Flywire (FLYW) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Masha Kahn - Vice President of Investor RelationsMike Massaro - CEO & DirectorRob Orgel - President & COOCosmin Pitigoi - CFOJohn Davis - Managing DirectorTimothy Chiodo - Managing DirectorDan Perlin - Managing DirectorTyler DuPont - Equity Research Associate Conference Call Participants Tien-tsin Huang - Senior AnalystCristopher Kennedy - Research Analyst, Financial Services and TechnologyCharles Nabhan - Research Analyst Op ...

Finance Of America Companies (FOA) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Michael Fant - Senior Vice President of FinanceGraham Fleming - Chief Executive OfficerKristen Sieffert - PresidentMatt Engel - CFOWilliam Nasta - Equity Research Associate Operator Thank you for standing by. My name is Celine, and I will be your conference operator today. At this time, I would like to welcome everyone to the Finance of America First Quarter twenty twenty five Earnings Call. All lines have ...

eXp World (EXPI) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Denise Garcia - Founder & Managing PartnerGlenn Sanford - Founder, Chairman and Chief Executive OfficerFelix Bravo - Managing Director, InternationalLeo Pareja - CEO of eXp RealtyWendy Forsythe - Chief Marketing OfficerJesse Hill - Interim Chief Financial OfficerOscar Nieves - Research Associate Denise Garcia Alright. Good afternoon, and welcome to the eXp for World Holdings first quarter twenty twenty five earnings firesid ...

Financial Data and Key Metrics Changes - For FY 2025, the company reported net bookings of $7.36 billion, a decrease of 1% year-over-year [24] - Full game net bookings were $2.02 billion, up 1%, driven by strong performance in EA Sports College Football '25 and new releases [25] - Live services net bookings were $5.34 billion, down 2%, impacted by a decline in Apex Legends and softness in FC Ultimate Team [25] - The company achieved a gross margin of 79.3%, an improvement of nearly 200 basis points, due to lower licensing fees [26] - Operating expenses increased by 2% to $4.4 billion, while earnings per share rose to $4.25 [26] Business Line Data and Key Metrics Changes - EA SPORTS FC saw a significant rebound in engagement and monetization following a major gameplay update in January, leading to double-digit growth in player engagement [5][8] - The American football ecosystem generated over $1 billion in net bookings, up over 70% year-over-year, with a 68% increase in hours played [9][10] - The Sims franchise delivered over 30% net bookings growth in Q4, driven by the 25th anniversary celebrations and new content releases [12][29] - The successful launch of the new IP, Split Fiction, resulted in nearly 4 million units sold, exceeding expectations [13] Market Data and Key Metrics Changes - FC Mobile engagement and acquisition were up over 20% year-over-year, with significant growth in key mobile markets [9] - The company noted that its largest mobile markets differ from its largest HD markets, indicating a successful expansion strategy [9] - The American football ecosystem's engagement trends remained strong, with Q4 average weekly active users higher than the fiscal year average [28] Company Strategy and Development Direction - The company aims to broaden its reach into additional markets and enhance app experiences through strategic partnerships [11] - Future growth is expected to be driven by live services, new game launches, and building global fandom [15][18] - The company plans to transform The Sims into a unified ecosystem across games, marketplaces, and social spaces [18] - The acquisition of TRACECAP is expected to enhance gameplay authenticity and immersion [19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate near-term economic uncertainty, emphasizing the resilience of its franchises [39][78] - The company anticipates continued growth in its American football and global football franchises, leveraging the increasing popularity of these sports [20][70] - Management highlighted the importance of community engagement and feedback in shaping future game developments [61] Other Important Information - The company returned over $2.7 billion to stockholders through stock repurchases and dividends in FY 2025 [26] - The upcoming fiscal year is expected to see net bookings of $7.6 billion to $8 billion, reflecting a growth of 3% to 9% year-over-year [30][31] Q&A Session Summary Question: What were the main issues during the temporary slowdown in FC and how were they fixed? - Management noted that temporary slowdowns are not unusual for large franchises and attributed the slowdown to a lack of migration from the previous title and feedback from competitive players regarding gameplay tuning [44][49][54] Question: How does the company view the long-term growth profile and live services? - Management reiterated confidence in the long-term growth framework, emphasizing the importance of live services and new titles in driving growth [55][56] Question: What are the key learnings from the Battlefield beta testing? - Management highlighted the importance of community feedback in shaping the game and ensuring alignment with player expectations, which has been a significant focus for the development team [60][62] Question: How does the company view the competitive landscape for American football? - Management expressed optimism about the growth of American football, citing the increasing engagement and fandom in the sport, and plans to deepen connections between college and NFL products [70][72] Question: How does the company plan to navigate potential macroeconomic challenges? - Management believes that the entertainment industry, particularly its franchises, has shown resilience during economic downturns and expects to continue delivering value to players [78][80]

Direct Digital Holdings (DRCT) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Jennifer Belodeau - SVPMark Walker - CEO, Co-Founder & ChairmanDiana Diaz - Chief Financial OfficerMichael Kupinski - Director of Research, Managing Director, Head of Technology ResearchDaniel Kurnos - Managing Director, Internet & Media Equity Research Operator Thank you for standing by. My name is Tina, and I will be your conference operator today. At this time, I would like to welcome everyone to the Direct ...

Curiositystream (CURI) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Tia Cudahy - COO and General CounselClint Stinchcomb - President, CEO & DirectorP. Brady Hayden - CFOPatrick Sholl - Vice PresidentKris Tuttle - Founder Conference Call Participants Dan Medina - Research AnalystDavid Marsh - Equity AnalystEdward Schneider - Analyst Operator Thank you for standing by. My name is Carrie, and I will be your conference operator today. At this time, I would like to welcome everyone to the ...

Cricut (CRCT) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Jim Suva - Senior Vice President of Finance, Treasurer & Investor RelationsAshish Arora - President and CEOKimball Shill - CFOMichael Cadiz - Assistant Vice President, Equity researchAngus Kelleher-Ferguson - Equity Research Associate Conference Call Participants Maya Neuman - Analyst Operator Good day, and thank you for standing by. Welcome to Cricket's first quarter twenty twenty five earnings call. At this time, all partici ...

Corpay (CPAY) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Jim Eglseder - Investor RelationsRon Clarke - Chairman and Chief Executive OfficerAlissa Vickery - Chief Accounting Officer & Interim CFOShray Gurtata - Assistant Vice PresidentSanjay Sakhrani - Managing DirectorTrevor Williams - Managing DirectorRayna Kumar - Managing Director - Fintech Equity Research Conference Call Participants Tien-tsin Huang - Senior AnalystAndrew Jeffrey - Research AnalystAndrew Schmidt - Equity Researc ...

comScore (SCOR) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants John Tinker - VP - Investor RelationsJon Carpenter - CEOMary Margaret Curry - CFO Operator Good day and thank you for standing by. Welcome to the Comscore First Quarter twenty twenty five Financial Results 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. To ask a question during the session, you will need to press 11 on y ...

Clover Health Investments (CLOV) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Ryan Schmidt - Investor RelationsAndrew Toy - Co-Founder, CEO & DirectorPeter Kuipers - Chief Financial OfficerRichard Close - Managing Director Conference Call Participants Jonathan Yong - AnalystMatt Hewitt - Senior Research Analyst Operator Ladies and gentlemen, good afternoon and welcome to the Clover Health First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in ...