JFrog (FROG) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Jeffrey Schreiner - VP-IRShlomi Ben Haim - Co-Founder and CEOEd Grabscheid - Chief Financial OfficerPinjalim Bora - Executive Director, Equity ResearchMatthew Calitri - Equity Research AssociateSanjit Singh - Executive DirectorBrad Reback - Managing DirectorW. Miller Jump - Vice President, Equity ResearchEamon Coughlin - Vice President, Software Equity ResearchKoji Ikeda - Director - Enterprise Software Equity Research Conferen ...

Synaptics (SYNA) Q3 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Munjal Shah - Investor Relations OfficerKen Rizvi - Senior VP, Interim CEO & CFOVikram Gupta - Chief Product Officer, Senior VP & General Manager of IoT ProcessorsKrish Sankar - Managing DirectorSatish Ganesan - Chief Strategy Officer, Senior VP & General Manager of Intelligent Sensing DivisionVenkat Kodavati - Senior VP & GM of Wireless Products Conference Call Participants Quinn Bolton - Senior AnalystChristopher Rolland ...

Sweetgreen (SG) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Rebecca Nounou - IRJonathan Neman - Co-Founder and CEOMitch Reback - CFOZach Ogden - VP - Equity ResearchRahul Krotthapalli - Vice President - Equity Research Conference Call Participants Jon Tower - AnalystSara Senatore - AnalystSharon Zackfia - Partner & Head of Consumer Equity Research & Analyst - Restaurants, Lifestyle & Leisure BrandsLogan Reich - AnalystBrian Mullan - Director & Senior Research AnalystBrian Bittner - S ...

MP Materials (MP) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Martin Sheehan - SVP, IRJames Litinsky - Founder, Chairman & CEORyan Corbett - CFOMichael Rosenthal - Founder and COODavid Deckelbaum - Managing Director: Sustainability & Energy TransitionBill Peterson - Equity Research Conference Call Participants Laurence Alexander - AnalystMatthew Summerville - Equity AnalystBen Kallo - Senior Research AnalystCorinne Blanchard - Analyst Operator Hello, and welcome to the MP Materials f ...

Hub Group (HUBG) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Phillip Yeager - President, CEO & Vice Chairman of the BoardKevin Beth - Executive VP, CFO & TreasurerJ. Bruce Chan - DirectorUday Khanapurkar - Equity Research AssociateJonathan Chappell - Senior Managing Director Conference Call Participants Scott Group - MD & Senior AnalystBascome Majors - Senior Equity Research AnalystBrian Ossenbeck - MD - Senior Analyst, TransportationTom Wadewitz - Senior Equity Research AnalystChris ...

Grindr (GRND) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Tolu Adeofe - Director - IRGeorge Arison - CEO & Executive DirectorVandana Mehta-Krantz - Chief Financial OfficerLogan Whalley - VP - Equity ResearchEric Sheridan - Managing Director Conference Call Participants None - Analyst Operator Good afternoon. My name is Krista, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Grindr First Quarter twenty twenty five Earnings Conference C ...

Dropbox (DBX) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Peter Stabler - Vice President, Head of Investor RelationsDrew Houston - Co Founder and CEOTim Regan - CFORishi Jaluria - Managing DirectorMatt Bullock - Equity Research Associate Conference Call Participants Steve Enders - AnalystAlex Hoa Nguyen - Equity AnalystPatrick Walravens - Analyst Operator Hello, and welcome to Dropbox First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a l ...

RingCentral (RNG) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Vaibhav Agarwal - Chief Transformation Officer and Deputy CFOVlad Shmunis - Founder, Chairman and Chief Executive OfficerKira Makagon - President & Chief Operating OfficerAbhey Lamba - Chief Financial OfficerBilly Fitzsimmons - VP - Equity ResearchPeter Levine - Managing DirectorJessica Wang - Equity Research Associate Conference Call Participants Meta Marshall - AnalystKash Rangan - AnalystCatharine Trebnick - Senior Rese ...

Financial Data and Key Metrics Changes - Revenue in Q1 increased by 28.7% year over year, reaching $1.36 billion, while adjusted EBITDA was a record $15.6 million, a significant improvement from a loss of $20.1 million in the previous year [4][20][25] - Total transactions increased by 27.8%, with organic transactions up 7.3%, contrasting with a 2.1% decline in the overall market [4][21] - The company generated $19.5 million in free cash flow, marking a new record for Q1 and an improvement from $5.9 million in the same quarter last year [26] Business Line Data and Key Metrics Changes - The title and escrow business saw strong momentum, with attach rates up 695 basis points year over year [6] - Principal agent retention grew to 96.6%, an increase of 30 basis points year over year, indicating strong agent loyalty [5] Market Data and Key Metrics Changes - Market share increased to 6%, up 125 basis points year over year and 95 basis points from Q4 [22] - Gross transaction value reached $52 billion, reflecting a 30.7% increase from the previous year [22] Company Strategy and Development Direction - The company aims to control organic operating expenses at a growth rate of 3% to 4% annually while expanding its agent base and enhancing agent productivity through its platform [14][15] - The acquisition of Christie's International Real Estate is expected to empower independent brokerages and enhance the company's market presence [6][24] Management's Comments on Operating Environment and Future Outlook - Management noted that the volatility in March was due to market uncertainty related to tariff discussions, but they expect a recovery in transactions as stability returns to the market [20][44] - The company believes that the demand for homes is merely deferred rather than eliminated, anticipating that full-year transactions will align with previous expectations if market stability is maintained [44] Other Important Information - The company completed the acquisition of Christie's International Real Estate on January 13, 2025, which is expected to positively impact financial metrics and operational synergies [24][27] - The weighted average share count for Q1 was 550 million, with an expected increase due to the acquisition-related share issuance [27] Q&A Session Summary Question: What was revenue growth tracking ahead of the disruption in March? - Management indicated that revenue was tracking close to the midpoint of guidance before the March volatility, with April tracking expectations [40] Question: What is the latest with NAR's clear cooperation policy? - Management confirmed that the three-phase marketing strategy complies with NAR's updated policies and emphasizes homeowner choice [50][52] Question: How is the company addressing agent recruitment post-NAR changes? - Management reported strong organic recruitment, with 700 new agents added in Q1, indicating continued demand for the company's value proposition [61] Question: What are the churn trends in the quarter? - Churn was in line with historical levels, with no significant changes noted, and the company added agents instead of experiencing churn from the Christie's acquisition [75] Question: What does success look like for the three-phase marketing strategy? - Success is defined by agents continuing to differentiate themselves, gaining more listings, and achieving better terms for sellers [73][74]

SoundHound AI (SOUN) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Scott Smith - Head of Investor RelationsKeyvan Mohajer - Co-Founder & CEONitesh Sharan - Chief Financial OfficerGil Luria - Head of Technology Research Conference Call Participants Leo Carpio - Equity Research AnalystVijay Dewar - AnalystScott Buck - Managing Director & Senior Technology Analyst Operator and thank you for standing by. Welcome to the Soundhound First Quarter twenty twenty five Earnings Conference Call. A ...