KinderCare Learning Companies, Inc. (NYSE:KLC) Q4 2024 Results Earnings Conference Call March 20, 2025 5:00 PM ET Company Participants Olivia Kirrer - Vice President, Growth Finance and M&A Paul Thompson - Chief Executive Officer Tony Amandi - Chief Financial Officer Conference Call Participants Andrew Steinerman - J.P. Morgan Toni Kaplan - Morgan Stanley Ronan Kennedy - Barclays George Tong - Goldman Sachs Jeff Silber - BMO Faiza Alwy - Deutsche Bank Jeffrey Meuler - Baird Joshua Chan - UBS Operator Welcom ...

以下文章来源于出海潜望 ，作者周月明 出海潜望 . 挖掘出海故事，助力企业全球化。来吧！一起去全世界逐浪 出品｜虎嗅商业消费组 作者｜周月明 编辑｜苗正卿 题图｜视觉中国 在经历前几年的裁员、亏损风波后，东南亚电商平台Shopee在2024年松了口气。 一场海外电商激烈的攻防战，正在展开。 日前，被称为"东南亚小腾讯"的Sea发布了2024年第四季度和全年财务业绩。其中，电商业务Shopee的业绩备受关注。 据财报显示，第四季度Shopee营收共37亿美元，同比增长41.3%，占Sea总营收（ 50亿美元 ）的74%。 2024年全年，Shopee GMV首次突破1000亿美元，同比增长28%，全年订单量超100亿，在亚洲和巴西都实现了盈利。Shopee2024年营收124亿美元， 占Sea总营收（ 168亿美元 ）的74%。 Sea 董事长兼首席执行官Forrest Li表示，"这是我们连续第二年实现年度正利润，电商、数字娱乐以及数字金融三项业务增长均超出了我们的预期。" 不过，据知情人士告诉虎嗅： Shopee在东南亚的市场份额已从2018年的40%降至目前的30%左右，TikTok电商在东南亚份额约15 ...

Enovis Corporation (NYSE:ENOV) Q4 2024 Results Conference Call February 26, 2025 8:30 AM ET Company Participants Kyle Rose - Vice President of Investor Relations Matt Trerotola - CEO & Chairman Ben Berry - Senior VP & CFO Conference Call Participants Vic Chopra - Wells Fargo Vijay Kumar - Evercore ISI Robbie Marcus - JPMorgan Jeff Johnson - Baird Brandon Vazquez - William Blair Danielle Antalffy - UBS Mike Matson - Needham & Company Caitlin Cronin - Canaccord Jason Wittes - ROTH Operator Good day, and welco ...

Financial Data and Key Metrics Changes - The company reported a growth in book value per share of almost 20% and over 24% when including dividends [11] - The combined ratio for Q4 was 77.8% and for the full year was just under 80% [19][29] - Record net income of $135.2 million for the full year, up almost 15% from the prior year [35] - Core operating income reached a record $40.9 million in Q4 and $144.8 million for the full year [36][40] - Total assets increased by almost 11% to over $2 billion [37] - Total equity increased by 21.1% to over $650 million [38] Business Line Data and Key Metrics Changes - Gross premiums in the short tail segment were up marginally in Q4 and up just shy of 3% for the full year [30] - The reinsurance segment saw gross premiums up more than 36% for the full year [32] - The long tail segment experienced a contraction of about 1.5% points in Q4 and almost 10 points for the full year [33] Market Data and Key Metrics Changes - The company entered new markets, notably the U.S., and expanded its underwriting portfolio significantly [14][23] - The U.S. market remains a key growth area, with gross premiums of just over $120 million written in 2024 [55][56] - The European market dynamics are relationship-driven, requiring longer penetration times [56] Company Strategy and Development Direction - The company aims to maintain a disciplined approach to underwriting, focusing on bottom-line profitability [28][72] - There is a commitment to finding new business opportunities while adhering to risk appetites [70][72] - The company has established a presence at Lloyd's in London to enhance marketing activities [25] Management's Comments on Operating Environment and Future Outlook - Management noted a challenging start to 2025 with elevated loss activity, particularly in short tail and reinsurance lines [46] - There are signs of rate stabilization in some long tail lines, although the overall environment remains competitive [46][47] - The company is confident in its ability to navigate market challenges and continue delivering value to shareholders [60][62] Other Important Information - The company repurchased more than 220,000 common shares in Q4, with approximately 2.3 million shares remaining under the repurchase authorization [39] - The company has maintained a strong cultural integrity despite rapid growth [15] Q&A Session Summary Question: Thoughts on competitive environment and growth opportunities - Management emphasized the importance of maintaining discipline and risk appetite while seeking growth opportunities [68][70] Question: Impact of California wildfire losses on growth appetite - Management stated it is too early to determine the long-term impact on reinsurance pricing but remains open to opportunities if conditions improve [76][78] Question: Core loss ratio performance compared to peers - Management attributed better performance to disciplined underwriting and a focus on bottom-line profitability [87][90] Question: Pricing environment in various markets - Management noted that while competition is increasing, there are still areas with rate adequacy, particularly in construction and engineering [101][102]

Jumia Technologies AG (NYSE:JMIA) Q4 2024 Results Conference Call February 20, 2025 8:30 AM ET Company Participants Ignatius Njoku - Head of IR Francis Dufay - CEO Antoine Maillet-Mezeray - EVP, Finance & Operations Conference Call Participants Brad Erickson - RBC Capital Markets Operator Good morning, ladies and gentlemen. Thank you for standing by. Welcome to Jumia's Results Conference Call for the Fourth Quarter of 2024. [Operator Instructions] I would now like to turn the call over to Ignatius Njoku, He ...

Truist Financial (TFC) Conference February 11, 2025 01:00 PM ET Company Participants Mike Maguire - CFO Operator Energy levels are back up because we have Mike McGuire from Truist, CFO on stage. How are you? Mike Maguire I'm great. Thank you so much for having us. Operator Absolutely. So before we talk about how the bank is doing, I just would like to discuss some of the management changes that were announced at the beginning of the year with Beau coming stepping down and you and First and Lesh are splittin ...

安迈在争议解决领域保持领先地位。 本文为IPO早知道原创 作者｜罗宾 微信公众号｜ipozaozhidao 据IPO早知道消息，2月11日，全球领先的企业咨询服务公司安迈企业咨询（Alvarez & Marsal，下 称"安迈"）宣布，任命Jon Nicklin为北亚区法证咨询服务高级董事。这一任命彰显了安迈持续推进 国际业务增长战略，深化北亚市场布局的长期承诺。 Nicklin是一位业界公认的思维清晰、结果导向的法证专家，曾担任多个标的额达数百万美元的重大 争议案件的的专家证人，包括在国际投资争端解决中心（ICSID）仲裁案件中提供专家证词。他近期 在香港国际仲裁中心（HKIAC）、新加坡国际仲裁中心（SIAC）和中国国际经济贸易仲裁委员会 （CIETAC）的框架下，协助中国客户处理多项复杂且高风险的争议，展现了非凡的专业实力。 安迈董事总经理兼法证咨询服务亚洲联席主管Henry Chambers表示："在地缘政治和跨境争议愈加 复杂的背景下，安迈致力于为客户交付最高标准的成果。Jon深厚的区域市场认知与争议解决实战经 验，完美契合了我们在北亚法证咨询服务的领导地位及目标。有了Jon的加入，我们对实现这一发 ...