INVESTOR PRESENTATION Q1 2025 INVESTOR PRESENTATION INVESTOR PRESENTATION Q1 2025 Q1 2025 1 NOTES REGARDING THIS PRESENTATION This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, or the Securities Act, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements include statements relating to the expected performance of our business, future financial results, strategy, long-term growth and overa ...

Clear Channel Outdoor (CCO) FY Conference Summary Company Overview - **Company**: Clear Channel Outdoor (CCO) - **Date of Conference**: May 13, 2025 - **Key Speakers**: Scott Wells (President and CEO), David Saylor (EVP and CFO) Key Points Industry and Company Strategy - Clear Channel Outdoor is at a pivotal moment after completing the sale of most of its international businesses, focusing exclusively on the U.S. market [4][5] - The company aims to continue its digital transformation, pay down debt, and develop new verticals for organic growth [6][8] - A zero-based budgeting process is being implemented to further reduce corporate expenses [7][53] Market Trends and Demand - The company reported healthy demand across its markets, with steady dialogues with local marketers despite global volatility [8][9] - Emerging verticals include AI and a resurgence in the insurance sector, particularly auto insurance, which had previously declined during COVID [9][10][15] - San Francisco's market recovery is expected to provide a tailwind for growth [10][12] Revenue Guidance and Visibility - The company has over 85% visibility into Q2 revenue and is on track with its full-year revenue guidance [11] - The MTA contract acquired at the end of the previous year is expected to drive revenue growth, although it comes with lower margins initially [12][49] Digital Transformation and Programmatic Advertising - Digital conversions remain a key growth driver, with internal rates of return (IRR) in the low 30s [40] - The company is balancing static and digital inventory while increasing programmatic advertising, which adds some volatility but also opportunities [42][45] Financial Performance and Cost Management - Clear Channel Outdoor has eliminated $35 million in annual corporate expenses following the divestiture of international operations [53] - The company is focused on reducing leverage and improving margins, with expectations for year-over-year margin increases despite initial lower margins from new contracts [52][66] Future Growth and Partnerships - The company is exploring creative structures for asset management and partnerships, including potential joint ventures and preferred equity arrangements [58][60] - Clear Channel Outdoor is considering options for REIT conversion, contingent on achieving appropriate leverage levels [67] Debt Management and Capital Markets - The company ended the quarter with approximately $400 million in cash and plans to use excess cash for debt repayment [62][65] - Clear Channel Outdoor is actively monitoring capital markets for opportunities to refinance upcoming debt maturities [70][73] Conclusion - Clear Channel Outdoor is strategically positioned for growth in the U.S. market, focusing on digital transformation, cost management, and leveraging new partnerships while navigating the complexities of the advertising landscape [4][6][58]

Core Insights - Weatherford International plc has signed an agreement with Amazon Web Services (AWS) to enhance its digital capabilities and drive innovation in the energy sector [1][5] - AWS will be the preferred cloud provider for Weatherford, facilitating the migration and modernization of its software and hardware suite, including the Modern Edge Platform and CygNet control system [2][3] - The collaboration aims to develop next-generation technologies and enhance Weatherford's Unified Data Model, allowing for better integration and analysis of multi-asset data [3] - The WFRD Software Launchpad will be improved, providing customers with access to various applications while maintaining control over their data [4] Company Overview - Weatherford delivers innovative energy services that combine proven technologies with advanced digitalization to maximize value and return on investment [6] - The company operates in approximately 75 countries with around 18,000 team members from over 110 nationalities [6]

Industry Overview - The property and casualty insurance industry is expected to grow despite an increase in catastrophic activities, focusing on personalized offerings and digitalization to enhance customer experience [1] - Insurers are experiencing solid retention, exposure growth across business lines, and improved pricing, which are driving higher premiums and maintaining profitability [1] Factors Affecting Progressive Corporation (PGR) - PGR is a leading auto insurance group and is expanding into homeowners and commercial insurance, with a focus on auto bundles and risk management [3] - The company has embraced digital transformation, utilizing AI technologies to support personalized pricing and improve customer retention [4] - PGR's average combined ratio has remained under 93% over the past decade, indicating strong underwriting discipline [5] - The net margin has improved by 950 basis points in the last two years, driven by rising demand for personal auto insurance [6] - PGR's return on equity stands at 33.5%, significantly higher than the industry average of 7.8% [7] Factors Affecting Travelers Companies Inc. (TRV) - TRV has a strong market presence in auto, homeowners', and commercial property-casualty insurance, with net written premiums growing over 70% to over $43 billion in the past eight years [8] - The company has maintained high retention levels and improved pricing, although it anticipates a gradual moderation in renewal premium changes [9][10] - TRV's net margin improved by 170 basis points over the last two years, reflecting prudent underwriting [11] - The company has seen rising debt levels, with a debt of $8 billion at the end of Q1 2025, which has increased interest expenses [12] Financial Estimates and Performance - The Zacks Consensus Estimate for PGR's 2025 revenues and EPS indicates a year-over-year increase of 16.5% and 12.2%, respectively [13] - In contrast, TRV's 2025 revenue estimate implies a 5.4% increase, while EPS is expected to decline by 14.8% [16] - PGR's price-to-book multiple is 5.67, above its five-year median of 4.72, while TRV's is 2.15, above its median of 1.74 [17][18] Conclusion - PGR is focused on increasing auto and home-bundled households and investing in mobile applications to drive growth, while TRV benefits from strong renewal rates and retention [19] - PGR has a higher return on equity compared to TRV, with a VGM Score of A versus TRV's B [20] - Year-to-date, PGR shares have gained 17%, outperforming the industry, while TRV has gained 11.3%, underperforming the industry [20]

Summary of Datadog Conference Call Company Overview - **Company**: Datadog - **Industry**: Enterprise Software, specifically in observability and security for cloud environments - **CEO**: Olivier Pomel Key Points Industry Position and Growth - Datadog is one of only four enterprise software companies with over $3 billion in revenue and mid-20% growth, alongside Palantir, CrowdStrike, and Snowflake [3][4] - The company serves over 30,000 customers, primarily engineering teams, helping them manage application performance and security [7][4] Core Trends Driving Growth - Major trends fueling Datadog's growth include digital transformation, cloud migration, and AI transformation [4][11] - The complexity of modern systems is increasing, leading to a demand for observability solutions [5][6] Market Dynamics - Cloud migration remains strong, with expectations for long-term growth despite short-term fluctuations [10][11] - Datadog has only penetrated 45% of the Fortune 500, indicating significant growth potential [18][19] Customer Behavior and Spending - Customers are increasingly investing in cloud solutions as part of their IT budgets, viewing it as transformative rather than a cost [19][24] - Datadog's sales capacity has increased, leading to a notable rise in bookings and backlog growth, with an acceleration of 30% in CRPO [17][18] AI Integration - AI natives now account for 8.5% of Datadog's Annual Recurring Revenue (ARR) [29] - The company is positioned to benefit from the growth of AI applications, particularly in the inferencing stage rather than model training [33][34] Competitive Landscape - There is a growing trend among companies in the EU and Canada to seek local cloud providers, but Datadog sees limited immediate impact due to the lack of viable alternatives [12][13] - The AI landscape is evolving, with more companies able to innovate without massive investments, leading to a more diverse ecosystem [61][62] Future Outlook - Datadog anticipates that the trends seen in AI natives will eventually influence larger enterprises, similar to the past with cloud migration [49][52] - The company is committed to investing in engineering and sales capacity, maintaining a focus on organic growth and innovation [64][66] Observability and AI Models - Datadog offers LLM observability to help companies monitor AI models, ensuring they are functioning correctly and providing business value [42][43] - The company sees a significant opportunity in understanding how AI applications behave in production environments [55] Investment Strategy - Datadog has increased headcount by 25% to support growth, focusing on engineering and market coverage [64] - The company maintains a disciplined approach to pricing and product development, ensuring transparency and customer feedback drives innovation [66][67] Additional Insights - Datadog's growth is insulated from broader economic pressures, as its services are part of transformational investments rather than operational costs [25][28] - The company is leveraging AI to improve its own operations, enhancing coding efficiency and support processes [56][58] This summary encapsulates the key insights from the Datadog conference call, highlighting the company's strategic positioning, growth drivers, and future outlook in the enterprise software industry.

C3.ai, Inc. (AI) and UiPath Inc. (PATH) are both high-profile players in the booming AI automation sector. C3.ai specializes in enterprise AI applications, including predictive maintenance and generative AI tools, while UiPath leads in robotic process automation and is evolving toward “agentic AI” solutions. Both companies have seen recent momentum amid the broader artificial intelligence hype. In 2025, each presents a distinct case: C3.ai is smaller but growing faster, whereas UiPath is larger with more st ...

Core Insights - AB InBev is focused on investments to drive growth and diversify its portfolio of global, international, and craft specialty premium brands [1] - The company plans to invest $300 million in its U.S. manufacturing operations in 2025 to enhance training, recruitment, and local production [2] - This investment follows a nearly $2 billion investment in U.S. facilities over the past five years, aimed at boosting the economy and sustaining jobs [3] Investment and Operations - The investments are intended to improve internal systems at U.S. manufacturing facilities, enhancing brewery efficiency and economic prosperity [4] - AB InBev reported mixed first-quarter 2025 results, with strong earnings performance but soft sales, driven by diversified operations and demand for megabrands [5] - Revenues from megabrands increased by 4.4%, particularly benefiting from the strong performance of the Corona brand [5] Digital Transformation - The company has been rapidly growing its digital platforms, with B2B digital platforms contributing approximately 72% to revenues in Q1 2025 [6] - The omnichannel ecosystem generated $275 million in revenues during the same period [6] Beyond Beer Portfolio - AB InBev's Beyond Beer portfolio saw a revenue increase of 16.6%, driven by double-digit growth in brands like Cutwater and Nütrl in the U.S. and Beats in Brazil [7] Stock Performance - Over the past three months, AB InBev's shares have increased by 25.5%, outperforming the industry growth of 18.9% [8]

Core Viewpoint - The Guangdong-Hong Kong-Macao Greater Bay Area Industrial Internet Public Technology Service Platform has been recognized as a key pilot platform, marking its role as a crucial hub for the industrial internet technology transition from research and development to industrial application in China [1][2]. Group 1: Importance of Pilot Platforms - Pilot platforms address the "last mile" challenges in manufacturing, such as equipment interconnectivity, data silos, and high trial costs, acting as an intermediary testing ground for technology validation and industrial application [2]. - The Greater Bay Area Industrial Internet Platform aims to integrate cutting-edge technologies like 5G, big data, and artificial intelligence to create a comprehensive industrial internet technology verification and service platform [2][3]. Group 2: Technical Integration - The platform offers services across six major pilot verification production lines, enhancing trial verification efficiency by 30%, reducing comprehensive trial costs by 50%, and shortening R&D cycles by 50% for small and medium-sized manufacturing enterprises [3]. Group 3: Data Utilization - The platform aggregates eight categories of heterogeneous industry data, improving data collection efficiency by 20% and equipment utilization by 15%, thereby promoting industrial digital transformation and high-quality innovation [5]. Group 4: Ecosystem Collaboration - The platform is co-built by Shenzhen National High-tech Industry Innovation Center and major companies like Huawei and China Unicom, establishing a three-tier collaborative model to support small and medium-sized manufacturing enterprises [8]. Group 5: Lightweight Transformation - The platform introduces a "lightweight digital transformation" approach for small and medium enterprises, providing tailored service packages that have already benefited over 2,000 companies in Shenzhen, with plans to expand services to 5,000 enterprises [9].

Hudson Global (HSON) Q1 2025 Earnings Call May 13, 2025 10:00 AM ET Company Participants Jeffrey Eberwein - CEOMatt Diamond - CFOJake Zabkowicz - Global CEO of Hudson RPO Conference Call Participants Marc Riddick - Business Services AnalystNone - Analyst Operator Good morning, and welcome to the Hudson Global Conference Call for the First Quarter of twenty twenty five. Our call today will be led by Chief Executive Officer, Jeff Eberwein Chief Financial Officer, Matt Diamond and Global CEO, Hudson RPO, Jake ...

Market Overview - The global hospital information systems market is projected to reach USD 116.75 billion by 2030 from USD 63.80 billion in 2024, at a CAGR of 10.6% from 2024 to 2030 [2][9]. Market Drivers - Growth is driven by government initiatives such as financial incentives from Medicare and Medicaid, including the NY Medicaid EHR Incentive Program offering up to USD 63,750 over six years, which accelerates EHR implementation [4]. - Regulatory mandates like HIPAA, GDPR, and the Information Blocking Rule necessitate robust data security measures, prompting continuous system upgrades [4]. - The 2024-2030 Federal Health IT Strategy is expanding broadband and connected technology in underserved areas, fostering sustained market growth [4]. Market Segmentation - The telehealth and telemedicine segment dominated the market in 2023, driven by the need to mitigate hospital-acquired infections and manage chronic diseases [6]. - The Asia Pacific region is expected to experience the highest growth due to improved healthcare infrastructure, technology adoption, and government support [8]. Competitive Landscape - Leading companies in the hospital information systems market include Epic Systems Corporation, GE HealthCare, UnitedHealth Group, Medical Information Technology, Veradigm LLC, and others [5][14]. Industry Trends - Increasing adoption of Electronic Health Records (EHRs) in hospitals and clinics is a significant trend [11]. - There is a rising emphasis on collaborative care and integrating data analytics into HIS to boost patient care and operational efficiency [11]. - The integration of AI and cloud-based solutions is becoming more prevalent, enhancing patient care and operational capabilities [11].