Velocity Financial (NYSE:VEL) Q3 2025 Earnings Call November 06, 2025 05:00 PM ET Speaker0Good day and welcome to the Velocity Financial third quarter 2025 conference call. All participants will be in 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 then one on a touch-tone phone. To withdraw your question, please press ...

Grindr (NYSE:GRND) Q3 2025 Earnings Call November 06, 2025 05:00 PM ET Speaker1Ladies and gentlemen, thank you for standing by and welcome to Grindr's third-quarter 2025 earnings call. My name is Janine, and I will be your lead operator for today. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the number one on your telephone keypa ...

Sweetgreen (NYSE:SG) Q3 2025 Earnings Call November 06, 2025 05:00 PM ET Speaker0Thank you for standing by. My name is Jon, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Sweetgreen Incorporated third quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the nu ...

Cidara Therapeutics (NasdaqCM:CDTX) Q3 2025 Earnings Call November 06, 2025 05:00 PM ET Speaker1Good day and welcome to the Cidara Therapeutics Q3 2025 conference call. All participants will be in 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 then one on a touch-tone phone. To withdraw your question, please press sta ...

Financial Data and Key Metrics Changes - For Q3 2025, revenue was $163 million, with a gross profit margin of 35.2%, aligning with guidance [16] - Positive cash flow from operations was $12 million, a $14 million improvement year-over-year [16] - Non-GAAP net income per share was $0.03 plus or minus $0.02, with adjusted EBITDA of positive $12 million, a $26 million improvement from a prior year adjusted EBITDA loss of $14 million [17] Business Line Data and Key Metrics Changes - Three new hardware products were launched in Q3, contributing to exceeding revenue guidance [5] - The Max 2 360 camera is expected to open a new growth segment with an estimated total addressable market (TAM) of nearly 2 million units annually [6] - The subscription model continues to exceed expectations, contributing significant value to both subscribers and the bottom line [12] Market Data and Key Metrics Changes - Channel inventory declined by 30% from the prior year quarter, reducing for four consecutive quarters [16] - Unit sell-through is expected to be down 18% year-over-year to 625,000 units in Q4 [17] - The estimated average selling price (ASP) in Q4 is approximately $350, up slightly year-over-year [17] Company Strategy and Development Direction - The company aims to diversify its hardware and software offerings to expand its total addressable market beyond the action camera category [5] - Future product launches in 2026 are expected to drive unit revenue and profitability growth [14] - The focus is on product diversification to meet specific market needs rather than relying on a single flagship product [27] Management's Comments on Operating Environment and Future Outlook - Management highlighted heightened uncertainty due to tariff volatility, consumer confidence, competition, and global economic conditions [16] - The company expects to achieve a minimum of $40 million in trailing 12-month adjusted EBITDA by year-end 2026 [13] - There is confidence in restoring unit and revenue growth, with a strong pipeline of new products and services expected in 2026 [20] Other Important Information - The company won a 2025 Technology and Engineering Emmy Award for its innovative 360 technology [9] - The GP3 processor is expected to debut in 2026, enhancing performance and innovation capabilities [33] Q&A Session Summary Question: Why is sell-through expected to be down 18% year-over-year? - Management noted the absence of a new flagship HERO camera launch this year, which is strategic for future growth in 2026 [24] Question: What are the future directions for camera innovation? - The focus will be on diversification to meet specific market needs rather than a single product approach, expanding the total addressable market [27] Question: What assumptions are being made about the market in 2026? - Management believes that diversification and the introduction of the GP3 processor will position the company as a market leader, with increasing demand for products [37]

Cherry Hill Mortgage Investment Corporation (NYSE:CHMI) Q3 2025 Earnings Call November 06, 2025 05:00 PM ET Speaker0Good day and welcome to Cherry Hill Mortgage Investment Corporation's third quarter 2025 conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question, please press star 1-1 on your touch-tone telephone. If your question has been answered and you'd like to withdraw your question, please pr ...

BlackLine (NasdaqGS:BL) Q3 2025 Earnings Call November 06, 2025 05:00 PM ET Speaker0Good day, ladies and gentlemen, and thank you for standing by. Welcome to the Third Quarter twenty twenty five BlackLine Earnings 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. As a reminder, this conference call is being recorded.At this time, I would like to turn the conference over to Mr. Matt Humphries, Senior Vice ...

The Trade Desk (NasdaqGM:TTD) Q3 2025 Earnings Call November 06, 2025 05:00 PM ET Speaker2Greetings. Welcome to The Trade Desk Third Quarter 2025 Earnings Conference 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 your host, C ...

Opendoor (NasdaqGS:OPEN) Q3 2025 Earnings Call November 06, 2025 05:00 PM ET Speaker1Can be found at investor.opendoor.com. The following discussion contains forward-looking statements within the meaning of the federal securities laws. All statements other than statements of historical fact are statements that could be deemed forward-looking, including, but not limited to, statements regarding Opendoor's financial condition, anticipated financial performance, business strategy and plans, market opportunity ...

Texas Roadhouse (NasdaqGS:TXRH) Q3 2025 Earnings Call November 06, 2025 05:00 PM ET Speaker1Good evening and welcome to the Texas Roadhouse third quarter earnings conference call. Today's call is being recorded. All participants are now in a listen-only mode. After the speaker's remarks, there will be a question-and-answer session. At that time, if you would like to ask a question, please press star then the number one on your telephone keypad. Should anyone need assistance at any time during the conference ...