MasterBrand (MBC) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Farand Pawlak - Vice President of Investor Relations & External CommunicationsDave Banyard - President & CEOAndi Simon - EVP & CFOGarik Shmois - Managing DirectorAdam Baumgarten - Managing Director Conference Call Participants Tom Mahoney - Senior Research Analyst - Partner Operator Welcome to Master Brands First Quarter twenty twenty five Earnings Conference Call. During the company's prepared remarks, all participants wi ...

Masimo (MASI) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Eli Kammerman - Vice President of Business Development & Investor RelationsKatie Szyman - CEOMicah Young - Executive VP & CFORick Wise - Managing Director - Medical Technology & SuppliesMatt Taylor - Managing Director Conference Call Participants Vik Chopra - AnalystJason Bednar - Senior Research AnalystMike Matson - Senior Equity Research AnalystMike Polark - Senior Equity Research Analyst - Medical Devices Operator Good afte ...

LifeVantage (LFVN) Q3 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Reed Anderson - Managing DirectorSteve Fife - President, CEO & DirectorCarl Aure - CFOAaron Wukmir - Healthcare Equity Research AssociateDouglas Lane - Head of Consumer Products Operator Good day, ladies and gentlemen. Thank you for standing by. Welcome to today's conference call to discuss LifeVantage's Third Quarter of Fiscal twenty twenty five Results. At this time, all participants are in a listen only mode. Following ...

LifeMD (LFMD) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Justin Schreiber - Chairman & CEOMarc Benathen - CFODavid Larsen - Managing DirectorSteve Dechert - AVP Conference Call Participants Sarah James - AnalystSteven Valiquette - MD & Senior Equity Research Analyst - Covering Health Care Technology & DistributionYi Chen - Managing Director & Senior AnalystAnderson Schock - Research Analyst Operator Good afternoon. Thank you for joining us today to discuss LifeMD's results for the f ...

Latham Group (SWIM) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Casey Kotary - DirectorScott Rajeski - President & Chief Executive OfficerOliver Gloe - Chief Financial OfficerRyan Merkel - Co-Group Head–IndustrialsW. Andrew Carter - Vice PresidentAnika Dholakia - AVP - Equity ResearchSean Callan - Community Relations Manager Conference Call Participants Robert Schultz - AnalystGreg Palm - Senior Research Analyst Operator Good day, and welcome to the Latham Group Inc. First Quarter tw ...

Latham Group (SWIM) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Casey Kotary - DirectorScott Rajeski - President & Chief Executive OfficerOliver Gloe - Chief Financial OfficerRyan Merkel - Co-Group Head–IndustrialsW. Andrew Carter - Vice PresidentAnika Dholakia - AVP - Equity ResearchSean Callan - Community Relations Manager Conference Call Participants Robert Schultz - AnalystGreg Palm - Senior Research Analyst Operator Good day, and welcome to the Latham Group Inc. First Quarter tw ...

Klaviyo (KVYO) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Andrew Zilli - Vice President of Investor RelationsAndrew Bialecki - Co-Founder, CEO & ChairpersonAmanda Whalen - Chief Financial OfficerRaimo Lenschow - Managing DirectorJackson Ader - Managing DirectorParker Lane - Managing Director - Equity ResearchArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsTerry Tillman - Managing DirectorElizabeth Porter - Executive DirectorBrett Huff - Managing Director Conference ...

Jamf (JAMF) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Jennifer Gaumond - Vice President, Investor RelationsJohn Strosahl - Chief Executive OfficerDavid Rudow - Chief Financial OfficerHenry Patel - Chief Strategy OfficerLuke Morison - Vice President, Equity ResearchIsaac Piliavin - Assistant Vice President - Equity ResearchNicholas Jones - MD - Internet Equity ResearchPriyanka Thapa - Equity Research AssociateAidan Perry - Equity Research Associate Conference Call Participants Joshu ...

Financial Data and Key Metrics Changes - Consolidated total revenue for Q1 2025 was $274.2 million, a decrease of 13% compared to $315.2 million in the prior year period [20] - Net loss attributable to common stockholders for Q1 2025 was $24.8 million, or $1.89 per fully diluted share, compared to a net loss of $17.7 million, or $2.21 per fully diluted share in the prior year [20] - Total adjusted EBITDA was $7.2 million in Q1 2025, down from $12.8 million in the prior year period [20] Business Line Data and Key Metrics Changes - Infrastructure segment revenue decreased 14% to $264.9 million from $307.9 million in the prior year quarter, primarily due to project timing [21] - Life Sciences segment revenue increased 210% to $3.1 million from $1 million in the prior year quarter, driven by increased unit sales [23] - Spectrum segment revenues were $6.2 million, down $100,000 compared to the first quarter of 2024, with adjusted EBITDA of $1.4 million, a decrease of $200,000 [23] Market Data and Key Metrics Changes - DBM Global achieved revenues of $264.9 million and adjusted EBITDA of $16.7 million during the quarter, with a backlog now reaching $1.4 billion [6][8] - R2 tripled its year-over-year revenue to $3.1 million in Q1 2025, with significant growth in North America [12] - The company is currently serving 28 countries and continues to expand its global footprint [13] Company Strategy and Development Direction - The company is focused on leveraging valuable assets to achieve a sustainable capital structure before debt maturities [6][7] - The strategic vision emphasizes maximizing the value of assets, with ongoing exploration of strategic alternatives [18] - The company is pursuing commercial opportunities in data casting and modernizing broadcasting capabilities [16][18] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to execute on strategic objectives and highlighted the strong backlog and robust pipeline for DBM [6][8] - The ongoing tariff situation is being monitored, with no material impact observed on DBM's business as of now [9] - Management remains optimistic about the market opportunity for R2 and the momentum experienced year over year [15] Other Important Information - The company had $33.3 million in cash and cash equivalents as of March 31, 2025, down from $48.8 million at the end of 2024 [25] - Total principal outstanding indebtedness was $672 million, an increase from $668.3 million at the end of 2024 [26] Q&A Session Summary - No questions were raised during the Q&A session, and the call concluded with closing comments from management expressing satisfaction with the momentum to start the year [27][28]

Halozyme Therapeutics (HALO) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Tram Bui - Vice President of Investor Relations & Corporate CommunicationsHelen Torley - President and CEONicole LaBrosse - CFOSadia Rahman - Vice President, Biopharma Equity ResearchMichael Difiore - Managing DirectorAdam Ferrarini - Biotech Equity Research AssociateDavid Risinger - Senior Managing Director, Biopharma Conference Call Participants Sean Laaman - AnalystMitchell Kapoor - Director, Senior Biotechno ...