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Codexis(CDXS) - 2025 Q3 - Earnings Call Presentation
2025-11-06 21:30
Business Highlights - Codexis secured a $37.8 million Supply Assurance Agreement with Merck [7, 15] - The company expects to receive the cash from the Merck agreement by the end of 2025 [7, 15] - Codexis has a cash runway through 2027 [7] - Codexis has 11 customers this year and a pipeline of 40 prospects [7, 13] - The company will sign a lease on a 34,000 square feet multi-purpose GMP facility in the next few weeks [7] Executive Management Transition and Cost Reduction - Codexis is reducing operating expenses by 25% through the elimination of 46 positions [10] - Dr Stephen Dilly will transition to Chairman, and Dr Alison Moore will assume the role of President and CEO [10] Q3 2025 Financial Results - Total revenue for Q3 2025 was $8.6 million, compared to $12.8 million in Q3 2024 [16] - Product gross margin increased to 64% in Q3 2025 from 61% in Q3 2024 [16] - R&D expenses for Q3 2025 were $13.9 million, compared to $11.5 million in Q3 2024 [16] - Net loss for Q3 2025 was $19.6 million, or $0.22 per share, compared to a net loss of $20.6 million, or $0.29 per share, in Q3 2024 [16]
IBEX(IBEX) - 2026 Q1 - Earnings Call Presentation
2025-11-06 21:30
ibex Q1 FY2026 Earnings Call November 6, 2025 Bob Dechant, CEO Built for what's next. Disclaimer This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation, other than statements of historical facts, are forward-looking statements. The words "believe," "estimate," "expect," "may," "will" and similar expressions are intended to identify forward-looking statements. Such forward- looking stateme ...
Expedia Group(EXPE) - 2025 Q3 - Earnings Call Presentation
2025-11-06 21:30
Q3 2025 Earnings N O V E M B E R 2 0 2 5 Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995 This presentation contains "forward-looking statements" about Expedia Group's financial performance, operating results, and guidance, which may include, but are not limited to, statements relating to future gross bookings; revenues; expenses; margins and margin expansion, including EBITDA margin expansion; profitability; net income (loss); earnings per share; and other measures of result ...
AvePoint(AVPT) - 2025 Q3 - Earnings Call Presentation
2025-11-06 21:30
Investor Presentation DISCLAIMER This presentation ("Presentation") is for informational purposes only and shall not be reproduced or distributed in whole or in part without the express written consent of AvePoint, Inc. No Reliance No representations or warranties, express or implied, are given in, or in respect of, this Presentation. To the fullest extent permitted by law, under no circumstances will AvePoint, its subsidiaries, or any of their respective affiliates be responsible or liable for a direct, in ...
Sunrun(RUN) - 2025 Q3 - Earnings Call Presentation
2025-11-06 21:30
Financial Performance Highlights - Aggregate Subscriber Value reached $1.6 billion in 2Q25, a 40% year-over-year increase[7] - Contracted Net Value Creation was $376 million in 2Q25, a 316% year-over-year increase[7] - Cash Generation was $27 million in 2Q25, marking the fifth consecutive quarter of positive cash generation[8] - Trailing four-quarter Cash Generation totaled $119 million[9] - Contracted Net Earning Assets, inclusive of net debt, stood at $3.0 billion as of June 30, 2025, or $13.03 per share[9] - Upfront Net Subscriber Value exceeded $5.7k, representing an 11% margin, expanding 17 percentage points year-over-year[10] Operational Metrics - Customer Additions grew 15% year-over-year in Q2[14] - Customer Additions with Storage grew 50% year-over-year in Q2, with a Storage Attachment Rate reaching 70%[14] - Net Subscriber Value increased to a record high of $17,004, a 22% year-over-year increase[48] - Aggregate Subscriber Value increased 40% year-over-year to $1.6 billion, while Aggregate Creation Costs increased 11% to $1.1 billion[59] Home-to-Grid Distributed Power Plant - Over 71,000 customers are enrolled in grid service programs, representing a growth of over 300% year-over-year[17] - Sunrun delivered 354 MW of power during dispatches over the last year[16] - Networked Storage Capacity reached 3.2 GWhr[16] - Sunrun expects to have over 10 GWhrs of dispatchable capacity online by 2029[17] Investment Tax Credit (ITC) - The 48E Investment Tax Credits (ITC) are maintained for the storage portion of projects through 2033 at 30%+, while ITCs for the solar portion are maintained through 2027[23] - Subscriptions represented 94% of Sunrun's 2Q25 volume[27]
Brighthouse Financial(BHF) - 2025 Q3 - Earnings Call Presentation
2025-11-06 21:00
Financial Performance - Net income available to shareholders for the three months ended September 30, 2025 was $453 million[9], compared to $150 million for the same period in 2024[9] - Adjusted earnings for the three months ended September 30, 2025 were $970 million[9], compared to $767 million for the same period in 2024[9] - Adjusted earnings, less notable items, for the three months ended September 30, 2025 were $261 million[9], compared to $243 million for the same period in 2024[9] - Book value per common share as of September 30, 2025 was $8160[9], while book value per common share, excluding AOCI, was $15194[9] Segment Performance (Three Months Ended September 30, 2025) - Annuities adjusted earnings were $304 million[16] - Life adjusted earnings were $40 million[16] - Run-off adjusted earnings were $641 million[16] - Corporate & Other reported an adjusted loss of $15 million[16] Key Metrics - Combined total adjusted capital was $54 billion as of September 30, 2025[9] - Combined risk-based capital ratio was between 435% and 455% as of September 30, 2025[9]
Altimmune (NasdaqGM:ALT) Earnings Call Presentation
2025-11-06 21:00
Altimmune Corporate Overview November 2025 Our Mission: To Revolutionize the Standard of Care for Serious Liver Diseases Forward Looking Statements Safe-Harbor Statement This presentation has been prepared by Altimmune, Inc. ("we," "us," "our," "Altimmune" or the "Company") and includes certain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements relating to future financial or business performance, conditions, pla ...
Con Edison(ED) - 2025 Q3 - Earnings Call Presentation
2025-11-06 21:00
3rd Quarter 2025 Earnings Release Presentation November 6, 2025 Available Information On November 6, 2025, Consolidated Edison, Inc. issued a press release reporting its third quarter 2025 earnings and filed with the Securities and Exchange Commission the company's third quarter 2025 Form 10-Q. This presentation should be read together with, and is qualified in its entirety by reference to, the earnings press release and the Form 10-Q. Copies of the earnings press release and the Form 10-Q are available at: ...
Clearpoint Neuro (NasdaqCM:CLPT) Earnings Call Presentation
2025-11-06 21:00
WHEN YOUR PATH IS UNCLEAR, WE POINT THE WAY. Nasdaq: CLPT November 2025 DISCLAIMER This presentation and discussion contain forward - looking statements within the context of the federal securities laws, including the Company's expectation for revenues, gross margin, the adequacy of cash and cash equivalent balances to support operations and meet future obligations, the future market of the Company's products and services, the Company's belief about the outcome of regulatory interactions with respect to its ...
CareTrust REIT(CTRE) - 2025 Q3 - Earnings Call Presentation
2025-11-06 19:00
Exhibit 99.2 Financial Supplement Third Quarter 2025 Disclaimers This supplement contains certain non-GAAP financial information relating to CareTrust REIT including EBITDA, Normalized EBITDA, FFO, Normalized FFO, FAD, Normalized FAD, and certain related ratios. Explanatory footnotes and a glossary explaining this non-GAAP information are included in this supplement. Reconciliations of these non-GAAP measures are also included in this supplement or on our website. See "Financials and Filings – Quarterly Res ...