Core Insights - GDEV Inc. reported a revenue increase of 13% year-over-year in Q2 2025, reaching $120 million, driven by higher in-app purchases despite a decline in advertising bookings [4][9] - The company recorded a profit for the period, net of tax, of $17 million in Q2 2025, up from $15 million in Q2 2024, and an adjusted EBITDA of $22 million, reflecting a 30% increase [7][9] - For the first half of 2025, revenue increased by 2% year-over-year to $217 million, with a significant profit increase to $31 million compared to $9 million in the same period of 2024 [10][13] Financial Performance - Q2 2025 revenue was $120 million, up from $106 million in Q2 2024, while H1 2025 revenue was $217 million compared to $213 million in H1 2024 [3][10] - Platform commissions increased by 10% to $25 million in Q2 2025, while game operation costs rose to $14 million, reflecting a 15% increase [5][6] - Selling and marketing expenses in Q2 2025 were $53 million, an 11% increase year-over-year, attributed to performance marketing tests [6][9] Operational Performance - Bookings declined by 14% in Q2 2025 to $92 million and by 20% in H1 2025 to $173 million, primarily due to an 18% decrease in monthly paying users [15][17] - The share of advertising sales as a percentage of total bookings decreased to 5.9% in Q2 2025 from 6.2% in Q2 2024, driven by declining CPM rates [18] - The split of bookings by platform showed an increase in mobile share to 63% in Q2 2025, while the geographical split remained stable across regions [19][21] Cash Flow and Investments - Cash flows from operating activities were negative $10 million in Q2 2025, compared to positive $11 million in Q2 2024, mainly due to decreased bookings and increased marketing expenses [8][14] - The company maintains a strong cash position of $93 million, providing resources for potential future strategic investments [9]

Core Viewpoint - Pioneering Technology Corp. reported its unaudited financial results for the three and nine months ended June 30, 2025, indicating a flat revenue performance with improved gross profit, while facing challenges from potential tariffs on Chinese goods [1][4]. Financial Performance Summary - Revenue for Q3 2025 was $841,403, a decrease from $890,214 in Q3 2024 [3][5]. - Revenue for the first nine months of fiscal 2025 was $1,962,036, down from $2,067,475 in the same period of fiscal 2024 [3][5]. - Gross profit for the first nine months of fiscal 2025 was $1,016,237, with a gross margin of 52%, compared to $1,024,103 and 50% in the same period of fiscal 2024 [3][5]. - Total expenses for the first nine months of fiscal 2025 decreased to $1,365,376 from $1,674,167 in the same period of fiscal 2024 [3][5]. - Net loss for Q3 2025 was $(86,927), an improvement from $(131,640) in Q3 2024 [3][5]. - Net loss for the nine months was $(374,344), compared to $(691,841) a year ago [3][5]. - Adjusted EBITDA for the first nine months was $(266,601), an improvement from $(518,773) during the same period last year [3][5]. Company Overview - Pioneering Technology Corp. is a leader in cooking fire prevention technologies in North America, focusing on innovative solutions to reduce the risk of cooking fires, which are the leading cause of household fires [6]. - The company’s patented technologies, such as temperature limiting control (TLC), are installed in over 450,000 multi-residential housing units across North America, contributing to a significant reduction in cooking fires [6].

Core Viewpoint - Post Holdings, Inc. has announced the sale of its pasta business from 8th Avenue Food & Provisions to Richardson for $375 million in cash, along with assuming $80 million in leaseback liabilities, expected to close in the first fiscal quarter of 2026 [1] Group 1: Transaction Details - The transaction involves Richardson paying $375 million in cash and assuming approximately $80 million in leaseback financial liabilities [1] - Post acquired 8th Avenue on July 1, 2025, and will retain its nut butters, fruit and nut products, and granola businesses, which are expected to be integrated into the Post Consumer Brands segment [1] Group 2: Financial Expectations - The retained businesses are projected to contribute approximately $45-50 million in Adjusted EBITDA for fiscal year 2026 before realizing cost synergies, which are expected to reach an annual run rate of about $15 million by the end of fiscal year 2026 [2] - The synergized acquisition multiple for the remaining business is expected to be below 7 times synergized Adjusted EBITDA, consistent with Post's previous acquisition multiple [2] Group 3: Share Repurchase Authorization - On August 27, 2025, Post's Board of Directors approved a new $500 million share repurchase authorization, effective from August 29, 2025 [3] - As of August 27, 2025, Post had repurchased approximately $304.8 million under its previous $500 million authorization, which was canceled effective August 28, 2025 [3] Group 4: Non-GAAP Measures - Post uses non-GAAP measures such as Adjusted EBITDA and synergized acquisition multiple to provide transparency and assist investors in understanding the underlying operating performance [5][6] - Adjusted EBITDA represents earnings before interest, taxes, depreciation, and amortization, while the synergized acquisition multiple is calculated based on the net purchase price divided by post-synergies Adjusted EBITDA [5] Group 5: Company Overview - Post Holdings, Inc. is a consumer packaged goods holding company with operations in various food categories, including ready-to-eat cereals, pet food, and refrigerated foods [12] - The company is a leader in the North American branded and private label markets, with notable brands such as Weetabix and Bob Evans Farms [12]

Core Insights - Ionik Corporation reported record quarterly revenue of $53.5 million for Q2 2025, representing a 20% increase compared to Q2 2024 and a 28% increase over Q1 2025 [1][4] - The company achieved a record adjusted EBITDA of $9.3 million, which is a 58% increase from Q2 2024 and a 47% increase from Q1 2025 [1][4] - Ionik generated adjusted free cash flow of $7.3 million, with a conversion rate of 79%, up from $3.9 million and a 67% conversion rate in Q2 2024 [1][4] Financial Performance - Revenue growth was primarily driven by the acquisitions of Nimble5, LLC and Rise4 Inc. in 2024 [4] - Gross profit increased by 28% to $21.4 million, resulting in a gross profit margin of 40%, compared to 37% in Q2 2024 [4] - The net loss after tax from continuing operations was $2.8 million, compared to a net income of $0.1 million in Q2 2024 [4] Debt and Cash Position - Cash as of June 30, 2025, was $5.1 million, down from $12.7 million at the end of Q1 2025 [4] - Total undiscounted debt decreased by $5 million to $117.5 million, with senior lender debt at $79.7 million [4] - Senior debt net of cash was $74.6 million, compared to $71.4 million at the end of Q1 2025 [4] Management Commentary - The CEO of Ionik highlighted the company's strong performance in a dynamic market and emphasized the successful integration of its two platforms, which has improved service to customers and gross profit margins [5]

Financial Performance - Revenue for Q2 2025 was €2,288 million, a decrease of 9.1% year-over-year (YoY) on a reported basis[7] - Excluding construction, revenue decreased by 7.4% YoY to €2,204 million[7, 15] - EBITDA for Q2 2025 was €801 million[7] - Operating Free Cash Flow (OpFCF) for Q2 2025 was €423 million, an increase of 5.1% YoY[7, 15] - Accrued Capex was €378 million, a decrease of 23.8% YoY[15] Debt and Liquidity - Pro forma net leverage at the end of Q2 2025 was 5.0x on an LTM (Last Twelve Months) basis[8] - Pro forma liquidity was €860 million[8] - Total net debt was €15,813 million with a weighted average life of 5.7 years[22] - Altice France S.A.'s weighted average cost of debt is 7.125%, and Altice France Holding S.A.'s is 9.125%[22] Commercial Performance - Residential mobile postpaid net adds were +17,000 in Q2 2025[11] - Residential fixed net adds were -17,000 in Q2 2025[11]

Financial Performance - Total Revenue increased by 40% from $1154614 thousand in FY24 to $1201333 thousand in FY25[38] - Same Store Revenue decreased by 37% from $1029251 thousand in FY24 to $990678 thousand in FY25[38] - Adjusted EBITDA increased from $361497 thousand in FY24 to $367687 thousand in FY25, with margins of 313% and 306% respectively[43] - Net loss was reduced from $83581 thousand in FY24 to $10022 thousand in FY25[43] Acquisitions and Capital Deployment - The company deployed $700 million of capital into acquisitions over the past three years[23] - Acquired AMF for $310 million in 2013, leading to an estimated value creation of $13-$15 billion[22] - Acquired Brunswick for $260 million in 2014, reducing the purchase price to $60 million after a Sale Leaseback transaction[22, 23, 26] Operational Metrics - The company has 370 operating locations as of August 2025[25] - The company owns 75 properties with an estimated value between $600 million and $700 million[35] - The company sold 260000 Summer Season Passes in FY25[20]

Core Viewpoint - NowVertical Group Inc. reported its financial results for Q2 2025, highlighting a 13% revenue decline but a significant increase in strategic account growth and adjusted EBITDA, indicating a shift towards sustainable growth despite short-term challenges [3][6]. Financial Highlights - Q2 2025 revenue was $8.2 million, a 13% decrease from $9.4 million in Q2 2024, while H1 2025 revenue was $18.6 million, a 4% increase from $17.9 million in H1 2024 [6][12]. - Gross profit for Q2 2025 was $3.8 million, down 24% from $5.1 million in Q2 2024, and $9.0 million for H1 2025, a 6% decrease from $9.6 million in H1 2024 [6][12]. - Administrative expenses decreased by 31% to $3.2 million in Q2 2025 from $4.6 million in Q2 2024, and were $6.8 million in H1 2025, a 26% decrease from $9.3 million in H1 2024 [6][12]. - Income from operations increased by 41% to $0.6 million in Q2 2025 from $0.4 million in Q2 2024, and was $2.1 million in H1 2025, a 622% increase from $0.3 million in H1 2024 [6][12]. - Adjusted EBITDA for Q2 2025 was $1.0 million, a 29% decrease from $1.5 million in Q2 2024, while H1 2025 adjusted EBITDA was $3.6 million, a 36% increase from $2.6 million in H1 2024 [6][12]. Business Developments - The company experienced a 44% year-over-year growth in strategic accounts, which now represent over 70% of H1 2025 revenue, enhancing revenue quality and predictability [3]. - The decline in Q2 2025 revenue was attributed to planned restructuring in Chile, adjustments in multi-year reseller contracts, and deferrals of certain public sector deals [3]. - The company secured up to $26 million in financing with HSBC to support growth initiatives [7]. Upcoming Events - An investor webinar is scheduled for August 28, 2025, at 10:00 AM EDT to discuss the financial results and business outlook [5][6].

Core Insights - Greif, Inc. reported fiscal third quarter 2025 results, highlighting a significant decrease in net income primarily due to a prior year gain from divestiture [1][6] - The company is in the process of divesting its containerboard business for $1.8 billion, which will be classified as discontinued operations starting Q3 2025 [2][6] Financial Highlights - Net income decreased by 49.6% to $39.3 million or $0.67 per diluted Class A share compared to $78.0 million or $1.35 per diluted Class A share in Q3 2024 [6] - Adjusted EBITDA increased by 2.4% to $160.7 million compared to $157.0 million in the prior year [6] - Combined Adjusted EBITDA rose by 11% to $220.9 million from $199.4 million [6] - Net cash provided by operating activities increased by $123.1 million to $199.9 million [6] - Adjusted free cash flow increased by $136.4 million to $170.7 million [6] Segment Performance - Customized Polymer Solutions net sales increased by $25.1 million to $339.8 million, driven by higher volumes and selling prices [10] - Durable Metal Solutions net sales decreased by $24.3 million to $399.8 million, primarily due to lower volumes [14] - Sustainable Fiber Solutions net sales decreased by $17.6 million to $308.0 million, impacted by lower volumes [16] - Integrated Solutions net sales decreased by $13.4 million to $87.1 million, affected by the Delta Divestiture [18] Strategic Actions - The company achieved run-rate savings of $20 million from cost optimization initiatives by the end of Q3 2025, already at the midpoint of its $15 - $25 million target range [6] - A definitive agreement was signed for the sale of the timberlands business for $462 million, expected to close on October 1, 2025 [6] Dividend Information - The Board of Directors declared quarterly cash dividends of $0.56 per share for Class A Common Stock and $0.84 per share for Class B Common Stock, reflecting an increase from the previous quarter [22]

Financial Performance - Q2 2025 revenue was $155.6 million, a decrease of 10% year-over-year[17] - Q2 2025 gross profit was $16.8 million, with a gross margin of 11%[18] - Q2 2025 operating expenses decreased by 20% to $57.2 million[18] - The net loss for Q2 2025 was $45.4 million[92] - Adjusted EBITDA for Q2 2025 was $(29.7) million[97] Products and Operations - Antora®shipment increased 112%[17] - The company serves 18 OEMs across 28 vehicle brands as of June 30, 2025[18] - Product in Vehicles 9.3mn+[17] Reporting Change - The company changed its reporting currency from Chinese Renminbi ("RMB") to U.S Dollars ("USD")[7]

Core Viewpoint - IQSTEL Inc. has set an intermediate goal of achieving a $15 million EBITDA run rate by 2026 as part of its long-term plan to reach $1 billion in revenue by 2027, supported by a two-pronged growth strategy involving acquisitions and operational efficiencies [1][2][3]. Financial Goals - The company aims for a $15 million EBITDA run rate by 2026, which could lead to an implied market capitalization of $150 million to $300 million based on industry valuation multiples [2]. - IQSTEL forecasts $340 million in revenue for FY-2025, reinforcing its trajectory toward the $1 billion revenue target by 2027 [5]. Growth Strategy - The growth strategy consists of a "pincer strategy" focusing on strategic acquisitions and operational streamlining [2][4]. - IQSTEL plans to pursue 2-3 key acquisitions, each expected to contribute approximately $5 million to the EBITDA run rate [4]. - The company is also focusing on operational efficiencies to strengthen margins and support EBITDA growth [4]. Market Position and Confidence - The CEO of IQSTEL expressed confidence in the company's strategy and its ability to deliver on its financial goals, highlighting the recent institutional investment as a validation of market confidence [3]. - Approximately 12 institutional investors now hold about 4% of IQSTEL's shares, indicating growing institutional support [3]. Company Overview - IQSTEL Inc. operates in the technology sector, providing advanced solutions across Telecom, Fintech, AI-Powered Telecom Platforms, and Cybersecurity, with operations in 21 countries and a team of 100 employees [4].