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Kymera Therapeutics(KYMR) - 2025 FY - Earnings Call Presentation
2025-07-03 07:55
January 2025 Revolutionizing Immunology: Oral Drugs with Biologics-Like Efficacy Science-driven clinical stage organization with industry-leading oral immunology pipeline J.P. Morgan Healthcare Conference Nello Mainolfi, Ph.D., Founder, President and CEO Forward Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. These statements include, but are not limited to, implied and expr ...
用上iPhone芯片的苹果电脑即将到来,我希望12寸MacBook的灾难不会重演
3 6 Ke· 2025-07-03 07:53
手机芯片 搬进 Mac 什么是电脑? 这个开放问题,iPad Pro 是答案之一,它忙着把 M 处理器塞进 5mm 的谨慎,绽放出满满的「生产力」。 但如果 MacBook 反而用上了手机的 A 系列处理器……那还是电脑么? 库克这次不是要把 Mac 芯片偷到 iPad 上,而是要把 iPhone 芯片偷到 Mac 上 今天早些时候,MacRumors 发文确认:去年夏天,MacRumors 分析师 Aaron 就在 macOS 15 Sequoia 有关 Apple Intelligence 的后端代码中,发现了一台型 号标识符(model identifier)为「Mac17,1」的新设备。 根据 MacRumors 的说法:后续各种渠道分析和确证,最终认定这款标识符「Mac17,1」的新设备使用的处理器为 iPhone 16 Pro 上同规格的 A18 Pro 芯片, 而非 M 系列 Apple Silicon 处理器。 | 2 com_apple_MobileAsset_UAF_FM_GenerativeModels.xml | | --- | | 11 - 1 | | Macl6, 3 | | Ma ...
Caesars Entertainment(CZR) - 2019 Q1 - Earnings Call Presentation
2025-07-03 07:52
ENTERTAINMENT 1Q 2019 Earnings • May 1, 2019 CAESARS ENTERTAINMENT CORPORATION D Forward Looking Statements Certain information in this presentation and discussed on the conference call which this presentation accompanies constitutes forward-looking information within the meaning of the Private Securities Litigation Reform Act of 1995. You can identify these statements by the fact that they do not relate strictly to historical or current facts and by the use of words such as "will," "may," "expect," "projec ...
中集集团(000039) - 000039中集集团投资者关系管理信息20250703
2025-07-03 07:52
证券代码:000039、299901 证券简称:中集集团、中集 H 代 | 要得益于集装箱、物流服务、能化、空港等大多数板块的营收提 升,毛利率同比提升 1.92 个百分点至 12.10%,归母净利润同比 增长 550%至 5.44 亿,实现业绩与经营的双重提升。 | | --- | | 2、公司与海洋经济的关联?核心优势体现在哪些方面? | | 答:公司海工板块主要业务包括以 FPSO、FLNG 为主的油气装备制 造,以海上风电安装船为主的海上风电装备建造,以及滚装船等 特种船舶制造,符合海洋强国建设在深水、绿色、安全等高新技 术领域的方向。 | | 其中,旗下"蓝鲸 1 号/2 号"超深水钻井平台最大作业水深 3658 米、钻井深度 1.52 万米,彰显深海装备技术高度,同时也是国内 唯二获巴西国油 FPSO 总包资质的企业。2024 年,中集来福士揽 获 2 艘 FPSO 船体总包订单及 1 艘 FLNG(浮式液化天然气装置) | | 改装总包订单,标志着其在全球高端海工装备市场的竞争力进一 步提升,深海油气装备订单排产至 2027 年。同时,在深海新能源 领域,交付全球首个竹基复合材料海上光伏平台"集 ...
Caesars Entertainment(CZR) - 2019 Q2 - Earnings Call Presentation
2025-07-03 07:52
Financial Performance - Caesars Entertainment announced a merger with Eldorado Resorts on June 24, 2019, creating the largest owner and operator of U S gaming assets[5] - Net revenues increased by 4 9% year-over-year, but decreased by 1 2% excluding Centaur[6] - Adjusted EBITDAR increased by 1 3% year-over-year, but decreased by 5 1% excluding Centaur[6] - The adjusted EBITDAR margin was 28 4%[6] Regional Performance - Las Vegas net revenues increased by 1 0% year-over-year to $1 002 million[11] - Las Vegas adjusted EBITDAR increased by 1 6% year-over-year to $389 million, with a margin of 38 8%, up 20 bps[11] - Other U S net revenues increased by 8 4% year-over-year to $1 064 million[11] - Other U S adjusted EBITDAR increased by 4 7% year-over-year to $270 million, but the margin decreased by 90 bps to 25 4%[11] - "All Other" region reported a $28 million adjusted EBITDAR loss, a decrease of $10 million year-over-year[11] Las Vegas Strip Key Performance Indicators - Occupancy increased by 370 bps[9] - ADR (Average Daily Rate) increased by 2 2%[9] - RevPAR (Revenue Per Available Room) increased by 6 2%[9] - Adjusted EBITDAR increased by 1 6%[9] - Adjusted EBITDAR Margin increased by 20 bps[9] Capital Expenditures and Debt - Total financial debt (excluding convertible debt) was $7 861 billion, with 60% fixed and 40% variable[30] - Total financial debt plus REIT capitalized leases was $14 085 billion[30] - The company estimates 2019 maintenance capex to be between $375 million and $450 million, and development capex between $475 million and $550 million[35]
Veris Residential (VRE) Earnings Call Presentation
2025-07-03 07:51
Corporate Presentation NOVEMBER 18, 2024 FORWARD-LOOKING STATEMENTS This Operating and Financial Data should be read in connection with our Quarterly Report on Form 10-Q for the quarter ended September 30, 2024. Statements made in this presentation may be forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. Such for- ward-looking statements are intended to be covered by the safe harbor provisions for forward-looking statements contained in Section ...
Caesars Entertainment(CZR) - 2019 Q3 - Earnings Call Presentation
2025-07-03 07:51
Financial Performance - Net revenues increased by 2.3% year-over-year, reaching $2.236 billion[4] - Adjusted EBITDAR increased by 6.3% year-over-year[7] - Adjusted EBITDAR margin increased by 100 bps[7] - Las Vegas net revenues increased by 6.9% year-over-year, reaching $973 million[10] - Las Vegas Adjusted EBITDAR increased by 16.0% year-over-year, reaching $356 million[10] - Other U S net revenues decreased by 0.5% year-over-year, to $1.119 billion[10] - All Other net revenues decreased by 4.0% year-over-year, to $144 million[10] Key Performance Indicators - Customer Service Scores increased by 2.65%[7] - Net Promoter Score increased by 4.02%[7] - Las Vegas Occupancy increased by 290 bps[9] - Las Vegas ADR increased by 3.7%[9] - Las Vegas RevPAR increased by 7.0%[9] Efficiency - Labor efficiency improved by 20 bps[2] - Marketing efficiency improved by 60 bps[3] Merger - Merger with Eldorado Resorts expected to close in 1H 2020[8]
Caesars Entertainment(CZR) - 2019 Q4 - Earnings Call Presentation
2025-07-03 07:50
Financial Performance - Q4 2019 - Net revenues increased by 2.6% year-over-year[3], reaching $2169 million[8] - Adjusted EBITDAR increased by 3.4% year-over-year[3], with a margin of 27.0%, up 20 bps[3] - Las Vegas net revenue increased by 4.2% year-over-year[3], reaching $989 million[8] - Las Vegas adjusted EBITDAR increased by 3.4% year-over-year[3], reaching $363 million[8] - Adjusted EBITDAR excluding Rio increased by 4.5% year-over-year[3] Financial Performance - Full Year 2019 - Net revenues increased by 4.2% year-over-year[3], reaching $8742 million[16] - Adjusted EBITDAR increased by 4.7% year-over-year[3], with a margin of 27.6%, up 10 bps[3], reaching $2417 million[17] - Marketing efficiency improved to 20.0%, up 10 bps[3] - Labor efficiency improved to 23.4%, up 30 bps[3] Las Vegas Key Performance Indicators - Las Vegas RevPAR increased by 2.1% year-over-year[3] - Las Vegas Adjusted EBITDAR Margin was 36.7%[10]
Caesars Entertainment(CZR) - 2020 Q1 - Earnings Call Presentation
2025-07-03 07:50
Financial Performance - Q1 2020 - Net revenues for Caesars Entertainment were $1828 million, a decrease of $287 million or 136% year-over-year [6] - Adjusted EBITDAR was $302 million, a decrease of $260 million or 463% year-over-year [6] - Las Vegas net revenue was $822 million, down $133 million or 139% year-over-year [6] - Other U S net revenue was $874 million, down $136 million or 135% year-over-year [6] - All Other net revenue was $132 million, down $18 million or 120% year-over-year [6] Impact of COVID-19 - Temporary property closures began in March, impacting financial results [1] - Aggressive cost management was implemented to preserve liquidity [1] - The company provided two weeks of closure pay and continued medical benefits for employees [3] Liquidity and Debt - Cash and cash equivalents totaled $2677 million as of March 31, 2020 [14] - Total financial debt (excluding convertible debt) was $8700 million [14] - Maintenance Capex was $109 million [15]
网证有望迎来更大规模应用,配套设备存巨大替换需求
Xuan Gu Bao· 2025-07-03 07:49
一、事件:《国家网络身份认证公共服务管理办法》实施 根据安排,公安部、国家互联网信息办公室等六部门联合公布《国家网络身份认证公共服务管理办法》将于2025年7月 15日起施行。 《管理办法》共16条,主要包括明确国家网络身份认证公共服务及网号、网证的概念、申领方式;明确使用国家网络身 份认证公共服务的效力、应用场景;强调国家网络身份认证公共服务平台、互联网平台等对数据安全和个人信息保护的 责任;对未成年人申领、使用国家网络身份认证公共服务作出特殊规定。 网号和网证是国家网络身份认证的一种机制,它将传统身份证信息转化为加密的虚拟凭证,用于网络空间进行身份核 验。目前,国家网络身份认证公共服务平台已经上线运行,用户可通过国家网络身份认证App申领并使用网号、网证。 海通国际表示,网证管理办法的发布,其鼓励使用网号网证的积极态度,有望打开整个网号网证市场的空间,仅以线下 为例,网证就可带来包括芯片、模组、整机在内的身份核验设备的巨大替换需求。 另外,长江证券表示,当前世界各国将构建可信数字身份体系作为发展数字经济的重要措施,如欧盟的eID、新加坡的 SingPass、印度的Aadhaar已形成其具有自身特色的可信数 ...