The Motley Fool

JULY 31, 2024

Since our last earnings call on April 30, I am pleased to announce that we are making solid progress on our path forward of one, simplifying the business; two, operational performance improvement and three, reducing leverage. We have reduced our leverage to 8.48 I think we'll reduce the leverage there. times as compared to 8.76

Debt 246

Debt Assets Leveraging Finance 246

The Motley Fool

NOVEMBER 12, 2024

There's no additional acquisition costs for clients in our ecosystem, creating even more operating leverage. The ability to leverage technology is crucial to scale, drive profitable growth, and adapt to market shifts. Let's move to the third layer that powers our ecosystem and experience technology. Thanks, Ryan, for the question.

Companies 241

Companies Leveraging Asset Management Collateral 241

Private Equity Professional

DECEMBER 20, 2024

After a high-water mark in 2021, a year when buyers often needed to find ways to sweeten their bids in a very competitive M&A landscape, RWI has been purchased on fewer deals each year. a huge increase in post-closing indemnification claims for breach of the no undisclosed liabilities seller representation [8] ).

Due Diligence 100

Due Diligence Law Firms Bidding Liabilities 100

The Motley Fool

APRIL 25, 2024

First, it bears repeating that AI innovation across our Ads ecosystem is core to every aspect of our product portfolio from targeting, bidding, creative, measurement, and across campaign types. So it's a very leveraged way to do it, and I see that as a real opportunity ahead. By measuring 2.3

Bidding 240

Bidding Assets Depreciation Capital 240

The Motley Fool

MAY 9, 2024

Our foundational code on page and engagement data signals continue to enable us to leverage our proprietary data and AI to innovate these solutions for advertisers. Leica leveraged the Onyx brand studio to create a custom high-impact format that enabled audiences to experience the immersive moments of the Leica Home Cinema.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Bidding Capital 130

The Motley Fool

MAY 1, 2024

While we strive to deliver benefit stability to seniors, we will be adjusting plan-level benefits and exiting counties as we construct our bids for 2025. This result reflects a higher medical benefit ratio, partially offset by higher net investment income and the impact of favorable fixed cost leverage due to membership growth.

Bidding 130

Bidding Liabilities Leveraging Assets 130

The Motley Fool

DECEMBER 19, 2024

We expect continued year-over-year improvement in the fourth quarter as governed by sales performance given the leverage deleverage nature of service. SG&A leveraged by 640 basis points driven by the growth and gross profit and our continued expense efficiency actions. Brian Nagel -- Analyst It's on SG&A and the leverage.

Leveraging 130

Leveraging Depreciation Taxes Finance 130

The Motley Fool

JANUARY 23, 2024

While average leverage was largely unchanged for the quarter at 7.4 times tangible equity, our end-of-period leverage declined to seven times tangible equity as of Q4 from 7.9 I think the -- I mean, the money manager bid has been clearly the dominant bid for the last year and change. of dividends per common share and $1.14

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Investing Leveraging Bidding 130

The Motley Fool

AUGUST 8, 2024

Looking beyond these rapid growth areas, our revenue in the quarter was impacted by some macro softness and a large DSP buyer on our platform that changed their bidding approach as mentioned on our call in May. We were able to accomplish this in spades by leveraging PubMatic Activate."

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Bidding Leveraging Capital 130

The Motley Fool

APRIL 26, 2024

We're still in the process of making 2025 county-by-county decisions and will finalize and submit Medicare bids in early June, so we'll provide you with more 2025 Medicare commentary on our Q2 call. Our medical claims liability at quarter end represented 53 days in claims payable, down one day from Q1 and Q4 of 2023.

Bidding 130

Bidding Banks Debt Liabilities 130

The Motley Fool

AUGUST 8, 2024

And it leverages AI to help them make sense of the roughly 15 million ad opportunities we see every second and the hundreds of variables associated with each one of them. I think it will come up around Open Bidding. Not just delivery of programmatic ads, but actually using auction-based bidded decision programmatic tools?

Bidding 246

Bidding Leveraging Companies Investors 246

The Motley Fool

FEBRUARY 8, 2024

And we achieved these results with lower economic leverage, which declined to 5.7 As it relates to our hedges, our balance liability position help protect us from the elevated rate volatility experienced during the first half of the quarter. We were well-positioned to take advantage of this environment, delivering a 10.1%

Capital 130

Capital Leveraging Banks Assets 130

The Motley Fool

MAY 21, 2024

Please note that today's discussion will contain forward-looking statements relating to the company's future performance, which are intended to qualify for the safe harbor from liability, as established by the U.S. The platform identifies and labels high-quality orders and matches them with truckers via a bidding process.

Bidding 130

Bidding Leveraging Liabilities Taxes 130

The Motley Fool

JULY 16, 2024

Our recently filed Medicare Advantage bid for '25 again took a balanced approach to provide as much stability for seniors as possible, while factoring in the realities of the funding cuts and current care patterns. So -- but that was an element we also incorporated into our view for 2025 as we approached our bid for '25.

Bidding 130

Bidding Securities and Exchange Commission (SEC) Funds Leveraging 130

The Motley Fool

AUGUST 1, 2023

We ended the quarter with a consolidated leverage ratio of 3.0 As a reminder, our leverage target remains three times plus or minus 0.25. So, just curious to get your latest thoughts on preferred ways to allocate that capital given your leverage levels are really already at sector lows. This compares to 8.8 That's helpful.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Capital Leveraging Debt 246

The Motley Fool

FEBRUARY 6, 2024

Continued pricing discipline in Marketplace and the deliberate actions we took to align our 2024 Medicare bids with our strategic focus on lower-income and complex members yielded the intended results on both fronts. And at the time of our first quarter call, we will have a better directional sense for bid strategy related to next year.

Bidding 130

Bidding Banks Liabilities Accounting 130

The Motley Fool

MARCH 20, 2024

We also drove stronger operating leverage, while continuing to invest in our content and technology capabilities. percentage points and grew net cash flow from operating activities by 54%, highlighting the operational leverage in our model. We made significant progress in driving profitability, improving operating leverage by 1.8

Leveraging 130

Leveraging Amortization Finance Financing 130

The Motley Fool

AUGUST 8, 2024

On marketing, excluding our investments in Vrbo and international markets, our consumer business showed some year-on-year marketing leverage in the second quarter. Excluding these investments, we saw some marketing leverage in our B2C business in the second quarter. Our gross leverage ratio had further reduced 2.3 billion or 9.2

Leveraging 130

Leveraging Bidding Depreciation Returns 130

The Motley Fool

SEPTEMBER 4, 2024

of EPS that wasn't in our June outlook, was related to general liability claims. Predicting these claims is complex and we again increased our accrual for general liability this quarter after observing higher-than-expected costs to resolve certain claims. was attributable to the general liability adjustment, while the remaining $0.08

Liabilities 130

Liabilities Depreciation Shareholders Portfolios 130

The Motley Fool

FEBRUARY 14, 2024

Our focus on leveraging these technologies for [Inaudible] in the CTV space and array in the carrier OEM market is just the beginning. So from a real-time bidding perspective, it looks like I might have frozen. From a real-time bidding perspective, how much of the market has shifted toward real-time bidding at this point?

Bidding 130

Bidding Shareholders Banks Taxes 130

The Motley Fool

JULY 31, 2023

In addition to generating strong core revenue growth, we remain focused on investing in long-term strategic initiatives that leverage our core verification offering to evolve our customer value proposition from protecting media spend to optimizing media performance.

Bidding 130

Bidding Leveraging Companies Capital 130

The Motley Fool

MAY 8, 2024

We stated the operating leverage of our software platform business is as good as any technology company in the world. Our business was reinforced by strong market conditions, including expansion in the mobile advertising market and continued adoption of real-time bidding. The vast, vast majority of the market bids today, 80% plus.

Bidding 130

Bidding Banks Prospects Shareholders 130

Pension Pulse

DECEMBER 20, 2023

Setting asset mix is a judgment-based exercise and needs to consider potential liability matching objectives, liquidity considerations, risk tolerance, areas of comparative investment advantage, and an investor’s world view. We continue to recommend growth-oriented portfolios to clients with the right risk tolerance and liabilities.

Bidding 59

Bidding Pension Funds Assets Banks 59

The Motley Fool

OCTOBER 24, 2024

Economic leverage ticked down slightly to 5.7 This new partnership in conjunction with our existing recapture agreements should allow Annaly to leverage best-in-class industry partners without taking on the operational leverage and earnings cyclicality of an originator. And our leverage was down a touch heading into the quarter.

Capital 130

Capital Leveraging Assets Collateral 130

The Motley Fool

APRIL 23, 2024

Leverage as of the end of the first quarter increased modestly to 7.1 times tangible equity compared to seven times as of Q4, while average leverage for the quarter decreased to seven from 7.4 So you'd have to think about leverage on common if you want to think about it that way. times in Q4. Doug Harter -- UBS -- Analyst Yes.

Investing 130

Investing Securities and Exchange Commission (SEC) Leveraging Banks 130

The Motley Fool

MAY 7, 2024

For example, OpenWrap, our header bidding wrapper solution across CTV, mobile app, and web environments, drives increased yield for publishers and streamlines our engineering and ad operations. Nearly 100% of impressions on our platform will now be transacted via a similar bidding approach. James Heaney -- Jefferies -- Analyst Great.

Bidding 130

Bidding Securities and Exchange Commission (SEC) Capital Leveraging 130

The Motley Fool

AUGUST 1, 2024

In Q2, the combination of topline progress and expense discipline translated to $55 million of Adjusted EBITDA and sets us up well for continued improvement in operating leverage as the year progresses. These initiatives contributed to a 10% year-over-year increase in Snap Story posts with an AR Lens globally.

Leveraging 130

Leveraging Bidding Legal Taxes 130

The Motley Fool

MAY 8, 2024

A major component of Vision 2025 is to align our expense base with the smaller mortgage market and create efficiencies to improve operating leverage and financial performance over time. Or just any color on bids there, too. Our total expenses for the first quarter of 2024 decreased by $7 million or 2% from the prior-year quarter.

Leveraging 130

Leveraging Portfolios Bidding Legal 130

The Motley Fool

JUNE 29, 2023

Our continued focus on managing what is in our control drove another quarter of sequential improvement in year-over-year performance across key financial metrics, including unit sales, SG&A leverage, gross profit, and EPS. Excluding the benefit from the settlement, our SG&A leverage was 76%, roughly flat to last year's first quarter.

Finance 130

Finance Financing Leveraging Bidding 130

The Motley Fool

JANUARY 24, 2024

While our plans continue to offer attractive and valuable benefits, we took intentional actions as part of our 2024 bid strategy to address product sustainability, and as such, we experienced greater-than-expected attrition in certain markets. And again, we feel really good about where our bids have come out.

Bidding 130

Bidding Banks Capital Assets 130

The Motley Fool

MAY 7, 2024

Meanwhile, our leverage profile continues to improve as does our outlook on future free cash flow. Overall, our strong margin expansion relative to 2019 has been driven by a combination of the favorable mix shift to higher-margin mass gaming and operating leverage on cost efficiencies. Our best days lie ahead. million in Q1 2019.

Banks 130

Banks Leveraging Capital Legal 130

The Motley Fool

JULY 19, 2024

And is there maybe a pull-forward of some expenses from next year in order to position you for improved positive operating leverage? So, it's important when you consider all this, our revenue and expense, that we are firmly committed to generating positive operating leverage over the back half of 2024. Matthew O'Connor -- Analyst OK.

Leveraging 130

Leveraging Capital Assets Banks 130

The Motley Fool

JULY 14, 2023

Certainly, we've been talking a lot about care patterns, but that has far less of an impact on the benefits filed and is really one of many assumptions that we make inside of our bids. It sounds like you saw it in time for your bids and costs have come in line with the way that you price. Is the leverage within your control?

Bidding 130

Bidding Securities and Exchange Commission (SEC) Banks Consulting 130

The Motley Fool

MAY 1, 2024

Our unwavering focus on increasing operating leverage while investing in future growth is allowing us to raise our 2024 outlook for both revenue and adjusted EBITDA. We are committed to continuing to grow operating leverage into 2025 and beyond. Erica will share details on these plans in a few minutes.

Leveraging 130

Leveraging Consulting Consultants Prospects 130

The Motley Fool

AUGUST 6, 2024

Furthermore, from a risk management perspective, we view these credit investments as a prudent, natural hedge to the inherent rate exposure as we have on the liability side of our balance sheet. To that end, we ended the second quarter with leverage at 5.3 This was the 25th consecutive quarter of leverage at 5.5

Debt 130

Debt Assets Capital Leveraging 130

The Motley Fool

FEBRUARY 22, 2024

Beyond improving customer service contact rates, we believe that over time, we can leverage generative AI technology to help make our customer service agents more efficient across our entire organization. The liability we recorded in our Q4 results is for prior periods related to this pension plan.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Shareholders Pension Funds 130

The Motley Fool

SEPTEMBER 24, 2024

This includes how we've optimized our pricing architecture, made enhancements to our AI inventory buying tool, leveraged our advanced algorithms to reduce underperforming shipments, streamlined our merchandise assortment, and improved our CRM capabilities. Despite the revenue decline, we continue to drive leverage in our business in FY '24.

Leveraging 130

Leveraging Returns Debt Portfolios 130