Ryan Specialty Group (RYAN) Q1 2025 Earnings Call May 01, 2025 04:45 PM ET Speaker0 Good afternoon, and thank you for joining us today for Ryan Specialty Holdings first quarter twenty twenty five earnings conference call. In addition to this call, the company filed a press release with the SEC earlier this afternoon, which has also been posted to its website at ryanspecialty.com. On today's call, management's prepared remarks and answers to your questions may contain forward looking statements. Investors sh ...

Pros (PRO) Q1 2025 Earnings Call May 01, 2025 04:45 PM ET Speaker0 Welcome to the PROS Holdings First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I would now like to turn the conference call over to Belinda Oberdebutt, Senior Director of Investor Relations. Speaker1 Thank you, operator. Good afternoon, everyone, and thank you ...

Hologic (HOLX) Q2 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Michael Watts - Vice President of Investor Relations & Corporate CommunicationsStephen MacMillan - Chairman, CEO & PresidentEssex Mitchell - Chief Operating OfficerKarleen Oberton - CFOPuneet Souda - Senior MDAnthony Petrone - Managing DirectorJoseph Stringer - Managing Director, Equity ResearchLu Li - Healthcare Equity Research, DirectorCasey Woodring - Vice President - Equity ResearchAvery Kriss - Equity Research AssociateA ...

Financial Data and Key Metrics Changes - The company reported worldwide revenue of $1,036 million for Q1 2025, a 12% increase compared to $921 million in Q1 2024, with organic revenue growth of 14% [20][21] - U.S. revenue totaled $751 million for Q1 2025, up 15% from $653 million in Q1 2024 [21] - International revenue grew 7% to $286 million, with international organic revenue growth at 12% for the first quarter [24] - Gross profit was $596.2 million, representing 57.5% of revenue, down from 61.8% in Q1 2024 [26] - Operating income was $143.1 million, or 13.8% of revenue, compared to $140.2 million in the same quarter of 2024 [27] - Net income for Q1 was $127.7 million, or $0.32 per share [28] Business Line Data and Key Metrics Changes - The company experienced record new customer demand, particularly from the Type 2 non-insulin using population, indicating strong growth in this segment [10][11] - The introduction of Stello, the first over-the-counter CGM, and the CELLo biosensor has attracted a wide range of new customers [14][15] - The company is focusing on expanding its commercial reach and enhancing customer experience through software updates and broader distribution [15][16] Market Data and Key Metrics Changes - The company secured access at two of the three largest PBMs for diabetes patients, which is expected to cover nearly six million people with Type 2 diabetes by the end of the year [12][13] - International business showed strength in Japan and France, with continued growth in the DexCom One platform [25] Company Strategy and Development Direction - The company aims to build on momentum through targeted awareness campaigns and advocating for broader Type 2 coverage [12] - The introduction of new technologies and broader access is a key focus, with plans to launch the fifteen-day G7 system in the second half of the year [18][19] - The company is committed to addressing FDA recommendations following a warning letter and is working on corrective actions [17][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating supply dynamics and maintaining customer support during transitions [9][10] - The company is optimistic about future growth, reaffirming its revenue guidance of $4.6 billion for the year, representing 14% growth [29] - Management highlighted the importance of evidence in driving changes to standards of care and unlocking broader access globally [13] Other Important Information - The company announced a $750 million share repurchase program, reflecting confidence in its financial position [28] - Management emphasized the importance of operational efficiency and investments in technology to support growth [100][101] Q&A Session Summary Question: Did supply have any impact on the revenue growth? - Management indicated that they exited the quarter with normal supply levels, and the revenue figures reflect a normalized pattern [38] Question: Why is the full year guidance unchanged despite strong Q1 growth? - Management stated that it is early in the year, and they want to see how the rest of the year unfolds before making changes to guidance [45] Question: What are the trends in Type 2 patient utilization and reorder rates? - Management noted good retention rates in the Type 2 population, particularly with reimbursement, and strong utilization among Stellar users [53][54] Question: How exposed is the company to a potential recession? - Management believes they are well-positioned to weather economic downturns due to the cost-saving benefits of their products [62][64] Question: What is the status of the fifteen-day sensor rollout? - Management confirmed that they are working on compatibility with pump partners and securing coverage for the new product [92][93] Question: What is the path for Medicare coverage for non-insulin using Type 2 patients? - Management is actively working with CMS for approval and gathering evidence to support their case [116][119]

Airbnb (ABNB) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Angela Yang - Director of Investor RelationsBrian Chesky - Co-Founder and CEOEllie Mertz - Chief Financial OfficerJustin post - Managing DirectorRichard Clarke - Managing DirectorMark Mahaney - Senior Managing DirectorJed Kelly - Managing Director - Equity ResearchLee Horowitz - Co-Head Internet Equity ResearchRon Josey - Managing DirectorJustin Patterson - Managing DirectorKevin Kopelman - Managing Director - Equity Research ...

Stryker (SYK) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Kevin Lobo - Chair and CEOJason Beach - Vice President of Finance & Investor RelationsPreston Wells - VP & Group CFO of Orthopaedics and SpineJoanne Wuensch. - Managing DirectorTravis Steed - Managing Director - Equity ResearchVijay Kumar - Senior Managing DirectorDavid Roman - Managing DirectorPatrick Wood - Managing DirectorCaitlin Cronin - DirectorMatthew Taylor - Managing Director Conference Call Participants Robert Marcus ...

BioMarin Pharmaceutical (BMRN) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Traci McCarty - Group Vice President of Investor RelationsAlexander Hardy - President and Chief Executive OfficerBrian Mueller - CFO & EVPCristin Hubbard - Executive VP & Chief Commercial OfficerGreg Friberg - Executive Vice President, Chief Research & Development OfficerPhilip Nadeau - MD, Health Care – BiotechnologyTommie Reerink - Biotech Equity Research AssociateJenny Gonzalez-Armenta - Equity Research Ass ...

Amgen (AMGN) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Justin Claeys - VP of IRRobert Bradway - Chairman, CEO & PresidentMurdo Gordon - Executive VP of Global Commercial OperationsJames Bradner - Executive VP of Research & Development and Chief Scientific OfficerPeter Griffith - Executive VP & CFOSalveen Richter - Biotechnolgy Equity ResearchMike Yee - Managing DirectorChris Schott - Managing DirectorUmer Raffat - Senior Managing DirectorMatt Phipps - Group Head - BiotechnologyAlex ...

Zeta Global (ZETA) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Greetings, and welcome to the ZETA First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. It is now my pleasure to introduce your host, Matt Vaugh, Senior Vice President of Investor Relations. Thank you, sir. You may begin. Speaker1 Thank you, operator. Hello, everyone, and thank you for joining us fo ...

Summit Therapeutics (SMMT) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Thank you for standing by. Hello, and welcome to the Summit Therapeutics Q1 twenty twenty five Earnings Conference Call. I would now like to turn the call over to our Chief Business and Strategy Officer, Dave Van Carrs. Please go ahead, sir. Speaker1 Good afternoon, and thank you for joining us. A press release was issued earlier this afternoon and is available on the homepage of our website. Our Form 10 Q was also filed and ...