PSQ Holdings, Inc. (NYSE:PSQH) Q4 2024 Results Conference Call March 13, 2025 4:30 PM ET Company Participants William Kent - Vice President-Investor Relations Michael Seifert - Chairman and Chief Executive Officer Brad Searle - Chief Financial Officer Conference Call Participants Darren Aftahi - ROTH Capital Partners Barry Haimes - Sage Asset Management Operator Greetings, and welcome to PSQ Holdings, Inc.'s Fourth Quarter and Year End 2024 Earnings Conference Call and Webcast. At this time, all participant ...

Financial Data and Key Metrics Changes - For Q4 2024, net product sales were approximately $3.3 million, compared to $1.7 million in Q4 2023, representing a significant increase [47] - The net loss for Q4 2024 was approximately $1.2 million or $0.49 per share, an improvement from a net loss of $2 million or $7.13 per share in Q4 2023 [47] - For the full year 2024, net product sales were approximately $10.2 million, up from $5.2 million in 2023, with a net loss of approximately $5.4 million or $2.81 per share compared to $7.8 million or $27.97 per share in 2023 [47][48] Business Line Data and Key Metrics Changes - The growth in revenue was driven by enhanced prescription fulfillment through the Aspen Pharmacy network and increased provider awareness [48] - The cumulative prescriber base increased by 46% year-over-year, reaching a total of 2,553 prescribers [12] - Fill rates increased by 72% year-over-year, and patient enrollments grew by 22% [12] Market Data and Key Metrics Changes - Medicaid prescriptions increased from about 2% of the business at the beginning of 2024 to between 5% and 7% by year-end [62] - The transition to Aspen pharmacies significantly accelerated delivery times and improved insurance authorization processes [12][30] Company Strategy and Development Direction - The company aims to expand pharmacy partnerships, improve access, and increase provider awareness to drive broader adoption of Gimoti [66] - The strategy includes leveraging real-world data to strengthen payer discussions and reinforce Gimoti's value [66] - The company is focused on maintaining a disciplined approach to capital allocation to maximize returns on investments in commercialization [66] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to execute and deliver strong results despite external factors like macroeconomic conditions and supply chain constraints [51] - The company projects net revenue guidance of approximately $16 million for 2025, representing a 60% increase over 2024 [51] Other Important Information - The company raised $14.3 million in capital through equity financings and warrant exercises, extending its cash runway into Q1 2026 [50] - The company has six listed patents related to Gimoti, extending into 2030 [13] Q&A Session Summary Question: Impact of Vanda's drug and FDA's compassionate use of Domperidone on competitive landscape - Management noted uncertainty regarding the volume of Domperidone but acknowledged that its discontinuation would likely lead patients to seek alternatives like Gimoti [56][58] Question: Update on increasing Medicaid and private Medicaid pharmacy partnerships - Management reported that Medicaid prescriptions have increased significantly due to the addition of seven dispensing pharmacies, growing from 2% to between 5% and 7% of the business [60][62]

Vuzix Corporation (NASDAQ:VUZI) Q4 2024 Earnings Conference Call March 13, 2025 4:30 PM ET Company Participants Ed McGregor - Director, Investor Relations Paul Travers - Chief Executive Officer Grant Russell - Chief Financial Officer Conference Call Participants Christian Schwab - Craig-Hallum Operator Greetings, and welcome to the Vuzix Corporation Fourth Quarter and Full Year Ending December 31, 2024, financial results and business update conference call. A brief question and answer session will follow th ...

FiscalNote Holdings, Inc. (NYSE:NOTE) Q4 2024 Earnings Conference Call March 13, 2025 5:00 PM ET Company Participants Bob Burrows - Investor Relations Josh Resnik - President and CEO Jon Slabaugh - Chief Financial Officer and CIO Conference Call Participants Jesse Sobelson - D. Boral Capital Zach Cummings - B. Riley Securities Vijay Devar - Northland Capital Markets Operator Ladies and gentlemen, good afternoon, and thank you for standing by. My name is Abby, and I will be your conference operator today. At ...

Pharming Group N.V. (NASDAQ:PHAR) Q4 2024 Earnings Conference Call March 13, 2025 8:30 AM ET Company Participants Fabrice Chouraqui - CEO Stephen Toor - CCO Anurag Relan - Chief Medical Officer Jeroen Wakkerman - CFO Conference Call Participants Jeff Jones ??? Oppenheimer Ben Jackson ??? Jefferies Alistair Campbell - RBC Capital Markets Joe Pantginis - H.C. Wainwright Simon Scholes - First Berlin Operator Good day and thank you for standing by. Welcome to the Pharming Group Fourth Quarter and Full-year 2024 ...

Ulta Beauty, Inc. (NASDAQ:ULTA) Q4 2024 Earnings Conference Call March 13, 2025 4:30 PM ET Company Participants Kiley Rawlins - Vice President, Investor Relations Kecia Steelman - Chief Executive Officer Paula Oyibo - Chief Financial Officer Conference Call Participants Dana Telsey - Telsey Advisory Group Lorraine Hutchinson - Bank of America Michael Binetti - Evercore ISI Adrienne Yih - Barclays Simeon Gutman - Morgan Stanley Steven Forbes - Guggenheim Securities Mark Altschwager - Baird Michael Lasser - U ...

The Joint Corp. (NASDAQ:JYNT) Q4 2024 Earnings Conference Call March 13, 2025 5:00 PM ET Company Participants Kirsten Chapman - IR, Alliance Advisors Sanjiv Razdan - President & CEO Jake Singleton - CFO Conference Call Participants Jeff Van Sinderen - B. Riley Securities Jeremy Hamblin - Craig-Hallum Capital Group George Kelly - ROTH Capital Partners Anthony Vendetti - Maxim Group Operator Good afternoon, and welcome to The Joint Corp. Fourth Quarter and Year End 2024 Financial Results Conference Call. All ...

Tony Righetti Good afternoon, and thank you for joining us to discuss PagerDuty's fourth quarter and full fiscal year 2025 results. With me on today's call are Jennifer Tejada, PagerDuty's Chairperson and Chief Executive Officer; and Howard Wilson, our Chief Financial Officer. Before we begin, let me remind everyone that the statements made on this call include forward-looking statements based on the environment as we currently see it, which involve known and unknown risks and uncertainties that may cause o ...

Financial Data and Key Metrics Changes - For the full year 2024, Emeren Group generated $92.1 million in revenue and $24.1 million in gross profit, with a gross margin of 26% [11] - The company reported an operating loss of $0.5 million and a net loss of $12.5 million attributed to foreign exchange losses [11] - In Q4 2024, revenue was $34.6 million, down 23% year-over-year, but up 169% quarter-over-quarter [25][26] - Gross profit for Q4 was $4.8 million, with a gross margin of 14% [12][26] - The company ended Q4 with $50 million in cash, up 40% sequentially [13][30] Business Line Data and Key Metrics Changes - The DSA segment generated $19 million in revenue for 2024, with contracts covering 40 projects totaling over 2.8 gigawatts [17] - The IPP segment contributed 31% of total revenue and 64% of total gross profit [18] - In 2024, Emeren monetized about 200 megawatts of solar PV projects and 1.3 gigawatts of BESS projects [19] Market Data and Key Metrics Changes - Europe contributed over 70% of total revenue, while China contributed 19% [31] - The company has a strong pipeline with approximately 4.3 gigawatts of advanced-stage storage and 2.4 gigawatts of solar PV projects [23] Company Strategy and Development Direction - Emeren Group aims to scale profitably and drive long-term shareholder value through disciplined execution and a strong pipeline [14] - The company is focused on expanding its energy storage initiatives and has successfully closed several strategic transactions in Europe, the US, and China [14][16] - The opening of China's merchant power market in 2025 presents significant opportunities for the company [23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in executing growth strategies and achieving profitability in 2025, despite project sales timing delays [20][21] - The company anticipates full-year revenue in the range of $80 to $100 million for 2025, with a gross margin of 30% to 33% [31] Other Important Information - The company generated over $5 million in free cash flow in Q4, reinforcing its strong liquidity position [13] - The debt-to-asset ratio at the end of Q4 2024 was around 11.2% [30] Q&A Session Summary Question: What is the mix between DSA revenue and IPP revenue for 2025? - IPP revenue is expected to be between $28 to $30 million, while DSA revenue will be between $35 to $45 million, contributing almost 70% of total revenue [36] Question: What is the geographic mix of the additional $100 million in DSA revenue? - Approximately 70% of the DSA revenue will be from Europe and 30% from the US [41] Question: What is the expected cash generation or free cash flow outlook for 2025? - The company expects positive operating cash flow and a higher cash balance at the end of 2025 [45] Question: What is the size of the projects that were delayed and their impact on Q4 revenue? - The size of the delayed projects was around $10 million, which would have significantly impacted Q4 revenue [81] Question: What is the outlook for gross margins in the DSA segment? - The DSA segment's gross margins will vary, with early milestone payments having lower margins and later milestones having higher margins [85] Question: Is there a possibility of upside from the $100 million in DSA revenue being negotiated? - There is potential upside if the DSA agreements are signed in the next few months, which could positively impact 2025 revenue [91]

authID Inc. (NASDAQ:AUID) Q4 2024 Earnings Conference Call March 13, 2025 5:00 PM ET Company Participants Graham Arad - General Counsel Rhon Daguro - CEO Ed Sellitto - CFO Conference Call Participants Ricky Solomon - Wilmot Advisors Operator Good afternoon, everyone, and thank you for your participation in today's conference call to discuss authID Inc.'s fourth quarter and full year 2024 financial results. I would now like to turn the call over to authID Inc.'s General Counsel, Graham Arad. Graham, please g ...