Latest news with #Upland
Yahoo
5 days ago
- Business
- Yahoo
Braze (BRZE) Q1 Earnings: What To Expect
Customer engagement software provider Braze (NASDAQ:BRZE) will be reporting earnings tomorrow after market close. Here's what to expect. Braze beat analysts' revenue expectations by 3% last quarter, reporting revenues of $160.4 million, up 22.5% year on year. It was a strong quarter for the company, with accelerating customer growth and EPS guidance for next quarter exceeding analysts' expectations. It added 85 customers to reach a total of 2,296. Is Braze a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Braze's revenue to grow 17.1% year on year to $158.6 million, slowing from the 33.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.05 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Braze has a history of exceeding Wall Street's expectations, beating revenue estimates every single time over the past two years by 3.8% on average. Looking at Braze's peers in the sales and marketing software segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Sprout Social delivered year-on-year revenue growth of 12.9%, beating analysts' expectations by 1.5%, and Upland reported a revenue decline of 10%, topping estimates by 3.1%. Sprout Social traded up 9.8% following the results while Upland was also up 16%. Read our full analysis of Sprout Social's results here and Upland's results here. There has been positive sentiment among investors in the sales and marketing software segment, with share prices up 10.5% on average over the last month. Braze is up 15.4% during the same time and is heading into earnings with an average analyst price target of $49.70 (compared to the current share price of $36.26). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
5 days ago
- Business
- Yahoo
UPLD Q1 Earnings Call: Revenue Miss and Margin Expansion Amid Portfolio Reshaping
Business automation software provider Upland Software (NASDAQ: UPLD) fell short of the market's revenue expectations in Q1 CY2025, with sales falling 10% year on year to $63.66 million. Its non-GAAP EPS of $0.23 per share was 32.7% above analysts' consensus estimates. Is now the time to buy UPLD? Find out in our full research report (it's free). Revenue: $63.66 million (10% year-on-year decline) Adjusted EPS: $0.23 vs analyst estimates of $0.17 (32.7% beat) Adjusted Operating Income: $11.36 million vs analyst estimates of -$4.96 million (17.9% margin, significant beat) Revenue Guidance for Q2 CY2025 is $53.3 million at the midpoint, below analyst estimates of $60.38 million EBITDA guidance for the full year is $59.5 million at the midpoint, above analyst estimates of $58.58 million Operating Margin: -1.7% Market Capitalization: $52.7 million Upland's first quarter results were driven by continued product portfolio narrowing and operational changes, as management focused on divesting lower-margin assets to sharpen its market focus. CEO Jack McDonald highlighted key wins for Upland's AI-enabled offerings and noted that 107 new customers joined during the quarter, with 19 classified as major accounts. The company's emphasis on recurring revenue and customer retention was apparent, as McDonald said, '93% of our revenue is recurring,' and pointed to a net dollar retention rate of 99% for the core business after recent divestitures. Management acknowledged the impact of divestitures on reported revenue, with CFO Mike Hill stating that some customer implementations allowed for earlier revenue recognition than expected, especially in the InterFAX product line, which saw increased usage. Looking ahead, Upland's guidance reflects an expectation for continued margin expansion and a renewed focus on high-growth, high-margin segments following recent asset sales. Management projects core organic growth turning positive in the second quarter and strengthening through the year, with adjusted EBITDA margins rising to 26% in the coming quarter and further in the second half. McDonald emphasized that 'we have now turned the corner and anticipate, beginning here in Q2, positive core organic growth for the business, together with higher margins.' The company expects recurring revenue and improved product focus to support higher net retention and longer customer lifetimes, but acknowledged that macroeconomic headwinds, including potential tariff disruptions, could still affect the outlook. Continued debt reduction and disciplined investment in product development remain central to Upland's strategy. Management attributed first quarter results to increased focus on core product lines, targeted divestitures, and strength in AI-enabled offerings, while highlighting improved operational efficiency and customer retention. AI product momentum: Upland saw notable expansion across its AI-powered product portfolio, with wins in sectors requiring compliance and knowledge management. The company reported new customer deals for its Panviva and RightAnswers platforms, which offer contextualized, AI-driven knowledge solutions tailored for regulated industries. Go-to-market realignment: Upland recently terminated its Chief Sales Officer and shifted sales responsibilities to general managers of product groups. Management stated this change enhances focus and efficiency, aligning sales efforts more closely with individual product lines and market needs. Divestiture impact: The sale of Upland's mobile messaging product lines post-quarter-end sharpened the company's focus on higher-margin, higher-retention products. Management noted that this move increased the net dollar retention rate for the core business to 99% while reducing reported revenue guidance. Product development leverage: The completion of Upland's India-based development center at the end of last year has improved R&D productivity, allowing for continued product enhancements without increasing total R&D spend as a percentage of revenue. Operational discipline: Upland used proceeds from divestitures and free cash flow to pay down $34.2 million in debt during the quarter, with net leverage expected to decline further as cash generation continues. The company's operational changes contributed to a significant improvement in adjusted EBITDA margin. Upland's outlook is shaped by its renewed product focus, expanded AI capabilities, and continued operational streamlining, with margin expansion expected to offset revenue headwinds from divestitures. Refined portfolio strategy: Management expects the more focused product set—centered on AI-enabled solutions for compliance-heavy industries—to drive higher organic growth and retention. The company projects core organic growth rates of 2% in the next quarter, with internal targets for further acceleration. Margin expansion drivers: Divestitures of lower-margin businesses and increased development efficiency are expected to raise adjusted EBITDA margins to 26% in the second quarter and higher levels in the second half of the year, supported by stable R&D spend and operational discipline. Risks and uncertainties: Management flagged the potential for macroeconomic disruptions—such as new tariffs—to slow improvements in organic growth. Additionally, the transition to a more streamlined sales structure introduces some execution risk as general managers take on broader responsibilities. In the coming quarters, the StockStory team will be watching (1) whether Upland's core organic growth rates accelerate as projected, (2) if margin expansion materializes amid ongoing cost discipline and a streamlined product portfolio, and (3) the effectiveness of the decentralized sales model in driving new and expanded customer relationships. Additional attention will be given to execution of AI product enhancements and the company's ability to sustain high net dollar retention rates. Upland currently trades at a forward price-to-sales ratio of 0.3×. At this valuation, is it a buy or sell post earnings? The answer lies in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
29-05-2025
- General
- Yahoo
Southern California mother arrested after drunkenly crashing car with kids inside, police say
A Southern California mother was arrested on suspicion of DUI after crashing her car with her children still inside. On Memorial Day, Upland police responded to the collision near Campus Avenue and Arrow Highway in Upland just after 10 p.m. The woman, who was driving a Chevy sedan, had crashed into the rear of a Jeep SUV that was parked on the side of the road. Photos from the scene showed the woman's car sustained heavy front-end damage. The impact had shoved the Jeep onto a curb and left damage on the rear passenger side. Police arrived at the scene and found two young children in the backseat of the woman's car. The children were uninjured, but the woman sustained minor injuries. Officers said the woman also appeared to be drunk. In a video posted by Upland police, the woman appeared confused as to why she was being taken into custody. She was arrested for felony DUI and child endangerment. Her children were later released into the custody of family members. No further details, including the woman's identity, were provided as the case remains under investigation. Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
Yahoo
27-05-2025
- Yahoo
Inmate apprehended after walking away from L.A. County Fire camp
An inmate who walked away from a prison camp in Sylmar was apprehended hours later, officials from the California Department of Corrections and Rehabilitation said. Angel Gaxiola, 33, was taken into custody Monday around 8:20 a.m. in the city of Upland in San Bernardino County. Gaxiola was reported missing around 9 p.m. the previous evening from the Holton Conservation Camp, a joint operation between CDCR and the Los Angeles County Fire Department which provides training for incarcerated individuals to assist with emergencies and natural disasters. After confirming that Gaxiola was not present, CDCR officials alerted local authorities to his disappearance. He was ultimately located about 55 miles southeast of the camp and arrested by officers from the Upland Police Department. Gaxiola was serving a six-year sentence for second degree robbery in San Bernardino County. He'd been staying at the Holton Conservation Camp since Jan. 22, CDCR officials said. He is now likely to face fresh charges for escaping custody, which will be considered by the Los Angeles County District Attorney's Office. Inmates walking away from these lower security training and work camps is rare, and CDCR says 99% of all inmates who have left any California institution or other facility have been apprehended since 1977. Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
CBS News
21-05-2025
- Health
- CBS News
Delaware County mother thanks paramedics who saved her baby outside closed Crozer-Chester Medical Center
A Delaware County woman is reliving the frightening moments after her baby had a medical emergency outside Crozer-Chester Medical Center. In an exclusive interview with CBS News Philadelphia, Shaniqua Whitaker, of Marcus Hook, said she was at work at the time and her 5-month-old daughter, Shyanne Glen, was with her aunt. "They just called and said she wasn't breathing and my heart just dropped," Whitaker said. The medical emergency happened last week as a news conference outside the hospital in Upland, hosted by Pennsylvania Governor Josh Shapiro, was wrapping up. Dai'shanik Dickerson, Shyanne's aunt, said she was driving to Hobby Lobby with her niece in the back seat when she noticed something was wrong. Dickerson pulled over next to a group of paramedics and police officers who were gathered for the news conference. "When the officer took [Shyanne] from my hands, she was weak at the point, and he patted her aggressively twice in the back, and she let out the noise," Dickerson said. "And that was like a breath of fresh air for me." Even though Shyanne was at Crozer, she couldn't be admitted for treatment because the hospital has been shut down for weeks as its parent company, Prospect Medical Holdings, deals with bankruptcy. CBS Philadelphia VMSC Emergency Medical Services, whose staff members were on scene, took Shyanne by ambulance to Nemours Children's Hospital in Wilmington, a 20-minute drive away, where she was given a diagnosis. "They said it was an episode called BRUE, where it's like a brief resolved unexplained episode where babies will stop breathing for a brief moment," Whitaker said. Whitaker fears what could have happened if paramedics hadn't been in the right place at the right time. "It's fortunate that she [my daughter] was okay, but not everyone is going to have the same, you know, outcome," Whitaker said. "Thank you to the paramedics, to the cop who helped do the baby Heimlich, who got her to breathe again." Whitaker said her scare speaks to the potential consequences of a growing healthcare desert in Delaware County. "I couldn't imagine if something would have happened to my sister's only child, my only niece," Dickerson.
