Pioneering Drug Discovery FY 2024 & Strategic Review Disclaimer This presentation (including any information which has been or may be supplied in writing or orally in connection herewith or in connection with any further inquiries) is being delivered on behalf of Evotec SE (the "Company", "we," "our" or "us"). This presentation is made pursuant to Section 5(d) and/or Rule 163B of the Securities Act of 1933, as amended, and is intended solely for investors that are qualified institutional buyers or certain i ...

Forward-Looking Statements This communication contains "forward-looking statements" within the meaning of and pursuant to the Private Securities Litigation Reform Act of 1995 regarding, among other things, TCBI's financial condition, results of operations, business plans and future performance. These statements are not historical in nature and may often be identified by the use of words such as "believes," "projects," "expects," "may," "estimates," "should," "plans," "targets," "intends" "could," "would," " ...

Quarterly Financial Review First Quarter 2025 Q1-2025 Quarterly Review © 2025 Snap-on Incorporated Q1-2025 Quarterly Review © 2025 Snap-on Incorporated Consolidated Results Cautionary Statement Q1-2025 Quarterly Review © 2025 Snap-on Incorporated 3 These slides should be read in conjunction with comments from the April 17, 2025 conference call. The financial statement information included herein is unaudited. Statements made during the April 17, 2025 conference call and/or information included in this prese ...

Fifth Third Bancorp 1Q25 Earnings Presentation April 17, 2025 Refer to earnings release dated April 17, 2025 for further information. © Fifth Third Bancorp | All Rights Reserved Cautionary statement This presentation contains statements that we believe are "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Rule 175 promulgated thereunder, and Section 21E of the Securities Exchange Act of 1934, as amended, and Rule 3b-6 promulgated thereunder. All st ...

Earnings Conference Call Bill Rogers – Chairman & CEO First Quarter 2025 Earnings Conference Call Mike Maguire – CFO Bill Rogers - Chairman & CEO Mike Maguire - CFO April 17, 2025 April 17, 2025 Fourth Quarter 2024 Forward-Looking Statements From time to time we have made, and in the future will make, forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements can be identified by the fact that they do not relate strictly to historical or current f ...

Blackstone Reports First Quarter 2025 Results New York, April 17, 2025: Blackstone (NYSE:BX) today reported its first quarter 2025 results. Stephen A. Schwarzman, Chairman and Chief Executive Officer, said, "Blackstone reported another quarter of strong results despite turbulent markets. Inflows reached $62 billion — the highest level in nearly three years — reflecting the deep trust we've built with our investors over decades. We also delivered positive investment performance across all of our major strate ...

Truist Financial Corporation (TFC) Q1 2025 Earnings Conference Call April 17, 2025 08:00 AM ET Company Participants Call Operator - Conference Call OperatorModerator - Conference Call ModeratorBill Rogers - Chairman and CEOMike McGuire - CFOBrad Mender - Chief Risk OfficerModerator - Conference Call ModeratorUnidentified Participant - Technical Check Conference Call Participants Ken Oosten - Analyst, O'Thomas ResearchJohn Pencary / Matt O'Connor - Analyst (Evercore / Deutsche Bank)Erica Najarian - Analyst, ...

KeyCorp (KEY) Q1 2025 Earnings Conference Call April 17, 2025 08:00 AM ET Company Participants Operator - Conference OperatorBrian Monning - Director of Investor RelationsChris Gorman - Chairman & Chief Executive OfficerClark Kaya - Chief Financial Officer Conference Call Participants Mark Mayo - Analyst, Wells FargoManon Bezalier - Analyst, Morgan StanleyAbram Hunwala - Analyst, Bank of AmericaPeter Winter - Analyst, VA Davidson & Co.Nathan Steen - Analyst, Deutsche Bank Operator Good morning, and welcome ...

Ann-Sofie Nordh Greetings, and welcome to this presentation of ABB's First Quarter Results. Next to me here, I have our CEO, Morten Wierod, and our CFO, Timo Ihamuotila, and I'm Ann-Sofie Nordh, Head of Investor Relations. As per usual, Morten and Timo will talk through the results, and after that, we focus on today's announcement of portfolio change. So today, the presentation will be a little bit longer than we normally have before we open up for the Q&A. And with that said, I ask you, Morten, to kick off ...

Financial Data and Key Metrics Changes - First quarter revenue decreased by 3.4% sequentially in NT dollars and 5.1% in U.S. dollars, impacted by smartphone seasonality but partially offset by growth in AI-related demand [5][6]. - Gross margin decreased by 0.2 percentage points sequentially to 58.8%, primarily due to the earthquake impact and the start of overseas dilution [6][15]. - Operating margin decreased by 0.5 percentage points sequentially to 48.5% [6]. - First quarter EPS was TWD 13.94 and ROE was 32.7% [6]. - Cash and marketable securities at the end of the first quarter totaled TWD 2.7 trillion or US$81 billion [9]. Business Line Data and Key Metrics Changes - Revenue contribution by technology: 3-nanometer process technology contributed 22% of wafer revenue, while 5-nanometer and 7-nanometer accounted for 36% and 15%, respectively [7]. - Revenue contribution by platform: HPC increased by 7% quarter-over-quarter to account for 59% of first quarter revenue, while smartphone decreased by 22% to 28% [8]. Market Data and Key Metrics Changes - The company expects second quarter revenue to be between US$28.4 billion and US$29.2 billion, representing a 13% sequential increase and a 38% year-over-year increase at the midpoint [13]. - The full-year 2025 revenue is expected to increase by close to mid-20s percent in U.S. dollar terms, supported by robust AI-related demand and a mild recovery in other end market segments [25]. Company Strategy and Development Direction - The company plans to invest an additional US$100 billion in advanced semiconductor manufacturing in the U.S., bringing total investment to US$165 billion [31][36]. - The capital budget for 2025 is expected to be between US$38 billion and US$42 billion, with 70% allocated for advanced process technologies [18]. - The company aims for a long-term gross margin of 53% and higher, despite expected margin dilution from overseas fabs [16][17]. Management's Comments on Operating Environment and Future Outlook - Management noted that the January 21 earthquake impacted production but recovery efforts were successful [21]. - The company continues to observe robust AI-related demand and expects revenue from AI accelerators to double in 2025 [26]. - Management remains cautious about potential tariff impacts but has not seen changes in customer behavior so far [24][77]. Other Important Information - The company is working on balancing supply and demand for CoWoS capacity, with expectations of continued strong demand [50][145]. - The construction of new fabs in Arizona and Japan is ongoing, with plans to ramp up production based on customer demand [35][37]. Q&A Session Summary Question: AI demand and CoWoS capacity - Management acknowledged that while there have been rumors about CoWoS demand adjustments, the demand remains strong and is expected to exceed supply in 2026 [46][54]. Question: U.S. investment and tariff implications - Management clarified that the expansion in Arizona is driven by customer demand, particularly from U.S. companies, and they are in discussions with the U.S. government for necessary permits [61][62]. Question: Geopolitical risks and production planning - Management stated that they are mindful of potential impacts from recent tariff announcements but have not seen changes in customer behavior [76][77]. Question: Semiconductor tariffs and involvement in negotiations - Management confirmed that they do not get involved in tariff negotiations between governments [90]. Question: Revenue outlook and customer behavior - Management indicated that the strong second quarter guidance is driven by demand for 3-nanometer and 5-nanometer technologies, with no observed changes in customer behavior due to tariffs [99][101]. Question: Shareholder returns and buyback policy - Management reiterated their commitment to a sustainable and steadily increasing dividend policy rather than adopting a share buyback framework [152].