Heron Therapeutics Inc (HRTX) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Melissa Jarel - Executive Director - LegalCraig Collard - CEO & DirectorIra Duarte - Executive VP & CFOClara Dong - Vice President - Biotechnology Equity ResearchCarl Byrnes - Managing Director Conference Call Participants Serge Belanger - Senior Analyst Operator Good day, and thank you for standing by. Welcome to the Heron Therapeutics Q1 twenty twenty five Conference Call. At this time, all participants are i ...

Genius Sports (GENI) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants None - ExecutiveMark Locke - Co-Founder, CEO & DirectorNicholas Taylor - CFOBenjamin Miller - VP - Global Investment ResearchJed Kelly - Managing Director - Equity ResearchClark Lampen - Managing Director Conference Call Participants Jordan Bender - Senior Equity Research AnalystRyan Sigdahl - Partner & Senior Research AnalystBernie Mcternan - Senior Research AnalystJosh Nichols - Senior Research AnalystChad Beynon - Ma ...

First Watch Restaurant Group (FWRG) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Steven Marotta - VP of IRChristopher Tomasso - CEO, President & DirectorMel Hope - CFOAndrew Charles - Managing DirectorBrian Vaccaro - Managing Director - Equity ResearchAndy Barish - Managing DirectorMatt Eisenacher - Chief Brand OfficerPatrick Johnson - Equity Research Associate Conference Call Participants Jim Salera - Research AnalystJeffrey Bernstein - AnalystSara Senatore - AnalystJon Tower - Analy ...

EVgo (EVGO) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Heather Davis - Vice President, Investor RelationsBadar Khan - CEO & DirectorStephanie Lee - EVP - Accounting & FinanceChris Dendrinos - Vice PresidentBill Peterson - Equity Research Conference Call Participants Andres Sheppard - AnalystChris Mcnally - AnalystChris Pierce - Senior AnalystCraig Irwin - Managing Director, Senior Research Analyst Operator Hello, and welcome to the EVgo Inc. Q1 twenty twenty five Earnings Call. All ...

Esperion Therapeutics (ESPR) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Alina Venezia - Head of Investor RelationsSheldon Koenig - President & CEOBen Halladay - CFOJason Zemansky - Vice President, Equity Research, Biotechnology and PharmaceuticalsBetty Swartz - Chief Business Officer Conference Call Participants Dennis Ding - Vice President - Equity Research AnalystJoseph Pantginis - MD & Senior Healthcare AnalystKristen Kluska - Equity Research AnalystSerge Belanger - Senior Analys ...

Enlight Renewable Energy (ENLT) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Yonah Weisz - Director of Investor RelationsGilad Yavetz - Co-Founder, CEO & DirectorAdam Pishl - Co-Founder & COO - ClēneraNir Yehuda - Chief Financial OfficerMike McNulty - Associate - Equity ResearchJohn Hurley - Equity Research Associate Conference Call Participants Justin Clare - MD & Research Analyst Operator Good day, and thank you for standing by. Welcome to the Enlight's First Quarter twenty twenty f ...

Dorman Products (DORM) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Alexander Whitelam - Vice President - IRKevin Olsen - President, CEO & DirectorDavid Hession - Senior VP, CFO & TreasurerBret Jordan - Managing DirectorGary Prestopino - Managing DirectorJustin Ages - Director - Equity Research Conference Call Participants Scott Stember - Executive Director & Senior Research Analyst Operator Good morning, and thank you for standing by. Welcome to the Doorman Products First Quarter twe ...

DoorDash (DASH) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Weston Twigg - Finance and Investor RelationsShweta Khajuria - Managing DirectorTony Xu - Co-Founder, Chair and CEORavi Inukonda - Chief Financial OfficerYoussef Squali - MD & Head of Internet and Digital Media Research GroupAndrew Boone - Managing DirectorMark Mahaney - Senior Managing DirectorBrian Nowak - Managing Director Ron Josey - Managing Director Conference Call Participants Deepak Mathivanan - Senior Equity Researc ...

Financial Data and Key Metrics Changes - Revenue growth increased by 14% year over year to $211 million in Q1 2025, with annual run rate revenue (ARR) reaching $843 million [6][30] - Net dollar retention rate (NDR) improved to 100%, marking the first improvement since Q2 2023 [7][31] - Gross margin for Q1 was 61%, a 200 basis point increase from the prior year, driven by cost optimization [8][32] - Adjusted EBITDA was $86 million, reflecting a 16% year-over-year increase, with an adjusted EBITDA margin of 41% [32] Business Line Data and Key Metrics Changes - Revenue from customers with an annual run rate of over $100,000 grew by 41% year over year, representing 23% of total revenue [7][30] - The number of higher spending customers increased by 27% year over year, with average spend rising by 11% [8] - The company released over 50 new products and features in Q1, significantly more than the previous year [10][11] Market Data and Key Metrics Changes - The company is seeing strong growth in AI-related annual recurring revenue (ARR), which is growing over 160% year over year [6] - The demand for AI products, particularly those leveraging NVIDIA and AMD GPUs, is outpacing supply, indicating strong market traction [20] Company Strategy and Development Direction - The company aims to scale with digital native enterprise customers and democratize access to AI for startups and existing customers [5][28] - A focus on product innovation and strategic go-to-market efforts is evident, with significant enhancements to core cloud and AI platforms [10][11] - The company is exploring additional funding strategies to support larger workload migrations and maintain strong free cash flow generation [10][40] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year guidance despite economic uncertainties, citing strong visibility into customer usage trends [44][60] - The company is observing a cautious approach among some customers, particularly in the ad tech sector, but overall demand remains robust [58][60] - The management is optimistic about the potential for larger, multi-year deals as customer confidence in the platform grows [63][66] Other Important Information - The company has initiated a new secured five-year credit facility agreement of $800 million to refinance existing convertible notes [26][42] - The Atlanta data center is expected to enhance capacity for AI workloads and improve long-term gross margin profiles [39][40] Q&A Session Summary Question: When is the GenAI platform expected to be generally available? - The GenAI platform is expected to go live by the end of Q2 or beginning of Q3, with ongoing feature additions during the beta phase [49][50] Question: What changes are observed in customer buying behavior amid macroeconomic uncertainty? - The company sees solid growth among digital native enterprises, with no significant concentration in verticals or geographies, maintaining confidence in full-year guidance [56][60] Question: Can you elaborate on the $20 million multi-year deal and the potential for similar deals? - Conversations for multi-year commitments are increasing, supported by new functionalities that allow staged migrations and larger workloads [62][63] Question: How is the company thinking about CapEx investments for the year? - The company is comfortable with its capital expenditure estimates for the year, focusing on driving revenue growth while maintaining strong free cash flow margins [68][70]

Cipher Mining (CIFR) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Courtney Knight - Head of Investor RelationsTyler Page - Chief Executive OfficerEd Farrell - Chief Financial OfficerBrett Knoblauch - Managing DirectorJoseph Vafi - Managing Director, Equity ResearchGregory Lewis - Managing DirectorMike Grondahl - Head of Equities & Director of Research Conference Call Participants Paul Golding - Senior Analyst - Life Style and PaymentsChris Brendler - Senior Research Analyst Operator G ...