Ichor (NasdaqGS:ICHR) Q4 2025 Earnings call February 09, 2026 04:30 PM ET Speaker10Good day, ladies and gentlemen, and welcome to Ichor's fourth quarter and fiscal year 2025 earnings conference call. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session, and instructions will be given at that time. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this call is being recorded. I would now like ...

Chegg (NYSE:CHGG) Q4 2025 Earnings call February 09, 2026 04:30 PM ET Speaker3Good evening and welcome to the Chegg, Inc. 4th Quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press *0 on your telephone keypad. It is now my pleasure to introduce your host, Tracey Ford, Vice President of Investor Relations. Thank you. You may begin.Speaker5Good ...

Financial Data and Key Metrics Changes - Total operating revenue for the full year 2025 was $430.4 million, an increase of 10.7% compared to 2024 [11] - Operating revenue for the fourth quarter of 2025 was $105.4 million, an increase of 11.5% over the fourth quarter of 2024 [11] - Adjusted EBITDA for the full year 2025 was $40.2 million, essentially unchanged from 2024, while fourth quarter adjusted EBITDA was $9.2 million, an increase of 32% year-over-year [11][12] - The adjusted operating ratio for the fourth quarter improved modestly compared to the prior year despite challenges [6][11] Business Line Data and Key Metrics Changes - The company delivered over 2.3 million vehicles in 2025, representing a 16.2% increase from 2024, although revenue per unit decreased by about 6% [5][12] - The fourth quarter revenue and unit volumes each increased over 11% year-over-year, driven by the Brothers' acquisition and new business wins [6] Market Data and Key Metrics Changes - The automotive market peaked in March and April 2025, but the remainder of the year was weaker than expected, with a lower year-over-year seasonal volume push in the fourth quarter [5][6] - January 2026 saw lower-than-forecasted SAR, potentially the lowest monthly SAR in several years due to severe winter weather impacting dealership operations [8] Company Strategy and Development Direction - The company aims for continued margin expansion and market share gains, focusing on sustainable profitability and reinvestment [9][10] - The forecast for SAR in 2026 is lower than 2025 actual, with growth expected to come from internal initiatives rather than market conditions [13] - The company is prioritizing profitability over top-line growth, making disciplined choices regarding business retention and new contracts [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the underlying resiliency of the automotive market, supported by replacement demand and lower interest rates [9] - The company anticipates improved consumer demand in the coming months as weather impacts ease and sales incentives remain strong [8] - Management noted that while the market environment was challenging in 2025, they are optimistic about potential improvements in the second half of 2026 [70] Other Important Information - A non-cash goodwill impairment charge of $27.8 million was recorded during the quarter, reflecting changes in market conditions [8] - The company’s net debt to trailing 12-month adjusted EBITDA improved from 2.2x to 1.5x, enhancing flexibility for future capital structure decisions [12] Q&A Session Summary Question: Expectations for Q1 revenue and operating ratio - Management expects sequential revenue to be down but modest improvement in operating ratio [21] Question: Impact of tightening capacity in the auto hauling market - Management noted that non-domiciled CDL issues are impacting driver recruitment but the company is somewhat insulated due to its hiring practices [23] Question: Revenue per unit expectations for 2026 - Management anticipates stability in revenue per unit, with no significant increases expected [28] Question: Capital allocation priorities - The company will prioritize debt paydown but remains open to M&A opportunities [30] Question: Updates on revenue mix and competitive pricing - Management indicated that a healthier demand environment is needed for spot market recovery, and they are maintaining discipline in pricing [35][39] Question: Updates on contract awards and market share gains - Management reported some new contract awards but also noted losses due to pricing dynamics [48] Question: M&A pipeline and expectations for 2026 - The company is actively engaged in developing a pipeline and expects to make 1-2 acquisitions in 2026 [53]

Quarterly Investor Presentation Content to the Left of this line Content Below this line Content Fourth Quarter 2025 1 © onsemi 2026 | Confidential | © onsemi 2026 | Public Information Content to the Right of this line Content to the Left of this line Content to the Right of this line Above this line Content Below this line Content Above this line Color Swatches Safe Harbor Statement and Non-GAAP and Forecast Information This presentation includes "forward-looking statements," as that term is defined in Sec ...

Upwork Investor Presentation Undue reliance should not be placed on the forward-looking statements in this presentation. Neither we nor any other person makes any representation or warranty as to the accuracy or completeness of the information herein. This presentation is made solely for informational purposes. Upwork, the Upwork logo, Lifted, "UmaTM, Upwork's Mindful AI," and other registered or common law trade names, trademarks, or service marks of Upwork appearing in this presentation are the property o ...

Q4 2025 Financial Results February 2026 © 2026 Amkor Technology, Inc. Presenter Introductions Disclaimer Non-GAAP Measures This presentation contains certain measures that are not defined terms under U.S. generally accepted accounting principles ("GAAP"). These non-GAAP measures should not be considered in isolation or as a substitute for, or superior to, measures of liquidity or performance prepared in accordance with U.S. GAAP and may not be comparable to calculations of similarly titled measures by other ...

Strong Foundation. Stronger Future. Simpson Manufacturing Co., Inc. Investor Presentation February 2026 Safe Harbor Note: The financial results in this presentation as of and for the fiscal year ended December 31, 2025 are unaudited. This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statement ...

President & Chief Executive Officer David Wilson Gregory Rustowicz Kristine Moser February 9, 2026 Q3 Fiscal 2026 Financial Results Conference Call Executive Vice President Finance & Chief Financial Officer Vice President, Investor Relations & Treasurer Safe Harbor Statement This presentation and the accompanying oral discussion contains "forward-looking statements" within the meaning of the Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as ame ...

Summary of TMX Group Conference Call Company Overview - **Company**: TMX Group - **Industry**: Canadian capital markets ecosystem, including exchanges, derivatives markets, and data services - **Key Components**: - Blue chip and junior equity exchanges - Montreal Exchange for derivatives - Clearing and settlement infrastructure - International operations including TradePort in the UK and VettaFi in the U.S. [3][4] Core Business Insights - **Recurring Revenue Target**: Long-term target is to achieve two-thirds of revenue from recurring sources, currently at 52% down from 55% due to strong performance in trade business [5][6] - **International Revenue**: 51% of business is now outside Canada, with a target of 50% from Global Insights, currently at 44% [6] - **Trayport Performance**: Trayport, a key growth area, showed 12% growth in constant currency, down from 17% in the previous year, attributed to market maturity and lack of volatility [7][11] - **Growth Opportunities**: Expansion in U.S. gas and power markets, early-stage growth in Japan, and transitioning oil markets to on-screen trading [13][14] VettaFi and Global Insights - **VettaFi Growth**: Achieved 25% year-over-year growth in 2025, with 13% from organic growth and 12% from acquisitions [22] - **Assets Under Management**: Increased from CAD 32 billion to over CAD 80 billion since acquisition [24] - **Product Development**: Focus on expanding indices and asset classes, including fixed-income products and distribution capabilities [23] AI and Technology Integration - **AI as a Beneficiary**: TMX Group views itself as a net beneficiary of AI, leveraging proprietary data platforms to enhance product offerings [28][30] - **Efficiency Gains**: AI tools are being used to improve development speed and product testing, allowing for better market delivery [35][36] - **Revenue Opportunities**: AI is expected to enhance client products and self-service capabilities, with over 90% adoption of AI tools across the company [38][39] Trading Business Insights - **Derivatives Market**: Experienced over 30% growth last year, with open interest up 20% despite a 5-6% decline in total volume year-over-year [42][43] - **Options on ETFs**: Continued adoption is a significant growth driver, with regulatory efforts to expand capacity [44] - **Canadian Equities Landscape**: TMX Group maintains a strong competitive position despite challenges from international players like CBOE [51][52] Capital Formation and IPO Pipeline - **Strong Financing Activity**: 60% year-over-year increase in financing activity, with a deep pipeline of companies ready for IPOs [66][68] - **Market Confidence**: Despite recent market volatility, there is optimism about the ability to execute good deals [68] Expense Management and M&A Strategy - **Expense Growth**: Targeting 5% year-over-year expense growth, with a focus on positive operating leverage [73][74] - **M&A as Strategy Accelerator**: TMX Group actively seeks acquisitions that align with its growth strategy, focusing on enhancing data capabilities and market reach [76][77] Conclusion - **Overall Outlook**: TMX Group is positioned for continued growth through strategic expansion, technology integration, and a robust IPO pipeline, while maintaining a focus on operational efficiency and market leadership in the Canadian capital markets [66][68][76]

KeyCorp (NYSE:KEY) 2026 Conference February 09, 2026 03:30 PM ET Speaker0All right, good afternoon, everybody. So, you know, rounding off the corporate presentations today, we have KeyCorp, and we had Ken Gavrity. He is the head of the commercial bank, and before he sits down with me for a fireside chat, he wanted to share a few slides. Ken, thank you for coming.Speaker1Perfect. Well, thanks for having me, Erica. Pleased to be here, of course. So, as Erica said, I lead Key's commercial banking business, whi ...