23andMe (ME) Earnings Call Presentation
2025-06-25 19:31
业绩总结 - 23andMe的FY 2024 PGS收入为1.68亿美元,其中订阅收入为2000万美元[57] - 消费者服务收入为4000万美元,占总收入的66%[104] - 研究服务收入为2100万美元,占总收入的34%[104] - 23andMe的消费者服务收入在2024财年同比下降了7%[104] 用户数据 - 23andMe的客户超过1500万,84%的客户同意参与研究,提供了48亿个表型数据点[17] - 23andMe拥有超过900万名研究参与者,84%的美国客户同意参与研究[65] - 23andMe的客户中,有超过28000人携带BRCA1/BRCA2变异,面临高达85%的乳腺癌终生风险[32] 新产品与技术研发 - 23andMe的个性化健康服务包括30多个报告,涵盖如2型糖尿病、冠状动脉疾病等[41] - 23andMe的基因报告可以帮助识别与美国十大死亡原因相关的遗传风险[24] - 23andMe的GLP-1药物通过远程医疗服务在多个州提供,旨在帮助消费者减重[47] - 23andMe的Lemonaid Health提供多种远程医疗服务,包括心理健康和男性健康[43] 市场扩张与合作 - 23andMe通过其动态健康数据引擎每年进行数百亿次关联测试,推动基因驱动的医疗保健未来[16] - 23andMe的研究合作伙伴关系包括与Regeneron、UK Biobank等多个项目,推动基因研究[20] - 23andMe的目标是到2025年底确定创始合作伙伴名单,以建立无与伦比的生物医学研究数据资源[90] 财务状况 - 23andMe的现金储备为2.16亿美元,支持高回报投资计划[103] - 2024财年消费者服务收入季节性分布为Q1: 28%,Q2: 23%,Q3: 20%,Q4: 29%[105] 未来展望 - 23andMe计划通过新产品开发和研究合作推动未来增长[107]
RadNet (RDNT) Earnings Call Presentation
2025-06-25 19:30
Mark Stolper Chief Financial Officer ms@radnet.com December 2024 NASDAQ: RDNT Safe Harbor This presentation contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Specifically, statements concerning RadNet's ability to continue to grow the business by generating patient referrals and contracts with radiology practices, integrate acquired businesses, recruit and retain technologists, and receive third-party reimbursement for diagnostic imaging ser ...
eXp(EXPI) - 2024 Q1 - Earnings Call Presentation
2025-06-25 19:27
slido.com event code: #EXPI Q1 2024 Financial Results Virtual Fireside Chat May 1, 2024 Q1 2024 Earnings Glenn Sanford Founder, Chairman & Chief Executive Officer, eXp World Holdings Leo Pareja We assume no obligation to update or revise any forward-looking statements or information. 1Within the meaning of the Private Securities Litigation Reform Act of 1995 Excluding the information from sources indicated, the content of this presentation is copyright 2024 eXp World Holdings, Inc. All Rights Reserved. Chie ...
eXp(EXPI) - 2024 Q2 - Earnings Call Presentation
2025-06-25 19:27
slido.com event code: #EXPI Q2 2024 Financial Results Virtual Fireside Chat July 31, 2024 Q2 2024 Earnings Speakers Glenn Sanford Founder, Chairman & Chief Executive Officer, eXp World Holdings Leo Pareja Chief Executive Officer, eXp Realty Kent Cheng Principal Financial Officer, Chief Accounting Officer, eXp World Holdings Forward Looking Statements There will be a number of forward-looking statements1 made today that should be considered in conjunction with the cautionary statements contained in the Compa ...
eXp(EXPI) - 2024 Q3 - Earnings Call Presentation
2025-06-25 19:27
slido.com event code: #EXPI Glenn Sanford Founder, Chairman & Chief Executive Officer, eXp World Holdings Leo Pareja Chief Executive Officer, eXp Realty Principal Financial Officer, Chief Accounting Officer, eXp World Holdings Wendy Forsythe Q3 2024 Financial Results Virtual Fireside Chat November 7, 2024 Q3 2024 Earnings Speakers We assume no obligation to update or revise any forward-looking statements or information. 1Within the meaning of the Private Securities Litigation Reform Act of 1995 Chief Market ...
Genasys (GNSS) Earnings Call Presentation
2025-06-25 19:26
Investor Presentation February 2025 Statements & Disclosures Forward-looking Except for historical information contained herein, the matters discussed are forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. You should not place undue reliance on these statements. We base these statements on particular assumptions that we have made in light of our industry experience, the stage of product and market development as well as our ...
Monro (MNRO) Earnings Call Presentation
2025-06-25 19:21
FOURTH QUARTER FISCAL 2021 EARNINGS CALL MAY 20, 2021 Monro, Inc. Investor Presentation March 2024 Safe Harbor Statement and Non-GAAP Measures Certain statements in this presentation, other than statements of historical fact, including estimates, projections, statements related to our business plans and operating results are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Monro has identified some of these forward-looking statements with words such as " ...
Seres Therapeutics(MCRB) - 2025 Q1 - Earnings Call Presentation
2025-06-25 19:20
Seres Therapeutics Investor Presentation May 2025 Disclaimers 2 Seres Therapeutics, Inc. © 2025 2 Transforming patient outcomes using proprietary consortia of live biotherapeutics Strong Foundation Forward Looking Statements This communication contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this communication that do not relate to matters of historical fact should be considered forward-looking statements, including s ...
Fathom (FTHM) Earnings Call Presentation
2025-06-25 19:16
业绩总结 - Fathom Holdings在2024年第四季度的收入为9170万美元,较2023年第四季度的7410万美元增长24%[104] - 2024年第四季度的毛利润为670万美元,较2023年第四季度的420万美元增长59%[106] - 2024年第四季度的交易量为9903笔,较2023年第四季度的8114笔增长22%[112] 用户数据 - 2024年第四季度,代理人数为14300人,较2023年第四季度的11333人增长21%[110] - Fathom的代理在每笔交易中获得的收入比传统经纪公司高出3,018美元[32] - Fathom的代理获取成本为1100美元,首次销售的毛利润为1250美元,达到盈亏平衡[120] 未来展望 - 预计2025年收入为1亿美元,交易量为12,000笔[10] - 预计2025年美国住宅销售量为436万套,较2024年增长9%[13] - Fathom在2024年的EBITDA预计为120万美元,2025年预计为200万美元[97] 新产品和新技术研发 - Fathom的技术平台支持超过300,000名代理,提升了运营效率和成本效益[68] - Fathom计划通过扩展服务将每笔交易的毛利润提升至800美元[86] 市场扩张和并购 - Fathom的市场扩展策略在2024年新增5个州,覆盖43个州及华盛顿特区[10] - Fathom在2024年收购了亚利桑那州的My Home Group,增加了2200名代理和超过12000笔交易[96] 负面信息 - Fathom的每笔交易的直接成本为264美元,远低于传统经纪公司的1200至1800美元的行业平均水平[89] 其他新策略和有价值的信息 - Fathom的全资拥有的抵押贷款和产权公司通过扩大代理网络和交易量,推动更高的利润率[72] - Fathom的辅助服务在2024年与2023年相比实现了51%的年增长[80]
Certara (CERT) FY Earnings Call Presentation
2025-06-25 19:12
Certara William F. Feehery, Ph.D. Chief Executive Officer William Blair 25th Annual Growth Stock Conference Wednesday, June 4th, 2025 Disclaimer Numerical figures in the presentation have been subject to rounding adjustments. Acc ordingly , numeric al f igures shown as tota ls in various tables may not be arithmetic aggregations of the figures that precede them. Trademarks and Service Marks The Certara design logo, "Certara," and our other registered or common law trademarks, service marks or trade names ap ...