The Motley Fool

AUGUST 6, 2024

And the most unsure part of the market has been the resale market just due to the availability of inventory. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. While we strive for our Foolish Best, there may be errors, omissions, or inaccuracies in this transcript.

Debt 130

Debt Leveraging Resale Liabilities 130

The Motley Fool

AUGUST 8, 2024

While resale revenues performed as expected, down 28% year over year, services revenue declined 8% helped by higher-than-anticipated in-quarter volumes. The lower mix of resale revenue also contributed to the year-to-year margin improvement. Moving to GIS. Profit margin expanded over two points to 7.3%. The book-to-bill ratio was 0.67

Resale 130

Resale Consulting Consultants Accounting 130

The Motley Fool

NOVEMBER 5, 2024

And obviously, new build has been a really bright spot in the market over the last couple of years versus what we're seeing in resale. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. But it is a very, very positive business for us because it's predictable.

Leveraging 130

Leveraging Resale Capital Financing 130

The Motley Fool

DECEMBER 15, 2023

But I think one of the great unknowns and uncertainty is what impact that does have on the resale market as far as, you know, potentially freeing up some inventory and getting some people to move. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Resale 130

Resale Debt Assets Capital 130

The Motley Fool

APRIL 18, 2024

First, on the resale market, I'm curious some of your thoughts there. And when I think about the spec entry-level model, I think you guys have really benefited from the tight resale market over the last few years. Inventories, we have certainly seen more inventory in the market today on the resale side than we have in the past.

Resale 130

Resale Securities and Exchange Commission (SEC) Taxes Capital 130

The Motley Fool

OCTOBER 30, 2024

Overall, we do expect markets to return to a more balanced new home versus resale equilibrium in the future, with some of our submarkets already experiencing increased competition from existing home inventory. That's also going to increase the availability of resale inventory, which will impact a bit, ability to push pricing.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Resale Financing Finance 130

The Motley Fool

JUNE 12, 2024

Finally, Q2 industrial resale of $234 million declined 10% year on year. And for fiscal '24, we now expect industrial resale to be down double-digit percentage year on year, compared to our prior guidance for high single-digit decline. So, to sum it all up, here's what we are seeing. The Motley Fool recommends Broadcom.

Banks 246

Banks Resale Debt Portfolios 246

The Motley Fool

APRIL 11, 2024

With this program, we are creating the foundation that we'll leverage as we begin to activate the right side of our flywheel and enable customer lifetime value through services, notably beginning with trade-in and resales. And then secondly, can you maybe give us a little bit more color on your trading and resale initiative?

Resale 130

Resale Leveraging Capital Returns 130

The Motley Fool

SEPTEMBER 15, 2023

Stuart, you know, first question, when you kind of talk about the net price decline, the net kind of 10%, 11% range, you know, historically, the typical spread between a new home and a resale, I believe, has been around 15%. You know, the resale market is inventory very, very constrained. I'm not sure.

Resale 130

Resale Assets Debt Capital 130

The Motley Fool

MAY 15, 2024

Resources that can be used to enhance output or resale so that can be leveraged to support other areas of the business. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. How we can improve process to do more with less is key to this technology.

Assets 130

Assets Capital Resale Debt 130

The Motley Fool

NOVEMBER 5, 2024

The fundamentals of the housing market are strong, supported by continued household formations, years of underproduction and limited supply of resale homes. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Finally, the U.S.

Capital 130

Capital Debt Banks Resale 130

The Motley Fool

MARCH 7, 2024

And finally, Q1 industrial resales of $215 million declined 6% year on year. In fiscal '24, we continue to expand industrial resales to be down high single digits year upon year. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Resale 188

Resale Debt Banks Shareholders 188

The Motley Fool

NOVEMBER 1, 2023

year-to-year decline, 160 basis points came from a reduced level of low-margin resale revenues, which was in line with our expectations. The second factor is the decline in resale revenues which drove 41% of our second quarter decrease in Cloud and ITO. Adjusted EBIT margin came in at 7.3%, also above our guidance range.

Resale 187

Resale Capital Taxes Assets 187

The Motley Fool

JULY 30, 2024

At a high level, the housing market remains healthy with demand supported by strong fundamentals, including household formations and migration trends, years of underproduction and a lock-in effect limiting the supply of resale homes. Additionally, we're witnessing a resilient labor market with historically low unemployment.

Leveraging 130

Leveraging Taxes Debt Capital 130

The Motley Fool

JANUARY 23, 2024

Obviously, resale inventory was incredibly tight. So, I guess my question is now that cycle times seem to be improving across the industry, resale inventory is ticking a little bit higher, are you thinking about that dynamic any differently? Over the last 12 months, we've been 24-plus months utilizing that incentive.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Resale Leveraging Taxes 130

The Motley Fool

JUNE 15, 2023

Tight inventory levels in the resale and new home market propelled demand for available new homes, and we offered a combination of attractive pricing and compelling mortgage rate programs to capture that demand. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Resale 130

Resale Assets Capital Debt 130

The Motley Fool

DECEMBER 7, 2023

Industrial resales were 962 million. In fiscal '24, we expect industrial resales to be down low single digits year on year. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.

Resale 130

Resale Banks Assets Shareholders 130

The Motley Fool

NOVEMBER 16, 2023

Our performance has kept the Children's Place brands in the leadership position on social media, representing close to 50% of total social impressions among our children apparel resale competitive set. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Securities and Exchange Commission (SEC) 188

Securities and Exchange Commission (SEC) Taxes Debt Resale 188

The Motley Fool

JANUARY 19, 2024

And then finally, in your accounts payable in your accrued liabilities line, your year-over-year increase that is a benefit was about 380 million. Now, you guys don't disaggregate accounts payable from accrued liabilities. We do see some areas of weakness, again, in things like existing home resale, some of that's done by pros as well.

Leveraging 130

Leveraging Resale Taxes Capital 130

The Motley Fool

OCTOBER 30, 2024

Professional homebuilders and real estate developers are excluded from being forced to comply with the marketing restrictions Clear Cooperation places on individual homeowners in the resale market, which puts individual homeowners at a disadvantage. Now, it's much more rare to see a negative article about Compass.

Legal 130

Legal Prospects Leveraging Resale 130

The Motley Fool

AUGUST 1, 2023

And lastly, the resale home market remains tight as existing buyers are hesitant to leave their low rate mortgages, which limits available inventory and helps to increase new home demand. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Taxes Resale Banks 130

The Motley Fool

AUGUST 1, 2024

But in that oil and gas purchase for resale, remember that still includes the Cheniere contract, which, of course, has nothing to do with Waha differentials. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. And it just pays for the transport and fuel costs.

Capital 130

Capital Taxes Debt Assets 130

The Motley Fool

FEBRUARY 26, 2024

In our upcoming R1 release, many of the generative AI use cases we showcase it rising will be put into the hands of early adopters, including job descriptions and knowledge articles. And you've got a slew of new products, you've got an expanded partnership strategy, you've got resale -- reseller partnership strategy as well.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Professional Services Education Banks 130

The Motley Fool

FEBRUARY 27, 2024

million annual resale transactions in time. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings. million to 5.5

Resale 100

Resale Public Companies Companies Capital 100

The Motley Fool

SEPTEMBER 12, 2024

Last week, we launched our resale platform piloting with our own associates before launching a customer facing experience in the near future. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool recommends Lovesac.

Leveraging 130

Leveraging Financing Finance Capital 130

The Motley Fool

APRIL 26, 2024

During the spring selling season with a healthy supply of move-in ready inventory, we were able to capitalize on strong market conditions generated by the increasing need for housing for millennials and Gen Zs as well as the move-down Baby Boomers who continue to find our limited inventory, limited availability of resale housing supply.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Financing Finance 130

The Motley Fool

FEBRUARY 27, 2024

When you have this much mortgage interest rate volatility and you're guaranteeing people loans for 30 years, you're going to have a long-term problem with resale inventory. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. That should ease a little bit every year.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Banks Legal Capital 100

The Motley Fool

FEBRUARY 2, 2024

And today, it's about taking market share from single families -- single-family market because it's so upside down on a cost to rent perspective and lack of inventory in the resale market. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

FEBRUARY 1, 2024

As we previously discussed, two of the largest population cohorts, the millennials and recently Gen Zs are having life events lean to increased levels of need-based housing that currently cannot be met by the constrained resale of home supply in the market. The Motley Fool recommends Meritage Homes. The Motley Fool has a disclosure policy.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Financing Finance 130

The Motley Fool

AUGUST 3, 2023

We sell our produce gas and basin, and we manage the transport obligation by purchasing third-party gas in basin for resale on the Gulf Coast. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has positions in and recommends Apa.

Capital 100

Capital Shareholders Banks Returns 100

The Motley Fool

AUGUST 3, 2023

Has there been any move to kind of diversify your end markets to resale beyond China to help reduce the concentration there? Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. And then secondly, on the hyperscale ALM business.

Leveraging 100

Leveraging Assets Capital Resale 100

The Motley Fool

AUGUST 16, 2023

The second bucket is that we have scaled back certain lower margin revenue streams, including some of the resale businesses within cloud, including the live streaming entertainment that I referred to earlier, at Tencent Music and Huya. So, that's one bucket. The Motley Fool has positions in and recommends Tencent.

Accounting 130

Accounting Leveraging Consulting Consultants 130

The Motley Fool

JULY 20, 2023

On one hand, the buydowns are probably putting you guys in such a strong competitive advantage versus the resale market. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has no position in any of the stocks mentioned.

Banks 130

Banks Securities and Exchange Commission (SEC) Leveraging Taxes 130

The Motley Fool

AUGUST 31, 2023

Finally, Q3 industrial resales of $236 million declined 3% year on year, reflecting weak demand in China. And in Q4, though, we expect an improvement with industrial resales up low single-digit percentage year on year, reflecting largely seasonality. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.

Mergers and Acquisitions 246

Mergers and Acquisitions Resale Banks Legal 246

The Motley Fool

NOVEMBER 7, 2024

I'm thrilled to share that we've appeared in over 7,700 articles across major media outlets such as the Wall Street Journal, CNBC, and CNN, along with top industry publications like Housing Wire, In The News and RIS Media. resale -- 3.8 These appearances have generated over 14.7 So if we end the year somewhere between 3.8

Resale 130

Resale Investors Accounting Companies 130

The Motley Fool

SEPTEMBER 11, 2024

Let's first talk about our resale business. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings. In total, our U.S.

Taxes 130

Taxes Leveraging Portfolios Consulting 130

The Motley Fool

AUGUST 10, 2023

Obviously, some of the product resale affected mix this year. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings. Thanks for taking my question.

Leveraging 130

Leveraging Banks Portfolios Returns 130