Farmer Bros. (FARM) Q3 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good afternoon and welcome to the Farmer Brothers Third Quarter Fiscal twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. As a reminder, this call is being recorded. Today, the company filed its Form 10 Q and issued its third quarter results press release, which are available on the Investor Relations section of the Farmer Brothers website at farmerbros.com. The release is also inc ...

Microchip (MCHP) Q4 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Mr. Steve Sankey, the Executive Chair, CEO and President. Thank you and you may proceed sir. Speaker1 Thank you, operator and good afternoon everyone. During the course of this conference call, we will be making projections and other forward looking statements regarding future events or the future financial performance of the company. We wis ...

JFrog (FROG) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Ladies and gentlemen, thank you for joining us, and welcome to JFrog's First Quarter twenty twenty five Financial Results Conference Call. After today's prepared remarks, we will host a question and answer session. I will now hand the conference over to Jeffrey Schreiner, VP, Investor Relations. Jeffrey, please go ahead. Speaker1 Thank you, Nicole. Good afternoon, and thank you for joining us as we review JFrog's first quarter twenty twent ...

Hub Group (HUBG) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Hello, and welcome to the Hub Group First Quarter twenty twenty five Earnings Conference Call. Phil Yeager, Hub's President, Chief Executive Officer and Vice Chairman and Kevin Beth, Chief Financial Officer and Treasurer are joining the call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the prepared remarks. In order for everyone to have an opportunity to participate, please ...

Live Ventures (LIVE) Q2 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good day, everyone, and welcome to the Live Ventures Fiscal Year Second Quarter twenty twenty five Conference Call. At this time, all participants are in a listen only mode. Later, we'll conduct a question and answer session. Now, I'd like to turn the call over to Rick Powell, Director of Investor Relations. Please go ahead, sir. Thank you, Elvis. Good afternoon, and welcome to the Live Ventures second quarter fiscal year twenty tw ...

Paysign (PAYS) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good afternoon. My name is Chelsea, and I will be your conference operator today. At this time, I would like to welcome everyone to the PaySign, Inc. First Quarter twenty twenty five Earnings Conference Call. After the speakers' remarks, there will be a question and answer session. As a reminder, this conference is being recorded. The comments on today's call regarding PaySign's financial results will be on a GAAP basis unless otherwise ...

Rumble (RUM) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good afternoon, ladies and gentlemen, and welcome to Rumble Incorporated's First Quarter twenty twenty five Earnings Call. All participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this event is being recorded. I would now like turn the conference over to Shannon Devine, Investor Relations for Rumble. Please go ahead. Speaker1 Thank you, operator. I'm here today with Chris Pa ...

Eastman Kodak Company (KODK) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good day, and thank you for standing by. Welcome to the Eastman Kodak Quarter One Earnings Conference Call. At this time, all participants are in a listen only mode. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Anthony Redding. Anthony, you may now begin. Speaker1 Thank you, and good afternoon, everyone. I am Anthony Redding, Eastman K ...

Organogenesis (ORGO) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Welcome, ladies and gentlemen, to the First Quarter twenty twenty five Earnings Conference Call for Organogenesis Holdings, Inc. At this time, all participants have been placed in a listen only mode. Please note that this conference call is being recorded and that the recording will be available on the company's website for replay shortly. Before we begin, I would like to remind everyone that our remarks today may contain forward l ...

Financial Data and Key Metrics Changes - In Q1 2025, revenue was impacted by delayed carrier promotions and FWA orders, but adjusted EBITDA exceeded expectations, indicating strong cost management despite softer hardware volumes [5][21] - Non-GAAP gross margin reached a record 47.5%, driven by a favorable revenue mix and sequential margin expansion in both product and services [22] - Adjusted EBITDA for Q1 2025 was $3.7 million, more than double the prior year quarter, with an adjusted EBITDA margin of 11.6% [23] Business Line Data and Key Metrics Changes - Mobile hotspot revenue grew over 16% year-over-year, while services revenue increased nearly 50% year-over-year, primarily due to the strength of the subscribed SaaS platform [21][22] - The company is focusing on expanding its FWA and MiFi business, with new product plans introduced to diversify its customer base [9][10] Market Data and Key Metrics Changes - The company is targeting large Tier one carriers and multiple system operators (MSOs) to expand its market presence, indicating a shift towards a broader customer base [9][10] - The competitive landscape remains challenging, but the company believes its American-based IP and improved operational efficiency position it well against competitors [39] Company Strategy and Development Direction - The company is transitioning from a hardware-centric model to a full solution provider, focusing on software-defined wireless networking solutions [8][14] - Key strategic initiatives include scaling the FWA and MiFi business and accelerating the software and services roadmap to enhance its solution offerings [8][14] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about the business prospects for 2025, expecting sequential revenue growth starting in Q2, particularly in FWA revenue [26] - The company is actively managing its supply chain and operational efficiency to mitigate potential disruptions from the macroeconomic environment [12][39] Other Important Information - The company successfully reduced its total debt to $41 million after paying off $15 million in convertible notes [24] - The leadership team has been strengthened with new talent, including George Mulhern, former CEO of Cradlepoint, to support the company's transformation [17] Q&A Session Summary Question: Concerns about pipeline opportunities slipping into 2026 - Management does not see any movement of the pipeline from their customer base, particularly among large North American carriers [30] Question: Potential revenue upside from the T-Mobile Partner Plus program - The partnership with T-Mobile is expected to create pull on the channel program products through investment subsidies [31] Question: Free cash flow expectations for 2025 - Management targets positive free cash flow for the year, with expectations for improvement in the second half [32] Question: Update on channel strategy and potential large deals - Confidence in closing a large channel deal within the quarter, with ongoing investments in broadening the solution portfolio [35][36] Question: Competitive landscape and geopolitical impacts - The company believes its operational efficiency and American-based IP provide a competitive edge despite geopolitical challenges [39] Question: Long-term gross margin targets and operating expenses - Management has not provided a specific target model yet but anticipates gross margins in the high 30s, depending on the mix of software and product revenue [40][42]