Shoe Carnival (NasdaqGS:SCVL) Q3 2026 Earnings Call November 20, 2025 09:00 AM ET Company ParticipantsMark Worden - President and CEOTanya Gordon - EVP and Chief Merchandising OfficerKerry Jackson - CFOConference Call ParticipantsJim Chartier - Senior Equity AnalystSam Poser - Equity AnalystMitchel Kummetz - Managing Director and Senior Equity Research AnalystOperatorGood morning and welcome to Shoe Carnival's third quarter 2025 earnings conference call. All lines have been placed on mute to prevent any bac ...

Evogene (NasdaqCM:EVGN) Q3 2025 Earnings Call November 20, 2025 09:00 AM ET Company ParticipantsYaron Eldad - CFOOfer Haviv - CEOOperatorWelcome to Evogene Q3 2025 Results Conference Call. All participants are at present in listen-only mode. Following management's formal presentation, we will open the Q&A session. You may send questions via chat. Please type your name and company before your question. As a reminder, this conference is being recorded on November 20, 2025. Before we begin, I would like to cau ...

Diana Shipping (NYSE:DSX) Q3 2025 Earnings Call November 20, 2025 09:00 AM ET Company ParticipantsNone - OperatorMaria Dede - Co-CFOIoannis Zafirakis - Director, Co-CFO, and CSOSemiramis Paliou - CEOStacy Margaronis - Director and PresidentConference Call ParticipantsKristoffer Barth - Equity Research AnalystNoneThank you for standing by. Ladies and gentlemen, welcome to the Diana Shipping Inc conference call on the third quarter 2025 financial results. We are joined by the company's Chief Executive Officer ...

Financial Data and Key Metrics Changes - The company held its 2025 Annual General Meeting, where various proposals were presented for stockholder voting, including a reverse stock split and reincorporation [1][2][3] - The preliminary report indicated that all proposals, including the amendment to the equity incentive plan and the issuance of shares to Streeterville Capital, were approved by a majority of votes [12][13][14][15] Business Line Data and Key Metrics Changes - Specific financial data and performance metrics for individual business lines were not disclosed in the meeting [1][2][3] Market Data and Key Metrics Changes - No specific market data or key metrics were provided during the meeting [1][2][3] Company Strategy and Development Direction - The company proposed a reverse stock split to potentially enhance its stock price and market perception, with a range of 1-for-2 to a maximum of 1-for-10 [9][13] - The reincorporation from Delaware to Nevada was aimed at potentially benefiting from a more favorable regulatory environment [10][13] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during the meeting [1][2][3] Other Important Information - The meeting included the election of seven directors, with all nominated candidates successfully elected [12] - The company plans to increase the number of shares authorized for issuance under its equity incentive plan to 5 million [14] Summary of Q&A Session - No Q&A session was documented in the provided meeting records [1][2][3]

Valneva (NasdaqGS:VALN) Q3 2025 Earnings Call November 20, 2025 09:00 AM ET Company ParticipantsThomas Lingelbach - CEOPeter Bühler - CFOMaury Raycroft - Equity ResearchJosh Drumm - VP of Global Investor RelationsVamil Divan - Managing DirectorTheodora Rowe Beadle - Equity Research AssociateConference Call ParticipantsRomy O'Connor - Equity Research Analyst for Life Sciences and HealthcareOperatorGood day, and thank you for standing by. Welcome to the Valneva Nine Month 2025 Financial Results Conference Cal ...

Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $26.4 million, representing a 14% year-over-year increase [5][12] - Non-GAAP operating income was $3.7 million, compared to $1.1 million in Q3 2024 [14][15] - Non-GAAP net income was $4.6 million, or $0.10 per diluted share, compared to $1.3 million, or $0.03 per diluted share, in the same quarter last year [15] - Cash and investments totaled $81 million as of September 30, 2025, up from $59 million at the end of 2024 [15][16] - Recurring revenue as a percentage of total revenue increased to 63% in Q3 2025 from 58% in Q3 2024 [13] Business Line Data and Key Metrics Changes - Revenue from the CCAS (Cybersecurity as a Service) segment was $7.3 million, up 60% year-over-year, accounting for 28% of total revenue [12][5] - CCAS annual recurring revenue (ARR) as of September 2025 was $27.6 million [12] - The Smart product line also contributed to revenue growth, with a strong backlog and visibility heading into the next year [9][10] Market Data and Key Metrics Changes - Increased sales in the Americas were noted, aligning with the strategy to boost business in this region [12] - The company is seeing strong traction among major telecom operators for its cybersecurity solutions [7][8] Company Strategy and Development Direction - The company is focused on a cybersecurity-first strategy and a renewed go-to-market approach [7][10] - There is an emphasis on expanding the CCAS offering and enhancing the Smart product line to maintain technology leadership [9][10] - The company is optimistic about long-term growth, expecting CCAS ARR to surpass 60% year-over-year growth by year-end 2025 [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strong financial position and growth trajectory, citing a robust pipeline and backlog [10][11] - The competitive landscape is viewed as more favorable, with unique technology providing a competitive edge [29] - Management raised full-year 2025 revenue guidance to between $100 million and $103 million [11] Other Important Information - The company completed a $46 million follow-on share offering, enhancing its financial resources [15] - Allot has no debt, positioning it well for future growth [16] Q&A Session Summary Question: Increased traction with major telecom customers - Management noted positive trends in both tax rates and new service launches contributing to significant growth in CCAS revenue and ARR [18] Question: Details on the first customer for OPNET Secure - The first customer aims for 24/7 protection for their customers, combining Allot's network security with OPNET [19][20] Question: Continued strength in the Smart pipeline - Management confirmed a strong pipeline with opportunities from both new and existing customers, particularly for the Terra 3 product [23] Question: Drivers of CCAS growth - Growth is primarily from new customer contracts and existing accounts expanding their services [27] Question: Competitive landscape for network intelligence offerings - The competitive environment is currently favorable, with unique technology providing a competitive edge [29] Question: Impact of ad campaigns on CCAS adoption - Management identified four drivers for CCAS growth, including new customer additions and upselling existing services [31][32]

Sandoz Group 2025 Conference Summary Industry Overview - **Company**: Sandoz Group (OTCPK:SDZN.Y) - **Focus**: Biosimilars and generics, particularly in the context of the evolving pharmaceutical landscape Key Points and Arguments GLP-1 Market Dynamics - Sandoz is cautiously optimistic about the GLP-1 market, expecting significant development to begin in mid-2026, with a conservative approach to capacity and market size [4][5][6] - The company emphasizes the importance of production capacity over market size, noting that a million pens can only serve 80,000 patients [5] - Pricing elasticity is highlighted, with potential demand increases if prices drop significantly in markets like the UK and Brazil [7] Biosimilars Strategy - The acquisition of Just – Evotec Biologics is aimed at enhancing manufacturing control and profitability, with integration expected to be net neutral in the long term [9][10][11] - Sandoz anticipates launching six biologics in 2026, leveraging a significant pipeline as many products come off patent [15][16] - The company sees a unique opportunity due to regulatory changes that reduce development costs for biosimilars, allowing for more assets to be developed [16][17] Product Development and Market Position - Sandoz has a preference for developing products in Europe first, leveraging its established market presence before considering the US [22][23] - The company has successfully launched Istakinomab in Europe and is the largest player in that market, which boosts confidence for future partnerships [25] - Codarvis has captured 60%-70% of the available biosimilar market, indicating strong market penetration [26][27] Challenges and Opportunities - The company faces challenges in maintaining pricing power and managing costs, particularly in the generics market [30][36] - Sandoz emphasizes the importance of sustainable pricing for essential drugs like penicillin, advocating for government support to maintain production viability [39][40] - The company is focused on maintaining a lean operational structure to ensure growth outpaces cost increases [52][53] Future Outlook - Sandoz is optimistic about its growth trajectory, with a focus on executing its pipeline and maintaining a strong balance sheet [50][51] - The company is not actively seeking M&A opportunities but remains open to strategic partnerships that align with its growth strategy [50][51] - Sandoz aims to refresh its midterm guidance as it continues to meet its operational targets and capitalize on market opportunities [44][45] Additional Important Insights - The company has successfully navigated a challenging market environment, with a record number of loss of exclusivity (LOE) opportunities [37] - Sandoz's strategy is to remain focused on generics and biosimilars, avoiding the pitfalls of trying to innovate like a pharmaceutical company [36] - The management team is committed to executing its strategy effectively, with a strong emphasis on operational efficiency and cost control [52][53]

Maximus (NYSE:MMS) Q4 2025 Earnings Call November 20, 2025 09:00 AM ET Company ParticipantsBruce Caswell - President and CEODavid Mutryn - CFOWill Gildea - Equity Research AssociateJames Francis - VP of Investor RelationsOperatorGreetings and welcome to the Maximus Fiscal 2025 Fourth Quarter and Year-End Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the ...

Allot (NasdaqGS:ALLT) Q3 2025 Earnings Call November 20, 2025 09:00 AM ET Company ParticipantsKenny Green - Head of Investor RelationsEyal Harari - CEOLiat Nahum - CFOConference Call ParticipantsNehal Chokshi - Managing Director and AnalystJonathan Ho - AnalystMatt Calitri - AnalystOperatorLadies and gentlemen, thank you for standing by. Welcome to Allot's Third Quarter 2025 Results Conference Call. All participants are at present in listen-only mode. Following management's formal presentation, instructions ...

Stella-Jones (OTCPK:STLJ.F) 2025 Investor Day November 20, 2025 09:00 AM ET Company ParticipantsDan Hanson - Managing DirectorMichael Tupholme - Director of Equity ResearchRhiannah Carver - Senior Director of SustainabilityWesley Borlin - COOKatherine Duff - Managing Director and PartnerSylvain Couture - Vice President and General Manager of Railway TiesDavid Galison - Vice President of Investor RelationsOmar Saeed - PrincipalKevin Commerford - Senior Vice President of Utility Poles and US Residential Lumbe ...