Financial Data and Key Metrics Changes - In Q2 2025, Roblox reported revenue of $1,100,000,000, representing a 21% increase year on year [7] - Q2 bookings reached $1,400,000,000, up 51% year on year [7] - Daily Active Users (DAUs) were 111,800,000, an increase of 41% year on year [8] - Monthly unique payers in Q2 were 23,400,000, up 42%, setting a new all-time record [10] - Developer Exchange (DevEx) was $316,400,000, up 52% year on year, also a new all-time record [10] Business Line Data and Key Metrics Changes - Bookings growth was strong across all regions, with the U.S. and Canada seeing a 43% increase, while APAC grew by 75% [8] - Notable year-on-year Q2 bookings growth included Japan over 50%, India over 90%, and Indonesia over 150% [8] Market Data and Key Metrics Changes - In Q2, the U.S. and Canada DAUs grew by 21%, while APAC DAUs increased by 76% [9] - Engagement hours reached 27,400,000,000, up 58% year on year, with significant growth in APAC at 95% [9] Company Strategy and Development Direction - Roblox aims to capture 10% of the global gaming content market, with a focus on performance, quality, and discovery [6][11] - The company is investing in global infrastructure, personalization, and discovery to enhance user experience and creator success [12][13] - Innovations in safety and privacy tools were introduced, including trusted connections and age estimation [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to capitalize on multiple tailwinds, including the UGC creator economy and advancements in AI [24] - The full-year 2025 revenue guidance was raised to a growth of 22% to 25% year on year, with bookings growth expected at 34% to 37% [27][29] Other Important Information - The company highlighted the success of new viral hits, with five experiences exceeding 10,000,000 DAUs [11] - A new creator rewards program was introduced to better align incentives with long-term platform health [82] Q&A Session Summary Question: How much capacity does the system have to absorb the surge in demand? - The company is pushing numbers above 30,000,000 concurrent players and has optimized its infrastructure to handle this load without excessive CapEx [33][34] Question: How do you see the ecosystem implications of recent changes? - The company believes that the growth of non-top 10 experiences is significant, with more than half of the growth in experience spend coming from these titles [26] Question: What is the impact of Grow a Garden on new customer acquisition? - Grow a Garden has attracted new users, particularly older demographics, and is expected to help drive engagement across the platform [91][92] Question: Can you discuss the Google partnership on the advertising side? - The company is seeing strong interest in rewarded video ads and has onboarded nearly 100 publishers, with plans to expand this monetization avenue [70][71]

Key Takeaways QCOM's Q3 non-GAAP EPS of $2.77 beats estimates, driven by strong IoT and automotive demand.Automotive revenue hit a record $984M, up 21% on Snapdragon Digital Chassis adoption.QCT revenue rose 11% to $8.99B, fueled by premium handset gains and solid EDGE networking traction.Qualcomm Incorporated (QCOM) reported relatively robust third-quarter fiscal 2025 results, with adjusted earnings exceeding the Zacks Consensus Estimate, driven by healthy demand trends in IoT and automotive businesses. Ho ...

Unisys (UIS) Q2 2025 Earnings Call July 31, 2025 08:00 AM ET Speaker0Good day, and welcome to the Unisys Corporation Second Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Mikayla Pawlowski.Please go ahead.Speaker1Thank you, operator. Good morning, everyone. Thank you for joining us. Yesterday a ...

Core Insights - Repligen Corporation has announced a strategic partnership with Novasign to integrate machine learning and modeling workflows into its filtration systems, with Repligen investing in Novasign to support its operational expansion [1][2][4] Group 1: Partnership Details - The collaboration will integrate Novasign's modeling workflow into Repligen's tangential flow filtration (TFF) systems, enhancing digitalization and process analytical technology (PAT) capabilities [2][4] - The partnership aims to streamline process development, enable real-time predictive control, and reduce development timelines and costs through digital twin technology [2][3] Group 2: Company Profiles - Novasign, founded in 2019, specializes in bioprocessing modeling technology and aims to accelerate bioprocess development through smart workflows and modeling platforms [5] - Repligen Corporation is a global life sciences company focused on innovative bioprocessing technologies, serving biopharmaceutical developers and contract development organizations [6]

Banco Bilbao Vizcaya Argentaria (BBVA) Q2 2025 Earnings Call July 31, 2025 03:30 AM ET Company ParticipantsPatricia Bueno Olalla - Global Head - Shareholder & Investor RelationsOnur Genç - CEO & Executive DirectorLuisa Gómez Bravo - Global Head of FinanceBenjamin Toms - Director - EquitiesMaksym Mishyn - Managing Director & Co-head of Equity ResearchFrancisco Riquel - Partner & Head - Equity ResearchHugo Cruz - DirectorConference Call ParticipantsCarlos Peixoto - Equity Research AnalystCecilia Romero - Dire ...

Compass (COMP) Q2 2025 Earnings Call July 30, 2025 05:00 PM ET Company ParticipantsSoham Bhonsle - Head - IRRobert Reffkin - Founder, Chairman & CEOKalani Reelitz - CFOJason Helfstein - MD & Head - InternetNick McAndrew - Equity Research AssociateAlec Brondolo - Director - Equity ResearchChris Kuntarich - Internet Equity ResearchElizabeth Langan - AVP - Equity ResearchJeff Seiner - VP, Internet Equity ResearchConference Call ParticipantsBernie Mcternan - Senior AnalystMichael Ng - AnalystOperatorLadies and ...

Financial Data and Key Metrics Changes - The company reported total revenue of $1,050 million for Q1, marking the highest revenue quarter and the second highest overall revenue quarter [5][11] - Royalty revenue reached $585 million, up 25% year on year, with strong growth across all end markets [5][11] - Licensing revenue was $468 million, showing a slight decrease of 1% year on year, which was anticipated following a strong previous fiscal year [12][14] - Non-GAAP operating profit was $412 million, with non-GAAP EPS of $0.35, exceeding the midpoint of guidance [15][18] Business Line Data and Key Metrics Changes - ARM's compute subsystems (CSS) are gaining traction, with demand exceeding expectations and delivering double the royalty of RMV9 [8] - The first generation of CSS is now in market with five customers, and three additional CSS licenses were signed this quarter, more than doubling CSS licenses from a year ago [8][12] - The company expects the royalty rate for the new CSS platforms to be higher than previous generations, indicating strong future revenue potential [12][52] Market Data and Key Metrics Changes - More than 70,000 enterprises are running AI workloads on ARM Neoverse data center chips, a 40% increase year on year [5] - ARM's market share in AI workloads is expected to reach nearly 50% this year, up from approximately 18% last year [6][34] - ARM's China business accounted for about 21% of revenue in Q1, showing growth from previous quarters [70] Company Strategy and Development Direction - The company is focusing on expanding into full end solutions and exploring opportunities in the ASIC market, driven by customer demand for better starting points in SoC development [23][24] - ARM is committed to investing aggressively in R&D to support customer needs and capitalize on AI opportunities [18][88] - The company aims to leverage its unique compute platform to address a wide range of applications from cloud to edge computing [4][88] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in healthy growth for the coming year, driven by visibility into customer design pipelines and rising demand for custom silicon [18][66] - The ongoing increase in CapEx from hyperscalers is seen as a strong tailwind for ARM, supporting both technology and royalty growth [66] - Management noted limited direct impact from current macroeconomic conditions on royalty and licensing revenues, although there is uncertainty regarding indirect impacts on end demand [16][18] Other Important Information - The company highlighted the importance of its software developer ecosystem, with over 22 million developers building on ARM, which drives demand for its compute platform [7] - ARM's leadership in AI is supported by its unmatched software ecosystem, which is crucial for expanding its market presence [7] Q&A Session Summary Question: ARM's strategy in ASICs and full end solutions - Management acknowledged the complexity of entering the ASIC market but emphasized the company's unique position and expertise in chip design and manufacturing [21][24] Question: Royalty growth expectations and market performance - Management indicated that royalty growth was slightly below expectations due to slower growth in the smartphone sector, but overall performance remained strong [28][30] Question: Neoverse market share and competition with x86 - Management reported that ARM's share in the hyperscaler market is expected to approach 50%, up from 18% last year, driven by AI workloads and general-purpose workloads [34][35] Question: Impact of foreign exchange on EPS - Management stated that FX had a minimal impact on EPS this quarter and expected a similar impact in the upcoming quarters [38][40] Question: Insights on SoftBank's expanded licensing deal - Management discussed the potential of the Stargate project with SoftBank, emphasizing the significant compute opportunities it presents [57][58] Question: Adoption of ARM V9 - Management noted that while specific adoption rates would be updated annually, royalty growth from V9 implementations continues to increase [75][76] Question: Future of Ethos and Xena platforms - Management expressed optimism about the long-term potential of Ethos for low-power applications and highlighted the growth opportunities for Xena in the automotive sector [80][82]

Carlisle Companies (CSL) Q2 2025 Earnings Call July 30, 2025 05:00 PM ET Speaker0Good afternoon. My name is Andrew, and I will be your conference call operator today. At this time, I would like to welcome everyone to The Carlyle Companies Second Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, we will conduct a question and answer session.I would like to turn the call over to Mr. Mehul Patel, Carlyle's Vice ...

Compass (COMP) Q2 2025 Earnings Call July 30, 2025 05:00 PM ET Speaker0Ladies and gentlemen, thank you for joining us, and welcome to the Compass Second Quarter twenty twenty five Earnings Call. After today's prepared remarks, we will host a question and answer session. I will now hand the conference over to Soham Bonsley, Head of Investor Relations. Please go ahead.Speaker1Thank you very much, operator, and good afternoon, everybody. And thank you for joining the Compass second quarter twenty twenty five e ...

Financial Data and Key Metrics Changes - F5 reported a total revenue growth of 12% year-over-year, reaching $780 million, with product revenue growing by 26%, marking the strongest growth in 14 years [8][27] - The company achieved a GAAP net income of $190 million, translating to $3.25 per share, while non-GAAP net income was $243 million or $4.16 per share, reflecting a 24% EPS growth year-over-year [32][38] - Cash flow from operations reached a record $282 million, with cash and investments totaling approximately $1.44 billion at the end of the quarter [32][33] Business Line Data and Key Metrics Changes - Global services revenue grew by 1% to $392 million, while product revenue increased by 26% to $389 million [27] - Software revenue grew by 16% year-over-year to $208 million, with subscription-based software revenue increasing by 19% to $185 million, representing 89% of total software revenue [28] - Systems revenue totaled $181 million, up 39% year-over-year, driven by tech refresh and data center modernization [28] Market Data and Key Metrics Changes - Revenue from the Americas grew by 13%, accounting for 55% of total revenue, while EMEA delivered 6% growth (26% of revenue) and APAC grew by 21% (19% of revenue) [29] - Enterprise customers represented 70% of product bookings, with government customers at 15% and service providers also at 15% [29] Company Strategy and Development Direction - F5 is focusing on modernizing data centers and adopting hybrid multi-cloud architectures, which are seen as significant growth drivers [7][11] - The company is leveraging its application delivery and security platform to simplify operations and enhance security for customers, particularly in the context of AI workloads [11][12] - F5 aims to continue innovating and expanding its offerings in AI-driven applications and infrastructure [19][21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand for data center modernization and hybrid multi-cloud solutions, expecting continued strong demand in Q4 [10][36] - The company anticipates Q4 revenue in the range of $780 million to $800 million, implying approximately 9% revenue growth for FY '25 [10][36] - Management noted that the long-term structural shift towards data center modernization will persist, creating ongoing investment opportunities [11][37] Other Important Information - F5 repurchased $125 million worth of shares during the quarter, with $1 billion remaining on the authorized stock repurchase program [34] - The company ended the quarter with approximately 6,540 employees [35] Q&A Session Summary Question: Can you discuss the strength in hardware and its sustainability? - Management noted strong tech refresh dynamics and secular trends in hybrid cloud and AI driving hardware growth, with expectations for continued growth next year but at a more modest rate [45][50] Question: What is the outlook for software renewals and new deal activity? - Management highlighted a healthy renewal base and strong expansion trends, with new use cases contributing to software growth [52][55] Question: What factors affected gross margins this quarter? - Gross margins were slightly lower due to high-performance use cases with compliance demands and the strength in the systems business, which has a lower margin than software [58][60] Question: How significant is the AI-related business for F5? - Management indicated that direct AI use cases are currently small but growing, with indirect AI-related spending also increasing as customers invest in data capacity for AI [98][99] Question: What is the expected growth for hardware and software in FY '26? - Management expects hardware to grow modestly next year, while software growth is anticipated in the mid-single digits, with potential for reacceleration in FY '27 [67][70]