Viking Holdings Ltd (NYSE:VIK) Q4 2024 Earnings Conference Call March 11, 2025 8:00 AM ET Company Participants Carola Mengolini - Vice President of Investor Relations Tor Hagen - Chairman and Chief Executive Officer Leah Talactac - President and Chief Financial Officer Linh Banh - EVP of Finance Conference Call Participants Steve Wieczynski - Stifel Matthew Boss - JPMorgan Robin Farley - UBS Andrew Didora - Bank of America Brant Montour - Barclays Meredith Jensen - HSBC Dan Politzer - Wells Fargo Operator G ...

SOUTH SAN FRANCISCO, Calif., March 10, 2025 (GLOBE NEWSWIRE) -- Alumis Inc. (Nasdaq: ALMS), a clinical-stage biopharmaceutical company developing oral therapies using a precision approach to optimize clinical outcomes and significantly improve the lives of patients with immune-mediated diseases, today announced that Martin Babler, President and Chief Executive Officer of Alumis, will participate in a fireside chat at Leerink's 2025 Global Healthcare Conference on Tuesday, March 11, 2025 at 10:40 am ET. A li ...

Investment Rating - The report maintains an "Outperform" rating for the banking industry [5] Core Viewpoints - The Zhejiang Rural Credit System has demonstrated significant reform and operational effectiveness, maintaining a strong focus on supporting agriculture and small enterprises, leading to a notable market presence in terms of deposits and loans [1][49] - The system's return on equity (ROE) consistently exceeds that of listed banks, indicating superior cyclical resilience despite a general decline in ROE across both sectors [2][50] - The growth in net profit for the Zhejiang Rural Credit System was 12.5% and 10.0% year-on-year for 2022 and 2023, respectively, driven primarily by rapid expansion and improved non-interest income [3][51] Summary by Sections Reform and Operational Effectiveness - The Zhejiang Rural Credit System has evolved since the establishment of the first rural credit cooperative in 1952, culminating in the formation of the Zhejiang Rural Commercial Bank in 2022, which serves as a model for national reform [1][49] - By the end of 2024, the system's total deposits and loans reached 4.78 trillion yuan and 3.78 trillion yuan, respectively, with market shares of 20.88% and 15.92% [20] Profitability Analysis - The high ROE of the Zhejiang Rural Credit System is attributed to a higher net interest margin compared to the industry, although this advantage has been narrowing due to increased competition from larger banks [2][50] - The system's non-interest income has improved, particularly from investment returns, which have helped offset the pressure from declining net interest margins [3][50] Growth Potential - The Zhejiang Rural Credit System has maintained a loan growth rate exceeding 15%, supported by a strong demand from small and micro enterprises in a robust regional economy [38] - The system's asset quality remains strong, with a non-performing loan ratio of 0.85% and a provision coverage ratio of 486.7% as of the end of 2024, indicating a solid risk management framework [20][47] Asset Quality - The system's non-performing loan ratio has remained low, benefiting from a favorable economic environment and effective risk management practices [44] - Despite a slight increase in non-performing loans due to economic pressures, the overall asset quality remains superior compared to national averages [44][47] Investment Recommendations - The report suggests a focus on high-dividend stocks in a low-interest-rate environment, recommending banks such as China Merchants Bank and Jiangsu Bank for long-term investment [53]

Playtika Holding Corp. (NASDAQ:PLTK) Q4 2024 Earnings Call Transcript February 27, 2025 8:30 AM ET Company Participants Tae Lee - Investor Relations Robert Antokol - Chief Executive Officer and Chairperson of the Board Craig Abrahams - President and Chief Financial Officer Conference Call Participants Clark Lampen - BTIG Arthur Chu - Bank of America Eric Sheridan - Goldman Sachs Matt Cost - Morgan Stanley Colin Sebastian - Baird Eric Handler - ROTH Capital Aaron Lee - Macquarie Operator Good day and thank y ...

ADTRAN (ADTN) Q4 2024 Earnings Call February 27, 2025 10:30 AM ET Company Participants Peter Schuman - VP - Investor RelationsTom Stanton - Chief Executive Officer and Chairman of the BoardUlrich Dopfer - Senior VP & CFO Conference Call Participants Mike Genovese - Senior Research AnalystChristian Schwab - Senior Research AnalystRyan Koontz - Senior AnalystTim Savageaux - MD & Senior Research AnalystAmira Manai - Equity Research Analyst Operator Good morning. My name is Rob, and I will be your conference op ...

Sinclair, Inc. (NASDAQ:SBGI) Q4 2024 Earnings Conference Call February 26, 2025 4:30 PM ET Company Participants Chris King - Vice President of Investor Relations Christopher Ripley - President and Chief Executive Officer Robert Weisbord - Chief Operating Officer and President of Local Media Lucy Rutishauser - Executive Vice President and Chief Financial Officer Conference Call Participants Daniel Kurnos - Benchmark Aaron Watts - Deutsche Bank David Hamburger - Morgan Stanley Benjamin Soff - Deutsche Bank Op ...

DMC Global (BOOM) Q4 2024 Earnings Call February 24, 2025 05:00 PM ET Company Participants Geoff High - Vice President of Investor Relations & Corporate CommunicationsJames O'Leary - Interim President , CEO & Executive Chairman of BoardEric Walter - Chief Financial OfficerStephen Gengaro - Managing Director Conference Call Participants Katie Fleischer - Associate Analyst - Equity ResearchGerard Sweeney - Managing Director & Senior Research Analyst Operator Greetings and welcome to the DMC Global Fourth Quar ...

Inseego Corp. (NASDAQ:INSG) Q4 2024 Earnings Conference Call February 19, 2025 5:00 PM ET Company Participants Juho Sarvikas - CEO Steven Gatoff - CFO Conference Call Participants Scott Searle - ROTH Capital Lance Vitanza - TD Cowen Tore Svanberg - Stifel Operator Hello, and welcome to Inseego Corp's Fourth Quarter and Full Year 2024 Financial Results Conference Call. Please note that today's event is being recorded. All participants today will be in a listen-only mode. [Operator Instructions] After today's ...

Clearfield (CLFD) Q1 2025 Earnings Call February 06, 2025 05:00 PM ET Company Participants Greg McNiff - Investor RelationsCheri Beranek - President & CEODaniel Herzog - Chief Financial OfficerMatt Cavanagh - Equity Research Associate Conference Call Participants Tim Savageaux - MD & Senior Research AnalystScott Searle - Managing Director, Senior Research Analyst Operator welcome to the Clearfield First Quarter twenty twenty five Conference Call. All participants will be in a listen only mode. A brief quest ...

Financial Data and Key Metrics Changes - The company reported Q4 revenue of $206 million, representing a 2.6% sequential growth and at the high end of the guidance range provided in October [8] - Record non-GAAP gross margin of 55.5% was achieved in Q4, driven by strong demand for platform cloud and managed services [8] - Remaining performance obligations (RPOs) grew 10% sequentially to $326 million and increased 34% year over year [8] Business Line Data and Key Metrics Changes - The company added 18 new customers in Q4, with the majority being competitive takeaways [9] - 21 customers expanded their use of the platform, 15 started with Calix Cloud, and 32 deployed a managed service for the first time [9] - Current RPOs were $121 million, up 10% sequentially and 27% year over year [8] Market Data and Key Metrics Changes - The company’s balance sheet metrics remained strong, ending the year with record cash and investments of $297 million [10] - Days sales outstanding (DSO) remained at an industry-best 36 days, and inventory turns were 3.1 [10] Company Strategy and Development Direction - The company aims to help customers transition from speed-based network operators to broadband experience providers, focusing on differentiation through broadband experiences [5][6] - The strategy includes expanding the footprint by landing new broadband service providers and continuously enhancing platform, cloud, and managed services [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing transformation within the broadband industry, viewing it as a once-in-a-generation opportunity [13] - The company anticipates revenue for Q1 2025 to be between $204 million and $210 million, with non-GAAP gross margin expected to remain flat to slightly up [11] Other Important Information - The company plans to keep operating expenses flat to slightly up in 2025 compared to 2024 [12] - Management highlighted the importance of helping customers monetize their subscriber base and differentiate in a commoditized market [28] Q&A Session Summary Question: What drove the increase in RPO this quarter? - Management noted that the increase was due to momentum from recent events and a shift in customer mindset towards embracing transformation [20][21] Question: Concerns about government programs and their scrutiny? - Management stated that there is a lot of noise but no significant news affecting their strategy at this time [24] Question: How is the company focusing on monetizing the installed base of fiber served homes and businesses? - The company emphasized its long-term investment in building a broadband platform that helps customers monetize subscribers regardless of network [28] Question: What is the outlook for international customers? - Management indicated that international growth will be consistent with U.S. growth and not disproportionately higher [44] Question: What is the expected tax rate for the year? - The tax rate is expected to normalize higher due to the expiration of some tax credits [47] Question: Was there a large new customer contributing to RPO strength this quarter? - Management clarified that there were no large contracts in Q4, but rather a broad base of medium-sized contracts contributing to strength [50][51] Question: What is the multi-year outlook for revenue and earnings potential? - Management referred to a target financial model indicating potential growth in the range of 10% to 15% [56] Question: How does the company view growth from medium and large carriers? - Management expressed confidence in growth opportunities from existing and new customers, particularly in light of competitive pressures [71]