BBVA(BBVA) - 2025 Q4 - Earnings Call Presentation
2026-02-05 08:30
RESULTADOS 2025 Resultados 2025 5 febrero, 2026 RESULTADOS 2025 Disclaimer La finalidad de este documento es exclusivamente informativa y no pretende prestar un asesoramiento financiero y por lo tanto, Este documento no constituye, ni no debe ser interpretado como, una oferta de venta, intercambio o adquisición, o una invitación de ofertas para adquirir valores de cualquiera de las compañías mencionadas en él, ni para contratar ningún producto financiero. Cualquier decisión de compra o inversión en valores ...
ASE Technology Holding(ASX) - 2025 Q4 - Earnings Call Transcript
2026-02-05 08:02
ASE Technology (NYSE:ASX) Q4 2025 Earnings call February 05, 2026 02:00 AM ET Company ParticipantsAlan Patterson - AuthorGokul Hariharan - Managing DirectorJoseph Tung - CFOKen Hsiang - Head of Investor RelationsTien Wu - COOConference Call ParticipantsCharlie Chan - Executive Director and Technology Research AnalystLaura Chen - AnalystSunny Lin - Stock AnalystNone - AnalystNone - AnalystKen HsiangHello, I am Ken Hsiang, the Head of Investor Relations for ASE Technology Holding. Welcome to our fourth quarte ...
Sony Group(SONY) - 2026 Q3 - Earnings Call Transcript
2026-02-05 08:02
Sony Group (NYSE:SONY) Q3 2026 Earnings call February 05, 2026 02:00 AM ET Company ParticipantsLin Tao - Corporate Executive Officer and CFONaoya Horii - Senior VP of Corporate Planning and ControlYoshihiko Nakane - Managing Director and Chief Equity StrategistNone - Company RepresentativeConference Call ParticipantsJunya Ayada - Executive Director and Research AnalystKyosuke Katsura - Senior AnalystMikio Hirakawa - Senior Equity AnalystMinami Munakata - Equity Research AnalystTaku Umegaki - Senior AnalystY ...
ASE Technology Holding(ASX) - 2025 Q4 - Earnings Call Transcript
2026-02-05 08:02
ASE Technology (NYSE:ASX) Q4 2025 Earnings call February 05, 2026 02:00 AM ET Company ParticipantsAlan Patterson - AuthorGokul Hariharan - Managing DirectorJoseph Tung - CFOKen Hsiang - Head of Investor RelationsTien Wu - COOConference Call ParticipantsCharlie Chan - Executive Director and Technology Research AnalystLaura Chen - AnalystSunny Lin - Stock AnalystNone - AnalystNone - AnalystKen HsiangHello, I am Ken Hsiang, the Head of Investor Relations for ASE Technology Holding. Welcome to our fourth quarte ...
ASE Technology Holding(ASX) - 2025 Q4 - Earnings Call Transcript
2026-02-05 08:00
ASE Technology (NYSE:ASX) Q4 2025 Earnings call February 05, 2026 02:00 AM ET Speaker5Hello, I am Ken Hsiang, the Head of Investor Relations for ASE Technology Holding. Welcome to our fourth quarter and full year 2025 earnings release. I'm joined today by Dr. Tien Wu, our COO, and Joseph Tung, our CFO. Thank you for attending our earnings release today. Please refer to our safe harbor notice on page 2. All participants consent to having their voices and questions broadcast via participation in this event. I ...
SK Telecom (SKM) - 2025 Q4 - Earnings Call Transcript
2026-02-05 08:00
SK Telecom (NYSE:SKM) Q4 2025 Earnings call February 05, 2026 02:00 AM ET Speaker3Good morning and good evening. Thank you all for joining the conference call for the SK Telecom earnings results. This conference will start with a presentation, followed by a Q&A session. If you have a question, please press star and one on your phone during the Q&A. Now, we will begin the presentation on SK Telecom's fourth quarter of fiscal year 2025 earnings results.Speaker4Good afternoon. I am Tae-hee Kim, IR of SK Teleco ...
Sony Group(SONY) - 2026 Q3 - Earnings Call Transcript
2026-02-05 08:00
Financial Data and Key Metrics Changes - Sales of continuing operations in FY 2025 Q3 increased by 1% year-on-year to JPY 3,713.7 billion, while operating income rose by 22% to JPY 515 billion, both record highs for the third quarter [2] - Net income increased by 11% to JPY 377.3 billion [2] - Full-year sales forecast was upwardly revised by 3% to JPY 12,300 billion, operating income forecast increased by 8% to JPY 1,540 billion, and net income forecast also increased by 8% to JPY 1,130 billion [2] Business Segment Data and Key Metrics Changes - G&NS segment sales decreased by 4% year-on-year, but operating income increased by 19% due to favorable foreign exchange rates and increased sales in network services and first-party software [3] - Music segment sales increased by 13% year-on-year, with operating income rising by 9%, driven by live events and streaming revenue [6][7] - ET&S segment sales decreased by 7% year-on-year, and operating income decreased by 23% due to lower sales [12] - I&SS segment sales increased by 21% year-on-year, and operating income increased by 35%, both record highs for the segment [14][15] Market Data and Key Metrics Changes - Monthly active users across all PlayStation platforms increased by 2% year-on-year to a record high of 132 million accounts [4] - Total playtime for the quarter increased by 0.4% year-on-year [4] - The global interchangeable lens camera market demand remained strong year-on-year, particularly in Asia [13] Company Strategy and Development Direction - The company plans to enhance its music, video, and event business by leveraging Peanuts IP, aiming for long-term growth [11][12] - A strategic partnership with TCL aims to strengthen the home entertainment business through a joint venture [14][26] - The company intends to prioritize monetization of its existing install base and expand software and network service revenue in the gaming segment [5] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the uncertain business environment but expressed confidence in achieving results as the fiscal year-end approaches [17] - Concerns regarding memory supply and pricing were noted, with management indicating a focus on improving profitability and optimizing the business portfolio [23][45] - The company remains optimistic about the upcoming software lineup in the gaming and Sony Pictures segments [45] Other Important Information - The company increased its share repurchase facility from JPY 100 billion to JPY 150 billion, reflecting confidence in its business fundamentals [17][52] - The acquisition of an additional equity interest in Peanuts Holdings is expected to contribute approximately JPY 45 billion to operating income [7] Q&A Session Summary Question: About the game "Marathon" and its strategic significance - Management explained that user feedback led to modifications before the release, emphasizing the importance of live service games for recurring revenue [20] Question: Concerns about stock price performance - Management acknowledged market concerns regarding memory supply and the overall entertainment sector but emphasized a focus on improving business fundamentals [23] Question: About the strategic partnership with TCL - Management clarified that the partnership aims to optimize the home entertainment business, including TV and home audio [26] Question: Impact of rising memory prices on PS5 - Management indicated that while there may be some impact on hardware sales, the focus will remain on software and network services, which are expected to continue contributing significantly [28] Question: Music streaming revenue growth prospects - Management expressed confidence in mid to long-term growth in the music business, driven by increasing average revenue per user and user numbers [31] Question: Generative AI's impact on game development - Management views generative AI as a tool that can enhance creativity in game development, emphasizing the need for integration with human sensitivity [61]
KB Financial Group(KB) - 2025 Q4 - Earnings Call Transcript
2026-02-05 08:00
KB Financial Group (NYSE:KB) Q4 2025 Earnings call February 05, 2026 02:00 AM ET Speaker0Greetings, everyone. I am Kwon Bong-joong, Head of IR at KB Financial Group. We will now begin the 2025 full-year business results presentation. Thank you very much for participating in today's earnings release. We have here with us executives from the group, including CFO Na Sang-rok. First, our group CFO will cover 2025 full-year business results. After that, we will have a Q&A session. I will now invite our group CFO ...
Sony Group(SONY) - 2026 Q3 - Earnings Call Presentation
2026-02-05 07:00
February 5, 2026 Q3 FY2025 Consolidated Financial Results (Three months ended December 31, 2025) Sony Group Corporation Changes in Disclosure Classification of Consolidated Results Changes in Disclosure Classification of Consolidated Results Previous Disclosure Classification Disclosure Classification Before the Execution of the Spin-off (1H FY25) Disclosure Classification After the Execution of the Spin-off (2H FY25) FY24*1 FY25 G&NS Music Pictures ET&S I&SS All other / Corporate and elimination*2 Financia ...
KB Financial Group(KB) - 2025 Q4 - Earnings Call Presentation
2026-02-05 07:00
2025 Business Results February 2026 Disclaimer 1. The consolidated financial information of KB Financial Group Inc. (the "Group") presented herein is based on the Korean International Financial Reporting Standards(K-IFRS). It is currently being audited by the Group's independent auditor, and accordingly, is subject to change. 2. The consolidated financial information for 2022 and 2023 presented herein have been restated retrospectively based on the FSS's response to inquiry on Korean IFRS17(K-IFRS) 3. From ...