Semler Scientific (SMLR) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Speaker0 Good afternoon, and welcome to the Semler Scientific First Quarter twenty twenty five Financial Results Conference Call. All participants will be in a listen only mode. After today's prepared remarks, as time permits, management will take questions submitted prior to this call via email. Please note this event is being recorded. Before we begin, Seminole Scientific needs to remind you that certain comments made during this call ...

CI&T (CINT) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Speaker0 strategy. Speaker1 Thank you, Cesar, and good afternoon, everyone. I'm excited to share our progress regarding our people in this first quarter of the year. We ended Q1 with 7,400 employees, a 21.6% increase compared to Q1 twenty twenty four. This growth demonstrates our commitment to strengthen our teams and cultivating the next generation of leaders in technology. As part of our NextGen program, we successfully onboarded 420 trainees. Thi ...

Financial Data and Key Metrics Changes - The company reported a net cash used in operating activities of $4.5 million for Q1 2025, with $3.6 million attributed to recurring baseline expenditures primarily for R&D and G&A aligned with milestones [34] - The company completed an $11.5 million common stock public offering to strategically fund operations while managing dilution [39] Business Line Data and Key Metrics Changes - The HeartBeam system is positioned as the first personal cable-free ECG capable of synthesizing a 12-lead ECG, with significant advancements in regulatory approvals and clinical studies [5][6] - The VALID ECG study met its clinical endpoints, supporting the FDA submission for the 12-lead synthesis software [41][70] Market Data and Key Metrics Changes - The target market segment for the HeartBeam system is estimated to be a $500 million serviceable market in the US, with strong demand from patients and physicians [28] - The coronary artery disease market is larger than the atrial fibrillation market, with 20 million patients in the US at elevated risk for heart attacks [29] Company Strategy and Development Direction - The company aims to secure FDA clearance for the 12-lead synthesis software and prepare for commercialization by the end of 2025 [42] - A strategic collaboration with AccuCardia is expected to enhance the commercial product offering by integrating ECG algorithms for rhythm classification [21][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing discussions with the FDA, indicating no disruptions or delays in the approval process [61][62] - The company is focused on building out infrastructure and customer support systems to ensure a successful product launch [25][32] Other Important Information - The company has achieved 20 issued patents worldwide, emphasizing the importance of intellectual property in its business strategy [26] - The early access program is providing valuable feedback on the product and its usability in real-world settings [25] Q&A Session Summary Question: Insights from the early access program - The company learned valuable insights from real patient interactions, including onboarding and training, which have helped refine the product [46][48] Question: Pricing strategy for commercialization - The anticipated pricing is expected to be between $50 to $100 per month, with potential tiered options for additional services [49][50] Question: Timing for building out infrastructure - The company plans to begin commercialization in Q4 2025, following FDA clearance, with initial efforts focused on two target markets [54][56] Question: Updates on FDA approval process - The company reported no disruptions from FDA staff attrition and remains on track for clearance by the end of the year [60][62] Question: Competitive position with AccuCardia partnership - The collaboration enhances the product offering by providing automated assessments for ECG readings, filling a critical gap in the workflow [64][66] Question: Manufacturing capabilities and tariff exposure - The company has secured a US-based contract manufacturer to mitigate tariff impacts and ensure quality control during initial production runs [72][74]

Tenon Medical (TNON) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Speaker0 Greetings and welcome to the Tenon Medical First Quarter twenty twenty five Financial Results and Corporate Update Conference Call. As a reminder, this call is being recorded. Your hosts today are Steve Foster, President and Chief Executive Officer and Kevin Williamson, Chief Financial Officer. Mr. Foster and Mr. Williamson will present results of operations for the first quarter ended 03/31/2025 and provide a corporate update. A p ...

Hyperfine (HYPR) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Speaker0 Thank you for standing by. My name is Kate, and I will be your conference operator today. At this time, I would like to welcome everyone to the Hyperfine Q1 twenty twenty five Earnings 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. Thank you. I would now like to turn the call over to Webb Campbell, Investor Relations. Please go ahead. S ...

Financial Data and Key Metrics Changes - The company reported a net revenue increase of 13% year over year, reaching BRL billion [6] - Non-GAAP net income was BRL 554 million, reflecting a 6% growth year over year [6] - Diluted EPS on a GAAP basis reached BRL 1.72, a 14% growth year over year [6][28] - Total deposits increased by 11%, reaching BRL 33.9 billion [16] - The total credit portfolio reached BRL 3.7 billion, a 34% year over year increase [18] Business Line Data and Key Metrics Changes - Payments TPV reached BRL 129 billion, growing 16% year over year [6][13] - The MSMB segment grew 11% year over year, while the large retail and online segment grew 30% year over year [14] - The banking revenue reached a record, growing 60% year over year, driven by higher interest income from the expanding credit portfolio [22] Market Data and Key Metrics Changes - The company has less than 1% market share in some banking businesses, indicating significant room for market penetration and future growth [10] - The cash in levels in PagBank accounts reached BRL 83 billion, with cashing per active client growing 23% year over year [15] Company Strategy and Development Direction - The company aims to become the primary financial partner for clients by integrating payments, banking, and credit services [9] - The focus is on winning MSMBs and scaling the platform, with a strategy to deepen engagement and boost monetization [9][10] - The company plans to balance growth and profitability while exploring initiatives to strengthen its capital structure [32] Management Comments on Operating Environment and Future Outlook - Management highlighted the resilience of the company in a challenging macroeconomic environment, maintaining positive results every quarter since the IPO [7][32] - The company is focused on mitigating macroeconomic uncertainty and executing its repricing strategy [32] - Management expressed confidence in achieving the guidance for the year, with expectations for continued growth in gross profit and earnings per share [31][87] Other Important Information - The company announced a cash dividend of $0.14 per common share, to be paid on June 6, marking the first dividend in its history [7][30] - The Basel Index improved by approximately five percentage points, reflecting an enhanced capital structure [30] Q&A Session Summary Question: What explains the deceleration in TPV growth from Q4 to Q1? - Management noted that the deceleration is partly due to tougher year-over-year comparisons and emphasized the company's diversified revenue sources beyond payments [36][38] Question: Why is the dividend distribution set at 10% of net income? - The company aims to balance dividends with share buybacks, indicating that the 10% is a guideline that may change based on future performance [43][44] Question: What drove the decrease in deposits this quarter? - Management explained that the decrease in checking accounts was influenced by higher opportunity costs in a rising rate environment, and emphasized efforts to manage funding costs effectively [48][51] Question: How durable is the repricing strategy? - Management indicated that repricing is necessary due to rising interest rates and that they are working to implement it without losing clients [58][86] Question: What is the outlook for the banking business's contribution to gross profit? - Management did not provide specific targets but indicated that the banking business is expected to continue growing and contributing significantly to overall profitability [114][116]

Verb Technology (VERB) Q1 2025 Earnings Call May 13, 2025 01:00 PM ET Company Participants Rory Cutaia - Founder, Chairman, President & CEO Operator Good afternoon, and welcome to the First Quarter twenty twenty five Financial Results Conference Call for Verb Technology Company Incorporated. At this time, all participants are in a listen only mode. Please be advised the call is being recorded at the company's request. On our call today is Rory J. Cutayo, Verb's Founder, Chairman and CEO. Before we begin, I' ...

Consumer Portfolio Services (CPSS) Q1 2025 Earnings Call May 13, 2025 01:00 PM ET Company Participants Charles Bradley - Chairman, President & CEODenesh Bharwani - CFO & EVP of Accounting & Finance Operator Good day, everyone, and welcome to the Consumer Portfolio Services twenty twenty five First Quarter Operating Results Conference Call. Today's call is being recorded. Before we begin, management has asked me to inform you that this conference call may contain forward looking statements. Any statements ma ...

Endeavour Silver (EXK) Q1 2025 Earnings Call May 13, 2025 01:00 PM ET Company Participants Allison Pettit - Director of Investor RelationsDan Dickson - CEO & DirectorDonald Gray - Chief Operating OfficerWayne Lam - Director - Mining ResearchElizabeth Senez - Chief Financial OfficerHeiko Ihle - MD & Equity Research Conference Call Participants Nick Giles - Senior Research Analyst Operator you for standing by. This is the conference operator. Welcome to the Endeavor Silver First Quarter twenty twenty five Fin ...

Financial Data and Key Metrics Changes - In Q1 2025, the company produced 1,200,000 ounces of silver and 8,300 ounces of gold, totaling 1,900,000 silver equivalent ounces [4] - Revenue for the quarter was $64,000,000, consistent with the prior year, benefiting from higher precious metal prices [5] - The company reported a net loss of $32,900,000, primarily due to unrealized noncash impacts from gold hedging and forward swap contracts [5] - Cash costs were $15.89 per ounce of silver, and all-in sustaining costs were $24.48 net of gold credits, both slightly below annual guidance [6] - As of March 31, 2025, the company's cash position was $65,000,000, and working capital was $15,000,000, reflecting a decrease from December 31, 2024 [6] Business Line Data and Key Metrics Changes - Guanacevi and Bolanitos performed in line with expectations, while Terronera is nearing completion and has started producing concentrate [4] - The acquisition of the Copa mine in Peru is expected to enhance the production profile significantly, with an annual production estimate of 5,000,000 silver equivalent ounces [8][10] Market Data and Key Metrics Changes - The company is positioned to achieve annualized production approaching 20,000,000 silver equivalent ounces when combining all producing assets [10] Company Strategy and Development Direction - Terronera is viewed as a transformational asset that will redefine the company's growth trajectory, with a projected mine life of over a decade [7] - The company aims to build a scalable silver-dominant asset base, leveraging technical expertise and development capabilities [9] Management's Comments on Operating Environment and Future Outlook - Management expressed excitement about the commissioning of Terronera and its potential impact on the business [7] - The company is closely monitoring cash balances and working capital requirements during the ramp-up phase, emphasizing the importance of achieving commercial production [29] Other Important Information - The company is validating and updating historical resource estimates for the Copa mine, with a significant exploration budget planned [39][40] Q&A Session Summary Question: What is needed for confidence in the ramp-up guidance for Terronera? - Management indicated that consistent throughput and production are critical before providing formal guidance on costs and production timelines [12][13] Question: What are the near-term priorities for the ramp-up at the plant? - Management noted that the commissioning process involves a systematic approach to check systems and ensure everything is running smoothly [15][18] Question: What is the capital intensity for throughput expansion at Copa? - The estimated capital intensity for expanding capacity from 1,800 tons per day to 2,500 tons per day is between $12 million to $16 million [20] Question: How comfortable is the company with its cash balance and working capital for Terronera? - Management expressed confidence in the cash balance of $65,000,000 and working capital of $15,000,000, while acknowledging the high-stress phase of the project [26][28] Question: Are there still meaningful cash flows going into Terronera in Q2? - Management confirmed that spending continues for commissioning, although they do not have complete data for April yet [33][35] Question: What are the higher priority targets for exploration at Copa? - Management highlighted a significant exploration budget and plans to focus on previously discovered veins and new opportunities [39][40]