Intapp (INTA) Q3 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants David Trone - Senior Vice President, Investor RelationsJohn Hall - Chairman & CEODavid Morton - CFOAlexei Gogolev - Executive DirectorMatthew Kikkert - Equity Research AssociateJohn Messina - Research AssociateRobert Dee - Equity Research Associate Conference Call Participants George Kurosawa - Equity Research AnalystBrian Schwartz - Managing Director and Senior AnalystKoji Ikeda - Analyst Operator and welcome to the NTAP Fisc ...

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 ...

Key Tronic (KTCC) Q3 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Anthony Voorhees - EVP of Administration, CFO & TreasurerBrett Larsen - President & CEOBill Dezellem - Founder, President & Chief Investment OfficerGeorge Melas-Kyriazi - PresidentSheldon Grodsky - President Operator Good day, and welcome to the Keytronic Q3 Fiscal Year twenty twenty five Investor Call. Today's conference is being recorded. After the presentation, we will begin the question and answer period. At this time, ...

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 ...

Gulf Island Fabrication (GIFI) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Cindi Cook - Executive Assistant to CEORichard Heo - President, CEO & ChairmanWestley Stockton - Executive VP, CFO, Treasurer, Secretary & Principal Accounting OfficerMarty W. Malloy - Director of Research Operator Good afternoon, ladies and gentlemen, and welcome to Gulf Island's Conference Call to discuss First Quarter twenty twenty five Results. All participants will be in a listen only mode for the duratio ...

Porch Group (PRCH) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Lois Perkins - Investor RelationsMatt Ehrlichman - Founder, Chairman & CEOShawn Tabak - Chief Financial OfficerMatthew Neagle - Chief Operating OfficerJohn Campbell - Managing DirectorRyan Tomasello - Managing DirectorJason Helfstein - Managing Director - Head of Internet ResearchTimothy Greaves - Equity Research Associate Conference Call Participants Daniel Kurnos - Equity Research AnalystJason Kreyer - Senior Research A ...

Personalis (PSNL) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Caroline Corner - Investor RelationsChristopher Hall - CEO and PresidentAaron Tachibana - CFO & COORichard Chen - Executive VP of R&D and Chief Medical OfficerVidyun Bais - Equity Research - Vice PresidentYuko Oku - Equity Research Associate Conference Call Participants Thomas Flaten - Senior Research AnalystWilliam Bonello - Senior Research AnalystJoseph Stringer - Senior AnalystDaniel Brennan - Senior Equity Research Ana ...

The Hackett Group (HCKT) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Robert Ramirez - CFO & Executive VP of FinanceTed Fernandez - Chairman and CEOGeorge Sutton - Partner- Co-Director of ResearchVincent Colicchio - Managing Director Conference Call Participants Jeff Martin - Director of Research & Senior Research Analyst Operator all for standing by. Today's conference will begin in approximately one minute. Again, today's conference will begin in one minute. Thank you for standing ...

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]

Fortune Brands Innovations (FBIN) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Leigh Avsec - Chief of Staff & Executive VP - External AffairsNicholas Fink - CEODavid Barry - President, Security & Connected ProductsPhilip Ng - Managing DirectorTrevor Allinson - Director - Equity ResearchMichael Rehaut - Executive Director Conference Call Participants John Lovallo - Senior US Homebuilding & Building Products Equity Research AnalystSusan Maklari - Senior Equity Research Analyst Operator ...