Arrow Electronics(ARW) - 2025 Q3 - Earnings Call Presentation
2025-10-30 20:30
Safe harbor This presentation includes "forward-looking statements," as the term is defined under the federal securities laws. Forward-looking statements are those statements which are not statements of historical or current fact. These forward-looking statements can be identified by forward-looking words such as "expects," "anticipates," "intends," "plans," "may," "will," "would," "could," "believes," "seeks," "projected," "potential," "estimates," and similar expressions. Such forward-looking statements i ...
Gilead(GILD) - 2025 Q3 - Earnings Call Presentation
2025-10-30 20:30
Financial Performance - Total product sales excluding Veklury increased by 4% year-over-year to $7.1 billion[8], driven by the strength of the HIV portfolio[8] - Total HIV product sales also increased by 4% year-over-year[8], with Biktarvy up by 6%[8] and Descovy up by 20%[8], and Yeztugo sales of $39 million[8] - Non-GAAP diluted EPS was $2.47, or $2.22 excluding non-recurring revenue[8] - Livdelzi sales grew 35% quarter-over-quarter to $105 million[61] - Veklury sales decreased by 60% year-over-year due to fewer COVID-19 related hospitalizations[60], resulting in $400 million lower sales[60] Product and Pipeline Updates - Yeztugo achieved 75% payer access in the U S [8], with a target of 90% by the end of Q226[8] - The European Commission approved Yeytuo, a twice-yearly injection for HIV prevention[8] - Trodelvy sales increased by 7% year-over-year[8], driven by higher demand[34] - Cell Therapy sales decreased by 11% year-over-year[8] due to competitive headwinds[37] - The company expects HIV business to grow approximately 5% year-over-year, revised from a prior guidance of approximately 3%[17]
DexCom(DXCM) - 2025 Q3 - Earnings Call Presentation
2025-10-30 20:30
Dexcom Dexcom earnings Q3 2025 nigbetes Nasdag Safe harbor statement This presentation contains "forward-looking statements" that are based on our management's beliefs and assumptions and on information available to management as of October 30, 2025. We intend for such forward-looking statements to be cavered by the sofe harlpor provisions for forward-looking statements contained in the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements include information conceening our possi ...
First Solar(FSLR) - 2025 Q3 - Earnings Call Presentation
2025-10-30 20:30
First Solar Q3'25 Earnings Call October 30, 2025 | Third Quarter 2025 Update © 2025 Copyright First Solar, Inc. 1 | Important Information Cautionary Note Regarding Forward Looking Statements This presentation contains forward-looking statements which are made pursuant to safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements in this presentation, other than statements of historical fact, are forward-looking statements. These forward-looking statements include, but are ...
Grid Dynamics(GDYN) - 2025 Q3 - Earnings Call Presentation
2025-10-30 20:30
Company Overview and Strategy - Grid Dynamics is a technology consulting, platform & product engineering, AI, and digital engagement services provider for Fortune 1000 corporations[8] - The company's DNA is centered around technology and innovation, positioning it as a strategic partner for global enterprises[18] - Grid Dynamics is pursuing a "GigaCube" strategic initiative to reach $1 billion in annual revenue through geographic scalability, innovation, and industry expansion[52] Financial Performance and Expectations - Q3 2025 revenue reached $104.2 million, representing a 19.1% year-over-year increase[60] - The company's Q4 2025 revenue expectations are between $105 million and $107 million[11] - Non-GAAP EBITDA for Q3 2025 was $12.7 million, which is 12.2% of revenue[60] - Non-GAAP net income for Q3 2025 was $8.2 million, or $0.09 EPS[60] AI and Technology Focus - Grid Dynamics has 9 years of experience in delivering AI solutions for enterprises[29] - The company has over 40 proprietary accelerators that reduce Fortune 1000 implementation time by approximately 50%[40] - The global AI IT consulting services spending is projected to be approximately $48 billion in 2025, growing to approximately $85 billion in 2028[33] Client Base and Growth - The company has a blue-chip client base with high client retention[17] - Revenue growth from mature clients (relationship length > 2 years) accounts for 85% of the company's organic growth[47] - Partner-influenced revenues have increased from less than 1% to 18% over the past 3 years[51]
ResMed(RMD) - 2026 Q1 - Earnings Call Presentation
2025-10-30 20:30
Financial Performance - Q1 FY26 - Revenue increased to $13356 million from $12245 million in Q1 FY25[34], representing an increase of approximately 9% - GAAP gross margin increased from 586% in Q1 FY25 to 615% in Q1 FY26[37] - Non-GAAP gross margin increased from 592% in Q1 FY25 to 620% in Q1 FY26[37] - GAAP operating income increased from $3873 million in Q1 FY25 to $4465 million in Q1 FY26[38] - Non-GAAP operating income increased from $4064 million in Q1 FY25 to $4821 million in Q1 FY26[38] - GAAP EPS increased from $211 in Q1 FY25 to $237 in Q1 FY26[40] - Non-GAAP EPS increased from $220 in Q1 FY25 to $255 in Q1 FY26[40] Business Segments & Regions - LTM 1Q26 - Devices accounted for 52% of revenue, Masks and Other for 36%, and RCS for 12%[8] - U S, Canada, & Latin America accounted for 58% of revenue, Europe, Asia, & Other for 30%, and RCS (U S & Germany) for 12%[10] Financial Strength - Free cash flow totaled approximately $18 billion for LTM Q1 FY26[50], up approximately 31% year-over-year[50] - The company has a net cash position of $715 million as of Q1 FY26[50]
IDACORP(IDA) - 2025 Q3 - Earnings Call Presentation
2025-10-30 20:30
Earnings Performance - IDACORP's net income for the three months ended September 30, 2025, was $124.437 million, compared to $113.605 million for the same period in 2024[13] - Diluted earnings per share increased to $2.26 for the three months ended September 30, 2025, from $2.12 in 2024[13] - For the nine months ended September 30, 2025, net income was $279.865 million, up from $251.298 million in 2024[13] - Diluted earnings per share for the nine months ended September 30, 2025, were $5.13, compared to $4.82 in 2024[13] Load and Customer Growth - The 2025 Integrated Resource Plan (IRP) forecasts an 8.3% annual growth rate for retail sales (billed MWh) over the next 5 years[14] - The 2025 IRP forecasts a 5.1% annual growth rate for annual peak demand over the next 5 years[14] - Idaho Power customer growth was 2.3% year-over-year as of September 30, 2025[17] Rate Case Settlement - A settlement has been reached for Idaho General Rate Case, requesting a $110 million increase in total annual Idaho-jurisdictional revenue, equivalent to a 7.48% rise, pending IPUC approval[29] - The settlement provides for a 9.6% Idaho-jurisdiction return on equity (ROE) and a 7.41% authorized rate of return applied to an Idaho-jurisdiction retail rate base of approximately $4.9 billion[29] Financial Outlook - IDACORP's earnings per share guidance for 2025 is $5.80 - $5.90 per diluted share[43] - Idaho Power's additional amortization of ADITC is estimated to be $50 - $60 million[43] - Idaho Power's O&M expense is projected to be $470 - $480 million[43]
Asure Software(ASUR) - 2025 Q3 - Earnings Call Presentation
2025-10-30 20:30
Payroll & HR Solutions Investor Presentation October 2025 : ASUR 1 Safe Harbor Statement (Under the Private Securities Litigation Reform Act of 1995) Forward-Looking Statements This presentation contains certain statements made by management that may constitute "forward-looking" statements within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements about our financial results may include expected or projected U.S GAAP and ot ...
Riot Platforms(RIOT) - 2025 Q3 - Earnings Call Presentation
2025-10-30 20:30
Data Center Development - Riot initiated core & shell development of the first two buildings at the Corsicana Data Center campus, representing 112 MW of critical IT load capacity[9] - Riot acquired an additional 67 acres of land adjacent to the Corsicana site for $40 million, simplifying the development of the full 1 GW of power capacity[17, 29] - The Corsicana site is planned to be developed over two phases, with Phase 1 providing 504 MW of total critical IT load capacity[32, 34] - Forecasted capital expenditures of $214 million over the next 18 months for the core & shell development of two buildings at Corsicana, representing $19 million per critical IT MW[37] Financial Performance - Riot Platforms reported total revenue of $180 million in Q3 2025, an 18% increase quarter-over-quarter[49] - Net income was $104 million, representing a 58% margin, with earnings per share of $026[49] - Adjusted EBITDA was $197 million, adjusted for non-cash and unusual items[49] - The net cost of power was 32 c/kWh, 16% lower than real-time prices in Load-Zone South[49] - Riot produced 1,406 BTC in Q3 2025, with a daily production of 153 BTC per day[51] - Riot held 19,287 BTC with a quarter-end value of $22 billion[51]
OneSpan (OSPN) - 2025 Q3 - Earnings Call Presentation
2025-10-30 20:30
Investor Presentation – Q3 2025 October 30, 2025 Forward Looking Statements This presentation contains forward-looking statements within the meaning of applicable U.S. securities laws, including statements regarding our 2025 financial guidance, our plans to drive profitable, efficient revenue growth, and our general goals and expectations regarding our operational or financial performance in the future. Forward-looking statements may be identified by words such as "seek", "believe", "plan", "estimate", "ant ...