monday.com(MNDY) - 2024 Q4 - Earnings Call Presentation
2025-02-10 13:15
Q4 FY24 Earnings Safe harbor This presentation has been prepared by monday.com Ltd. ("we," "us," "our," "monday.com" or the "Company"). This presentation (including oral commentary that accompanies 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 and market positioning. These forward- looking statements are made as of the ...
Incyte(INCY) - 2024 Q4 - Earnings Call Presentation
2025-02-10 13:08
2024 Fourth Quarter & Full-Year Financial and Corporate Update February 10th, 2025 Fourth Quarter & FY 2024 Earnings Call Agenda Ben Strain Head of Investor Relations Introduction Hervé Hoppenot Chief Executive Officer Key Highlights & Commercial Review Pablo Cagnoni R&D Update President, Head of Research & Development Christiana Stamoulis Chief Financial Officer Financial Review Available for Q&A Matteo Trotta General Manager, U.S. Dermatology Steven Stein Chief Medical Officer 2 Forward Looking Statements ...
Quick Take_ Humanoid Robots – What to expect from Figure AI in 29 days
AIRPO· 2025-02-10 08:58
Quick Take: Humanoid Robots – What to expect from Figure AI in 29 days Jay Huang, Ph.D. +852 2918 5746 jay.huang@bernsteinsg.com QUICK TAKE 6 February 2025 Asian Industrial Technology Dien Wang, Ph.D. +852 2918 5743 dien.wang@bernsteinsg.com See the Disclosure Appendix of this report for required disclosures, analyst certifications and other important information. Alternatively, visit our Global Research Disclosure Website. First Published: 06 Feb 2025 07:45 UTC Completion Date: 06 Feb 2025 07:45 UTC www.be ...
Arm Holdings Plc_ Solid Dec-Qtr Results_In-Line Guide; Licensing _ Design Engagement Pipeline Continues To Expand On AI_Systems Solutions Focus. Thu Feb 06 2025
-· 2025-02-10 08:58
J P M O R G A N North America Equity Research 06 February 2025 Arm Holdings Plc Solid Dec-Qtr Results/In-Line Guide; Licensing / Design Engagement Pipeline Continues To Expand On AI/ Systems Solutions Focus Arm delivered solid F3Q25 (Dec-Qtr) results - better revenues, margins, and EPS - driven by better than expected licensing (higher value-added cores/CSS engagements) and royalties (seasonal mobile trends, early recovery in IoT / networking, strong cloud, increasing CSS mix). For the Mar-Qtr, rev/EPS was ...
China Coal Energy Co., Ltd._ Risk Reward Update
China Securities· 2025-02-10 08:58
February 6, 2025 09:19 AM GMT China Coal Energy Co., Ltd. | Asia Pacific Risk Reward Update What's Changed | China Coal Energy Co., Ltd. (1898.HK) | From | To | | --- | --- | --- | | Price Target | HK$8.50 | HK$9.12 | | Bull Case | HK$10.60 | HK$11.37 | | Base Case | HK$8.50 | HK$9.12 | | Bear Case | HK$5.22 | HK$5.60 | | Updated Components | | | | EPS | | | | Bull Base Bear Scenarios | | | Risk Reward for China Coal Energy Co., Ltd. (1898.HK) has been updated Reason for change We raise our 2024-26 net prof ...
Qualcomm (QCOM US)_Hold_ Headwinds and tailwinds in the balance in FY25e
Heuritech· 2025-02-10 08:58
6 February 2025 Qualcomm (QCOM US) Hold: Headwinds and tailwinds in the balance in FY25e Strong 1Q25 beat with better-than-expected 2Q25 guidance: 1Q25 (FYe Sep) revenue of USD11.7bn (vs HSBCe/Visible Alpha consensus of USD11bn and company guidance of USD10.9bn) was led by stronger-than-expected momentum in all segments including smartphones, auto and IoT. IoT revenues had the strongest beat of 13%/11% vs HSBCe/consensus. Handsets revenue of USD7.6bn was up 24% q-o-q and a beat vs HSBCe/consensus of USD7.1b ...
Emerging Markets Economics_ EM Under “America First Trade Policy”_ What’s Next, Who’s Exposed_
Amazon&shein· 2025-02-10 08:58
V i e w p o i n t | 06 Feb 2025 12:06:57 ET │ 20 pages Emerging Markets Economics EM Under "America First Trade Policy": What's Next, Who's Exposed? wei.zheng.kit@citi.com CITI'S TAKE Early weeks of Trump's 2nd administration show greater uncertainty, bolder (and less targeted) tariff threats, a US foreign policy that appears more assertive, and China showing signs it wants to negotiate. What's next? We assess impact of targeted tariffs on semiconductors, pharmaceuticals, and steel & aluminum. We also asses ...
China Battery Materials_ Lithium into 1st week of Feb - Downstream extended the resilience albeit inched down during CNY
-· 2025-02-10 08:58
Flash | 06 Feb 2025 10:03:30 ET │ 12 pages China Battery Materials Lithium into 1st week of Feb – Downstream extended the resilience albeit inched down during CNY CITI'S TAKE Latest weekly inventory was largely flattish vs end of Jan, mainly attributable to the production cut & resilient downstream demand amidst the CNY period. Our channel check with ZE Consulting suggests that Top- 5 battery makers' Jan-25 production pipeline was flattish MoM to Dec-24 and +89% YoY. In the meantime, the production pipeline ...
Tracking Global Industrial Indicators
Global Shop Solutions· 2025-02-10 08:58
USA | Multi-Industrials Tracking Global Industrial Indicators In this note, we review recent manufacturing data points from across the globe. Bottom Line. Commentary from recent earnings reports has suggested the beginning of a US industrial recovery in 2025 as customer sentiment and order trends show improvement despite a weaker end to 2024 (read more HERE). PMIs have also cited an improving demand backdrop as new orders gain momentum. We believe the backdrop for US manufacturers could grow increasingly po ...
Investor Presentation_ New Economy Webcast_ DeepSeek Impact on Asia AI Supply Chain
AIRPO· 2025-02-10 08:58
February 6, 2025 02:28 PM GMT Investor Presentation | Asia Pacific M Update New Economy Webcast: DeepSeek Impact on Asia AI Supply Chain Morgan Stanley Taiwan Limited+ Charlie Chan Equity Analyst Charlie.Chan@morganstanley.com +886 2 2730-1725 Daniel Yen, CFA Equity Analyst Daniel.Yen@morganstanley.com +886 2 2730-2863 Morgan Stanley Asia Limited+ Daisy Dai, CFA Equity Analyst Daisy.Dai@morganstanley.com +852 2848-7310 Duan Liu Equity Analyst Duan.Liu@morganstanley.com +852 2239-7357 Greater China Technolog ...