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ING Groep(ING) - 2025 H2 - Earnings Call Presentation
2025-08-22 00:00
Financial Performance - Group Underlying EBITDA pre AASB 16 was stable at $236.4 million, despite customer changes and softer market conditions in the fourth quarter[14] - Australia's Underlying EBITDA pre AASB 16 decreased by 3.4% to $183.7 million due to Woolworths supply agreement changes and weaker trading in Q4 2025[16] - New Zealand's Underlying EBITDA pre AASB 16 increased significantly by 14.3% to $52.7 million, driven by favorable market economics, innovation, and brand investments[16] - Core poultry volume declined by 1.4% to 461.2kt, with Australia down 2.5% to 388.0kt and New Zealand up 5.2% to 73.2kt[16, 17] - The company declared dividends of 19.0 cents per share, a decrease of 1.0 cent per share compared to the prior corresponding period[17] Cost Management and Market Dynamics - Feed costs decreased by $57.2 million, contributing to overall cost savings[16, 38] - Net Selling Price (NSP) growth was modest at 0.5%, reaching $6.31/kg, masking significant wholesale pricing pressure[16, 29] - Wholesale pricing declined by 9.2% in FY25, impacting margins[29] Capital Expenditure and Future Outlook - Capital expenditure for FY25 totaled $104.1 million, focused on sustaining and investing projects[47, 48] - FY26 Underlying EBITDA (pre AASB 16) is expected to be between $215.0 million and $230.0 million, with a stronger performance anticipated in the second half of the year[102] - The company is implementing $60–$80 million of annualised structural cost reductions to largely offset general FY26 cost inflation[101]
Articore Group (RDBB.F) 2025 Earnings Call Presentation
2025-08-22 00:00
Board Recommendations & Voting Results - The Board recommended shareholders vote AGAINST the removal of Robin Mendelson as a Director, with 32.57% (71,760,467) votes FOR, 0.05% (104,957) OPEN, and 67.38% (148,441,696) votes AGAINST [12] - The Board recommended shareholders vote AGAINST the removal of Robin Low as a Director, with 39.82% (87,715,234) votes FOR, 0.05% (104,957) OPEN, and 60.14% (132,477,681) votes AGAINST [13] - The Board recommended shareholders vote AGAINST the removal of Robert Sherwin as a Director, with 32.58% (71,772,992) votes FOR, 0.05% (104,957) OPEN, and 67.37% (148,429,171) votes AGAINST [14] - The Board recommended shareholders vote AGAINST the removal of John Lewis as a Director, with 34.99% (71,639,985) votes FOR, 0.05% (104,957) OPEN, and 64.95% (132,972,795) votes AGAINST [15] - The Board recommended shareholders vote AGAINST the election of Richard Cawsey as a Non Executive Director, with 39.78% (87,630,864) votes FOR, 0.05% (104,957) OPEN, and 60.18% (132,571,299) votes AGAINST [16] - The Board recommended shareholders vote AGAINST the election of Andrew Nash as a Non Executive Director, with 39.79% (87,645,577) votes FOR, 0.05% (104,957) OPEN, and 60.17% (132,537,544) votes AGAINST [17] - The Board recommended shareholders vote AGAINST the election of Carole Campbell as a Non Executive Director, with 39.72% (87,505,154) votes FOR, 0.05% (104,957) OPEN, and 60.23% (132,697,009) votes AGAINST [18] - The Board recommended shareholders vote AGAINST the election of Christine Christian as a Non Executive Director, with 32.64% (71,914,188) votes FOR, 0.05% (104,957) OPEN, and 67.31% (148,287,975) votes AGAINST [19] Meeting Information - The Articore Group Limited held an Extraordinary General Meeting on August 22, 2025 [2] - The agenda included a Chair Address, Formal Business, and Questions [7]
Tanger Outlets(SKT) - 2025 H2 - Earnings Call Presentation
2025-08-21 23:00
Financial Performance - Adjusted revenue decreased by 1.5% to $755.1 million, compared to $766.7 million in FY24[8] - Adjusted NPAT decreased by 16.5% to $41.1 million, compared to $49.2 million in FY24[8] - Adjusted EBITDA decreased by 3.0% to $148.5 million, compared to $153.0 million in FY24[8] - Free cash flow increased by 4.6% to $24.8 million, compared to $23.7 million in FY24[8] - The dividend increased by 15.8% to 22.0 cents per share, compared to 19.0 cents per share in FY24[8] - Capex decreased by 16.8% to $65.2 million, compared to $78.4 million in FY24 (excluding Satellite Migration Capex)[8] Operational Performance - Sky Box and Sky Pod disconnections improved by 8.5%[37] - Sky Broadband customer growth increased by 43%[65] - Sky Sport Now revenue increased by 16%[49] - Advertising revenue increased by 7%, with digital revenue reaching $5.1 million, accounting for 9% of total advertising revenue[56,57]
Beacon Minerals (BCN) Earnings Call Presentation
2025-08-21 22:00
Corporate Presentation ASX:BCN 22 August 2025 For personal use only ASX:BCN For personal use only Corporate Snapshot | 1 Capital Structure | | | | | --- | --- | --- | --- | | ASX Code | | BCN | | | 1 Share Price | | $2.16 | | | Shares on Issue | | 105.7 M | | | Listed Options on | Issue (Ex . $ 1 .20 Ex . 5 Nov 2029 ) | 13.3 M | | | 1 Market Cap (AUD) | | $ 229.2 M | | | ¹ On the 21 August 2025 | | | | | 2 Financial | | | | | Cash on Hand (AUD) | 2 | $14.38 M | | | Gold Bullion Perth | 2 Mint | 2,744 ozs | ...
Peninsula Energy Ltd (PEN) Earnings Call Presentation
2025-08-21 22:00
Project Overview - Peninsula Energy is positioned to capitalize on growth in US and global nuclear energy[1] - Lance Project in Wyoming, USA, is one of the largest US Uranium ISR Projects[34, 85] - The company has a significant resource of 58Mlbs in USA at Lance with exploration upside[29] Production and Operations - The company has a fully constructed 2Mlbs p.a Central Processing Plant, commissioning underway, production expected during the September quarter[29] - Revised production estimates include commissioning in CY2025, ramp-up in CY2026 & CY2027 with 400,000 - 600,000lbs pa, and full-scale production of 12Mlb – 15Mlbs pa from 2028+[45] - The production target is underpinned by wellfield designs containing measured and indicated resources (comprising 90% of the production target) and inferred resources (comprising 10% of the production target)[15] Financials and Funding - The company is conducting an approximately A$70M (US$45M) Equity Raise via a fully underwritten two tranche placement and entitlement offer[133, 135, 141] - The company has secured debt financing of up to US$15M with Davidson Kempner[139] - Proceeds from the Equity Raise, together with existing cash, will be applied to completion of CPP, wellfield development, sales contract termination, exploration studies (Kendrick and Dagger) and working capital and corporate costs[135]
Zoom(ZM) - 2026 Q2 - Earnings Call Presentation
2025-08-21 21:00
Zoom Communications Q2 FY26 Earnings August 21, 2025 © 2025 Zoom Communications, Inc. Use of non-GAAP financial measures In addition to the financials presented in accordance with U.S. generally accepted accounting principles ("GAAP"), this presentation includes the following non-GAAP metrics: Revenue in Constant Currency, non-GAAP gross profit, non-GAAP gross margin, non-GAAP R&D expense, non-GAAP S&M expense, non-GAAP G&A expense, non-GAAP operating margin, non-GAAP income from operations, non-GAAP net in ...
Workday(WDAY) - 2026 Q2 - Earnings Call Presentation
2025-08-21 20:30
Financial Performance - Trailing twelve month subscription revenues reached $8.227 billion, demonstrating a year-over-year growth of 14.7%[9] - Trailing twelve month non-GAAP operating income was $2.511 billion, resulting in a 28.0% margin[9] - Trailing twelve month operating cash flow amounted to $2.591 billion, achieving a 28.9% margin[9] - Q2 FY26 total revenues were $2.348 billion, a 12.6% increase year-over-year[22] - Q2 FY26 subscription revenues reached $2.169 billion, reflecting a 14.0% increase year-over-year[22] - The company anticipates full year FY26 subscription revenues of $8.815 billion, representing a 14% increase year-over-year[13, 29] Customer Base and Market Position - The company serves 65%+ of the Fortune 500, including 70%+ of the top 50 Fortune 500 companies[9] - The customer community represents more than 75 million users under contract[10, 27] - The estimated total addressable market (TAM) is $160 billion[9] Strategic Initiatives - The company entered into an agreement to acquire Paradox for approximately $1 billion in cash and acquired Flowise[27] - The company launched Workday Government, a new subsidiary dedicated to serving the U.S Government[27]
Intuit(INTU) - 2025 Q4 - Earnings Call Presentation
2025-08-21 20:30
Fact Sheet August 21, 2025 | [E] | [E] | [E] | Segment | Revenue | - FY'25 | View | FY'23 | FY'24 | FY'25 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...
Ionis Pharmaceuticals (IONS) Earnings Call Presentation
2025-08-21 16:15
DAW N Z E R AT M F DA A P P R OVA L N a s d a q : I O N S August 2025 Forward-Looking Statements This presentation includes forward-looking statements regarding the therapeutic and commercial potential of DAWNZERA (donidalorsen), Ionis' technologies, and Ionis' other products in development. Any statement describing Ionis' goals, expectations, financial or other projections, intentions or beliefs is a forward-looking statement and should be considered an at-risk statement. Such statements are subject to cer ...
Hovnanian Enterprises(HOV) - 2025 Q3 - Earnings Call Presentation
2025-08-21 15:00
Q3 2025 Financial Performance - Total revenues for Q3 2025 were $801 million, compared to a guidance of $750-$850 million[12] - Adjusted homebuilding gross margin for Q3 2025 was 173%, within the guidance of 170%-180%[12] - Total SG&A as a percentage of total revenues was 113% for Q3 2025, within the guidance of 110%-120%[12] - Adjusted income before income taxes for Q3 2025 was $40 million, meeting the high end of the guidance of $30-$40 million[12] - Adjusted EBITDA for Q3 2025 was $77 million, exceeding the guidance of $60-$70 million[12] Year-Over-Year Comparison - Total revenues increased from $723 million in Q3 2024 to $801 million in Q3 2025[16] - Adjusted gross margin decreased from 221% in Q3 2024 to 173% in Q3 2025[16] - Adjusted income before income taxes decreased from $100 million in Q3 2024 to $40 million in Q3 2025[18] Contracts and Community Count - Total lots controlled were 43343 as of July 31 2025[50, 52] - The company had 146 communities in Q3 2025, the same as in Q3 2024[48] Liquidity and Debt - Total liquidity as of July 31, 2025, was $1466 million in cash and cash equivalents, $63 million in restricted cash, and $1250 million available under a senior secured revolving credit facility[8] - Total debt outstanding as of July 31, 2025, was $855 million, with annual interest incurred at $87 million[68]