Lumen Technologies (LUMN) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Speaker0 Greetings, and welcome to the Lumen Technologies First Quarter twenty twenty five Earnings Call. During the presentation, all lines will be in a listen only mode. Afterwards, we will conduct a question and answer session. As a reminder, this conference is being recorded Thursday, 05/01/2025. Your speakers for today are Kate Johnson, CEO and Chris Stansberry, CFO. I would now like to turn the conference over to Jim Brink, Senio ...

Beazer Homes USA (BZH) Q2 2025 Earnings Call May 01, 2025 05:00 PM ET Speaker0 Good afternoon, and welcome to the Beazer Homes Earnings Conference Call for the Second Quarter and Fiscal Year Ended 03/31/2025. Today's call is being recorded and a replay will be available on the company's website later today. In addition, PowerPoint slides intended to accompany this call are available in the Investor Relations section of the company's website at www.beazer.com. At this point, I will turn the call over to Davi ...

Monolithic Power Systems (MPWR) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Speaker0 Everyone to the MPS first quarter twenty twenty five earnings webinar. My name is Genevieve Cunningham and I will be the moderator for this webinar. Joining me today are Michael Singh, CEO and Founder of MPS Bernie Blegen, EVP and CFO and Tony Balo, Vice President of Finance. Earlier today, along with our earnings announcement, MPS released a written commentary on the results of our operations. Both documents can be foun ...

Roku (ROKU) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Speaker0 be advised today's conference is being recorded. I would now like to turn the conference over to your speaker today, Conrad Grodd, Vice President, Investor Relations. Please go ahead. Speaker1 Thank you, operator. Welcome to Roku's first quarter twenty twenty five earnings call. On today's call are Anthony Wood, Roku's Founder and CEO Dan Jeddah, our CFO Charlie Collier, president, Roku Media and Mustafa Oskin, president, devices. Our full ...

LeMaitre Vascular (LMAT) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Speaker0 Welcome to the Lomate Vascular First Quarter twenty twenty five Financial Results Conference Call. As a reminder, today's call is being recorded. At this time, I would like to turn the call over to Mr. Dorian LeBlanc, Chief Financial Officer of Lemaitre Vascular. Please go ahead, sir. Speaker1 Thank you, operator. Good afternoon, and thank you for joining us on our Q1 twenty twenty five conference call. With me on today's call ...

Alignment Healthcare (ALHC) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Speaker0 Good afternoon, and welcome to Alignment Healthcare's First Quarter twenty twenty five Earnings Conference Call and Webcast. At this time, all participants are in a listen only mode. After the speaker presentation, Speaker1 there will be a Speaker0 question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand has been ...

Financial Data and Key Metrics Changes - Twilio reported Q1 2025 revenue of $1,172,000,000, representing a 12% year-over-year increase, marking the third consecutive quarter of double-digit revenue growth [5][15][20] - Non-GAAP income from operations reached a record $213,000,000, up 34% year-over-year, with a non-GAAP operating margin of 18.2%, an increase of 300 basis points year-over-year [15][18][20] - Free cash flow for the quarter was $178,000,000, despite a $122,000,000 payment related to annual cash bonuses [19][20] Business Line Data and Key Metrics Changes - Revenue from the Communications business was $1,097,000,000, up 13% year-over-year, driven by growth in messaging both in the U.S. and internationally [15][16] - Segment revenue was $76,000,000, reflecting a 1% year-over-year increase, with improvements in leading indicator metrics such as AE productivity and win rates [16][18] - The dollar-based net expansion rate for the Communications segment was 108%, while the Segment's rate was 94% [17] Market Data and Key Metrics Changes - All top five verticals, including financial services, tech, professional services, retail, and e-commerce, experienced growth in Q1 [29][30] - International messaging revenue mix increased year-over-year for the first time in over two years, contributing to the overall growth [60] Company Strategy and Development Direction - The company is focused on innovation, particularly in AI-driven products, and aims to enhance customer relationships through its platform [7][8][10] - Twilio is leveraging partnerships, such as with Eleven Labs, to enhance its AI voice capabilities and expand its product offerings [8][9] - The company is committed to maintaining price discipline and pursuing growth in international markets [60] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about Q2 and the remainder of the year, noting that there have been no significant adverse impacts from the macro environment as of April [6][21] - The company is taking a prudent approach to its outlook, incorporating conservatism in its guidance due to potential macro risks [21][30] - Management highlighted strong customer engagement and usage, indicating a healthy business environment despite broader economic uncertainties [21][52] Other Important Information - Twilio was recognized as a leader in the IDC MarketScape for CPaaS and by Omnia for its CDP universe leadership [10] - The company authorized a $2,000,000,000 share repurchase program, targeting to return an average of 50% of annual free cash flow to shareholders from 2025 through 2027 [20] Q&A Session Summary Question: What drove the upside to growth in the Communications segment in Q1? - Management noted broad strength across the business, particularly in messaging, with all top five verticals showing growth [28][29] Question: How do you see voice playing out over the medium term? - Management indicated that voice, driven by AI, is gaining traction, with increased interest from both new and existing customers [34][36] Question: Can you elaborate on multi-product adoption? - Management reported strong growth in customers adding multiple channels, particularly in advanced features and software add-ons [41][42] Question: How are you addressing competition in the market? - Management emphasized the importance of providing compelling solutions and differentiating through a broad set of capabilities [110] Question: What is the breakdown of use case mix across transactional versus marketing in messaging? - Management stated that the use case mix is roughly evenly split between verification, customer notification, and marketing [116]

Workiva (WK) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Speaker0 Good afternoon, ladies and gentlemen. My name is Nick, and I will be your host operator on this call. After the prepared remarks, we will conduct a question and answer session. Instructions will be provided at that time. Please note that this call is being recorded on 05/01/2025 at 5PM Eastern Time. I would now like to turn the meeting over to your host for today's call, Katie White, Senior Director of Investor Relations at Workiva. Please ...

Maplebear (CART) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Speaker0 Good day, and thank you for standing by. Welcome to Instacart's First Quarter twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please Please be advised that today's conference is being recorded. I would now like to hand the conference over to Rebecca Yoshiyama, VP of Investor Relations, Capital M ...

LendingTree (TREE) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Speaker0 Good day and thank you for standing by. Welcome to the LendingTree, Inc. First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. You will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again. Ple ...