Roku (ROKU) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Conrad Grodd - Vice President, Investor RelationsCory Carpenter - Internet Equity ResearchAnthony Wood - Founder, Chairman & CEODan Jedda - Chief Financial OfficerCharlie Collier - President of Roku MediaJustin Patterson - Managing DirectorMustafa Ozgen - President - Devices, Products & TechnologyJames Heaney - SVP - Equity Research Conference Call Participants Brent Navon - AnalystVasily Karasyov - Founder & Senior AnalystLaura ...

Columbia Sportswear Company (COLM) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Andrew Burns - VP - IR & StrategicTim Boyle - Chairman, President and CEOJim Swanson - EVP & CFOPeter McGoldrick - Equity Research AssociateKrista Zuber - DirectorPaul Lejuez - Managing DirectorPaul Kearney - VP - Equity ResearchAlexander Perry - Director, Equity ResearchMauricio Serna - Executive Director Conference Call Participants Laurent Vasilescu - Managing Director & Senior Equity AnalystMitch Kumme ...

LeMaitre Vascular (LMAT) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Dorian LeBlanc - CFOGeorge LeMaitre - Chairman & CEOShaymus Contorno - Equity Research AssociateDavid Roberts - President & DirectorMichael Petusky - Managing DirectorRick Wise - Managing Director - Medical Technology & SuppliesDaniel Stauder - Director - Equity Research Conference Call Participants Michael Sarcone - AnalystFrank Takkinen - Senior Research AnalystJim Sidoti - AnalystBrett Fishbin - Vice President & ...

Rimini Street (RMNI) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Dean Pohl - VP of Investor Relations & TreasurerSeth Ravin - Founder, Chairman, CEO & PresidentMichael Perica - EVP, CFO & Principal Accounting OfficerBrian Kinstlinger - MD, Director of Research & Head of Technology ResearchCole Erskine - Vice President - Equity Research Operator Good afternoon, ladies and gentlemen, and welcome to the Rimini Street Q1 twenty twenty five Earnings Conference Call. At this time, all line ...

Floor & Decor (FND) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Wayne Hood - Senior Vice President of IRThomas Taylor - Chief Executive OfficerBradley Paulsen - PresidentBryan Langley - Executive VP & CFOErsan Sayman - EVP of MerchandisingSteven Forbes - Senior Managing DirectorSteven Zaccone - Director, Equity Research, Hardlines RetailMax Rakhlenko - Managing DirectorChuck Grom - Managing Director Conference Call Participants Seth Sigman - Managing Director, Senior Equity Research ...

LeMaitre Vascular (LMAT) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Dorian LeBlanc - CFOGeorge LeMaitre - Chairman & CEOShaymus Contorno - Equity Research AssociateDavid Roberts - President & DirectorMichael Petusky - Managing DirectorRick Wise - Managing Director - Medical Technology & SuppliesDaniel Stauder - Director - Equity Research Conference Call Participants Michael Sarcone - AnalystFrank Takkinen - Senior Research AnalystJim Sidoti - AnalystBrett Fishbin - Vice President & ...

DMC Global (BOOM) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Geoff High - Vice President, Investor Relations & Corporate CommunicationsJames O'Leary - Interim President & CEO, Executive Chairman & DirectorEric Walter - Chief Financial OfficerStephen Gengaro - Managing Director Conference Call Participants Gerard Sweeney - Managing Director & Senior Research AnalystKen Newman - VP & Equity Research Analyst Operator and welcome to the DMC Global First Quarter twenty twenty five Earnin ...

Velocity Financial (VEL) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Christopher Oltmann - Treasurer & Director of Investor RelationsChristopher Farrar - Co-Founder, CEO & DirectorMark Szczepaniak - Chief Financial OfficerEric Hagen - Managing Director Conference Call Participants Don Fandetti - AnalystSteven Delaney - Analyst Operator Good day, and welcome to Velocity Financial Inc. First Quarter twenty twenty five Conference Call. All participants will be in listen only mode. After ...

Cable One (CABO) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Jordan Morkert - VP - Investor RelationsJulie Laulis - Chair, President & Chief Executive OfficerTodd Koetje - Chief Financial OfficerFrank Louthan - Managing Director Conference Call Participants Sebastiano Petti - Senior Research AnalystBrandon Nispel - Director & Equity Research Analyst Operator Thank you for standing by. My name is Rebecca, and I will be your conference operator today. At this time, I would like to welc ...

Financial Data and Key Metrics Changes - The company reported a 19% year-over-year revenue growth, with a procedure growth rate of 17% [70][68] - The install base growth was 15%, indicating strong demand for the company's products [71] - Gross margins were noted as not perfect, with guidance set between 15% to 17% [71] Business Line Data and Key Metrics Changes - The SP product line saw a significant procedure growth of 94% year-over-year, indicating strong adoption [72] - General surgery has become the largest segment, with healthy growth across all segments [74] - The company has over 11,000 platforms operating in clinical environments, with a total of approximately 18 million procedures performed lifetime [57] Market Data and Key Metrics Changes - The company experienced strength in US General Surgery, with great adoption by general surgeons [65] - There has been a decrease in bariatric surgery due to the rise of GLP-1 drugs, but the company believes this will stabilize over time [63] - The company is present in 70 countries, indicating a broad market reach [85] Company Strategy and Development Direction - The company focuses on delivering value for patients and ensuring that healthcare providers receive value from their products [45] - There is an emphasis on expanding indications and launching new platforms, including the da Vinci V [60] - The company aims to achieve digital excellence and enhance its supply chain capabilities [91] Management's Comments on Operating Environment and Future Outlook - Management acknowledged environmental uncertainties in China and the impact of healthcare worker strikes globally [62][64] - The company is optimistic about the future, with a focus on innovation and growth despite current challenges [61] - Management highlighted the importance of a mission-driven employee population to achieve long-term goals [49] Other Important Information - The company has a strong Net Promoter Score of 75, indicating high customer satisfaction [87] - The company is committed to leveraging artificial intelligence and data analytics to improve surgical outcomes [103] Q&A Session All Questions and Answers Question: Are there any issues with tariffs affecting product sales in China? - The company faces a 125% tariff on products manufactured in the U.S. and imported into China, which has a significant financial impact [96] Question: What is being done to minimize the impact of tariffs? - The company is evaluating its supply chain operations and workflows to mitigate the impact of tariffs while waiting for the trade environment to stabilize [101] Question: How is the company leveraging AI and data analytics? - The company is focused on accessing high-quality data and using it for customer hospital analytics to optimize surgical outcomes [106][107] Question: What are the company's capital allocation priorities over the next two to three years? - The company prioritizes organic investment in the business, looking for technology acquisition opportunities, and returning excess cash to shareholders opportunistically [118]