James River Group Holdings (JRVR) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Speaker0 Good morning, and welcome to the James River Group Quarter one twenty twenty five Earnings Call. I am Frans, and I'll be the operator assisting you today. 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 Zachary Scheitel with Investor Relations. Please go ahead. Speaker1 Good ...

Heron Therapeutics Inc (HRTX) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Speaker0 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 in a listen only mode. Please be advised that today's conference is being recorded. After the speakers' presentation, there will be a question and answer session. To ask a question, please press 11 on your telephone I would now like to hand the conference over to your speaker ...

Genius Sports (GENI) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Speaker0 Thank you for standing by. My name is Celine, and I will be your conference operator today. At this time, I would like to welcome everyone to the Genius Sports First Quarter twenty twenty five Earnings Results. 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 Genius Port. Please go ahead. ...

Gartner (IT) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants David Cohen - Senior Vice President, Investor RelationsEugene Hall - CEO & ChairmanCraig Safian - Executive VP & CFOFaiza Alwy - Managing Director, US Company Research Conference Call Participants Jeffrey Meuler - AnalystToni Kaplan - Executive Director, Senior Equity Research AnalystGeorge Tong - Sr. Research Analyst - Equity ResearchJoshua Chan - Director, Equity Research AnalystJason Haas - Director & Senior Equity Research ...

Financial Data and Key Metrics Changes - In Q1 2025, contract value grew by 7% year-over-year, with revenue at $1.5 billion, up 4% year-over-year and 6% FX neutral [21][22][23] - Adjusted EBITDA was $385 million, up 1% as reported and 3% FX neutral compared to Q1 2024 [23][33] - Adjusted EPS increased to $2.98, a 2% rise from the previous year, with free cash flow reaching $288 million, up 73% year-over-year [36][45] Business Line Data and Key Metrics Changes - Research segment contract value grew by 7%, with subscription revenue increasing by 8% FX neutral [6][23] - Global Technology Sales (GTS) contract value rose by 6%, while Global Business Sales (GBS) saw an 11% increase [7][28] - Consulting revenue grew by 5%, with contract optimization revenue significantly up by 38% [9][31] Market Data and Key Metrics Changes - The US Federal Government represented approximately 4% of total contract value, with a challenging renewal environment impacting results [17][26] - Contract value growth was broad-based across various sectors, with high single-digit growth in energy, healthcare, and manufacturing [25] - Canada faced a more challenging selling environment, impacting overall performance [26] Company Strategy and Development Direction - The company aims for sustained double-digit growth, focusing on agility and targeted investments [5][16] - Continuous improvement and innovation are core elements of the strategy, with plans to grow sales headcount in the mid-single digits [15][44] - The company is committed to disciplined cost management while investing for future growth and returning capital to shareholders through share repurchase programs [10][20] Management's Comments on Operating Environment and Future Outlook - Management highlighted the high level of macroeconomic uncertainty affecting decision-making processes [11][12] - The company expects to reaccelerate contract value growth to 12% to 16% when the macroeconomic environment stabilizes [16][48] - The updated guidance reflects a cautious outlook, incorporating recent performance and macroeconomic trends [41][46] Other Important Information - The company repurchased $163 million of stock in Q1, maintaining a strong liquidity position with $2.1 billion in cash [38][37] - The expected free cash flow for 2025 is at least $1.145 billion, reflecting a conversion from GAAP net income of 137% [46][91] Q&A Session Summary Question: What percentage of the contract value base is impacted by directly affected areas? - The primary impacted area is the US Federal Government, with plans to control headcount carefully in that segment while growing in non-impacted areas [51][53] Question: What is the revenue recognition treatment for early cancellations among US federal contracts? - Approximately $30 million worth of termination notices have been received, which remains in contract value as revenue continues to be recognized [59][61] Question: Can you elaborate on the guidance changes and the impact of federal contract renewals? - The guidance reflects a combination of Q1 performance, federal contract insights, and macroeconomic conditions, with federal government impacts being the most significant [71][72] Question: How is the selling environment outside of federal government? - The selling environment is not uniform, with some companies experiencing slower decision-making due to tariffs, while others continue business as usual [78] Question: What is the company's approach to capital allocation and share buybacks? - The company remains committed to a disciplined approach to share repurchases, balancing between buybacks and strategic acquisitions [90][92]

First Watch Restaurant Group (FWRG) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Speaker0 Thank you for standing by and welcome to the FirstWatch Restaurant Group Inc. First Quarter Earnings Conference Call occurring today, 05/06/2025 at eight a. M. Eastern Time. Please note that all participants are currently in a listen only mode. Following the presentation, the conference call will be open for analyst questions and instructions on how to ask a question will be given at that time. This call will be arch ...

EVgo (EVGO) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Speaker0 Hello, and welcome to the EVgo Inc. 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. I would now like to turn the conference over to Heather Davis, Vice President of Investor Relations. You may begin. Speaker1 Good morning and welcome to EVgoat's first quarter twenty twenty five earnings call. My name is Heather ...

Esperion Therapeutics (ESPR) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by and welcome. At this time, all participants are in a listen only mode. Following the presentation, there will be a question and answer session. Please be advised that today's conference call will be recorded. I would now like to hand the conference over to Alina Venezia, Director of Investor Relations for Esperion Therapeutics. Please go ahead. Speaker1 Thank you, operator. Go ...

Enlight Renewable Energy (ENLT) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Speaker0 Good day, and thank you for standing by. Welcome to the Enlight's First Quarter twenty twenty five Earnings Call. Please be advised that today's conference is being recorded. I would now like to hand the conference over to Jono Weiss, Director, IR. Please go ahead. Speaker1 Thank you, operator. Good morning, everyone, and thank you for joining our first quarter twenty twenty five earnings conference call for Enlight Rene ...

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 ...