Forward-Looking Statements Certain statements in this communication may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended from time to time. Those forward-looking statements include all statements that are not historical statements of fact, including, without limitation, statements regarding the anticipated closing of the merger of Uniti and Windstream (the "Merger") and the future performance of Uniti, Windstream and the combined co ...

智通财经编辑 | 楼婍沁 阿迪达斯、索康尼、彪马......夏日上演的2026春夏巴黎男装周，继续有大量运动品牌赴约。 阿迪达斯与设计师Willy Chavarria的联名系列在2025年7月1日的巴黎时装周秀场上首次亮相，展示了 Megaride AG和Megaride AG XL两款创新鞋款；ECCO与White Mountaineering的联名胶囊系列同时期亮 相巴黎，主打户外与运动服饰的未来风格设计。 运动品牌们今年格外青睐线下展览装置的打造，尤其是快闪体验空间。亚瑟士限时快闪活动的聚光灯打 在GEL系列上，今年夏天的主角是GEL-KINETIC FLUENT潮流跑鞋。Saucony（索康尼）巴黎时装周快 闪活动以"CODED TOGETHER"为主题，纳入了其高端SILO系列的新款首秀。 国产运动品牌特步干脆跳出了固定的空间展示，时装周期间不在凡尔赛宫办秀，而是赞助历史悠久的法 国本土民间赛事"凡尔赛跑"。特步向智通财经介绍，作为赞助商，特步向海外跑者提供了上脚特步 360X 2.0加速度配色跑鞋的体验机会。今年讨论度最高的科技企业之一宇树科技，则让旗下的人形机器 人穿着特步跑鞋在赛事中亮相，给此 ...

SCHAUMBURG, Ill., May 20, 2025 (GLOBE NEWSWIRE) -- Kinetic Seas Incorporated (OTCQB: KSEZ), an emerging provider of secure AI systems for healthcare and enterprise environments, is proud to announce the launch of KineticMD, an advanced large language model (LLM) platform designed for in-office use by physicians and medical professionals. Unlike cloud-based AI tools, KineticMD runs entirely on-site, ensuring that sensitive patient data remains local, private, and fully under the control of each clinic. Kinet ...

MoffettNathanson 2025 Media, Internet & Communications Conference May 14, 2025 Together, Building the Future Safe Harbor Statement Forward-Looking Statements Certain statements in this communication may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended from time to time. Those forward-looking statements include all statements that are not historical statements of fact, including, without limitation, statements regarding the anticipat ...

Uniti Group (UNIT) FY Conference May 13, 2025 03:50 PM ET Speaker0 Hi. My name is Richard Cho. I cover Communications Infrastructure for JPMorgan. Today, we're joined by Kenny Gunderman, President and CEO of Uniti Group. Thank you for joining us today. Speaker1 Thanks for having us, Richard. It's a pleasure to be here. Speaker0 For those that might not follow Uniti that closely, can you give us a quick summary of your assets and customer base? And what were or what are the key benefits to the proposed trans ...

Financial Data and Key Metrics Changes - Consolidated gross profit for Q1 2025 was $22 million, a 7.9% increase over Q1 2024, marking the highest gross profit in the past twelve quarters [21] - Adjusted EBITDA for Q1 2025 was $7.8 million, compared to $6.2 million for Q1 2024, reflecting a growth of 14.4% [21] - Adjusted EPS for Q1 2025 was $0.63, up from $0.53 in Q1 2024, indicating an 18.9% increase [21] Business Line Data and Key Metrics Changes - In the healthcare segment, gross profit for Q1 2025 was $12.2 million, compared to $11.1 million in Q1 2024, a growth of 10.2% [21] - Engineering gross profit for Q1 2025 was $6.2 million, up from $5.5 million in Q1 2024, representing a 12.4% increase, marking the best engineering gross profit quarter in history [21][22] - In IT, life sciences, and data solutions, gross profit for Q1 2025 was $3.6 million, down from $3.8 million in Q1 2024, a decline of 5.3% [24] Market Data and Key Metrics Changes - School revenue for Q1 2025 was $37.3 million, compared to $31.9 million in Q1 2024, reflecting a growth of 16.7% [22] - Non-school revenue for Q1 2025 was $6 million, slightly down from $6.3 million in Q1 2024, but would have been $5.5 million versus $5.1 million if excluding a large long-term care group [22] Company Strategy and Development Direction - The company is focused on cultivating the next generation of leadership and enhancing operational efficiency through strategic investments [4][12] - There is a strong emphasis on expanding the sales team to capitalize on growth opportunities in various sectors, particularly in healthcare and life sciences [5][7] - The company aims to maintain a clean balance sheet while continuing to repurchase shares, enhancing shareholder value [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating macroeconomic uncertainties, focusing on secular themes that can drive growth [30][31] - The outlook for the healthcare segment remains positive, with expectations for continued growth in the upcoming school year [5][6] - The aerospace and defense sectors are anticipated to see significant growth due to new contracts and increased demand for engineering services [16][19] Other Important Information - The company has reduced net debt by $12 million to $18.2 million in Q1 2025, compared to $30.2 million in Q4 2024 [26] - The company has maintained a 90% plus renewal rate while preserving margins and bottom line strength [9] Q&A Session Summary Question: Is political policy uncertainty affecting the business? - Management indicated that they have not encountered significant issues related to the macroeconomic environment and are focused on leveraging secular themes for growth [30][31] Question: Regarding healthcare gross margins, is the lower margin due to legacy business? - Management clarified that the lower gross margin is more of a quarterly fluctuation rather than a trend, with expectations for improvement in Q2 [32][33]

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $395 million, representing a 25% increase from Q1 2024, while adjusted EBITDA was $94 million, up 95% from the previous year [15][16] - Cash flow from operating activities was $78 million, with a net debt leverage ratio of 1.2x, below the target of 2x [16][19] Business Line Data and Key Metrics Changes - Payment Software segment revenue grew 42% with adjusted EBITDA more than doubling compared to Q1 2024 [15][16] - Biller segment revenue increased by 11%, while adjusted EBITDA rose by 1% from Q1 2024 [15][16] Market Data and Key Metrics Changes - The company reported strong cash flow growth and ended the quarter with $230 million in cash on hand and approximately $853 million in total debt outstanding [16][19] - The company has not seen material impacts from geopolitical uncertainties, including exposure to China, which is considered non-material [14][19] Company Strategy and Development Direction - The company has combined its Bank and Merchant segments into a new business unit called Payments Software, which has generated new pipeline opportunities and improved operational efficiency [7][8] - The launch of the next-generation payments hub solution, named Kinetic, aims to expand the addressable market to include midsize and smaller institutions, as well as non-bank financial institutions [9][11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism regarding long-term profitable growth and the ability to deliver significant shareholder value, despite macroeconomic uncertainties [15][19] - The company raised its full-year revenue guidance to a range of $1.69 billion to $1.72 billion, expecting adjusted EBITDA to be between $480 million and $495 million [20][21] Other Important Information - The company sold its non-controlling interest in India-based Mindgate to PayU India, with the gain included in other income [17] - The CFO announced plans for retirement, emphasizing a smooth transition in financial leadership [22][23] Q&A Session Summary Question: Current environment and customer behavior - Management noted no negative impacts on customer decision-making timelines, with some customers pushing to finalize deals sooner due to uncertainty [29][33] Question: Exposure to stablecoins and cross-border payments - The company facilitates cross-border payments and is exploring the potential of stablecoins, although current volumes are small [36][42] Question: Payment Software segment growth expectations - Management expects the Payment Software segment to continue tracking a 7-9% constant currency revenue growth for the year, with variability based on timing of license fees [52][54] Question: Partnership with Ingo Payments and Speedpay - The partnership aims to enhance digital disbursements, expanding the company's capabilities beyond bill payments [55][58] Question: Impact of recent mergers in the industry - Management expressed optimism about potential opportunities arising from the mergers of Global Payments and FIS, emphasizing strong existing relationships [64][66] Question: Kinetic platform milestones - The company has achieved key milestones with the Kinetic platform, including successful demos and plans for beta customers by late this year or early next year [75][76]

Uniti Group (UNIT) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Company Participants Bill DiTullio - Vice President of Finance & Investor RelationsKenny Gunderman - President and Chief Executive OfficerPaul Bullington - SVP, CFO & Treasurer Conference Call Participants Greg Williams - AnalystNone - Analyst Operator Good morning. Thank I'm to discuss Unity's First Quarter twenty twenty and I'll be your operator for today. Today's call is being recorded and a webcast will be available on the company's Inves ...

Uniti Group (UNIT) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Speaker0 Good morning. Thank I'm to discuss Unity's First Quarter twenty twenty and I'll be your operator for today. Today's call is being recorded and a webcast will be available on the company's Investor Relations website, investor.unity.com, beginning today and will remain available for three sixty five days. It is now my pleasure to introduce Bill DeTullio, Unity's Senior Vice President of Investor Relations and Treasury. Please begin. Sp ...

各业务均衡健康发展。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 财报显示， 2 024 年 Keep实现营收20.66亿元 （人民币， 下同） —— Keep营收来源主要分为 三大板块：自有品牌运动产品、线上会员及付费内容与广告及其他。 2 024 年， Keep自有品牌运 动产品营收9.54亿元，较 2 023年同期增长0.8%，其中，运动装备和运动服装实现了16.0%的同 比增长；线上会员及付费内容业务实现营收9.18亿元；广告及其他业务实现营收1.94亿元。 值得指出的是， 2 024年Keep自有品牌健身产品实现毛利3.02亿元，大幅增长15.3%，毛利率从 2 023年的27.7%大幅提升至31.7%。 而整体毛利率则从 2 023 年的 45.0%提升至46.7% 。 2024年，Keep经调整净亏损（非国际财务报告准则计量）为4.69亿元，亏损扩大主要原因是，为 夯实长期竞争力，公司持续投入资源于新的战略业务及技术革新计划，导致相关费用有所增加。 同时财报指出， 这些战略预计将从 2025年起逐步释放积极效益，公司计划通过技术赋能(包括人工 智能技 ...