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Westport Fuel Systems(WPRT) - 2025 Q3 - Earnings Call Transcript
2025-11-11 15:02
Westport Fuel Systems (NasdaqGS:WPRT) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Company ParticipantsDan Sceli - CEOElizabeth Owens - CFOAshley Nuell - VP of Investor RelationsConference Call ParticipantsRob Brown - Senior Research AnalystEric Stine - Senior Research AnalystChris Dendrinos - Equity Research AnalystOperatorGood day, and welcome to Westport's Q3 2025 Conference Call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and ...
AngloGold Ashanti plc(AU) - 2025 Q3 - Earnings Call Transcript
2025-11-11 15:02
AngloGold Ashanti (NYSE:AU) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Company ParticipantsGillian Doran - CFOAlberto Calderon - CEOStewart Bailey - Head of Investor RelationsOperatorGood afternoon, ladies and gentlemen, and welcome to the AngloGold Ashanti 2025 Q3 results. All participants will be in listen-only mode. The question-and-answer session will follow the formal presentation. If you should require operator assistance during the call, please signal by keying in star and then zero on your ...
AngloGold Ashanti plc(AU) - 2025 Q3 - Earnings Call Transcript
2025-11-11 15:02
AngloGold Ashanti (NYSE:AU) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Company ParticipantsStewart Bailey - Chief Corporate Affairs and Sustainability OfficerAlberto Calderón - CEOGillian Doran - CFO and Executive DirectorOperatorGood afternoon, ladies and gentlemen, and welcome to the AngloGold Ashanti 2025 Q3 results. All participants will be in listen-only mode. The question-and-answer session will follow the formal presentation. If you should require operator assistance during the call, please ...
Tidewater(TDW) - 2025 Q3 - Earnings Call Transcript
2025-11-11 15:02
Tidewater (NYSE:TDW) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Company ParticipantsQuintin Kneen - President, CEO, and DirectorSam Rubio - CFOPiers Middleton - COOJosh Jayne - Managing DirectorFredrik Stene - VP of Equity and Credit ResearchWes Gotcher - SVP of Strategy, Corporate Development, and Investor RelationsConference Call ParticipantsJim Rollyson - Director and Equity Research AnalystGreg Clements - AnalystOperatorThank you for standing by. My name is Liz, and I'll be your conference oper ...
Westport Fuel Systems(WPRT) - 2025 Q3 - Earnings Call Transcript
2025-11-11 15:02
Westport Fuel Systems (NasdaqGS:WPRT) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Company ParticipantsDan Sceli - CEOElizabeth Owens - CFOAshley Nuell - VP of Investor RelationsConference Call ParticipantsRob Brown - Senior Research AnalystEric Stine - Senior Research AnalystChris Dendrinos - Equity Research AnalystOperatorGood day, and welcome to Westport's Q3 2025 conference call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and ...
Tidewater(TDW) - 2025 Q3 - Earnings Call Transcript
2025-11-11 15:02
Tidewater (NYSE:TDW) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Company ParticipantsQuintin Kneen - President, CEO, and DirectorSam Rubio - CFOPiers Middleton - COOJosh Jayne - Managing DirectorFredrik Stene - VP of Equity and Credit ResearchWes Gotcher - SVP of Strategy, Corporate Development, and Investor RelationsConference Call ParticipantsJim Rollyson - Director and Equity Research AnalystGreg Clements - AnalystOperatorThank you for standing by. My name is Liz, and I'll be your conference oper ...
Fermi LLC(FRMI) - 2025 Q3 - Earnings Call Transcript
2025-11-11 15:02
Fermi (NasdaqGS:FRMI) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Company ParticipantsRich Anderson - Managing DirectorMiles Everson - CFONone - Company RepresentativeToby Neugebauer - CEOConference Call ParticipantsNick Amicucci - VP and Equity Research AnalystPaul Golding - Digital commercial AnalystSteven Gengaro - Managing Director and Senior Equity Research AnalystAndrew Fisher - Senior Utilities AnalystJohn Hodulik - Media and Telecom AnalystJoe Brent - Senior Research AnalystSkye Landon - Res ...
Neuraxis(NRXS) - 2025 Q3 - Earnings Call Transcript
2025-11-11 15:02
NeurAxis (NYSEAM:NRXS) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Company ParticipantsBrian Carrico - CEOBen Shamsian - Head of Investor RelationsTim Henrichs - CFOConference Call ParticipantsChase Knickerbocker - AnalystOperatorToday, and thank you for standing by. Welcome to the NeurAxis Reports' third quarter 2025 financial results conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a que ...
Neuraxis(NRXS) - 2025 Q3 - Earnings Call Transcript
2025-11-11 15:00
Financial Data and Key Metrics Changes - Revenues in Q3 2025 were $811,000, up 22% compared to $677,000 in Q3 2024, marking the fifth consecutive quarter of double-digit growth [20][18] - Gross margin in Q3 2025 was 83.3%, down from 85.4% in Q3 2024, attributed to higher discounting and stronger unit growth in lower-margin programs [21][22] - Operating loss in Q3 2025 was $2.1 million, a 27% increase compared to a $1.7 million loss in Q3 2024 [27] - Cash on hand as of September 30, 2025, was $4.4 million, with an additional $2.8 million raised in October 2025 [28][52] Business Line Data and Key Metrics Changes - The company achieved a 22% revenue growth driven by a 38% increase in unit deliveries, primarily from the financial assistance program [20][19] - The RED device is seeing good physician interest, but adoption is slower due to changes in practice flow and habits [15][50] Market Data and Key Metrics Changes - Approximately 55 million covered lives are now associated with the company's products, indicating positive payer momentum [8] - The new Category 1 CPT code, effective January 1, 2026, is expected to streamline coding and reimbursement, significantly impacting market access [11][12] Company Strategy and Development Direction - The company is focused on expanding access through medical policy coverage and accelerating utilization of IB-STIM, particularly in pediatric populations [4][5] - A multi-channel approach is being employed to engage payers, including support from academic societies and leading children's hospitals [6][8] - The strategy includes prioritizing children's hospitals based on utilization potential and launching comprehensive education and outreach programs [9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the gradual improvement of policy changes and prior authorization processes, emphasizing the importance of insurance coverage and physician compensation for adoption [7][10] - The company anticipates continued revenue growth in the coming quarters, driven by the new CPT code and expanded market opportunities [10][19] Other Important Information - The company is preparing for a significant transition in 2026 with the new CPT code, which is expected to enhance reimbursement and reduce barriers to access [11][12] - The RED device's future revenue ramp is uncertain, pending further clarity on CPT code reimbursement [50] Q&A Session Summary Question: How is the company tracking success and incentivizing the team ahead of expected volume inflection? - The company has a strong sales force that is highly incentivized and focused on areas with good insurance policy coverage [32][33] Question: Can the company provide insights on volume inflection from the Category 1 CPT code alone? - The company has begun forecasting and expects better adoption rates in areas with insurance coverage [37] Question: Any updates on engagement with payers and national coverage? - Payers are responsive and aware of the new Category 1 code, which adds credibility to the company's position [40][41] Question: Can the company quantify additional commercial investment and its impact on SG&A growth? - Marketing expenses have more than doubled as the company targets payers, and R&D costs are expected to increase with market expansion [43][45]
AngloGold Ashanti plc(AU) - 2025 Q3 - Earnings Call Transcript
2025-11-11 15:00
AngloGold Ashanti (NYSE:AU) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Speaker2Good afternoon, ladies and gentlemen, and welcome to the AngloGold Ashanti 2025 Q3 results. All participants will be in listen-only mode. The question-and-answer session will follow the formal presentation. If you should require operator assistance during the call, please signal by keying in star and then zero on your telephone keypad. Please note that this event is being recorded. I would now hand you over to Mr. Stewar ...