Q1 2025 Earnings Presentation May 8, 2025 S A F E H A R B O R This presentation contains forward-looking statements regarding our future business expectations, including but not limited to our guidance relating to our revenue, adjusted EBITDA, and adjusted EBITDA margin for the second quarter of 2025 and capex for the full year 2025, our expectations regarding our free cash flow, capital expenditures, future hiring, future market growth, our long-term revenue growth and our ability to gain market share. The ...

Q1 2025 Earnings Presentation May 8, 2025 © 2025 Illumina, Inc. All rights reserved. Cautionary Notes This release may contain forward-looking statements that involve risks and uncertainties. Among the important factors to which our business is subject that could cause actual results to differ materially from those in any forward-looking statements are: (i) changes in the rate of growth in the markets we serve; (ii) the volume, timing and mix of customer orders among our products and services; (iii) our abi ...

First Quarter 2025 Earnings Presentation May 9, 2025 This presentation may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements may include, without limitation, any statements preceded by, followed by or including words such as "target," "believe," "expect," "aim," "intend," "may," "anticipate," "assume," "budget," "continue," "estimate," "future," "objective," "outlook," "plan," "potential," "predict," "project," "will," "can have," ...

Note regarding forward-looking statements This presentation and other oral or written statements that we make from time to time may contain information that includes or is based upon forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements involve substantial risks and uncertainties. We have tried, wherever possible, to identify such statements using words such as "anticipate," "estimate," "expect," "project," "may," "will," "coul ...

Supplemental Information First Quarter 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." The information contained on, or accessible through, any websites included in this Presentation is not incorporated by reference into, and should not be considered a part of, this Presentation. FORWARD-LOOKING STATEMENTS. ...

Progyny (PGNY) Q1 2025 Earnings Call May 08, 2025 04:45 PM ET Speaker0 Good day, ladies and gentlemen, and welcome to the Progyny Inc. First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are on a listen only mode and the floor will be open for questions and comments after the presentation. It is now my pleasure to turn the floor over to your host, James Hart. James, the floor is yours. Speaker1 Thank you, Tom, and good afternoon, everyone. Welcome to our first quarter c ...

HCI Group (HCI) Q1 2025 Earnings Call May 08, 2025 04:45 PM ET Speaker0 Good afternoon, and welcome to HAI Group's First Quarter twenty twenty five Earnings Call. My name is Ali, and I will be your conference operator. At this time, all participants will be in a listen only mode. Before we begin today's call, I would like to remind everyone that this conference call is being recorded and will be available for replay through 06/07/2025, starting later today. The call is also being broadcast live via webcast ...

Investor Presentation | May 2025 Safe Harbor This presentation contains "forward-looking statements" as defined in the U.S. Private Securities Litigation Reform Act of 1995. You are cautioned not to rely on these forward-looking statements. These statements are based on current expectations of future events. If underlying assumptions prove inaccurate or known or unknown risks or uncertainties materialize, actual results could vary materially from the expectations and projections of Harrow, Inc. (the "Compan ...

1Q 2025 Earnings Review May 8, 2025 Change in presentation currency The Group has adopted a change in presentation currency from Euros to USD effective as at January 1, 2025. Accordingly, the comparatives have been re-presented retrospectively as if the new presentation currency had always been the presentation currency. Assets and liabilities previously reported in Euros have been converted to USD as at December 31, 2024, using the period end foreign exchange rates of the underlying functional currency of ...

Financial Data and Key Metrics Changes - Onto Innovation achieved a record revenue of $267 million for the first quarter, representing a 17% increase year-over-year and a 28% increase in EPS compared to the prior year [4][11] - The company reported an operating cash flow of $92 million, which is 35% of revenue, and free cash flow of $84 million, or 31% of revenue, converting 100% of operating income into cash [11][13] - Gross margin for the first quarter was 55%, slightly above the guidance range of 54% to 56% [12] Business Line Data and Key Metrics Changes - Revenue from Advanced Nodes was $93 million, a 96% increase over Q4, representing 35% of total revenue [11] - Specialty Devices and Advanced Packaging revenue decreased by 24% from Q4 to $129 million, accounting for 48% of revenue [12] - Software and Services revenue was $44 million, down 5% compared to Q4, representing 17% of revenue [12] Market Data and Key Metrics Changes - The Advanced Nodes market showed significant growth, driven by increased investments in AI compute engines and cloud servers [4] - Specialty device and advanced packaging markets experienced a decline, but long-term outlooks for AI packaging are improving [7][16] Company Strategy and Development Direction - The company is accelerating strategic programs to improve business continuity by establishing manufacturing capabilities in Asia, with shipments expected to begin in the second half of 2025 [5] - Onto Innovation is focusing on new product innovations in 2D inspection, 3D metrology, and optical metrology to support advancements in AI and cloud applications [18] Management's Comments on Operating Environment and Future Outlook - Management anticipates a moderate decline in revenue from advanced node customers in Q2 due to timing of investments, but expects growth to resume in Q4 [15][17] - The company is preparing for potential impacts from tariffs but currently does not foresee significant effects on shipments [30] Other Important Information - The company ended Q1 with cash and short-term investments of $851 million, with inventory levels expected to remain flat in Q2 [12][13] - The effective tax rate for the full year is expected to be between 14% to 16% [14] Q&A Session Summary Question: Impact of high bandwidth memory digestion - Management noted no significant changes in the HBM market, with continued investments and product adoptions ongoing [21][23] Question: Guidance for advanced packaging and specialty devices - Management indicated that advanced packaging is facing tough comparisons and tool allocation issues, leading to short-term degradation [25][26] Question: Impact of reciprocal tariffs - Management stated that there has been no current impact from reciprocal tariffs, with exceptions made for semiconductor equipment by China [29][30] Question: Performance of the new 2.5D tool - Management expressed confidence in the new tool's performance, which has been developed to meet evolving customer requirements [35][37] Question: Clarification on Q3 revenue expectations - Management clarified that Q3 is expected to be a low point for total revenue, with advanced nodes also anticipated to decline [42][43] Question: Update on lithography and packaging trends - Management reported strong interest in wide field high-resolution optics and panel packaging, with developments still in R&D stages [47][48] Question: 2.5D packaging platform performance - Management confirmed that while existing equipment met specifications, evolving customer requirements necessitated a new platform for better performance [51][52]