Five9 (FIVN) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Thank you for joining us today. Certain statements made during the course of this conference call that are not historical facts, including those regarding the future financial performance and cash position of the company, expected improvements in financial and related metrics, expected ARR from certain customers, certain expected revenue mix shifts, customer growth, anticipated customer benefits from our solution, including from AI, the ex ...

Grid Dynamics (GDYN) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Good afternoon, everyone. Welcome to Grid Dynamics First Quarter twenty twenty five Earnings Conference Call. I'm Cary Savas, Director of Branding and Communications. Joining us on the call today are CEO, Leonard Lifshitz CFO, Anil Dorado CTO, Eugene Steinberg and SVP, Americas, Vasily Sizov. Following the prepared remarks, we will open the call to your questions. Please note that today's conference call is being recorded. Statemen ...

Amgen (AMGN) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 My name is Julianne, and I will be your conference facilitator today for the Amgen Q1 FY twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. There will be a question and answer session at the conclusion of the last speaker's prepared remarks. In order to ensure that everyone has a chance to participate, we would like to request that you limit yourself to asking one question durin ...

Asure Software (ASUR) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Good afternoon, and welcome to Asure's First Quarter twenty twenty five Earnings Conference Call. Joining us for today's call are Chairman and CEO, Pat Gopel Chief Financial Officer, John Pence and Vice President of Investor Relations, Patrick McKillop. Following their prepared remarks, there will be a question and answer session for the analysts and investors. I would now like to turn the call over to Patrick McKillop for introdu ...

El Pollo Loco (LOCO) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Good day ladies and gentlemen and thank you for standing by. Welcome to the El Polo Loco First Quarter twenty twenty five Earnings Conference Call. At this time, all participants have been placed in a listen only mode and the lines will be open for your questions following the presentation. Please note that this conference is being recorded today, 05/01/2025. And now I would like to turn the conference over to Ira Phills, the compa ...

Frontier Group Holdings (ULCC) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Good day, and thank you for standing by. Welcome to the Frontier Group Holdings Q1 twenty twenty one Earnings Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer will then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again. Please be advised that today's conference is being recorded. I wo ...

Cohu (COHU) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Good day, and thank you for standing by. Welcome to Cohu's First Quarter twenty twenty five Financial Results Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you'll need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. Please be advised that today's conferenc ...

Financial Data and Key Metrics Changes - Total revenue for the first quarter was $52.4 million, representing a 25% growth from the same period last year [19] - MRD revenue grew 34% year-over-year to $43.7 million, with clinical and pharma contributions of 65% and 35% respectively [19] - Sequencing gross margin improved by 17 percentage points year-over-year to 62% [6][21] - Operating expenses decreased by 9% to $82 million, driven by lower R&D spending [21] - Cash burn for the quarter was $23 million, a 38% improvement compared to the same period last year [6] Business Line Data and Key Metrics Changes - ClonoSEQ clinical revenue grew 55% year-over-year, with test volume reaching over 23,000, a 36% increase [8] - Blood-based testing contributed 44% of MRD tests in the US, up from 39% a year ago [9] - MRD Pharma revenue grew 11% year-over-year, with $4.5 million recognized in regulatory milestones [12] - Immune medicine revenue was $8.7 million, down 6% from a year ago, primarily due to a decrease in Genentech amortization [20] Market Data and Key Metrics Changes - The number of ordering healthcare providers grew 31% year-over-year, now exceeding 3,400 [10] - EMR integrations accelerated, with 27 live integrations including five of the top 10 accounts [10] - The contribution of DLBCL and MCL in MRD tests increased to 12% from 10% a year ago [9] Company Strategy and Development Direction - The company is focused on increasing the lifetime value of each clonoSEQ Medicare patient and expanding its market presence in blood-based testing [6][14] - Strategic goals include achieving over 45% of clonoSEQ testing done in blood, launching Onco EMR with Flatiron, and beginning phase one testing with NeoGenomics [14] - The company aims to be adjusted EBITDA positive in the second half of the year [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving raised full-year guidance due to strong first-quarter performance and sustained momentum [24] - The company anticipates approximately 30% growth in clonoSEQ test volumes for 2025 compared to 2024 [22] - Management noted minimal exposure to tariffs and NIH funding pressures, highlighting a solid cash position of $233 million [7] Other Important Information - The company is raising its full-year MRD revenue guidance to a range of $180 million to $190 million [22] - Operating expense guidance has been lowered to a range of $335 million to $345 million [23] - Cash burn guidance has also been reduced to a range of $50 million to $60 million [23] Q&A Session Summary Question: Specific indications seeing growth and contribution trends - Management noted strong sequential growth across all indications, particularly in lymphoma indications like DLBCL and MCL [26][27] Question: Updates on EMR integration and growth quantification - Management reported significant growth in accounts that have been live for at least a year, with six of seven accounts exceeding 75% year-over-year growth [30][31] Question: Drivers of clonoSEQ volume growth and weather impact - Management confirmed no notable weather impacts and attributed growth to DLBCL and MCL, along with EMR integrations [36][37] Question: Milestone payments and funnel growth - Management indicated that more milestones are becoming available, providing clarity and confidence in the 2025 outlook [41][43] Question: Pricing and contracting discussions - Management emphasized discipline in pricing, ensuring contracted rates are close to Medicare rates [45][46] Question: Multiple myeloma trials and testing intervals - Management acknowledged increased interest in more frequent testing, particularly in multiple myeloma and other indications [50][52] Question: Technology improvements and addressing market adjacencies - Management is actively looking for ways to enhance technology and improve sensitivity in assays [54][56] Question: EMR integration and operational efficiencies - Management noted potential operational efficiencies from EMR integrations, with significant reductions in callbacks reported [60][61] Question: NeoGenomics partnership progress - Management provided updates on the selection of phase one accounts and preparations for the pilot launch in the second half of the year [106][108]

Kura Oncology (KURA) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Please standby. Your program is about to begin. If you need assistance during your conference today, please press 0. Good day everyone and welcome to today's First Quarter twenty twenty five CURA Oncology Financial Results Conference Call. At this time, all participants are in a listen only mode. Later, you will have the opportunity to ask questions during the question and answer session. You may register to ask a question at any t ...

Travere Therapeutics (TVTX) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Good afternoon, and welcome to the Traveer Therapeutics First Quarter twenty twenty five Financial Results Conference Call. Today's call is being recorded. At this time, I would like to turn the conference call over to Victoria Prescott, Manager of Investor Relations. Please go ahead, Victoria. Speaker1 Thank you, Chloe. Good afternoon, and welcome to Traveo Therapeutics first quarter twenty twenty five financial results and ...