The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Barton Crockett - Rosenblatt Securities - Analyst
: Okay. Good morning. Thanks for taking the question. I was, I guess a couple of things I was interested in. One, I was wanting to drill down a little
bit more on the comments you made there at the end about, your guidance assuming, some of the kind of trade war potential impacts. I think if I
recall, I think you guys were talking last quarter about assuming, a reduction in international visitation.
That was somewhat at odds with kind of the early trending, which was not showing that. I was just wondering if you could give us an update in
terms of, are you seeing international attendance fall off and how is that kind of, consistent with or different than what's embedded in your guidance.
Question: Barton Crockett - Rosenblatt Securities - Analyst
: Okay, but I guess what I was wondering is, are you actually seeing the declines that you expected from China and and Canadian exhibitors?
Question: Barton Crockett - Rosenblatt Securities - Analyst
: Okay, that's helpful. And then, another thing I was just kind of curious about, You know what the data you guys just put up in the first quarter but
retaining guidance. You know that would have the first quarter as a percentage of full year EBITDA above 40%, I believe, and that would be higher
than it has been for the past couple of years as a percent of the year.
Is there anything that has just seasonally made the first quarter bigger as a percent of the year in the mix of shows, maybe the acquisition of mature
tech, or would that just maybe you know you're pacing a little better than your guidance this early part of the year?
Question: Barton Crockett - Rosenblatt Securities - Analyst
: Okay. All right, that's great. Thank you.
Question: Allen Klee - Maxim Group - Analyst
: Yes, hi, just just on something you just said somewhat recently on one of the benefits of the first quarter was Insuretech. It didn't a couple things
on Insurtech. Did it show up in EBITDA in the first quarter and then they typically have 3 conferences, I think, and if there was one in March, there's
one in June. When is the third one and is it reasonable to assume that the next two are similar size to the one that just happened? Thank you.
Question: Allen Klee - Maxim Group - Analyst
: That's helpful. Thank you. And then this is beyond, I think they do around 7 events globally. Are all 7 of them, how many of them are you going to
be capturing in 2025? And is there and what when did you've mentioned 2 in 2 in May, but how does that spread out and they kind of similar sizes?
Question: Allen Klee - Maxim Group - Analyst
: Okay, thank you. And then Is there any commentary just on how to think about difference in seasonality for for the quarters going forward?
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Question: Allen Klee - Maxim Group - Analyst
: Great. And for this is beyond, are you planning to fund that in from cash on the balance sheet completely?
Question: Allen Klee - Maxim Group - Analyst
: Okay, and for Insurtech I don't know if the queue came out. I didn't see it before the call in the queue.
Question: Allen Klee - Maxim Group - Analyst
: Okay, great. And just on one last question, just on this was a great, very good quarter, so congrats what one of the things you mentioned of the
performance was continued expense discipline. Can you talk about how you're thinking about that going forward?
Question: Allen Klee - Maxim Group - Analyst
: That's great. Maybe just one other follow up since you mentioned AI, do you have any early data points or anecdotes of the benefits you might
have gotten from from starting with it?
Question: Allen Klee - Maxim Group - Analyst
: Okay, great. Well, thank you for everything and congrats.
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