Chegg, Inc. (NYSE:CHGG) Q3 2024 Earnings Conference Call November 12, 2024 4:30 PM ET Company Participants Tracey Ford - Vice President of Investor Relations & ESG Nathan Schultz - President & Chief Executive Officer David Longo - Chief Financial Officer Conference Call Participants Eric Sheridan - Goldman Sachs Ryan MacDonald - Needham & Company Alex Fuhrman - Craig-Hallum Capital Group Operator Greetings and welcome to Chegg, Inc. Third Quarter 2024 Earnings Conference Call. At this time, all participants ...

The Beauty Health Company (NASDAQ:SKIN) Q3 2024 Results Conference Call November 12, 2024 4:30 PM ET Company Participants Norberto Aja - Investor Relations Marla Beck - President and CEO Mike Monahan - CFO Conference Call Participants Oliver Chen - TD Cowen Ashley Helgans - Jefferies Allen Gong - JPMorgan Susan Anderson - Canaccord Genuity Bruce Jackson - Benchmark Company Jon Block - Stifel Linda Bolton Weiser - DA Davidson Korinne Wolfmeyer - Piper Sandler Olivia Tong - Raymond James Operator Good day, an ...

WM Technology, Inc. (NASDAQ:MAPS) Q3 2024 Earnings Conference Call November 12, 2024 5:00 PM ET Company Participants Simon Yao – Director-Investor Relations Doug Francis – Chief Executive Officer Susan Echard – Chief Financial Officer Conference Call Participants Operator Good afternoon everyone and welcome to the WM Technology, Inc.'s Third Quarter 2024 Earnings Conference Call. All participants will be in a listen-only mode for the duration of the call. I would now like to turn the call over to your host ...

Endava plc (NYSE:DAVA) Q1 2025 Earnings Conference Call November 12, 2024 8:00 AM ET Company Participants Laurence Madsen - Head of Investor Relations and ESG John Cotterell - Chief Executive Officer Mark Thurston - Chief Financial Officer Conference Call Participants Jamie Friedman - Susquehanna Jonathan Lee - Guggenheim Securities Maggie Nolan - William Blair Zachary Ajzenman - TD Cowen Bryan Keane - Deutsche Bank James Faucette - Morgan Stanley Operator Good day, and welcome to the Endava First Quarter F ...

LogicMark, Inc. (NASDAQ:LGMK) Q3 2024 Earnings Conference Call November 12, 2024 4:30 PM ET Company Participants Chia-Lin Simmons - Chief Executive Officer Mark Archer - Chief Financial Officer Conference Call Participants Marla Marin - Zacks Small Cap Research Operator Good afternoon and thank you for participating in today's Third Quarter 2024 Conference Call. Chia-Lin Simmons, Chief Executive Officer and Mark Archer, Chief Financial Officer, are joining me from LogicMark today. During this call, manageme ...

Hallador Energy Company (NASDAQ:HNRG) Q3 2024 Results Conference Call November 12, 2024 5:00 PM ET Company Participants Sean Mansouri - Elevate IR Brent Bilsland - President, CEO Marjorie Hargrave - CFO Operator Good afternoon. Thank you for attending Hallador Energy’s Third Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session and instructions will follow at that time. As a reminder, this call may be recorded. I ...

Financial Data and Key Metrics - Q3 revenue was $580 million, representing 7% growth on a constant currency basis and 6% on a reported basis [9] - Adjusted EBITDA for Q3 was $95 million, a 6% increase compared to $90 million last year [26] - Adjusted EPS for Q3 was $1.59, up from $1.57 last year [25] - Gross margins were higher than expected due to supply chain efficiencies, FX, and sales mix [9] - Free cash flow for Q3 was $16 million, with year-to-date free cash flow at $109 million, already exceeding full-year guidance [27][29] - Cash balance increased to $313 million, and net debt stood at $1.3 billion [9][45] Business Unit Performance - **Consumables**: Grew 9% on both constant currency and reported basis, driven by infusion consumables, vascular access, and oncology [11] - **IV Systems**: Grew 10% on a constant currency basis and 7% on a reported basis, with strong performance in LVP line and new contract signings for Plum Duo infusion system [12] - **Vital Care**: Flat year-over-year on both constant currency and reported basis [15] Market Performance - Healthy demand and utilization across all geographies in Q3, with no major changes observed in Q4 [9] - Favorable foreign exchange impact in Q3, though the U.S. dollar has since strengthened, which may affect Q4 margins [22] Strategic Direction and Industry Competition - Announced a joint venture with Otsuka Pharmaceutical Factory for IV Solutions, aiming to bring innovation, supply redundancy, and geographic diversification to the market [36][38] - The joint venture will deconsolidate IV Solutions financial results, with ICU Medical recognizing only its proportional share in the net earnings of the JV [43] - The company aims to have the most modern fleet of infusion devices, focusing on clinical outcomes, new market creation, and innovation [13][14] Management Commentary on Operating Environment and Future Outlook - Management expects full-year results to finish above original mid-single-digit targets, with legacy ICU consumables lines at record levels [11] - The company is focused on improving profitability through revenue growth, operational efficiencies, and waiting for macro improvements in currency and interest rates [44] - The joint venture is expected to be EPS breakeven initially, with potential for margin improvements over time [43] Other Important Information - The company completed the cutover of its U.S. and Canada order-to-cash systems in Q3, with plans to optimize North American logistics and expand internationally [16] - Factory consolidations are mostly completed, with savings expected to contribute to profitability from 2025 onwards [16] - The company received no observations during a detailed FDA follow-up inspection at its Minneapolis site, marking progress in its quality improvement journey [17] Q&A Session Summary Question: Strategic rationale for the joint venture with Otsuka - The joint venture allows ICU Medical to stay in the IV Solutions market while leveraging Otsuka's innovation and global manufacturing footprint [51][60] Question: Impact of ERP system implementation - The U.S. and Canada ERP system cutover was completed in Q3, with some disruption in August but no material impact on the quarter's performance [52][53] Question: Pricing and market share for LVP and Plum Duo - The company is focused on maintaining pricing levels for new technology and feels confident about its competitive position in the market [54][55] Question: Impact of Mexican peso and potential tariffs - The company is not currently planning for significant impacts from potential tariffs, as it is a major player in the healthcare industry with substantial operations in Mexico [56] Question: FDA inspection and warning letter follow-up - The FDA follow-up inspection at the Minneapolis site resulted in no observations, and the company is awaiting the final report [57][58] Question: Gross margin outlook and supply chain efficiencies - The company is ahead of schedule in capturing $50 million in supply chain synergies, with gross margins expected to improve further as factory consolidations are completed [66][68] Question: Free cash flow and CapEx implications of the joint venture - The joint venture is expected to be marginally positive to neutral on free cash flow, with potential reinvestment in other areas [84][85] Question: Put-call option in the joint venture agreement - The put-call option allows either party to exercise starting in 2030, based on a multiple of revenues, providing flexibility depending on market developments [89] Question: Incremental capacity and revenue expectations - The company is focused on sustainable long-term growth rather than short-term gains from increased demand [87]

NGL Energy Partners LP Common Units. (NYSE:NGL) Q2 2025 Earnings Conference Call November 12, 2024 5:00 PM ET Company Participants Brad Cooper - Executive Vice President and Chief Financial Officer, NGL Energy Partners LP Michael Krimbill - Chief Executive Officer, NGL Energy Partners LP David Sullivan - Vice President Finance, NGL Energy Partners LP Doug White - Executive Vice President, Water Solutions Conference Call Participants Ned Baramov - Wells Fargo Operator Greetings. Welcome to the NGL Energy Par ...

Neuronetics, Inc. (NASDAQ:STIM) Q3 2024 Earnings Call November 12, 2024 8:30 AM ET Company Participants Mark Klausner - Investor Relations Keith Sullivan - President and Chief Executive Officer Steve Furlong - Chief Financial Officer Conference Call Participants William Plovanic - Canaccord Genuity James Beers - William Blair Danny Stauder - JMP Operator Good day and thank you for standing by. Welcome to the Neuronetics Third Quarter 2024 Financial and Operating Results Conference Call. [Operator Instructio ...

BioLife Solutions, Inc. (NASDAQ:BLFS) Q3 2024 Earnings Conference Call November 13, 2024 4:30 PM ET Company Participants Troy Wichterman - Chief Financial Officer Rod de Greef - Chairman and Chief Executive Officer Garrie Richardson - Chief Revenue Officer Conference Call Participants Matt Stanton - Jefferies Brendan Smith - TD Cowen Anna Snopkowski - KeyBanc Matt Hewitt - Craig-Hallum Capital Group LLC Thomas Flaten - Lake Street Capital Markets Jade Montgomery - H.C. Wainwright & Co., LLC Operator Good af ...