Park Hotels & Resorts (NYSE:PK) Earnings Call Presentation
2025-12-08 23:00
INVESTOR PRESENTATION DECEMBER 2025 PARK HOTELS & RESORTS To be the preeminent lodging REIT, focused on consistently delivering superior, risk- adjusted returns to stockholders through active asset management and a thoughtful growth strategy, while maintaining a strong and flexible balance sheet MISSION INVESTMENT STRATEGY GUIDING PRINCIPLES Upper-Upscale & Luxury Full-Service Premier Urban and Resort Destinations Affiliation with Dominant Global Brands Active Asset Management Prudent Capital Allocation Mai ...
Assembly Biosciences (NasdaqGS:ASMB) Earnings Call Presentation
2025-12-08 23:00
Interim Results from Phase 1b Clinical Studies of Long-Acting Helicase-Primase Inhibitor Candidates ABI-1179 and ABI-5366 in Recurrent Genital Herpes December 8, 2025 Nasdaq: ASMB ©2025 ASSEMBLY BIOSCIENCES, INC. Cautionary Note Regarding Forward-Looking Statements The information in this presentation contains forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to materially differ. These risks and uncertainties include: Assembly Bio's ability to re ...
Lineage (NasdaqGS:LINE) Earnings Call Presentation
2025-12-08 22:00
Company Overview - Lineage operates 488 warehouses with 3.1 billion cubic feet of space and approximately 86 million square feet across 19 countries[10] - The company's annual operating expense is $2.4 billion, including $1.4 billion in labor and $0.2 billion in energy[10] - Lineage's 2024 Adjusted EBITDA was $1.3 billion[10] Market Dynamics - The estimated US new PRW (Public Refrigerated Warehouse) supply from 2021-2025 is projected to increase by 14.5%[15] - Estimated demand is at 5%, resulting in an excess capacity of 9.5%[15] - Lineage's total physical occupancy is at 78%[15] LinOS and Technology - Lineage expects LinOS to deliver $180 million of NOI (Net Operating Income) upside by 2030[64] - The company plans to implement LinOS at over 250 warehouses by 2029[55] - Initial High Reach Operations (HRO) pilots have driven a +30% average unit per hour improvement[98] Labor and Productivity - Team member turnover has decreased from 56% in 2022 to 25% YTD in 2025[34] - LinOS implementation has shown a 5% average improvement in total labor/throughput pallet[98] Investment and Returns - The total cumulative project investment in LinOS is projected to be approximately $450 million[113] - The base case estimate for annualized savings in 3-5 years is $110 million, with a 24% ROIC (Return on Invested Capital)[113]
Phreesia(PHR) - 2026 Q3 - Earnings Call Presentation
2025-12-08 22:00
Investor Presentation THIRD QUARTER | FISCAL YEAR 2026 Disclaimer This presentation includes express or implied statements that are not historical facts and are considered forward-looking within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements generally relate to future events or our future financial or operational performance and may contain projections of our future results of operations or ...
Ooma(OOMA) - 2026 Q3 - Earnings Call Presentation
2025-12-08 22:00
Company Overview - Ooma is a multi-tenant SaaS platform for telephony, messaging, video, and more, serving over 1.2 million core users[8] - The company's annual exit recurring revenue (AERR) is $243 million, with a recurring gross profit margin of 72%[8] - Ooma boasts a 99% net dollar subscription retention rate (NDR)[8] Financial Performance - Ooma's revenue is $264 million, with adjusted EBITDA of $29 million[8] - The company targets a long-term subscription & services gross margin of 75%-78%[62] - Ooma's target model includes a long-term adjusted EBITDA margin of 20%-25% of revenue[62] Market Opportunity - The worldwide hosted voice/UC public cloud (UCaaS) market is projected to grow at a CAGR of 7% from $23 billion in 2023 to $32 billion in 2028[28] - The North American business market has 57 million business lines[28] - Ooma addresses a >10 million line U S market opportunity in POTS (copper line) replacement[40]
Terns Pharmaceuticals (NasdaqGS:TERN) Earnings Call Presentation
2025-12-08 21:30
TERN-701 CARDINAL Trial December 2025 Data Update DECEMBER 8, 2025 | NASDAQ: TERN Forward-looking Statements and Disclaimers This presentation contains forward-looking statements about Terns Pharmaceuticals, Inc. (the "Company," "we," "us," or "our") and its industry within the meaning of the federal securities laws that involve substantial risks and uncertainties. Forward-looking statements include statements related to or in connection with expectations, timing and potential results of clinical trials and ...
Netflix (NasdaqGS:NFLX) 2025 Earnings Call Presentation
2025-12-08 19:15
VIEW SHARE Netflix and Warner Bros. combined will have 9.2% TV viewshare in the U.S. Nielsen Share of U.S. TV Time By Distributor 1 October 2025 October 2025 Pro Forma YouTube The Walt Disney Company Netflix & Warner Bros. NBCUniversal FOX Paramount Discovery Global 12.9% 11.4% 9.2% 8.6% 4.4% 8.4% 8.2% 1.2% HBO / HBO Max YouTube 12.9% The Walt Disney Company NBCUniversal FOX Paramount Netflix 11.4% 8.6% 8.4% 8.0% 5.6% 8.2% Warner Bros. Discovery 1.2% HBO / HBO Max ...
Contango Ore (NYSEAM:CTGO) Earnings Call Presentation
2025-12-08 18:00
NYSE-A:CTGO TSX-V:DV | NYSE-A:DVS MERGER TO CREATE A NEW NORTH AMERICAN HIGH-GRADE, MID-TIER SILVER & GOLD PRODUCER AND DEVELOPER I N V E S T O R P R E S E N TAT I O N D E C E M B E R 2 0 2 5 W W W . C O N T A N G O O R E . C O M W W W . D O L L Y V A R D E N S I L V E R . C O M DISCLAIMER LEGAL DISCLAIMER The information contained in this presentation furnished by or on behalf of Dolly Varden Silver Corporation ("Dolly Varden") or Contango ORE, Inc. ("Contango") has been prepared in respect of the proposed ...
Kura Oncology (NasdaqGS:KURA) Earnings Call Presentation
2025-12-08 17:30
ASH 2025 ANALYST AND INVESTOR EVENT Our goal is to develop transformative therapies to extend and improve the lives of patients with cancer December 8, 2025 FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements. Such statements include, but are not limited to, statements regarding our research, preclinical and clinical development activities, plans and projected timelines for ziftomenib, expectations regarding the combinability and therapeutic potential of ziftomenib with other th ...
Paramount Skydance (NasdaqGS:PARA) Earnings Call Presentation
2025-12-08 15:30
Paramount's $30 all-cash offer provides greater value and certainty to WBD shareholders December 8, 2025 Disclaimer This presentation is provided for informational purposes only and for no other purpose. Certain information contained herein has been obtained from published sources prepared by third parties that Paramount Skydance Corporation ("Paramount") believes to be reliable. Moreover, certain information in this presentation is based on assumptions, estimates and other factors that were available to Pa ...