Core Viewpoint - BingEx Limited, operating under the brand "FlashEx," reported a decline in revenues and order volume for Q3 2025, primarily due to intensified market competition, while also highlighting efforts to enhance brand reputation and customer loyalty [1][3][4]. Financial Performance - Revenues for Q3 2025 were RMB1,005.4 million (US$141.2 million), down from RMB1,154.8 million in Q3 2024, reflecting a decrease of approximately 12.9% [4][6]. - Cost of revenues decreased to RMB893.6 million (US$125.5 million) from RMB1,024.5 million in the same period of 2024, aligning with the revenue decline [4][6]. - Gross profit was RMB111.8 million (US$15.7 million), compared to RMB130.3 million in Q3 2024, with a gross profit margin of 11.1%, slightly down from 11.3% [5][6]. - Operating income fell to RMB14.1 million (US$2.0 million) from RMB46.2 million in Q3 2024, while non-GAAP operating income was RMB23.7 million (US$3.3 million) [6][8]. - Net income increased to RMB43.7 million (US$6.1 million) from RMB23.8 million in the same period of 2024, with non-GAAP net income rising to RMB62.6 million (US$8.8 million) from RMB57.6 million [10][11]. Shareholder Value - Shareholders' equity grew from RMB747.1 million at the end of 2024 to RMB839.3 million as of September 30, 2025 [3][10]. - The company repurchased approximately 1.6 million American Depositary Shares (ADSs) for about US$5.4 million as part of its share repurchase program [3][12]. Operational Insights - The number of orders fulfilled in Q3 2025 was 63.2 million [6]. - General and administrative expenses increased by 105.2% to RMB37.0 million (US$5.2 million) due to higher professional fees and share-based compensation [7]. - Research and development expenses decreased by 20.1% to RMB17.7 million (US$2.5 million) [8]. Market Positioning - The company emphasized its commitment to enhancing competitiveness and expanding service categories to meet evolving user needs, aiming for sustainable growth while fulfilling social responsibilities [3][15].

INVESTOR DAY November 13th, 2025 Disclaimers Forward-Looking Statements This presentation contains forward-looking information and statements, within the meaning of applicable securities laws (collectively, "forward-looking statements"), including, but not limited to, statements regarding future prospects and performance of Bausch + Lomb Corporation ("Bausch + Lomb", the "Company", "we", "us", or "B+L"), our 2025 full year guidance, our three year financial targets (including targets for Company and segment ...

Financial Data and Key Metrics Changes - Consolidated total revenue for Q3 2025 was $347.1 million, an increase of 43.3% compared to $242.2 million in the prior year period [16] - Net loss attributable to common stockholders decreased to $9.4 million, or $0.71 per fully diluted share, compared to $15.3 million, or $1.18 per fully diluted share in the prior year [16] - Total adjusted EBITDA was $19.8 million in Q3 2025, up from $16.8 million in the prior year period [16][17] Business Line Data and Key Metrics Changes - Infrastructure segment revenue increased by 45.4% to $338.4 million from $232.8 million in the prior year quarter, driven by project timing and size at DBM Global [17] - DBM Global achieved adjusted EBITDA of $23.5 million, up from $20.9 million in the prior year [18] - Life sciences revenue increased by 3.3% to $3.1 million, primarily driven by R2's sales growth [19][20] - Spectrum segment revenue decreased by $800,000 to $5.6 million, with adjusted EBITDA down by $700,000 to $1 million [21] Market Data and Key Metrics Changes - DBM Global's adjusted backlog increased by approximately $500 million to just over $1.6 billion since the end of 2024 [7] - R2's year-to-date revenues increased by approximately 65% over the same period from last year, with significant growth in international markets [11] - Spectrum faced a challenging advertising environment, but new network launches are showing signs of strength in Q4 [15] Company Strategy and Development Direction - The company is exploring strategic alternatives for DBM Global and HC2 Broadcasting, indicating a focus on optimizing asset value [5] - There is a commitment to exiting life science businesses, although this process has taken longer than expected [5] - The company is focused on enhancing its infrastructure and data center capabilities, anticipating growth in these areas [9] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the momentum building for 2026, driven by a growing adjusted backlog and improving market conditions [9] - The approval of MediBeacon's Lumitrace injection is expected to unlock access to a significant healthcare market in China [10] - Management noted that while EBITDA may come in slightly below 2024 levels, there is confidence in the growth trajectory for the infrastructure segment [9] Other Important Information - As of September 30, 2025, the company reported a backlog of $1.5 billion and an adjusted backlog of $1.6 billion [19] - The company had total principal outstanding indebtedness of $700.4 million, an increase from $668.3 million at the end of 2024 [23] Q&A Session Summary - There were no questions during the Q&A session, indicating a lack of immediate inquiries from analysts or investors [24]

Core Insights - LandBridge Company LLC reported a strong financial performance for Q3 2025, achieving a revenue growth of 78% year-over-year and 7% quarter-over-quarter, marking the sixth consecutive quarter of revenue and Adjusted EBITDA growth [1][5][9] - The company declared a quarterly cash dividend of $0.10 per share, reflecting its commitment to returning value to shareholders [1][20] - LandBridge completed the acquisition of approximately 37,500 acres, increasing its total holdings to over 300,000 surface acres, which supports its strategy of optimizing and diversifying revenue streams [1][6][8] Financial Performance - Revenues for Q3 2025 were $50.8 million, compared to $28.5 million in Q3 2024, with a net income of $20.3 million and a net income margin of 40% [5][9][11] - Adjusted EBITDA reached $44.9 million, up 79% year-over-year, with an Adjusted EBITDA margin of 88% [5][10][11] - Free Cash Flow for Q3 2025 was $33.7 million, reflecting a Free Cash Flow margin of 66% [5][16][41] Revenue Streams - Surface Use Royalties and Revenue generated $35.0 million in Q3 2025, up from $16.5 million in Q3 2024, driven by increased commercial activity [12] - Resource Sales and Royalties contributed $10.8 million, showing a 2% sequential increase [13] - Oil and Gas Royalties increased by 22% sequentially to $3.3 million, supported by higher net royalty production [14] Recent Developments - The acquisition of 37,500 acres enhances LandBridge's capacity to meet rising demand for high-quality pore space and supports potential alternative energy developments [6][8] - The company finalized the sale of a 3,000-acre solar energy generation project, which has a proposed capacity of up to 250 MW, indicating a strategic move towards alternative energy [7][45] Outlook - LandBridge reaffirms its fiscal year 2025 outlook, expecting Adjusted EBITDA to be between $165 million and $175 million [21]

Core Viewpoint - Katapult Holdings held its Third Quarter 2025 Earnings Call, discussing financial performance and future guidance [2]. Group 1: Financial Performance - The call included remarks from key executives, including the CEO, CFO, and Chief Growth Officer, indicating a focus on operational results and financial guidance [2]. - The company provided both GAAP and non-GAAP financial measures, emphasizing the importance of understanding these metrics in evaluating performance [3]. Group 2: Forward-Looking Statements - The executives made forward-looking statements regarding financial guidance and business operations, highlighting the inherent risks and uncertainties associated with these projections [3]. - The company noted that actual results may differ materially from these forward-looking statements, which are based on current beliefs and assumptions [3].

Core Insights - Assertio Holdings reported strong financial results for Q3 2025, with significant growth in net product sales, particularly for Rolvedon, which saw sales increase to $38.6 million from $15.0 million year-over-year [7][2] - The company has narrowed its FY2025 net product sales guidance to a range of $110 million to $112 million and adjusted EBITDA guidance to $14 million to $16 million [5][1] - Paul Schwichtenberg has been promoted to President and COO, indicating a strategic focus on operational efficiency and commercial execution [6][8] Financial Performance - Rolvedon net product sales reached $38.6 million in Q3 2025, a 157% increase from $15.0 million in Q3 2024 [7] - Sympazan net product sales grew to $2.8 million in Q3 2025, up from $2.6 million in the prior-year quarter [7] - Indocin net product sales decreased to $4.8 million in Q3 2025 from $5.7 million in Q3 2024 due to generic competition [7] - Gross margin was reported at 72%, down from 74% in the prior-year quarter, attributed to a higher proportion of Rolvedon sales [7] - Adjusted EBITDA for Q3 2025 was $20.9 million, significantly up from $4.4 million in Q3 2024 [7] Guidance and Outlook - The updated guidance for FY2025 reflects the impact of the Rolvedon pull-forward and improved visibility into expected performance for the remainder of the year [5][2] - The company expects uninterrupted patient supply of Rolvedon, with regular sales of the newly labeled product anticipated to begin in Q2 2026 [7] Leadership Changes - Paul Schwichtenberg's promotion to President and COO is aimed at enhancing commercial strategies and driving future growth [8][6] - Schwichtenberg has a history of leadership roles within the company, focusing on operational and commercial execution [8]

Core Insights - Aeries Technology held its Second Quarter Fiscal 2026 Earnings Conference Call to discuss results for the quarter ended September 30, 2025, and outline strategic priorities for future growth [1]. Financial Performance - The call included discussions on Aeries' expectations regarding future performance and market opportunities, indicating a focus on growth and strategic direction [2]. Strategic Priorities - The leadership team, including CEO Ajay Khare and CFO Daniel Webb, is set to review the company's strategic priorities that will shape the next stage of growth [1].

Financial Performance - Revenue for Q3 2025 was $1602 million, a 1% increase compared to Q3 2024[13] - Adjusted EBITDA for Q3 2025 was $518 million, with a 323% Adjusted EBITDA margin[13] - Adjusted diluted EPS for Q3 2025 was $101, compared to $087 in Q3 2024, a 16% increase[13] - The full-year revenue range is revised to $6200 million - $6250 million, with an Adjusted EBITDA margin guidance revised to approximately 310%[13] - Free Cash Flow before one-time costs YTD September 2025 was $813 million, compared to $693 million in 2024[32] Revenue Analysis by Segment - Total Women's Health revenue was $429 million in Q3 2025, a decrease of 3% compared to Q3 2024[17] However, year-to-date Women's Health revenue increased by 3% to $1354 million[15,17] - Nexplanon revenue was $223 million in Q3 2025, a decrease of 8% compared to Q3 2024[17] - Total Biosimilars revenue was $196 million in Q3 2025, a 19% increase compared to Q3 2024[20] Year-to-date Biosimilars revenue increased by 2% to $510 million[20] - Hadlima revenue increased by 57% to $63 million in Q3 2025[20] - Total Established Brands revenue was $956 million in Q3 2025, a 1% increase compared to Q3 2024[24] Year-to-date Established Brands revenue decreased by 5% to $2778 million[24] Geographic Performance - United States revenue increased by 2% to $406 million in Q3 2025[56] - Europe and Canada revenue decreased by 4% to $417 million in Q3 2025[56] - Latin America, Middle East, Russia and Africa revenue increased by 18% to $286 million in Q3 2025[56] Guidance - Full-year revenue guidance is revised to $6200 million - $6250 million, representing a nominal revenue growth of (32%) - (24%)[39] - Adjusted EBITDA margin guidance is revised to approximately 310%[39]

Core Insights - Datadog reported Q3 2025 non-GAAP EPS of 55 cents, a 19.6% increase year-over-year, exceeding Zacks Consensus Estimate by 22.22% [1] - The company's net revenues reached $885.7 million, reflecting a 28.4% year-over-year growth and surpassing the consensus estimate by 4.22% [1] Customer Metrics - Datadog ended Q3 with 32,000 customers, up from approximately 29,200 in the same period last year [2] - The number of customers with an annualized run rate (ARR) of $100,000 or more increased to 4,060, compared to about 3,490 in the prior year, contributing to 89% of total ARR [2] Product Usage - 84% of customers utilized two or more products, an increase from 83% year-over-year [3] - 54% of customers used four or more products, up from 49% in the previous year [3] - The trailing 12-month net revenue retention rate was approximately 120%, an increase from the mid-110% range in the prior year [3] Financial Performance - Non-GAAP gross profit for Q3 increased by 28.4% year-over-year to $718.9 million, with an adjusted gross margin of 81.2% [4] - Research & development expenses rose by 38.2% year-over-year to $269.5 million, accounting for 30.4% of revenues, an increase of 220 basis points [4] - Sales and marketing expenses increased by 25.5% year-over-year to $195.5 million, with a slight contraction in percentage of revenues to 22.1% [5] - General & administrative expenses grew by 28.7% year-over-year to $46.5 million, remaining flat as a percentage of revenues [5] - Non-GAAP operating income was reported at $207.4 million, a 19.8% increase year-over-year, although the non-GAAP operating margin declined by 170 basis points to 23.4% [6] Balance Sheet and Cash Flow - As of September 30, 2025, Datadog had cash, cash equivalents, and marketable securities totaling $4.1 billion, up from $3.9 billion as of June 30, 2025 [7] - Operating cash flow for the quarter was $251 million, an increase from $200 million in the previous quarter [7] - Free cash flow was reported at $214 million, compared to $165 million in the prior quarter [7] Guidance - For Q4 2025, Datadog anticipates revenues between $912 million and $916 million, with non-GAAP EPS expected in the range of 54-56 cents [10] - For the full year 2025, revenues are projected between $3.386 billion and $3.390 billion, with non-GAAP EPS expected to be between $2.00 and $2.02 [10]

Financial Performance - Q3 2025 - Sales reached $448 million, compared to $404 million in the same period of 2024[9, 29] - Adjusted EBITDA stood at $92 million, resulting in an Adjusted EBITDA margin of 20.4%[9, 29] - Adjusted earnings per share (EPS) was $0.69[9, 29] - Adjusted Free Cash Flow was $72 million[9] - Net income was $55 million, with diluted earnings per share at $0.66[10, 29] Balance Sheet and Capital Allocation - The company has $618 million in liquidity[32] - Net Debt to Adjusted EBITDA ratio is 1.0x[32] - $30 million of share repurchases were executed in Q3 2025, with $61 million repurchased year-to-date[32] - The quarterly dividend was increased by 10% to $0.055 per share[32] 2025 Outlook - Sales are projected to be in the range of $1.72 billion to $1.745 billion[33] - Adjusted EBITDA margin is expected to be between 19.50% and 20.0%[33] - Adjusted earnings per share are forecasted to be $2.50 to $2.65[33]