Core Viewpoint - IHS Holding Limited is expected to report strong first-quarter 2025 results, with earnings projected to increase significantly year-over-year, driven by growth in emerging markets and demand for communication infrastructure [1][4][16]. Financial Performance - The Zacks Consensus Estimate for earnings is 17 cents per share on revenues of $421.3 million, reflecting a 342.9% increase in earnings from the previous year and a 0.8% growth in revenues [1]. - First-quarter earnings estimates have been revised upward by 21.4% over the past 60 days [1]. - IHS has a history of earnings surprises, with an average surprise of negative 46.6% over the last four quarters, but achieved an 812.5% surprise in the last reported quarter [2][3]. Market Position and Growth Drivers - IHS is benefiting from its expanding presence in emerging markets, particularly in Africa, with solid demand for mobile communication infrastructure amid increasing 5G deployment [4][6]. - The company reported a total of 16,495 towers in Nigeria, a 0.6% year-over-year increase, contributing to its performance [5]. - The addition of approximately 100 towers and over 800 tenants in the SSA market in 2024 is expected to drive results [6]. Strategic Initiatives - IHS has successfully renewed and extended all MTN MLAs, including a significant deal with Airtel Nigeria to add 3,950 new tenancies [7]. - The company's strategic priorities and growth investments are anticipated to support sustained growth and shareholder value [16][17]. Valuation and Price Performance - IHS shares have increased by 55.6% over the past three months, outperforming the Zacks Communication - Infrastructure industry's growth of 13.2% and the S&P 500's decline of 4.1% [9]. - The forward 12-month price-to-earnings (P/E) ratio for IHS is 8.04X, below the industry average of 9.89X, indicating an attractive valuation for investors [13].

Core Viewpoint - Tuya Inc. is set to hold its annual general meeting (AGM) on June 19, 2025, to discuss and vote on proposed resolutions, with full support from the board of directors [1][2]. Company Information - Tuya Inc. is a leading global AI cloud platform service provider focused on building an AIoT developer ecosystem [4]. - The company offers a comprehensive suite of services, including Platform-as-a-Service (PaaS), Software-as-a-Service (SaaS), and smart solutions for developers in various industries [4]. - Tuya has established a global developer community that includes brands, OEMs, AI agents, system integrators, and independent software vendors, promoting a smart solutions ecosystem that emphasizes green and low-carbon principles, security, efficiency, agility, and openness [4]. Financial Reporting - The company has filed its annual report on Form 20-F for the fiscal year ended December 31, 2024, which includes audited financial statements [3].

KORE Group (KORE) Q1 2025 Earnings Call May 15, 2025 05:00 PM ET Company Participants Vik Vijayvergiya - Vice President, Investor RelationsRonald Totton - President & CEOPaul Holtz - Executive VP, CFO & Treasurer Conference Call Participants Scott Searle - Managing Director, Senior Research AnalystLance Vitanza - MD & Senior Analyst Operator Greetings, and welcome to Core Group Holdings Incorporated First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A q ...

Financial Data and Key Metrics Changes - Revenue for Q1 2025 increased by 47% year-over-year to $7,900,000, exceeding guidance of $7,800,000, driven by balanced growth in the Vinia business [6][22] - Gross profit rose by 53% to $4,600,000, representing a gross margin of 58.5%, up from 56.2% in the same quarter last year [22][23] - Net losses for Q1 2025 totaled $2,300,000, or $0.13 per share, compared to a net loss of $6,600,000, or $0.48 per share in the same quarter last year [23][24] Business Line Data and Key Metrics Changes - The Direct to Consumer Health and Wellness Products Division, led by Vinia, accounted for the majority of revenue, with total active subscribers exceeding 50,000 in the USA [6][10] - The Amazon channel represented 20% of the business, showing improvements in customer conversion and repeat purchase rates [6] - The CDMO services division has signed multiple customers, including a partnership with Tate and Lyle for developing next-generation plant-based sweeteners [16][17] Market Data and Key Metrics Changes - The company reported a significant increase in gross margins, attributed to scaling operations and cost efficiencies [7][8] - The rollout of new products, including superfood tea and coffee, is expected to capture additional market segments [10][12] Company Strategy and Development Direction - The company aims to achieve adjusted EBITDA breakeven at $11,000,000 to $12,000,000 in quarterly revenue by the second half of 2025 [18] - Strategic focus includes expanding the direct-to-consumer portfolio, investing in R&D for process improvements, and building AI-powered tools for CDMO services [19] - The company plans to launch new products targeting younger consumers and expand into the hydration and beauty markets [62] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to execute and deliver on the company's mission to democratize life-changing compounds [25] - The company is optimistic about the growth potential in the pharmaceutical sector, driven by increasing interest in non-GMO and plant-based compounds [72][74] - Management highlighted the importance of regulatory flexibility and the potential for significant revenue opportunities in the pharmaceutical market [73] Other Important Information - Cash and cash equivalents as of March 31, 2025, totaled $3,400,000, an increase from $2,400,000 at the end of 2024 [24] - The company raised $3,900,000 in debt financing during the quarter, primarily from existing investors [24] Q&A Session Summary Question: Can you provide details on the Phase two portion of the CDMO contract? - The transition to Phase two involves moving from solid media to liquid media for cell conditioning, expected to take six to nine months [28][30] Question: How long will it take to narrow down targets with Tate and Lyle? - Significant work is underway, with a comprehensive update expected before the end of the year [32] Question: Should we anticipate continued gross margin expansion? - Management expects continued improvements in gross margins alongside revenue growth [34] Question: How many products contributed to revenue in Q1? - The majority of revenue came from three product lines, with expectations to increase to four by Q2 [39][40] Question: Will marketing costs drop due to increased ad inventory? - The company is focused on reducing marketing costs as a percentage of revenue while exploring new channels [42][46] Question: Does the second quarter guidance include CDMO contributions? - Yes, it includes revenue recognition from existing projects and potential new catalysts [47] Question: How many CDMO programs can be run concurrently? - The company can handle five to seven projects at one time in the initial stages [51] Question: What is the timeline for the olive cell product? - The product is expected to launch in 2026, with a faster ramp-up anticipated due to complementary marketing strategies [84]

Group 1: Company Performance - In 2024, the company's revenue increased by 45% year-on-year, while net profit surged by 205% [5] - The improvement in gross margin compared to the previous year is attributed to better product structure, enhanced internal controls, and increased sales volume [11] Group 2: Product Development - The company introduced MEMS ultra-high frequency chips with various specifications, including sizes 1612 (52M) and 1210 (76.8M, 80M, 96M, 125.25M, 156.25M), used in high-tech industries such as smartphones and smartwatches [6] - The company is actively expanding its market for automotive-grade products and has received IATF16949 certification [10] Group 3: Industry Trends - The quartz oscillator industry is experiencing a recovery, driven by demand from sectors like cloud computing, new energy vehicles, and artificial intelligence [9] - High-end oscillator products are seeing increasing application scenarios due to the growth in emerging industries [9] Group 4: Operational Strategy - The company focuses on customer demand, market expansion, technological research and development, and talent cultivation to drive growth [5] - There are currently no plans to expand the photolithography production line, as it meets the company's needs [7]

投资者关系活动记录表 编号：2025-02 投资者关系活动 类别 □特定对象调研 □ 分析师会议 □ 媒体采访 √ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 参与单位名称及 人员姓名 线上参与厦门辖区上市公司 2024 年年报业绩说明会暨投资者网 上集体接待日活动的投资者 时间 2025 年 5 月 15 日（周四）下午 15:40~17:00 地点 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采 用网络远程的方式召开业绩说明会 上市公司接待人 员姓名 1、董事长兼总经理：邹剑寒先生 2、财务总监：苏卫标先生 3、独立董事：王志强先生 4、副总经理兼董事会秘书：李巧巧女士 投资者关系活动 主要内容介绍 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复： 1、公司研发投入中，有多少比例用于前瞻性技术（如 AI、 汽车按摩椅、医疗康复机器人）？近 3 年研发成果转化对营收的 贡献率是多少？ 答：您好，公司自成立以来十分重视研发创新，专注于大健 康产业前沿技术的开发与跟踪，并结合 AI、IOT 等新兴技术进 行创新应用，加速产品" ...

格力博(江苏)股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | 媒体采访 业绩说明会 □ √ | | | 路演活动 □ 新闻发布会 □ | | | □ 现场参观 | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 15 日 (周四) 下午 15:30~16:30 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、董事长陈寅 | | 员姓名 | 2、财务总监、董秘徐友涛 | | | 3、独立董事任海峙 | | | 4、独立董事肖波 | | | 5、保荐代表人刘新浩 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： 1、为什么不分红？ | | | 综合考虑公司实际经营发展情况和资金需求，以及公司长期 | | 投资者关系活动 | 发展规划 ...

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Company Overview - Primega Group Holdings Limited is changing its ticker symbol from "PGHL" to "ZDAI" on the Nasdaq Stock Market, effective May 16, 2025, reflecting its evolving identity and strategic vision [1][3] - The company is based in the Cayman Islands and operates through its Hong Kong subsidiary, Primega Construction Engineering Co. Limited, focusing on environmentally friendly transportation services and minimizing construction waste [5] Strategic Focus - Primega Group Holdings Limited is venturing into technological advancements, including hotel marketing software development, digitized supply chain platforms, AI and IoT integration, cloud computing, and intelligent engineering equipment [2] - The new ticker symbol "ZDAI" symbolizes the company's commitment to innovation, growth, and excellence [1][3] Leadership Statement - Tan Yu, Chairman of Primega Group Holdings Limited, expressed excitement about the new ticker symbol, indicating it aligns with the company's corporate objectives and future trajectory, marking an important milestone for growth and success [3]

Financial Data and Key Metrics Changes - Net sales for Q1 2025 totaled $26.9 million, a decrease of 21.4% from $34.2 million in Q1 2024, impacted by delays in customer approvals and manufacturing efficiencies [15][16] - Gross profit for Q1 2025 was $3.1 million, or 11.1% of net sales, compared to $5.4 million, or 15.9% in the same quarter last year, due to lower sales and reduced facility utilization [16] - Adjusted EBITDA for Q1 2025 was negative $1 million, down from $1.6 million in Q1 2024, reflecting ongoing operational challenges [18] Business Line Data and Key Metrics Changes - The aerospace and defense segment faced revenue impacts due to the closure of the Blue Earth facility and delays in customer approvals for the transfer of programs to the Bemidji facility [4][5] - Customer backlog has stabilized as of March 31, 2025, consistent with the year-end 2024 backlog, with expectations for improved order volume as approvals are completed [16] Market Data and Key Metrics Changes - The company is closely monitoring supply chain strategies as customers evaluate their operations in light of tariff uncertainties, particularly regarding facilities in China and Mexico [6][7] - Opportunities are emerging in China as companies seek to consolidate manufacturing within the region, aligning with the company's nearshoring strategy [7] Company Strategy and Development Direction - The company is focused on reducing operating costs and aligning operations with market demand to drive sustainable long-term EBITDA growth [21] - A three-tier global manufacturing strategy across the US, Mexico, and China is in place to enhance competitiveness and operational flexibility [10][11] - The company is investing in engineering expertise and product innovation, particularly in fiber optic technologies, to meet evolving customer needs [24][26] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the stabilization of customer backlogs and the potential for revenue recovery in the second half of 2025 [5][9] - The company is committed to monitoring geopolitical uncertainties and adjusting strategies to mitigate risks associated with tariffs and supply chain disruptions [6][7] Other Important Information - The company plans to further reduce inventory investments throughout 2025, aiming to improve cash flow and operational efficiency [19][21] - The focus on sustainability and innovation in fiber optics is expected to align with industry trends and customer demands for environmentally friendly solutions [26][27] Q&A Session Summary Question: What are the expectations for future revenue recovery? - Management expects revenue recovery in the second half of 2025 as customer approvals are completed and operational efficiencies improve [5][9] Question: How is the company addressing tariff impacts? - The company is closely monitoring tariff implications and adjusting pricing and sourcing strategies to mitigate adverse effects [7] Question: What innovations are being pursued in product development? - The company is advancing fiber optic technologies, including EBX and AOX, to enhance product performance and meet customer needs [24][26]