Advanced Energy(AEIS) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:47
Advanced Energy (AEIS) Q1 2025 Financial Results APRIL 30, 2025 Safe Harbor global economic conditions, such as the impact of escalating global conflicts on macroeconomic Q1 2025 Financial Highlights $405 million 37.9% $29 million $1.23 13.5% $723 million REVENUE NON-GAAP GROSS MARGIN(1) OPERATING CASH FLOW(2) NON-GAAP EPS NON-GAAP OPS MARGIN(1) TOTAL CASH (1) Detailed explanations of non-GAAP financials and reconciliations of GAAP to non-GAAP financials can be found at the end of this presentation (2) Cash ...
Robinhood(HOOD) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:47
Robinhood Markets, Inc. Earnings Presentation First Quarter 2025 April 30, 2025 investors.robinhood.com ‧•‧‧••‧•••••••‧•‧••‧ Robinhood Earnings Presentation Q1 2025 Disclaimers This Presentation Relates to Robinhood's Broader Earnings Announcement Disclosures This presentation accompanies the first quarter 2025 earnings announcement webcast of Robinhood Markets, Inc. (including its consolidated subsidiaries, "we," "Robinhood," or the "Company") and should be read together with Robinhood's earnings announcem ...
Udemy(UDMY) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:46
Financial Performance - Udemy's Q1 2025 revenue reached $200.3 million, a 2% year-over-year increase, despite a negative foreign exchange impact of 2 percentage points[16] - The company's gross margin was 65%, up 400 basis points year-over-year, while non-GAAP gross margin was also 65%, up 300 basis points[16] - Udemy reported a net loss of $1.8 million, a 90% improvement year-over-year, and a non-GAAP net income of $17.9 million, a 236% increase[16] - Adjusted EBITDA for Q1 2025 was $21.1 million, a 227% increase year-over-year, with an adjusted EBITDA margin of 11%, up 800 basis points[16] Enterprise Business - Udemy Business Annual Recurring Revenue (ARR) reached $519 million at the end of Q1 2025, an 8% year-over-year increase[16] - The company added 120 net new enterprise customers in Q1 2025, a 7% year-over-year increase[12,28] - Udemy closed over 40 new business deals exceeding $100,000 in ARR during the quarter[12] Subscription Model - Subscription revenue accounted for 68% of total revenue in Q1 2025, a 500 basis points year-over-year expansion[12,20] - Consumer subscriptions revenue now accounts for 13% of the segment's revenue mix, a 400 bps YoY expansion[16] Future Outlook - Udemy projects Q2 2025 revenue between $195 million and $199 million, with an adjusted EBITDA between $22 million and $24 million[43] - The company anticipates full-year 2025 revenue between $772 million and $794 million, and adjusted EBITDA between $77 million and $87 million[43]
Meta Platforms(META) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:46
Financial Performance - Total revenue for Q1 2025 reached $42314 million[8], compared to $36455 million in Q1 2024, representing a year-over-year increase[8] - Advertising revenue for Q1 2025 was $41392 million[4], up from $35635 million in Q1 2024[11] - Family of Apps (FoA) revenue in Q1 2025 amounted to $41902 million[11] - Reality Labs (RL) revenue reached $412 million in Q1 2025[11] - The company's operating margin was 41% in Q1 2025[11] - Net income for Q1 2025 was $12369 million[19] - Capital expenditures for Q1 2025 totaled $6715 million[27] User Engagement - Family Daily Active People (DAP) reached 343 billion in Q1 2025[33] - Family Average Revenue per Person (ARPP) was $1120 in Q1 2025[38] Advertising Metrics - Ad impressions delivered worldwide increased by 12% year-over-year in Q1 2025[44] - The average price per ad worldwide increased by 3% year-over-year in Q1 2025[49]
Sprouts Farmers Market(SFM) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:44
SPROUTS FARMERS MARKET Investor Deck April 2025 Forward-Looking Statements Certain statements in this presentation are forward-looking as defined in the Private Securities Litigation Reform Act of 1995. Any statements contained herein that are not statements of historical fact (including, but not limited to, statements to the effect that Sprouts Farmers Market, Inc. (the "Company") or its management "anticipates," "plans," "estimates," "expects," or "believes," or the negative of these terms and other simil ...
Clearway Energy(CWEN) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:42
Clearway Energy, Inc. First Quarter 2025 Results Presentation April 30, 2025 | Business | Update | Craig Cornelius, Chief Executive Officer | | --- | --- | --- | | Financial | Summary | Sarah Rubenstein, Chief Financial Officer | | Closing Remarks | | Craig Cornelius, Chief Executive Officer | 3 Business Update Safe Harbor This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Such forward- ...
Spok(SPOK) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:42
First Quarter Earnings 04/30/2025 Fourth Quarter Earnings| 02.23.23 Safe Harbor Statement Statements contained herein or in prior press releases which are not historical fact, such as statements regarding our future operating and financial performance, are forward-looking statements for purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. These forward-looking statements involve risks and uncertainties that may cause our actual results to be materially different ...
Westwood(WHG) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:40
Investor Relations Presentation Westwood Holdings Group westwoodgroup.com 1 INTEGRITY | RELIABILITY | RESULTS Westwood Overview 2 I N T E G R I T Y | R E L I A B I L I T Y | R E S U L T S Westwood | Investing for the Future Firm Overview Westwood Holdings Group is a boutique asset management firm that offers a diverse array of actively-managed and outcome-oriented investment strategies along with white-glove trust and wealth services to institutional, intermediary and private wealth clients. Based in Texas, ...
Accuray(ARAY) - 2025 Q3 - Earnings Call Presentation
2025-04-30 20:39
Q3'FY25 Earnings Call Supplemental Presentation April 30, 2025 Forward-looking Statements This presentation is intended exclusively for investors. It is not intended for use in Sales or Marketing. Safe Harbor Statement Statements in this presentation (including the oral commentary that accompanies it) that are not statements of historical fact are forward-looking statements and are subject to the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements in ...
FormFactor(FORM) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:37
Company Overview - FormFactor has a global presence with approximately 2,200 employees [6] - The company manufactures over 115 million MEMS probes annually [6] - The company's trailing twelve months (TTM) revenue as of April 30, 2025, was $766 million [6, 7] Financial Performance - In 2024, FormFactor's revenue was $764 million [15] - The company's non-GAAP EPS in 2024 was $1.15 [15] - The non-GAAP gross margin in 2024 was 41.7% [15] - Free cash flow in 2024 was $83 million [15] - Q1 2025 revenue was $171.4 million with a gross margin of 39.2% and EPS of $0.23 [104] - Q2 2025 outlook projects revenue of $190 million +/- $5 million with a gross margin of 40.0% +/- 1.5% and EPS of $0.30 +/- $0.04 [104] Market and Growth - The served available market (SAM) for advanced probe cards and engineering systems is $2.75 billion [82] - The company is targeting $850 million in revenue with a non-GAAP EPS of $2.00 [83] - The advanced probe card market is projected to reach $2.6 billion in 2027 [76]