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Hubbell: Benefiting From Data Center And Grid Upgrade; Initiate With 'Buy'
Seeking Alpha· 2025-07-09 16:44
Hubbell (NYSE: HUBB ) offers utility and electrical solutions to the overall utility market, including smart meters, communications systems, electrical transmission, light industrial, and wireless communications. I believe the company will benefit from some megatrends, including electrification, grid upgrades, and data center expansions. I amAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...
AXT (AXTI) Earnings Call Presentation
2025-07-03 14:23
Company Overview - AXT was founded in 1986 and had its IPO in 1998[4] - The company operates in three locations in China: Beijing, Kazuo, and Dingxing[4] Products and Markets - Indium Phosphide (InP) is a growth engine, with expanding applications and a long product life cycle[6] - Gallium Arsenide (GaAs) has a long product life cycle with new applications, and AXT supplied first 8-inch GaAs wafers in April 2021[14] - Germanium (Ge) is primarily used in satellite solar cells, and the satellite solar cell market is increasing[22, 25] Financial Performance - In 2023, AXT's revenue was $75.8 million[29] - In 2022, AXT's revenue was $141.1 million[29] - In 2023, the Non-GAAP Gross Margin was 18.1%[29] - In 2023, the Non-GAAP Net Profit/(Loss) was ($14.3) million[29] Tongmei STAR Market Listing - AXT currently owns approximately 85.5% of Tongmei[31] - If the IPO is approved, AXT would own approximately 77% of Tongmei, selling an additional 10%[31]
VNET(VNET) - 2025 Q1 - Earnings Call Transcript
2025-05-28 13:02
VNET Group (VNET) Q1 2025 Earnings Call May 28, 2025 08:00 AM ET Company Participants Xinyuan Liu - GM, Board Secretary and Head - Investor Relations & ESGJu Ma - Rotating President and GM - AIDC Strategic Business GroupQiyu Wang - Chief Financial OfficerEdison Lee - Head - HK/China Tech, Telecom & Software Research Conference Call Participants Yue Tang - AnalystDaley Li - Vice President, Equity Research Analyst - China Software & Semis SectorLouis Tsang - AnalystXinyi Wang - Equity Research Analyst - Great ...
Data Center Expert Jonathan Martone Retained by SolarBank Corporation to Power Strategic Expansion
Prnewswire· 2025-04-09 12:30
TORONTO, April 9, 2025 /PRNewswire/ - SolarBank Corporation (NASDAQ: SUUN) (Cboe CA: SUNN) (FSE: GY2) ("SolarBank" or the "Company") is pleased to announce that it has retained Martone Advisors LLC and its principal, Jonathan Martone, as an advisor to the Company on its previously disclosed planned expansion into the data center market. Mr. Martone has held various leadership roles in the data center and telecommunications industries for over 25 years. Throughout his career, Martone has been instrumental in ...
Iris Energy (IREN) - 2025 Q2 - Earnings Call Transcript
2025-02-12 23:00
IREN (IREN) Q2 2025 Earnings Call February 12, 2025 05:00 PM ET Company Participants Lincoln Tan - Director of Investor RelationsDaniel Roberts - Co-Founder, Co-CEO & DirectorBelinda Nucifora - Chief Financial OfficerJoseph Vafi - Managing Director, Equity ResearchKent Draper - Chief Commercial OfficerGregory Lewis - Managing DirectorBrett Knoblauch - Managing DirectorStephen Glagola - Director - Equity Research Conference Call Participants Darren Aftahi - Senior Research Analyst-Internet, Media and Enablin ...