Domo (DOMO) Q1 2026 Earnings Call May 21, 2025 05:00 PM ET Company Participants Peter Lowry - VP, IRJosh James - CEOTod Crane - CFORJ Tracy - CRO Conference Call Participants Yi Fu Lee - Equity Research AnalystJared Jungjohann - AnalystEric Martinuzzi - Senior Research AnalystNone - Analyst Operator a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Peter Lowry, Vice President, Investor Relations. Thank you, Peter. You may begin. Peter Lowry Good afternoon. On the c ...

OSE Immunotherapeutics Announces Strategic Collaboration to Pioneer Novel mRNA Technologies OSE Immunotherapeutics to lead French consortium with Inside Therapeutics and MiNT Laboratory (University of Angers) secures €1.3 million in funding from Bpifrance and Région Pays de la Loire NANTES, France – May 21, 2025, 6:00pm CET - OSE Immunotherapeutics SA (ISIN: FR0012127173; Mnemo: OSE), today announces a strategic collaboration with Angoulême/Bordeaux- based Inside Therapeutics and Angers-based MiNT Laborator ...

Gates Industrial (GTES) FY Conference Summary Company Overview - **Company**: Gates Industrial Corporation (GTES) - **Conference Date**: May 21, 2025 Key Industry Insights - **Automotive Replacement**: Strong performance noted, particularly in North America and China, driven by new customer acquisitions and high used car sales prices [2][9] - **Mobility Sector**: Experienced double-digit growth, especially in e-bikes, with a positive outlook for continued strength [3][4] - **Industrial Recovery**: Gradual recovery observed, particularly in Asia, but tempered expectations for growth due to global trade uncertainties [6][12] - **Geographical Performance**: - **North America**: Positive trends in automotive replacement; industrial side expected to be challenging [11] - **EMEA**: Slight decline of 1% in Q1, but mobility business expected to provide tailwinds [3][11] - **Asia**: Positive core growth in China and India, with signs of industrial recovery [12][14] Financial Performance and Guidance - **Q1 Performance**: Exceeded expectations with a 1.5% organic growth; Q2 guidance remains flattish [1][5] - **Full Year Guidance**: Targeting approximately 1.5% organic growth for the year, with expectations for acceleration in the second half [17][21] - **Pricing Strategy**: Implemented $40 million in price increases to offset tariffs, anticipating some demand headwinds [20][27] Operational Challenges and Strategies - **Inventory Levels**: Destocking in agriculture and construction sectors is nearing completion, with confidence in distribution inventory levels [22][23] - **Tariff Impact**: Ongoing adjustments to pricing strategies in response to tariffs, with a focus on maintaining margin neutrality [29][34] - **Debt Management**: Aiming to reduce gross debt below $2 billion while balancing stock buybacks and potential M&A opportunities [46][48] M&A and Growth Opportunities - **M&A Strategy**: Open to strategic acquisitions that align with growth objectives, particularly in underrepresented segments or geographies [49][52] - **Data Center Market**: Targeting $100 to $200 million in incremental revenue by 2027, focusing on organic growth through existing product lines [41][42] Conclusion - **Outlook**: Gates Industrial remains optimistic about its growth trajectory, particularly in automotive replacement and mobility sectors, while navigating challenges in industrial recovery and global trade dynamics. The company is committed to strategic pricing, operational efficiencies, and exploring M&A opportunities to enhance its market position [35][54]

Financial Performance - The company reported a strong FY2024 performance with consolidated revenue of $48.5 million and gross profit of $17.7 million [1] - Adjusted EBITDA was near break-even, while adjusted EPS was negative at $0.035 per share [1] Strategic Initiatives - The company plans to launch Business Insider Taiwan in 2025, indicating a focus on expanding its market presence [1] - There is an emphasis on acquisitive growth through mergers and acquisitions (M&A) [1] - The company is implementing an AI-based multilingualization strategy to enhance content reach into new markets [1] Company Overview - TNL Mediagene was formed in May 2023 through the merger of Taiwan's The News Lens Co. and Japan's Mediagene Inc., becoming a leading independent digital media group in the region [11] - The company operates original and licensed media brands in Japanese, Chinese, and English, covering various topics including news, business, technology, and lifestyle [11] - TNL Mediagene employs approximately 500 staff across Asia, with offices in Japan, Taiwan, and Hong Kong [11]

Auna (AUNA) Q1 2025 Earnings Call May 21, 2025 08:00 AM ET Company Participants Ana Maria Mora - Investor Relations ManagerJesus Zamora Leon - President & Executive ChairmanGisele Remy - EVP & CFO Conference Call Participants Mauricio Cepeda - Analyst Operator Good morning, and welcome to Auna's First Quarter twenty twenty five Earnings Conference Call. My name is Rob, and I will be the operator for today's call. At this time, all participants are in listen only mode. And please note that this call is being ...

Auna (AUNA) Q1 2025 Earnings Call May 21, 2025 08:00 AM ET Speaker0 Good morning, and welcome to Auna's First Quarter twenty twenty five Earnings Conference Call. My name is Rob, and I will be the operator for today's call. At this time, all participants are in listen only mode. And please note that this call is being recorded. There will be an opportunity for you to ask questions at the end of today's presentation. Now I would like to turn the call over to Anna Maria Mora, Head of Investor Relations. Ma'am ...

Core Insights - Novavax has received full FDA approval for its COVID-19 vaccine, NUVAXOVID, marking a significant milestone for the company and validating its recombinant protein-based vaccine technology [2] Company Developments - The FDA approval triggers a $175 million milestone payment for Novavax, indicating strong financial implications for the company [2] - The approval comes after years of strategic pivots and navigating bureaucratic challenges, showcasing the company's resilience and commitment to bringing its vaccine to market [2] Industry Context - The approval of NUVAXOVID contributes to the broader landscape of COVID-19 vaccines, highlighting the ongoing competition and innovation within the biotech sector [2]

Group 1 - Oma Savings Bank Plc has resolved to transfer 4,819 own shares to participants of the share-based incentive scheme for the reward payment installment of 2025 [1][2] - The transfer of shares is based on the authorization granted by the Annual General Meeting held on April 8, 2025, leaving the company with 132,200 own shares in treasury after the transfer [2] - OmaSp is a solvent and profitable Finnish bank, providing services through 48 branch offices and digital channels to over 200,000 private and corporate customers [3] Group 2 - The core idea of OmaSp is to provide personal service and maintain close relationships with customers through both digital and traditional channels [4] - The bank aims to offer a premium customer experience and is committed to customer-oriented development of operations and services [4] - A significant portion of the personnel also own shares in OmaSp, indicating employee investment in the company's success [4]

Investment Rating - The report assigns a "Buy" rating to Bilibili Inc. (BILI) with a 12-month DCF-based target price of US$23.70 and HK$185.00, indicating an upside potential of 31.7% and 32.0% respectively [7][9]. Core Insights - Bilibili Inc. reported revenue of Rmb7.0 billion for 1Q25, reflecting a year-over-year increase of 24% and slightly beating consensus estimates [1][2]. - Non-GAAP EPADS was reported at Rmb0.85, which is a 20% increase year-over-year and a 38% beat against consensus estimates [1]. - The company experienced a 4.5% increase in Daily Active Users (DAU) and a 7.8% increase in Monthly Active Users (MAU), reaching 107 million and 368 million respectively, likely aided by the Spring Festival Gala [2]. - Mobile games revenue surged by 76% year-over-year, while advertising revenue grew by 20% year-over-year, both aligning with expectations [2]. - The adjusted operating profit was Rmb342 million, exceeding the estimate of Rmb213 million, primarily due to disciplined sales and marketing spending [2]. Summary by Sections Earnings Results - Revenue: Rmb7.0 billion (+24% YoY) [1] - Non-GAAP EPADS: Rmb0.85 (+20% YoY) [1] - DAU: 107 million (+4.5% YoY) [2] - MAU: 368 million (+7.8% YoY) [2] - Mobile Games Revenue: +76% YoY [2] - Advertising Revenue: +20% YoY [2] - Adjusted Operating Profit: Rmb342 million (+61% YoY) [2] Future Outlook - Key focus areas include advertising outlook for 2Q/FY25, game pipeline for the remainder of 2025, margin expansion potential, and shareholder return plans for 2025E [2].

Group 1 - The core viewpoint of the articles emphasizes the importance of database performance and reliability in today's data-driven business environment, highlighting GBase 8s as a mature and stable domestic database system with an optimized SSC cluster architecture that significantly enhances performance and availability [1][3]. - GBase 8s SSC cluster operates by minimizing network data transmission between the main and slave nodes, only sending network heartbeat and current logical log position information, which reduces network latency and enhances synchronization performance [1][8]. - In a scenario with a single slave node, the theoretical maximum network throughput between the main and slave nodes is approximately 3.5 MB/s, with a performance of 1 million tpmc at 400 concurrent users [1][2]. Group 2 - The SSC cluster architecture allows multiple database instances to access and operate on the same database simultaneously, featuring high availability, high performance, and load balancing, along with automatic failover and rejoining capabilities [3][4]. - In scenarios where the SSC slave node supports updates, the network throughput can reach 248.9 MB/s with a performance of 1 million tpmc for the new order business in TPCC [2]. - The SSC cluster's operational principle involves the main node sending the current Log Sequence Number (LSN) to the slave node, which then retrieves the updated logical logs from shared storage, thus avoiding the need to transfer logical log files between nodes [8][9].