AirSculpt (NasdaqGM:AIRS) Q3 2025 Earnings Call November 07, 2025 08:30 AM ET Company ParticipantsDennis Dean - CFOAllison Malkin - PartnerYogi Jashnani - CEOSam Eiber - VP of Equity ResearchMarco Criscuolo - Senior Equity Research AssociateOperatorGood morning, ladies and gentlemen, and welcome to the AirSculpt Technologies, Inc Third Quarter 2025 Earnings Call. All participants will be in listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator ...

Flowers Foods (NYSE:FLO) Q3 2025 Earnings Call November 07, 2025 08:30 AM ET Company ParticipantsMitchell Pinheiro - Director of Fundamental Equity ResearchMax Gumport - Director of Equity ResearchSteve Kinsey - CFOJT Rieck - EVP of Finance and Head of Investor RelationsRyals McMullian - Chairman and CEOConference Call ParticipantsSteve Powers - Equity Research AnalystJim Salera - Equity Research AnalystScott Marks - AnalystOperatorMorning, and thank you for standing by. Welcome to the Flowers Foods Q3 2025 ...

The Wendy’s Company (NasdaqGS:WEN) Q3 2025 Earnings Call November 07, 2025 08:30 AM ET Speaker1Good morning. Welcome to The Wendy's Company earnings results conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the number one on your telephone keypad. If you would like to withdraw your question, press star followed by the ...

Financial Data and Key Metrics Changes - In Q3 2025, revenues increased to $363.7 million, up nearly 3% from $353.6 million in the prior year [16] - Adjusted EBITDA for Q3 2025 was $124.1 million, a slight decline of less than 1% from $124.7 million year-over-year [17] - Adjusted diluted EPS rose by more than 7% to $1.76 from $1.64 in Q3 2024, aided by share buybacks that reduced the weighted average diluted shares by 7.5% [17][25] Business Line Data and Key Metrics Changes - Tech and shopping revenue fell by 2% in Q3, with adjusted EBITDA down 12%, primarily due to the wind down of game publishing activities [8][19] - Health and wellness segment saw a 13% year-over-year revenue growth and 18% adjusted EBITDA growth, marking high watermarks for the division [10] - Cybersecurity and martech revenue grew by 2% in Q3, driven by strong performance in consumer VPN and cloud backup [12] Market Data and Key Metrics Changes - The connectivity division achieved 2% year-over-year revenue growth, with year-to-date revenues up 7% [11] - Gaming and entertainment revenues were approximately 4% lower year-over-year, but adjusted EBITDA grew nearly 3% [9] - Advertising and performance marketing revenues grew by 5.9% year-over-year, while subscription and licensing revenues increased by 2% [18] Company Strategy and Development Direction - The company is evaluating potential opportunities to unlock shareholder value, having engaged outside advisors for this purpose [4][5] - There is a focus on maximizing value for shareholders while maintaining a profitable and growing business structure [5][26] - The company is committed to a disciplined acquisition strategy, having closed seven acquisitions in the first nine months of 2025 [22][23] Management's Comments on Operating Environment and Future Outlook - Management noted that the disconnect between the current market value and intrinsic value of the company is at its widest [29] - The company anticipates fiscal year 2025 total revenues and adjusted diluted EPS to be within the lower half of its guidance range [24] - Management expressed optimism about the performance of various segments despite broader industry headwinds [39] Other Important Information - The company has significant cash reserves of $503.4 million and long-term investments of $119.6 million, with a gross leverage of 1.7 times trailing 12 months adjusted EBITDA [22] - Free cash flow for Q3 2025 was $108.2 million, representing a 35% increase year-over-year [25] - The company plans to continue its stock repurchase program, having repurchased 3 million shares year-to-date [23] Q&A Session Summary Question: Insights on valuation disconnect - Management acknowledged the valuation disconnect and noted that the recent segment-level disclosures have attracted interest from strategic and private equity investors [28][29] Question: Strategic review and potential divestitures - Management stated that no specific properties are off-limits for divestiture, but exploring opportunities for select units is likely to be more value-accretive [31] Question: Impact of AI on traffic and revenue - Management indicated that the company is well-positioned against fluctuations in search traffic, with only 35% of total revenue dependent on web traffic [32] Question: Future M&A opportunities - Management expressed optimism about acquiring smaller properties that may not have weathered recent market changes as well as continuing to buy back shares [44][45] Question: Philosophical shift in acquisitions - Management clarified that the focus remains on cash-on-cash returns and that there is no change in the overall approach to acquisitions [51]

TruBridge (NasdaqGS:TBRG) Q3 2025 Earnings Call November 07, 2025 08:30 AM ET Speaker0Greetings and welcome to the TruBridge Q3 2025 earnings conference call. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Drew Ande ...

Ready Capital (NYSE:RC) Q3 2025 Earnings Call November 07, 2025 08:30 AM ET Speaker0Greetings and welcome to the Ready Capital third quarter 2025 earnings call. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation. Should anyone require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Andrew Ahl ...

TTEC (NasdaqGS:TTEC) Q3 2025 Earnings Call November 07, 2025 08:30 AM ET Speaker0Thank you for standing by. The conference will begin momentarily. Until such time, you will hear music. Thank you, and please continue to stand by. Welcome to TTEC's Third Quarter 2025 Earnings Conference Call. I would like to remind all parties that you will be in a listen-only mode until the question-and-answer session. This call is being recorded at the request of TTEC. I would now like to turn the call over to Bob Belknapp, ...

AMC Networks (NasdaqGS:AMCX) Q3 2025 Earnings Call November 07, 2025 08:30 AM ET Speaker1Good day, and thank you for standing by. Welcome to the AMC Networks third quarter 2025 earnings call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during this session, you will need to press star 1-1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question ...

Mettler-Toledo International (NYSE:MTD) Q3 2025 Earnings Call November 07, 2025 08:30 AM ET Speaker1Hello, and thank you for standing by. My name is Mark, and I will be your conference operator today. At this time, I would like to welcome everyone to the Mettler-Toledo Q3 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press ...

Flowers Foods (NYSE:FLO) Q3 2025 Earnings Call November 07, 2025 08:30 AM ET Speaker0Morning, and thank you for standing by. Welcome to the Flowers Foods Q3 2025 results conference call. Please be advised that today's event is being recorded. I would now like to hand the conference over to your opening speaker today, J.T. Rieck, Executive Vice President of Finance and Investor Relations. Please go ahead.Speaker1Hello, and good morning. I hope everyone had the opportunity to review our earnings release, list ...