Coda Octopus Group (CODA) Q2 2025 Earnings Call June 16, 2025 10:00 AM ET Company Participants Geoff Turner - Investor RelationsAnnmarie Gayle - Chairman & CEOBlair Cunningham - President - Technology & Divisional CEO of Coda Octopus Products IncGayle Jardine - Interim CFOBrian Kinstlinger - MD, Director of Research & Head of Technology ResearchJohn Deysher - Portifolio Manager Operator Good morning, and welcome to Coda Octopus Group's Second Quarter Fiscal twenty twenty five Earnings Conference Call. My na ...

Financial Data and Key Metrics Changes - In Q2 2025, total revenue increased by 31.8% to $7 million from $5.3 million in Q2 2024 [36] - Operating income decreased by 19.5% to $1.1 million compared to $1.4 million in Q2 2024 [40] - Gross profit increased to $4.5 million, but gross margin decreased to 64.1% from 70.2% in the prior year [37][41] - Net income after tax was $900,000 or $0.08 per diluted share, down from $1.4 million or $0.13 per diluted share in Q2 2024 [41] Business Line Data and Key Metrics Changes - The marine technology business generated $3.9 million in revenue, a 10% increase from $3.5 million in Q2 2024 [36] - The marine engineering business saw a revenue increase of 2.3% to $1.84 million [36] - The newly acquired Precision Acoustics Limited contributed 18.5% to consolidated revenue and 13.4% to operating income [17][36] Market Data and Key Metrics Changes - Hardware sales to Asia rose by approximately 105%, reaching $2.2 million compared to $1.1 million in Q2 2024 [14] - The marine technology business accounted for 55.3% of total consolidated revenue in Q2 2025 [6] Company Strategy and Development Direction - The company is focusing on increasing market share in underwater imaging sensors, particularly in the defense sector [9] - The launch of the NanoGen series is aimed at addressing smaller underwater vehicles and enhancing market opportunities [11][24] - The company is pursuing a multi-year, multi-sales model for its marine technology business [47] Management's Comments on Operating Environment and Future Outlook - Management noted a challenging global policy environment but expressed optimism about increasing inquiries and rental utilization [5][15] - The company is focused on executing its growth strategy and adapting to changes in the defense market [46] Other Important Information - The company is under contract for five development programs related to the DAVID system, which integrates with existing diving equipment [55][58] - The company has paused its M&A strategy until the global policy environment stabilizes [47] Q&A Session Summary Question: What led to the stronger than expected second quarter demand from Marine Products? - Management noted strong inquiries around Echoscope technology, particularly from Asia, and a pickup in DAVID program sales [50] Question: What is the expected timing for the new NanoGen release? - The NanoGen series is on the cusp of release, with trials expected to conclude by the end of June [52] Question: Can you provide a range of sizes for the development programs? - The five programs primarily focus on integrating the DAVID system with existing underwater breathing apparatus equipment [55] Question: What progress is CODA making in securing design wins for next-generation underwater vehicles? - Management indicated ongoing evaluations and integration of Echoscope technology into various defense programs [60] Question: Should gross margin percentages be modeled for the back half of the year? - Management expects gross margins to improve in the second half of the year, returning to typical levels [70] Question: What revenue contribution might the delivery of 16 DAVID untethered systems generate? - The expected revenue from delivering 16 units is around $800,000 [78]

It took 11 years since Facebook acquired it for $19 billion, but Meta is finally bringing ads to WhatsApp, marking a major change for an app whose founders shunned advertising.Meta announced Monday that businesses will now be able to run so-called status ads on WhatsApp that prompt users to interact with the advertisers via the app's messaging features. The ads will only be shown to users within WhatsApp's "Updates" tab to separate the promotions from people's personal conversations. Additionally, Meta will ...

Core Insights - The North America Car Air Freshener Market is projected to grow from USD 0.98 Billion in 2024 to USD 1.32 Billion by 2030, with a CAGR of 5.05% driven by increasing vehicle ownership and consumer preferences for enhanced in-car experiences [1][3]. Market Drivers - The growth in vehicle ownership in North America is a significant factor driving demand for car air fresheners, with over 284 million registered vehicles in the U.S. as of 2023 [3]. - Urbanization and rising disposable incomes are contributing to the increased consumption of air fresheners, as consumers seek comfort and freshness in their vehicles [3]. Market Challenges - Strict government regulations on the chemical composition of car air fresheners pose challenges, requiring manufacturers to reformulate products and comply with safety standards, which can increase costs and delay innovation [4][5]. Market Trends - There is a notable consumer shift towards natural and organic car air fresheners, with approximately 45% preferring products made with essential oils and plant-based ingredients [6]. - Sustainability is becoming a key focus, with around 50% of consumers willing to pay more for eco-friendly packaging, prompting brands to adopt biodegradable and recyclable materials [7]. - The demand for premium and luxury air fresheners is rising, with consumers looking for enhanced fragrance longevity and personalization options [8]. Key Players - Major companies in the North America Car Air Freshener Market include Procter & Gamble, Eikosha, Balev Corporation, and Flower Manufacturing, among others [12]. Report Scope - The report covers various product types, forms, and sales channels within the North America Car Air Freshener Market, providing a comprehensive overview of the industry [10][11][13].

Delray Beach, FL, June 12, 2025 (GLOBE NEWSWIRE) -- The A2P Messaging Market is projected to grow from USD 73.1 billion in 2024 to USD 84.8 billion by 2029, registering a CAGR of 3.0% during the forecast period, according to new research report by MarketsandMarkets™ Browse in-depth TOC on "A2P Messaging Market" 261 - Tables 48 - Figures 224 - Pages Download Report Brochure @ https://www.marketsandmarkets.com/pdfdownloadNew.asp?id=44 A2P Messaging Market Dynamics Drivers Rapid technological advancementsGrow ...

Shake Shack (SHAK) FY Conference June 11, 2025 02:15 PM ET Speaker0 Hi, everyone. Thanks for participating in Oppenheimer's twenty fifth Annual Consumer Conference. I'm Mike Tamas, and I cover Shake Shack here at Oppenheimer. Know, Shake Shack's been one of our top picks in 2025, and we remain excited about management's new strategies to stimulate same store sales, enhance margins, and accelerate unit growth. We're gonna dig into all those topics and much more with Katie Fogarty, Shake Shack's CFO. She join ...

Nano-X Imaging (NNOX) Conference June 11, 2025 01:45 PM ET Speaker0 Welcome to submit questions using the Zoom Q and A interface at the bottom of your screen. After the presentation, we'll open to your questions. And with that, Ron, I'll turn it over to you. Speaker1 You, Alex, and good afternoon for everyone. Before we'll get started, I would like to remind everyone that I'll be making statements during this presentation that may be deemed forward looking statements regarding our activities, commercializat ...

MELBOURNE, Australia and INDIANAPOLIS, June 11, 2025 (GLOBE NEWSWIRE) -- Telix Pharmaceuticals Limited (ASX: TLX, NASDAQ: TLX, “Telix”, “the Company”) today announces that its next-generation PSMA-PET imaging1 agent for prostate cancer, Gozellix® (kit for the preparation of gallium-68 (68Ga) gozetotide injection), is now commercially available nationally in the United States (U.S.). Gozellix is available through Telix’s comprehensive network of distribution partners, Cardinal Health, Inc., PharmaLogic Holdi ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 来自 moneydj 。 继CoWoS之后，台积电「以方代圆」的CoPoS封装技术，成为市场最焦点。业界最新实验传出，台 积电预计于2026年设立首条CoPoS线，并将落脚引入采钰，而真正的大规模量产厂也已敲定将落脚在 嘉义AP7，目标2028年底至2029年之间实现大规模量产，首家客户将由英伟达拔得头筹。 台积电的CoPoS是一种类似「形状」的CoWoS-L或CoWoS-R技术变形概念，尺寸规格为310x310毫 米，初步于传统圆形，在主轴可利用空间加大下，可增加增量并有效降低成本。据悉，未来CoPoS封 装的方向，主要锁定AI等高级应用，其中采用CoWoS-R制程的将锁定博通，而CoWoS-L则目标服务 英伟达及AMD。 今年1月份，台媒报道称，台积电将在采钰建置首条CoPoS实验线，主要看准相关公司在光学领域的 能力，未来有望进一步整合硅光、CPO等技术趋势。不过这只是研究院研究所采用的实验线，真正的 量产厂会在嘉义AP7。 目前，台积电嘉义AP7共规划八个阶段，其中P2、P3厂将优先补充SoIC，而P1部分，苹果「专厂专 用」的WMCM（多芯 ...

Lantheus (LNTH) FY Conference June 10, 2025 02:40 PM ET Speaker0 Following session is not open to the press. Okay. Speaker1 Good afternoon, everyone. I'm Paul Choi, and I cover the biotechnology sector here at the firm at Goldman Sachs. It's my pleasure to welcome Lampius. Joining me on stage to my immediate left is Brian Markinson, CEO, and Bob Marshall to my far left. What I'll do is turn it over to Brian maybe for some introductory or overview comments and then we'll get into Q and A after that. Speaker0 ...