Financial Performance - Moderna's 3Q25 revenue was approximately $1.0 billion[7], with total revenue for the first three quarters of 2025 reaching approximately $1.3 billion[13] - The company experienced a net loss of $0.2 billion in 3Q25[8] - Operating expenses decreased by 34%, a reduction of $656 million, from 3Q24 to 3Q25[8] - Cash and investments stood at $6.6 billion as of September 30, 2025[8], a decrease of $0.9 billion or 12% compared to June 30, 2025[19] Revenue Outlook - The projected total revenue for FY 2025 is expected to be in the range of $1.6 billion to $2.0 billion[15] - Expected 4Q revenue from U S is projected between $0.1 billion and $0.4 billion[15] - Expected 4Q revenue from RoW (Rest of World) is projected between $0.3 billion and $0.4 billion[15] Cost Management - The company anticipates a $0.5 billion improvement in 2025 projected cash costs compared to the 2Q25 projection, and a $0.9 billion improvement compared to the January 2025 projection[11] - Moderna is ahead of plan on cash cost reduction, with a $0.9 billion improvement in the 2025 projection year-to-date[49] - The company is increasing its ending 2025 cash range to $6.5 billion - $7.0 billion, up by $0.5 billion - $1.0 billion from the prior framework[49] Product Development - The updated 2025-26 formula for Spikevax has been approved in 40 countries[9, 35] - mRESVIA has been approved in 40 countries for adults 60 years and older, and also approved in 31 of those countries for high-risk adults aged 18-59[10, 35]

Financial Performance - Q1 FY26 revenue increased by 10% in ZAR (South African Rand) to R3,023,546,000 and 12% in USD to $171,448,000 compared to Q1 FY25 [10] - Q1 FY26 expense increased by 9% in ZAR to R3,016,810,000 and 11% in USD to $171,065,000 compared to Q1 FY25 [10] - Q1 FY26 net loss attributable to the company was R75,890,000, a 6% decrease compared to a net loss of R81,023,000 in Q1 FY25 [10] - Basic loss per share attributable to Lesaka shareholders decreased by 26% from (R1.26) in Q1 FY25 to (R0.93) in Q1 FY26 [10] - Adjusted earnings per share attributable to shareholders increased by 97% from R0.54 in Q1 FY25 to R1.07 in Q1 FY26 [10] - Group Adjusted EBITDA increased by 61% from R168,000,000 in Q1 FY25 to R271,000,000 in Q1 FY26 [13] Segment Performance - Consumer revenue increased by 43% from R378,063,000 in Q1 FY25 to R539,006,000 in Q1 FY26 [72] - Enterprise revenue increased by 22% from R213,997,000 in Q1 FY25 to R261,904,000 in Q1 FY26 [72] Guidance - The company projects net revenue between R1,575,000,000 and R1,725,000,000 for Q2 FY26, representing a year-over-year growth of 14% to 25% [55] - The company projects Group Adjusted EBITDA between R280,000,000 and R320,000,000 for Q2 FY26, representing a year-over-year growth of 32% to 51% [55]

Company Overview - Himax is a global fabless IC design company, ranking among the top 10 globally in 2021[5], with 2022 sales of $1.2 billion[5, 18] - The company ships an average of 60 million ICs per month[5] - Himax holds a 40% global market share in driver ICs for automotive displays[5] Product and Technology Highlights - Himax is a leader in display driver ICs (DDIC) for TFT LCD and OLED displays[18, 35, 43, 45], with a focus on high-end 8K/4K TVs and gaming monitors[50, 100] - The company is expanding its automotive solutions, including DDIC, TDDI, LTDI, Tcon, and OLED touch controllers[18, 57, 97, 100, 123] - Himax's WiseEye ultralow power AI sensing technology is gaining traction in AIoT applications[12, 18, 61, 63, 101, 106, 123] - The company offers Wafer Level Optics (WLO) for 3D sensing and optical communication[12, 18, 66, 68, 107, 110, 123] - Himax is a long-term innovator in Liquid Crystal on Silicon (LCoS) microdisplays for AR/VR applications[12, 18, 71, 78, 111, 114, 123] Financial Performance and Shareholder Returns - Himax has returned $1074 million to shareholders through dividends and share buybacks since its IPO[24] - The company initiated five share buyback programs totaling $178 million since 2007[29] - As of Q3 2025, Himax repurchased a total of 47.3 million ADSs at an average purchase price of $3.20 per ADS[29] - For 2024, revenues were $906.8 million, a decrease of 4.1% year-over-year, while profit was $79.8 million, an increase of 57.6% year-over-year[31]

Financial Performance - Net revenue for Q3 2025 reached $222 million, a 15.2% year-over-year growth compared to $192.447 million in Q3 2024[9, 53] - Adjusted EBITDA for Q3 2025 was $26 million, representing an 11.6% margin, compared to $17.308 million and 9.0% margin in Q3 2024[9, 53] - The company's full year 2025 outlook projects net revenue between $871 million and $874 million, representing approximately 13% year-over-year growth[30] - Full year 2025 adjusted EBITDA is projected to be between $98 million and $101 million, with an approximate 11.4% margin[30] - Q4 2025 net revenue is expected to be between $211 million and $214 million, representing approximately 11-12% year-over-year growth[32] - Q4 2025 adjusted EBITDA is projected to be between $18 million and $21 million, with an approximate 9.2% margin[32] Business Operations - Warby Parker has 313 stores as of September 30, 2025, including 5 stores in Canada[7, 24] - The company opened 15 net new retail stores in Q3 2025[24] - Warby Parker estimates a potential footprint of 900+ stores[25] - The company estimates that its sales represent approximately 1% of the $68 billion U S eyewear market[7]

Financial Performance - B2 Cloud Storage revenue grew by 29% year-over-year in Q2 2025[11, 19, 33], accelerating from 23% growth in Q1 2025[11] - Total company revenue reached $36.3 million in Q2 2025, representing a 16% year-over-year increase[42] - The company's adjusted EBITDA margin doubled year-over-year[33, 61], reaching 18% in 1H 2025[44] - The company is targeting 30%+ B2 growth in Q4 2025[34, 35, 40] Customer Growth and Value - The number of customers with ARR (Annual Recurring Revenue) above $50,000 increased by 30% year-over-year[19, 20] - AI customers' data stored grew by 40x year-over-year[28] - The AI customer count increased by 70% year-over-year[28] - 3 of the top 10 customers are AI companies[28] Financial Strategy - The company secured a new $20 million line of credit[32, 33] - A stock buyback program of up to $10 million was approved[32, 33, 49, 50] - The company aims to reduce equity dilution by 15% to 25%[34]

Q3 2025 Earnings Report November 6, 2025 | Nasdaq: COLL Healthier people. Stronger communities. Forward-Looking Statements This presentation contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. We may, in some cases, use terms such as "predicts," "forecasts," "believes," "potential," "proposed," "continue," "estimates," "anticipates," "expects," "plans," "intends," "may," "could," "might," "should" or other words that convey uncertainty of future ev ...

Financial Performance - The company's ARR (Annual Recurring Revenue) reached $356 million as of 9/30/2025 [21] - Enterprise ARR constitutes 76% of the total ARR [21] - Non-GAAP Gross Margin was 79% in 3Q25 [22] - Non-GAAP Operating Income improved from a loss of $11 million in 3Q22 to an income of $8 million in 3Q25 [23] - Operating Cash Flow increased from a loss of $51 million in 3Q22 to an income of $11 million in 3Q25 [24] B2B and B2C Success Metrics - B2B customers experience an average increase of 13% in AOV (Average Order Value) [47] - B2B customers experience an average increase of 19% in return on ad spend [47] - B2C customers experience an average checkout conversion rate of 619% [52] - B2C customers experience an average increase of 15% in channel revenue [52] - B2C customers experience an average increase of 19% in return on ad spend [52]

9M and Q3 2025 Results Conference call and webcast for investors and analysts 6 November 2025 Cautionary statements regarding forward-looking statements In order, among other things, to utilise the 'safe harbour' provisions of the US Private Securities Litigation Reform Act of 1995, AstraZeneca (hereafter 'the Group') provides the following cautionary statement: 9M and Q3 2025 Results Conference call agenda | CEO Opening Remarks | Pascal Soriot Chief Executive Officer | | | --- | --- | --- | | Financial Res ...

This presentation contains certain "forward -looking statements" based on management's current expectations. Forward -looking stat ements include, but are not limited to, the statements under "Financial Outlook," statements regarding long term performance, statements regarding the Company's capital deployment plans, including anticipated annual dividend rates and share repurchase plans, and statements that can be identified by the use of forward -looking terminology such as "may," "can," "if," "continue," " ...

Disclaimer Unless the context otherwise provides, "we," "us," "our," "CRH", the "Company" and like terms refer to CRH plc and its consolidated subsidiaries. Forward-Looking Statements In order to rely upon the "Safe Harbor" provisions of the United States Private Securities Litigation Reform Act of 1995, CRH is providing the following cautionary statement. This presentation contains statements that are, or may be deemed to be, forward-looking statements with respect to the financial condition, results of op ...