Dave Inc. (NASDAQ:DAVE ) Q1 2025 Results Conference Call May 8, 2025 8:30 AM ET Company Participants Jason Wilk - Chief Executive Officer Kyle Beilman - Chief Financial Officer Conference Call Participants Devin Ryan - Citizens Joseph Vafi - Canaccord Genuity Harold Goetsch - B. Riley Securities Jacob Stephan - Lake Street Capital Markets Jeff Cantwell - Seaport Research Gary Prestopino - Barrington Operator Good morning, everyone, and thank you for participating in today's conference call to discuss Dave's financial results for the first quarter ended March 31, 2025.
Dave Inc. (DAVE) came out with quarterly earnings of $2.48 per share, beating the Zacks Consensus Estimate of $1.54 per share. This compares to earnings of $0.62 per share a year ago.
DAVE's top line is likely to have benefited from rising multi-transacting members in the first quarter of 2025.
DAVE INC (DAVE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Here is how Dave Inc. (DAVE) and Information Services Group (III) have performed compared to their sector so far this year.
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Given the rise in DAVE shares, we analyze its current position to determine whether investors should ride the rally or avoid it.
PLAY's fiscal fourth-quarter revenues reflect dismal contributions from food and beverage and entertainment segments.
Despite strong EBITDA figures, Dave & Buster's has no free cash flow and an increasing debt load, making it a poor investment. Management's continued share repurchases amid high leverage and negative free cash flow depict poor capital allocation. PLAY stock's valuation at 1x EBITDA is misleading due to the lack of topline growth and a negative balance sheet.
Dave & Buster's Entertainment, Inc. PLAY will release its fourth-quarter financial results after the closing bell on Monday, April 7.
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PLAY fourth-quarter fiscal 2024 results are likely to be negatively impacted by the drop in comps and disruptions due to remodeling construction at certain locations.