Paysign, Inc. (NASDAQ:PAYS) Q4 2024 Earnings Conference Call March 25, 2025 5:00 PM ET Company Participants Mark Newcomer - President and CEO Jeff Baker - CFO Matt Turner - President, Patient Affordability Matt Lanford - CPO Conference Call Participants Jacob Stephan - Lake Street Capital Markets Gary Prestopino - Barrington Research Peter Heckmann - D.A. Davidson Operator Good afternoon. My name is Kevin and I'll be your conference operator today. At this time, I'd like to welcome everyone to the Paysign, ...

CarParts.com, Inc. (NASDAQ:PRTS) Q4 2024 Earnings Conference Call March 25, 2025 5:00 PM ET Company Participants Tina Mirfarsi - Senior Vice President of Global Communications and Brand David Meniane - Chief Executive Officer Ryan Lockwood - Chief Financial Officer Operator Good afternoon. At this time, all participants will be in a listen-only mode. Please note this call is being recorded. I would now like to pass the conference over to our host, Tina Mirfarsi, Senior Vice President of Global Communication ...

Verb Technology Company, Inc. (NASDAQ:VERB) Q4 2024 Earnings Conference Call March 25, 2025 1:00 PM ET Company Participants Rory Cutaia - CEO Operator Good afternoon and welcome to the Full Year and Fourth Quarter 2024 Financial Results Conference Call for Verb Technology Company, Incorporated. At this time, all participants are in a listen-only mode. Please be advised, the call is being recorded at the Company’s request. On our call today is Rory J. Cutaia, Verb’s Founder, Chairman and CEO. Before we begin ...

Rumble Inc. (NASDAQ:RUM) Q4 2024 Earnings Conference Call March 25, 2025 11:00 AM ET Company Participants Shannon Devine - IR Chris Pavlovski - Founder, Chairman and CEO Brandon Alexandroff - CFO Conference Call Participants Thomas Forte - Maxim Group Jason Helfstein - Oppenheimer & Company Operator Good morning, ladies and gentlemen, and welcome to Rumble Inc. Fourth Quarter and Full Year 2024 Earnings Call. All participants are in a listen-only mode. A question and answer session will follow the formal pr ...

X4 Pharmaceuticals, Inc. (NASDAQ:XFOR) Q4 2024 Earnings Conference Call March 25, 2025 8:30 AM ET Company Participants Daniel Ferry - IR, LifeSci Advisors Paula Ragan - CEO Adam Mostafa - CFO Christophe Arbet-Engels - Chief Medical Officer Mark Baldry - CCO Conference Call Participants Stephen Willey - Stifel Ed Tenthoff - Piper Sandler Ayan Hussein - Cantor Fitzgerald Doug MacPherson - H.C. Wainwright David Bautz - Zacks Small-Cap Research Operator Greetings, and welcome to the X4 Pharmaceuticals Fourth Qu ...

Nano Labs Ltd (NASDAQ:NA) Q4 2024 Earnings Conference Call March 25, 2025 8:30 AM ET Company Participants Jianping Kong - Chairman and CEO Bing Chen - CFO Conference Call Participants Operator Ladies and gentlemen, thank you for standing by. Welcome to Nano Labs Second Half of 2024 Earnings Conference Call. During today's call, all participants will be in listen-only mode. This conference is being recorded today, Tuesday, March 25th, 2025. Joining us today from Nano Labs are the company's Chairman and Chief ...

Kuaishou Technology (OTCPK:KUASF) Q4 2024 Results Conference Call March 25, 2025 7:00 AM ET Company Participants Matthew Zhao - Vice President, Capital Markets & Investor Relations Cheng Yixiao - Co-Founder, Chairman & Chief Executive Officer Jin Bing - Chief Financial Officer Conference Call Participants Felix Liu - UBS Lincoln Kong - Goldman Sachs Brian Gong - Citi Daniel Chen - JPMorgan Guanran Wang - CITIC Securities Operator Good day, ladies and gentlemen. Thank you for standing by. Welcome to Kuaishou ...

Bhavesh Mistry Thank you, Thierry. Good morning, everyone, and thank you for joining us today. It's great to meet so many of you in person. I'm now 2 months into my role as Kingfisher's new CFO and have spent time meeting colleagues across the business and visiting stores across our banners. I'd like to thank all the teams for the warm welcome I've received. I've been impressed with what I've seen and heard, particularly the enthusiasm and commitment of the teams across our markets to delivering a great cus ...

Financial Data and Key Metrics Changes - The company achieved record net sales of over $7.4 billion for fiscal 2024, reflecting an 11% increase year-over-year [26][47] - Adjusted EBITDA for fiscal 2024 increased by 2% to $930 million, with an adjusted EBITDA margin of 12.5%, down 110 basis points from the previous year [51][62] - Gross margin for fiscal 2024 was 26.6%, a decrease from 27.1% in fiscal 2023, attributed to higher average inventory costs [48][62] - Selling, general and administrative (SG&A) expenses rose approximately 16% to nearly $1.1 billion, primarily due to acquisitions and inflation [49][62] Business Line Data and Key Metrics Changes - The company reported strong double-digit average daily sales growth in metering and storm drainage products, and high single-digit growth in treatment plant projects [27] - Acquisitions contributed about 9% to sales growth, while organic average daily volumes were up low single digits [42][47] - Private label products represented approximately 4% of sales, with a target to grow to 10% or more over time [29][62] Market Data and Key Metrics Changes - The company estimates it holds a 19% share of a $39 billion addressable market, indicating significant growth potential [15] - Municipal spending on water infrastructure is expected to remain resilient, with low single-digit growth projected for 2025 [58][62] - The company anticipates flat nonresidential construction starts in 2025, with a stable outlook for municipal projects [56][62] Company Strategy and Development Direction - The company plans to continue driving profitable growth through both organic means and acquisitions, while maintaining strong cash flow [40][62] - The focus remains on expanding presence in underpenetrated geographies and driving the adoption of new products [60][62] - The company aims to enhance gross margins through private label initiatives, sourcing optimization, and pricing strategies [61][62] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating uncertainties related to interest rates, federal funding, and tariffs, while remaining optimistic about municipal water infrastructure projects [54][56] - The company expects to achieve net sales growth of 2% to 5% in fiscal 2025, with adjusted EBITDA projected to range from $950 million to $1 billion [62] - Management highlighted the importance of maintaining a strong culture and leadership team during the transition of executive roles [11][104] Other Important Information - The company completed 10 acquisitions in fiscal 2024, adding over $600 million in annual sales [27][32] - The company returned $176 million to shareholders through share repurchases, with a remaining authorization of $324 million [53][62] - Management noted that tariffs are not expected to significantly impact the business, as most products are produced domestically [33][116] Q&A Session Summary Question: What percentage of COGS is PVC today and what are the price expectations? - PVC pipe accounts for less than 15% of COGS, with an overall neutral pricing environment expected moving forward [68][69] Question: Can you provide insight into first quarter trends? - The start of 2025 is in line with expectations, with strong bidding activity and a good backlog [72][73] Question: What is the outlook for end markets? - Residential and non-residential markets are expected to remain steady, with municipal spending projected to be resilient [76][79] Question: What are the key levers for gross margin expansion? - Private label initiatives are the primary driver for gross margin expansion, followed by sourcing optimization [81][82] Question: How do you view the competitive dynamics in your markets? - The competitive environment remains stable, with continued market share gains expected [119]

Canadian Solar Inc. (NASDAQ:CSIQ) Q4 2024 Earnings Conference Call March 25, 2025 8:00 AM ET Company Participants Wina Huang - Head, Investor Relations Shawn Qu - Chairman & Chief Executive Officer Yan Zhuang - President, CSI Solar Ismael Guerrero - President, Recurrent Energy Xinbo Zhu - Senior Vice President & Chief Financial Officer Conference Call Participants Colin Rusch - Oppenheimer Praneeth Satish - Wells Fargo Maheep Mandloi - Mizuho Securities Alan Lau - Jefferies Vikram Bagri - Citi Philip Shen - ...