Core Viewpoint - NXG NextGen Infrastructure Income Fund's Board has approved the issuance of transferable rights to existing common shareholders, allowing them to subscribe for additional common shares at a discount to market price, aimed at increasing the Fund's investment assets and taking advantage of future investment opportunities [1][2][12]. Group 1: Offer Details - The record date for the rights issuance is set for July 21, 2025, with one right distributed for each common share held [2]. - Shareholders can purchase one new common share for every three rights held, with a provision for those holding fewer than three shares [2]. - The subscription period will start on the record date and is expected to end on August 13, 2025, unless extended [3]. Group 2: Subscription Price - The subscription price will be determined on the expiration date, set at 95% of the average sales price of the common shares on that day and the preceding four trading days, with a minimum price of 90% of the Fund's net asset value if the formula price is lower [4]. Group 3: Over-Subscription Privilege - Record date common shareholders who fully exercise their primary subscription rights will have the opportunity to subscribe for additional common shares not purchased in the primary subscription, subject to limitations [5]. Group 4: Distribution Information - The Fund has declared a monthly distribution of $0.54 per common share, payable on August 29, 2025, with a record date change to August 4, 2025 [7][8]. - The distribution is anticipated to be treated as a return of capital, with an estimate of 100% based on current earnings and profits [8]. Group 5: Fund Overview - NXG NextGen Infrastructure Income Fund is a closed-end management investment company focused on achieving high total returns with an emphasis on current income, primarily investing in infrastructure-related equity and debt securities [12]. - The Fund aims to invest at least 80% of its net assets in various infrastructure sectors, including energy, industrial, sustainable, and technology infrastructure [12].

Fourth Quarter & Full-Year Fiscal 2025 Financial Results JUNE 9, 2025 GRAHAM CORPORATION 1 © 2025 GRAHAM CORPORATION, ALL RIGHTS RESERVED Safe Harbor Statement Safe Harbor Regarding Forward Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are subject to risks, uncertainties and assumptions and are identified by wor ...

Financial Data and Key Metrics Changes - The company achieved net new ARR of $194 million, exceeding expectations and bringing total ending ARR to over $4.4 billion, a 22% increase year-over-year [5][32] - Subscription gross margin was reported at 80%, indicating strong efficiency of the AI platform [5][34] - Free cash flow reached $279 million, representing 25% of revenue, with a quarter-on-quarter growth of double digits [5][35] - Total revenue for the quarter was $1.1 billion, reflecting a 20% growth compared to the same quarter last year [33] Business Line Data and Key Metrics Changes - The Falcon Flex model has shown significant success, with a total account value of $3.2 billion across 820 accounts, growing 31% sequentially and more than six times year-over-year [5][6] - The company reported a sustained gross retention rate of 97%, indicating strong customer commitment to the Falcon platform [5][34] - The next-gen SIEM business delivered triple-digit ending ARR growth, showcasing its disruptive impact on legacy products [23] Market Data and Key Metrics Changes - The geographic revenue mix consisted of approximately 67% from the U.S. and 33% from international markets, indicating a balanced global presence [33] - The MSSP business has grown rapidly, now representing over 15% of total deal value, highlighting the increasing importance of managed service providers [26] Company Strategy and Development Direction - The company is focusing on consolidating point products and enhancing the Falcon platform to meet evolving market demands, particularly in AI and cybersecurity [4][29] - The strategic realignment plan aims to optimize investments in key growth areas such as cloud, identity, exposure management, and next-gen SIEM [38] - The company has authorized up to $1 billion in share repurchases, reflecting confidence in long-term growth prospects and cash flow generation capabilities [31][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in improving sequential net new ARR growth in Q2 and accelerating growth in the back half of FY 2026, driven by strong demand for the Falcon platform [31][36] - The company anticipates a divergence between ARR and subscription revenue due to the impact of the CCP program, which is expected to normalize in the future [37] - The management highlighted the necessity of cybersecurity in the AI age, positioning the company as a leader in protecting autonomous AI agents [15][29] Other Important Information - The company launched new technologies such as AI model scanning and AI security dashboard to address the growing demand for AI tools while managing associated risks [20] - The Falcon platform's capabilities are being enhanced to provide better protection for identities, workloads, and data, aligning with market needs [100] Q&A Session Summary Question: Insights on Falcon Flex and its impact on sales - Management noted that Falcon Flex has significantly changed the sales approach, focusing on outcomes rather than module-by-module sales, leading to increased customer adoption and spending [47][50] Question: Divergence between revenue growth and ARR growth - The divergence is attributed to the amortization impacts of the CCP program, which affects revenue recognition differently than ARR [54][55] Question: Budgeting for reflex deals - Customers typically reassess their budgets based on the value received from Falcon Flex, leading to discussions on replacing point products and planning phased rollouts [58][60] Question: Changes in sales compensation and market response - The salesforce has responded positively to the new compensation structures and the focus on innovation, leading to increased customer engagement and adoption rates [64][67] Question: Free cash flow margin expectations - The company expects to achieve a free cash flow margin of over 30% next year, driven by the success of Falcon Flex and larger deals [83][85] Question: Trends in the macro environment - The company has executed well despite market noise, with strong demand for next-gen SIEM and overall positive customer engagement [88][89] Question: Competitive positioning in the MSSP channel - The company has strengthened its relationships with managed service providers, leading to significant growth in this channel and improved competitive positioning [96][98] Question: Vision for identity management space - The company aims to deepen its capabilities in identity management, responding to customer demand for more comprehensive solutions [100][101]

First Advantage (FA) 2025 Investor Day May 28, 2025 08:30 AM ET Speaker0 We're gonna go ahead and get started. Alright. Good morning, everyone, and welcome to First Advantage's inaugural investor day. I'm Stephanie Gorman, vice president of investor relations here at First Advantage. We're thrilled to have you all here with us today whether you're in person or joining us virtually. Your support and engagement are invaluable to us as we continue to advance our mission of providing global software and data to ...

NASDAQ: HBIO Q1'25 Earnings Presentation Jim Green, Chairman, President & CEO Jennifer Cote, CFO & Treasurer Mark Frost, Incoming Interim CFO & Treasurer May 12, 2025 1 Forward-Looking Statements and Non-GAAP Financial Information Forward-Looking Statements This document contains forward-looking statements within the meaning of the federal securities laws, including the Private Securities Litigation Reform Act of 1995. Forward- looking statements may be identified by the use of words such as "may," "will," ...

NextNav (NN) Q4 2024 Earnings Call March 13, 2025 03:50 AM ET Company Participants None - ExecutiveMariam Sorond - Chairman & CEOChristian Gates - Chief Financial OfficerMike Crawford - SMD & Head of Discovery Group Operator Ladies and gentlemen, thank you for standing by. My name is Abby, and I'll be your conference operator today. At this time, I would like to welcome everyone to the NextNav Fourth Quarter twenty twenty four Earnings Conference Call. All lines have been placed on mute to prevent any backg ...

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