Vimeo (VMEO) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Hello, and thank you for joining Vimeo's Q1 twenty twenty five earnings live Q and A. Before we begin, a few comments. First, this session will be recorded and available on the Vimeo Investor Relations website later today. Second, we will discuss Vimeo's outlook and future performance. These future looking statements typically may be preceded by words such as we expect, we believe, we anticipate, or other such statements. These forward thi ...

Digimarc (DMRC) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Greetings, and welcome to the Digimarc Q1 twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce George Caramanos. Please go ahead. Speaker1 Thank you. Welcome to our Q1 conference call. Riley McCormick, our CEO and Charles Beck, our CFO, a ...

Ethan Allen Interiors (ETD) Q3 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good afternoon, and welcome to the Ethan Allen Fiscal twenty twenty five Third Quarter Analyst Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. It is now my pleasure to introduce your host, Matt McNulty, Senior Vice President, Chief Financial Officer and Treasurer. Thank you. You may beg ...

Palantir (PLTR) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Afternoon. I'm Anna Sorrow from Palantir's finance team, and I'd like to welcome you to our first quarter twenty twenty five earnings call. We'll be discussing the results announced in our press release issued after the market closed and posted on our Investor Relations website. During the call, we will make statements regarding our business that may be considered forward looking within applicable securities laws, including statements r ...

Financial Data and Key Metrics Changes - Revenue grew 39% year over year, exceeding prior guidance by nearly 350 basis points, and representing an 1,800 basis point increase compared to Q1 of last year [24] - Adjusted operating margin was 44%, an 800 basis point increase compared to the first quarter of last year [26] - Rule of 40 score increased from 81 in Q4 to 83 in Q1 [5][27] - Adjusted free cash flow was $370 million, representing a margin of 42% [41] Business Line Data and Key Metrics Changes - US revenue grew 55% year over year, making up 71% of overall business [4][28] - US commercial revenue grew 71% year over year and 19% sequentially, surpassing a billion-dollar annual run rate for the first time [24][25] - US Government revenue grew 45% year over year and 9% sequentially [26][35] - International commercial revenue declined 5% year over year and 11% sequentially [34] Market Data and Key Metrics Changes - Customer count grew 39% year over year to 769 customers [29] - Revenue from the top 20 customers increased 26% year over year to $70 million per customer [29] - Total remaining deal value in the US commercial business grew 127% year over year [33] Company Strategy and Development Direction - The company is focused on leveraging AI to drive business outcomes and enhance enterprise autonomy [15][18] - Continued investment in AIP and technical hiring is expected to increase expenses significantly in 2025 [39] - The company aims to capitalize on the growing demand for AI in both commercial and government sectors [12][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver tangible impact for customers amid economic uncertainty [13] - The company anticipates continued strong demand for its products, particularly in the US market [12][44] - Management highlighted the importance of adaptability in the current business environment [12][46] Other Important Information - The company closed $930 million in commercial TCV bookings, representing 84% growth year over year [31] - Adjusted gross margin was 82% for the quarter [39] - The company ended the quarter with $5.4 billion in cash and cash equivalents [41] Q&A Session Summary Question: How does Palantir plan to sustain its competitive advantage in AI? - The advantage lies in ontology, which positions AIP to capture the expanding capabilities of raw LLMs and turn them into business value [53][54] Question: How will the current US administration's focus on reducing federal spend impact contracts? - The government is focusing on eliminating ineffective spending, which could benefit Palantir as it provides effective solutions [55][56] Question: Is there an opportunity to gain more share of budgets in the government sector? - The company is optimistic about gaining more budget share as meritocracy increases within government agencies [61][62] Question: Are there opportunities for software to add value in European defense buildup? - The company is interested in helping Europe with manufacturing challenges related to rearmament, but recognizes that Europe is still catching up on AI [68][72]

PRA Group (PRAA) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good evening, and welcome to PRA Group's First Quarter twenty twenty five Conference Call. All participants will be in a listen only mode. After today's presentation, there will be opportunity to ask questions. To ask a question, you may press star then the number 1 on your touch tone phone. To withdraw your question, please press star then the number 2. Please note this event is being recorded. I would now like to Speaker1 hand the I ...

Ford (F) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good day, everyone. My name is Leila, and I will be your conference operator today. At this time, I would like to welcome you to the Ford Motor Company First Quarter twenty twenty five Earnings Conference 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. If you would like to ask a question during this time, please click on the raise hand icon, whi ...

Upwork (UPWK) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good day, thank you for standing by. Welcome to Upwork's First Quarter twenty twenty five 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 Please be advised today's conference is being recorded. I would now like to hand the conference over to your speaker today, Samuel Meehan, Vice President of Investor Relations. Please go ahead. Spea ...

Playstudios (MYPS) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 and welcome to PlayStudio's First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. I will now turn the conference over to your host, Jason Hahn, Chief Strategy Officer and Head of Investor Relations. Thank you, sir. You may begin. Speaker1 Thank you, operator. Good aftern ...

Offerpad Solutions (OPAD) Q1 2025 Earnings Call May 05, 2025 04:30 PM ET Speaker0 Good afternoon, and thank you for attending today's Offerpad First Quarter twenty twenty five Earnings Conference Call. My name is Jayla, and I'll be your moderator for today. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. I'd now like to turn the conference over to our host, Courtney Reed. Courtney, you may proceed. Speaker1 Good afternoon, and wel ...