Financial Performance & Growth - Zoom's CFO highlights the company's AI-first vision, focus on innovation, growth acceleration, profitability, and shareholder value creation[20] - Zoom is experiencing accelerating growth driven by enterprise progress, online stabilization, product diversification, new routes to market, and AI monetization[47, 55] - Online revenue growth is stabilizing, moving from -8% to flat[59] - Enterprise revenue continues to drive growth, with implied revenue share increasing from 58% to 60%[65] - The number of customers contributing over $100k in TTM (Trailing Twelve Months) revenue is increasing, representing 32% of total revenue[69, 70] - Zoom maintains strong non-GAAP gross margins of approximately 79%, with a target of 80%[102] - Zoom's non-GAAP operating margin is around 39%[102] - Zoom has executed a $2.7 billion buyback program ahead of schedule, leading to a YoY dilution of -1.9%[103] Product Diversification & AI Innovation - Zoom is diversifying its product set, with Workplace, Phone, and ZCX & Workvivo experiencing growth[77] - Millions of users are actively using AI, with a 4x YoY increase in monthly active users (MAUs)[80, 123] - Zoom is evolving its AI capabilities with AI Companion 2.0, enhancing user capabilities and workflows[122]

Financial Performance - monday com's Annual Recurring Revenue (ARR) exceeded $12 billion in H1 FY'25[23] - The company achieved a revenue growth of 28% in H1 FY'25[23] - Adjusted free cash flow margin was 30% in H1 FY'25[23] - Non-GAAP operating margin was 15% in H1 FY'25[23] - The company's cash and cash equivalents amounted to $16 billion[23] Customer Acquisition and Expansion - The company has over 250,000 customers[23] - Monthly Active Paying People (MAPP) reached approximately 25 million[23] - Only 6% of accounts have adopted more than one product, indicating a significant cross-sell opportunity[31, 61] - Accounts with multi-product adoption show a 25x uplift to Average Contract Value (ACV)[188, 220] AI and Product Innovation - AI is accelerating adoption and efficiency across monday com's products[61] - monday CRM reached $100 million ARR in just three years[30, 173] - monday Service is the fastest-growing product ever[30, 173] Go-to-Market Strategy - New accounts average contract value (ACV) increased by 38% from H1'21 to H1'25[38] - Customers with over $500k ARR have grown significantly, with a CAGR of 115% since H1'21[40]

Investor Day 2025 September 17 | New York City 1 2025 Investor Day INTRODUCTION Welcome & Opening Remarks Noah Weiss Vice President, Investor Relations & Corporate Communications 2025 Investor Day 2 2 Forward-looking statements This presentation contains or may contain 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. Ingredion intends these forward-looking statements to be covered by th ...

Financial Performance - General Mills' Q1 Fiscal Year 2026 net sales reached $4518 million, a decrease of 7% compared to the previous year[82] - Organic net sales decreased by 3%[82] - Adjusted operating profit was $711 million, an 18% decrease[82] - Adjusted diluted EPS was $0.86, a 20% decrease[82] - The company reaffirms its full-year fiscal 2026 outlook, expecting organic net sales growth between -1% and +1%, adjusted operating profit growth between -15% and -10%, and adjusted diluted EPS growth between -15% and -10%[10, 77] Segment Performance - North America Retail organic net sales decreased by 5%[88] - North America Pet organic net sales decreased by 5%[91] - North America Foodservice organic net sales increased by 1%[93] - International organic net sales increased by 4%[95] Strategic Initiatives - The company is focused on restoring volume-driven organic sales growth[8, 116] - General Mills aims to return North America Retail to volume growth by investing in remarkable experiences to strengthen pound share and household penetration[20] - The company intends to accelerate N A Pet growth with an expanded portfolio, growing Core Blue Buffalo and driving category expansion opportunities[21, 22] - General Mills is driving efficiencies to reinvest in growth, delivering best-in-class HMM cost savings and executing a global transformation initiative[24]

Market Opportunity and Growth - The data management software market is massive, exceeding $100 billion and continuing to grow[13] - MongoDB projects its revenue to be between approximately $2.34 billion and $2.36 billion, representing a year-over-year change of 17% to 18%[190] - MongoDB's Atlas revenue grew 29% quarter-over-quarter, demonstrating accelerated growth[188] - Customers with at least one AI use case contribute approximately 30% of Atlas ARR[32, 33] Product and Competitive Positioning - MongoDB is transitioning from stage 2.0 (~$40 million to ~$2 billion revenue) to stage 3.0 (~$2 billion to $5 billion+ revenue), focusing on redefining the database for the AI era[19, 20, 24] - MongoDB 8.0 achieved over 66% adoption among Atlas clusters and showed more than 2x faster adoption than version 7.0[62] - Customers using at least one additional capability of the Atlas platform account for 70% of total Atlas ARR[44] - Customers originally sourced through the self-serve channel account for 25% of customers with >$1 million ARR[167] Financial Performance and Targets - MongoDB's Q2 operating margin was 15%, showcasing leverage in the business model[188] - The company's cash conversion rate was 83% in Q2, indicating year-over-year improvement[188] - MongoDB aims for long-term financial targets including high teens average revenue growth, 20%+ operating margin, and 80%+ free cash flow conversion within 3-5 years[238]

Company Overview - Columbus McKinnon (CMCO) has a total addressable market of $20 billion[7] - CMCO's net sales are approximately $1 billion[7] - CMCO's 5-year sales growth CAGR is approximately 4%[7] - CMCO's adjusted EBITDA margin is approximately 15-16%[7] Kito Crosby Acquisition - Kito Crosby's 2024 revenue was $1.1 billion[35] - Kito Crosby's revenue CAGR from 2021 to 2024 was 7%[35] - Kito Crosby serves over 600,000 end-users[35] Financial Performance - In FY24, CMCO's net income was $46.625 million, with an adjusted EBITDA of $166.653 million and an adjusted EBITDA margin of 16.4%[52] - In FY25, CMCO's net loss was $5.138 million, with an adjusted EBITDA of $150.495 million and an adjusted EBITDA margin of 15.6%[52] - In Q2 FY26, CMCO's net loss was $15.665 million, with an adjusted EBITDA of $143.765 million and an adjusted EBITDA margin of 15.0%[52]

Rithm Capital Rithm Capital to Acquire Paramount Group, Inc. 2 Transaction Highlights September 17, 2025 Disclaimers IN GENERAL. This disclaimer applies to this document and the verbal or written comments of any person presenting it. This document, taken together with any such verbal or written comments, is referred to herein as the "Presentation." FORWARD-LOOKING STATEMENTS. Certain statements regarding Rithm Capital Corp. (together with its subsidiaries, "Rithm," "Rithm Capital," the "Company" or "we") in ...

This document has been prepared by Innate Pharma S.A. (the "Company") solely for the purposes of a presentation to investors concerning the Company. This document is not to be reproduced by any person, nor to be distributed. This document contains forward-looking statements. The use of certain words, including "believe," "potential," "expect" and "will" and similar expressions, is intended to identify forward-looking statements. Although the Company believes its expectations are based on reasonable assumpti ...

HTOO 1H 2025 Investor Update September 17th, 2025 Use of Social Media as a Source of Material News The Company uses, and will continue to use, its LinkedIn profile, website, press releases, and various social media channels, as additional means of disclosing information to investors, the media, and others interested in the Company. It is possible that certain information that the Company posts on social media or its website, or disseminates in press releases, could be deemed to be material information, and ...

VALOR Study Topline Results - The VALOR study of Brepocitinib in Dermatomyositis (DM) succeeded with highly significant, robust, and consistent data across primary and all key secondary endpoints[18] - A consistent dose response was observed between 15 mg and 30 mg, establishing 30 mg as the optimal dose[18] - Brepocitinib 30 mg showed a mean TIS of 46.5, a delta of >15 points (p=0.0006) relative to placebo at week 52 (TIS of 31.2)[18] - Over two-thirds (68%) of brepocitinib 30 mg patients experienced at least a moderate response (TIS40), compared to 44.3% on placebo[37,61] - Nearly half (46.1%) of brepocitinib 30 mg patients experienced a major response (TIS60), compared to 26.4% on placebo[37,61] - Median time to a TIS40 response was approximately 2 months[18] - At week 52, 54.3% of patients achieving TIS40 Response + ≤2.5 mg OCS on Brepocitinib 30mg vs 26.6% on Placebo[61] - At week 52, CDASI-A change from baseline at -11.7 for Brepocitinib 30mg vs -7.0 for Placebo[61] Safety and Regulatory - The safety profile of Brepocitinib 30 mg in VALOR was consistent with prior clinical studies[18] - FDA filing is planned for the first half of 2026[18]