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Anterix (NasdaqCM:ATEX) Earnings Call Presentation
2026-02-12 12:00
Investor Presentation Safe Harbor Statement FORWARD-LOOKING STATEMENTS Certain statements contained in this presentation, other than historical information, constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, but are not limited to, statements regarding: (i) our business plans, forecasts and projections; (ii) our ability to enter into lease agreements with our targeted customers on a timely basis and on commerc ...
Ultragenyx Pharmaceutical (NasdaqGS:RARE) Earnings Call Presentation
2026-02-12 12:00
Corporate Presentation February 2026 Confidential and Proprietary Forward looking statements Cautionary note regarding forward-looking statements: This presentation contains forward-looking statements, including, but not limited to, statements regarding our expectations, estimates, assumptions, and projections regarding our future operating results and financial performance, including our expectations for profitability in 2027, anticipated cost or expense management, including the company's expectations rel ...
Akari Therapeutics (NasdaqCM:AKTX) Earnings Call Presentation
2026-02-12 12:00
Advancing Antibody Drug Conjugates With Novel Immuno-Oncology Payloads Forward-Looking Statements This presentation includes expressed or implied forward-looking statements 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 (the Exchange Act), about the Akari Therapeutics, Plc (the "Company") that involve risks and uncertainties relating to future events and the future performance of the Company. Actual events or re ...
Coincheck Group (NasdaqGM:CNCK) Earnings Call Presentation
2026-02-12 12:00
NASDAQ: CNCK Investor Presentation February 2026 No Solicitation, Forward-Looking Statements, and Non-IFRS Financial Measures No Offer or Solicitation This presentation is for informational purposes only and shall not constitute an offer to sell, or the solicitation of an offer to buy, any securities. Cautionary Statement Regarding Forward-Looking Statements This presentation contains "forward-looking statements" of Coincheck Group N.V. ("Coincheck Group" or the "company") within the meaning of U.S. federal ...
BAT(BTI) - 2025 Q4 - Earnings Call Transcript
2026-02-12 10:32
Financial Data and Key Metrics Changes - Group revenue increased by 2.1%, adjusted profit rose by 3.4%, adjusted profit from operations grew by 2.3%, and adjusted diluted EPS was up by 3.4% [8][17] - The company delivered results at the top end of guidance, supported by accelerated momentum through the second half of the year [6][8] - Adjusted operating profit grew by nearly 10%, driven by operating leverage and efficiency gains in combustibles [12] Business Line Data and Key Metrics Changes - New categories revenue grew by 7%, driven by outstanding growth in Modern Oral, which was up strongly by 48%, while Heated Products increased by 1% [8][10] - Combustibles revenue grew by 1%, with volume decline more than offset by a robust price mix across markets [9][10] - Vapor revenue declined by nearly 9%, mainly due to continued illicit pressures in the U.S. and Canada [8][10] Market Data and Key Metrics Changes - In the U.S., combustibles revenue increased by 4.6%, with a value share increase of 30 basis points [10][11] - New category revenue in the U.S. grew nearly 20%, driven by the success of VELO+, which delivered over 300% growth [10][11] - In AME, revenue grew over 3%, with combustibles up more than 2%, supported by strong delivery in Brazil, Turkey, and Mexico [11][12] Company Strategy and Development Direction - The company aims to become a predominantly smokeless business by 2035, focusing on premium innovation and quality growth [20][21] - The Fit to Win program is expected to deliver GBP 600 million of annualized incremental savings by 2028, with a focus on optimizing processes and improving execution [15][16] - The company is committed to reinvesting savings to support further sustainable growth initiatives [15][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in returning to the Midterm Algorithm in 2026, with expectations of 3%-5% revenue growth and 4%-6% adjusted profit from operations growth [18][19] - The company is optimistic about the growth potential in Modern Oral and the performance of VELO+ in the U.S. market [22][23] - Management acknowledged challenges in the APMEA region but expects stabilization in performance as regulatory headwinds lessen [13][14] Other Important Information - The company announced an increase in share buyback to GBP 1.3 billion for 2026 and a 2% increase in dividends [3][17] - The company has delivered GBP 1.2 billion in productivity savings since 2023, helping to offset inflationary pressures [15][14] - The company remains on track to generate more than GBP 50 billion in free cash flow by the end of 2030 [18][33] Q&A Session Questions and Answers Question: Expectations for Modern Oral performance in the U.S. for fiscal 2026 - Management believes that the strong retention rate of VELO+ and increasing average daily consumption indicate continued growth potential in the U.S. market [39][40] Question: Factors that could improve performance guidance for 2026 - Management highlighted the potential for improved enforcement in the vapor category and the expected growth in new categories as key factors for better performance [46][49] Question: Insights on heated tobacco share progression in 2026 - Management acknowledged the competitive landscape but expressed confidence in the revamped product offerings, including glo HYLO, to strengthen market position [47][48]
BAT(BTI) - 2025 Q4 - Earnings Call Transcript
2026-02-12 10:32
British American Tobacco (NYSE:BTI) H2 2025 Earnings call February 12, 2026 04:30 AM ET Company ParticipantsDamian McNeela - Director - UK FMCG Equity ResearchFaham Baig - Executive Director, Equity Research - Consumer StaplesJaved Iqbal - Interim CFOSimon Hales - Managing Director - Consumer Staples and Beverages ResearchTadeu Marroco - CEOVictoria Buxton - Group Head of Investor RelationsConference Call ParticipantsAndrei Andon-Ionita - VP, Equity Research Analyst - Global TobaccoBastian Agaud - Equity Re ...
HUA HONG SEMI(01347) - 2025 Q4 - Earnings Call Transcript
2026-02-12 10:02
Hua Hong Semiconductor (SEHK:01347) Q4 2025 Earnings call February 12, 2026 04:00 AM ET Company ParticipantsDaniel Wang - EVP and CFOPeng Bai - Chairman and PresidentConference Call ParticipantsLeping Huang - AnalystZiye Zhang - AnalystZiyuan Wang - AnalystOperatorLadies and gentlemen, thank you for standing by. Welcome to Hua Hong Semiconductor fourth quarter 2025 earnings conference call. Today's call is hosted by Dr. Peng Bai, Chairman and President, and Mr. Daniel Wang, Executive Vice President and Chie ...
HUA HONG SEMI(01347) - 2025 Q4 - Earnings Call Transcript
2026-02-12 10:02
Hua Hong Semiconductor (SEHK:01347) Q4 2025 Earnings call February 12, 2026 04:00 AM ET Company ParticipantsDaniel Wang - EVP and CFOPeng Bai - President and Executive DirectorConference Call ParticipantsLeping Huang - AnalystZiye Zhang - AnalystZiyuan Wang - AnalystOperatorLadies and gentlemen, thank you for standing by. Welcome to Hua Hong Semiconductor fourth quarter 2025 earnings conference call. Today's call is hosted by Dr. Peng Bai, Chairman and President, and Mr. Daniel Wang, Executive Vice Presiden ...
HUA HONG SEMI(01347) - 2025 Q4 - Earnings Call Transcript
2026-02-12 10:00
Hua Hong Semiconductor (SEHK:01347) Q4 2025 Earnings call February 12, 2026 04:00 AM ET Speaker2Ladies and gentlemen, thank you for standing by. Welcome to Hua Hong Semiconductor fourth quarter 2025 earnings conference call. Today's call is hosted by Dr. Peng Bai, Chairman and President, and Mr. Daniel Wang, Executive Vice President and Chief Financial Officer. Please be advised that your dial-ins are in listen-only mode. However, at the conclusion of the management presentation, there will be a question an ...
RELX(RELX) - 2025 Q4 - Earnings Call Transcript
2026-02-12 09:32
RELX (NYSE:RELX) Q4 2025 Earnings call February 12, 2026 03:30 AM ET Company ParticipantsErik Engstrom - CEO & Executive DirectorNick Luff - CFO & Executive DirectorConference Call ParticipantsChristophe Cherblanc - Senior AnalystCiaran Donnelly - Equity Research AnalystGeorge Webb - Technology Equity Research AnalystHenry Hayden - Equity Research AnalystNick Dempsey - Director and Media Equity Research AnalystSteven Liechti - AnalystThijs Berkelder - Equity Research AnalystErik EngstromGood morning, everyb ...