [13] - The paid user conversion rate rose to 16.2% in Q1 from 14.6% in Q4 2024 [17] Market Data and Key Metrics Changes - The company is actively involved in litigation against international competitors, alleging unfair practices that harm its business [7][9] - The ongoing legal actions are aimed at protecting consumer interests and ensuring fair competition in the skill-based gaming industry [6][10] Company Strategy and Development Direction - The company is focusing on enhancing its platform to improve consumer and developer engagement, with a commitment to invest up to $75 million over the next three years to support new game development [11] - The strategy includes expanding beyond casual skill games into new genres to broaden competitive gaming offerings [12] - The company aims to achieve positive adjusted EBITDA and sustainable growth while managing expenses [15] Management's Comments on Operating Environment and Future Outlook - Management emphasized the importance of building trust in the industry and protecting players from deceptive practices [6][10] - The company remains confident in its ability to compete against legitimate skill-based gaming providers and is focused on returning to consistent top-line growth [10][15] Other Important Information - The company is working to comply with NYSE listing standards after receiving a notice of non-compliance [3][4] - The company has received a $7.5 million payment from AviGames as part of a settlement, contributing to its cash position [19] Q&A Session Summary - No questions were registered during the Q&A session, leading to the conclusion of the call [20]

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][12] - The company reported an operating cash flow of $92 million, converting 100% of operating income into cash, with a gross margin of 55% for the first quarter [12][14] - Cash and short-term investments at the end of the first quarter were $851 million, remaining relatively flat compared to Q4 [14] Business Line Data and Key Metrics Changes - Revenue from Advanced Nodes was $93 million, a 96% increase over Q4, accounting for 35% of total revenue [12] - Specialty Devices and Advanced Packaging revenue decreased by 24% from Q4 to $129 million, representing 48% of total revenue [12] - Software and Services revenue was $44 million, down 5% compared to Q4, making up 17% of total revenue [12] Market Data and Key Metrics Changes - The Advanced Nodes market showed significant growth, while Specialty Devices and Advanced Packaging faced a decline due to tough comparisons from the previous year [17][26] - The company anticipates a moderate decline in revenue from Advanced Node customers in Q2, with expectations for NAND and DRAM spending to remain steady [16][18] 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] - New product innovations in 2D inspection, 3D metrology, and optical metrology are seen as critical for enabling advancements in AI and cloud applications [19] Management's Comments on Operating Environment and Future Outlook - Management noted that tariffs are impacting incoming costs, but they are actively working to mitigate these through supply chain optimization [15] - The company expects revenue growth to resume in Q4 after a low point in Q3, with confidence in broad-based expansions in Advanced Nodes [18] Other Important Information - The company plans to maintain inventory levels at 1.6 to 1.8 turns for 2025, with expectations for inventory to stay relatively flat in Q2 [14] - The effective tax rate for the full year is expected to be between 14% to 16% [16] Q&A Session Summary Question: Follow-up on high bandwidth memory (HBM) market - Management indicated no significant changes in the HBM market since the last calls, with continued investments and product adoptions [21][23] Question: Expectations for advanced packaging and specialty devices in the second half of the year - Management noted that advanced packaging faced tough comparisons and allocations of tool slots negatively impacted short-term performance [25][26] Question: Impact of reciprocal tariffs on shipments - Management stated that there has been no significant impact from reciprocal tariffs at this time, with exceptions made for semiconductor equipment [29][30] Question: Clarification on Q2 guidance and business segments - Management confirmed that Advanced Nodes revenue is expected to decline slightly, while Specialty Devices and Advanced Packaging are impacted by lithography shipments [47][48] Question: Update on lithography and market interest - Management reported strong interest in wide field high-resolution optics and panel packaging, with developments expected to take two years to hit volume [50] Question: Performance of the new 2.5D tool - Management expressed confidence in the new tool's performance and its ability to meet evolving customer requirements [36][38] Question: Clarification on Q3 being a low watermark - Management clarified that Q3 is expected to be a low point for total revenue, not just Advanced Nodes [44] Question: Overall outlook compared to previous expectations - Management acknowledged some choppiness in the middle part of the year but indicated that most segments are performing in line with expectations [66][67]

Aqua Metals (AQMS) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Any forward looking statements. The company does not undertake and specifically disclaims any obligation to update or revise such statements to reflect new circumstances or unanticipated events as they occur, except as required by law. As a reminder, after the formal remarks, we will be taking questions. Questions will be accepted on the call from analysts, and all other investors can submit a question using the webcast portal provid ...

Akamai (AKAM) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Hello, and welcome to the Akamai Technologies First Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. Please note this event is being recorded. I would now like to turn the conference over to Mark Stoutenburg, Head of Investor Relations. Please go ahead. Speaker1 Good afternoon, everyone, and thank you for joining Akamai's first quarter twenty twenty five earnings call. Speaking today will ...