Open Lending (LPRO) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Good afternoon, and welcome to the OpenLending First Quarter twenty twenty five Earnings Conference Call. As a reminder, today's conference is being recorded. On the call today are Jessica Buss, Chairman Speaker1 of the Speaker0 Board of Directors and Chief Executive Officer as well as Chuck Yell, Interim Chief Financial Officer and a member of the Board of Directors and Matthew Sather, Chief Underwriting Officer, who will both be a ...

Genpact (G) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Good day, ladies and gentlemen, and welcome to the twenty twenty five First Quarter Genpact Limited Earnings Conference Call. My name is Howard, and I will be your conference moderator for today. At this time, all participants are in a listen only mode. We will conduct a question and answer session towards the end of this conference call. As a reminder, this call is being recorded for replay purposes. The replay of the call will be archived ...

Century Aluminum Company (CENX) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Good afternoon. Thank you for attending today's Century Aluminum Company First Quarter twenty twenty five Earnings Conference Call. My name is Micaiah, and I'll be the moderator for today's call. All lines will be muted during the presentation portion of the call with an opportunity for your questions and answers at the end. At this time, I would like to pass the call over to our host, Ryan Crawford, Investor Relations. ...

Verra Mobility (VRRM) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 and thank you for standing by. This concludes Verily's First Quarter twenty Results Conference Call. My name is Michelle, and I'll be your conference operator today. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. You would then hear an automated message by asking your hand is raised. To withdraw your question, please press 11 again. Please be ...

QuidelOrtho (QDEL) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Welcome to the Quintel Ortho First Quarter twenty twenty five Financial Results Conference Call and Webcast. At this time, all participant lines are in listen mode only. For those of you participating in the conference call, there will be an opportunity for questions at the end of the prepared remarks. Please note this conference call is being recorded. An audio replay for the conference call will be available on the company's websit ...

Emergent BioSolutions (EBS) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Good day, and thank you for standing by. Welcome to the First Quarter twenty twenty five Emergent BioSolutions, Inc. 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. To ask a question during the session, you will need to press 11 on your telephone. Please be advised that today's conference is being recorded. I wo ...

Thank you, and welcome to Paycom's earnings conference call for the first quarter of twenty twenty five. Certain statements made on this call that are not historical facts, including those related to our future plans, objectives and expected performance, are forward looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward looking statements represent our outlook only as of the date of this conference call. While we believe any forward looking statements ma ...

Cardlytics (CDLX) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Ladies and gentlemen, thank you for standing by, and welcome to the Cardlytics Inc. Q1 twenty twenty five Earnings Conference Call. At this time, all participants' lines are in a listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on Wednesday, 05/07/2025. Now I would like to turn the call over to Nick Linton, Chief Legal and Privacy Officer. Please go ahead. Speaker ...

财务数据和关键指标变化 - 第一季度北美票房同比下降12.4%，AMC国内门票收入下降10.9%，跑赢市场约150个基点 [12] - 第一季度按固定汇率计算，公司每位顾客的综合收入同比增长1.6%，较2019年疫情前大幅增长40%，其中食品和饮料收入每位顾客增长49%，门票收入每位顾客增长26% [13] - 第一季度按固定汇率计算，公司每位顾客的综合贡献利润率同比增长3.7%，较2019年疫情前高出约51% [13] - 第一季度美国业务每位顾客的门票收入达到创纪录的12.31美元，国内每位顾客的收入较2019年疫情前增长超过45%，国内每位顾客的贡献利润率较2019年疫情前增长了59% [14][15] - 第一季度国际市场每位顾客的总收入增长32%，每位顾客的贡献利润率按固定汇率计算较2019年疫情前增长约39% [16] - 截至第一季度末，公司现金及现金等价物为3.787亿美元，不包括受限现金4900万美元 [18] - 第一季度资本支出净额（扣除房东出资）为4280万美元，预计2025年净资本支出在1.75亿至2.25亿美元之间 [20] - 第一季度末递延租金余额约为3430万美元，计划在今年剩余时间内减少约470万美元 [20] 各条业务线数据和关键指标变化 - 第一季度公司在具有挑战性的票房背景下，仍实现了每位顾客运营指标的持续增长，美国门票收入每位顾客创下第一季度历史纪录 [9] - 公司在食品和饮料业务上表现出色，是行业内每位顾客食品和饮料消费最高的大众运营商之一，通过创新举措如增加酒吧数量、推出电影主题饮品、引入新食品等，推动了收入增长 [45][46] - 公司的商品销售业务从三年前的零收入增长到预计2025年约7500万美元的收入，其中约一半将计入EBITDA [50] 各个市场数据和关键指标变化 - 2025年1 - 3月行业国内票房是自1996年以来除受COVID及其后遗症直接影响的第一季度外的最低水平 [6] - 2025年4月行业国内票房是2024年4月的两倍，截至5月票房仍保持同比翻倍的速度 [7] 公司战略和发展方向和行业竞争 - 公司推出AMC Go Plan战略，围绕客户忠诚度计划、营销引擎、食品和饮料创新以及沉浸式高级大格式体验等竞争优势，提升AMC影院和Odeon电影院的客户体验 [21][22] - 计划将高级大格式和超大格式屏幕从目前的600多个增加到未来的1000多个，包括升级IMAX激光屏幕、增加杜比影院屏幕数量、扩大Prime和AMC屏幕数量等 [22][23] - 在美国推出首个XLF超大格式礼堂，并计划在2025年底前推出50个或更多XL和AMC地点，到2026年底在美国拥有约250个XL和AMC屏幕 [25] - 与CJ40plex合作，在未来30个月内在美国和欧洲引入40个4DX和25个ScreenX礼堂 [26] - 推进激光投影计划，已在近40%的美国影院部署激光投影，并将在多年内推广到整个国内影院舰队 [26][27] - 对部分高流量影院进行高级座位升级，推出AMC Club Rockers座位，提升了客户满意度和影院业绩 [27][28] - 不断创新忠诚度和订阅计划，如推出AMC Stubs Premier Go新层级、增强AMC Stubs A List服务等 [29] 管理层对经营环境和未来前景的评论 - 2025年第一季度行业国内票房不佳，但公司认为这是一个异常情况，行业已经开始复苏，预计2025年全年行业国内票房将达到此前预测范围的高端，2026年票房将比2025年更大 [6][7] - 公司凭借品牌实力、忠诚度和订阅计划以及领先的高级格式产品，在第一季度超越华尔街预期，预计随着2025年剩余时间票房的增长，公司财务业绩将实现市场增长 [9] - 公司认为不需要票房完全恢复到2019年水平就能实现疫情前的调整后EBITDA水平，且随着行业复苏，公司有望在2025年4 - 12月实现正自由现金流 [18][43] 其他重要信息 - 自2020年1月以来，公司关闭了200家影院，开设了62家影院，净减少138家影院，占比近14%，过去15个月关闭38家，仅开设3家，新开设的62家影院表现明显优于关闭的200家 [17] - 今年年初公司筹集了约1.7亿美元的增量股权资本，自2022年初以来，已将债务和融资租赁的本金价值降低了约11亿美元，并偿还了约2.81亿美元的递延租金，三年多来债务和递延租金总共减少了13.4亿美元 [19] 总结问答环节所有的提问和回答 问题: 如何看待好莱坞当前关于关税的讨论 - 目前没有最终具体计划，政府和行业将有充分的讨论机会，公司会密切关注该领域的发展 [34] 问题: AMC最终有多少比例的影院可能配备高级格式礼堂、躺椅座位以及其他创新设施 - 目前计划中，全球将有四分之三的影院配备PLF或XLF屏幕，但如果XL礼堂成功，可能几乎每个影院都会配备；目前超过一半的影院有躺椅座位，该比例可能会增加，但需要增长资本，且有50家影院因座位损失问题不适合安装躺椅，因此推出了AMC Club Rocker座位，已有12 - 20家影院适合安装该座位；与CJ合作的4DX和ScreenX礼堂数量将从目前的6家增加到71家；英国诺维奇的一家影院试验的两人舱座很成功，可能会推广，但都需要投资资本 [36][37][39] 问题: 公司何时能实现正自由现金流 - 如果公司实现2025年剩余时间的内部预测，将在4 - 12月实现正自由现金流，与2020年疫情以来的情况形成鲜明对比 [43] 问题: 是否有计划增强和扩展食品和饮料业务 - 公司在食品和饮料业务上一直是创新者，将继续保持创新。例如，美国的MacGuffin酒吧数量从100家增加到350家，在欧洲提供酒类服务，推出电影主题饮品，完成Dip and Dots在国内影院的推广，使冰淇淋销售额翻倍；今年夏天将在南加州的5家影院试点新的自动调制鸡尾酒设备，如果成功将广泛推广；2024年底增加了DoorDash外卖服务，预计2025年外卖业务利润达500万美元；预计2025年商品销售收入约7500万美元，其中约一半将计入EBITDA [46][47][49][50] 问题: 随着票房复苏，每位顾客的盈利能力指标是否可持续 - 逻辑上增加大量观众可能会使每位顾客的贡献利润率难以继续大幅提升，但4月观众大幅增加时，每位顾客的收入和贡献利润率反而增加，说明公司通过创新和努力推动业务发展，该趋势有望持续 [52][53]

Inogen (INGN) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Welcome to Inogen's First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. Following management's prepared remarks, we will hold a Q and A session. As a reminder, this conference is being recorded today, 05/07/2025. I would now like to turn the call over to Ryan Peterson, Investor Relations. Speaker1 Thank you all for participating in today's call. Joining me are President and ...