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Raymond James Financial(RJF) - 2025 Q2 - Earnings Call Presentation
2025-04-24 01:32
Fiscal 2Q25 Results Certain statements made in this presentation and the associated conference call may constitute "forward-looking statements" under the Private Securities Litigation Reform Act of 1995. Forward-looking statements include information concerning future strategic objectives, business prospects, anticipated savings, financial results (including expenses, earnings, liquidity, cash flow and capital expenditures), industry or market conditions (including changes in interest rates and inflation), ...
Carlisle(CSL) - 2025 Q1 - Earnings Call Presentation
2025-04-24 00:55
First Quarter 2025 Earnings Call April 23, 2025 Forward Looking Statements & Non-GAAP Financial Measures This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally use words such as "expect," "foresee," "anticipate," "believe," "project," "should," "estimate," "will," "plans," "intends," "forecast," and similar expressions, and reflect our expectations concerning the future. Such statements are made b ...
Lam Research(LRCX) - 2025 Q3 - Earnings Call Presentation
2025-04-24 00:35
Lam Research Corporation March quarter 2025 financial results April 23, 2025 Cautionary statement regarding forward-looking statements This presentation and the accompanying discussion contain "forward-looking statements" under U.S. securities laws. Forward-looking statements include any statements that are not statements of historical fact. Examples of forward-looking statements include, but are not limited to: (1) anticipated business, balance sheet, cash flow and financial measures and results and relate ...
LVSC(LVS) - 2025 Q1 - Earnings Call Presentation
2025-04-24 00:27
1Q25 Earnings Presentation April 23, 2025 Forward Looking Statements This presentation contains forward-looking statements made pursuant to the Safe Harbor Provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include the discussions of our business strategies and expectations concerning future operations, margins, profitability, liquidity and capital resources. In addition, in certain portions included in this presentation, the words "anticipates," "believes," ...
IMAX(IMAX) - 2025 Q1 - Earnings Call Presentation
2025-04-23 23:25
Financial Performance & Guidance - IMAX reported Q1 2025 global box office (excluding China booking fee) of $281 million, and $298 million including it[97] - Q1 2025 total adjusted EBITDA margin was 42.7%[97] - The company's full-year 2025 guidance includes IMAX box office of $1.2 billion+, and 145-160 system installations[36] - IMAX has repurchased 19% of shares outstanding since 2020, amounting to $175 million[114, 124] Network Growth & Market Share - The IMAX network has a footprint of 1,738 systems[11] - The company has a contracted IMAX system backlog of 516 systems[11] - IMAX accounts for >50% of total global premium locations[38] - IMAX global box office market share has grown +40% since 2018 through Q1 2025[11, 13] Content & Strategy - There are a record 14+ Filmed For IMAX Hollywood titles expected in 2025[11, 13] - Q1 2025 IMAX Local Language box office is already 40% higher than FY 2024[83]
Newmont(NEM) - 2025 Q1 - Earnings Call Presentation
2025-04-23 21:22
Q1 2025 Highlights - The company delivered 1.5Moz of gold and 35kt of copper from its full portfolio[10] - The company generated a record first quarter free cash flow of $1.2B[10] - The company exceeded its divestiture target, generating >$2.5B in net cash proceeds[12] - The company executed $755M in share repurchases and $1.0B in debt retirements[12] Q1 2025 Financial Performance - The company's cash from operations was $2.0B[29] - The company's adjusted EBITDA was $2.6B[29] - The company's GAAP net income was $1.68 per share[29] - The company's adjusted net income was $1.25 per share[29] - The company's free cash flow was $1.2B[29] - The company's cash & cash equivalents were $4.7B[29] - The company's average realized gold price was $2,944 per ounce[29] - The company's gold all-in sustaining cost was $1,651 per ounce[29] Capital Allocation Strategy - The company maintained financial flexibility with cash above $3.0B target[31] - The company achieved its debt target of up to $8.0B[31] - The company's sustaining capital was $459M[31] - The company's development capital was $323M[31] - The company's common dividend was $0.25 per share[31] - The company executed $755M of a $3.0B authorized share repurchase program[31] Non-Core Divestiture Program - The company's non-core divestiture program generated up to $3.8B in total gross proceeds, including >$3.0B in cash[39]
ServiceNow(NOW) - 2025 Q1 - Earnings Call Presentation
2025-04-23 21:18
Q1 2025 Financial Performance - Subscription revenues reached $3,005 million, a 19% year-over-year increase, or 20% in constant currency[20] - Current Remaining Performance Obligations (cRPO) totaled $1031 billion, growing 22% year-over-year[20] - Remaining Performance Obligations (RPO) amounted to $221 billion, reflecting a 25% year-over-year increase, or 255% in constant currency[20] - Non-GAAP operating margin was 31%, up approximately 50 basis points year-over-year[20] - Non-GAAP free cash flow margin was 48%, an increase of approximately 100 basis points year-over-year[20] Q2 and FY 2025 Guidance - Q2 2025 subscription revenues are projected to be between $3,030 million and $3,035 million, representing a 19%-195% year-over-year increase[23] - Q2 2025 cRPO growth is expected to be 195%[23] - FY 2025 subscription revenues are guided to be between $12,640 million and $12,680 million, an 185%-19% year-over-year increase, or 195% in constant currency[23] - FY 2025 non-GAAP operating margin is expected to be 305%, an increase of approximately 100 basis points[23] - FY 2025 non-GAAP free cash flow margin is projected to be 32%, an increase of approximately 50 basis points[23] Customer and Workflow Insights - ServiceNow has approximately 8,400 global customers, with over 85% of the Fortune 500 relying on its solutions[18] - The company maintains a high renewal rate of 98%[50]
Lithia Motors(LAD) - 2025 Q1 - Earnings Call Presentation
2025-04-23 20:59
Investor Presentation Updated 04/23/2025 APRIL 2025 Disclosure Forward-Looking Statements Certain statements in this presentation, and at times made by our officers and representatives, constitute forward- looking statements within the meaning of the "Safe Harbor" provisions of the Private Securities Litigation Reform Act of 1995. Generally, you can identify forward-looking statements by terms such as "project", "outlook", "target", "may", "will", "would", "should", "seek", "expect", "plan", "intend", "fore ...
ResMed(RMD) - 2025 Q3 - Earnings Call Presentation
2025-04-23 20:37
Q3 FY2025 Earnings April 23, 2025 Presentation of financial information & forward-looking statements Historical financial and operating data in this presentation reflect the consolidated results of Resmed Inc., its subsidiaries, and its legal entities for the periods indicated. Devices Masks & Other OOH RCS 12% 12% 36% 52% Revenue by business LTM 3Q25 This presentation includes financial information prepared in accordance with accounting principles generally accepted in the United States, or GAAP, as well a ...
ASGN rporated(ASGN) - 2025 Q1 - Earnings Call Presentation
2025-04-23 20:35
Q1 2025 Earnings Supplemental Materials Safe Harbor Certain statements made in this news release are "forward-looking statements" within the meaning of Section 27A of the Securities Exchange Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking information includes estimates of the company's future financial and operating performance. Certain data and statements in this presentation, other than those setting forth strictly historical information, are fo ...