American Financial (AFG) - 2025 H2 - Earnings Call Presentation
2025-08-27 00:00
F Y25 Full Year Results 12 months to 30 June 2025 For personal use only Presentation Outline | Item | Presenter | | Pages | | --- | --- | --- | --- | | FY25 Highlights | David Bailey | 4 – | 6 | | Market & operations update | David Bailey | 7 – | 13 | | Financial update | Luca Pietropiccolo | 14 | | | Outlook | David Bailey | 21 | | | Q&A | | | | | Appendices | | | | For personal use only – 6 – 13 – 20 – 26 2 Significant scale in the finance industry 3 $948B Settlements p.a. in the Australian finance market ...
The Eastern pany(EML) - 2025 H2 - Earnings Call Presentation
2025-08-26 23:00
FY25 Results Presentation 27 August 2025 Anthony Hynes. Executive Chair For personal use only James Georgeson. Group CFO Disclaimer & Important Notice This investor presentation has been prepared by EML Payments Limited ABN 93 104 757 904 (EML) and is general background information about EML's activities current as at the date of this presentation. This information is given in summary form and does not purport to be complete. Information in this presentation should not be considered as advice or a recommend ...
PRU(PUK) - 2025 H1 - Earnings Call Presentation
2025-08-26 22:00
Prudential plc 2025 Half Year Results 27 August 2025 2378.HK PRU.L Forward-looking statements This document contains 'forward-looking statements' with respect to certain of Prudential's (and its wholly and jointly owned businesses') plans and its goals and expectations relating to future financial condition, performance, results, strategy and objectives. Statements that are not historical facts, including statements about Prudential's (and its wholly and jointly owned businesses') beliefs and expectations a ...
Neuren Pharmaceuticals Limited (NEU) Earnings Call Presentation
2025-08-26 22:00
For personal use only Investor presentation 27 August 2025 IMPROVING THE LIVES OF PEOPLE WITH NEURODEVELOPMENTAL DISABILITIES P aa g e� 1 1 Forward looking statements This presentation contains forward looking statements that involve risks and uncertainties . Although we believe that the expectations reflected in the forward looking statements are reasonable at this time, Neuren can give no assurance that these expectations will prove to be correct . Actual results could differ materially from those anticip ...
PureCycle Technologies(PCT) - 2025 H2 - Earnings Call Presentation
2025-08-26 22:00
Financial Performance - Investment portfolio Funds From Operations (FFO) increased by 3.7% to $150.3 million[9, 49] - Operating Profit before indirect expenses and income tax increased by 1.2% to $152.3 million[9, 48, 49] - Adjusted Funds From Operations (AFFO) was 6.54 cents per security (cps)[9] - Net tangible assets (NTA) per security decreased by $0.04 to $1.21[48] Portfolio & Occupancy - Portfolio occupancy was 97%[7, 39, 123] - Weighted Average Lease Term (WALT) was 6.0 years[9, 39, 123] - Commercial Bay retail FFO increased by 8.3%[9, 49] and MAT increased by 3.7%[9, 123] Capital Management & Investment - Strategic exit of the InterContinental Auckland hotel for $180 million[9] - Repaid $165 million of maturing retail bonds and USPP notes[9] - New $75 million five-year wholesale bond issued[9] - Capital partnerships totalling $1.6 billion on completion value[86]
Sandon Capital Investments (C46) Earnings Call Presentation
2025-08-26 22:00
SNC Investment Highlights - SNC shares offer an attractive dividend yield of 6.3% (8.5% grossed up for franking)[15] - The SNC portfolio can be acquired at a 9.8% discount to its Net Tangible Assets (NTA)[11, 15] - As of July 31, 2025, the company possesses solid profits reserves and franking credits amounting to 42.7 cents per share[11] - SNC has paid and announced 65.8 cents per share in dividends and 24.9 cents per share in imputation credits since its inception[18] SNC Performance - SNC's gross performance to July 31, 2025, shows a 1-year return of 19.0%, a 3-year return of 13.8% per annum, and a since-inception annualized return of 9.9%[22] - SNC's investment selection and portfolio discipline are highlighted by a win/loss ratio of approximately 70%[24] - SNC's gross performance in rising markets averaged 2.9%, while in falling markets, it averaged -3.3% since inception[26] Portfolio Companies - Carbon Conscious Investments Ltd (CCIL) manages large-scale projects of approximately 17,000 hectares[28] - SNC received a fully franked dividend of $720,000 from CCIL in February 2025 and currently holds approximately $1.7 million in cash[30] - QPM Energy Ltd (QPM) has gas reserves exceeding 400PJ and an enterprise value of $143.8 million[31]
Okta(OKTA) - 2026 Q2 - Earnings Call Presentation
2025-08-26 21:00
Q2 FY26 Investor Presentation August 26, 2025 © Okta and/or its affiliates. All rights reserved. © Okta and/or its affiliates. All rights reserved. Confidential Information of Okta – For Recipient's Internal Use Only. Safe Harbor This presentation contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements regarding our financial outlook, business strategy and plans, market trends a ...
Box(BOX) - 2026 Q2 - Earnings Call Presentation
2025-08-26 21:00
Financial Performance - Revenue for Q2'26 reached $294 million[7], driven by Suites momentum[6] - Total Remaining Performance Obligations (RPO) increased by 16% year-over-year to $1476 million[9, 10] - Billings increased by 3% year-over-year[13] - Non-GAAP gross margin was 81.4% in Q2'26[17], a decrease of 20 bps year-over-year[16] - Non-GAAP operating margin was 28.6% in Q2'26[21], an increase of 20 bps year-over-year[20] Cash Flow and Capital Allocation - The company repurchased approximately 1.2 million shares of Class A common stock for approximately $40 million in Q2'26[26] - As of July 31, 2025, the company had approximately $112 million of remaining Board-approved buyback capacity under the current plan[26] Customer Metrics - Net retention rate was stable at 103%[33, 34] - Customers paying more than $100k annually grew by 8% year-over-year[39] - 63% of total revenue came from Suites[37] Guidance - Q3'26 revenue is projected to be $298 to $299 million, representing year-over-year growth of 8%[30] - Fiscal year 2026 revenue is projected to be $1.170 to $1.175 billion, representing year-over-year growth of 8%[30]
Ooma(OOMA) - 2026 Q2 - Earnings Call Presentation
2025-08-26 21:00
Financial Performance - Ooma's multi-tenant SaaS platform generated $262 million in revenue with $25 million in adjusted EBITDA[7] - The company boasts an annual exit recurring revenue (AERR) of $240 million[7] - Recurring gross profit margin stands at 72%[7] - Ooma business subscription and services revenue accounted for 62% of overall subscription and services revenue in 2QF26[45] User Base and Growth - Ooma has over 1.2 million core users[7] - The net dollar subscription retention rate (NDR) is 100%[7] - The company serves customers in 32 countries[42] Market and Strategy - The worldwide hosted voice/UC public cloud (UCaaS) market is projected to reach $32 billion by 2028[26] - Ooma is targeting a >10 million line U S market opportunity in POTS (copper line) replacement[39] - Ooma's integrated growth strategy includes advertising, customer referrals, direct sales, resellers/partners, geographic expansion, and retailers, with a Net Promoter Score of 73%[41]
nCino(NCNO) - 2026 Q2 - Earnings Call Presentation
2025-08-26 20:30
มใน August 26, 2025 Cautionary Note Regarding Forward-Looking Statements, Disclaimers and Financial Measures This presentation acontains forvard-laoking atatements obout aCino's financial and operating results, which includes statements regarding nCino's future performance. cutlo quidance, the assumptions underling those statements, the benefits from the use of n.Cino's solutions, our strategies, and general business conditions. Foward-looling statements cenerally include actions, events, results, strategie ...