Financial Performance - Total revenue for 1Q25 was $752 million[15] - Cloud communications revenue for 1Q25 reached $545 million[15] - Adjusted EBITDA for 1Q25 grew by 50% year-over-year to $88 million[15] - Free cash flow for 1Q25 increased by 94% year-over-year to $50 million[15] - The company is raising full year 2025 total revenue growth guidance to 9-11% when normalized for 2024 cyclical political campaign revenue[36, 37] Revenue Growth - Total revenue grew by 7% year-over-year in 1Q25[18] - Cloud communications revenue grew by 6% year-over-year in 1Q25[18] - Enterprise Voice revenue grew by 26% year-over-year[19] Customer Metrics - Net Retention Rate (NRR) was 116%[12, 23] - Average annual customer revenue increased by 20% year-over-year[23] Gross Margin - Non-GAAP gross margin increased to 59%[44]

Business Highlights - Rhythm Pharmaceuticals is on track to complete U S and EU regulatory submissions for setmelanotide in acquired hypothalamic obesity (HO) in Q3 2025[9] - The company experienced solid patient demand growth for IMCIVREE (setmelanotide) in Q1 2025[9] - Data readout for the Phase 2 trial of oral bivamelagon in acquired HO is expected in Q3 2025[9] - Rhythm Pharmaceuticals expects its current cash runway to extend into 2027[9] Clinical Trial Results (Setmelanotide in Acquired HO) - The Phase 3 trial showed a statistically significant BMI reduction of 16 5% in the setmelanotide arm compared to baseline[13] - The placebo-adjusted difference in BMI reduction from baseline was 19 8% (P<0 0001)[14] - Significant BMI reductions were observed in both adults (16 3%) and children (16 8%) treated with setmelanotide[18] - A vast majority of patients with acquired HO completed the Phase 3 trial and transitioned to an extension study[27] Financial Performance (Q1 2025) - Net product revenue was $37 7 million, compared to $26 0 million for the three months ended March 31, 2024[63] - Cash, cash equivalents, and short-term investments totaled $314 5 million as of March 31, 2025[63] - The company anticipates non-GAAP operating expenses between $285 million and $315 million for 2025[66]

Forward Looking Statements May 7, 2025 DISCLAIMER This presentation contains certain forward-looking statements and information relating to the Company that are based on beliefs of the Company's management as well as assumptions, expectations, projections, intentions and beliefs about future events, in particular regarding dividends (including our dividend plans, timing and the amount and growth of any dividends), daily charter rates, vessel utilization, the future number of newbuilding deliveries, oil pric ...

Kulicke & Soffa Nasdaq: KLIC Quarterly Earnings Review May 7, 2025 Q2F25 Ended March 29, 2025 A reconciliation of non-GAAP items is included in this presentation and available within our most recently filed earnings release. 2 Q2F25 Update Internally Focused & Optimized for Growth Intent to secede EA Equipment announced on March 31, 2025 Near term headwinds not specific to K&S Overview Q2F25 Results 1 Earnings Review Safe Harbor In addition to historical statements, this presentation contains statements rel ...

Q2 Fiscal 2025 Earnings Presentation May 7, 2025 PUBLIC PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 1 1 This presentation includes statements related to the expected future results of the company and are therefore forward-looking statements. Actual results may differ materially from those projections due to a wide range of risks and uncertainties, including those that are listed in our SEC filings. This presentation also contains non-GAAP financial information and reconciliations to GAAP are includ ...

Company Overview - Navios Maritime Partners has a diversified fleet of 174 vessels across 3 segments and 16 asset classes[9, 15] - The company's modern fleet has an average age of 99 years and a vessel value of $61 billion[9, 15] - Navios Maritime Partners has secured $34 billion in contracted revenue[9] Financial Highlights - The company reported adjusted EBITDA of $1535 million and net income of $417 million for the first quarter of 2025[19] - Navios Maritime Partners has a cash balance of $343 million as of March 31, 2025[19] - The company's contracted revenue exceeds total cash expenses by $125 million for the 9 months of 2025E[26] Fleet and Operations - The company's fleet includes 69 dry bulk vessels with 89 million dwt, 49 containerships with 260823 TEU, and 56 tankers with 66 million dwt[13, 15] - Navios Maritime Partners has 41901 available days for 9M 2025E, with 66% fixed[15, 29] - The company has a newbuilding program with $14 billion investment in containerships and tankers[35] Market and Strategy - The company is addressing risks and uncertainties in the current environment by securing liquidity, ensuring revenue stability, and mitigating interest rate risk[26] - Navios Maritime Partners is executing its strategy by deleveraging, renewing and modernizing its fleet, and building net asset value[28] - The company is implementing a dividend program and a common unit repurchase program[20]

Safe Harbor Statement Any statements contained in this presentation which do not describe historical facts may constitute 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, including statements regarding our fiscal year 2025 and beyond financial outlook, our outlook for reported revenue growth, organic revenue growth, M&A revenue growth contributions, CER currency revenue growth, margin i ...

PAGAYA TECHNOLOGIES LTD. 1Q'25 Earnings Supplement May 7, 2025 1 Forward Looking Statements and Non-GAAP Information Certain comments made in this presentation may be characterized as forward looking under the Private Securities Litigation Reform Act of 1995. Forward looking statements are based on the Company's current assumptions regarding future business and financial performance. Those statements by their nature address matters that are uncertain to different degrees. Those statements involve a number o ...

Important Information FY2025 Second Quarter Earnings Call May 7, 2025 Adient – PUBLIC Adient has made statements in this document that are forward-looking and, therefore, are subject to risks and uncertainties. All statements in this document other than statements of historical fact are statements that are, or could be, deemed "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. In this document, statements regarding Adient's expectations for its deleverag ...

May 7, 2025 1Q 2025 Earnings Presentation Forward-Looking Statements, Safe Harbor, and Non-GAAP Financial Measures 1Q 2025 Earnings Presentation ©Verisk Analytics, Inc. All rights reserved. Forward-Looking Statements This release contains forward-looking statements about Verisk's future performance, including those related to our financial guidance. These statements relate to future events or to future financial performance and involve known and unknown risks, uncertainties, and other factors that may cause ...