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DXC Technology (DXC) Q2 2025 Earnings Call Transcript

The Motley Fool

year to year organically as services revenue was down 8% in line with prior quarter, and resale declined 19%. largely due to disciplined resource management, ongoing actions to optimize our data centers and networks, and the lower mix of resale revenue. The resale element is a relatively small component of the improvement.

Resale 130
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DXC Technology (DXC) Q4 2024 Earnings Call Transcript

The Motley Fool

Cloud infrastructure and IT outsourcing organic revenue declined 7%, an improvement from double-digit declines we saw in the prior three quarters due to a significant resale transaction delivered in the quarter. Modern Workplace organic revenue declined year to year in the mid-teens impacted by resale revenue, which was down 30%.

Resale 130
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DXC Technology (DXC) Q1 2025 Earnings Call Transcript

The Motley Fool

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
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Lennar (LEN) Q2 2023 Earnings Call Transcript

The Motley Fool

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
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Camden Property Trust (CPT) Q4 2023 Earnings Call Transcript

The Motley Fool

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. But there's still just a massive bid-ask spread between people who want to buy versus people who want to sell.

Debt 130
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Redfin (RDFN) Q4 2023 Earnings Call Transcript

The Motley Fool

Already, our agents have reported a mostly seasonal resurgence in bidding wars. 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. At one extreme, a Fremont California listing got 50 offers last week.

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Tencent (TCEHY) Q2 2023 Earnings Call Transcript

The Motley Fool

It also results in more competitive bidding inventory that we were previously selling, which is again, higher price translates into higher margins. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. So, ad tech in general, boosts our margins. So, that's one bucket.