What is the market's earnings forecast for Urgent.ly next quarter?

What is the revenue and EPS growth rate for Urgent.ly year over year?

What is Urgent.ly's latest dividend and current dividend yield?

What does Urgent.ly do and what are its main business segments?

What is Urgent.ly's gross profit margin?

Did Urgent.ly beat or miss consensus estimates last quarter?

What factors drove the changes in Urgent.ly's revenue and profit?

What guidance did Urgent.ly's management provide for the next earnings period?

- **Revenue Stability**: $32.9 million Q3 revenue, in line with expectations, despite 9% YoY decline due to customer exit.
- **Margin Improvement**: Gross margin up to 25%, non-GAAP operating income achieved, signaling profitability拐点.
- **Strategic Wins**: New Sony Honda Mobility partnership and insurance pilot programs, with strong customer satisfaction scores.
- **Financial Health**: $4 million cash, $61 million debt, and Q4 guidance for breakeven non-GAAP operating loss.
- **Economic Resilience**: Anticyclical business model expected to thrive in economic downturns, with renewed focus on growth and balance sheet management.

**【CEO Summary Section】**
- Q3 revenue of $32.9 million, in line with expectations, with gross margin improving to 25% (up from 21% YoY). Achieved non-GAAP operating income, a key milestone.
- Secured new contracts, including partnership with Sony Honda Mobility for AFEELA vehicles, and expanded insurance market presence with pilot programs.
- Customer satisfaction scores at 4.6/5, with focus on renewals and balance sheet recapitalization to meet NASDAQ listing requirements.

**【CFO Financial Commentary】**
- Revenue down 9% YoY due to customer termination, offset by new contracts. Gross profit increased by $346k, driven by cost optimizations.
- Operating expenses reduced by 28% ($3.8 million), with significant cuts in R&D (42%), sales/marketing (53%), and G&A (26%).
- Q4 outlook: $30-33 million revenue, non-GAAP loss under $500k, with $4 million cash balance and $61 million debt.

**【Q&A Highlights】**
- CEO: Anticipates stronger performance in a weak economy, with more breakdowns boosting incident volume. Renewals strong, targeting 25-30% gross margin over time.
- CFO: Focus on disciplined execution, operational efficiency, and new customer wins to drive growth and profitability.

Urgent.ly Inc. (ULY) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

ULY

ULY fundamentals

You can ask Aime