Financial Performance - The company's APE sales increased by 15% from C$19 billion to C$22 billion[17, 52] - New business CSM grew significantly by 37% from C$628 million to C$882 million[17, 52] - New business value increased by 20% from C$691 million to C$846 million[17, 52] - Core EPS increased by 2% from C$091 to C$095, while EPS increased significantly by 88%[19, 28] - Adjusted book value per share increased by 7%[20, 43] Business Segment Performance - Asia's APE sales increased by 31% from US$920 million to US$1233 billion[31] - Asia's new business value increased by 28% from US$346 million to US$451 million[31] - Asia's new business CSM increased by 34% from US$349 million to US$480 million[31] - Global WAM net flows increased by C$08 billion from C$01 billion to C$09 billion[17, 25]

Financial Performance & Profitability - Total revenues for 2Q'25 reached $110.0 million, a 9% increase year-over-year[56] - Adjusted loss from operations improved by 37% year-over-year, from $(54.485) million in 2Q'24 to $(34.187) million in 2Q'25[10, 86] - The company is on track to achieve profitability in 4Q'25, referring to adjusted income from operations[10, 18] - Cash position remains strong at $832.3 million as of June 30, 2025[10] Key Products & Pipeline Updates - VYVGART/VYVGART Hytrulo sales grew 14% year-over-year, reaching $26.5 million in 2Q'25, driven by increased market penetration and extension of DoT[56, 59] - ZL-1310 (DLL3 ADC) showed a 67% ORR in 2L SCLC across all doses and 79% ORR with 1.6 mg/kg (n=14)[42] - Bemarituzumab met the primary endpoint of overall survival in the global Ph3 FORTITUDE-101 study[10, 32] - KarXT's China NDA was accepted in January 2025, showing early and sustained reduction of positive and negative symptoms[26] Strategic Focus & Future Outlook - The company aims to unlock the blockbuster potential of VYVGART and VYVGART Hytrulo through execution excellence, targeting increased HCP coverage and supplemental insurance coverage[19, 20] - Multiple revenue inflections are expected through 2030, with an expected $2 billion revenue in 2028[18] - Zai Lab plans to initiate a global pivotal study of ZL-1310 in 2L ES-SCLC in 2H'25[15, 40]

CACI International Inc Q4 FY25 Earnings Conference Call August 7, 2025 EXPERTISE and TECHNOLOGY 1 | CACI Proprietary Information EXPERTISE and TECHNOLOGY for National Security for National Security Forward-looking statements 2 | CACI Proprietary Information On today's call John Mengucci President and Chief Executive Officer Jeff MacLauchlan Chief Financial Officer and Treasurer 3 | CACI Proprietary Information Honoring the Legacy of Mike Daniels There are statements made herein that do not address historica ...

August 7, 2025 Q3 FY25 Earnings Presentation Advancing the world of healthTM This presentation and accompanying webcast contain certain estimates and other forward-looking statements (as defined under Federal securities laws) regarding BD's future prospects and performance, including, but not limited to, future revenues, margins, earnings per share, leverage targets, capital deployment and the proposed combination of BD's Biosciences and Diagnostic Solutions business with Waters Corporation. All such statem ...

Drive for better vision 2025 Q2 Earnings Updates : HIMX Forward Looking Statements • Guidance: 8.5 ~ 11.5 cents 2025 Q2 Sales & Breakdown 67.3% 21.1% 11.6% LDDIC $24.9M Non-Driver $45.4M SMDDIC $144.5M Factors that could cause actual events or results to differ materially from those described in this conference call include, but are not limited to, the effect of the Covid-19 pandemic on the Company's business; general business and economic conditions and the state of the semiconductor industry; market accep ...

Q2 2025 Financial Performance - Revenues reached $10.2 billion, a 6% increase year-over-year[13] - Adjusted EBITDA was $2.5 billion, up 9% compared to the previous year[13] - Adjusted EBITDA Margin improved to 24.1%, a 70bps increase[13] - Diluted EPS increased by 3% to $1.94[13] Segment Performance - Americas Materials Solutions reported revenues of $4.509 billion, a 2% increase, and Adjusted EBITDA of $1.241 billion, up 4%, with a margin of 27.5% (+40bps)[16] - Americas Building Solutions achieved revenues of $2.159 billion, a 2% increase, and Adjusted EBITDA of $501 million, up 5%, with a margin of 23.2% (+70bps)[18] - International Solutions saw revenues of $3.538 billion, a 13% increase, and Adjusted EBITDA of $721 million, up 23%, with a margin of 20.4% (+170bps)[20] Capital Allocation and Strategy - The company invested approximately $1.7 billion in 19 acquisitions year-to-date and growth capex[11] - CRH is acquiring Eco Material Technologies for $2.1 billion to accelerate cementitious growth strategy[11, 29] - The company is declaring a quarterly dividend of $0.37 per share, a 6% year-over-year increase[28] 2025 Outlook - The company is raising its full-year 2025 Adjusted EBITDA guidance to $7.5 billion - $7.7 billion[11, 44] - The company anticipates net income between $3.8 billion and $3.9 billion, and diluted EPS between $5.49 and $5.72[44]

Forward-Looking Statements Certain statements in this presentation are forward-looking, as defined in the Private Securities Litigation Reform Act of 1995. These statements involve risks, uncertainties, and other factors that may cause actual results to differ materially from the information expressed or implied by these forward-looking statements and may not be indicative of future results. These forward-looking statements are subject to a number of risks and uncertainties, including, among others, various ...

Q2 2025 Results Conference Call August 7, 2025 Safe harbour notice Certain statements made in this presentation are forward-looking statements. These forward-looking statements include, but are not limited to: statements relating to BCE's 2025 financial guidance (including revenue, adjusted EBITDA, capital intensity, adjusted EPS, free cash flow and annualized common share dividend); BCE's capital allocation priorities; BCE's net debt leverage ratio and net debt leverage policy target expected to be reached ...

GLOBAL COMMERCIAL PORTFOLIO NEXT-GENERATION INNOVATIVE PLATFORM 0000po HUTCHMED August 2025 Nasdaq/AIM:HCM | HKEX:13 Safe harbor statement & disclaimer The performance and results of operations of the HUTCHMED Group contained within this presentation are historical in nature, and past performance is no guarantee of future results. apat performance is no guarantee of future results of the Group. This presentation cortains for na d-looking statements filings with the US Securities and Endorge Commis within th ...

Financial Performance - B2 Cloud Storage revenue grew by 29% year-over-year in Q2 2025 [11, 19, 33], reaching $19.8 million [42] - Total company revenue reached $36.3 million in Q2 2025, representing a 16% year-over-year growth [42] - Adjusted EBITDA margin was 18% in Q2 2025, doubling compared to the previous year [33, 61] - The company is targeting 30%+ B2 growth in Q4 2025 [34] - Adjusted Free Cash Flow margin improved to -11% in Q2 2025 [62] Strategic Initiatives and Growth Drivers - AI is a significant growth driver, with a 70% increase in AI customer count year-over-year [28] and a 40x growth in data stored by AI customers [28] - The company secured a new $20 million line of credit [33] - A stock buyback program of up to $10 million was approved [33, 49, 50] - The company launched new cyber security features, including Anomaly Alerts, Enterprise Web Console, and Bucket Access Logs [16] Customer Success - The company highlighted a B2 Overdrive customer win with a Generative AI Video Company [21] - The company closed a six-figure deal with a hyperscaler displacement customer [24] - The number of customers with ARR above $50,000 increased by 30% year-over-year, reaching 150 [19, 20]