Orthofix Medical Inc. (NASDAQ:OFIX) Q3 2024 Results Conference Call November 7, 2024 8:30 AM ET Company Participants Julie Dewey - Chief IR and Communications Officer Massimo Calafiore - President and CEO Julie Andrews - Chief Financial Officer Conference Call Participants Mathew Blackman - Stifel Iseult McMahon - BTIG Jason Wittes - ROTH MKM Operator Good morning, and welcome to the Orthofix Third Quarter 2024 Earnings Call. I am Fran, and I'll be the operator assisting you today. [Operator Instructions]. ...

Arhaus, Inc. (NASDAQ:ARHS) Q3 2024 Results Conference Call November 7, 2024 8:30 AM ET Company Participants John Reed - Co-Founder, Chairman and Chief Executive Officer Tara Atwood - Vice President, Investor Relations Dawn Phillipson - Chief Financial Officer Jennifer Porter - Chief Marketing Officer Conference Call Participants Steven Forbes - Guggenheim Securities Jeremy Hamblin - Craig-Hallum Capital Group Robby Ohmes - Bank of America Jonathan Matuszewski - Jefferies Simeon Gutman - Morgan Stanley Laure ...

Kingsway Financial Services Inc. (NYSE:KFS) Q3 2024 Earnings Conference Call November 6, 2024 5:00 PM ET Company Participants James Carbonara - Investor Relations John Fitzgerald - Chief Executive Officer Kent Hansen - Executive Vice President & Chief Financial Officer Conference Call Participants Joshua Horowitz - Palm Ventures Adam Patinkin - David Capital Operator Good day and welcome to the Kingsway Third Quarter 2024 Earnings Call. At this time, all participants are in a listen-only mode. A question-an ...

Thermon Group Holdings Inc. (NYSE:THR) Q2 2025 Earnings Call Transcript November 7, 2024 11:00 AM ET Company Participants Ivonne Salem - Vice President of FP&A and Investor Relations Bruce Thames - President, Chief Executive Officer and Director Jan Schott - Chief Financial Officer Conference Call Participants Justin Ages - CJS Securities Brian Drab - William Blair Jon Braatz - Oppenheimer Operator Greetings and welcome to Thermon Group Holdings Inc.'s Earnings Call for the Second Quarter 2025. At this time ...

Relmada Therapeutics, Inc. (NASDAQ:RLMD) Q3 2024 Earnings Call November 7, 2024 4:30 PM ET Company Participants Tim McCarthy - Investor Relations Sergio Traversa - Chief Executive Officer Maged Shenouda - Chief Financial Officer Conference Call Participants Andrew Tsai - Jefferies Operator Hello and welcome to the Relmada Therapeutics Third Quarter 2024 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded and will be available for replay on the location web ...

Profound Medical Corporation (NASDAQ:PROF) Q3 2024 Earnings Conference Call November 7, 2024 4:30 PM ET Company Participants Stephen Kilmer - IR Arun Menawat - CEO Rashed Dewan - CFO Mathieu Burtnyk - COO Conference Call Participants Benjamin Haynor - Lake Street Capital Markets John Baugh - Stifel Michael Freeman - Raymond James Scott McAuley - Paradigm Capital Operator Good day and thank you for standing by. Welcome to the Profound Medical Third Quarter 2024 Financial Results Conference Call. At this time ...

Financial Data and Key Metrics - Total revenue for Q3 2024 was $62.7 million, down 4% year-over-year, but above the high end of the guidance range [8][31] - Adjusted EBITDA was $20.6 million, down 5% year-over-year, with an adjusted EBITDA margin of 33%, consistent with the prior year [8][31] - Adjusted net income grew 6% year-over-year to $15.4 million, with non-GAAP earnings per share increasing 5% to $0.10 [32] - Unlevered free cash flow was $24.3 million in Q3, and $85.2 million on a trailing 12-month basis, up 58% year-over-year [32][41] Business Line Performance - Subscription revenue decreased by low single digits, while professional services revenue declined more significantly [33] - The company ended Q3 with 530 enterprise customers, up 1 year-over-year but down 7 quarter-over-quarter [34] - Total customer accounts were approximately 2,570 at the end of Q3, down 200 year-over-year and 30 quarter-over-quarter [34] Market Performance - The company saw improvement in expansion sales activity compared to Q2, with some win-back customers returning [9] - Churn rates remained elevated, particularly in the life sciences market, impacting customer retention [10] - The company expects revenue to decline sequentially in Q4 and into early 2025, with a goal to return to sequential growth in the second half of 2025 [25][49] Strategic Direction and Industry Competition - The company is focusing on simplifying its product portfolio and developing a common platform to improve customer retention and upsell opportunities [11][15] - Two new product enhancements were introduced in Q3: Market Forecast and Monocl Conferences, aimed at improving customer value [20] - The company is committed to organic product development and strategic acquisitions to enhance its data and solutions [12] Management Commentary on Operating Environment and Future Outlook - Management highlighted the need for patience as operational changes take time to positively impact financial results [25] - The company expects continued revenue volatility in Q4 and 2025, with a focus on improving retention and reducing churn [25][49] - The Board approved a $100 million share buyback program, reflecting confidence in the company's long-term prospects [27] Other Important Information - The company recorded a $228.2 million goodwill impairment due to the current stock price, which is a noncash accounting charge [45] - The CFO, Rick Booth, will be leaving the company in June 2025, with a search process underway for his replacement [28] Q&A Session Summary Question: Demand Environment in Pharma and Life Sciences - The company noted modest improvement in some segments like provider and diversified, but pressures in life sciences remain, particularly due to delayed impacts from market improvements [55][57] Question: Growth Visibility for 2025 - The company expects revenue declines to moderate in 2025, with sequential growth returning in the second half of the year, but full-year revenue is expected to be down [63] Question: Competitive Environment - The company is not seeing significant competitive losses against major players like Veeva and IQVIA, with strong support from existing customers [81] Question: Unified Platform Strategy - The company is working on simplifying access to its products through a unified UI/UX interface, with further integration of back-office and data supply chain components expected to take longer [86][87] Question: Pricing Strategy - The company is considering a more sophisticated delivery mechanism to allow customers to optimize for service or price, while maintaining data quality leadership [83]

Compagnie Financiere Richemont SA (OTCPK:CFRHF) Q2 2025 Earnings Conference Call November 8, 2024 3:30 AM ET | --- | |-------------------------------------------| | | | Company Participants | | Alessandra Girolami - IR Director | | Nicolas Bos - CEO | | Burkhart Grund - Executive Director & CFO | | Conference Call Participants | | Zuzanna Pusz - UBS | | Edouard Aubin - Morgan Stanley | | Thomas Chauvet - Citi | | Chiara Battistini - JPMorgan | | Antoine Belge - BNP Exane | | Louise Singlehurst - Goldman Sac ...

RXO, Inc. (NYSE:RXO) Q3 2024 Earnings Conference Call November 7, 2024 7:00 AM ET Company Participants Drew Wilkerson - CEO Jamie Harris - CFO Jared Weisfeld - Chief Strategy Officer Conference Call Participants Ariel Rosa - Citigroup. Scott Schneeberger - Oppenheimer David Zazula - Barclays Joe Hafling - Jefferies Ken Hoexter - Bank of America Bruce Chan - Stifel Scott Group - Wolfe David Hicks - Raymond James Operator Welcome to the RXO Q3 2024 Earnings Conference Call and Webcast. My name is Joelle, and ...

Hamilton Insurance Group, Ltd. (NYSE:HG) Q3 2024 Earnings Call November 7, 2024 9:00 AM ET Company Participants Jon Levenson - Group Treasurer and Head, Investor Relations Pina Albo - Chief Executive Officer Craig Howie - Chief Financial Officer Conference Call Participants Elyse Greenspan - Wells Fargo Michael Zaremski - BMO Tommy McJoynt - KBW Operator Hello and welcome to the Hamilton Insurance Group Earnings Conference Call. As a reminder, this call is being webcast and will also be available for replay ...