Outset Medical (NasdaqGS:OM) Q3 2025 Earnings Call November 10, 2025 04:30 PM ET Company ParticipantsLeslie Trigg - Chair and CEOJosh Jennings - Managing DirectorMarie Thibault - Managing DirectorJim Mazzola - Head of Investor RelationsRick Wise - Managing DirectorRenee Gaeta - CFOConference Call ParticipantsShagun Singh - AnalystOperatorGood day, and thank you for standing by. Welcome to the Outset Medical Q3 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the ...

Gevo (NasdaqCM:GEVO) Q3 2025 Earnings Call November 10, 2025 04:30 PM ET Company ParticipantsDerrick Whitfield - Managing DirectorLeke Agiri - CFOPaul Bloom - Chief Business OfficerChris Ryan - President and COOAmit Dayal - Managing Director of Equity ResearchPatrick Gruber - CEOEric Frey - VP of Finance and StrategyPeter Gastreich - Managing Director of Energy Transition and Sustainable InvestingConference Call ParticipantsCraig Irwin - Managing Director and Senior Research AnalystOperatorGood day, and tha ...

PubMatic (NasdaqGM:PUBM) Q3 2025 Earnings Call November 10, 2025 04:30 PM ET Company ParticipantsRajeev Goel - Co-founder and CEORob Coolbrith - VP of Internet Equity ResearchMatt Condon - Director Equity ResearchStacie Clements - Managing DirectorShweta Khajuria - Managing Director, Internet Equity ResearchAndrew Marok - Director, Equity ResearchSteve Pantelick - CFOMatt Swanson - Director, Equity ResearchJacob Armstrong - Equity Research AssociateConference Call ParticipantsEd Alter - VP and Senior Equity ...

Gevo (NasdaqCM:GEVO) Q3 2025 Earnings Call November 10, 2025 04:30 PM ET Company ParticipantsDerrick Whitfield - Managing DirectorLeke Agiri - CFOPaul Bloom - Chief Business OfficerChris Ryan - President and COOAmit Dayal - Managing Director of Equity ResearchPatrick Gruber - CEOEric Frey - VP of Finance and StrategyPeter Gastreich - Managing Director of Energy Transition and Sustainable InvestingConference Call ParticipantsCraig Irwin - Managing Director and Senior Research AnalystOperatorGood day, and tha ...

Paramount Skydance (NasdaqGS:PARA) Q3 2025 Earnings Call November 10, 2025 04:30 PM ET Company ParticipantsAndy Warren - Interim CFODavid Ellison - Chairman and CEOJeff Shell - PresidentKevin Creighton - EVP of Corporate Finance and Investor RelationsKutgun Maral - Media, Cable and Telecom Equity ResearchDavid Karnovsky - Managing Director and Head of Media, Entertainment, and Advertising Equity ResearchConference Call ParticipantsRich Greenfield - Partner and Media and Technology AnalystBenjamin Swinburne ...

Paramount Skydance (NasdaqGS:PARA) Q3 2025 Earnings Call November 10, 2025 04:30 PM ET Company ParticipantsAndy Warren - Interim CFODavid Ellison - Chairman and CEOJeff Shell - PresidentKevin Creighton - EVP of Corporate Finance and Investor RelationsKutgun Maral - Media, Cable and Telecom Equity ResearchDavid Karnovsky - Managing Director and Head of Media, Entertainment, and Advertising Equity ResearchConference Call ParticipantsRich Greenfield - Partner and Media and Technology AnalystBenjamin Swinburne ...

SI-BONE (NasdaqGM:SIBN) Q3 2025 Earnings Call November 10, 2025 04:30 PM ET Company ParticipantsAnshul Maheshwari - CFOSaqib Iqbal - VP of Financial Planning and Analysis and Investor RelationsPatrick Wood - Managing DirectorCaitlin Roberts - Director of MedTech Equity ResearchLaura Francis - CEOConference Call ParticipantsNone - AnalystMatthew O'Brien - Senior Research AnalystNone - AnalystDavid Saxon - Equity Research AnalystRoss Osborn - Director and Lead Research AnalystYoung Li - SVP and Equity Researc ...

PubMatic (NasdaqGM:PUBM) Q3 2025 Earnings Call November 10, 2025 04:30 PM ET Speaker0Hello everyone and welcome. We will begin momentarily. Hello everyone and welcome. We will begin momentarily. Hello everyone and welcome. We will begin momentarily. Hello everyone and welcome to PubMatic's third quarter 2025 earnings call. My name is Emmanuel and I will be your Zoom operator today. Thank you for your attendance today. As a reminder, this webinar is being recorded. I will now turn the call over to Stacey Cle ...

Financial Data and Key Metrics Changes - Total revenues for Q3 2025 were $265.1 million, down from $274.6 million in Q3 2024, reflecting a comparable restaurant revenue decline of 1.2% [18][19] - Restaurant-level operating profit as a percentage of restaurant revenue increased by 90 basis points year-over-year to 9.9%, driven by labor efficiency gains [19] - Adjusted EBITDA for Q3 2025 was $7.6 million, an increase of $3.4 million compared to Q3 2024, attributed to cost efficiency gains and menu price increases [20] Business Line Data and Key Metrics Changes - The off-premise business accounted for approximately 25% of sales in Q3 2025, with traffic growth of 2.9% [11] - The Big Yum Burger deal launched in Q3 contributed to a 250-basis point sequential traffic improvement from Q2 to Q3 [7][19] - The company achieved a 1.7% increase in net menu price, offset by a 3% decline in guest traffic [18] Market Data and Key Metrics Changes - Guest traffic run rate improved from approximately down 7% at the beginning of Q3 to negative 1.4% by the end of the quarter [8] - The company expects comparable restaurant sales to decline approximately 3% in Q4 2025 [21][22] Company Strategy and Development Direction - The company is focused on its "first choice plan" to enhance guest experience, operational efficiency, and profitability [4][5] - A data-driven marketing initiative was launched to engage guests more personally and effectively, with plans to expand this approach [10][39] - The company is exploring various options to strengthen its balance sheet, including debt refinancing and refranchising efforts [12][14] Management's Comments on Operating Environment and Future Outlook - Management noted that while guest traffic trends have slowed recently, they remain optimistic about regaining traction as marketing spend increases [22][23] - The company is committed to maintaining a balance between investment priorities and profitability, expecting G&A savings of $3-$4 million in 2025 [12][20] - Management expressed confidence in the operational improvements and the positive impact of the Big Yum initiative on traffic trends [24][25] Other Important Information - The company completed refreshes in 20 restaurants during Q3, which are expected to enhance guest experience and drive sales [15][16] - Management announced the appointment of Jesse Griffith as Chief Operations Officer, recognizing the contributions of the operations team [26] Q&A Session Summary Question: Can you provide insights on the Big Yum initiative and its impact on sales? - The Big Yum deal is mixing at about 8% of total sales, performing as expected [28][29] Question: What are the expectations for food and beverage costs moving forward? - The company anticipates maintaining a 25% cost of goods in Q4, with measures in place to mitigate beef inflation [29] Question: What was the financial cost of extending the current debt agreement? - The extension cost was 50 basis points, deemed reasonable for the additional time [30] Question: How is the refranchising initiative progressing? - Interest in refranchising remains strong, with proposals being evaluated, but no firm announcements yet [31] Question: What are the expectations for G&A sustainability? - G&A levels are expected to remain similar to Q3, reflecting efficiencies captured this year [45] Question: Can you elaborate on the comp guidance for Q4? - The company expects same-store sales and traffic to decline by 3% in Q4, with a mix of menu price increases and traffic impacts [47]

Amylyx Pharmaceuticals (NasdaqGS:AMLX) FY Conference November 10, 2025 04:30 PM ET Speaker2Okay, thanks, everybody. This is our last meeting of the day here at Guggenheim's second annual Healthcare Innovations Conference. I'm Seamus Fernandez, one of the biopharma analysts here at Guggenheim, and I'm really pleased to be joined by the co-CEOs of Amylyx. To my far right is Josh Cohen, and my immediate right is Justin Klee. Josh, Justin, thanks for joining us. Maybe just to orient people to the Amylyx story a ...