Ondas(ONDS) - 2025 Q3 - Earnings Call Presentation
2025-11-13 13:30
Financial Performance - Ondas reported revenue of $10.1 million in Q3 2025, a 582% increase compared to $1.48 million in Q3 2024[16, 26] - The company's consolidated backlog reached $23.3 million in Q3 2025, up from $10.0 million at the beginning of 2025[16] - Ondas is increasing its revenue target to at least $36 million for 2025 and establishing a revenue target of at least $110 million for 2026[16] - The company's cash and restricted cash balance was $433.4 million as of September 30, 2025[31, 32] Strategic Initiatives - Ondas Capital aims to deploy $150 million to scale unmanned and dual-use technologies from Ukraine and allied nations[20] - Ondas Networks is targeting dot16 with multiple Railroad networks and applications, with dot16 selected as the private network roadmap platform for all AAR-owned frequencies[16] - Ondas Autonomous Systems (OAS) backlog has grown to $22.2 million at Q3 2025, and $40.4 million including closed/pending acquisitions in Q4 2025[44] Outlook and Growth - The company expects approximately $50 million in calendar 2025 revenue from strategic acquisitions announced since August 2025, with these companies expected to grow at 30-50% or better in 2026[80] - The global C-UAS market is projected to reach $10.5 billion by 2030[76]
Pure Cycle(PCYO) - 2025 Q4 - Earnings Call Presentation
2025-11-13 13:30
, PURE CYCLE CORPORATION FISCAL YEAR 2025 EARNINGS PRESENTATION - - Presented By: MARK HAIRDING FORWARD LOOKING STATEMENT Statements that are not historical tacts contained or incorporated by reference in this presentation are "forward- looking statements" ("FLS"} within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21 C of the Securities Exchange Act of 1934 as amended. FLS involve risks and uncertainties that could cause actual r ...
Sally Beauty(SBH) - 2025 Q4 - Earnings Call Presentation
2025-11-13 13:30
Sally Beauty Holdings, Inc. INVESTOR RELATIONS PRESENTATION as of November 13, 2025 Statements in this presentation that are not purely historical facts or that depend upon future events may be 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. Forward- looking statements, as that term is defined in the Private Securities Litigation Reform Aot of 1995, can be identified by the use of forw ...
TAT Technologies(TATT) - 2025 Q3 - Earnings Call Presentation
2025-11-13 13:30
3 INVESTOR PRESENTATION - November 2025 November 2025 DISCLAIMER TAT Technologies Ltd. (together with its subsidiaries, the "Company", "we", "our" or "us") has filed a registration statement (including a preliminary prospectus) with the U.S. Securities and Exchange Commission (the "SEC") for the offering to which this presentation relates. The registration statement has not yet become effective. The securities proposed to be offered pursuant to such registration statement may not be sold, nor may offers to ...
Paysafe (PSFE) - 2025 Q3 - Earnings Call Presentation
2025-11-13 13:30
Financial Performance - Revenue reached $434 million, a 2% year-over-year increase, with organic growth of 6%[6] - Adjusted EBITDA was $127 million, representing a 29.2% margin[7] - Adjusted EPS increased by 37% year-over-year to $0.70[8] - Net leverage improved to 5.2x compared to 5.4x in June 2025[9] Segment Performance - Merchant Solutions revenue was $231.9 million, with organic growth of 7%[36] - Digital Wallets revenue was $205.7 million, reflecting 4% organic growth[38] - Digital Wallets had 7.1 million 3-month active users, remaining flat year-over-year[52] Regional Performance - Europe accounted for 36% of revenue, showing 14% growth (8% constant currency)[13] - US & Canada contributed 54% of revenue, with 8% growth (1% constant currency)[13] - Latin America represented 7% of revenue, with 10% normalized growth[13] Outlook and Strategy - The company updated its 2025 outlook, projecting 5% to 6% organic revenue growth[11] - The board authorized an additional $70 million for the existing share repurchase program[11] - Revised full-year 2025 revenue guidance is $1.7 billion to $1.71 billion, with an adjusted EBITDA of $425 million to $430 million[44]
Better Home & Finance pany(BETR) - 2025 Q3 - Earnings Call Presentation
2025-11-13 13:30
Company Overview and Strategy - Better Home & Finance Holding Company is positioning itself as a next-generation AI mortgage platform, aiming to simplify, speed up, and improve the mortgage experience[1, 12, 14] - The company's strategy involves expanding Tinman AI's reach beyond direct-to-consumer (D2C) into a platform and software model, addressing the mortgage industry's technology and human capital challenges[14] - The company aims to fully automate the manual aspects of the homeownership process and rapidly improve efficiency through advancements in Tinman AI[54, 55] Market Opportunity and Customer Experience - The homeownership market is enormous, with a cumulative market size of over $19 trillion[17] - The company's platform delivers a best-in-class experience, with a Net Promoter Score of 664 and a 4.1 out of 5 Trustpilot Score[19, 20] - Better Mortgage offers a broad suite of home financing solutions, including home purchase, refinance, and HELOC products[22, 29, 30, 31] Financial Performance and Partnerships - In Q3 2025, the company's total funded loan volume was $1.035 billion, with purchase volume at $774 million, HELOC volume at $183 million, and refinance volume at $44 million[48] - The company is targeting Adjusted EBITDA breakeven by the end of Q3 2026[58] - The company is actively developing new partnerships, including with a top five U S Personal Financial Services Platform and a top five U S Non-bank Mortgage Originator[50] AI and Technology - The company's proprietary AI mortgage platform, Tinman, powers its operations and drives better, faster, and cheaper customer experiences[36, 40] - Betsy, the company's AI voice-based loan assistant, has led to a ~3x increase in Loan Officer Productivity and a ~2x increase in lead-to-lock conversion to 6%, up from 3%[42] - The company expects $600 million of Tinman AI Platform volume in Q4[58]
PAVmed(PAVM) - 2025 Q3 - Earnings Call Presentation
2025-11-13 13:30
Lucid Diagnostics - EsoGuard revenue reached $1.2 million in Q3 2025, with a test volume of 2,841[9] - A MolDX Contractor Advisory Committee (CAC) meeting unanimously endorsed Medicare coverage for EsoGuard[9] - The company strengthened its balance sheet by netting approximately $27 million in proceeds from an underwritten public offering of common stock[9] Veris Health - Veris Health launched the commercial phase of its strategic partnership with OSU[11] - The company relaunched implantable physiological monitor development, targeting a 2026 FDA 510(k) submission[11] Financial Performance - The company's cash reserves were $3.103 million in 3Q25, a decrease of $901 thousand from $4.004 million in 2Q25[16] - Equity method investments in Lucid were valued at $31.615 million in 3Q25, down $4.383 million from $35.998 million in 2Q25[16] - Revenue plus management fee income was $3.155 million in 3Q25, a decrease of $991 thousand compared to $4.146 million in 3Q24[18] - The company reported a net loss of $6.011 million in 3Q25, a significant change from a net income of $60.711 million in 3Q24[18] - Non-GAAP adjusted loss was $(446) thousand in 3Q25, compared to $(5,439) thousand in 3Q24[18] - Shares outstanding increased to 23.1 million in 3Q25 from 20.1 million in 2Q25[16]
NICE(NICE) - 2025 Q3 - Earnings Call Presentation
2025-11-13 13:30
Q3 2025 Earnings Presentation ( N AS D A Q : N I C E ) Disclaimer Forward Looking Statements Disclaimer This presentation contains forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. In some cases, forward-looking statements may be identified by words such as "believe", "expect", "seek", "may", "will", "intend", "should", "project", "anticipate", "plan", and similar expressions. Forward-looking statements are based on the current beliefs, expectations ...
flyExclusive(FLYX) - 2025 Q3 - Earnings Call Presentation
2025-11-13 13:30
1 DISCLAIMERS & OTHER IMPORTANT INFORMATION flyExclusive, Inc. Q3 2025 Earnings Review November 12, 2025 FORWARD-LOOKING INFORMATION. This Presentation contains certain forward-looking statements within the meaning of the U.S. federal securities laws with respect to flyExclusive the products and services offered by flyExclusive and the markets in which it operates and flyExclusive's expectations, intentions, strategies, assumptions or beliefs about future events, results of operations or performance or that ...
Bragg Gaming (BRAG) - 2025 Q3 - Earnings Call Presentation
2025-11-13 13:30
Financial Performance - Bragg achieved a 2% year-over-year increase in Adjusted EBITDA in Q3 2025[15] - The company experienced a 5% year-over-year increase in Gross Profit in Q3 2025[15] - Bragg's revenue increased by 9% year-over-year in Q3 2025[15] - Gross Profit Margin % increased by 115 basis points year-over-year in Q3 2025[15] - Q3 2025 Adjusted EBITDA was EUR 4449 thousand, compared to EUR 4083 thousand in Q3 2024[44] Revenue Growth and Diversification - U S and Brazil focus markets saw revenue growth of 86% and 80% respectively[12, 41] - Proprietary content revenue increased by 35% year-over-year, driven by U S growth[12, 30, 41] - Non-Netherlands revenue is projected to increase to 68% of all revenue in FY 2025, up from 51% in 2022[34, 36] Product Mix and Strategy - Proprietary content accounted for 15 7% of total revenue in Q3 2025, up from 11 9% in Q3 2024[24] - PAM & Turnkey revenue was EUR 4 7 million and represented 17 7% of total revenue in 3Q25[24] - Aggregated content revenue was 52 2% of 3Q25 revenue[24]