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- **Revenue Growth**: Q3 2025 revenue up 30% YoY to $48 million, driven by merger integration.
- **Profitability**: Pro forma adjusted EBITDA rose to $3.1 million, up 417% YoY.
- **Share Buybacks**: 8% of shares repurchased in Q3, with $3 million buyback authorization.
- **AI Expansion**: Digital AI solutions like TalentIQ driving client engagement and growth.
- **Synergy Target**: $2 million annual synergies expected by mid-2026.

**【CEO Opening Remarks】**
- Q3 2025 revenue reached $48 million, up 30% YoY, driven by the merger with Star Operating Companies.
- Pro forma adjusted EBITDA rose to $3.1 million, compared to $600,000 in Q3 2024.
- The company repurchased 8% of shares in Q3 and authorized a new $3 million buyback program.
- Management emphasized the undervalued stock price and confidence in long-term growth through acquisitions and organic expansion.

**【Business Services Segment (Jake Zabkowicz)】**
- Q3 revenue $37 million, flat YoY, with gross profit $18.6 million and adjusted EBITDA $1.7 million.
- Resilient performance in a contracting talent acquisition market, with $39.8 million in renewals and $11.1 million in new wins.
- Recognition as #1 talent provider in Asia-Pacific and 17th consecutive Bakers Dozen award.
- Digital AI solutions driving client engagement, with TalentIQ providing real-time market intelligence.

**【Building Solutions & Energy Services (Rick Coleman)】**
- Building Solutions: Pro forma revenue $21.4 million (vs. $13.7 million YoY), gross profit $5.3 million (vs. $2.8 million), EBITDA $2.6 million (vs. $700k).
- Energy Services: Pro forma revenue $3.7 million, gross profit $1.5 million, EBITDA $1 million (vs. $300k YoY).
- Strong backlog of $20 million in Building Solutions and 1.01 book-to-bill ratio.
- Focus on higher-margin projects and disciplined cost management.

**【Q&A Highlights】**
- **Gross Margin Guidance**: Building Solutions targeting mid-20% margin on a rolling 4-quarter basis.
- **AI Strategy**: Digital AI solutions like TalentIQ driving client retention and expansion.
- **Share Repurchases**: $3 million buyback program reflects confidence in intrinsic value.
- **Synergies**: Targeting $2 million annual synergies post-merger, expected to materialize by mid-2026.
- **RPO Market Cycle**: Attrition rates returning to normal levels, positioning for mid-cycle recovery.

Star Equity Holdings, Inc. (STRR) Q3 2025 Earnings Call Transcript

- **Q2 Growth Momentum**: 3rd straight quarter of adjusted net revenue growth (+5.1%), EBITDA up 86%. 
- **Regional Strength**: APAC adjusted net revenue +17%, Americas new logo wins drive 22% sales. 
- **Strategic Acquisitions**: Japan (ACG) and McKinsey CMO Group teams added to expand service offerings. 
- **AI Platform Impact**: Hudson Fusion adoption growing; digital division a key growth driver. 
- **Merger Catalyst**: Post-Star Equity merger, targeting 17-18% 5-year CAGR through organic growth and acquisitions.

**【Management Opening Remarks】**
- Q2 2025 revenue: $35.5 million (slight YoY decline in constant currency). Adjusted net revenue: $18.6 million (+5.1% YoY). Adjusted EBITDA: $1.3 million (vs. $0.7 million YoY). Net loss: $0.7 million (-47% YoY loss). 
- 3 consecutive quarters of YoY growth in adjusted net revenue and EBITDA. $1.4 million invested in sales, marketing, and tech for future growth. 
- Growth strategy: organic expansion, bolt-on acquisitions, cross-regional service integration. 

**【CEO Commentary】**
- Americas: Revenue +2%, adjusted net revenue -1% YoY. Driven by new logo wins and land-and-expand strategy. 
- APAC: Adjusted net revenue +17% YoY (shift to permanent placements). Japan acquisition (Alpha Consulting Group) to unlock new client opportunities. 
- EMEA: Revenue +6% YoY, adjusted net revenue -9% YoY. Middle East expansion showing traction. 
- New logo wins: $31.1M from renewals/expansions, $11.4M from new clients over 4Q. 
- Digital platform (Hudson Fusion) adoption growing; AI tools driving client engagement. 

**【CFO Financial Commentary】**
- Americas: Adjusted EBITDA $0.7M (vs. $0.6M YoY). APAC: Adjusted EBITDA $1.9M (vs. $0.8M YoY). EMEA: Adjusted EBITDA loss $0.4M (vs. $0.3M profit YoY). 
- Cash flow: $0.1M inflow (vs. $4.3M outflow YoY). Ending cash: $17.5M. 
- Balance sheet: $5.8M goodwill, $2.0M intangibles. Working capital: $12.2M. 

**【Q&A Highlights】**
- **Asia Performance**: 16% margin expansion due to depressed 2024 comparables in financial services. 
- **Americas Growth**: 22% of sales, driven by new logo wins and sector-specific hiring (e.g., tech, healthcare). 
- **Acquisition Strategy**: McKinsey CMO Group team hired (not acquired), with profit-sharing arrangement. Japan acquisition (ACG) expected to be breakeven Q1-Q2, then profitable. 
- **AI Platform**: Hudson Fusion adoption accelerating; 2 clients using TalentIQ. Digital division a key growth driver. 
- **Merger with Star Equity**: Special meeting on Aug 21. Post-merger priorities: organic growth, bolt-on acquisitions, share buybacks. 
- **Long-term Outlook**: 13-26% 2025-2026 growth, 17-18% 5-year CAGR. Diversified service offerings (RPO, contingent, exec search) to mitigate macro risk.

Hudson Global, Inc. (HSON) Q2 2025 Earnings Call Transcript

- **Revenue resilience**: Adjusted net revenue +2.2% YoY despite macro headwinds; Asia Pacific up 14%.
- **Digital transformation**: Hudson Infusion AI platform set to launch Q3/Q4 2025, targeting 12-18 month client implementations.
- **Geographic expansion**: Strong growth in India, Latin America; Japan remains underpenetrated.
- **Client trends**: Pharma/life sciences resilient; US, China, UK clients cautious on hiring.
- **Share buybacks**: Actively evaluating repurchases when stock undervalued; prefer negotiated trades.

**【CEO Opening Remarks】**
- Q1 2025 revenue: $31.9M (down 3.3% YoY in constant currency); adjusted net revenue: $16.4M (up 2.2% YoY in constant currency). 
- Asia Pacific led growth with 14% adjusted net revenue increase.
- Adjusted EBITDA loss narrowed to $0.7M vs. $1.5M YoY; net loss per share improved to $0.59 vs. $0.95 YoY.
- Emphasized Hudson RPO's ability to outperform peers through strategic investments and operational efficiency.

**【CFO Regional Financial Breakdown】**
- Americas: Revenue +15%, adjusted net revenue +3% YoY; EBITDA improved to $0.1M vs. -$0.7M YoY.
- Asia Pacific: Revenue -7% but adjusted net revenue +14% due to higher permanent placement mix.
- EMEA: Revenue -7%, adjusted net revenue -19%; EBITDA loss widened to -$0.5M vs. +$0.3M YoY.
- Day sales outstanding: 56 days (vs. 51 days prior quarter); cash balance: $17.2M.

**【RPO Business Update】**
- Secured $20M in renewals/ extensions and $2.4M in new logo wins.
- Launched digital division with Chief Digital Officer Steph Edwards; proprietary Hudson Infusion platform expected Q3/Q4 2025 launch.
- Expanded geographic reach in India, Latin America, Middle East; underpenetrated in Japan.

**【Key Q&A Takeaways】**
- Client hesitation persists in US, China, UK due to macro uncertainty; strongest demand in pharma/life sciences, financial services.
- Digital transformation will enable 12-18 month implementation vs. peers' 24+ month timelines.
- Share buybacks prioritized when stock undervalued; prefer negotiated trades due to low liquidity.
- Attrition rates returning to historical 15% range from 2024 lows of 8-9%.
- 2025 focus: organic growth investments, geographic expansion, digital innovation.

Hudson Global (HSON)-13 May 25-2025 Q1 Earnings call transcript

- **Q4 2024 Results**: Revenue down 2% YoY but adjusted net revenue +5.7%, with EBITDA improving to $0.9M. Net loss widened to $0.6M.
- **Regional Strength**: Americas revenue +18% YoY, EMEA +7% QoQ. APAC constrained by large client decline but adjusted net revenue +6%.
- **Growth Investments**: $3.4M spent on sales/tech/digital, launching Hudson Digital to drive AI-enabled talent solutions.
- **Pipeline Momentum**: 2025 sales pipeline up 30% YoY, with 10%+ of inquiries focused on AI/digital solutions.
- **Share Buybacks**: Soft goal to repurchase 10% of shares annually, with 2024 buyback of 154,000 shares.

**【CEO Summary Section】**
- Q4 2024 revenue was $33.6 million (-2% YoY in constant currency), while adjusted net revenue rose 5.7% to $17.6 million. Adjusted EBITDA improved to $0.9 million from $0.1 million YoY, though net loss widened to $0.6 million.
- Highlighted restructuring efforts in 2024, including sales/marketing/tech investments of $3.4 million to drive future growth.
- Encouraged by expanding sales pipeline and improving client satisfaction, positioning for top/bottom line improvement in 2025.

**【CFO Financial Commentary】**
- Americas revenue +18% YoY, EBITDA +$0.5 million (vs. $0.2M prior). EMEA revenue +7% QoQ, EBITDA $0.2 million (vs. $0.6M YoY decline). APAC revenue -10% YoY due to a large MSP client decline, despite 6% adjusted net revenue growth.
- Q4 2024 cash flow from ops was $2.0 million (vs. $3.3M YoY). Ended with $17.7 million cash, including $0.7M restricted. Day sales outstanding improved to 51 days (from 56 days).

**【RPO Business Update】**
- Secured $56M in renewals/extension wins and $7M in new logo wins. Expanded go-to-market with doubled sales team size. Launched Hudson Digital division with Steph Edwards as CDO to enhance AI-driven talent solutions.
- Maintained industry leadership with 16th straight Baker's Dozen ranking and 12th in APAC. Focused on organic growth via geographic expansion and service line diversification.

**【Q&A Key Takeaways】**
- **Demand Environment**: Global hiring activity remains subdued but improving, with momentum in commercial and technology sectors. EMEA/Americas showing relative strength.
- **Growth Strategy**: 2025 priorities include M&A (geographic expansion), digital product investment, and organic share of wallet growth. Digital solutions now account for 10%+ of pipeline.
- **Acquisition Pipeline**: Actively evaluating opportunities but prioritizing high ROI organic investments. Cultural fit and synergies key in M&A.
- **Sales Cycle**: Enterprise RPO sales cycle remains 9-16 months, but pipeline activity up 30% YoY. Clients increasingly seeking AI-driven talent intelligence.
- **Share Buybacks**: Soft goal to repurchase 10% of shares annually. 2024 bought back 154,000 shares at $16 avg; 2025 buyback activity will depend on stock price and liquidity.

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