Financial Data and Key Metrics Changes - For the full year 2024, the company reported a non-GAAP gross margin of 45.5% against revenue of $7.1 billion, with fourth-quarter revenue of $1.72 billion and a non-GAAP gross margin of 45.3% [10][26][35] - Non-GAAP earnings per share for Q4 was $0.95, down from $1.25 in Q4 2023 [37] - Free cash flow for the full year was nearly $1.2 billion, with Q4 free cash flow increasing 39% sequentially to $422 million [26][31] Business Line Data and Key Metrics Changes - Automotive revenue increased 8% sequentially to $1.03 billion, driven by growth in China [10][32] - Industrial revenue decreased 5% sequentially to $417 million, with weakness in traditional segments [15][32] - Revenue for the Power Solutions Group was $809 million, down 2% quarter over quarter, while the Analog and Mixed Signal Group revenue was $611 million, down 7% [34] Market Data and Key Metrics Changes - Regional revenue declined sequentially except for North America, which remained flat, while Japan saw the sharpest decline [11] - In Europe, EV demand weakened in Q4, with new vehicle registrations dropping 10% month over month in December [15] - The company noted ongoing inventory digestion across key end markets, impacting demand [11][14] Company Strategy and Development Direction - The company is focused on intelligent power and sensing technologies, with investments in high-growth megatrends such as automotive, industrial, and AI data centers [9] - The acquisition of Corbus Silicon Carbide junction field-effect transistor business aims to enhance the company's silicon carbide offerings [19] - The company plans to rationalize its manufacturing footprint and reduce excess capacity through its Fabrite strategy [28] Management's Comments on Operating Environment and Future Outlook - Management expressed concerns about demand volatility due to geopolitical uncertainties and inventory digestion across key markets [11][14] - The company anticipates a challenging first quarter in 2025, with automotive revenue expected to decline by 25% sequentially [58] - Management remains committed to long-term strategic goals despite current market conditions, focusing on operational excellence and innovation [21][24] Other Important Information - The company expects Q1 revenue to be in the range of $1.35 billion to $1.45 billion, with non-GAAP gross margin anticipated between 39% and 41% [41][42] - Capital expenditures for Q1 are expected to be between $110 million and $150 million [45] Q&A Session Summary Question: What is the impact of the current demand drop on ON Semiconductor's specific business? - Management indicated that the significant drop is largely due to the non-core business, which has seen the largest decline, and they will exit this volatile market over time [50][51] Question: What are the expectations for automotive and industrial segment trends in Q1? - Automotive is expected to decline by approximately 25%, while industrial is anticipated to decrease in the mid to high single digits [58] Question: How does the company view the long-term growth in silicon carbide? - Management remains committed to leading the silicon carbide market and aims to maintain high profitability despite short-term volatility [87] Question: What is the company's strategy regarding pricing trends for core products? - Management noted that annual price negotiations have not led to significant price reductions, as they focus on internal efficiencies rather than simply adjusting prices [126][128] Question: How is the company managing inventory levels amid current demand fluctuations? - The company is maintaining discipline in inventory management, ensuring that internal inventory levels remain consistent and not inflated by excess stock [159][160]

The Hain Celestial Group, Inc. (NASDAQ:HAIN) Q2 2025 Earnings Conference Call February 10, 2025 8:00 AM ET Company Participants Alexis Tessier - VP, IR Wendy Davidson - President & CEO Lee Boyce - CFO Conference Call Participants James Salera - Stephens Andrew Lazar - Barclays Kaumil Gajrawala - Jefferies Matthew Smith - Stifel Michael Lavery - Piper Sandler Alexia Howard - Bernstein Andrew Wolf - CLK Jon Andersen - William Blair John Baumgartner - Mizuho Securities Anthony Vendetti - Maxim Group Operator G ...

Financial Results and Business Update for the Quarter Ended December 31, 2024 February 10, 2025 Forward-Looking Statements This presentation includes forward-looking statements that are subject to substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial positio ...

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Hain Celestial Second Quarter Fiscal Year 2025 Financial Results Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Such statements involve risks, uncertainties and assumptions. If the risks or uncertainties ever materialize or the assumptions prove incorrect, our results may differ materially from those expressed or implied by such forward-looking statements. The words "be ...

1 Public Information © onsemi 2024 Public Information © onsemi 2024 Quarterly Investor Presentation Fourth Quarter 2024 Safe Harbor Statement and Non-GAAP and Forecast Information This presentation includes "forward-looking statements," as that term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical facts, included or incorporated in this presentation could be deemed forw ...

2024 Fourth Quarter and Full Year Results Earnings Presentation GCM Grosvenor Reports Q4 and Full Year 2024 Results CHICAGO, February 10, 2025 – GCM Grosvenor (Nasdaq: GCMG), a leading global alternative asset management solutions provider, today reported results for the fourth fiscal quarter ended December 31, 2024. Dividend GCM Grosvenor's Board of Directors approved a $0.11 per share dividend payable on March 17, 2025 to shareholders on record March 3, 2025. Conference Call Management will host a webcast ...

Earnings Supplement February 2025 2024 Q4 Legal Disclaimers Forward Looking Statements and Risk Factors. The information presented herein is generally available from public sources, including our and our subsidiaries' earnings releases and SEC filings. We urge you to read those documents, and we specifically direct you to the forward-looking statements disclaimers and risk factors they contain. The primary purpose of this presentation is to help you understand how we view our Company and our subsidiaries, n ...

NorthStrive A PMGC HOLDINGS COMPANY (NASDAQ: ELAB) PIONEERING AESTHETIC MEDICINE DISCLAIMERS & FORWARD LOOKING STATEMENTS Any farward-looling statement made by us is based upan the reasonable judgment of our management at the time such statement is made and speals only as of the date on which it is made. Factors or events that could cousse our actual results to differ may emerge from time to time, and it is not possible for us to predict all of the We undertake no obligation to update any forward-looking st ...

Q1 Fiscal 2025 Earnings Presentation February 10, 2025 PUBLIC PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 1 1 This presentation includes statements related to the expected future results of the company and are therefore forward-looking statements. Actual results may differ materially from those projections due to a wide range of risks and uncertainties, including those that are listed in our SEC filings. This presentation also contains non-GAAP financial information and reconciliations to GAAP are ...