WaterBridge Earnings Presentation Fourth Quarter and Fiscal Year 2025 Disclaimers Forward-Looking Statements The information in this presentation includes "forward-looking statements" within the meaning of U.S. Federal securities laws. All statements, other than statements of historical fact included in this presentation, regarding our strategy, future operations, financial position, estimated revenues and losses, projected costs, commercial opportunities, plans and objectives of management are forward-look ...

China market: Enriched product matrix based on the existing product series 4Q 2025 2 Data as of December 31, 2025 NIU at a glance 2014 Founded 4,540 Stores in China 6.4mn Scooters Sold Globally 37bn km Riding Data 3 Overseas : Enriched product series, with e-moped and e-motorcycle, kick- scooters and e-bike 4 Competitive edge in smart technologies with user-centric industrial design Our App Our Scooter Our battery 7th Winner of seven major international design awards Portable battery pack 5 Sales Network an ...

UniCredit (OTCPK:UNCF.F) M&A announcement March 16, 2026 03:30 AM ET Company ParticipantsAndrea Orcel - CEOHugo Cruz - DirectorJeremy Sigee - Managing Director, Equity ResearchConference Call ParticipantsAndrew Coombs - Managing Director and Senior Equity Research AnalystAnke Reingen - Equity AnalystAntonio Reale - Senior AnalystBritta Schmidt - Partner and Senior AnalystDelphine Lee - Research AnalystGiovanni Razzoli - Senior Equity AnalystIgnacio Cerezo - Equity AnalystOperatorGood morning, and welcome to ...

SUSTAINABILITY AT JULIUS BAER Empowering for positive impact March 2026 Important information General This presentation by Julius Baer Group Ltd. ("the Company") does not constitute an invitation or offer to acquire, purchase or subscribe for securities nor is it designed to invite any such offer or invitation and neither purports to contain all of the information that you may wish to consider. Cautionary statement regarding forward-looking statements This presentation by the Company may include forward-loo ...

Zepp Health (NYSE:ZEPP) Q4 2025 Earnings call March 15, 2026 09:30 PM ET Company ParticipantsGrace Zhang - Director of Investor RelationsLeon Deng - CFOSid Rajeev - Head of ResearchWang Huang - Founder, Chairman, and CEOConference Call ParticipantsNone - AnalystOperatorGentlemen, thank you for standing by for Zepp Health Corporation's fourth quarter and full year 2025 earnings conference call. At this time, all participants are in a listen-only mode. Today's call is being recorded. I will now turn the call ...

Company and Industry Summary Company Overview - The company is involved in the TCB (Thermo-Compression Bonding) equipment market, focusing on advanced packaging technologies for semiconductors, particularly in the HBM (High Bandwidth Memory) sector. Key Points Market Potential and Growth - The total addressable market (TAM) for TCB has been revised upwards from $1 billion to $1.6 billion by 2028, driven by the surge in AI demand, with a projected compound annual growth rate (CAGR) of approximately 30% from 2025 to 2028 [2][9][15]. HBM Business Developments - The company has shipped HBM4 12-layer TCB equipment and is currently sampling 16-layer solutions. If JEDEC relaxes stacking height restrictions, TCB technology could extend to 20 layers, delaying the introduction of hybrid bonding (HB) [2][13][15]. - In Q4 2025, the company secured significant orders for logic chips, including 34 Chip-to-Substrate TCB orders from leading foundries, indicating strong demand in the logic chip sector [4][5]. Demand Structure - The demand for HBM memory interconnects significantly exceeds that for logic chips, with a ratio of 72 to 1. Within logic applications, Chip-to-Substrate demand is currently much higher than the nascent Chip-to-Wafer segment [2][6]. Strategic Focus - The company plans to divest its NEXX (wet process) and SMT (Surface Mount Technology) businesses to concentrate resources on high-growth, high-margin advanced packaging sectors, including TCB, photonics, and high-end die bonding [2][18]. Regional Performance - Revenue from Japan and Korea increased to 9%, primarily driven by advanced packaging, especially TCB, with significant contributions from the HBM market in Korea [7][8]. Future Outlook - The company maintains a market share target of 35% to 40% in the TCB market, with expectations of continued growth in the coming years, although specific guidance for 2026 was not provided [9][10]. Supply Chain and Production Capacity - Current production capacity for TCB equipment is stable, with no immediate price increases anticipated. The company is monitoring supply chain impacts from geopolitical events but has not faced significant disruptions [12]. Technology and Innovation - The company is actively exploring hybrid bonding solutions while continuing to advance TCB technology. The development of 20-layer HBM products will depend on market demand and potential regulatory changes [16][17]. Financial Considerations - The NEXX business generated approximately $100 million in revenue in 2025, but specific transaction details regarding its sale have not been disclosed [21]. Customer Engagement - The company is engaging with major HBM customers in Korea, including the second-largest memory manufacturer, to explore opportunities beyond traditional supply chains [3][19]. Conclusion - The company is well-positioned in the advanced packaging market, particularly in TCB technology, with strong growth prospects driven by AI and HBM demand. Strategic divestitures and a focus on core competencies are expected to enhance its market position moving forward.

Zepp Health Earnings Presentation 4Q25 Financial and Operating Results 01 06 4Q25 Revenue and Gross Margin Trend 07 Adjusted Operating Expenses 10 2 Empowering Health, Inspiring Joy Fourth Quarter and Full Year 2025 Investor Relations 15 March 2026 Table of Contents 02 FY25 Financial and Operating Results 03 Revenue 04 4Q25 Gross Margin 05 Business Outlook FY25 Gross Margin 08 Net Income/ Earnings Performance Liquidity Position 09 4Q25 Financial and Operating Results $85.2 Million Revenue -$6.4 Million Adju ...

Ajinomoto (OTCPK:AJIN.Y) 2026 Investor Day March 15, 2026 08:00 PM ET Company ParticipantsKaori Ono - Executive Officer in Charge of SustainabilityShigeo Nakamura - President and CEOTakashi Miyazaki - VP of Equity ResearchYusuke Iimura - Investor Relations ManagerConference Call ParticipantsHiroki Watanabe - Senior AnalystManabu Sumoge - Senior AnalystMina Yano - Senior AnalystRei Ihara - Senior AnalystYusuke IimuraGood morning, everyone. Thank you very much for taking precious time out of your busy schedul ...

Genscript Biotech (SEHK:01548) H2 2025 Earnings call March 15, 2026 07:15 PM ET Company ParticipantsAixi Bai - General ManagerAllen Guo - CEOPhil Zhou - CFORay Chen - President of GenScript Life Science GroupSherry Shao - Rotating CEOYang Huang - Executive DirectorConference Call ParticipantsLaurence Tam - AnalystLinda Xu - AnalystOperatorGood day, thank you for standing by. Welcome to GenScript 2025 annual results conference call. At this time, all participants are in a listen-only mode. After the speaker' ...

Genscript Biotech (SEHK:01548) H2 2025 Earnings call March 15, 2026 07:15 PM ET Company ParticipantsAixi Bai - General ManagerAllen Guo - CEOJosie Zhou - Interim CFOPhil Zhou - CFORay Chen - President of GenScript Life Science GroupSherry Shao - Rotating CEOYang Huang - Executive DirectorConference Call ParticipantsLaurence Tam - AnalystLinda Xu - AnalystOperatorGood day, thank you for standing by. Welcome to GenScript 2025 annual results conference call. At this time, all participants are in a listen-only ...