Volvo Car (OTCPK:VLVC.Y) Update / Briefing November 06, 2025 03:00 AM ET Speaker1Warm welcome to Volvo Cars in our studio here in Stockholm. Before we kick off today, I just wanted to share some practicalities. First of all, we have the emergency exits behind you. We have restrooms right over here in the corner, on this floor, and then we have restrooms on the second floor as well. This meeting is live streamed. Those online, you have a little chat box just below the stream. You can start posting questions. ...

Third Quarter 2025 Forward looking statements and non-IFRS measures This document may contain forward-looking statements that may or may not prove accurate. For example, statements regarding expected revenue growth and trading profit margins, market trends and our product pipeline are forward-looking statements. Phrases such as "aim", "plan", "intend", "anticipate", "well-placed", "believe", "estimate", "expect", "target", "consider" and similar expressions are generally intended to identify forward-looking ...

Financial Data and Key Metrics Changes - The company reported third-quarter revenue of NT 57.92 billion, marking a 4.2% increase year-over-year and the highest third-quarter revenue in nine years [17] - Operating income rose by 6.4%, while net income increased by 4.8% year-over-year, reflecting strong performance across mobile and fixed broadband services [17][18] - Earnings per share (EPS) increased from NT 1.16 to NT 1.22, the highest third-quarter EPS in eight years [18] - EBITDA recorded a 4% gain, reaching NT 22.11 billion, with an EBITDA margin of 38.17%, consistent with the previous year [18][19] Business Line Data and Key Metrics Changes - Mobile revenue market share climbed to 40.8%, with a subscriber share of 39.4%, a 1.6 percentage point year-over-year increase [7] - Fixed broadband revenue grew by 3.2% year-over-year, driven by high-speed migration and promotional efforts [8] - Consumer application services saw a 22% year-over-year growth in multi-play packages, while video services fluctuated due to the previous year's Olympic broadcasts [9] - The enterprise ICT business reported a 14% year-over-year increase in revenue, with significant growth in recurring ICT revenue [10] Market Data and Key Metrics Changes - The 5G subscriber market share rose to 38.8%, with a penetration rate of 44.7% among smartphone users [7] - The US subsidiary achieved 70% year-over-year revenue growth, driven by a construction project for a Taiwan-based high-tech company [12] - Southeast Asia markets are thriving, with successful introductions of proprietary solutions in Thailand and other regions [13] Company Strategy and Development Direction - The company emphasizes group expansion and AI-related initiatives as critical for mid-term to long-term development [3] - Recent achievements include the successful public listing of Chunghwa Telecom Security and the launch of Event AI, focusing on monetizing AI innovation [4] - The company is committed to ESG practices, having issued a TWD 3.5 billion sustainability bond to promote environmental projects [5] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year financial results, supported by leadership across all business segments [3] - The company highlighted its commitment to social responsibility, particularly in restoring communication during natural disasters [5] - Management noted the positive trajectory in mobile and fixed broadband services, expecting continued growth in Taiwan's favorable market landscape [8] Other Important Information - The company holds the largest portfolio of AI-related patents in the industry, providing a solid base for future development [4] - The successful introduction of smart city solutions and cybersecurity services to international markets demonstrates the company's global expansion efforts [13] Q&A Session Summary Question: What is the driver of the international project business? - The international business is driven by opportunities in the US and Japan, particularly in the AI supply chain and high-tech company projects [27][28] - The introduction of smart city-related projects and proprietary solutions in Southeast Asia is also a significant growth driver [30]

Financial Data and Key Metrics Changes - The company reported third-quarter revenue of NTD 57.92 billion, marking a 4.2% year-over-year increase and the highest third-quarter revenue in nine years [17] - Operating income rose by 6.4%, while net income increased by 4.8% year-over-year, reflecting strong performance across mobile and fixed broadband services [17][18] - Earnings per share (EPS) increased from NTD 1.16 to NTD 1.22, the highest third-quarter EPS in eight years [18] Business Line Data and Key Metrics Changes - Mobile revenue market share reached 40.8%, with a subscriber share of 39.4%, a 1.6 percentage point year-over-year increase [7] - Fixed broadband revenue grew by 3.2% year-over-year, driven by high-speed migration and promotional success [8] - Consumer application services saw a 22% year-over-year growth in multi-play packages, while cybersecurity services recorded a 17% year-over-year growth [9][10] Market Data and Key Metrics Changes - The 5G subscriber market share rose to 38.8%, with a penetration rate of 44.7% among smartphone users [7] - The U.S. subsidiary achieved 70% year-over-year revenue growth, primarily from a construction project in Texas [12] - Southeast Asia markets are thriving, with successful introductions of proprietary solutions in Thailand and other regions [14] Company Strategy and Development Direction - The company emphasizes group expansion and AI-related initiatives as critical for mid-term to long-term development [3] - A new subsidiary, Event AI, was launched to monetize AI innovations, and the company holds the largest portfolio of AI-related patents in the industry [4] - The company is committed to ESG practices, having issued a TWD 3.5 billion sustainability bond to promote environmental projects [5] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year financial results, supported by leadership across all business segments [3] - The company highlighted its commitment to social responsibility, demonstrated during a catastrophic typhoon in Taiwan [5] - The favorable mobile market landscape in Taiwan is expected to support continued positive growth [8] Other Important Information - The company completed the public listing of its cybersecurity subsidiary in September and plans for an upcoming IPO of International Integrated Systems [4] - The company secured significant projects, including a large-scale network infrastructure project from a leading life insurance company in Taiwan [11] Q&A Session Summary Question: What is the driver of the international project business? - The international business is driven by opportunities in the U.S. and Japan, particularly in the AI supply chain, with successful introductions of cybersecurity services in Southeast Asia [27][28]

Financial Data and Key Metrics Changes - The company reported third-quarter revenue of NT 57.92 billion, marking a 4.2% increase year-over-year and the highest third-quarter revenue in nine years [15][16] - Operating income rose by 6.4%, while net income increased by 4.8% year-over-year, reflecting strong performance across mobile and fixed broadband services [15][16] - Earnings per share (EPS) increased from NT 1.16 to NT 1.22, the highest third-quarter EPS in eight years [16][17] - EBITDA recorded a 4% gain, reaching NT 22.11 billion, with an EBITDA margin of 38.17%, consistent with the previous year [16][17] Business Line Data and Key Metrics Changes - Mobile revenue market share increased to 40.8%, with a subscriber share of 39.4%, a 1.6 percentage point year-over-year increase [6][7] - Fixed broadband revenue grew by 3.2% year-over-year, driven by high-speed migration and promotional efforts [8] - Consumer application services saw a 22% year-over-year growth in multi-play packages, while video services fluctuated due to major sports broadcasts [9] - The enterprise ICT business experienced a 14% year-over-year increase in revenue, with significant growth in recurring ICT revenue [10][11] Market Data and Key Metrics Changes - The company maintained a leading position in the 5G market, with a subscriber market share of 38.8% and a 5G penetration rate of 44.7% among smartphone users [6][7] - The US subsidiary achieved 70% year-over-year revenue growth, driven by a construction project for a Taiwan-based high-tech company [12] - The Southeast Asia markets continued to thrive, with successful introductions of proprietary solutions in Thailand and other regions [12][13] Company Strategy and Development Direction - The company emphasizes group expansion and AI-related initiatives as critical for mid-term to long-term development [3][4] - Recent achievements include the successful public listing of Chunghwa Telecom Security and the launch of Event AI, focusing on monetizing AI innovation [4] - The company is committed to integrating ecological conservation and green finance through the issuance of a TWD 3.5 billion sustainability bond [5] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year financial results, supported by leadership across all business segments [3] - The company highlighted its commitment to social responsibility, particularly in response to natural disasters [5] - Management noted the positive trajectory in mobile and fixed broadband services, supported by Taiwan's favorable market landscape [8] Other Important Information - The company reported a healthy debt ratio of 23.91% and a stable current ratio above 100%, indicating strong financial flexibility [18] - Free cash flow declined by 16.5% year-over-year, attributed to increased working capital and timing of capital expenditures [20] Q&A Session Summary Question: What is the driver of the international project business? - The international business is driven by opportunities in the global AI supply chain, particularly in the US and Japan markets, with a focus on high-tech company projects [22][23] - The company successfully introduced cybersecurity services to Southeast Asia and Japan, leveraging collaborations with subsidiaries [23][24]

Worldline's Current Status and Strategy - Worldline is a leading pan-European acquirer and operator of critical infrastructure for merchants and financial institutions[36] - The company's 2025 pro forma total revenues are approximately €4.0 billion[38], with adjusted EBITDA between €720 million and €745 million[39] - Merchant Services account for approximately 80% of revenue, while Financial Institutions contribute approximately 20%[42] - Worldline aims to be the European payments partner of choice for merchants and financial institutions[69] North Star 2030 Transformation Plan - The North Star 2030 plan is expected to deliver €210 million of additional recurring adjusted EBITDA[74] - The plan focuses on four key drivers: simplifying the operating model, converging platforms, integrating operations through GCCs, and growing through efficiency and revenue management[73] - By 2030, the company targets over €1 billion in adjusted EBITDA and €300 million to €350 million in free cash flow[84] - Platform convergence is projected to contribute 40% to the North Star 2030 adjusted EBITDA[116] - Integrating operations through GCCs is expected to contribute 20% to the North Star 2030 adjusted EBITDA[153] Financial Targets and Capital Allocation - Worldline confirms its 2025 guidance with an illustrative pro-forma revenue of approximately €4.0 billion and adjusted EBITDA between €720 million and €745 million[306] - The company anticipates €350 million to €400 million in cash proceeds from divestments in 2026[65] - A contemplated capital raise of €500 million is planned, anchored by strategic investors, expected in Q1 2026[340, 341] - By 2030, Worldline targets revenue growth with approximately 4% CAGR from 2027-2030 and free cash flow between €300 million and €350 million[314, 352]

3Q 2025 Operating Results November 6, 2025 © Chunghwa Telecom 1 Disclaimer STATEMENT REGARDING UNAUDITED FINANCIAL INFORMATION The unaudited financial information under T-IFRSs in this presentation is preliminary and subject to adjustments and modifications. Adjustments and modifications to the financial statements may be identified during the course of the audit /review work, which could result in significant differences from this preliminary unaudited financial information. NOTE CONCERNING FORWARD-LOOKING ...

Amcor (NYSE:AMCR) Q1 2026 Earnings Call November 05, 2025 05:30 PM ET Company ParticipantsRamoun Lazar - Managing DirectorCameron McDonald - Managing Director and Head of ResearchGeorge Staphos - Managing DirectorKeith Chau - Partner and Head of Basic Industrials ResearchTracey Whitehead - Head of Investor RelationsJeff Zajkowski - Managing DirectorMichael Casamento - CFOPeter Konieczny - CEONathan Reilly - Executive DirectorConference Call ParticipantsGabe Hajde - Research AnalystMatt Roberts - Equity Rese ...

Amcor (NYSE:AMCR) Q1 2026 Earnings Call November 05, 2025 05:30 PM ET Company ParticipantsRamoun Lazar - Managing DirectorCameron McDonald - Managing Director and Head of ResearchGeorge Staphos - Managing DirectorKeith Chau - Partner and Head of Basic Industrials ResearchTracey Whitehead - Head of Investor RelationsJeff Zajkowski - Managing DirectorMichael Casamento - CFOPeter Konieczny - CEONathan Reilly - Executive DirectorConference Call ParticipantsGabe Hajde - Research AnalystMatt Roberts - Equity Rese ...

SunOpta (NasdaqGS:STKL) Q3 2025 Earnings Call November 05, 2025 05:30 PM ET Speaker0Greetings and welcome to SunOpta's third quarter fiscal 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the prepared remarks. As a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Reed Anderson with ICR. Thank you. You may begin.Speaker1Good afternoon, and thank you for joining us on SunOp ...