Columbus McKinnon (NasdaqGS:CMCO) FY Earnings Call Presentation
2025-11-12 22:05
November 12, 2025 2025 Baird Global Industrials Conference David Wilson President & Chief Executive Officer Gregory Rustowicz Executive Vice President Finance & Chief Financial Officer Vice President, Investor Relations & Treasurer Kristine Moser Safe Harbor Statement This presentation and the accompanying oral discussion contain "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. Such f ...
Kindercare Learning Companies, Inc.(KLC) - 2025 Q3 - Earnings Call Presentation
2025-11-12 22:00
Financial Performance - Revenue for Q3 2025 was $676.8 million, compared to $671.5 million in Q3 2024[16, 20], representing a growth of approximately 0.8%[20] - Adjusted EBITDA for Q3 2025 was $66.4 million, while in Q3 2024 it was $71.4 million[20] - Same-center revenue for Early Childhood Education (ECE) was $616.9 million in Q3 2025, nearly the same as $616.7 million in Q3 2024[16], showing a 0.0% change[30] - The company updated its FY25 guidance with revenue projected between $2.72 billion and $2.74 billion, and adjusted EBITDA between $290 million and $295 million[37] Operational Metrics - The number of early childhood education centers increased from 1,573 in September 2024 to 1,595 in September 2025[16], a net increase of 22 centers - Before- and after-school sites increased from 1,018 in September 2024 to 1,138 in September 2025[16], a net increase of 120 sites - Average weekly ECE Full Time Enrollments (FTEs) decreased from 143,298 in Q3 2024 to 140,515 in Q3 2025[16] - ECE same-center occupancy decreased from 68.6% in Q3 2024 to 67.0% in Q3 2025[16], a decrease of 160 basis points[30] Strategic Initiatives - Champions added over 200 new sites year-to-date, bringing the trailing twelve-month (TTM) net total to 120 additional sites[13] - The company signed 20 new employers in Q3, resulting in 317,000 additional employees eligible for the tuition benefit program[14] - The company opened 3 new KinderCare for Employers on-site centers in Q3, with an average employer on-site portfolio occupancy exceeding 70%[13]
AlTi (ALTI) - 2025 Q3 - Earnings Call Presentation
2025-11-12 22:00
Company Overview - AlTi Global manages or advises on approximately $89 billion in combined assets[4] - The company boasts a 96% client retention rate since 2021[12] - Recurring revenues account for 96% of total revenues[12] - U S wealth management AUM constitutes 68% of the total, while non-U S wealth management AUM makes up 32%[58] Financial Performance (Q3 2025) - Total revenue reached $57 million, a 10% increase compared to Q3 2024's $51 8 million[82, 84] - Management and advisory fees amounted to $51 7 million, a 7% rise from $48 1 million in Q3 2024[82] - Assets Under Management (AUM) grew to $49 billion, a 6% increase year-over-year[82, 84] - Assets Under Advisement (AUA) reached $89 2 billion[82] Strategic Initiatives - The company received strategic investments of up to $450 million from Allianz X and CWC[51]
DLocal (DLO) - 2025 Q3 - Earnings Call Presentation
2025-11-12 22:00
Earnings Presentation 3Q25 Earnings Presentation Q1'25 ➔ 1 This presentation may contain forward-looking statements. These forward-looking statements convey dLocal's current expectations or forecasts of future events, including guidance in respect of total payment volume, revenue, gross profit and Adjusted EBITDA. Forward-looking statements regarding dLocal and amounts stated as guidance involve known and unknown risks, uncertainties and other factors that may cause dLocal's actual results, performance or a ...
eGain(EGAN) - 2026 Q1 - Earnings Call Presentation
2025-11-12 22:00
AI CX Automation Platform November 2025 INVESTOR PRESENTATION Powered by Trusted Knowledge NASDAQ: EGAN Safe Harbor statement This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including without limitation: our financial guidance for the second quarter of fiscal 2026 and fiscal 2026 full year ending June 30, 2026; our focus; demand for our products and market opportunity; our sales pipeline; exp ...
Silvaco Group, Inc.(SVCO) - 2025 Q3 - Earnings Call Presentation
2025-11-12 22:00
Disclaimer Q3'25 Business Update November 2025 This presentation and the accompanying oral presentation also contain estimates and other statistical data made by independent parties and by us relating to market size and growth and other data about our industry. This data involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates. In addition, projections, assumptions, and estimates of our future performance and the future performance of the markets in ...
KORE(KORE) - 2025 Q3 - Earnings Call Presentation
2025-11-12 22:00
T h i r d Q u a r t e r 2 0 2 5 E a r n i n g s P r e s e n t a t i o n November 12, 2025 Di scl aime rs Forward-Looking Statements This presentation includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. KORE's actual results may differ from their expectations, estimates and projections and consequently, you should not rely on these forward-looking statements as predictions of future events. Forward-looking statement ...
authID (AUID) - 2025 Q3 - Earnings Call Presentation
2025-11-12 22:00
Financial Performance - Gross revenue increased from $0.25 million to $0.69 million for the three months ended September 30, 2025 [35] - Net revenue increased from $0.60 million to $1.63 million for the nine months ended September 30, 2025 [35] - Net loss was $5.2 million for the three months ended September 30, 2025 [35] - Total Remaining Performance Obligation (RPO) decreased from $14.3 million to $3.6 million [36] - Booked Annual Recurring Revenue (bARR) was $2.35 million for the nine months ended September 30, 2025 [37] Business Highlights - Q3 contract bookings included a top 10 global supermarket retailer and NEC Networks & System Integration Corp [9] - The company is engaged with prospects ranked in the top 10 leaders in their industries [13] - authID's ID Verification and Privacy-Preserving Biometrics are used for NESIC's Symphonict Trust Platform [16] - authID is powering Prove's Unified fraud platform with PrivacyKey's 1:1Billion signal [16] - authID co-developed and launched IDProof+, a High Assurance Identity Verification solution combining AuthID's Proof with Microsoft Entra Verified ID [16] Strategic Positioning - The company is positioned to capitalize on the market shift to biometrics due to increasing fraud and the rise of AI [29, 32] - authID is innovating to solve for enterprise adoption by integrating privacy-preserving biometrics [17] - The company is focused on securing new customer contracts, establishing contractual commitments, recognizing revenue, and retaining/expanding customer relationships [38]
SkyHarbour(SKYH) - 2025 Q3 - Earnings Call Presentation
2025-11-12 22:00
Financial Performance & Construction - Sky Harbour's construction is accelerating, leading to increasing revenues[23] - Sky Harbour Capital LLC raised capital through a municipal bond offering[8] - As of Q3 2025, Sky Harbour has approximately $247.9 million in US Treasuries and cash, including $36.473 million in cash and $11.447 million in treasuries, along with a $200 million warehouse facility[69] - A $200 million JP Morgan draw down facility is funding construction of BDL, SLC, POU1, ORL1, and TTN, swapped to a fixed interest rate of 4.73%[65, 66] Site Acquisition & Development - Sky Harbour reaffirms guidance of 4 new airport announcements by year-end 2025, targeting a total of 23 airports[51] - Sky Harbour is expanding into the Tier 1 LA market with the Long Beach Airport (LGB) project, featuring a 196k SF campus across 2 phases, with potential stabilized revenue of $10 million[54, 56] - Sky Harbour has 19 airport ground leases and is pursuing same-field expansion opportunities, targeting Tier-1 Airports[76] - The company has commenced construction on new sites and is preparing for a surge in development in 2026 and 2027[76, 82] Leasing & Operations - Stabilized campuses are showing revenue growth post-stabilization[76] - Sky Harbour has adopted a preleasing strategy, starting with BDL, to enhance long-term revenue[76, 82] - The company is focused on bringing new campuses to 100% occupancy and establishing market rents[82]
Afya(AFYA) - 2025 Q3 - Earnings Call Presentation
2025-11-12 22:00
EXPERIENCE THE BEST IN MEDICINE 3Q25 & 9M25 FINANCIAL RESULTS WEBCAST PRESENTATION SAFE HARBOR This presentation contains forward -looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 , which statements involve substantial risks and uncertainties . All statements other than statements of historical fact, could be deemed forward -looking, including risks and uncertainties related to statements about our competition ; our ability to attract, upsell and retain students ...