ClearSign Technologies (NasdaqCM:CLIR) Q3 2025 Earnings Call November 19, 2025 05:00 PM ET Company ParticipantsBrent Hinds - CFOJim Deller - CEOMatthew Selinger - Head of Investor RelationsConference Call ParticipantsSameer Joshi - AnalystOperatorThank you for your patience. Greetings. Welcome to the ClearSign Technologies 3Q25 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 operat ...

Vivos Therapeutics (NasdaqCM:VVOS) Q3 2025 Earnings Call November 19, 2025 05:00 PM ET Company ParticipantsBrad Amman - CFOKirk Huntsman - Chairman and CEOConference Call ParticipantsRobert Sassoon - Senior Research AnalystLucas Ward - Senior Research AnalystOperatorGood day, everyone, and welcome to the Vivos Third Quarter 2025 Conference Call. At this time, participants are in a listen-only mode. A question-and-answer session will follow the management's remarks. This conference call is being recorded, an ...

NVIDIA (NasdaqGS:NVDA) Q3 2026 Earnings Call November 19, 2025 05:00 PM ET Company ParticipantsBen Reitzes - Managing Director and Head of Technology ResearchToshiya Hari - VP of Investor RelationsJensen Huang - President and CEOCJ Muse - Senior Managing DirectorColette Kress - EVP and CFOConference Call ParticipantsJim Schneider - Senior Equity AnalystVivek Arya - Managing Director and Senior AnalystJoseph Moore - Semiconductor Industry AnalystStacy Rasgon - Senior AnalystAaron Rakers - Wall Street Analyst ...

Financial Data and Key Metrics Changes - The company reported a net loss of approximately $7.9 million for Q3 2025, or minus $2.02 per share, compared to a net loss of $9.2 million, or minus $3.92 per share in Q3 2024, indicating an improvement in loss per share [19] - Adjusted EBITDA for Q3 2025 was approximately negative $650,000, compared to negative $1 million in Q3 2024, representing a 38% year-over-year improvement [20] - Year-to-date net loss for 2025 was approximately $14.7 million, or minus $5.06 per share, compared to a net loss of $15.3 million, or minus $6.82 per share in the prior year [21] Business Line Data and Key Metrics Changes - Net licensing revenues for Q3 2025 were $1.1 million, down from $1.5 million in Q3 2024, primarily due to cautious consumer spending and lower performance in the Halston license [14][15] - Direct operating costs for Q3 2025 were $2.2 million, down 23% from the prior year quarter, reflecting cost reduction actions taken over the past two years [15][16] Market Data and Key Metrics Changes - The company noted that the transition of HSN to QVC's Pennsylvania studios disrupted sales for brands like Tower Hill by Christie Brinkley and SeaWonder, but these issues have since been resolved [11][30] - The company is focusing on domestic sourcing for new influencer-led brands to mitigate tariff impacts, particularly in food and pet products [10][25] Company Strategy and Development Direction - The company is working on new business opportunities with UTG, including leveraging their sourcing platform and retail distribution in China [9] - The launch of five new influencer-led brands is expected to drive revenue growth into 2026, with a focus on expanding into new categories [40][41] - The company is exploring potential acquisitions to enhance its brand portfolio and drive future growth [34] Management's Comments on Operating Environment and Future Outlook - Management expressed caution for Q4 2025 due to tariff impacts on QVC, HSN, and licensees, but remains optimistic about the potential for growth in 2026 [11][12] - The company believes it is well-positioned to capitalize on the shift from linear TV to digital streaming and social commerce [9] Other Important Information - The company closed a $2 million net equity offering in Q3 2025, with proceeds used to pay down loans and for general working capital [8] - As of September 30, 2025, the company had stockholders' equity of approximately $17 million and unrestricted cash of approximately $1.5 million [22] Q&A Session Summary Question: Importance of hiring Olin Lancaster as Chief Revenue Officer - Management highlighted the significance of Olin Lancaster's extensive experience and the long-standing relationship that facilitated his hiring [24] Question: Mitigation of tariff impact through domestic sourcing - Management discussed the successful signing of licenses for domestic products, which helps mitigate tariff risks [25][26] Question: Resolution of disruption with SeaWonder and Christie - Management confirmed that the issues related to vendor disruptions and HSN's relocation have been resolved [30] Question: Updates on product roadmap and brand rollouts - Management indicated that new products will start hitting the market in Q1 2026, with a focus on food products and pet accessories [32] Question: Revenue ramp expectations for the next 12 months - Management outlined a roadmap for launching new influencer-led brands and expanding into new sales channels to drive revenue growth [40][41] Question: Potential revenue outlook for 2026 - Management refrained from providing specific guidance but referenced analyst reports for potential revenue expectations [47] Question: Long-term revenue targets and brand potential - Management reaffirmed the potential for significant revenue growth from new brands, particularly in the pet and lifestyle categories [51][52]

Financial Data and Key Metrics Changes - Net licensing revenues for Q3 2025 were $1.1 million, down from $1.5 million in Q3 2024, primarily due to cautious consumer spending and lower performance in the Halston license [14][15] - Adjusted EBITDA loss for Q3 2025 was approximately $653,000, representing a 38% improvement compared to a loss of $1 million in Q3 2024 [11][20] - The company reported a net loss of approximately $7.9 million for Q3 2025, or $2.02 per share, compared to a net loss of $9.2 million, or $3.92 per share in the prior year [19] Business Line Data and Key Metrics Changes - Direct operating costs for Q3 2025 were $2.2 million, down 23% from the prior year quarter, and year-to-date direct operating costs decreased by 36% to $6.3 million [15][16] - The Halston brand's performance has not met expectations, leading to adjustments in merchandising and design by G-III [12][19] Market Data and Key Metrics Changes - The company has seen a decline in licensing revenues year-to-date, with $3.8 million for the current nine-month period compared to $6.5 million in the prior year, largely due to the divestiture of the Lori Goldstein brand [15][16] - The social media reach across the brand portfolio is now 46 million, with a target of reaching 100 million followers by 2026 [10] Company Strategy and Development Direction - The company is focusing on leveraging new business opportunities with UTG, including sourcing products for retail partners and potential acquisitions [9] - Plans to launch five new influencer-led brands in 2026, diversifying into food, kitchen, home, and pet products, while transitioning supply chains to domestic production [10][40] - The company is cautious about Q4 2025 due to tariff impacts on QVC, HSN, and licensees [11] Management's Comments on Operating Environment and Future Outlook - Management believes the current macroeconomic environment poses risks but is optimistic about capitalizing on the shift from linear TV to digital streaming and social commerce [9] - The company anticipates sequential revenue growth in 2026 as new influencer brands come online and existing issues are resolved [40][42] Other Important Information - The company closed a $2 million net equity offering in Q3 2025, with $250,000 used to pay down a loan [8] - As of September 30, 2025, the company had stockholders' equity of approximately $17 million and unrestricted cash of approximately $1.5 million [22] Q&A Session Summary Question: Importance of hiring Olin Lancaster as Chief Revenue Officer - Management highlighted the significance of the hire, noting Lancaster's extensive experience and the long-standing relationship with the CEO [24] Question: Mitigating tariff impacts with domestic products - Management discussed the strategic focus on domestic sourcing for food and pet products to mitigate tariff risks [25][26] Question: Resolution of disruptions with Sea Wonder and Christie Brinkley - Management confirmed that the issues have been resolved, including vendor changes and programming challenges due to HSN's relocation [30] Question: Updates on product roadmap and brand rollouts - Management indicated that new products will start hitting the market in Q1 2026, with a focus on food products and pet accessories [32] Question: Revenue ramp expectations for the next 12 months - Management outlined a roadmap for launching new influencer brands and expanding into new categories to drive revenue growth [40][41] Question: Potential revenue outlook for 2026 - Management refrained from providing specific guidance but referenced analyst reports for potential revenue expectations [47] Question: Long-term revenue targets and brand potential - Management reaffirmed the potential for significant revenue growth from new brands, particularly in the pet and lifestyle sectors [51][52]

NVIDIA (NasdaqGS:NVDA) Q3 2026 Earnings Call November 19, 2025 05:00 PM ET Company ParticipantsBen Reitzes - Managing Director and Head of Technology ResearchToshiya Hari - VP of Investor RelationsJensen Huang - President and CEOCJ Muse - Senior Managing DirectorColette Kress - EVP and CFOConference Call ParticipantsTimothy Arcuri - Wall Street AnalystJim Schneider - Senior Equity AnalystVivek Arya - Managing Director and Senior AnalystJoseph Moore - Semiconductor Industry AnalystStacy Rasgon - Senior Analy ...

Cerence (NasdaqGS:CRNC) Q4 2025 Earnings Call November 19, 2025 05:00 PM ET Company ParticipantsTony Rodriquez - CFOKate Hickman - VP of Investor RelationsBrian Krzanich - CEOConference Call ParticipantsJeff Van Rhee - Equity Research AnalystNone - AnalystOperatorToday, and thank you for standing by. Welcome to the Cerence fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask ...

Financial Data and Key Metrics Changes - For Q4 2025, same-store sales for Jack in the Box declined 7.4%, with franchise same-store sales down 7.6% and company-owned same-store sales down 5.3% [19] - Jack restaurant level margin decreased by 240 basis points to 16.1% due to sales deleverage, commodity inflation of 6.9%, and elevated labor costs [20] - Consolidated adjusted EBITDA was $45.6 million, down from $65.5 million in the prior year, primarily due to lower same-store sales [26] Business Line Data and Key Metrics Changes - Jack in the Box had 15 restaurant openings and 47 closures in Q4, ending the year with 2,136 restaurants [19] - Del Taco's system same-store sales declined 3.9%, with company-owned same-store sales down 3.1% and franchise same-store sales down 4.2% [24] - Del Taco restaurant level margin decreased to 6.8% from 9.3% in the prior year, driven by transaction declines and inflationary increases in commodities [24] Market Data and Key Metrics Changes - The Chicago market had a negative 130 basis point drag on overall company restaurant level margin due to elevated labor costs from new restaurant openings [21] - Franchise level margin for Jack in the Box was $62.6 million, or 38.9% of franchise revenues, compared to $70.9 million, or 40.4% a year ago [22] Company Strategy and Development Direction - The company is focused on the "Jack on Track" plan, which includes simplifying the business and divesting Del Taco to strengthen the Jack in the Box brand [8][9] - A comprehensive reimage program is in progress, with a focus on modernizing restaurants and enhancing customer experience [15][99] - The company aims to achieve same-store sales growth and improve operational efficiency while managing costs effectively [16][12] Management's Comments on Operating Environment and Future Outlook - Management expects 2026 to be a rebuilding year, with same-store sales returning to positive as operational improvements are implemented [16] - The company anticipates challenges in the first quarter due to comparisons with stronger results from the previous year and external factors like government shutdowns [40][48] - Management is optimistic about the long-term potential, aiming for a stronger, more disciplined brand by the end of 2026 [18] Other Important Information - The company plans to pay down $263 million in debt by retiring the August 2026 tranche of its securitization with proceeds from the Del Taco divestiture and real estate sales [34] - Capital expenditures for Q4 were $17.9 million, with cash flows from operations for the quarter at $33.7 million [28] Q&A Session Summary Question: What are the main drivers of same-store sales improvement in 2026? - Management expects the first quarter to be soft but anticipates improvements in the second quarter due to marketing initiatives and anniversary promotions [39] Question: What is the assumption in the current EBITDA guidance regarding real estate sales and closures? - Management confirmed that block closures are included in the guidance, with expectations of 60-100 closures and $50 million to $70 million in real estate sales [41][42] Question: How is franchisee sentiment regarding the brand and investment in the Jack on Track plan? - Franchisees are under pressure but remain supportive, with a willingness to invest in the brand as conditions improve [66][69] Question: What are the expectations for top and bottom line growth in the long term? - Management indicated that long-term guidance will be provided once the company is further along in the Jack on Track program, with expectations for moderate growth in the future [73] Question: What is the current status of the reimage program? - The company has a reimage plan in place and is focused on ensuring that significant contributions are made to enhance restaurant appearances [96][99]

Vivos Therapeutics (NasdaqCM:VVOS) Q3 2025 Earnings Call November 19, 2025 05:00 PM ET Company ParticipantsBrad Amman - CFOKirk Huntsman - Chairman and CEOConference Call ParticipantsRobert Sassoon - Senior Research AnalystLucas Ward - Senior Research AnalystOperatorGood day, everyone, and welcome to the Vivos Third Quarter 2025 conference call. At this time, participants are in a listen-only mode. A question-and-answer session will follow the management's remarks. This conference call is being recorded, an ...

Cerence (NasdaqGS:CRNC) Q4 2025 Earnings Call November 19, 2025 05:00 PM ET Company ParticipantsWilliam Daley - Managing Director of Public SectorTony Rodriquez - CFOKate Hickman - VP of Investor RelationsBrian Krzanich - CEOConference Call ParticipantsJeff Van Rhee - Equity Research AnalystOperatorToday, and thank you for standing by. Welcome to the Cerence fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a ...