Churchill Downs (CHDN) Q2 2025 Earnings Call July 24, 2025 09:00 AM ET Company ParticipantsSam Ullrich - VP - IRWilliam Carstanjen - CEO & DirectorMarcia Dall - Chief Financial OfficerBarry Jonas - Managing DirectorDavid Katz - Managing DirectorDaniel Politzer - Executive Director, Equity Research - Gaming and LodgingBrandt Montour - Director - Equity ResearchJeffrey Stantial - Managing Director - Gaming & LeisureConference Call ParticipantsChad Beynon - Managing Director, AnalystDaniel Guglielmo - Equity R ...

Churchill Downs (CHDN) Q2 2025 Earnings Call July 24, 2025 09:00 AM ET Speaker0Day, ladies and gentlemen, and welcome to the Churchill Downs Incorporated twenty twenty five Second Quarter Earnings Conference Call. At this time, all participants are in a listen only mode. Later, we will conduct a question and answer session and instructions will be given at that time. We ask all question and answer participants to please limit themselves to one question. As a reminder, this conference call is being recorded. ...

Key focus areas for the upcoming earnings call in Aug 19th (8:30-9:30 AM HKT and 8:30-9:30 AM EST) Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, ...

QuantumScape (QS) Q2 2025 Earnings Call July 23, 2025 05:00 PM ET Speaker0Good day, and welcome to QuantumScape's Second Quarter twenty twenty five Earnings Conference Call. Dan Conway, QuantumScape's Principal Analyst, Investor Relations, you may begin your conference.Speaker1Thank you, operator. Good afternoon, and thank you to everyone for joining QuantumScape's second quarter twenty twenty five earnings call. To supplement today's discussion, please go to our IR website at ir.quantumscape.com to view ou ...

Champions Oncology (CSBR) Q4 2025 Earnings Call July 23, 2025 04:30 PM ET Speaker0note this conference is being recorded.Will now turn the conference over to your host, Ronnie Morris, Chief Executive Officer. You may begin.Speaker1Good afternoon. I am Ronnie Morris, CEO of Champion Oncology. Joining me today is David Miller, our Chief Financial Officer. Thank you for joining us for our quarterly earnings call. Before I begin, I will remind you we will be making forward looking statements during today's call ...

Strategic Partnership Strengthens Reborn’s Presence in the Caucasus Region and Aligns with Growing Regional Business Confidence BREA, Calif., July 22, 2025 (GLOBE NEWSWIRE) -- Reborn Coffee Inc. (Nasdaq: REBN), a leader in the specialty coffee market, today announced it has signed a strategic licensing agreement with The Arjomand Group and IG International, officially marking Reborn’s expansion into the Republics of Georgia and Armenia. The agreement grants IG International exclusive rights to develop and o ...

Core Insights - Ericsson reported mixed second-quarter 2025 results, with adjusted earnings exceeding estimates while revenues fell short due to regional weaknesses [1][3][10] Financial Performance - Net income for Ericsson was SEK 4.6 billion ($476 million), a significant recovery from a loss of SEK 11 billion in the prior-year quarter, with adjusted earnings beating the Zacks Consensus Estimate [2][10] - Total revenues amounted to SEK 56.1 billion ($5.8 billion), down 6% year over year, and missed the Zacks Consensus Estimate of $5.94 billion, although organic sales improved by 2% [3][10] Segment Results - The Networks segment generated SEK 35.7 billion ($3.67 billion), a 5% decline from the previous year, missing revenue estimates of SEK 42 billion, but gross margin improved to 49.5% from 46.1% [4] - Cloud Software and Services revenues decreased by 5% year over year to SEK 14.4 billion ($1.49 billion), slightly below estimates, while gross margin improved to 43.2% from 37.2% [5] - The Enterprise segment reported SEK 5.5 billion ($569 million), down 14% from the prior year, but net sales exceeded estimates [6] Regional Performance - South-East Asia, Oceania, and India revenues fell to SEK 5.5 billion ($569 million) from SEK 7.7 billion, while North East Asia saw a 17% decline to SEK 3.8 billion ($393 million) [7] - Revenues from the Americas remained stable at SEK 19.8 billion ($2.04 billion), and Europe, Middle East, and Africa experienced a 6% decline to SEK 16.2 billion ($1.67 billion) [8] Other Financial Metrics - Gross income, excluding restructuring charges, improved to SEK 27 billion ($2.79 billion) from SEK 26.3 billion, with a gross margin of 48% compared to 43.9% in the previous year [11] - Cash generated from operating activities was SEK 4.2 billion ($434 million), with net cash of SEK 36.04 billion ($3.8 billion) as of June 30, 2025 [12] Outlook - For Q3 2025, revenues from Networks and Cloud Software and Services are expected to align with historical seasonality, with gross margin in the Networks segment projected between 48-50% [13]

Core Insights - Quantum Corporation (QMCO) has launched two new high-capacity models in its DXi T-Series data protection line, the DXi T-10-240 and DXi T-10-480, which are the first 1U high-performance deduplication appliances offering up to 480 TB of raw NVMe capacity [1][9] Product Features - The new models provide faster backups, ultra-rapid data recovery, and significant reductions in rack space usage, power consumption, and management complexity, enabling organizations to protect more data using less physical space [2] - The DXi T-10-240 and T-10-480 utilize high-speed NVMe flash and Quantum's inline deduplication technology, achieving data reduction ratios of up to 70:1, making them effective for ransomware protection and DevOps workflows [3] - These models are designed to scale with growing data needs without causing disruptions, featuring a pay-as-you-grow licensing model that allows customers to activate only the capacity they need initially and expand in increments of 15 TB or 30 TB [4] Integration and Ecosystem - The new DXi T-Series models integrate seamlessly with Quantum's broader data protection ecosystem, acting as a high-speed landing zone for daily backups and virtual machine recovery, with options for replication or tiering to larger systems [5] - Long-term backups can be securely stored in Quantum's ActiveScale object storage or Scalar tape libraries, providing immutability and cloud-scale durability within a unified environment [5] Market Performance - Quantum has quadrupled the usable capacity of its T-Series in the same compact 1U form factor while maintaining affordability and flexibility through its software-based capacity activation [6] - QMCO currently holds a Zacks Rank 3 (Hold), with shares increasing by 4.6% over the past year, contrasting with a 16.8% decline in the Computer-Storage Devices industry [7]

10 July 2025 China Pharma and Biotech China Pharma & Biotech: recent rally, multiple expansions, and where we still see opportunities Rebecca Liang, Ph.D. +852 2123 2656 rebecca.liang@bernsteinsg.com Haopeng Zhou +852 2123 2630 haopeng.zhou@bernsteinsg.com William Pickering, MD +1 917 344 8340 william.pickering@bernsteinsg.com Louisa Qiu +1 917 344 8495 louisa.qiu@bernsteinsg.com Will the pharma / biotech rally go on? China healthcare is having the strongest rally since mid-2023. Hang Sang Biotech and MSCI ...

Think of this as a game of regulatory limbo where you stay below the line of what an acquisition is.It’s a licensing deal.It’s only 49%.It’s a dividend.It’s all the personnel, but temporarily.And so on. You see the line, and you stay on the right side of the line. https://t.co/KeuBHKWdSvAntoun Nabhan (@AntounNabhan):@balajis You mean “license” the assets. Outright asset acquisition is a typical M&A. ...