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微创光电(430198) - 投资者关系活动记录表
2025-05-15 14:25
证券代码:430198 证券简称:微创光电 公告编号:2025-041 武汉微创光电股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 活动时间:2025 年 5 月 14 日 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动地点:通过全景网"投资者关系互动平台"(http://ir.p5w.net),采 用网络远程的方式举办 2024 年年度报告业绩说明会。 参会单位及人员:通过网络方式参加公司 2024 年年度报告业绩说明会的投 资者。 上市公司接待人员:公司总经理:陈军先生;公司董事会秘书:金桦女士; 公司财务负责人:项晓璐女士;公司保荐代表人:王斌先生。 三、 投资者关系活动主要内容 公司就投资者关心的问题进行了回复,主要问题及回复如下: 问题 1:公司有规划哪些业务的拓展,前景如何? 回答:公司根据技术和市场的发展变化不断围绕主业进行相关的业务拓展, 努 ...
David Boies joins Rumble legal team in case against Google
Globenewswire· 2025-05-14 20:05
LONGBOAT KEY, FL, May 14, 2025 (GLOBE NEWSWIRE) -- Rumble (NASDAQ:RUM), the video-sharing platform and cloud services provider, today announced that prominent lawyer David Boies, of the firm Boies Schiller Flexner LLP, has joined the litigation team in Rumble’s antitrust lawsuit against Google. Rumble filed suit against Google in January 2021, accusing the tech giant of giving Internet search preference to YouTube, a video platform it owns, and thereby harming competition and Rumble’s growth and revenue. “ ...
Snail, Inc. Reports First Quarter 2025 Financial Results
Globenewswire· 2025-05-14 20:05
CULVER CITY, Calif., May 14, 2025 (GLOBE NEWSWIRE) -- Snail, Inc. (Nasdaq: SNAL) (“Snail Games” or the “Company”), a leading global independent developer and publisher of interactive digital entertainment, today announced financial results for its first quarter ended March 31, 2025. First Quarter 2025 and Recent Operational Highlights ARK Franchise Updates: ARK: Survival Evolved (“ASE”): Units sold were approximately 690,775 for the first quarter 2025Revealed teaser trailer for ARK: Aquatica, a new in-h ...
Nintendo's Imminent Switch 2 Launch
Seeking Alpha· 2025-05-14 17:04
Nintendo Co., Ltd. ( OTCPK:NTDOF ) ( OTCPK:NTDOY ) reported FY 2025 earnings on Thursday last week. I don't think this year's earnings are relevant, but before jumping into what's important (guidance and Switch 2 commentary), let's take a quick look at the numbers. As expected,Best Anchor Stocks helps you find the best quality stocks to outperform the market over the long term. We look for high-quality companies that are currently undergoing a bad period and therefore offer an asymmetric opportunity.Best An ...
Ubisoft Reports Full-Year 2024-25 Earnings Figures
Globenewswire· 2025-05-14 15:40
UBISOFT REPORTS FULL-YEAR 2024-25 EARNINGS FIGURES Assassin’s Creed® Shadows release prompted very strong praise from players and delivered a solid performance, clearly ahead of Assassin’s Creed® Odyssey, highlighting the strength of the brand. FY2024-25 performance broadly in line with targets, FCF at €128m: Net bookings: €1.85bn, slightly below objective, mainly reflecting lower than expected partnerships, notably due to a timing impactNon-IFRS operating income in line with guidance Free Cash Flow ahead ...
GoPro's Q1 Loss Narrower Than Expected, Revenues Down, Stock Slips
ZACKS· 2025-05-13 14:35
Core Viewpoint - GoPro, Inc. reported a narrower non-GAAP loss per share of 12 cents for Q1 2025, which was better than the consensus estimate of a 13-cent loss, indicating a focus on operational efficiency and long-term growth despite a decline in revenues [1][4]. Financial Performance - Revenues for Q1 2025 were $134.3 million, down 13.6% year over year, primarily due to lower accessory sales and increased price promotions, although subscription and service revenues partially offset this decline [2][3]. - The company sold 440,000 camera units in Q1 2025, an 18% decrease from the previous year [5]. - Subscription revenues increased by 4% year over year to $27 million, driven by improved retention rates, with aggregate retention rates reaching 70% [6]. - Non-GAAP gross margin was 32.3%, down from 34.4% in the prior year, while non-GAAP operating loss was $18.7 million, an improvement from a loss of $29.9 million a year ago [8][10]. Operational Efficiency - Operating expenses decreased to $62 million from $83.3 million in the prior year, reflecting the company's strategic focus on cost management [8][13]. - Management expressed confidence that upcoming product launches in late 2025 and 2026 will support a return to revenue and profitability growth [4]. Market Dynamics - The retail channel generated $94 million in revenues, a 12% decline year over year, while revenues from GoPro.com fell 18% to $40 million [7]. - Regionally, revenues from the Americas increased by 7%, while Europe, the Middle East, and Africa saw a 23% decline, and Asia Pacific revenues dropped by 54% [7]. Future Guidance - For Q2 2025, GoPro estimates revenues of $145 million and a non-GAAP adjusted loss of 7 cents per share, with a gross margin forecast of 35.5% [12]. - The company anticipates lower unit sales and revenues for 2025 compared to 2024 due to macroeconomic uncertainties and increased competition, but expects some offset from favorable foreign exchange effects [14][15].
全行业“狙击”红果
3 6 Ke· 2025-05-13 05:01
流量狂飙的红果,是懂点兵法的。 从入场时间看,红果短剧并没有明显的先发优势。2023年8月正式上线时,在当时小程序短剧已坐拥40 亿市场规模。 两年时间,红果短剧通过免费短剧(观看 3-5 秒广告解锁剧集)模式,实现月活人数过亿,坐上了短剧 APP第一的宝座,更有赶超"爱优腾"之势。 如今,红果又将战略眼光瞄准了"组建联盟"。虽然年初与爱奇艺的合作洽谈不欢而散,但4月24日,芒 果TV已经正式确认与抖音集团旗下红果短剧正式达成系列合作。据披露,双方将推出行业首个"双平台 分账+联合运营"模式。 不过,短剧归根究底是一场用户时间和注意力的争夺,而真正决定成败的是商业化能力。那么红果短剧 还能狂飙多久?红果短剧会是先甜后毒的毒"果"吗? 再次盯上周杰伦跑通了短剧的路子 进入2025年,短剧市场几乎集体哑火,唯独红果一枝独秀。从《好一个乖乖女》,到《老千》,再到 《家里家外》......红果几款爆剧播放量均突破了10亿。 据第三方数据机构QuestMobile3月数据:截至2025年1月,红果免费短剧APP月活跃用户规模高达1.66 亿,断层式领先短剧APP排行榜,第二至第五名则分别为:河马剧场(3766万)、繁华 ...
Getty Images (GETY) - 2025 Q1 - Earnings Call Transcript
2025-05-12 21:30
Financial Data and Key Metrics Changes - First quarter revenue for 2025 was $224.1 million, representing growth of 0.8% or 2.6% on a currency neutral basis [4][11] - Adjusted EBITDA was $70.1 million for the quarter, down 0.1% or up 2.2% on a currency neutral basis [4][17] - Annual subscription revenue was 57.2% of total revenue in Q1, up from 54.7% in Q1 of last year [12] - Free cash flow was negative $0.3 million, down from $7.1 million in Q1 2024 [19] Business Line Data and Key Metrics Changes - Subscription revenue grew by 5.4% or 7.2% on a currency neutral basis, driven primarily by growth in premium access [12] - Paid downloads were down slightly at $93 million, while video attachment rate rose to 16.7% from 14% in the previous year [13] - Editorial revenue increased by 4% year on year to $82.6 million, while creative revenue decreased by 4.8% year on year to $132.2 million [13][14] Market Data and Key Metrics Changes - Revenue growth of 6.4% in The Americas, while EMEA was down 3% and APAC was down less than 1% [15] - The annual subscription revenue retention rate was 92.7%, up from 90% in the previous year [12] Company Strategy and Development Direction - The company is committed to investing in core assets and evolving offerings to deepen relevance for customers [10] - The annual subscription business represents more than half of total revenue, positioning the company to adapt to macroeconomic uncertainties [9] Management's Comments on Operating Environment and Future Outlook - Management noted that revenue was impacted by early FX pressures, tariff-driven uncertainty, and softness in agency and entertainment sectors [5][11] - The company expects to close the merger with Shutterstock in the second half of 2025, pending regulatory approvals [9][8] - Guidance for full year 2025 anticipates revenue of $931 million to $968 million, reflecting a decrease of 0.9% to an increase of 3.1% year over year [22] Other Important Information - The company completed refinancing of its term loan structure, extending maturity to February 2030 [20] - Total debt outstanding was $1.36 billion, with a net leverage of 4.1 times [20] Q&A Session Summary Question: Can you elaborate on the mix shift to corporate subscriptions and the demand perspective? - Management indicated a continued trend of building internal corporate marketing groups, which drives subscription growth [29] Question: Are the impacts from FX, tariff uncertainty, and LA fires resolved? - Management confirmed that while some impacts persist, they are largely baked into the guidance [32] Question: What is the expected acceleration in currency neutral guidance and data licensing revenue? - Management stated that data licensing revenue remains unchanged, with growth expected from new customers and geographic markets [42] Question: Can you provide an update on litigation regarding copyright protections against AI training? - Management explained ongoing litigation with Stability AI to clarify whether training on copyrighted material requires permission [46] Question: What is the current status of the company's Gen AI offering and client adoption? - Management reported consistent but slow adoption of Gen AI offerings, with revenue still in the single-digit millions [55]
Gaia Reports First Quarter 2025 Results
Globenewswire· 2025-05-12 20:05
Core Insights - Gaia, Inc. reported a 12% increase in revenue for Q1 2025, reaching $23.8 million, driven by growth in member count and average revenue per user (ARPU) [2][3] - The company achieved a gross profit of $20.9 million, a 15% increase from the previous year, with gross margin expanding to 87.8% [3][6] - Positive operating cash flow of $1.3 million and free cash flow of $0.7 million were generated, reflecting ongoing operational discipline [4][6] Financial Performance - Revenue for Q1 2025 was $23.8 million, up from $21.3 million in Q1 2024, attributed to a 3% year-over-year increase in total members to 867,000 [3][12] - The net loss for the quarter was $(1.0) million, or $(0.04) per share, an improvement from a net loss of $(1.0) million or $(0.05) per share in Q1 2024 [3][12] - Operating expenses increased to $21.9 million from $19.0 million in the prior year, with selling and operating expenses rising to $20.0 million [12] Cash Flow and Financial Position - Operating cash flow was reported at $1.3 million, while free cash flow was $0.7 million, indicating a disciplined approach to cash management [4][6] - As of March 31, 2025, the cash balance stood at $13.1 million, with an available line of credit of $10 million [4][11] - The company closed an underwritten common stock offering in February, raising approximately $7.0 million to enhance AI capabilities and develop the Gaia Community project [2][4] Strategic Outlook - Continued investment in AI and the global community platform is expected to enhance personalization and connectivity for Gaia's services [2][6] - The company aims to build on the momentum from 2024 into 2025, focusing on long-term member value and revenue growth [2][6]
Publication of a Transparency Notification
Globenewswire· 2025-05-12 16:30
PUBLICATION OF A TRANSPARENCY NOTIFICATION (Article 14, first paragraph of the Law of 2 May 2007 on disclosure of major holdings) On May 9, 2025 EVS Broadcast Equipment has received a transparency notification indicating that Ennismore Fund Management Limited now holds 2.95% of the voting rights of the company. Ennismore Fund Management Limited has therefore crossed down the threshold of 3%. The notification, dated May 9, 2025, contains the following information: Reason for the notification: acquisition or ...