SS&C (SSNC) FY Conference May 13, 2025 04:30 PM ET Speaker0 Great. Hello everyone. My name is Alexey Gogolov, and today I'm delighted to welcome at our Boston TMC conference SS and C CFO, Brian Shell, and company IR, Chand Madaca. Wonderful to see you both at our conference. And, I hope that you, Brian and Chand, are getting along well since that Broncos Chiefs game back in January. And speaking of competition, Brian, maybe you could start by elaborating a bit more on the competitive environment for each of ...

Lamar Advertising Company (LAMR) FY Conference May 13, 2025 04:30 PM ET Speaker0 Okay. Great. Happy to have back at the conference from Lamar Advertising, Sean Reilly, President and CEO. Sean, thanks for being here. Hey. Thanks for having me, David. Appreciate it. Let's start with this. So we could go, you were right here in Boston for the OAAA Industry Conference. How was the mood at the event? Any interesting learnings coming out of it? Speaker1 Yeah. The mood was very constructive. I'm not saying it was ...

Frontdoor (FTDR) FY Conference May 13, 2025 03:50 PM ET Speaker0 Hi. Good afternoon, everyone. Corey Carpenter, Internet analyst at JPMorgan. Happy to have Frontdoor chairman and CEO, Bill Cobb, and CFO, Jessica Ross, with me today. Akhil has been CEO since 2022, chairman since before the service master spin, and Jessica joined in 2022 from Salesforce. So thank you both for joining. Hi, Corey. I got plenty of questions to go through. We'll open it up at this time, though, at the end for q and a. I think eve ...

Clear Channel Outdoor (CCO) FY Conference May 13, 2025 03:50 PM ET Speaker0 All right. We'll get started. We are happy to have back from Clear Channel Outdoor, Scott Wells, President and CEO and David Saylor, EVP and CFO. Guys, thanks for being here. Speaker1 Thanks for having us. Speaker2 Thank you. Speaker0 I'll start with this. Clear Channel is at a pivotal moment, having completed the sale of most of its international businesses. With your now U. S. Exclusive footprint? Maybe you can discuss high level ...

Intapp (INTA) FY Conference May 13, 2025 03:50 PM ET Speaker0 Hello, everyone. My name is Alexey Goglef, and today, I'm, delighted to welcome back to Boston TMC the Intact Group CEO, John Hall, and, CFO, Dave Morton. Welcome. Thank you for joining. And, John, I guess, maybe we could start, with an overview of the business. Obviously, it's been public for four years. But, maybe for those that are less familiar with, some of the verticals that you serve, you could perhaps give us a breakdown of the ARR and ta ...

Summary of Carvana's Conference Call Company Overview - **Company**: Carvana - **Industry**: Automotive Retail Key Points and Arguments Long-Term Targets - Carvana aims for 3,000,000 units sold in 5 to 10 years with a volume CAGR of 20% to 40% and EBITDA margins of 13.5% [3][5][8] - Current production capacity is growing at an average of 80 units per week, with plans to increase to 180 units per week to meet targets [5][7] Market Share and Demand - Carvana currently holds about 1% of the market, with the target of reaching 7.5% market share [8] - The company believes demand for its services is strong due to a desirable customer experience and consistent economic offerings [9][11] Growth Strategy - The growth strategy includes enhancing customer experience through faster delivery, broader selection, and improved inventory pools [14][15] - Historical data shows that as markets mature, growth is driven by word-of-mouth and local customer experiences [16][17] Supply Chain Management - Carvana acknowledges that sourcing used cars is a challenge but believes that the existing market structure supports their growth [20][22] - The company plans to access various supply channels, including lease returns and auctions, to ensure a steady supply of vehicles [27][29] Financial Metrics and Margins - Carvana focuses on overall EBITDA margins rather than individual line items, emphasizing the importance of a holistic view of customer transactions [31][33] - The company has been increasing its profitability and aims to maintain flexibility in its margin strategy to support growth [42][45] Lending Business - The lending segment has seen significant improvements in gain on sale margins, attributed to better data utilization and credit scoring models [47][48] - The company believes auto loans are a mispriced asset, which could lead to further improvements in margins [50][51] Future Cash Flow Utilization - Carvana anticipates generating tens of billions in cash flow and plans to reduce net debt and potentially buy back stock [55][56] AI and Data Utilization - The company sees potential in leveraging its extensive data sets to enhance customer experiences and improve operational efficiency [68][71] Internal Debates - A recurring internal debate exists regarding the pace of growth, balancing rapid expansion with operational stability [72][73] Additional Important Insights - Carvana's growth trajectory has seen three distinct phases: rapid growth (2013-2021), strategic retrenchment (2022-2023), and renewed growth (2024-2025) [63][64] - The company emphasizes the importance of maintaining a competitive edge through superior customer experience and operational efficiency [40][41]

Uniti Group (UNIT) FY Conference May 13, 2025 03:50 PM ET Speaker0 Hi. My name is Richard Cho. I cover Communications Infrastructure for JPMorgan. Today, we're joined by Kenny Gunderman, President and CEO of Uniti Group. Thank you for joining us today. Speaker1 Thanks for having us, Richard. It's a pleasure to be here. Speaker0 For those that might not follow Uniti that closely, can you give us a quick summary of your assets and customer base? And what were or what are the key benefits to the proposed trans ...

Concentrix (CNXC) FY Conference Summary Company Overview - Concentrix is a leader in digital customer experience (CX) and business services outsourcing, having spun out from SYNNEX about four years ago [4][5] - The company generates nearly $10 billion in revenue, with an EBITDA margin of 16% to 16.5% and expects to generate free cash flow of $625 million to $650 million this year [5][6] - Concentrix is focused on long-term growth, investing in digital IT services, consulting, and AI products while maintaining a stable growth rate of 1.5% in constant currency [5][6] Industry Dynamics - The demand in the industry is stabilizing, with Concentrix experiencing growth through share gains and aligning with clients for opportunities [7][8] - Despite macroeconomic challenges, Concentrix has not seen significant impacts from tariffs or economic downturns [8][9] - The competitive landscape is evolving, with Concentrix competing against larger firms like Accenture and TCS, leveraging its domain expertise [12][13] AI and Technological Investments - Concentrix views generative AI as an opportunity rather than a risk, with plans to roll out AI-powered tools across over half of its clients [10][11] - The company has made significant investments in AI and technology to future-proof its business and enhance service offerings [11][27] - The iX Hello platform was launched to automate workflows and enhance customer experiences, with a focus on making the software more configurable for clients [17][20] Revenue Growth and Services - Concentrix has ancillary services generating over $1 billion, including B2B revenue generation, data analytics, and compliance services, which are expected to grow at mid-single digits [14][15] - The Catalyst business, focused on data engineering and CCaaS services, is also a key growth area [15][16] - The company is seeing strong performance in e-commerce and travel sectors, with ongoing share gains in consumer electronics [35] Capital Allocation and Financial Strategy - Concentrix plans to return over $240 million to shareholders through share repurchases and dividends, while also focusing on debt repayment [42][43] - The company has refinanced its debt to ensure it can meet obligations and improve its leverage profile [39][41] - The management is committed to using free cash flow for both shareholder returns and strategic investments [43][44] Future Outlook - Concentrix is optimistic about future growth, particularly in its ancillary services and product revenues, aiming for mid-single-digit growth [55] - The company believes that as it grows faster, it will unlock greater opportunities for investors, despite current market challenges [55] Key Takeaways - Concentrix is positioned as a resilient player in the digital CX space, adapting to technological changes and market dynamics [6][52] - The company’s strategic investments in AI and technology are expected to drive future growth and enhance competitive positioning [11][27] - Ongoing focus on capital allocation and debt management reflects a commitment to financial stability and shareholder value [42][43]

Fiverr (FVRR) FY Conference May 13, 2025 03:50 PM ET Speaker0 Alright. We're going to go ahead and get started. I'm Doug Yammit, JPMorgan's Internet analyst. Very happy to have with us Fiverr's Co Founder and CEO, Michal Kaufman and CFO, Oprah Katz. Fiverr is a global marketplace that connects freelancers and businesses through digital services in more than 700 categories, graphic design and copywriting to voice over music, AI services, many more. In the past twelve months, more than three and a half millio ...

Backblaze (BLZE) FY Conference May 13, 2025 03:45 PM ET Speaker0 Good? Perfect. Alright. Thank you for joining us for the at the end of the day here for the Needham May Tech Conference. This last one's gonna be a fireside with Clev Budman, CEO, founder over at Backblaze. Thanks for joining us. Looking forward to this. I have questions on my side, but would be great if you guys wanted to lob them in two. Maybe we can get a little bit lively at the end of Speaker1 the day, but we'll see. Speaker0 So with that ...