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EnPro Industries(NPO) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
Third Quarter 2025 Earnings Review November 4, 2025 Forward-Looking Statements; Non-GAAP Measures Statements in this presentation that express a belief, expectation, or intention, including the 2025 guidance and other statements that are not historical fact, are forward-looking statements under the Private Securities Litigation Reform Act of 1995. They involve a number of risks and uncertainties that may cause actual events and results to differ materially from such forward-looking statements. These risks a ...
Dave(DAVE) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
Financial Highlights - Dave's Adjusted EBITDA Margin expanded approximately 1,200 bps year-over-year to 39%[19] - ExtraCash origination volume grew 49% year-over-year to $2 billion[19] - Total revenue increased 63% year-over-year to $151 million[19] - The company is raising 2025 revenue guidance to $544 million - $547 million, representing a year-over-year growth of 57%-58%[23] - The company is raising 2025 Adjusted EBITDA guidance to $215 million - $218 million, representing a year-over-year growth of 149%-152%[23] Business Performance - New fee model drove a step-change improvement in ExtraCash net revenue, increasing gross monetization rate by approximately 70 bps year-over-year to 64%[20] - Average ExtraCash size increased 20% year-over-year to $207[20] - Average revenue per ExtraCash (net) increased 32% year-over-year to $10[20] - Dave acquired 843,000 new members in 3Q25, up 17% quarter-over-quarter, while CAC remained flat at $19[50] - Total members reached 135 million in 3Q25, up 17% year-over-year[55]
Heron Therapeutics(HRTX) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
127,127,127 Heron Therapeutics, Inc. Q3 2025 Earnings Call November 4, 2025 26,68,148 84,184,72 0,125,195 75,40,108 1 Forward-looking Statements and Non-GAAP Disclosures This presentation contains "forward-looking statements" as defined by the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation other than statements of historical facts, including statements regarding our future results of operations and financial position, business and commercialization strategy a ...
Compass(COMP) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
Q3 2025 Business Update & Supplementary Information | 1 | | --- | This presentation includes forward-looking statements, which are statements other than statements of historical facts, and statements in the future tense. These statements include, but are not limited to, statements regarding our future performance, including expected financial results for the fourth quarter of 2025, planned non-GAAP OPEX and free cash flow expectations for the full year of 2025, and our expectations for operational achieveme ...
Uniti(UNIT) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
Premier Insurgent Fiber Provider Key Priorities ✓ Build Fiber ✓ Operational Excellence ✓ Customer Obsession Third Quarter 2025 Financial Results Conference Call Presentation November 4, 2025 Together, Building the Future Safe Harbor Statement This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on assumptions and management's current expectations with respect to the future, involve certain risks ...
Vital Farms(VITL) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
• November 2025 Corporate Presentation (Nasdaq: VITL) Vital Farms, Inc. Reporting Disclaimer This presentation contains, in addition to historical information, certain "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), that are based on our current assumptions, expectations and projections about future performance and events and relate to, among other matters, our future financial per ...
Molson Coors(TAP) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
FY 2025 Q3 RESULTS & OUTLOOK FORWARD LOOKING STATEMENTS & OTHER INFORMATION This presentation includes "forward-looking statements" within the meaning of the U.S. federal securities laws. Generally, the words "expects," "intend," "goals," "plans," "believes," "confidence", "view," "continues," "may," "anticipate," "seek," "estimate," "outlook," "trends," "future benefits," "potential," "projects," "strategies," "implies," and variations of such words and similar expressions are intended to identify forward- ...
Vertical Aerospace .(EVTL) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
Vertical Aerospace Q3 2025 Business & Strategy Update Call Confidential. ©Vertical Aerospace Group Ltd 2025. All rights reserved. Disclaimer The following presentation, the information communicated during the delivery of the presentation, any question - and - answer sessio n and any other materials distributed at or in connection with the presentation (collectively, this "presentation") has been pre pared by Vertical Aerospace Ltd. ("Vertical," "Company," "we" or "our"). This presentation may not be reprodu ...
Silicon Laboratories(SLAB) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
Silicon Labs Investor Presentation NOVEMBER 4, 2025 1 ©Silicon Labs Inc. All rights reserved. Private Securities Litigation Reform Act of 1995 This presentation contains forward-looking statements based on Silicon Labs' current expectations. The words "believe", "estimate", "expect", "intend", "anticipate", "plan", "project", "will", and similar phrases as they relate to Silicon Labs are intended to identify such forward-looking statements. These forward-looking statements reflect the current views and assu ...
Bowhead Specialty Holdings Inc.(BOW) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
This presentation has been prepared by Bowhead Specialty Holdings Inc. ("we," "us," "our," "Bowhead" or the "Company") on a confidential basis for the exclusive use of the party to whom Bowhead delivers this presentation. Investor Presentation November 2025 Forward Looking Statements This presentation has been prepared by Bowhead for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by ...