Nordson Corporation (NASDAQ:NDSN) Q3 2025 Earnings Conference Call August 21, 2025 8:30 AM ET Company Participants Daniel R. Hopgood - Executive VP & CFO Lara L. Mahoney - Vice President of Investor Relations & Corporate Communications Sundaram Nagarajan - President, CEO & Director Conference Call Participants Bradley Thomas Hewitt - Wolfe Research, LLC Edward James Magi - BNP Paribas Exane, Research Division Jeffrey David Hammond - KeyBanc Capital Markets Inc., Research Division Michael J. Pesendorfer - Ro ...

Group 1 - The Metals Company held its Q2 2025 earnings conference call on August 14, 2025, featuring key participants including the CFO and CEO [1][2]. - The CFO, Craig Shesky, indicated that the call would include forward-looking statements based on management's beliefs and assumptions, which are subject to various risks and uncertainties [3][4]. - The company emphasized that actual results may differ materially from anticipated outcomes and noted that they do not undertake any obligation to update forward-looking statements unless required by law [4]. Group 2 - The conference call was structured to provide a corporate update, with the CEO, Gerard Barron, taking over to present further insights after the CFO's introduction [5].

Core Viewpoint - SuperCom Ltd. is conducting its Q2 2025 earnings conference call, highlighting its financial results and corporate updates for the quarter [1]. Group 1: Company Leadership - Ordan Trabelsi, the President and CEO of SuperCom, is leading the conference call [2]. Group 2: Financial Reporting - The conference call includes discussions on EBITDA, a non-GAAP financial measure that SuperCom believes is useful for evaluating its performance [4]. - Participants are reminded that the information shared is time-sensitive and accurate only as of August 14, 2025 [5].

Financial Data and Key Metrics Changes - Total revenues for Q2 2025 were $9 million, up from $7.8 million in Q2 2024, driven by a 5% increase in unit sale price and a 9.5% increase in sales volume of Ameluz [15][16] - Total operating expenses increased to $14.1 million in Q2 2025 from $12.9 million in Q2 2024, with a net loss of $5.3 million compared to a net loss of $0.3 million in the prior year quarter [18][19] - Adjusted EBITDA for Q2 2025 was negative $5.1 million, compared to negative $4.7 million in Q2 2024, reflecting higher selling, general, and administrative costs [18][19] Business Line Data and Key Metrics Changes - The company sold more than 50,000 tubes of Ameluz in the first half of 2025, with 40 ROGOLET XL lamps placed in physician offices during the year [5][6] - Cost of revenues decreased by $1.7 million or about 42% compared to Q2 2024, primarily due to a reduced transfer price for Ameluz [17][20] - Sales volume of Ameluz increased due to improvements in direct sales team efficiency [15][19] Market Data and Key Metrics Changes - The company is in the process of transferring all U.S. IP, FDA approvals, and contracts with third-party manufacturers, which is expected to enhance operational control [7][8] - CMS has officially listed Ameluz for reimbursement for up to three tubes per treatment, which is expected to significantly impact treatment options for actinic keratosis [10] Company Strategy and Development Direction - The company has restructured its relationship with Biofrontera AG, becoming completely independent, which includes a shift to a royalty model that will reduce costs and improve financial flexibility [6][9] - Future plans include expanding the label for Ameluz to treat actinic keratosis on larger body areas and superficial basal cell carcinoma, with ongoing clinical trials [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the strong results and the potential for Ameluz to treat acne vulgaris, with ongoing clinical trials showing promise [13][14] - The company is focused on improving operational efficiency and reducing costs through better control of manufacturing processes [22][23] Other Important Information - The company raised $11 million to support the restructuring and expansion of its operations, which is reflected in its balance sheet [23] - As of June 30, 2025, cash and cash equivalents were $7.2 million, an increase from $6 million at the end of 2024, indicating improved financial health [22] Q&A Session Summary Question: How many of each lamp were placed in Q2 2025? - 40 XL lamps were placed in 2025 [28] Question: When do you think you'll receive the $2,500,000? - Expected in Q3 2025 [31] Question: Is the data timing still as previously reported for acne and peripheral AK? - Yes, both are expected in Q4 2025 [32] Question: How do you see gross margins unfolding over the next couple of quarters? - Gross margins are expected to improve due to the new agreement with Biofrontera AG [41][43] Question: What is the timing for the FDA submission for superficial basal cell carcinoma? - The submission is being prepared and is expected in the second half of the year [49]

This presentation also contains combined revenue and combined Adjusted EBITDA Margin which are non-GAAP financial measures. The presentation of the combined financial information of Acuren and NV5 for the periods presented is not in accordance with GAAP or Article 11 of Regulation S-X. The combined financial information consists of the mathematical addition of selected financial data of Acuren and NV5 for the period presented and does not reflect the results of the combined company had the merger occurred a ...

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]

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].

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 ...