Standard Lithium (NYSEAM:SLI) Q3 2025 Earnings Call November 11, 2025 08:00 AM ET Company ParticipantsSalah Gamoudi - CFODavid Park - CEO and DirectorAndy Robinson - President and COODaniel Rosen - VP of Investor Relations and StrategyConference Call ParticipantsJoseph Reagor - Managing Director and Senior Research AnalystOperatorLadies and gentlemen, thank you for joining us, and welcome to the Standard Lithium's fiscal third quarter 2025 earnings call. All lines have been placed on mute to prevent any bac ...

enGene Holdings (NasdaqCM:ENGN) Update / Briefing November 11, 2025 08:00 AM ET Company ParticipantsRon Cooper - President and CEOSuzanne Merrill - Senior Physician, Urologic Oncologist and Bladder Cancer Regional LeadSean McCutcheon - VP of Biotechnology Equity ResearchLauren Hopfer - Executive Director of Investor RelationsHussein Sweiti - CMOConference Call ParticipantsLeland Gershell - Managing Director and Senior Biotechnology AnalystYanan Zhu - Senior AnalystDavid Dai - Senior Biotech AnalystSilvan Tü ...

Financial Data and Key Metrics Changes - Q3 group revenue reached $146 million, representing a year-over-year increase of nearly 355% and a quarter-over-quarter increase of 39% [7] - Annualized run rate revenue for the core business at the end of September was $551 million, with the core infrastructure business growing 400% year-over-year and 40% sequentially [7][9] - Adjusted EBITDA margin for the core infrastructure business expanded to nearly 19% quarter-over-quarter [7] Business Line Data and Key Metrics Changes - The core infrastructure business accounted for nearly 90% of total revenue, with significant growth attributed to capacity constraints limiting revenue growth [7][9] - The company sold out all available capacity in Q3, indicating strong demand and a bottleneck in revenue growth due to capacity limitations [2][4] Market Data and Key Metrics Changes - The company signed a major deal with Meta valued at approximately $3 billion over the next five years, following a previous deal with Microsoft valued between $17.4 billion and $19.4 billion [3][12] - The demand environment is characterized by overwhelming interest in capacity, with a 70% quarter-on-quarter expansion in pipeline generation [22] Company Strategy and Development Direction - The company is focused on building its core AI cloud business while also pursuing large long-term deals to support growth [3][4] - Plans to grow contracted power to 2.5 gigawatts by the end of 2026, up from 1 gigawatt previously discussed, with significant investments in capacity and infrastructure [4][10] - The launch of new enterprise-ready cloud platform version 3.0, called Aether, and the inference platform Nebius Token Factory aims to expand the addressable market [5][6] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving an annualized run rate revenue of $7 billion to $9 billion by the end of 2026, driven by strong demand and capacity growth [6][17] - The company remains focused on maintaining healthy margins and a sustainable business model while navigating the rapid growth in the AI sector [42][63] Other Important Information - The company is raising its 2025 CapEx guidance from approximately $2 billion to around $5 billion to support aggressive growth plans [10] - The company is actively evaluating financing options, including corporate debt, asset-backed financing, and equity, to support its growth strategy [8][32] Q&A Session Summary Question: Can you tell us more about the new Meta deal? - The Meta deal is approximately $3 billion, limited by available capacity, indicating strong demand for larger contracts [12][13] Question: What is included in the $7 billion-$9 billion ARR target? - The target includes contracted power and existing capacity, with more than half already booked [15][17] Question: What is the timeline for infrastructure build-out? - The company is ramping up capacity in various regions, with new data centers expected to come online in 2026 [18][19] Question: How will Microsoft and Meta revenue contribute in 2025? - Microsoft revenue will ramp up in 2026, while Meta is expected to reach full revenue run rate in 2026 [21] Question: What does the demand environment look like? - Demand is accelerating, with a 70% increase in pipeline generation in Q3 [22] Question: Why is incremental ARR down? - Incremental ARR decreased due to capacity constraints, but is expected to increase significantly in Q4 [24] Question: How is the U.K. facility progressing? - The U.K. facility is progressing well, with strong demand leading to pre-sold capacity [35][36] Question: What is the company's approach to financing? - The company is focused on maintaining a disciplined capital structure while exploring various financing options [32][34] Question: How is the enterprise initiative ramping up? - The company is making strides in becoming enterprise-ready with new product launches and compliance certifications [48]

Mt. Hamilton, NV US Fully Funded Gold Production Growth in the Americas with Tungsten Optionality Zurich | November 2025 TSX-V: MKO | OTCQX: MAKOF Moss Mine, AZ US Eagle Mountain Project, Guyana San Albino Mine, Nicaragua Forward Looking Information This document contains "forward-looking information" and "financial outlook" within the meaning of applicable Canadian securities laws. Statements containing forward-looking information are not historical facts but instead represent the C ompany's expectations, ...

Recursion Pharmaceuticals (NasdaqGS:RXRX) FY Conference November 11, 2025 08:00 AM ET Company ParticipantsBen Taylor - CFONajat Khan - Chief R&D and Commercial OfficerConference Call ParticipantsNone - AnalystNoneThanks, everyone, for joining us for our Second Day of our Second Annual Guggenheim Healthcare Innovation Conference. I'm Bommel Devon, for those of you who may not know me, one of the biopharma Analyst here. Also, at the end of the line here, our Sydney Shepherd-Villi is also from the Guggenheim s ...

Endava (NYSE:DAVA) Q1 2026 Earnings Call November 11, 2025 08:00 AM ET Speaker0Good day, and welcome to Endava's first quarter fiscal year 2026 conference call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on a touch-tone phone. To withdraw your question, please press star, th ...

Precision BioSciences (NasdaqCM:DTIL) Update / Briefing November 11, 2025 08:00 AM ET Speaker3Thank you for standing by. My name is Tina, and I will be your conference operator today. At this time, I would like to welcome everyone to the Precision BioSciences AASLD update call. All lines have been placed on mute to prevent any background noise. After this speaker's remarks, there will be a question-and-answer session. To ask a question, simply press star followed by the number one on your telephone keypad. ...

Harrow (NasdaqGM:HROW) Q3 2025 Earnings Call November 11, 2025 08:00 AM ET Speaker3Good day, and welcome to the Harrow Third Quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. Instructions will be given at that time. As a reminder, this call may be recorded. I would like to turn the call over to Mike Biega, Vice President of Investor Relations and Communications. Please go ahead.Speaker ...

November 2025 Investor Presentation tdw.com Forward-looking Statements This presentation contains "forward-looking statements" within the meaning of the U.S. federal securities laws – that is, any statements that are not historical facts. Such statements often contain words such as "expect," "believe," "think," "anticipate," "predict," "plan," "assume," "estimate," "forecast," "target," "projections," "intend," "should," "will," "shall" and other similar words. Forward-looking statements address matters tha ...

Crescent Biopharma (:) FY Conference November 11, 2025 08:00 AM ET Company ParticipantsJosh Brumm - CEOEllie Im - CMOConference Call ParticipantsBrad Cannino - Biotechnology Equity Research AnalystBrad CanninoKick it off here for the first fireside of the day. My name is Brad Cannino. Thank you for joining us at the Guggenheim Second Annual Healthcare Innovation Conference. Happy to do the fireside today with Crescent Biopharma. We've got Josh Brumm, CEO, Ellie Im, CMO, on the stage with me. Josh, maybe if ...