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FormFactor(FORM) - 2025 Q1 - Earnings Call Transcript
2025-04-30 21:27
FormFactor (FORM) Q1 2025 Earnings Call April 30, 2025 04:25 PM ET Company Participants Stan Finkelstein - VP of Investor RelationsMike Slessor - President and Chief Executive OfficerShai Shahar - Chief Financial OfficerCraig Ellis - Director of ResearchTom Diffely - Director Of Institutional ResearchDavid Duley - Managing PrincipalBrian Chin - Director Conference Call Participants Charles Shi - Managing Director - Senior AnalystNone - AnalystChristian Schwab - Senior Research AnalystDavid Silver - Managing ...
KLA(KLAC) - 2025 Q3 - Earnings Call Transcript
2025-04-30 21:00
KLA (KLAC) Q3 2025 Earnings Call April 30, 2025 05:00 PM ET Company Participants Kevin Kessel - Vice President, Investor Relations & Market AnalyticsRick Wallace - President & CEOBren Higgins - Executive VP & CFOHarlan Sur - Executive Director - Equity ResearchVivek Arya - Managing DirectorTimm Schulze-Melander - PartnerCJ Muse - Senior Managing DirectorKrish Sankar - Managing DirectorSrini Pajjuri - Managing DirectorTimothy Arcuri - Managing DirectorMelissa Weathers - Vice President - Equity Research Confe ...
KLA(KLAC) - 2025 Q3 - Earnings Call Transcript
2025-04-30 21:00
KLA (KLAC) Q3 2025 Earnings Call April 30, 2025 05:00 PM ET Speaker0 Good afternoon. My name is Margot, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the KLA Corporation March Quarter twenty twenty five Earnings Conference Call and Webcast. All participants' lines have been placed in a listen only mode to prevent any background noise. After the speakers' remarks, there will be a question and answer Thank you. I will now turn the call over to Kevin Kessel, Vice Pre ...
FormFactor(FORM) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:37
Investor Presentation April 2025 Forward-Looking Statements; Non-GAAP Financial Measures This presentation contains forward-looking statements within the meaning of the U.S. Securities Exchange Act of 1934 and the Securities Act of 1933. The forward-looking statements include statements concerning, among other things, our future business model and strategies, our financial model and structure, market and market share growth, industry trends, customer demand and growth opportunities. In some instances, you c ...
FormFactor(FORM) - 2025 Q1 - Earnings Call Transcript
2025-04-30 20:25
FormFactor (FORM) Q1 2025 Earnings Call April 30, 2025 04:25 PM ET Company Participants Stan Finkelstein - VP of Investor RelationsMike Slessor - President and Chief Executive OfficerShai Shahar - Chief Financial OfficerCraig Ellis - Director of ResearchTom Diffely - Director Of Institutional ResearchDavid Duley - Managing PrincipalBrian Chin - Director Conference Call Participants Charles Shi - Managing Director - Senior AnalystNone - AnalystChristian Schwab - Senior Research AnalystDavid Silver - Managing ...
FormFactor(FORM) - 2025 Q1 - Earnings Call Transcript
2025-04-30 20:25
FormFactor (FORM) Q1 2025 Earnings Call April 30, 2025 04:25 PM ET Speaker0 and welcome everyone to FormFactor's First Quarter twenty twenty five Earnings Conference Call. On today's call are Chief Executive Officer, Mike Slescher and Chief Financial Officer, Shay Shahar. Before we begin, Stan Finkelstein, the company's VP of Investor Relations will remind you of some important information. Speaker1 Thank you. Today, the company will be discussing GAAP P and L results and some important non GAAP results int ...
FormFactor, Inc. Reports 2025 First Quarter Results
GlobeNewswire News Room· 2025-04-30 20:01
LIVERMORE, Calif., April 30, 2025 (GLOBE NEWSWIRE) -- FormFactor, Inc. (Nasdaq: FORM) today announced its financial results for the first quarter of fiscal 2025 ended March 29, 2025. Quarterly revenues were $171.4 million, a decrease of 9.6% compared to $189.5 million in the fourth quarter of fiscal 2024, and an increase of 1.6% from $168.7 million in the first quarter of fiscal 2024. Foundry & Logic first-quarter demand increased low single digits sequentiallyExperienced reduction in DRAM as export control ...
International Paper Q1 Earnings Miss Estimates, Increase Y/Y
ZACKS· 2025-04-30 18:05
Core Viewpoint - International Paper Company (IP) reported mixed financial results for Q1 2025, with adjusted earnings per share of 23 cents, missing the consensus estimate of 35 cents, but showing a 35% year-over-year improvement driven by the acquisition of DS Smith and price increases [1][2]. Financial Performance - The company posted a net loss per share of 24 cents from continuing operations, impacted by one-time costs related to the DS Smith acquisition and other adjustments, compared to earnings of 16 cents in the same quarter last year [2]. - Net sales reached $5.9 billion, a 27.8% increase from the previous year, but fell short of the consensus estimate of $6.6 billion [3]. - Gross profit increased by 37.4% year over year to $1.64 billion, with a gross margin of 27.8%, up from 25.9% in the prior year [3]. - Selling and administrative costs rose 48% to $530 million, while adjusted operating profit surged 65.6% to $101 million compared to $61 million in Q1 2024 [4]. Segment Performance - **Packaging Solutions North America**: Sales were $3.7 billion, up 6.2% year over year, but operating profit fell 26% to $142 million [6]. - **Packaging Solutions EMEA**: Sales increased to $1.55 billion from $0.35 billion, with operating profit soaring 91.7% to $46 million [7]. - **Global Cellulose Fibers**: Sales declined 8.7% to $643 million, but the segment reported an operating profit of $17 million, recovering from a loss of $47 million in the previous year [8]. Cash and Debt Position - Cash and temporary investments totaled $1.16 billion at the end of Q1 2025, slightly down from $1.17 billion at the end of 2024 [9]. - Long-term debt increased to $9.18 billion from $5.37 billion at the end of 2024, with cash used in operating activities amounting to $288 million in Q1 2025, compared to a cash inflow of $395 million in Q1 2024 [9]. Future Expectations - The company targets sales of $27 billion for 2025, reflecting a 45% increase from $18.6 billion in 2024, driven by the DS Smith acquisition [10]. - Projected sales for North American Packaging Solutions are $15.5 billion, while EMEA Packaging Solutions are expected to reach $9 billion [11]. - The Global Cellulose Fibers segment is anticipated to contribute $2.5 billion to sales [11]. - Adjusted total EBITDA is forecasted to be between $3.5 billion and $4 billion for 2025, up from $1.99 billion in 2024 [12]. Stock Performance - International Paper's shares have increased by 41.4% over the past year, outperforming the industry average of 25.5% [13].
Applied Materials Stock Plunges 17% in 3 Months: Time to Hold or Fold?
ZACKS· 2025-04-30 17:05
Applied Materials, Inc. (AMAT) shares have plunged 17.1% in the past three months, underperforming the Zacks Computer and Technology sector’s decline of 13%.Applied Materials Performance ChartImage Source: Zacks Investment ResearchApplied Materials’ recent decline stems from a mix of broader market weakness. A widespread sell-off in tech stocks, triggered by fears of rising trade tensions and slowing economic growth concerns, has put pressure on the entire sector, including Super Micro Computer.This decline ...
Sonoco(SON) - 2025 Q1 - Earnings Call Transcript
2025-04-30 13:32
Sonoco Products Company (SON) Q1 2025 Earnings Call April 30, 2025 08:30 AM ET Company Participants Roger Schrum - Interim Head of Investor RelationsHoward Coker - President and CEOJerry Cheatham - Interim CFOGeorge Staphos - Managing DirectorMichael Roxland - MD - Equity ResearchRodger Fuller - Chief Operating Officer Conference Call Participants Mark Weintraub - Senior Analyst and Head of Business DevelopmentMatthew Roberts - Equity Research AnalystGabe Hajde - Analyst Operator Thank you. I'd now like to ...