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National Research Corporation (NRC) Q4 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-03 22:40
Core Viewpoint - NRC Health is conducting its earnings conference call for the fourth quarter of 2025, highlighting the company's financial performance and future expectations [2][4]. Group 1: Company Overview - The earnings call is moderated by Victoria, with key participants including CEO Trent Green and CFO Shane Harrison [2]. - The earnings press release has been made available on the Investor Relations section of NRC Health's website [2]. Group 2: Financial Reporting - The call will include forward-looking statements regarding the company's expected future results, which may differ from actual results due to various risks and uncertainties [3]. - References to non-GAAP financial measures will be made during the call, with additional information provided in the earnings press release [4].
National Research (NRC) - 2025 Q4 - Earnings Call Transcript
2026-02-03 22:32
National Research (NasdaqGS:NRC) Q4 2025 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsJordan Freeman - Head of Investor RelationsShane Harrison - CFOTrent Green - CEOOperatorGood afternoon. Thank you for attending today's NRC fourth quarter 2025 results. My name is Victoria, and I'll be your moderator today. I would now like to pass the conference over to Jordan Freeman. Thank you. You may proceed, Jordan.Jordan FreemanWelcome to NRC Health Earnings Conference Call for the fourth quarter ...
National Research (NRC) - 2025 Q4 - Earnings Call Transcript
2026-02-03 22:32
Financial Data and Key Metrics Changes - Revenue for Q4 2025 was $35 million, down 5% year-over-year but up 2% sequentially from Q3 2025 [17] - Adjusted EBITDA for Q4 was $8.7 million, with an adjusted net income of $3.4 million and adjusted EPS of 16 cents per share [18] - Full year 2025 revenue was $137.4 million, down 4% from 2024, but TRCV grew by 8% in 2025, indicating potential revenue growth in 2026 [19] Business Line Data and Key Metrics Changes - Total Recurring Contract Value (TRCV) reached $144 million, up 8% year-over-year, marking the fifth consecutive quarter of sequential TRCV growth [4][17] - New sales increased by 86% year-over-year, reflecting effective sales strategies and customer engagement [5] Market Data and Key Metrics Changes - NRC Health serves 74% of the top 100 health systems in the U.S., indicating strong market presence and trust [9] - The company reported a Net Promoter Score of 68, reflecting high customer satisfaction [9] Company Strategy and Development Direction - The company is focused on enhancing its product portfolio and customer engagement strategies to drive growth [5][12] - Investment in AI and product innovation is a strategic priority to deepen differentiation and expand the addressable market [13] - The leadership team has been strengthened to support growth, with a focus on combining healthcare operations expertise with technology [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to create lasting value amidst the complexities of the healthcare landscape [24] - The company anticipates that the restructuring of its go-to-market strategy will provide a meaningful tailwind through 2026 [12] Other Important Information - The company maintained a disciplined approach to capital allocation, balancing investments in growth with returns to shareholders through dividends and share repurchases [21][22] - The adjusted EBITDA margin for 2025 was 29%, showcasing strong profitability despite revenue decline [19] Q&A Session Summary - No specific questions or answers were provided in the content, indicating a focus on the presentation rather than an interactive Q&A session.
National Research (NRC) - 2025 Q4 - Earnings Call Transcript
2026-02-03 22:30
National Research (NasdaqGS:NRC) Q4 2025 Earnings call February 03, 2026 04:30 PM ET Speaker1Good afternoon. Thank you for attending today's NRC fourth quarter 2025 results. My name is Victoria, and I'll be your moderator today. I would now like to pass the conference over to Jordan Freeman. Thank you. You may proceed, Jordan.Speaker0Welcome to NRC Health Earnings Conference Call for the fourth quarter ended December 31, 2025. I wanted to first let you know that we've posted our earnings press release to th ...
National Research (NRC) - 2025 Q4 - Annual Results
2026-02-03 14:06
Exhibit 99.1 1245 Q Street, Lincoln, NE 68508 P: 1 800 388 4264 | F: 402 475 9061 nrchealth.com NRC HEALTH ANNOUNCES FOURTH QUARTER 2025 RESULTS Fourth quarter TRCV* increased 8% year-over-year to $144.1 million Cash flow from operations increased 13% year-over-year to $7.2 million LINCOLN, Nebraska, February 3, 2026 — National Research Corporation, dba NRC Health, (NASDAQ: NRC), a leader in healthcare experience improvement solutions, today announced results for the fourth quarter 2025. "Our fourth quarter ...
National Research (NasdaqGS:NRC) Update / briefing Transcript
2026-01-27 19:02
Summary of National Research (NasdaqGS:NRC) Update / Briefing Company and Industry Overview - **Company**: National Research Corporation (NRC) - **Industry**: Healthcare, specifically focusing on patient experience metrics such as HCAHPS (Hospital Consumer Assessment of Healthcare Providers and Systems) and NPS (Net Promoter Score) Core Points and Arguments 1. **Conflicting Data from HCAHPS and Patient Feedback**: The call discussed the challenges when HCAHPS results and data from patient feedback platforms provide conflicting information, which can create uncertainty in measuring patient experience [3][4][10] 2. **Importance of Long-Term Trends**: Emphasized the need to analyze long-term trends rather than short-term fluctuations to accurately assess performance and improvements in patient experience [6][9][10] 3. **Consequences of Ignoring Metrics**: Organizations that do not pay attention to both HCAHPS and NPS may experience analysis paralysis, leading to missed opportunities for improvement and potential financial losses due to HCAHPS scores affecting Medicare payments [11][12] 4. **Demographic Insights**: A significant portion of HCAHPS responses (63% or more) come from patients aged 65 and over, which may skew results and complicate efforts to improve patient experience across different age groups [12][13] 5. **Timely Feedback and Service Recovery**: Quick feedback is crucial for improving patient experience and can lead to better service recovery outcomes, which can enhance loyalty among patients [16][19] 6. **Real-Time Feedback Impact**: Organizations that utilize real-time feedback effectively tend to improve faster on HCAHPS metrics, with notable improvements in staff responsiveness and overall hospital ratings [22][23] 7. **Behavioral Focus**: The discussion highlighted the importance of focusing on specific behaviors that drive patient satisfaction rather than solely on metrics, suggesting that understanding the underlying behaviors can lead to better patient interactions [20][59] Additional Important Insights 1. **Financial Implications of HCAHPS**: Performance on HCAHPS can account for up to 25% of a hospital's total performance score under the CMS Value-Based Purchasing Program, impacting Medicare payments significantly [11] 2. **Patient Loyalty and Communication**: The call noted that effective communication, particularly from nursing staff, is critical for patient loyalty, especially among younger generations who may not respond to HCAHPS as favorably as older patients [15][26] 3. **Sampling Strategies for Feedback**: Recommendations were made for hospitals with low patient volumes to focus on emergency department experiences to gather actionable feedback that can influence HCAHPS scores [39][40] 4. **Cultural Change in Service Recovery**: The importance of cultivating a culture of service-minded leadership was discussed, emphasizing the need for executive leadership to engage with staff and patients to foster accountability and support [48][49] This summary encapsulates the key points discussed during the National Research briefing, focusing on the interplay between patient feedback metrics and the implications for healthcare organizations.
Nations Royalty Announces CEO Transition
TMX Newsfile· 2026-01-06 22:00
Vancouver, British Columbia--(Newsfile Corp. - January 6, 2026) - Nations Royalty Corp. (TSXV: NRC) (OTCQB: NRYCF) (FSE: Y96) ("Nations Royalty" or the "Company") is pleased to announce the appointment of Derrick Pattenden as President and Chief Executive Officer ("CEO") of the Company, effective immediately.Mr. Pattenden succeeds Robert McLeod, who has served as founder, CEO, and Director of the Company since its inception. Mr. McLeod will continue to serve as a Director to the Company for the foreseeable ...
NRC Greenlights Constellation's $167 Million Digital Modernization Plan for Limerick Clean Energy Center; State-of-the-Art Technology Upgrades Will Enhance Reliability, Diagnostic Capability and Cyber Resilience
Businesswire· 2026-01-06 15:23
Core Insights - Constellation has received approval from the NRC for a License Amendment Request related to the Digital Modernization Project at the Limerick Clean Energy Center [1] Company Summary - The NRC's approval is a significant step for Constellation in advancing its digital modernization efforts at the Limerick Clean Energy Center [1]
National Research Stock: The Turnaround Is Invisible Until It Isn't (NASDAQ:NRC)
Seeking Alpha· 2026-01-03 07:53
Core Insights - National Research Corp. (NRC) is identified as a high-quality subscription business with a modest EBITDA multiple, currently transitioning from contraction to growth [1] - The investment strategy focuses on identifying mispriced opportunities in the market, particularly in cyclical industries, energy, industrials, and under-followed mid-caps [1] - The approach emphasizes cash flow durability, balance sheet strength, and the risks associated with different capital structures, aiming to capitalize on situations where market sentiment lags behind reality [1] Company Analysis - NRC's fundamentals are showing signs of improvement, suggesting a potential inflection point that the market may recognize early [1] - The company is positioned in a sector where expectations can often become detached from actual performance, creating investment opportunities [1] - The focus on asymmetric setups indicates that NRC may have already faced market punishment while its fundamentals are stabilizing or improving [1]
Nations Royalty Announces AGSM Results
TMX Newsfile· 2025-12-17 22:23
Core Points - Nations Royalty Corp. held its Annual General & Special Meeting on December 16, 2025, where shareholders voted in favor of all business items, including the election of directors and the appointment of the auditor [1][2] - A total of 120,281,958 votes were cast, representing 83.09% of the total outstanding shares, with all director nominees receiving overwhelming support [2] - The company aims to unite First Nations and Indigenous groups across Canada, inviting external investors to participate as shareholders, focusing on economic reconciliation and capacity building for Indigenous Peoples [3] Director Elections - The following director nominees were elected with nearly unanimous support: - Alexander Morrison: 120,275,253 votes (99.99%) - Edward Clayton: 120,281,258 votes (99.99%) - Robert McLeod: 120,275,283 votes (99.99%) - Saga Williams: 120,281,258 votes (99.99%) - Derrick Pattenden: 120,275,283 votes (99.99%) [2] Company Vision and Operations - Nations Royalty Corp. focuses on combining royalties, income, and commodity streams from resource projects, leveraging the growth potential typical of publicly traded royalty companies [3] - The company has established five annual benefit payment entitlements related to various properties in Canada, including high-grade gold and copper-gold-silver-molybdenum deposits [4][6]