By letter received on May 13, 2025, the simplified joint-stock company Indépendance AM (20 avenue Franklin D. Roosevelt, 75008 Paris), acting on behalf of funds under its management, declared that on May 8, 2025, it had crossed upwards the thresholds of 5% of the share capital and voting rights of Sword Group. It stated that it holds, on behalf of the aforementioned funds, 512,929 Sword Group shares, representing the same number of voting rights, i.e., 5.37% of the company’s share capital and voting rights ...

Shares of EVI Industries, Inc. (EVI) have gained 11.2% since the company reported its earnings for the quarter ended March 31, 2025, outpacing the S&P 500’s 4% rise during the same period. However, over the past month, EVI stock trailed the broader market, climbing 8.8% compared with the S&P 500’s 11.2% gain, reflecting some divergence in short-term sentiment despite solid quarterly results.For the fiscal third quarter ended March 31, 2025, EVI reported earnings per share of 7 cents, up from 6 cents in the ...

Core Insights - The company reported a solid start to 2025 with double-digit adjusted EBITDA growth across all activities, indicating strong operational performance and alignment with 2025 guidance targets [2][10][31] Financial Highlights - Revenue increased by 7.8% to €1,084 million, with adjusted EBITDA rising by 16.5% to €191 million, resulting in an EBITDA margin improvement of 120 basis points to 17.6% compared to Q1 2024 [8][15][56] - Adjusted net income grew by 10.5% to €81 million, while net income reached €36 million, a significant increase from €19 million in Q1 2024 [8][15][60] - Adjusted free cash flow conversion was approximately 79%, slightly down from 81% in Q1 2024 [8][61] Business Highlights - Content production and distribution revenue grew by 4.7% at constant exchange rates, driven by strong scripted deliveries and performance of superbrands [8][32][41] - Live experiences revenue decreased by 10.8% due to seasonality, with major show deliveries expected in the second half of 2025 [8][50][33] - Online sports betting and gaming revenue surged by 18.2%, with a 33% increase in Unique Active Players, supported by a robust sportsbook app and successful poker platform launch [8][12][53] Strategic Developments - The company announced a strategic alliance with Base and AWS to enhance its digital transformation and operational efficiency [18] - The merger of Shine Fiction and Banijay Studios France aims to strengthen the scripted content offering in France [19] - The acquisition of Lotchi and the launch of Banijay Live Studio are key initiatives to expand immersive live experiences [20][21] Market Outlook - The company anticipates mid-single digit organic revenue growth in content production and distribution, mid-teens growth in online sports betting and gaming, and mid-to-high single digit organic adjusted EBITDA growth for 2025 [35][36] - The impact of increased public levies on online gaming in France is expected to affect profitability, with an estimated €20 million reduction in adjusted EBITDA for 2025 [26][27]

Solutions30, the European leader in multi-technical field services for the telecommunications, energy, and IT sectors, announces the appointment of Antoine Mirabel as CEO of its operations in France. He succeeds Amaury Boilot, who had been serving in this role on an interim basis since June 2023, in addition to his group-level responsibilities. The Group also announces the appointment of Oliver Fidorra as Co-CEO of its operations in Germany, alongside Luc Brusselaers, who also serves as the Group's Chief Re ...

Alkami (ALKT) FY Conference May 15, 2025 10:40 AM ET Speaker0 scoot over? Yeah. Speaker1 Thank you everyone for joining. My name is Alexey Gogolev. And today, I'm delighted to welcome management team of Alchemy. We have CEO of Alchemy, Alex Schutman and CFO of the company, Brian Hill. Welcome both, and we appreciate you being with us on the heels of a rather important acquisition that you recently did. But before we get into the exciting stuff of M and A discussion, do you mind giving us a quick overview of ...

Varonis Systems (VRNS) FY Conference May 15, 2025 08:40 AM ET Speaker0 All right. We'll get started. Good morning everyone. My name is Brian Essex. I'm JPMorgan security software analyst and I'm delighted to have with us today Guy Melamed, the CFO and Chief Operating Officer for Varonis Systems. And at the end is Brian Vecchi, the company's field CTO. So thank you all for joining us. Guy, maybe it would be a great place to start, particularly for those that may not be super familiar with what you do, just a ...

Karooooo (KARO) Q4 2025 Earnings Call May 15, 2025 08:00 AM ET Company Participants Paul Bieber - VP of Investor Relations & Strategic FinanceCarmen Calisto - Chief Strategy & Marketing OfficerGoy Hoeshin - CFO & Executive DirectorIsaias Jose Calisto - Founder, CEO & Director Paul Bieber Hello, and welcome to Fourth Quarter and Full Year Fiscal twenty twenty five Financial Results Presentation. On behalf of Karoo, we would like to thank you for joining us today. I'm Paul Bieber, VP of Investor Relations and ...

Core Insights - The rivalry between NIKE Inc. and adidas AG is a significant aspect of the global athletic apparel and footwear market, with both companies competing in various metrics such as revenue growth, brand equity, and sustainability [1][2][3] Investment Case for NIKE (NKE) - NIKE is the leader in the global athletic footwear and apparel market, supported by strong brand equity and a dominant distribution network [4] - The company is implementing a "Win Now" strategy to address near-term challenges and stabilize performance, aiming for stronger growth in fiscal 2026 [5] - NIKE is focusing on its core identity in sports, accelerating product development, and enhancing brand perception through strategic marketing [6][8] - Innovation is central to NIKE's strategy, with new development models allowing for quicker responses to consumer trends [7] Investment Case for adidas (ADDYY) - adidas is undergoing a strategic turnaround under new leadership, focusing on revitalizing brand presence and improving execution [9] - The company is addressing operational challenges by cleaning up excess inventory and narrowing its product focus [10] - adidas emphasizes innovation and product credibility, with recent successful launches indicating a return of brand momentum [11][12] - Financially, adidas is setting the stage for sustainable growth and margin expansion from 2025 onward [13][14] Financial Estimates Comparison - The Zacks Consensus Estimate for NIKE's fiscal 2025 sales and EPS indicates declines of 10.7% and 45.6%, respectively [15] - In contrast, adidas's estimates suggest year-over-year growth of 12.3% in sales and 83% in EPS [16] Price Performance & Valuation - Year-to-date, adidas stock has outperformed NIKE, with a total return of 2.2% compared to NIKE's decline of 18.5% [19] - NIKE trades at a forward price-to-sales multiple of 2.02X, while adidas trades at 1.49X, indicating that adidas may be undervalued relative to its potential [23][26] Conclusion - The near-term outlook appears more favorable for adidas, which is showing signs of a focused turnaround, while NIKE is recalibrating its strategy [27][28]

Karooooo (KARO) Q4 2025 Earnings Call May 15, 2025 08:00 AM ET Speaker0 Hello, and welcome to Fourth Quarter and Full Year Fiscal twenty twenty five Financial Results Presentation. On behalf of Karoo, we would like to thank you for joining us today. I'm Paul Bieber, VP of Investor Relations and Strategic Finance. We are joined today by Zach Callisto, founder and group CEO Hoshin Goy, chief financial officer and Carmen Calisto, Chief Strategy and Marketing Officer. I would like to remind everyone that some o ...

Core Insights - Infosys has expanded its strategic collaboration with DNB Bank ASA to accelerate the bank's digital transformation, focusing on modernizing IT infrastructure and enhancing customer experience [1][2][3] Group 1: Collaboration Details - The collaboration will leverage Infosys' services, solutions, and platforms, including the Infosys Finacle platform, to improve DNB's IT resilience and operational efficiency [1][2] - Infosys will modernize DNB's legacy systems and processes in a phased manner, enabling more agile and personalized lending solutions [2][3] Group 2: Leadership Statements - Elin Sandnes, COO of DNB, emphasized the importance of technology in creating great customer experiences and the need for continuous development of new products and services [3] - Dennis Gada, Executive Vice President at Infosys, highlighted the commitment to help DNB advance its digital transformation and deliver best-in-class banking services [3] Group 3: Infosys' Regional Strategy - Infosys has significantly enhanced its presence in the Nordic region through strategic alliances and acquisitions, reflecting a commitment to support organizations with their IT and business transformation initiatives [2][3]