The Motley Fool

AUGUST 8, 2024

So we deliver on our commitments, which we have achieved not just every quarter as a public company, but every quarter as a private company as well. But before I hand it to Lindsay, I want to take a moment to reflect on our first year as a public company. This is something we have always done.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Public Companies Shareholders Returns 130

The Motley Fool

JULY 20, 2023

Good morning, and thank you for joining our second-quarter earnings call and our very first as a public company. Over the last 135 years, we have established ourselves as the world's largest pure-play consumer health company. And congrats on reporting the first quarter as a public company. reported growth and 7.7%

Taxes 130

Taxes Public Companies Banks Portfolios 130

The Motley Fool

OCTOBER 25, 2023

Obviously, this was stronger than our guidance of a dollar in accretion and reflects very favorably on the performance of the MSRs we acquired as well as limited exposure to contingent liabilities after extensive diligence. And I'm pleased to report we've already kicked off the capital raising process for our first MSR fund.

Mergers and Acquisitions 100

Mergers and Acquisitions Taxes Banks Capital 100

The Motley Fool

FEBRUARY 9, 2024

If you go back to the WMIH merger in 2018, which is when we became a fully independent public company, our first priority was deleveraging, which we accomplished by refinancing our senior notes and extending our liquidity runway. Now, that's the lowest level of Mr. Cooper's history as a public company.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Portfolios Assets 130

The Motley Fool

MAY 30, 2024

I'll note that this is the 14th consecutive quarter as a public company in which we have met or exceeded our revenue guidance. We raised $1 billion in December of 2020, think back, before the world at large was even talking about enterprise AI. We finished the quarter with 86.6 For the quarter, subscription revenue was 79.9

Professional Services 130

Professional Services Liabilities Companies Investors 130

The Motley Fool

AUGUST 9, 2023

We have made significant progress in our first quarter as a public company and are on track with plans to separate fully from Cummins. I do want to bring to your attention that we filed an 8-K on Tuesday restating our first-quarter 2023 financial statements and revising annual prior periods for 2020 through 2022.

Initial Public Offering 130

Initial Public Offering Banks Taxes Leveraging 130

The Motley Fool

NOVEMBER 9, 2023

From a global view, our industry is nearing the $1 trillion TAM we predicted when we launched as a public company seven years ago. Our innovations in 2018 and '19 and 2020 helped us gain share during 2020 and 2021. The global changes of 2020 and 2021 ushered in a period of innovation in CTV. According to the U.S.

Leveraging 189

Leveraging Capital Companies Investors 189

The Motley Fool

AUGUST 3, 2023

See the 10 stocks *Stock Advisor returns as of August 1, 2023 The amount of business we conducted with this company was quantitatively insignificant and we have not worked with them since 2020. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Leveraging 246

Leveraging Banks Capital Companies 246

The Motley Fool

FEBRUARY 22, 2024

a private equity-backed company with a strategy to consolidate differentiated founder-based life science tools companies with industry-leading technologies and very strong brands. From 2016 through 2020, Maravai acquired companies, including TriLink BioTechnologies and Cygnus Technologies in 2016, Glen Research in 2017.

Taxes 130

Taxes Liabilities Banks Capital 130

The Motley Fool

AUGUST 4, 2023

is on pace to deliver similar rates as 2022 while exiting the year with significantly less activity as public companies continue to demonstrate discipline. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Production growth in the U.S.

Shareholders 130

Shareholders Capital Banks Assets 130

The Motley Fool

NOVEMBER 1, 2023

As an example, Zeta's first large agency customer in 2020 started with 7% direct mix and $3 million in revenue, growing to 76% direct mix and over $20 million in revenue over a three-year period. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Makes sense.

Professional Services 100

Professional Services Leveraging Capital Investors 100

The Motley Fool

FEBRUARY 1, 2024

As you may know, I have been a DXC board member since 2020, having previously served as chairman of the Nominating and Corporate Governance Committee and as a member of the Compensation Committee. We're a public company. We're going to perform well as a public company. So, that's a process that we're in right now.

Resale 130

Resale Banks Capital Assets 130

The Motley Fool

FEBRUARY 27, 2024

Serving its customer base through a comprehensive global network of 48 facilities, this segment has delivered a compound annual growth rate of 10% on its top line and 11% on its bottom line since becoming a public company. I am proud of our team's accomplishments since the IPO in 2020. The Motley Fool has a disclosure policy.

Taxes 130

Taxes Leveraging Capital Companies 130

The Motley Fool

NOVEMBER 8, 2024

Since the end of 2020, EOG has generated more than $22 billion of free cash flow and more than $25 billion in adjusted net income. EOG recently celebrated our 25th anniversary as an independently traded public company. Here's Ezra. Yacob -- Chairman and Chief Executive Officer Thanks, Pearce. Now, here's Ezra to wrap up.

Debt 130

Debt Shareholders Leveraging Capital 130

The Motley Fool

DECEMBER 7, 2023

And since 2020, even though we have not made an acquisition, we have shown a robust trajectory of growth, driven by semiconductor growing at an 18% CAGR over the past three years. And when we simply look at their balance sheets for the public companies, inventory is pretty elevated, particularly on the networking side.

Resale 130

Resale Banks Assets Shareholders 130

The Motley Fool

FEBRUARY 6, 2024

The past year has marked the most transformative in our 25-year history of being a public company as we released MicroStrategy ONE, MicroStrategy AI, MicroStrategy Cloud for Azure, AWS, and now the Google Cloud Platform, and continue to focus on growth in both cloud and AI plus BI. One, cash flow from software operations.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

MAY 3, 2024

March apartment starts with the weakest since April of 2020 and are down 53% from peak volume and falling. increase in overhead costs due to the timing of various public company fees, and a $0.01 Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Debt 130

Debt Taxes Capital Portfolios 130

The Motley Fool

JUNE 25, 2024

As David and Beth, you guys know, we do this really extensive pricing surveys, which are quantitative and we follow about 95% of the private and public companies. Josh Weinstein -- President and Chief Executive Officer Listen, we got through 2020, and I got three kids, so not much keeps me up at night. Is there some ESG risk?

Debt 130

Debt Leveraging Portfolios Returns 130

The Motley Fool

AUGUST 7, 2023

In December 2020, we acquired DeepAffects, a conversation intelligence company, which is now the foundation of our RingSense AI platform. Kash Rangan -- Goldman Sachs -- Analyst First of all, Vlad, I've got to say congratulations on a 10-year stint as public company CEO. Please go ahead.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Legal Capital 130

The Motley Fool

FEBRUARY 28, 2024

2023 was DV's third year as a public company and one where we continue to deliver industry-leading revenue and profitability growth fueled by AI-powered product innovations that drove a higher ROI for our customers and accelerated DV's global client expansion trajectory and market share gains. One, starting with [Inaudible].

Capital 130

Capital Leveraging Banks Companies 130

The Motley Fool

JULY 25, 2023

serving 6 million customers, have expanded its Visa Direct-enabled corridors from 32 in 2020 to over 160. This is also my last call as a public company CFO. As you all know, merchants bear liability for fraud in the e-commerce space. Similarly, TransferGo, a cross-border provider in the U.K.,

Banks 100

Banks Consulting Consultants Capital 100

The Motley Fool

MAY 7, 2024

And as we look at the 12 products that we launched between 2020 and 2022, those now contribute about 11% to our ARR. And that's exactly the same as we said since we've been a public company. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Capital 130

Capital Banks Companies Taxes 130

The Motley Fool

OCTOBER 31, 2023

So, you know, we spent -- we did a very significant dividend in 2020 after passing $1 billion in cash. Sue has been here since the beginning of Cognex's journey as a public company, and this quarter was the 135th quarterly close or earnings for Cognex that Sue has helped oversee. The Motley Fool has a disclosure policy.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Capital Amortization Leveraging 100

The Motley Fool

AUGUST 2, 2023

Rohan is a seasoned finance and operations leader with nearly two decades of experience at leading companies across financial services, cybersecurity and data infrastructure. Rohan joined Confluent pre-IPO in 2020. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Banks 130

Banks Companies Financial Services Accounting 130

The Motley Fool

AUGUST 9, 2023

To replicate our orthodontic success in other markets, I reorganized the company by market vertical when I arrived in 2020. It's no secret that I had hoped to move faster and at times it's been very frustrating given that we're both public companies and the benefits of our specific combination are so very clear.

Capital 100

Capital Mergers and Acquisitions Shareholders Companies 100

The Motley Fool

FEBRUARY 13, 2024

I'm thinking about the digital natives, which drove a lot of growth in 2019, 2020, and '21 versus your enterprise opportunity and your mid-market customers. So, that would be consistent with what we've done throughout our history as a public company. Olivier Pomel -- Co-Founder and Chief Executive Officer Yes.

Capital 100

Capital Companies Taxes Investors 100

The Motley Fool

AUGUST 6, 2024

AbCellera has a low single-digit royalty in Invetx's programs, as well as a mid-single-digit equity ownership position in the company. This builds on a successful collaboration that started in March of 2020 and included eight antibody therapeutics discovery programs, as well as our COVID-19 pandemic response efforts. That makes sense.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Legal Funds Capital 130

The Motley Fool

FEBRUARY 15, 2024

During his time here, he was instrumental in our growth from a small pre-revenue private company to a public company with over $700 million in revenue. We established the distributor in 2020. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Banks 130

Banks Accounting Leveraging Private Companies 130

The Motley Fool

FEBRUARY 7, 2024

To recap, as we have emerged from the 2020 pandemic same-center NOI growth, generated by our high-quality Class A portfolio has been tremendous, with NOI growth averaging 7.4% In fact, 2023 was a historic and record leasing year for Macerich, dating back 30 years as a public company. in both '21 and '22, followed by 4.5%

Debt 130

Debt Assets Capital Banks 130

The Motley Fool

AUGUST 21, 2023

Having navigated a virtual zero profit environment in Canadian cannabis and even flirting with insolvency in 2020, we now believe that SNDL has the requisite scale and platform optionality to create shareholder value. We are confident that his expertise and strategic vision will continue to drive our company's growth and success.

Mergers and Acquisitions 130

Mergers and Acquisitions Shareholders Capital Leveraging 130

The Motley Fool

JULY 28, 2023

We are on pace for another record best year of safety performance following a record best in 2020, record best in 2021 and record best in 2022. I know of no other steel company that approaches our great safety results. We've seen this platform used across other public companies like Tesla, like Chevron, and Pfizer, to name a few.

Leveraging 100

Leveraging Capital Assets Returns 100

The Motley Fool

FEBRUARY 20, 2024

And between 2020 and 2023, the mean royalty rate has increased to 4.3% As I mentioned previously, 2020 to 2023 were significant years of building our team. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. across 141 programs with downstream participation.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Legal Capital 130

Pension Pulse

MAY 23, 2024

the tight-knit firmament of private and public companies that drive the province’s economy. It has significant stakes in most of Quebec’s flagship companies, many of which leaned heavily on the Caisse as they grew into industry champions, including Alimentation Couche-Tard, CGI, Intact Financial and WSP Global. Why not do both?

Pension Funds 59

Pension Funds Stakes Banks Finance 59

A VC: Musings of a VC in NYC

AUGUST 5, 2020

That is substantially less than public company directors make (which is more like $200,000 per year), but being a public company director is more time consuming and exposes a director to more liability. So I feel like $100,000 a year is reasonable compensation for a private company director.

Enterprise Values 88

Enterprise Values Public Companies Private Companies Liabilities 88

The Motley Fool

FEBRUARY 7, 2024

There was a little bit of warrant dilution from some warrants that were issued back in 2020, and we distributed it a little under $500 million to shareholders. We intend to grow this through private funds that will be like a -- if you think of it almost like a public-private partnership with Rithm, the public company.

Capital 100

Capital Asset Management Assets Funds 100

The Motley Fool

NOVEMBER 5, 2024

I just think being cognizant of your impact to the global market is important, and it's a lesson that Diamondback learned through 2020 and we hope the industry also learns that lesson. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. So that's not going to stop.

Shareholders 130

Shareholders Assets Banks Capital 130

The Motley Fool

AUGUST 1, 2024

Cash flows from software orations; since August, 2020, we've invested $836 million of total cash in our balance sheet. And it does not take into account debt and other liabilities. We will continue to actively manage our existing liabilities and to that end, we called for redemption of our $650 million 2025 convertible notes.

Debt 246

Debt Leveraging Capital Shareholders 246