Hayward (HAYW) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Speaker0 Please note that this conference is being recorded. I will now turn the call over to Kevin Masca, Vice President, Investor Relations and FP and A. Mr. Masca, you may begin. Speaker1 Thank you, and good morning, everyone. We issued our first quarter twenty twenty five earnings press release this morning, which has been posted to the Investor Relations section of our website at investor.hayward.com. There, you can also find an earnings sli ...

WISeKey Confirms June Launch of Next-Generation WISeSat Satellite with SpaceX Featuring Encrypted Communications and SEALCOIN Integration Geneva, Switzerland, May 1, 2025 –WISeKey International Holding Ltd (“WISeKey”) (SIX: WIHN, NASDAQ: WKEY), a leading global cybersecurity, blockchain, and IoT company, today announces the upcoming launch of its next-generation WISeSat.Space satellite aboard a SpaceX mission in June 2025. This milestone marks a major technological step forward for WISeSat.Space’s secure s ...

FIRST QUARTER 2025 EARNINGS May 1, 2025 © 2025 Hayward Holdings, Inc. FIRST QUARTER 2025 EARNINGS CALL KEVIN HOLLERAN President and Chief Executive Officer EIFION JONES Senior Vice President and Chief Financial Officer KEVIN MACZKA Vice President of Investor Relations and FP&A NYSE: HAYW 2 © 2025 Hayward Holdings, Inc. Forward-Looking Statements and Non-GAAP Financial Measures Forward-Looking Statements © 2025 Hayward Holdings, Inc. 3 Key Messages Q1 2025 results ahead of expectations; net sales up 8% YoY C ...

Core Viewpoint - Lantronix Inc. is set to release its financial results for the fiscal 2025 third quarter on May 8, 2025, after market close [1] Group 1: Financial Results Announcement - The financial results will cover the period ended March 31, 2025 [1] - An investor conference call and audio webcast will be held on May 8, 2025, at 1:30 p.m. Pacific Time [2] - Investors can access a replay of the conference call starting at approximately 8:00 p.m. Pacific Time on the same day [3] Group 2: Company Overview - Lantronix Inc. is recognized as a global leader in compute and connectivity IoT solutions, focusing on high-growth markets such as Smart Cities, Enterprise, and Transportation [4] - The company's offerings include customizable solutions that enable AI Edge Intelligence, with advanced products like Intelligent Substations infrastructure, Infotainment systems, and Video Surveillance [4]

Company Overview - Ligand Pharmaceuticals is a biopharmaceutical company focused on supporting the clinical development of high-value medicines through financing and licensing technologies [2] - The company's business model aims to create a diversified portfolio of biotech and pharmaceutical product revenue streams while maintaining a low corporate cost structure [2] - Ligand partners with leading pharmaceutical companies to leverage their expertise in late-stage development, regulatory management, and commercialization [2] Upcoming Investor Conferences - Ligand management will participate in the H.C. Wainwright Royalty Company Conference on May 13, 2025, at 3:30 p.m. ET, including a fireside chat and one-on-one meetings [4] - Management will also take part in the RBC Capital Markets Global Healthcare Conference on May 20, 2025, at 2:05 p.m. ET, featuring a fireside chat and one-on-one meetings [4] - Additionally, Ligand will engage in one-on-one meetings at the Craig-Hallum Institutional Investor Conference on May 28, 2025 [4] Technology Platforms - Ligand operates two infrastructure-light royalty-generating technology platforms: Captisol® and NITRICIL™ [2] - The Captisol® platform is designed to optimize the solubility and stability of drugs through a chemically modified cyclodextrin structure [2] - The NITRICIL™ platform allows for tunable dosing, enabling adjustable drug release profiles for proprietary formulations targeting a broad range of indications [2] Investor Relations - The company utilizes its investor relations website and social media to disclose material non-public information and comply with disclosure obligations under Regulation FD [3] - Investors are encouraged to monitor the company's website and social media accounts for updates, press releases, SEC filings, and public conference calls [3]

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Core Viewpoint - Teslin, established in 2015, is a key player in China's AIoT industry, focusing on technology-driven industrial upgrades and spatial intelligence for sustainable development [1] Financial Performance - Teslin's revenue for 2024 is projected to be 1.843 billion yuan, representing an 83.2% increase compared to 2023 [1][2] - Revenue figures for 2022 and 2023 were 738 million yuan and 1.006 billion yuan, respectively, resulting in a compound annual growth rate (CAGR) of 58.0% from 2022 to 2024 [1][2] - The company's expense ratio (sales, management, and R&D) decreased from 76.9% in 2023 to 45.0% in 2024, indicating effective cost control [3] Market Position - Teslin has become one of the fastest-growing companies in the AI industry, outperforming peers such as SenseTime and Horizon Robotics, which reported revenue growth rates of 10.8% to 53.6% in 2024 [3] - The company has established a comprehensive AIoT technology product system over nine years, positioning itself as a leading enterprise in the rapidly growing AIoT market [2] Market Expansion - As of December 31, 2024, Teslin's products have been deployed by over 800 clients across 160 cities globally, with a total order amount of 2.3 billion yuan [4] - The number of clients increased from 224 in 2022 to 342 in 2024, reflecting an optimized customer structure [4] Strategic Focus - Teslin is focusing on three strategic directions: AIoT models, AIoT infrastructure, and AIoT agents, which are expected to drive future business growth [6] - The company is responding to the increasing demand in the market by restructuring its internal teams to enhance efficiency and innovation [3] Industry Context - The global AIoT market is experiencing rapid growth, with a projected CAGR of over 31.7% over the next five years [2] - China's AI market is also expanding, with spending reaching 14.8 billion USD in 2023, making it the second-largest AI market globally [7] - Teslin's technology strategy aligns with China's push for self-sufficiency in AI, reducing reliance on external technologies and enhancing the resilience of the industrial chain [7]

来源：内容来自 semiwiki，谢谢。 关键要点 最近对 120 多名匿名半导体专业人士进行的一项调查提供了关于业界如何评估非易失性存储器 (NVM) 技术以及下一步发展方向的客观看法。 2024 年 NVM 调查于 2024 年底启动，并通过包括 SemiWiki 在内的各种半导体相关平台和门户 网站进行推广，吸引了来自北美、欧洲和亚洲的工程师、架构师和决策者的参与。调查重点关注 内存 IP 的选择方式、哪些技术正在接受审查，以及决策者最看重哪些因素。 最近对 120 多名半导体专业人士进行的一项调查评估了业界对非易失性存储器 (NVM) 技 术的看法。 81% 的受访者目前正在评估或已经使用过 NVM IP，表明他们正在积极做出设计决策。 ReRAM 得到了超过 60% 的受访者的认可，使其成为传统嵌入式闪存的显著替代品。 81% 的受访者表示他们目前正在评估或曾经使用过 NVM IP。这些团队正在制定实际的设计决 策。受访者群体涵盖半导体供应商、IP 公司和系统开发商，从大型跨国公司到专注于特定设计团 队，应有尽有。职位涵盖从工程师到首席技术官 (CTO) 等各个岗位。 当被问及新兴的NVM类型时，R ...

截至2024年12月31日，特斯联的在手订单金额约为23亿元。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 特斯联智慧科技股份有限公司 （以下简称 " 特斯联 "）于2025年4月30日更 新招股书，继续推进港交所主板上市进程，中信证券和海通国际担任联席保荐人。 成立于 2015年的特斯联 作为 一家致力于以 AIoT技术推动产业升级及空间智能以实现可持续发展 的高科技企业 ， 聚焦 AIoT领域模型、AIoT基础设施 和 AIoT智能体三大战略方向 ——其中， AIoT领域模型是特斯联空间智能的分析引擎；AIoT基础设施及其全栈智算产品套件是特斯联空间智 能生态的基础；AIoT智能体 则 是特斯联空间智能解决方案的统筹交互界面。 这里不妨补充一点， 特斯联 的 研发团队由三位电气和电子工程师协会会士（ IEEE Fellow）：首 席技术官华先胜博士、首席科学家邵岭博士、首席科学家杨旸博士领导 ，三位均连续多年入选斯坦 福大学发布的全球前 2%顶尖科学家榜单的终身影响力排行榜和年度科学影响力排行榜双榜。截至 2024年12月31日，特斯联 ...

F o u r t h Q u a r t e r 2 0 2 4 E a r n i n g s P r e s e n t a t i o n April 30, 2025 1 Disclaimers Forward-Looking Statements This presentation includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. KORE's actual results may differ from their expectations, estimates and projections and consequently, you should not rely on these forward-looking statements as predictions of future events. Forward-looking statements ...