Core Insights - Xeris Biopharma Holdings (NASDAQ: XERS) has experienced a significant stock price increase of over 45% in the past month, primarily due to impressive Q2 2025 results [1] Financial Performance - The company's revenue for Q2 2025 has shown a notable rise, contributing to the bullish trend in its stock price [1]

Registration No. 333-289552 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Rubico Inc. (Exact name of Registrant as specified in its charter) Republic of the Marshall Islands (State or other jurisdiction of incorporation or organization) 4412 (Primary Standard Industrial Classification Code Number) N/A (I.R.S. Employer Identification No.) 20 Iouliou Kaisara Str 19002 Paiania Athens, Greece +30 210 81 ...

Group 1 - Ribbon Communications Inc. is a global leader in real-time communications technology and IP optical networking solutions, committed to modernizing and safeguarding networks for service providers, enterprises, and critical infrastructure providers [1][2] - The company offers a comprehensive portfolio of secure cloud communications and IP optical networking solutions, focusing on enhancing competitive positioning and business outcomes for customers [2] - Ribbon emphasizes its commitment to Environmental, Social, and Governance (ESG) matters, providing an annual Sustainability Report to stakeholders [2] Group 2 - Ribbon Communications will participate in the Jefferies Semiconductor, IT Hardware & Comm Tech Summit in Chicago on August 26 and 27, 2025, and the TD Securities Technology Growth Cap Summit in New York on September 4, 2025 [5]

Core Insights - Centerspace published its 2024 ESG Report and inaugural TCFD report, emphasizing its commitment to sustainable practices in the multifamily industry [1][3] - The company met four out of five ESG goals two years ahead of schedule and improved its GRESB score from 63 to 70 [2] Group 1: ESG Commitment - Centerspace's 2024 ESG report aligns with GRI's 2024 Universal Standards and the United Nations Sustainable Development Goals [2] - The company established an ESG Committee in 2019 to lead sustainability initiatives [1] Group 2: Climate Risk Management - The inaugural TCFD report serves as a foundation for managing climate risk and aligns with industry-standard reporting frameworks [3] - Centerspace is focused on continuous improvement in disclosure and climate risk mitigation [3] Group 3: Operational Practices - The company is committed to responsible business practices, including resource stewardship, waste reduction, and energy and water conservation [4] - Centerspace operates 73 apartment communities with a total of 13,773 homes across several states [4]

Company Overview and Strategy - CIM Group, a real estate and infrastructure firm, manages CMCT and owns approximately 68% of its stock as of June 30, 2025[8, 12, 151] - CMCT focuses on acquiring, owning, operating, and developing creative office and premier multifamily assets in vibrant communities[15] - The company aims to strengthen its balance sheet and liquidity by extending debt maturities and financing growth initiatives[22, 23] - CMCT's strategy is designed to benefit from the trend toward a more cohesive work/live lifestyle[33] Portfolio Composition and Performance - CMCT's office portfolio is 701% leased in aggregate, consisting of 12 Class A and creative office properties[21] - The company owns 4 premier Class A multifamily properties with 764 total units and has 1 premier Class A multifamily property under development with 36 units[18] - As of June 30, 2025, the total office portfolio's rentable square footage is 1299518 with an overall occupancy rate of 681%[60] - The total multifamily portfolio consists of 764 units with an occupancy rate of 834% and an annualized rent of $18793 thousand[66] Financial Activities and Debt Management - In April 2025, CMCT fully repaid and retired its recourse credit facility after completing 4 new financings across 7 properties[30] - As of June 30, 2025, the company's total debt stood at $5407 million, with a mix of fixed and variable rate mortgages[166] - The company's fixed-rate mortgages payable range from 414% to 741% interest, while variable rate mortgages are based on SOFR plus a margin[166]

Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Rubico Inc. (Exact name of Registrant as specified in its charter) 4412 (Primary Standard Industrial Classification Code Number) Approximate date of commencement of proposed sale to the public: As soon as practicable after this Registration Statement becomes effective. If any of the securities being registered on this Form are being offered on a delay ...

Core Insights - Easterly Government Properties reported strong financial results for Q2 2025, with Core Funds From Operations (Core FFO) per share of $0.74, significantly exceeding analyst expectations of $0.115 by 543.5% [1][2] - GAAP revenue increased to $84.2 million, surpassing the consensus estimate of $80.6 million, reflecting a year-over-year growth of 10.5% from $76.2 million in Q2 2024 [1][2] - The company maintains a focus on government-leased properties, with over 90% of its income derived from U.S. government agencies, ensuring stability and long-term cash flow visibility [3][4] Financial Performance - GAAP EPS for Q2 2025 was reported at $0.09, down 18.2% from $0.11 in Q2 2024 [2] - Core FFO per share rose slightly by 2.8% year-over-year from $0.72 in Q2 2024 [2][5] - EBITDA (Non-GAAP) increased by 18.3% to $54.3 million compared to $45.9 million in Q2 2024 [2] Business Strategy - The company focuses on maintaining high occupancy rates and long lease terms with secure government tenants, alongside targeted acquisitions and developments [4] - Recent acquisitions include a 290,000-square-foot property in Washington, DC, and a 74,549-square-foot facility leased to the Department of Homeland Security [6] - Development projects include a federal courthouse in Medford, Oregon, and a forensic laboratory in Florida, both backed by long-term leases [7] Leasing and Tenant Retention - The portfolio consists of 102 properties with a weighted average lease term of 9.6 years, indicating strong cash flow visibility [8] - Government and government-adjacent leases account for over 90% of rental income, supporting stability [8] Cost Management - Property operating costs rose to $19.2 million from $18.1 million in Q2 2024, influenced by increased depreciation, interest expense, and property taxes [9] - Interest expense increased to $18.96 million due to a heavier debt load and rising rates [9] Environmental and Sustainability Focus - Over 45% of the portfolio meets sustainability benchmarks, aligning with tenant and government energy policies [10] Future Guidance - Management reiterated full-year 2025 guidance for Core FFO per share in the range of $2.98 to $3.03, with an expected growth of 2% to 3% [11] - The company plans approximately $140 million in acquisitions and gross development investments of $25 million to $75 million [11] - The quarterly dividend was maintained at $0.45 per share, yielding roughly 8% based on recent share prices [12]

Sustainability and Environmental Considerations - The construction industry emphasizes using local materials like Jordanian stone, which is environmentally friendly due to its insulation properties and longevity [1] - Sustainable agriculture involves using native plants like olive trees, which require less water in water-scarce regions [1] - Companies are adopting solar energy as a renewable energy source to reduce reliance on environmentally harmful energy sources [1] - Waste management and recycling programs are being implemented to reduce waste and promote reuse [1] - Water-saving technologies are being used to reduce water consumption [1] ESG (Environmental, Social, and Governance) - ESG compliance is becoming a criterion for investment, making it essential for companies and governments to qualify for funding [1] - Environmental aspects include reducing pollution and carbon emissions, with a focus on addressing climate change [1] - Governance involves how companies interact with stakeholders, including customers, communities, and employees, as well as the relationship between executive management and the board of directors [1] Social Responsibility - Companies are increasingly adopting social causes to benefit the community, focusing on issues like equality, diversity, women's empowerment, and support for orphans and people with disabilities [1] - Corporate social responsibility initiatives can enhance profitability by attracting investors and improving overall business practices [1] - King Hussein Business Park is implementing solar energy, waste management, and recycling programs [1] - King Hussein Business Park collaborates with universities to engage students in design projects and supports initiatives that provide employment opportunities for students [1] Youth Empowerment - Supporting youth and startups is crucial, with efforts to connect them with investors [1] - Encouraging young people to think about sustainability and respect the environment when innovating [2]

Second Quarter 2025 Earnings Presentation July 31, 2025 Today's Speakers Marty Kropelnicki Chairman & CEO James Lynch Sr. Vice President, CFO & Treasurer Shilen Patel Chief Business Development Officer and Vice President, TWSC, Inc. 2 Signed agreements to add up to 15,000+ new wastewater connections through a master planned community in Silverwood, California 5 Received first PFAS settlement payment for California, Washington, and New Mexico Maintained industry leading credit rating for Cal Water of A+/stab ...

Financial Data and Key Metrics Changes - Vivo achieved total revenue of BRL 14.6 billion in Q2 2025, representing a 7.1% year-over-year increase, significantly outpacing inflation during the period [7][8] - EBITDA grew 8.8% year-over-year, reaching a margin of 40.5%, reflecting disciplined cost management and operational efficiency [7][20] - Operating cash flow reached BRL 7.3 billion, up 12.5% year-over-year, with a free cash flow yield close to 8% [7][23] Business Line Data and Key Metrics Changes - The mobile segment saw a 7% year-over-year growth in postpaid customers, now comprising 67% of the total mobile customer base [6] - Fiber connections expanded by 12.6% year-over-year, reaching 7.4 million accesses, driven by the Vivo Total conversion plan [6][11] - New businesses represented 11.2% of total revenues, a 1.7 percentage point increase year-over-year, with OTT subscriptions growing 34.5% [9][13] Market Data and Key Metrics Changes - The B2B segment recorded a 13.3% year-over-year growth, with digital B2B services growing 31.3% [14] - The company reported a strong performance in mobile services, with postpaid revenues increasing by double digits [46] Company Strategy and Development Direction - Vivo's strategy focuses on high-value offerings and service convergence, with a strong emphasis on customer experience and innovation [10][12] - The company is exploring M&A opportunities to enhance its network and service offerings, particularly in fiber [32][78] - Vivo aims to maintain its leadership in sustainability, being recognized for its ESG initiatives [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver strong financial results despite macroeconomic challenges [3][6] - The company anticipates continued growth in both mobile and fiber segments, with a focus on reducing churn and enhancing customer loyalty [94] Other Important Information - Vivo has already paid BRL 5 billion to shareholders in 2025, reaffirming its commitment to distribute at least 100% of net income [24] - The company completed a reverse stock split followed by a forward stock split, which significantly increased average daily trading volumes [24] Q&A Session Summary Question: What can we expect regarding leases and the FiBrazil integration? - Management indicated that lease payments have stabilized, with a focus on optimizing costs and capturing synergies from the FiBrazil acquisition, which is pending regulatory approval [27][30][35] Question: How is the fiber to the home ARPU evolving? - The reduction in ARPU is attributed to the growth of the Vivo Total customer base, which, while diluting ARPU, has positively impacted churn rates [40][42] Question: What is the competitive landscape in mobile? - The mobile market remains competitive, but Vivo's strategy focuses on upselling and maintaining low churn rates, with postpaid revenues showing strong growth [46][48] Question: Can you comment on financial expenses and OpEx? - Financial expenses were impacted by seasonal effects, but net income continues to grow year-over-year. OpEx increases were primarily due to personnel costs and G&A expenses, which are expected to remain controlled [52][58][60] Question: How is the migration from copper to fiber progressing? - The migration is set to accelerate, with significant cash effects expected from the sale of copper and real estate assets in the coming quarters [66][70] Question: What are the plans for increasing cross-selling? - Vivo is focusing on upselling digital services and enhancing customer engagement through its app, with significant growth opportunities identified in both B2C and B2B segments [85][89]