Teradata(TDC) - 2025 Q1 - Earnings Call Presentation
2025-05-07 01:16
This release contains forward-looking statements within the meaning of Section 21E of the Securities and Exchange Act of 1934. Forward-looking statements generally relate to opinions, beliefs, and projections of expected future financial and operating performance, business trends, liquidity, and market conditions, among other things. These forward-looking statements are based upon current expectations and assumptions and often can be identified by words such as "expect," "strive," "looking ahead," "outlook, ...
Sarepta Therapeutics(SRPT) - 2025 Q1 - Earnings Call Presentation
2025-05-07 01:15
Financial Performance & Guidance - Sarepta revised its FY 2025 total product revenue guidance to $23 billion - $26 billion[13] - Q1 2025 total revenues reached $745 million, an 80% increase compared to $413 million in Q1 2024[49] - Q1 2025 total product revenue was $612 million, a 70% increase from $359 million in Q1 2024[18, 49] - The company reported a GAAP operating loss of $300 million in Q1 2025, compared to an income of $35 million in Q1 2024[44, 49] - Non-GAAP operating loss for Q1 2025 was $250 million, compared to an income of $84 million in Q1 2024[44, 49] ELEVIDYS Performance - ELEVIDYS sales grew 180% year-over-year, but fell short of expectations[13] - Over 800 patients have been treated with ELEVIDYS in commercial settings and clinical studies[13, 25] R&D and Pipeline - The company is on track for BLA submission for SRP-9003 for LGMD2E/R4 in the second half of 2025[13] - Enrollment and dosing are completed in Study SRP-9004-102 for LGMD2D/R3[13] Arrowhead Collaboration - The company closed a global licensing and collaboration agreement with ARWR for multiple targets[12] - Q1 2025 GAAP and Non-GAAP R&D expenses include Arrowhead collaboration transaction costs of $584 million[49]
Corpay, Inc.(CPAY) - 2025 Q1 - Earnings Call Presentation
2025-05-07 01:13
Q1 2025 Earnings Release Supplement Refer to earnings release dated May 6, 2025 for further information ^ - dark blue-teal #00B5E2 ^ - light raspberry #981239 ^ - dark raspberry #981239 ^ - light blue-teal #59CBE8 ^ - cool gray 1 #E6E8E7 ^ - maroon #3D1628 Q1 Safe Harbor Provision 2025 ^ This presentation contains forward-looking statements within the meaning of the federal securities laws. Statements that are not historical facts, including statements about Corpay's (formerly known as Fleetcor Technologies ...
Atomera(ATOM) - 2025 Q1 - Earnings Call Presentation
2025-05-07 01:12
Q1 2025 Conference Call Atomera Incorporated 2 Mears Silicon Technology (MST®) Quantum Engineered Materials Transistor enhancement technology for the $600B semiconductor market High Leverage IP Licensing Business Model May 6, 2025 Atomera Incorporated 1 Safe Harbor This presentation contains forward-looking statements concerning Atomera Incorporated (""Atomera," the "Company," "we," "us," and "our"). The words "believe," "may," "will," "potentially," "estimate," "continue," "anticipate," "intend," "could," ...
Super Micro Computer(SMCI) - 2025 Q3 - Earnings Call Presentation
2025-05-07 01:11
Fiscal Q3 2025 Results May 6, 2025 Better Faster Greener © 2025 Supermicro DISCLOSURES Cautionary Statement Regarding Forward Looking Statements Statements contained in this press release that are not historical fact may be forward looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These forward-looking statements can be identified by the use of forward-looking terminology such as "anticipate," "believe," "continue," "co ...
Ginkgo Bioworks (DNA) - 2025 Q1 - Earnings Call Presentation
2025-05-07 01:07
Financial Performance & Targets - Ginkgo achieved $205 million in annual run-rate cost savings from Q1 2024 to Q1 2025[13] - The company maintains a strong financial position with $517 million in cash, cash equivalents, and marketable securities[15] - Total Adjusted EBITDA improved from $(117) million in Q1 2024 to $(47) million in Q1 2025, a 59% increase[34] - Ginkgo is targeting Adjusted EBITDA breakeven by the end of 2026[11, 49] - The company aims for $250 million of annualized run-rate savings target by the end of Q3 2025[53] Revenue & Growth - Cell Engineering revenue increased by 37% year-over-year, reaching $38 million in Q1 2025[34] - This includes recognition of $75 million non-cash deferred revenue from BiomEdit[24] - Total revenue increased by 27% year-over-year, from $38 million to $48 million[34] - Biosecurity revenue remained stable at $10 million in Q1 2025 compared to Q1 2024[34] Biosecurity Expansion - Ginkgo's biosecurity segment has expanded its reach to 127 countries of origin of flights sampled, representing 65% of nations globally[33] - The biosecurity network includes 11 key international airports and 45 collection nodes cumulatively in 2025[33]
Wynn Resorts(WYNN) - 2025 Q1 - Earnings Call Presentation
2025-05-07 00:34
Financial Performance & Growth - Wynn Resorts reported a total Adjusted Property EBITDAR of $23 billion for the Last Twelve Months (LTM) ending in 1Q25[28] - The company's Las Vegas operations showed strong performance, with LTM 1Q25 Adjusted Property EBITDAR reaching $924 million, although this was a decrease of 39% compared to $961 million in LTM 1Q24[43] - Macau operations generated $1088 million in Adjusted Property EBITDAR for LTM 1Q25, a decrease of 44% from $1138 million in LTM 1Q24[54] - Encore Boston Harbor's LTM 1Q25 Adjusted Property EBITDAR was $241 million, a decrease of 61% compared to $257 million in LTM 1Q24[48] - Wynn Al Marjan Island is projected to contribute between $265 million (Low Case) and $460 million (High Case) in steady-state EBITDAR, with a base case of $345 million[25] Capital Investments & Returns - Wynn Resorts has returned over $11 billion to shareholders since 2022, including approximately $950 million in share repurchases and $220 million in dividends[28, 75] - The company anticipates spending between $750 million and $800 million on domestic project capital expenditures in 2025, including investments in Wynn Al Marjan Island, Las Vegas, and Boston[69] - Macau concession capex projects are underway, with projected spending between $250 million and $300 million in 2025[68, 71] Strategic Developments - Wynn Al Marjan Island is under construction and is expected to open in 1Q2027[10, 24] - The company completed a $24 billion construction facility for Wynn Al Marjan Island, with an initial debt draw of $250 million during 1Q25[62] - Wynn Resorts is in the process of acquiring Crown London Aspinalls, which is expected to enhance database building efforts for VIP customers[9, 62]
Arista(ANET) - 2025 Q1 - Earnings Call Presentation
2025-05-07 00:24
Financial Performance & Growth - Arista's Q1 2025 revenue reached $2.005 billion, a 27.6% year-over-year increase[52] - The company's non-GAAP gross margin for Q1 2025 was 64.1%[52] - Arista achieved a non-GAAP operating margin of 47.8% in Q1 2025[52] - Non-GAAP EPS for Q1 2025 was $0.65[52] - Arista anticipates approximately $2.1 billion in revenue for Q2 2025[73] Market Position & Opportunity - Arista is targeting a $70 billion serviceable addressable market (SAM) by 2028[8, 29, 30] - The company is aiming for a revenue goal of approximately $8.2 billion in 2025, representing roughly 17% year-over-year annual growth[74] - Arista is a leader in the 100/400G market[8] - Arista is gaining market share versus Cisco in high-speed data center switching[38, 39, 40] Corporate Responsibility - Arista has committed to a 42% absolute reduction in Scope 1, 2, and 3 emissions by 2030 and Net Zero by 2050[27]
Mercury Systems(MRCY) - 2025 Q3 - Earnings Call Presentation
2025-05-06 22:57
THIRD QUARTER FISCAL YEAR 2025 FINANCIAL RESULTS Bill Ballhaus Chairman and CEO David Farnsworth Executive Vice President and CFO May 6, 2025, 5:00 pm ET WEBCAST LOGIN AT WWW.MRCY.COM/INVESTOR WEBCAST REPLAY AVAILABLE BY 7:00 P.M. ET MAY 6, 2025 © Mercury Systems, Inc. 1 Forward-looking safe harbor statement This presentation contains certain forward-looking statements, as that term is defined in the Private Securities Litigation Reform Act of 1995, including those relating to the Company's focus on enhance ...
Horace Mann(HMN) - 2025 Q1 - Earnings Call Presentation
2025-05-06 22:54
Financial Performance - First-quarter core earnings per share (EPS) reached $1.07, indicating strong growth momentum[6] - The company is on track to deliver record full-year core earnings[6] - Core return on equity (ROE) was 10.6%, a 4.9 percentage point improvement over the prior year[6,8] Segment Results - The P&C combined ratio improved by 10.5 points to 89.4% compared to the prior year[6,8] - Individual Supplemental sales increased by 61% year-over-year, demonstrating strong sales growth[8] - Total revenues increased by 8% year-over-year to $416 million, driven by an 8% increase in net premiums and contract charges earned[8] - First-quarter segment core earnings of Life & Retirement were $7.9 million, below prior year primarily due to higher mortality[20] - First-quarter segment net investment income of Individual Supplemental & Group Benefits was $9.4 million, 20.5% above the prior year[33] Capital Management and Investments - The company increased its annual dividend by 3% in March 2025, marking the 17th consecutive annual increase[8] - $7 million in shares were repurchased year-to-date[8] - Total net investment income on the managed portfolio increased by 15% year-over-year[8] Financial Position and Outlook - The company has $14.4 billion in assets[51] - Full-year 2025 core EPS guidance is set at $3.85 to $4.15, with core earnings expected to be between $160 million and $175 million[45]