TG Therapeutics (NASDAQ: TGTX) J.P. Morgan Healthcare Conference Presenter: Michael S. Weiss, Chairman & CEO January 2026 TAKING ON MS Forward Looking Safe Harbor Statement This presentation contains forward-looking statements that involve a number of risks and uncertainties. For those statements, we claim the protection of the safe harbor for forward- looking statements contained in the Private Securities Litigation Reform Act of 1995. Such forward looking statements include but are not limited to statemen ...

Summary of FormFactor's Conference Call Company Overview - **Company**: FormFactor - **Industry**: Semiconductor testing equipment - **Recent Revenue**: Trailing 12-month revenues approximately $750 million, with guidance for Q4 indicating an annual run rate closer to $800 million [6][11] Business Segments - **Probe Cards**: The largest segment, serving as connectors between test equipment and customer wafers, crucial for testing chips before assembly. Increased demand driven by advanced packaging technologies like high bandwidth memory (HBM) [6][7] - **Engineering Systems**: Focused on co-packaged optics (CPO), aiding customers in R&D and addressing power consumption issues in data centers [8][9] Market Position and Strategy - **Key Customers**: Strong relationships with major DRAM manufacturers, particularly SK Hynix, which represents 10% of FormFactor's revenue [19] - **Competitive Advantage**: Unique capabilities in high-speed and RF testing, particularly for HBM applications, allowing for high parallelism and productivity in testing [20][21] - **Future Technology**: Transitioning to hybrid bonding in HBM may require new probing technologies, which FormFactor is prepared for due to its experience with copper probing [28] Growth Drivers - **HBM and DRAM**: Anticipated growth in DRAM, particularly DDR5, with expectations to set records in probe card sales. Current market dynamics suggest a shortage in supply due to clean room constraints [55][56] - **GPU and ASIC Testing**: Increased focus on GPU testing due to long test times and high transistor counts, with FormFactor adapting its technology to meet these demands [31][36] Operational Changes - **Factory Realignment**: Recent consolidation of manufacturing sites in California and the establishment of a new site in Farmers Branch, Texas, aimed at increasing efficiency and capacity [12][14][70] - **Gross Margin Improvement**: Targeting a gross margin of 47% by 2026, with recent improvements from 38.5% to a projected 42% in Q4, driven by operational efficiencies and cost structure optimization [11][66][70] Challenges and Considerations - **Market Dynamics**: The company faces challenges from tariff impacts, which are estimated to be a 200 basis points headwind to gross margins [70] - **NAND Business**: Limited focus on NAND due to its commodity nature and lack of differentiation opportunities [54] Future Outlook - **CPO and Optical Probing**: Continued investment in CPO technologies, with expectations for significant growth in AI applications. Integration of electrical and optical probing technologies is anticipated [42][43] - **Capacity Expansion**: The new Texas facility is expected to ramp up production by the end of 2026, aligning with anticipated market demand [70][71]

Summary of Sprout Social Conference Call Company Overview - **Company**: Sprout Social - **Industry**: Social Media Management Software - **Core Offering**: Integration with over three dozen social networks, allowing brands to manage their social strategies from a single platform, including customer care, analytics, and publishing [4][5][6] Key Points and Arguments Business Model and Customer Base - Sprout Social serves **30,000 customers** across **100 countries**, with **90%** of customers using **five or more social networks** [6] - The platform operates on a **single code base**, ensuring all customers receive updates simultaneously without needing professional services [6] - The company has a **5%-7% penetration** in a market with over **200 million businesses** on social media, indicating significant growth potential [25][26] AI and Data Strategy - Sprout Social ingests about **1 billion messages daily** across networks, leveraging this data to enhance social listening capabilities through AI [16][17] - The company believes its access to proprietary social data creates a **durable moat** against competitors, as many social networks have restricted access due to privacy concerns [15][34] - New AI features are expected to enhance the user experience and provide deeper insights into brand and competitor performance [17][34] Market Trends and Consumer Behavior - There is a structural shift in consumer behavior, with more users turning to social platforms for product discovery, impacting long-term demand for social software [20][21] - Brands are increasingly recognizing the need for a social presence as consumers shift from traditional search engines to social networks for product information [20][21] Influencer Marketing - Influencer marketing is becoming a core part of Sprout's platform, with brands seeking to manage creator relationships effectively [41][42] - The platform offers tools for brands to discover and vet influencers, addressing concerns about brand safety and alignment with brand values [43][44] - The company has seen unexpected demand from various sectors, including healthcare and real estate, for influencer marketing solutions [47][48] Financial Performance - Sprout Social reported its best operating margins in history at **11.9% Non-GAAP margins**, while still focusing on growth [57] - The company aims to balance growth and margin improvement, with a focus on expanding its customer base above the **$50K** revenue mark, which is growing in the **high 20% range** [58][61] Future Growth Opportunities - The company sees potential in expanding its offerings to the **sub-$50K** customer segment, which has been growing at a slower rate [61][63] - Sprout Social plans to enhance its product offerings and customer engagement strategies to drive growth in both existing and new customer bases [31][32][63] Additional Important Insights - The company does not foresee social networks selling their data to competitors, as they are focused on developing their own AI products [35][36] - Sprout Social's platform includes spam filters to enhance user experience by filtering out irrelevant messages, which is crucial for large customers managing high volumes of interactions [64][65] This summary encapsulates the key insights from the conference call, highlighting Sprout Social's strategic positioning, market trends, and growth opportunities within the social media management industry.

Financial Performance and Outlook - Ambarella expects total revenue growth in the 36% to 38% range for F2026, reaching approximately $390 million at the midpoint[40] - Q4 revenue guidance is $97 million to $103 million, with a midpoint of $100 million[40] - Non-GAAP gross margin for Q4 is estimated to be 59% to 60.5%[40] - The company has $295 million net cash with no debt and 16 consecutive years of positive free cash flow[14] - Edge AI 5-Year Revenue CAGR is 64%[15] Market and Technology - Ambarella has shipped cumulatively over 40 million Edge AI SoCs[5] and 400 million SoCs[5] - The Edge AI SAM is projected to grow from $5.5 billion in F2026 to $12.9 billion in F2031, representing an approximate 18% CAGR[31] - IoT applications are estimated to contribute approximately 70% of F2025 revenue[32], with the IoT SAM estimated at $2.5 billion in F2026 and $5.7 billion in F2031[34] - Auto applications are estimated to contribute approximately 30% of F2025 revenue[35], with the Auto SAM estimated at $3.0 billion in F2026 and $7.2 billion in F2031[37] Strategic Initiatives - Ambarella has invested $1.3 billion cumulatively in AI R&D over the last decade[5] - The company's technology portfolio includes 2nm in development, 5nm representing approximately 45% of revenue, and 10nm representing approximately 35% of revenue[14]

Mama's Creations (NasdaqCM:MAMA) FY 2026 Conference January 13, 2026 02:30 PM ET Company ParticipantsAdam Michaels - Chairman and CEOConference Call ParticipantsBrian Holland - Senior Research AnalystBrian HollandYes.We're good?OperatorYeah.Okay.Yeah.All right.All right.Brian HollandHello, everyone. Thank you for joining us today. My name is Brian Holland, Senior Research Analyst at D.A. Davidson. Pleased to have Chairman and CEO Adam Michaels from Mama's Creations with us to discuss his business. Mama's Cr ...

Vaxart (NasdaqCM:VXRT) 2026 Conference January 13, 2026 02:30 PM ET Company ParticipantsSteve Lo - CEOJames Cummings - CMOSean Tucker - Chief Scientific OfficerSteve LoThanks to all of you for joining us at the Global Bio-Innovation Forum during J.P. Morgan Week. I'm Steve Lo, and I'm the CEO of Vaxart, which is a clinical stage biotechnology company developing a range of oral recombinant pill vaccines based on our innovative delivery platform. Our stock is listed on OTC under the ticker VXRT. During today' ...

Mama's Creations (NasdaqCM:MAMA) FY 2026 Conference January 13, 2026 02:30 PM ET Company ParticipantsAdam Michaels - Chairman and CEOConference Call ParticipantsBrian Holland - Senior Research AnalystBrian HollandHello, everyone. Thank you for joining us today. My name is Brian Holland, Senior Research Analyst at D.A. Davidson. Pleased to have Chairman and CEO Adam Michaels from Mama's Creations with us to discuss his business. Mama's Creations is a manufacturer of fresh, deli-prepared foods. For what it's ...

Mama's Creations (NasdaqCM:MAMA) FY 2026 Conference January 13, 2026 02:30 PM ET Speaker2Yes.We're good?Yeah.Okay.Yeah.All right.All right.Speaker1Hello, everyone. Thank you for joining us today. My name is Brian Holland, Senior Research Analyst at D.A. Davidson. Pleased to have Chairman and CEO Adam Michaels from Mama's Creations with us to discuss his business. Mama's Creations is a manufacturer of fresh, deli-prepared foods. For what it's worth, Mama's is our top pick in packaged foods today, as it is ou ...

Everspin Technologies (NasdaqGM:MRAM) FY Conference January 13, 2026 02:15 PM ET Company ParticipantsSanjeev Aggarwal - CEOBill Cooper - CFOConference Call ParticipantsNeil Young - AnalystNeil YoungHello everyone and good morning. Thank you for joining us for the first day of Needham's 28th Annual Growth Conference. My name is Neil Young, and I am a semiconductor analyst at Needham. It is my pleasure to host this fireside chat with Everspin Technologies. Everspin Technologies is the worldwide leader in desi ...

Braze (NasdaqGS:BRZE) FY Conference January 13, 2026 02:15 PM ET Company ParticipantsIsabelle Winkles - CFOConference Call ParticipantsNone - AnalystScott Berg - Senior AnalystScott BergI know, that's kind of crazy. I didn't hear that earlier when I was here. All right, anyways, thanks everyone for joining us today. My name is Scott Berg. I lead the enterprise software and SaaS research efforts here at Needham for those that are not familiar with myself. Today we actually have my top pick for 2026. I'm exci ...