Core Insights - Carnival Corporation & plc reported strong financial results for Q4 and full year 2025, exceeding guidance due to robust demand and effective cost management [1][3][6] - The company reinstated its dividend, reflecting confidence in its long-term performance and financial stability [3][14] Financial Performance - Full year net income reached $2.8 billion, with adjusted net income at a record $3.1 billion, up over 60% from the previous year [6][7] - Record revenues of $26.6 billion were achieved, driven by record net yields in constant currency [6][7] - Operating income for the year was $4.5 billion, a 25% increase compared to the prior year [6] - Adjusted EBITDA for the year was $7.2 billion, exceeding the previous year by over $1 billion [6] Cost Management - Cruise costs per available lower berth day (ALBD) increased by 2.2% compared to 2024, while adjusted cruise costs excluding fuel per ALBD rose by only 0.5%, outperforming guidance [5][6] - Fuel consumption per ALBD decreased by 5.6% due to ongoing efforts to reduce fuel usage [12] Booking Trends - The company reported record booking volumes for 2026 and 2027, with strong demand continuing from Black Friday through Cyber Monday [10] - Approximately two-thirds of occupancy for the upcoming year is already booked at historical high prices in constant currency [9][10] 2026 Outlook - For 2026, the company expects adjusted net income to reach $3.5 billion, surpassing 2025 levels [6][11] - The first quarter of 2026 is projected to see net yields increase by approximately 5.1% year-over-year [24] Corporate Structure Changes - Carnival Corporation proposed unifying its dual-listed framework into a single company listed solely on the New York Stock Exchange, which is expected to streamline governance and enhance shareholder value [19][20] - The company plans to shift its legal incorporation from Panama to Bermuda, aligning with international financial standards [19] Recent Developments - The company successfully completed a $19 billion refinancing plan, improving its net debt to adjusted EBITDA ratio to 3.4x, recognized as investment grade by Fitch [11][15] - Record customer deposits of $7.2 billion were reported, surpassing the previous fourth quarter record [12]

Financial Performance - Scholastic achieved a 13% growth in adjusted EBITDA during the second quarter of fiscal year 2026[5] - Revenue increased by 1% to $551.1 million in Fiscal 2026 Q2, compared to $544.6 million in Fiscal 2025 Q2[9] - Operating income increased by 11% to $82.9 million in Fiscal 2026 Q2, compared to $74.7 million in Fiscal 2025 Q2[9] - Diluted earnings per share increased by 27% to $2.17 in Fiscal 2026 Q2, compared to $1.71 in Fiscal 2025 Q2[9] - Adjusted EBITDA reached $122.5 million in Fiscal 2026 Q2, compared to $108.7 million in Fiscal 2025 Q2[9] Segment Performance - Children's Book Publishing and Distribution revenue increased by 4% to $380.9 million, with operating income up 7% to $108.8 million[10] - Education Solutions revenue decreased by 13% to $62.2 million[10] - International revenue increased by 3% to $89.5 million, with operating income up 80% to $12.8 million[10] Strategic Initiatives and Capital Allocation - The company unlocked over $400 million through sale-leaseback transactions to advance capital allocation priorities[5, 6] - Nearly $500 million was returned to shareholders, reducing share count by approximately 25%[6] Fiscal Year 2026 Outlook - The company affirmed its adjusted EBITDA outlook of $146 to $156 million, including a $14 million partial-year impact from sale-leasebacks[12] - Free cash flow is expected to exceed $430 million, reflecting sale-leaseback net proceeds[12]

Core Viewpoint - Uxin Limited reported strong financial results for the quarter ended September 30, 2025, with significant year-over-year growth in retail transaction volume and revenue, indicating a robust recovery and scalability of its business model in the used car retail sector in China [1][4][5]. Financial Performance - Non-GAAP adjusted EBITDA loss was RMB5.3 million (US$0.7 million), an improvement from a loss of RMB16.5 million in the previous quarter and a loss of RMB9.2 million in the same period last year [3][17]. - Total revenue reached RMB879 million (US$123.5 million), up 33.6% from RMB658.3 million in the last quarter and up 76.8% from RMB497.2 million in the same period last year [6][7]. - Retail revenue was RMB819 million (US$115 million), representing an 84% year-over-year growth and a 35% quarter-over-quarter growth [4][8]. - Gross margin improved to 7.5%, the highest in nearly three years, compared to 5.2% in the last quarter and 7.0% in the same period last year [11][14]. Transaction Volume - Retail transaction volume was 14,020 units, up 134% year-over-year and 35% from the previous quarter [4][6]. - Total transaction volume was 15,904 units, an increase of 37% from the last quarter and 125.7% from the same period last year [6]. Superstore Expansion - Uxin opened its fifth superstore in Jinan, Shandong Province, which can display over 1,000 vehicles, further enhancing its market presence in Northern China [20]. - The company has plans for additional superstores in 2026, indicating a strong pipeline for future growth [4][19]. Strategic Partnerships - Uxin entered into strategic partnerships for new superstores in Tianjin, Yinchuan, and Guangzhou, which are expected to enhance its supply chain and service network across northern China [21][22][23]. Business Outlook - For the fourth quarter of 2025, Uxin projects retail transaction volume to exceed 18,500 units, representing over 110% year-over-year growth [4][25]. - The company estimates total revenues for the full year 2025 to exceed RMB3,200 million, reflecting continued strong performance [25].

Company Overview - MillerKnoll's FY25 revenue reached $3.7 billion[10] - The company has a global presence with dealers in over 110 countries[10] - MillerKnoll operates through three segments: North America Contract (54%), Global Retail (28%), and International Contract (18%)[11] Financial Performance - FY25 Adjusted Earnings Per Share was $1.95[44] - FY25 Adjusted EBITDA was $360 million[44] - FY25 Free Cash Flow was $102 million[47] Recent Quarterly Trends (Q2 FY26) - Net sales were $955.2 million, a decrease of 1.6% from the prior year[56, 57] - Orders increased 5.5% from the prior year[57] - Adjusted Earnings Per Share was $0.43[57] Q3 FY26 Guidance - Revenue is projected to be between $923 million and $963 million[63] - Gross Margin % is expected to be between 37.9% and 38.9%[63] - Adjusted Earnings Per Share, Diluted is guided to be $0.42 to $0.48[63] Debt and Liquidity - Cash balance as of Q2 FY26 is $180 million[50] - Long-term debt as of Q2 FY26 is $1.321 billion[50] - Net Debt to EBITDA Ratio is 2.87x[50]

Financial Performance - Q1 FY26 - Net revenue reached $8305 million, a 19% increase year-over-year[6] - U S GAAP operating income was $283 million, compared to $197 million in the previous year[6] - Core operating income (non-GAAP) amounted to $454 million, up from $347 million[6] - Core diluted earnings per share (non-GAAP) were $2 85, an increase from $2 00[6] Cash Flow Highlights - Q1 FY26 - Net cash provided by operating activities was $323 million[10] - Adjusted free cash flow (non-GAAP) reached $272 million[10] - Core EBITDA (non-GAAP) totaled $600 million[10] - Share repurchases amounted to $300 million[10] FY26 Outlook - The company anticipates net revenue of $32 4 billion and a core operating margin of 5 7%[26, 30] - Core EPS is projected to be $11 55, with free cash flow exceeding $1 3 billion[26, 30]

Core Points - The discussion involves Coinbase and includes forward-looking statements that may differ from actual results [2] - The conversation will reference non-GAAP financial measures, with reconciliations available on the company's Investor Relations website [2] Group 1 - The team from Coinbase requested a safe harbor statement to clarify potential confusion before the Q&A session [1] - Alesia's presence at the discussion was acknowledged, indicating her importance to the conversation [3]

Core Insights - Elanco held its 2025 Investor Day, discussing forward-looking statements and financial expectations [1] - The company emphasized that its remarks would focus on non-GAAP financial measures, excluding the Aqua business divested on July 9, 2024 [2] Financial Performance - The discussion included organic performance metrics, which do not account for the impact of the Aqua business [2]

Broadcom Inc. Company Overview December 2025 1Copyright © 2025 Broadcom. All Rights Reserved. The term "Broadcom" refers to Broadcom Inc. and/or its consolidated subsidia | Copyright © 2025 Broadcom. All Rights Reserved. The term "Broadcom" refers to Broadcom Inc. and/or its consolidated subsidia ries. ries. Safe Harbor Statement This presentation contains forward-looking statements (including within the meaning of Section 21E of the United States Securities Exchange Act of 1934, as amended, and Section 27A ...

Synopsys headquarters in Sunnyvale, Calif. (PRNewsfoto/Synopsys, Inc.) "The Synopsys team delivered a solid finish to a year that redefined our company as the leader in engineering solutions from silicon to systems," said Sassine Ghazi, president and CEO of Synopsys. "We enter fiscal year 2026 with an intense focus on driving sustainable growth and margin expansion through continued innovation and disciplined execution." "We finished the year with record revenue and strong backlog of $11.4 billion dollars, ...

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