Hyperion DeFi (NasdaqCM:EYEN) Q3 2025 Earnings Call November 13, 2025 05:00 PM ET Speaker2Greetings and welcome to Hyperion DeFi's Q3 2025 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note this conference is being recorded. I will now turn the conference over to Jason Assad. Thank you, Jason. ...

Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $11.5 million, down from $11.7 million in Q2 2025, with some revenue migration dilution due to technology platform migration [8][9] - Cash decreased to $10.3 million from $10.5 million at the end of Q2 2025, primarily due to the timing of customer payments [9] - Anticipated sequential decline in revenue and adjusted EBITDA for Q4 2025, but expected sales growth moving into 2026 [9][10] Business Line Data and Key Metrics Changes - Continued progress in launching new products and accelerating sales bookings to the highest levels of the year [6] - Focus on large vertical markets, delivering industry-specific AI solutions across various sectors including automotive, healthcare, and advertising [6][7] Market Data and Key Metrics Changes - The company is positioned to expand into a larger addressable market by selling bundled solutions that integrate insights, actions, and outcomes [21][14] - The potential combined company with Arcaneum could achieve a revenue run rate of approximately $15 million quarterly, growing in the 15%-20% range in 2026 [14] Company Strategy and Development Direction - The company aims to evolve from providing strategic analytics to delivering comprehensive AI-powered solutions that enhance customer acquisition and optimization [4][5] - The acquisition of Arcaneum is expected to create a vertically focused, AI-driven customer acquisition platform, enhancing market reach and strategic flexibility [13][14] Management's Comments on Operating Environment and Future Outlook - Management believes the company is at a positive inflection point, with significant opportunities for growth through AI-driven solutions [4][5] - The focus will be on maximizing revenue growth while maintaining positive adjusted EBITDA margins of 10% or more [22] Other Important Information - The agreement to acquire Arcaneum includes a $10 million convertible promissory note and an earnout based on performance metrics [11][12] - The anticipated closing date for the acquisition is in the first half of 2026, pending approval from disinterested stockholders [12] Q&A Session Summary Question: What is the TAM for the combined solution? - The addressable market for the combined company is expected to be multiples of the current market, with significant customer acquisition budgets tied to insights [21] Question: How does the company view the trade-off between growth and profitability? - The focus is on maximizing revenue growth while maintaining positive adjusted EBITDA margins, prioritizing customer penetration and scaling [22] Question: How does growth break down between new and existing customers? - The company believes it can achieve a $100 million revenue opportunity much sooner with the combined capabilities, leveraging existing customer relationships [23][24]

Precision Optics Corporation (NasdaqCM:POCI) Q1 2026 Earnings Call November 13, 2025 05:00 PM ET Speaker1Afternoon, and welcome to the Precision Optics Q1 2026 earnings event. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star and then one on your touchscreen telephones. To withdraw your ques ...

Origin Materials (NasdaqCM:ORGN) Q3 2025 Earnings Call November 13, 2025 05:00 PM ET Speaker2Thank you for standing by. This is the conference operator. Welcome to the Origin Materials third quarter 2025 earnings call. As a reminder, all participants are in listen-only mode, and the conference is being recorded. After the presentation, there will be an opportunity to ask questions. To join the question queue, you may press star, then one on your telephone keypad. Should you need assistance during the confer ...

Sera Prognostics (NasdaqGM:SERA) Q3 2025 Earnings Call November 13, 2025 05:00 PM ET Speaker5Afternoon, and welcome to the Sera Prognostics conference call to review third-quarter fiscal year 2025 results. At this time, all participants are in listen-only mode. We will be facilitating a question-and-answer session towards the end of today's call. As a reminder, this call is being recorded for replay purposes. I would like to turn the call over to Jennifer Zebuda, Sera's Head of Investor Relations, for a few ...

Financial Data and Key Metrics Changes - For the first nine months of 2025, total revenues increased by 88% to just under $185 million compared to $98 million in the same period last year [25] - Adjusted EBITDA for the full year 2025 is expected to grow by 50%-75% compared to 2024 [14][33] - The company reported a net loss of $1.5 million for Q3 2025, compared to a net income of $2.6 million in the same quarter last year [25] Business Line Data and Key Metrics Changes - Revenue from procurement services totaled $31.1 million in Q3 2025, down from $60.5 million in the year-ago quarter, while year-to-date revenues from procurement services have more than doubled [16][25] - Systems integration revenue increased by 20% to $9.2 million in Q3 2025, driven by the integration of AI-enabled racks [17] - Facilities management revenue declined by 19% year over year to $1.6 million, but is expected to see a year-over-year increase in Q4 [10][17] Market Data and Key Metrics Changes - The AI data center market is expanding rapidly, with significant investments expected in AI infrastructure [11][12] - The company is well-positioned to capitalize on the first wave of AI-driven investment, indicating a strong demand for high-performance computing and hybrid systems [11][12] Company Strategy and Development Direction - The company is actively exploring strategic acquisitions, new partnerships, and portfolio expansion, particularly in AI and edge computing [14][33] - Investments in facilities and expertise are ongoing to meet the growing demand for high-density compute and efficient cooling solutions [12][13] - The company aims to capture a meaningful share of the rapidly growing AI infrastructure market [15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, highlighting strong underlying demand and a growing pipeline [30] - The company expects a strong rebound in adjusted EBITDA in Q4, reflecting higher rack volumes in systems integration [14][33] - Management acknowledged challenges in Q3 but emphasized improvements in operational processes and communication [46][47] Other Important Information - The company raised capital through a secondary offering, strengthening its balance sheet and providing additional funds for strategic investments [13][27] - A new board member, Vivek Mahindra, was appointed, expected to enhance the company's strategic direction and customer base [31] Q&A Session Summary Question: Insights on end markets and enterprise demand - Management noted an uptick in enterprise activity and demand for complex CSP solutions, indicating a shift in customer needs [36][37] Question: Client base and public announcements - The company has multiple clients but does not disclose them publicly, focusing on operational execution instead [39][40] Question: Future capital raises - Currently, there are no plans for additional capital raises, with management emphasizing a focus on strategic growth without diluting investor value [39] Question: Mixed vendor rack integration - Management indicated that while mixed vendor integration is a small part of the business, it is handled confidentially to maintain customer relationships [42][43] Question: Operational requirements affecting rack volumes - Management acknowledged that power availability and ERP integration issues impacted Q3 volumes but expressed confidence in resolving these challenges [45][46] Question: Guidance for 2026 - Management provided initial guidance of 40%-50% organic growth for 2026, citing improved visibility across business segments [49][50]

Financial Data and Key Metrics Changes - The net loss for Q3 2025 was $5.3 million, or $0.15 per basic and diluted share, consistent with the prior quarter and in line with expectations [15][16] - Net cash used in operating activities was under $3.2 million, representing an 8% decrease quarter over quarter, building on a 23% decrease from the prior quarter [16] - Cash and cash equivalents at September 30, 2025, were $1.9 million, with a focus on maintaining a tight balance sheet [16][17] Business Line Data and Key Metrics Changes - The HeartBeam System is positioned as the first portable, cable-free ECG capable of synthesizing a 12-lead ECG, aimed at enhancing patient confidence in heart health [4][5] - The company has achieved significant milestones, including FDA 510(k) clearance for arrhythmia assessment and submission for 12-lead ECG synthesis software [10][11] Market Data and Key Metrics Changes - The initial commercial launch is anticipated to focus on prominent concierge and preventive cardiology practices in two U.S. regions, Southern California and South Florida, targeting approximately 75,000 patients [28][29] - Market research indicates strong interest from both physicians and patients, with a willingness to pay a premium for the HeartBeam System's functionality [9] Company Strategy and Development Direction - The company aims to create a new product category with the HeartBeam System, differentiating itself by combining an easy-to-use device with on-demand cardiologist support [13][14] - A controlled market entry strategy will be implemented, starting with a small number of practices to gather feedback before broader expansion [14] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about FDA interactions, categorizing them as productive, and anticipates clearance by year-end [22] - The company is focused on user experience and operational readiness ahead of commercialization, with plans to hire key commercial team members post-FDA clearance [11][17] Other Important Information - HeartBeam has been recognized as a global leader in portable cardiac diagnostics, ranking second worldwide in 12-lead ECG innovation [12][20] - The company has added three new patents, bringing the total to 24 issued patents worldwide [12][20] Q&A Session Summary Question: Can you discuss the FDA discussions and what factors need to be addressed for clearance? - Management described interactions with the FDA as productive and anticipates clearance before year-end [22] Question: What territories will be focused on for initial market launch? - The initial focus will be on prominent concierge and preventive cardiology practices in Southern California and South Florida [28][29] Question: How will pricing be structured for symptomatic versus asymptomatic readings? - A subscription model is planned, with details on pricing and the number of cardiology reads to be finalized [24] Question: How is inventory management and manufacturing capability being handled? - The company has a U.S.-based contract manufacturer and is confident in its manufacturing capabilities with off-the-shelf components [26] Question: What are the expectations for sales following commercialization? - Management indicated that while initial sales may be slow, significant growth is expected in the second half of 2026 [36] Question: Will the company work exclusively with HeartNexus for cardiology services? - While HeartNexus is a key partner, the company is open to expanding its network based on demand [39][40] Question: Are there plans for additional strategic partnerships to enhance production or operational capabilities? - The company is exploring various strategic partnerships to scale efficiently and enhance operational capabilities [42]

Financial Data and Key Metrics Changes - For Q3 2025, the company generated revenue of $6.9 million, a 7.4% increase year-over-year, primarily driven by service sales from the critical power business [4] - Year-to-date revenue reached $22 million, up 68% compared to the same period last year, mainly due to demand for e-boost mobile charging solutions [4] - Gross profit for Q3 was $640,000, with a gross margin of approximately 9%, down from a gross profit of $1.5 million and a margin of 20% in the same quarter last year [16] - The company incurred an operating loss from continuing operations of $1.4 million in Q3 2025, compared to a loss of $714,000 in Q3 2024 [16] - Net loss from continuing operations for Q3 2025 was $1.8 million, compared to a net loss of $738,000 in Q3 2024 [17] - Cash on hand as of September 30, 2025, was $17.3 million, down from $41.6 million at the end of 2024 [17] Business Line Data and Key Metrics Changes - The company completed the delivery of the last five e-boost units for a $1.3 million school district project, marking a significant electrification initiative [5] - An order of $725,000 was received from the city of Long Beach for a specialized off-grid EV charging system [6] - The company secured additional orders for e-boost units from a major online retailer, indicating strong demand in the last-mile delivery market [6] - The company reported over $700,000 in product deliveries in the distributed power market, with an additional $750,000 in new purchase orders [8] Market Data and Key Metrics Changes - The company is expanding its focus to serve the broader distributed power market, introducing a pre-engineered, scalable power block system for large data centers and industrials [10] - The company is actively engaging with international EV markets through a franchise-type model to leverage its engineering expertise [12] Company Strategy and Development Direction - The company is focused on expanding its reach and diversifying its revenue mix, with strategic product launches like PowerCore expected to drive growth [13] - The rebranding of the HOMe-Boost product to PowerCore aims to target both residential and light commercial markets, enhancing the company's addressable market [11] Management's Comments on Operating Environment and Future Outlook - Management reaffirmed full-year 2025 revenue guidance of $27-$29 million, representing approximately 20% year-over-year growth [18] - The company anticipates a favorable sales mix in Q4, expecting a bounce back in gross margins [24] Other Important Information - The company is experiencing strong order momentum and significant penetration into the distributed power space, positioning itself for accelerated growth in 2026 [4] - The company is set to launch its innovative power block system by the end of 2025, addressing the increasing energy requirements of various sectors [10] Q&A Session Summary Question: How is the company creating marketing awareness across multiple segments? - Management indicated a need for a focused team to target specific verticals, given the diverse applications and expertise in delivering power solutions [21][22] Question: Will there be a bounce back in gross margins next quarter? - Management confirmed expectations for a bounce back in gross margins, attributing previous softness to an unfavorable sales mix [24] Question: Can you outline the scale of the online retailer project for 2026? - Management mentioned transitioning from short-term rentals to potential purchases of 5-20 units next year, depending on the success of current units [29][30] Question: What is the opportunity in the modular data center project? - Management highlighted the need for smaller systems to test AI compute loads, indicating a significant market opportunity in the data center sector [34]

Financial Data and Key Metrics Changes - Q3 2025 revenue reached a record $32 million, representing a 45% increase compared to Q3 2024 [4][18] - Q3 gross profit was $16.2 million, resulting in gross margins of 50.6%, despite tariff impacts [4][19] - Q3 adjusted EBITDA was $1.6 million, marking the sixth consecutive quarter of adjusted EBITDA profitability [5][20] - Q3 operating income was $1.2 million, the first quarterly operating profit in company history [5][20] - Net income for Q3 was $4.1 million, compared to a net loss of $5.6 million in the same period last year [20] Business Line Data and Key Metrics Changes - DreamSock demand in the U.S. grew 42% year-over-year, with total sell-through units up 72% during Amazon Prime Day [8][9] - The subscription attach rate for DreamSock surpassed 25% by the end of Q3 [12][13] - Total paying subscribers for Owlet 360 exceeded 85,000, with strong trends in monthly recurring revenue and improved retention [12] Market Data and Key Metrics Changes - International revenue growth was up 171% year-over-year, driven by the launch of DreamSight and ongoing global momentum [11] - Owlet increased its share of total dollars spent on baby monitors to 40% in Q3 2025, a record high [9] Company Strategy and Development Direction - The company aims to transition into a service model through the Owlet 360 subscription, enhancing customer lifetime value [8][12] - Owlet is strategically positioned to capitalize on increased consumer awareness following the FDA's warning against unauthorized infant monitors [5][6] - The launch of the DreamSight camera is expected to enhance the product ecosystem and drive further growth [10][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's market position and ability to drive further share gains despite macroeconomic uncertainties [24] - The company raised its 2025 revenue guidance to a range of $103 million-$106 million, reflecting strong business momentum [24] - Management highlighted ongoing investments in R&D and AI capabilities to enhance product offerings and customer support [15][22] Other Important Information - The company completed a follow-on equity offering raising approximately $32 million, strengthening its balance sheet [23] - Owlet has received six international regulatory clearances for DreamSock, including new clearance in India [11] Q&A Session Summary Question: Partnership with health systems and early experiences - Management indicated that the integration with the Children's Hospital of the King's Daughters has been successful and is being used as a pilot for other healthcare systems [26][27] Question: International growth and future markets - Management noted strong performance in international markets, particularly in Europe, and highlighted ongoing momentum and new regulatory clearances [28] Question: Value proposition of Babysat and integration with Rapid City - The integration with Rapid City is expected to provide real-time access to data for clinicians, facilitating quicker implementation and engagement [29][30] Question: Subscriber retention rates for Owlet 360 - Management reported strong engagement from Owlet 360 customers and indicated plans for new features to enhance user experience [31]

TMC the metals company (NasdaqGS:TMC) Q3 2025 Earnings Call November 13, 2025 04:30 PM ET Speaker1Hi, and welcome to The Metals Company's third quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. To remove yourself from the queue, you may press star 11 again. I would now like to hand the call over to ...