AAR(AIR) - 2025 H2 - Earnings Call Presentation
2025-08-27 22:00
2025 ANNUAL RESULTS Investor presentation 28 August 2025 NZX: AIR / ASX: AIZ / US OTC: ANZLY AIR NEW ZEALAND 2024 ANNUAL RESULTS 1 1 ALL INFORMATION IS PRIVATE AND CONFIDENTIAL AIR NEW ZEALAND 2025 ANNUAL RESULTS FORWARD-LOOKING STATEMENTS AND DISCLAIMER This presentation is given on behalf of Air New Zealand Limited (NZX: AIR and AIR030; ASX: AIZ). The information in this presentation: looking statements and undue reliance should not be placed on any forward- looking statements The following non-GAAP measu ...
NetApp(NTAP) - 2026 Q1 - Earnings Call Presentation
2025-08-27 21:30
Financial Performance - NetApp achieved Q1 FY26 revenue of $1.56 billion, a 1.2% year-over-year increase[44] - Billings for Q1 FY26 reached $1.51 billion, representing a 4.3% year-over-year growth[44] - The company's Q1 FY26 Non-GAAP gross margin was 71.1%, a decrease of 110 bps year-over-year[44] - Non-GAAP earnings per share for Q1 FY26 were $1.55, a 0.6% decrease year-over-year[44] - NetApp's Q1 FY26 free cash flow was $620 million, resulting in a free cash flow margin of 39.8%[43, 44] Segment Performance - Public Cloud Services gross margin long-term target range raised to 80%-85%[43] - Public Cloud Segment Net Revenues is $161 million[84] - Hybrid Cloud Segment Net Revenues is $1.398 billion[84] Future Outlook - NetApp reaffirmed its FY26 revenue guidance of $6.625 billion to $6.875 billion[82] - The company projects a Non-GAAP gross margin of 71% to 72% and a Non-GAAP operating margin of 28.8% to 29.8% for FY26[82]
Urban Outfitters(URBN) - 2026 Q2 - Earnings Call Presentation
2025-08-27 21:00
Urban Outfitters, Inc. FY'26 Q2 RESULTS Urban Outfitters, Inc. "URBN" is providing fiscal 2026 second quarter commentary ahead of our earnings call scheduled for August 27th at 5:00pm. We remind you that any forward-looking statements made in this commentary are subject to our safe harbor statement found in our SEC filings. Our second quarter earnings release and related financial information are available on our website, www.urbn.com. As used in this document, unless otherwise defined,"Anthropologie" refer ...
Pure Storage(PSTG) - 2026 Q2 - Earnings Call Presentation
2025-08-27 21:00
Q2 Fiscal 2026 Financial Results August 27, 2025 This presentation contains forward-looking statements regarding our products, business and operations, including but not limited to our views relating to our opportunity relating to hyperscale and AI environments, our ability to meet hyperscalers' performance and price requirements, our ability to expand with our current hyperscale customer and to land new hyperscale customers, our ability to meet the needs of hyperscalers for the entire spectrum of their onl ...
Veeva(VEEV) - 2026 Q2 - Earnings Call Presentation
2025-08-27 21:00
Q2'26 Quarterly Results August 27, 2025 Safe Harbor and Other Information This presentation and associated commentary contain forward-looking statements regarding Veeva's expected future performance and, in particular, includes guidance, provided as of August 27, 2025, about Veeva's expected future financial results. Estimating guidance accurately for future periods is difficult. It involves assumptions and internal estimates that may prove to be incorrect and is based on plans that may change. Hence, there ...
The Cooper Companies(COO) - 2025 Q3 - Earnings Call Presentation
2025-08-27 21:00
1. Guidance updated 8/27/25. CooperCompanies Fiscal 2025 & Q4'25 financial guidance | | | | FY25 Guidance | Q4 2025 Guidance | | --- | --- | --- | --- | --- | | | Total | $4,076 - | $4,096 | $1,049 - $1,069 | | | | (4% - | 4.5% organic growth) | (2% - 4% organic growth) | | s e al S | CooperVision | $2,734 - | $2,747 | $700 - $713 | | | | (4% - | 5% organic growth) | (2% - 4% organic growth) | | | CooperSurgical | $1,343 - | $1,349 | $350 - $356 | | | | (3% - | 3.5% organic growth) | (2% - 4% organic growth ...
CrowdStrike(CRWD) - 2026 Q2 - Earnings Call Presentation
2025-08-27 21:00
Financial Results Q2 FY 2026 As of August 27, 2025 ® CrowdStrike, Inc. All rights reserved. Please see the appendix included at the end of this presentation for a discussion of non-GAAP financial measures and a reconciliation of historical non-GAAP measures to historical GAAP measures. Safe Harbor This presentation includes express and implied "forward-looking statements", including forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking stateme ...
Snowflake(SNOW) - 2026 Q2 - Earnings Call Presentation
2025-08-27 21:00
Financial Performance - Product revenue reached $1.09 billion in Q2 FY26, representing a 32% year-over-year growth[53] - The company's net revenue retention rate was 125% in Q2 FY26[41] - Non-GAAP product gross margin was 76% in Q2 FY26[41] - Non-GAAP operating margin was 11% in Q2 FY26[75] - The company had 654 customers with over $1 million in product revenue, a 30% year-over-year growth[41, 67] - Remaining Performance Obligations (RPO) reached $6.93 billion, with 50% expected to be recognized as revenue in the next twelve months[57] Customer and Market Growth - The company's total customer base grew to 12,062[61] - Forbes Global 2000 customers increased to 751[63] - The company estimates its Total Addressable Market (TAM) has more than doubled[38] AI Data Cloud - 40% of customers have at least one stable edge in data sharing[85] - Marketplace listings grew by 21% year-over-year to 3,400[85] Fiscal Year 2026 Guidance - The company projects product revenue of $4.395 billion for FY26[88] - The company projects Non-GAAP operating margin of 9% for FY26[88]
Agilent Technologies(A) - 2025 Q3 - Earnings Call Presentation
2025-08-27 20:30
Financial Performance - Q3 FY2025 - Revenue reached $1.74 billion, exceeding guidance by over $60 million[9] - Reported revenue growth was +10.1%[7, 11] - Core revenue growth was +6.1%[7, 16] - EPS was $1.37, a +4% year-over-year increase[7, 9] - Operating margin was 25.1%[7, 9] FY2025 Outlook - Core growth outlook raised to 4.5%[9, 14] - Revenue guidance increased by $150 million at the midpoint[9] - Net Revenue guidance is $6.91 to $6.93 billion[34] - EPS guidance is $5.56 to $5.59[34] Segment Performance - Q3 FY2025 - LDG (Life Sciences and Diagnostics Group) core growth was +14%[18] - ACG (Agilent CrossLab Group) core growth was +5%[18] - AMG (Agilent Molecular Spectroscopy Group) core growth was +7%[18] Revenue Breakdown - Americas accounted for 39% of Agilent's revenue[23] - Europe accounted for 28% of Agilent's revenue[23] - Asia-Pacific accounted for 33% of Agilent's revenue[23]
HP(HPQ) - 2025 Q3 - Earnings Call Presentation
2025-08-27 20:30
This presentation contains forward-looking statements based on current expectations and assumptions that involve risks and uncertainties. If the risks or uncertainties ever materialize or the assumptions prove incorrect, they could affect the business and results of operations of HP Inc. and its consolidated subsidiaries ("HP") which may differ materially from those expressed orimplied by such forward-looking statements and assumptions. All statements other than statements of historical fact are statements ...