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兆易创新_2025 年第二季度预览;盈利动能回升;因第三季度增长加速,重申 “买入” 评级Gigadevice (.SS)_ 2Q Preview; earnings momentum is picking up; reiterate Buy on growth acceleration into 3Q25E
2025-07-24 05:03
Research | Equity Jin Guo +86(21)2401-8943 | jin.guo@goldmansachs.cn Goldman Sachs (China) Securities Company Limited Allen Chang +852-2978-2930 | allen.k.chang@gs.com Goldman Sachs (Asia) L.L.C. | Exhibit 1: 2Q25E snapshot | | | | | | | --- | --- | --- | --- | --- | --- | | | | | | | GSe vs. | | Rmb mn | 2Q25E | YoY | QoQ | Cons. | Cons. | | Revenue | 2,371 | 20% | 24% | 2,245 | 6% | | GM (%) | 39.2% | 1ppts | 1.7ppts | 38.4% | 0.8ppts | 24 July 2025 | 7:38AM CST Gigadevice (603986.SS): 2Q Preview; earning ...
Viking Therapeutics(VKTX) - 2025 Q2 - Earnings Call Transcript
2025-07-23 21:30
Viking Therapeutics (VKTX) Q2 2025 Earnings Call July 23, 2025 04:30 PM ET Speaker0Welcome to the Viking Therapeutics Second Quarter twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode. Following management's prepared remarks, we will hold a Q and A session. As a reminder, this conference call is being recorded today, 07/23/2025. I would now like to turn the conference over to Viking's Manager of Investor Relations, Stephanie Diaz.Please go ahead, S ...
atai Life Sciences poised to lead treatment-resistant depression market with psychedelic candidate
Proactiveinvestors NA· 2025-07-23 20:38
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Silvaco Announces Date of Second Quarter 2025 Financial Results Conference Call
Globenewswire· 2025-07-23 20:10
Core Viewpoint - Silvaco Group, Inc. will announce its financial results for Q2 2025 on August 6, 2025, and will provide a full-year outlook during a conference call [1][2]. Company Overview - Silvaco is a provider of TCAD, EDA software, and SIP solutions that facilitate semiconductor design and AI through innovative software [3]. - The company's solutions are utilized in various sectors including display, power devices, automotive, memory, high-performance computing, foundries, photonics, IoT, and 5G/6G mobile markets for complex SoC design [3]. - Silvaco is headquartered in Santa Clara, California, and has a global presence with offices in North America, Europe, Brazil, China, Japan, Korea, Singapore, and Taiwan [3]. Financial Results Announcement - The financial results for the second quarter ended June 30, 2025, will be released after market close on August 6, 2025 [1]. - A conference call will be held at 5:00 p.m. Eastern time to discuss the results and the full-year outlook [1][3]. - An earnings presentation and supplemental financial results will be available on the company's investor relations website [2]. Conference Call Details - Participants can register for the conference call to receive dial-in numbers and a unique PIN [2]. - An archived replay of the conference call will be accessible on the investor relations website for a limited time after the call [2].
Viking Therapeutics Reports Second Quarter 2025 Financial Results and Provides Corporate Update
Prnewswire· 2025-07-23 20:05
Core Insights - Viking Therapeutics reported significant clinical and financial developments in Q2 2025, including the initiation of the Phase 3 VANQUISH program for VK2735, aimed at treating obesity and type 2 diabetes [2][4] - The company ended the quarter with a strong cash position of $808 million, supporting ongoing clinical trials and development programs [5][16] Clinical Pipeline Updates - The VANQUISH Phase 3 program for VK2735 includes two studies targeting approximately 4,500 adults with obesity and 1,100 adults with type 2 diabetes, assessing the efficacy and safety of VK2735 administered weekly for 78 weeks [4][5] - The Phase 2 VENTURE-Oral Dosing study of VK2735's oral formulation completed enrollment with approximately 280 patients, with top-line results expected in the second half of 2025 [6][8] - VK2735 demonstrated statistically significant weight loss of up to 14.7% in previous trials, with a favorable safety profile [3][4] Financial Performance - Research and development expenses for Q2 2025 were $60.2 million, up from $23.8 million in Q2 2024, primarily due to increased clinical study costs [10][11] - General and administrative expenses rose to $14.4 million in Q2 2025 from $10.3 million in Q2 2024, driven by higher stock-based compensation [11] - The net loss for Q2 2025 was $65.6 million, compared to a net loss of $22.3 million in Q2 2024, reflecting increased operational costs [12] Balance Sheet Overview - As of June 30, 2025, Viking held cash, cash equivalents, and short-term investments totaling $808 million, a decrease from $903 million at the end of 2024 [16] - The total liabilities stood at $32.4 million, with stockholders' equity at $795.5 million [25]
Significant reliability improvements in 2025: CenterPoint Energy's Greater Houston Resiliency Initiative helps deliver 45% reduction in customer outage minutes across Houston in first half of year
Prnewswire· 2025-07-23 19:25
Average customer outage minutes decreased every month in first half of 2025 compared to last year; outage minutes year-to-date are also significantly below the five-year averageNumber of outages related to trees, branches and other vegetation contacting lines down about 33% compared with the same time period in 2024Actions taken to strengthen system and improve reliability included historic investment in more storm-resistant poles, automation devices, undergrounding power lines and clearing of hazardous veg ...
X @Forbes
Forbes· 2025-07-23 18:40
In today’s shifting job market, success hinges on mindset. Dr. Udoka shares how to stay ready and resilient in a workforce rocked by layoffs and rapid change. https://t.co/EvWvQFsSFk https://t.co/EvWvQFsSFk ...
BITCOIN & ALTCOIN PULLBACK (this is next)!!! - Bitcoin News Today, Ethereum, Solana, XRP & Chainlink
Crypto World· 2025-07-23 17:08
Welcome back to the Crypto channel everyone. My name is Josh and right now Bitcoin is continuing to reject from this major resistance in the short term, but still in a sideways price range in the short term, bouncing around sideways, taking out liquidation levels to the downside and to the upside, which we need to pay attention to on this Bitcoin liquidation heat map as Ethereum is continuing the rejection from this significant area of resistance that I've been warning about. while the price of Salana is st ...
Aging into power | Teri Weinberg | TEDxPacific Avenue
TEDx Talks· 2025-07-23 16:11
Career & Leadership - The speaker, a former NBC executive vice president and producer with over two decades of experience, highlights the challenges faced by women in the male-dominated entertainment industry [2][3] - The speaker emphasizes the importance of reclaiming one's voice and owning one's narrative, particularly after feeling marginalized or overlooked [6] - The speaker discusses overcoming professional setbacks, including being "pushed out" from a high-profile position at NBC, and using those experiences to build something new and better [13][15] Personal Growth & Resilience - The speaker shares a personal journey of self-discovery and reinvention, including competing in a triathlon at age 55 after experiencing significant personal loss [16][17] - The speaker underscores the value of persistence, courage, and self-belief in the face of adversity, emphasizing that failure is a part of the path to success [7][15] - The speaker advocates for embracing one's age and experiences, viewing them as sources of strength and wisdom rather than flaws [8][26] Empowerment & Action - The speaker encourages the audience, especially women, to embrace their power, tell their stories, and take up space [23] - The speaker challenges the audience to step outside their comfort zones, pursue their ambitions, and not be afraid to start something new, regardless of age or perceived limitations [24][28] - The speaker promotes authenticity and self-acceptance, urging individuals to be "real and loud and brave and unapologetically you" [25]
Design as Defiance | Samuel Allotey | TEDxUMaT
TEDx Talks· 2025-07-23 15:44
I never went to the university, right. Uh but this year, I'm walking on to five university campuses across Ghana, not as a student, but to remind thousands of students that their future isn't a formula, it's a design. This isn't a story about like me beating the odds.It's going to be one about me essentially rewriting them. I mean, I grew up. My dad said I was still one.That's me there in the with a powder all over my face. My dad says I was still one. But I like to say I was creative.As you can see in the ...