CEVA(CEVA) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:30
Financial Performance - Total revenue reached $28.4 million, compared to $27.2 million in Q3'24[2] - Non-GAAP diluted income per share was 11 cents, down from 14 cents in Q3'24[2] - GAAP diluted income per share was a loss of 10 cents, compared to a loss of 6 cents in Q3'24[2] - Licensing and related revenue increased to $16 million, a 3% year-over-year increase from $15.6 million in Q3'24[4] - Royalties revenue increased to $12.4 million, a 6% year-over-year increase from $11.6 million in Q3'24[4] - Non-GAAP operating income was $3.1 million, compared to $2.1 million in Q3'24[4] - Non-GAAP net income was $3.4 million, compared to $2.7 million in Q3'24[4] Other Key Metrics - The company returned $1 million to shareholders via stock repurchase of 40,295 shares in Q3[9] - $152 million in cash and cash equivalent balances, marketable securities and bank deposits at the end of Q3, debt free[9] - Total units shipped reached 579 million[8]
eToro Group Ltd-A(ETOR) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:30
Q3 2025 Key Performance Indicators - eToro's funded accounts reached 373 million, a 16% year-over-year increase[13] - Assets Under Administration (AUA) totaled $208 billion, marking a 76% year-over-year growth[13] - Net Contribution amounted to $215 million, reflecting a 28% year-over-year increase[13] - Adjusted EBITDA reached $78 million, a 43% year-over-year increase[13] Financial Performance - Net income increased to $57 million, a 48% year-over-year increase[119] - Total money transfers grew to $28 billion, a 58% year-over-year increase[115] - Interest-earning assets rose to $79 billion, a 53% year-over-year increase[111] User Engagement - The number of trades in capital markets/ECC increased to 135 million, a 15% year-over-year increase[106] - The number of cryptoasset trades increased to 16 million, a 73% year-over-year increase[106] - Invested amount per cryptoasset trade increased to $300, a 58% year-over-year increase[106] Strategic Initiatives - eToro announced a $150 million share repurchase program[156] - eToro Money accounts reached 175 million, with debit card issuance increasing 25 times compared to Q2[75]
ADC Therapeutics(ADCT) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:30
3Q 2025 Earnings Call November 10, 2025 Agenda 01 Introduction Ameet Mallik Chief Executive Officer 03 Chief Financial Officer Financial Update Pepe Carmona 04 Q&A 2 Forward-Looking Statements 02 Clinical Highlights Mohamed Zaki Chief Medical Officer This presentation and any accompanying oral presentation have been prepared by ADC Therapeutics SA ("ADC Therapeutics", "we" or "us") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construe ...
monday.com(MNDY) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:30
Financial Performance - Revenue for Q3 FY25 reached $317 million, representing a 26% year-over-year growth[5] - The company's adjusted free cash flow was $92 million, which is 29% of the revenue[5] - Gross margin stands at 90%[5] - Remaining performance obligations (RPO) reached $747 million in Q3 FY25[36] Customer Growth and Retention - Customers with ARR (Annual Recurring Revenue) exceeding $50,000 experienced a 37% year-over-year increase, totaling 3,993[5] - Net dollar retention rate for customers with ARR over $50,000 is 117%[5] - Total customer base has grown at a CAGR of 22% from FY19 to FY24[17] Customer Segmentation - Customers with $50k+ ARR contribute 40% of the total ARR[29] - Customers with $100k+ ARR contribute 27% of the total ARR[29] - Customers with $500k+ ARR contribute 6% of the total ARR[29] Geographical Revenue Distribution - North America accounts for 54% of the company's revenue[23] - Europe contributes 27% to the company's revenue[23] - MEA (Middle East & Africa) accounts for 5% of the company's revenue[23] - APAC (Asia-Pacific) contributes 8% to the company's revenue[23] - Latam (Latin America) accounts for 6% of the company's revenue[23]
Exodus Movement Inc(EXOD) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:30
Exodus Movement, Inc. Forward looking statements This presentation contains "forward-looking statements" as that term is defined by the federal securities laws. All forward-looking statements are based upon our current expectations and various assumptions and apply only as of the date made. Our expectations, beliefs, and projections are expressed in good faith, and we believe there is a reasonable basis for them. However, there can be no assurance that our expectations, beliefs, and projections will be achi ...
Regeneron Pharmaceuticals (NasdaqGS:REGN) Earnings Call Presentation
2025-11-10 13:30
Factor XI Program Overview - Regeneron is developing two Factor XI antibodies, REGN7508Cat and REGN9933A2, targeting various indications with different bleeding risk profiles[51] - The company aims to address unmet needs in anticoagulation by potentially reducing bleeding risk while maintaining efficacy[64] - Genetics support targeting Factor XI, as lower FXI levels are associated with reduced VTE and cardioembolic stroke risk[16, 20] Clinical Data and Development - ROXI-VTE-I and ROXI-VTE-II studies showed REGN7508Cat had a numerically lower VTE rate compared to apixaban, while REGN9933A2 had a numerically lower VTE rate compared to enoxaparin in TKR patients[33, 36] - In a pooled analysis, REGN7508Cat showed a 13.6% risk difference reduction in VTE incidence compared to pooled enoxaparin[35] - Interim results from the ROXI-CATH study in catheter-associated thrombosis showed a 66% relative risk reduction in VTE with REGN7508Cat versus placebo[40] - A Phase 1 GI bleed study indicated that REGN7508/REGN9933 resulted in 14% less bleeding risk compared to rivaroxaban + aspirin[46] Commercial Opportunity - The current global anticoagulation market is \$20 billion, with standard-of-care DOAC utilization at approximately 50% due to bleeding risk[12] - The U S Factor XI total addressable market in post-TKR VTE is estimated to be ~800K patients, with a ~40% class share anticipated[56, 75] - The U S Factor XI total addressable market in cancer VTE is estimated to be ~300K patients, with a ~30-35% class share anticipated[56, 85]
ARS Pharmaceuticals(SPRY) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:30
Neffy Sales Performance and Growth - Neffy US quarterly net sales showed strong growth throughout 2025, reaching $7.8 million in Q1, $12.8 million in Q2 (a 1.64x increase), and $31.3 million in Q3 (a 2.45x increase)[6] - ARS Pharmaceuticals anticipates further accelerated US growth with the addition of neffy to commercial formularies of CVS Caremark/Aetna (~23% of Rx) and Prime (~11%) by Spring 2026[8] - Direct-to-consumer (DTC) campaign significantly increased consumer awareness of neffy, with aided consumer awareness rising from 20% in May 2025 to 56% in September 2025, a 2.8x increase[11] Market Expansion and Patient Satisfaction - Approximately 26% of neffy patients are from market expansion segments, including those who have never had a prescription or are lapsed/non-fillers, representing a significant addressable market in the US[19] - Surveys indicate that 95% of neffy users are likely to refill their prescription, compared to 31% to 39% for epinephrine auto-injectors (EAIs)[22] - 87% of neffy users reported a positive impact on their daily and social life[22] Healthcare Professional (HCP) Engagement - The number of HCPs prescribing neffy has grown significantly, from 5,600 in April 2025 to 18,000 in November 2025[16] - ARS Pharmaceuticals has a total direct reach to approximately 20,000 HCPs, representing about 55% of epinephrine prescriptions from all HCPs[17] - 89% of HCPs prescribe neffy when asked by a patient[11] Financial Position - ARS Pharmaceuticals reported total revenue of $32.5 million and a net loss of $51.2 million for Q3 2025[24] - The company had $288.2 million in cash, cash equivalents, and short-term investments as of September 30, 2025[24] - A $100 million debt facility draw in September 2025 provides additional operational flexibility[24]
InflaRx (NasdaqGS:IFRX) Earnings Call Presentation
2025-11-10 13:00
INF904 Topline Phase 2a Data Hidradenitis suppurativa (HS) & chronic spontaneous urticaria (CSU) NOVEMBER 10, 2025 NIELS RIEDEMANN, M.D., PH.D. 1 Speakers PROF. JOHN INGRAM Clinical Professor & Consultant Dermatologist, Cardiff University & Specialty Lead for Dermatology, Health and Care Research Wales CAMILLA CHONG, M.D. Chief Medical Officer, InflaRx Chief Executive Officer, Founder, InflaRx This presentation contains forward-looking statements. All statements other than statements of historical fact are ...
Roivant Sciences(ROIV) - 2026 Q2 - Earnings Call Presentation
2025-11-10 13:00
Business Highlights - Roivant anticipates an NDA filing for brepocitinib in dermatomyositis (DM) in the first half of 2026 [14] - Positive Phase 3 VALOR study results for brepocitinib in DM showed statistically significant benefit on all 10 ranked endpoints [13] - Durable remission data in Graves' disease (GD) and positive Phase 3 batoclimab data in Myasthenia Gravis (MG) and Chronic Inflammatory Demyelinating Polyneuropathy (CIDP) were unveiled [13] - A favorable Markman ruling was issued for Genevant in the Pfizer case [13] Pipeline Progress - Registrational trials have been initiated in GD, MG, CIDP, Difficult-to-Treat Rheumatoid Arthritis (D2T RA), and Sjögren's disease (SjD); a Proof of Concept (POC) trial has been initiated in Cutaneous Lupus Erythematosus (CLE) [13] - The company is focusing on clinical trial execution to drive significant potential value, with 11 registrational trials in indications with blockbuster potential [18] - In the VALOR study, brepocitinib 30 mg showed a mean Total Improvement Score (TIS) of 46.5, a delta of >15 points (p=0.0006) relative to placebo at week 52 (TIS of 31.2) [24] - Approximately 50% of responders in the batoclimab Graves' disease study achieved Anti-Thyroid Drug (ATD)-free remission at Week 48 [61] Financial Status - Roivant reported a strong capital position with $4.4 billion in cash balance as of September 30, 2025 [13, 73] - Research and Development (R&D) expense was $165 million, with an adjusted R&D expense of $153 million (non-GAAP) for the three months ended September 30, 2025 [73] - General and Administrative (G&A) expense was $143 million, with an adjusted G&A expense of $72 million (non-GAAP) for the same period [73]
BITDEER(BTDR) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:00
Financial Performance - Total revenue for Q3 2025 was $169.7 million[9, 11], a significant increase compared to $62.0 million in Q3 2024[9] - Adjusted EBITDA for Q3 2025 reached $43.0 million[9, 11], a substantial improvement from $(7.9) million in Q3 2024[9] - The company reported a net loss after tax of $266.7 million for Q3 2025[11] - Cash and cash equivalents stood at $196.3 million, with a crypto balance of $246.2 million[11] Operational Highlights - Self-mining operations saw a significant increase, with the number of BTC mined rising from 565 in Q2 2025 to 1,109 in Q3 2025[13], a roughly 96% increase - The company achieved a hash rate of 41.2 EH/s as of October 31, 2025[11], compared to 14.2 EH/s in October 2025[13], a roughly 190% increase - Sales of SEALMINERs contributed $11.4 million in revenue from 0.8 EH/S of mining rigs sold in Q3 2025[15] Strategic Initiatives and Infrastructure - The company is expanding its HPC/AI strategy across multiple initiatives[11, 22] - The Clarington, Ohio site with 570 MW electrical capacity is expected to be available by Q3 2026[11, 32] - The company has a global scale with a strong power pipeline, aiming to have 2.1 GW of power capacity online by Q4 2026[60]