Acuren-NV5 Transaction - The merger between Acuren and NV5 was announced on May 15, 2025, and closed on August 4, 2025 [12] - NV5 shareholders received $10.00 in cash and 1.1523 shares of Acuren stock for each NV5 share [12] - The transaction's enterprise value was approximately $1.7 billion, including the repayment of NV5's $208 million outstanding debt and the issuance of approximately 79 million Acuren shares to NV5 shareholders [12] - New debt financing of $875 million was used to fund the cash consideration, resulting in a net leverage ratio of 4.1x [12] Combined Company Financial Highlights - The combined company is expected to be a $2 billion+ revenue leader in tech-enabled TICC and engineering services [12] - Illustrative combined revenue for 2024 was $2.039 billion [29] - Illustrative combined revenue for the first half of 2025 was $1.034 billion, compared to $976.2 million for the first half of 2024 [30, 80] - Approximately 70% of the combined revenue is from the United States, and approximately 30% is from international markets [20] Legacy Acuren Q2 2025 Performance - Acuren's Q2 2025 revenue was $314 million, compared to $309 million in Q2 2024 [26] - Adjusted EBITDA for Q2 2025 was $54.561 million, compared to $59.111 million in Q2 2024 [71] - Adjusted Gross Profit for Q2 2025 was $90.320 million, with an Adjusted Gross Margin of 28.8% [69]

Core Points - Innovative Food Holdings, Inc. held its Q2 2025 earnings conference call on August 13, 2025, with key participants including CEO Bill Bennett, COO Brady Smallwood, and CFO Gary Schubert [1] - The company presented both GAAP and non-GAAP financial measures during the call, including historical and estimated EPS and adjusted EBITDA, which excludes certain one-time expenses [2] - The call included forward-looking statements regarding future events, highlighting the inherent risks and uncertainties associated with these projections [3]

Company Participants - The conference call for Loar Holdings, Inc. Q2 2025 results featured key executives including Dirkson Charles (CEO), Brett Milgrim (Executive Co-Chairman), and Glenn D'Alessandro (CFO) [1][2] Conference Call Overview - The call was initiated by Ian McKillop, Director of Investor Relations, who welcomed participants and provided information on accessing the slide deck and call replay [2] Forward-Looking Statements - The company reminded participants that statements made during the call that are not historical facts are considered forward-looking statements, with a reference to the SEC filings for more information [3] Financial Metrics - The discussion included references to adjusted EBITDA, adjusted EBITDA margin, and adjusted earnings per share, which are non-GAAP financial measures [3]

Core Viewpoint - QuickLogic Corporation reported a decline in financial performance for the fiscal second quarter of 2025, with total revenue decreasing by 10% year-over-year and 14.8% quarter-over-quarter, while also highlighting ongoing product development and customer interest in advanced fabrication nodes [3][4][22]. Recent Highlights - The company is experiencing increased interest in high-density designs targeting advanced fabrication nodes, including 12nm at GlobalFoundries and TSMC, and Intel 18A, prompting an accelerated introduction of its Australis 2.0 IP Generation tool, set for deployment in Q4 2025 [2]. Financial Results - Total revenue from continuing operations for Q2 2025 was $3.7 million, down 10% from $4.1 million in Q2 2024 and down 14.8% from $4.3 million in Q1 2025 [3]. - New product revenue was approximately $2.9 million, a decrease of 3.6% year-over-year and a decrease of 22.1% quarter-over-quarter [4]. - Mature product revenue was $0.8 million, down from $1.1 million in Q2 2024 and up from $0.6 million in Q1 2025 [4]. Gross Margin - GAAP gross margin from continuing operations for Q2 2025 was 25.9%, significantly lower than 54.7% in Q2 2024 and 43.4% in Q1 2025 [5]. - Non-GAAP gross margin was 31.0%, down from 58.2% in Q2 2024 and 47.1% in Q1 2025 [5]. Operating Expenses - GAAP operating expenses were $3.5 million, slightly up from $3.4 million in Q2 2024 but down from $3.9 million in Q1 2025 [6]. - Non-GAAP operating expenses were $2.5 million, down from $2.8 million in Q2 2024 and $3.0 million in Q1 2025 [6]. Net Loss - GAAP net loss for Q2 2025 was ($2.7 million), or ($0.17) per share, compared to a net loss of ($1.6 million), or ($0.11) per share, in Q2 2024, and a net loss of ($2.2 million), or ($0.14) per share, in Q1 2025 [7]. - Non-GAAP net loss was ($1.5 million), or ($0.09) per share, compared to a net loss of ($0.7 million), or ($0.05) per share, in Q2 2024, and a net loss of ($1.1 million), or ($0.07) per share, in Q1 2025 [8]. Revenue Composition - In Q2 2025, new products accounted for 79% of total revenue, up from 73% in Q2 2024 but down from 87% in Q1 2025 [22]. - Mature products represented 21% of total revenue, down from 26% in Q2 2024 and up from 13% in Q1 2025 [22]. Geographic Revenue Distribution - Revenue from Asia Pacific increased to 17% in Q2 2025 from 10% in Q2 2024, while North America decreased to 80% from 87% in the same period [23].

Core Viewpoint - Sotherly Hotels Inc. is conducting its Q2 2025 earnings conference call, indicating a focus on financial performance and operational metrics for the quarter [1]. Group 1: Company Overview - The company is represented by key executives including Andrew Mack Sims, Anthony E. Domalski, David R. Folsom, and Scott M. Kucinski during the conference call [1][2]. - The earnings release is available on the company's website, which includes reconciled non-GAAP financial measures to GAAP measures as per regulatory requirements [3]. Group 2: Financial Performance - The call will include a review of the portfolio's key operating metrics for the second quarter, highlighting the company's performance in comparison to previous periods [6].

Company Overview and Strategy - Lifecore is a fully integrated CDMO specializing in sterile injectable pharmaceuticals[9], aiming for a revenue CAGR of 12%+ and Adjusted EBITDA margins of 25%+ in the mid-term[7, 89] - The company projects revenues of $74 million - $76 million and Adjusted EBITDA of $12 million - $14 million for the 7-month transition period (May 26 – Dec 31, 2025)[10] - Lifecore has expanded capacity and revenue potential of approximately $300 million annually[7, 89] Market and Growth Drivers - The global injectable CDMO market is a $10 billion market with a +10% CAGR[24] - The global CDMO market is a $120 billion market with a +8% CAGR[24] - The Hyaluronic Acid market is a $9.8 billion market with a +7% CAGR[24] Financial Performance and Outlook - Fiscal Year 2025 revenues reached $128.9 million, a +0.5% increase compared to FY24[82] - Fiscal Year 2025 Adjusted EBITDA was $19.5 million, a -$0.7 million decrease compared to FY24[82] - The company is targeting a mid-term Adjusted EBITDA margin of 25%+[75] Pipeline and New Business - The total pipeline represents $150 million - $200 million in incremental commercial revenue potential[41] - The company has a strong and diverse pipeline with 11 active late-stage projects and 19 early-mid stage projects[42] - The company is expanding its target markets beyond high-viscosity legacy, including mAbs, complex generics, biologics, and GLP-1[55]

In $Millions 1 Disclosures 2 > Any statement concerning Management's expectation with respect to future results is a forward-looking statement based upon the best information currently available to Management and assumptions Management believes are reasonable, but Management does not intend the statement to be a representation as to future results. > Future results are subject to risks and uncertainties, including the risk factors described in the Company's filings with the Securities and Exchange Commissio ...

Q2 2025 Earnings August 2025 仍 onestream Disclaimer Forward-looking statements are subject to known and unknown risks, uncertainties, assumptions and other factors. Some of these risks are clescribed in greater detail in ou the Securities and Exchange Commission, including our most recently filed Quarterly Report on Form 10-4. or Annual Recort on Form 10-K. ht is not possible for our managemen all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combin ...

Financial Performance - The Interactive segment achieved record quarterly gaming revenue, leading to strong year-over-year improvements in Adjusted Revenue and Adjusted EBITDA[7, 32] - Q2 2025 Adjusted Revenue for the Interactive segment was $178 million, a $28 million increase year-over-year[33] - Q2 2025 Adjusted EBITDA for the Interactive segment improved by $41 million year-over-year[33] - For the first half of 2025, Adjusted Revenue for the Interactive segment was $340 million, a $99 million increase year-over-year[33] - For the first half of 2025, Adjusted EBITDA for the Interactive segment improved by $148 million year-over-year[33] - The company repurchased $115 million of shares year-to-date and aims to repurchase at least $350 million of shares this year[7] Retail Business - The total retail portfolio experienced a 1% revenue growth year-over-year in Q2[9] - Excluding new supply markets, the retail portfolio saw a 4% revenue growth year-over-year in Q2[9] Interactive Segment - Standalone iCasino incrementality is at 73%[39] - Q2 North America iCasino saw a 29% NGR growth year-over-year[39] - Q2 North America iCasino saw a 49% MAU growth year-over-year[39]

Q2 2025 Investor Presentation Forward Looking Statement This presentation includes estimates, projections, and statements relating to our business plans, commitments, objectives, and expected operating results that are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements include, but are not limited to, statements rega ...