Concrete Pumping (NasdaqCM:BBCP) Q4 2025 Earnings call January 13, 2026 05:00 PM ET Speaker2Good afternoon, everyone, and thank you for participating in today's conference call to discuss Concrete Pumping Holdings' financial results for the fourth quarter and full year ended October 31st, 2025. Joining us today are Concrete Pumping Holdings CEO Bruce Young, CFO Iain Humphries, and the company's external director of investor relations, Cody Slach. Before we go further, I would like to turn the call over to M ...

Erasca (NasdaqGS:ERAS) FY Conference January 13, 2026 04:30 PM ET Company ParticipantsJonathan Lim - CEODavid Chacko - CFOConference Call ParticipantsNone - Analyst 2Anupam Rama - AnalystNone - Analyst 1None - Analyst 6None - Analyst 3None - Analyst 4None - Analyst 5Anupam RamaAll right, let's go ahead and get started. Welcome, everyone, to the 44th Annual JPMorgan Healthcare Conference. My name's Anupam Rama. I am one of the SMIDCap biotech analysts here at JPMorgan. I'm joined by my squad: Ratih Pinhey, P ...

Veeva Systems FY Conference Summary Company Overview - **Company**: Veeva Systems (NYSE: VEEV) - **Industry**: Life Sciences Software and Consulting - **Market Opportunity**: Approximately $20 billion market with 16% penetration, indicating significant growth potential [6][7] Core Business Model and Vision - **Vision**: To build the industry cloud for life sciences, integrating software, data, and consulting to enhance efficiency across R&D, manufacturing, and commercial sectors [3][6] - **Values**: Emphasis on integrity, customer success, employee success, and speed [4][5] - **Public Benefit Corporation**: Veeva is the first public company to convert to a Public Benefit Corporation, balancing the interests of shareholders, customers, employees, and society [6] Product Portfolio - **Product Suites**: Veeva offers over 10 product suites and more than 50 products, categorized into: - Development Cloud: Clinical, regulatory, and safety management - Quality Cloud: Manufacturing quality assurance - Commercial Cloud: Sales, medical, and marketing solutions - Data Cloud: Data management and analytics [7][9] - **Unique Selling Proposition**: The "suite effect" allows customers to benefit from interconnected products, reducing integration complexities [10][11] Market Dynamics and Trends - **AI Integration**: AI is becoming integral in life sciences, enhancing productivity in drug discovery and clinical trials [17][18] - **Industry Connectivity**: Increased collaboration among stakeholders, leading to faster and more inclusive clinical trials [18] - **Changing Commercial Models**: Shift towards ongoing care and precision medicine as standard practice [18] Financial Performance and Growth Strategy - **Revenue Growth**: Expected revenue of $3.17 billion for the current fiscal year, representing a 15% growth rate [30] - **Long-term Goals**: Targeting $6 billion in revenue by 2030, implying a 13% annual growth rate [27] - **Investment Focus**: Significant investment in product development, with a commitment to maintaining high operating margins (expected 45% non-GAAP) [30][31] Competitive Landscape - **Main Competitors**: Salesforce in CRM and Medidata in clinical areas, with many competitors being niche providers [36][37] - **Market Share**: Veeva holds over 80% market share in biopharma CRM, expecting to maintain over 70% post-migration to Vault CRM [23][24] Capital Allocation and M&A Strategy - **Cash Position**: Over $6.5 billion in cash with no debt, allowing for both M&A and shareholder returns [32][33] - **Share Repurchase Program**: Announced a $2 billion share repurchase over two years to return value to shareholders [33] - **M&A Focus**: Targeting strategic acquisitions to enhance product excellence and expand into cross-industry software [39][40] Customer Engagement and Consulting - **Customer Success**: Veeva's products are designed to be mission-critical, leading to high customer retention and advocacy [14][45] - **Business Consulting**: Growing segment focused on helping customers optimize business processes and implement technology effectively [50][51] Crossix Business Insights - **Digital Marketing Growth**: Crossix continues to show strong growth in digital marketing and measurement, with potential to match CRM size in the future [52][54] - **Market Leadership Potential**: Positioned to gain further market share in a growing digital marketing landscape [53][54] Profitability and Margin Management - **Profitability Strategy**: Focus on sustainable growth without artificial margin targets, allowing for necessary investments in innovation [55][56] - **Operating Leverage**: Anticipated improvements in margins as Salesforce royalties decline and investments in AI and data products yield returns [56] This summary encapsulates the key points from the Veeva Systems FY Conference, highlighting the company's strategic vision, product offerings, market dynamics, financial performance, and future growth opportunities.

CTS (NYSE:CTS) FY Conference January 13, 2026 04:30 PM ET Company ParticipantsKieran O'Sullivan - CEOConference Call ParticipantsNone - Analyst 2None - Analyst 1ModeratorWelcome to the 28th Annual Needham Growth Conference. Our next presentation will be from CTS Corp, a leading supplier of sensors, actuators, and electronic components, other engineered products, serving customers in a wide variety of markets: aerospace and defense, industrial, medical, and transportation. My name is Jim Ricchiuti, Senior An ...

Denali Therapeutics (NasdaqGS:DNLI) FY Conference January 13, 2026 04:30 PM ET Company ParticipantsNone - Company RepresentativeAlex Schuth - Chief Operating and Financial OfficerRyan Watts - CEOPeter Chin - Acting Chief Medical Officer and Head of DevelopmentConference Call ParticipantsJess Fye - Biotech AnalystNone - AnalystJess FyeGreat. Welcome, everyone. Good afternoon. My name's Jess Fye. I'm a biotech analyst at JPMorgan, and we're continuing our 44th Annual Healthcare Conference today with Denali. F ...

TETRA Technologies (NYSE:TTI) FY Conference January 13, 2026 04:30 PM ET Company ParticipantsElijio Serrano - SVP and CFOMatthew Sanderson - EVP and Chief Commercial OfficerConference Call ParticipantsNone - Analyst 2None - Analyst 1Elijio SerranoGood afternoon, everybody. My name's Elijio Serrano. I'm the Chief Financial Officer for Tetra Technologies. Really appreciate the invitation by Needham to this conference. It's one of the better, most attended, well-attended conferences that we've had with signifi ...

TG Therapeutics (NasdaqCM:TGTX) FY Conference January 13, 2026 04:30 PM ET Company ParticipantsMichael Weiss - CEOConference Call ParticipantsBrian Cheng - Senior Biotech AnalystBrian ChengGood afternoon, everyone. Thanks for joining us for another session at the 44th J.P. Morgan Healthcare Conference. I'm Brian Cheng. I'm one of the senior biotech analysts here at the firm. On stage, we have Mike Weiss, who is the CEO of TG Therapeutics. I'll now pass the mic to their CEO for a short presentation, followed ...

The Real Brokerage (NasdaqCM:REAX) FY Conference January 13, 2026 04:30 PM ET Company ParticipantsTamir Poleg - Founder and CEOConference Call ParticipantsBernie McTernan - AnalystBernie McTernanGood afternoon. Thanks, everyone, for joining us. Last session here at NGC, day one. My pleasure, I'm Bernie McTernan, one of the internet analysts here at Needham & Company, and my pleasure to, for the fourth time, share the stage with Tamir Poleg, at NGC, Founder and CEO of Real Brokerage. Thanks for joining us.Ta ...

Bitfarms (NasdaqGM:BITF) FY Conference January 13, 2026 04:30 PM ET Company ParticipantsJonathan Merne - CFONone - Company RepresentativeLiam Wilson - COOConference Call ParticipantsNone - AnalystOperatorto the Bitfarms presentation. Before we begin, I just want to remind everybody that we will be making references to forward-looking statements that might differ from actual results. We also refer to non-IFRS measures. If you're looking for definitions of both of them, please make sure to look at our MD&A on ...

Cellectar Biosciences (NasdaqCM:CLRB) 2026 Conference January 13, 2026 04:30 PM ET Company ParticipantsJim Caruso - CEOModeratorYeah. No, the cubs. Cubs. Who are you talking about? Good afternoon. Welcome back to session. My name is Matt Gardner. I'll be your moderator for this afternoon. Our first presenting company in the afternoon session is Cellectar Biosciences from Florham Park, New Jersey. As a Westfield guy, I have great pride introducing you here, Jim. Cellectar is focused on oncology, platform tec ...