InterDigital (IDCC) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Raiford Garrabrant - Head of Investor RelationsLiren Chen - President & CEORichard Brezski - EVP & CFOBlayne Curtis - Managing DirectorArjun Bhatia - Co-Group Head - Technology, Media & Communications Conference Call Participants Scott Searle - Managing Director, Senior Research AnalystAnja Soderstrom - Senior Equity Research Analyst Operator Thank you. I would now like to turn the call over to Raiford Garrabrant Rayford ...

InterDigital (IDCC) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Speaker0 Thank you. I would now like to turn the call over to Speaker1 Rayford Head of Investor Relations. Please go ahead. Thank you, France, and good morning, everyone. Welcome to InterDigital's first quarter twenty twenty five earnings conference call. I'm Raeford Garabrandt, Head of Investor Relations for InterDigital. With me on today's call are Liran Chen, our President and CEO and Rich Breske, our CFO. Consistent with prior calls, we ...

证券代码：002796 证券简称：世嘉科 技 苏州市世嘉科技股份有限公司 投资者关系活动记录表 编号：2025-001 | | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | 投资者关系活动 类别 | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及 | | | 人员姓名 | 线上参与公司2024年度网上业绩说明会的全体投资者 | | 时间 | 2025年04月30日 15:00-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 董事长 王娟女士 | | 上市公司接待人 | 独立董事 张瑞稳先生 | | 员姓名 | 董事会秘书 康云华先生 | | | 财务总监 周燕飞先生 | | | 1. 公司今年为什么又不分红？ | | | 答：您好，根据审计机构出具的2024年度审计报告，本公司合并口径可 | | | 供股东分配的利润和母公司口径可供股东分配的利润均为负数。根据《公司 | | | 章程》有关规定2024年度公司不具备现 ...

证券代码： 300504 证券简称：天邑股份 四川天邑康和通信股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活动 | 特定对象调研 分析师会议 □ □ | | --- | --- | | 类别 | 业绩说明会 □ 媒体采访 √ | | | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 参与公司 2024 年度网上业绩说明会的投资者 | | 人员姓名 | | | 时间 | 年 月 日 (周二) 下午 2025 4 29 15:00~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、董事、总经理白云波 | | 员姓名 | 2、财务负责人廖敏江 | | | 3、独立董事唐芸茜 | | | 4、董事会秘书杨杰 1、公司始终坚守主营业务说明对主业有信心，更应该回购。可 | | | 是公司 2024 年归属上市公司股东净利润-26,425,411.15 元，同 比下降 12 ...

Core Viewpoint - Company reported a significant decline in net profit for 2024, with a net loss of approximately 26.43 million yuan, a decrease of 126.24% year-on-year, indicating financial challenges ahead [2][12]. Financial Performance - In 2024, the company's operating revenue was 1.77 billion yuan, down 30.81% year-on-year [2]. - The net profit attributable to shareholders was -26.43 million yuan, reflecting a 126.24% decline compared to the previous year [2][12]. - The net profit after deducting non-recurring gains and losses was -27.85 million yuan, a decrease of 129.60% year-on-year [12]. Strategic Focus - The company aims to enhance its market position by focusing on AI integration with communication equipment, 50G PON, and 6G technology research [12]. - The 2025 core operational goals include deepening the "large market, large projects, large customers" strategy, optimizing operational systems, and fostering new growth points [5]. R&D and Product Development - The company has made significant R&D investments, launching new products such as FTTR micro-distribution products and cloud computing devices, which are expected to enhance competitiveness [7]. - Current R&D efforts are centered around fiber optics, wireless technology, and PON systems, with no established partnerships with universities or research institutions in the 6G and satellite internet fields [7][11]. Market Expansion - The company is actively pursuing international market expansion strategies, participating in international exhibitions, and building localized sales teams in emerging markets [3][12]. - The company’s export business is currently small, thus minimizing the impact of tariff wars on its operations [3]. Industry Outlook - The next-generation optical network, particularly the 10G optical network, is seen as a critical component of new information infrastructure, expected to drive effective investment and enhance user experience [11].

Group 1 - A-shares showed a majority increase in the early trading session on April 30, with the A500 Index ETF (159351) rising by 0.21% and a total transaction volume of 728 million yuan, indicating active trading [1] - The A500 Index ETF closely tracks the new benchmark index, the CSI A500 Index, which selects 500 stocks with strong market capitalization representation across various industries, balancing large-cap stocks while covering core leading assets in A-shares [1] - The A500 Index ETF has a greater weight in sectors such as electronics, electrical equipment, pharmaceuticals, and computers, showcasing a strong growth attribute and achieving a dual drive of "core assets" and "new productive forces" [1] Group 2 - Yingda Securities anticipates that A-shares will likely achieve a converging volatility and upward market trend by 2025, highlighting three areas for investment opportunities: high dividend low valuation blue-chip stocks, white horse stocks in the consumer sector, and hard-tech companies with core competitiveness [2] - Tianfeng Securities emphasizes three investment directions in response to increased volatility: breakthroughs in AI technology, valuation recovery in consumer stocks, and the continued rise of undervalued dividends, linking the progress of the AI industry to the performance of consumer sectors [2]

证券代码：301307 证券简称：美利信 重庆美利信科技股份有限公司投资者关系活动记录表 编号：2025-003 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 ☑业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | 现场参观 | | | □其他 (请文字说明其他活动内容) | | 时间 | 2025年4月29日 (周二) 下午 15:30-16:30 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采 | | | 用网络远程的方式召开业绩说明会 | | 参与单位名称 | 投资者网上提问 | | 及人员姓名 | | | | 董事长、总经理：余亚军先生 | | | 副总经理、董事会秘书：王双松先生 | | 上市公司接待 | 财务总监：易长春先生 | | 人员姓名 | 独立董事：商华军先生 | | | 保荐代表人：朱伟先生 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、公司2025年核心经营目标是什么？ | | | 答： ...

Core Insights - The strategic cooperation framework agreement between Galaxy Space and PCCW Global aims to deepen collaboration in the global low Earth orbit (LEO) satellite internet sector [1][2] - The partnership leverages PCCW Global's extensive network infrastructure and Galaxy Space's advanced technology to enhance low Earth orbit satellite services [1] - Successful tests of content transmission and communication using LEO satellite technology have been conducted, showcasing a wide range of application scenarios [1] Company Developments - Galaxy Space's CEO highlighted the significance of commercial space in the aerospace industry and the role of LEO satellite networks as a crucial component of the 6G era [2] - The collaboration is expected to enable Hong Kong enterprises to provide more efficient and low-latency satellite network services to users in the Asia-Pacific and globally [2] - The partnership aims to contribute to the development of Hong Kong as an international technology innovation center by fostering a space industry ecosystem [2]

Core Viewpoint - Sanwang Communication reported its 2024 annual and 2025 Q1 financial results, highlighting a revenue of 357 million yuan and a net profit of 32.82 million yuan for 2024, with a cash dividend distribution plan of 17.66 million yuan [1] Financial Performance - In Q1 2025, Sanwang Communication achieved a revenue of 80.79 million yuan, representing a year-on-year growth of 7.01%, with a net profit of 7.97 million yuan [1] - For the year 2024, the company generated revenue across various sectors: 191 million yuan from smart energy, 61.30 million yuan from smart transportation, 36.60 million yuan from industrial internet, 27.05 million yuan from smart cities, and 40.62 million yuan from other sectors [2] - The industrial switch products, industrial gateways and wireless products, and solution products generated revenues of 281 million yuan, 57.21 million yuan, and 8.31 million yuan respectively, with industrial gateways and wireless products seeing a year-on-year growth of 9.52% [2] Strategic Focus - The company aims to enhance its brand recognition and expand into emerging and overseas markets, leveraging the Shanghai Industrial Internet Industry Base [1] - Sanwang Communication plans to invest in key technology areas such as industrial communication, TSN, HaaS, industrial AI, 6G, and industrial control, focusing on integrating AI technology into industrial communication products for improved network reliability [2] - The company is actively researching cutting-edge communication technologies like 6G, WiFi7, and Starlink, ensuring it remains at the forefront of industry innovation [3] - In the smart energy sector, Sanwang Communication intends to provide customized communication solutions for new energy generation and smart grid transformation, while also expanding into emerging markets like robotics and energy storage [3]