Tandem Diabetes Care(TNDM) - 2025 Q2 - Earnings Call Presentation
2025-08-06 20:30
Company Overview AUGUST 6, 2025 Ben diagnosed 2024 Izzy diagnosed 2014 Safe Harbor Certain statements in this presentation constitute forward-looking statements, including, without limitation, statements about: the perceived advantages of our products relative to competitive products and technologies; our anticipated growth and other measures of future operating results and financial performance; the development and commercialization of new products; our ability to secure and maintain necessary regulatory a ...
Kulicke & Soffa(KLIC) - 2025 Q3 - Earnings Call Presentation
2025-08-06 20:30
Kulicke & Soffa Nasdaq: KLIC Quarterly Earnings Review August 6, 2025 Q3F25 Ended June 28, 2025 1 Earnings Review Safe Harbor In addition to historical statements, this presentation contains statements relating to future events and our future results based on management's expectations as of August 6, 2025. These statements are "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995. While these forward-looking statements represent our judgments and future expe ...
e.l.f.(ELF) - 2026 Q1 - Earnings Call Presentation
2025-08-06 20:30
TARANG AMIN CHAIRMAN & CHIEF EXECUTIVE OFFICER Q1 RESULTS Q1 FY 2026 EARNINGS As a reminder, this call contains forward- looking statements that are based on management's expectations – including those relating to the category trends and longer-term outlook – and are subject to known and unknown risks and uncertainties, and therefore, actual results may differ materially. Important factors that may cause actual results to differ are detailed in today's press release and the company's SEC filings. In additio ...
Light & Wonder(LNW) - 2025 Q2 - Earnings Call Presentation
2025-08-06 20:30
Second Quarter 2025 Earnings Presentation August 6, 2025 © 2025 LIGHT & WONDER Forward-Looking Statements S E C T I O N T I T L E, 1 0 P T In this presentation, Light & Wonder makes "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements describe future expectations, plans, results or strategies and can often be identified by the use of terminology such as "may," "will," "estimate," "intend," "plan," "continue," "believe," "exp ...
Universal Technical Institute(UTI) - 2025 Q3 - Earnings Call Presentation
2025-08-06 20:30
Financial Performance and Guidance - FY2025 revenue guidance is \$830 million to \$835 million[7] - FY2025 net income guidance is \$56 million to \$60 million[7] - FY2025 adjusted EBITDA guidance is \$124 million to \$128 million[7] - The "North Star Strategy Phase II" aims to achieve over \$1 billion in yearly revenue and approach \$200 million in adjusted EBITDA by fiscal year 2029[7] Expansion and Growth Strategy - The company plans to launch a minimum of six programs annually at existing campuses beginning in fiscal year 2025[47] - The company plans to open at least two new campuses each year between fiscal years 2026 and 2029[47] - The company is executing a multifaceted approach to expansion, including program expansions, new campuses, and optimized models[25, 26] Division Performance (FY2024) - UTI Division revenue was \$486 million with approximately 14,000 average students[12] - UTI Division adjusted EBITDA was \$104 million, representing a 21.4% margin[53] - Concorde Division revenue was \$246 million with approximately 8,000 average students[12] - Concorde Division adjusted EBITDA was \$28 million, representing an 11.5% margin[62]
SONOS(SONO) - 2025 Q3 - Earnings Call Presentation
2025-08-06 20:30
August 6, 2025 Forward Looking Statements This presentation contains forward-looking statements that involve risks and uncertainties. These forward-looking statements include statements regarding our outlook for the fiscal quarter ending September 27, 2025; our long-term outlook; our long-term focus, financial, growth, and business strategies and opportunities; our transformational cost initiative; tariffs; growth metrics and targets; go forward run rate operating expenses; our ability to manage operating e ...
Magnite(MGNI) - 2025 Q2 - Earnings Call Presentation
2025-08-06 20:30
Q2 2025 Financial Highlights - Contribution ex-TAC reached $162 million, a 10% increase year-over-year, exceeding the guidance of $154 to $160 million[16] - CTV Contribution ex-TAC was $71.5 million, up 14% year-over-year (15% excluding political), hitting the high end of the $70 to $72 million guidance[16] - DV+ Contribution ex-TAC amounted to $90.4 million, an 8% increase year-over-year, surpassing the $84 to $88 million guidance[16] - Adjusted EBITDA increased by 22% year-over-year to $54.4 million, resulting in a 34% Adjusted EBITDA margin, compared to $44.7 million and a 30% margin in Q2 2024[16] - Non-GAAP earnings per share increased to $0.20, compared to $0.14 for Q2 2024[16] Q3 2025 Guidance - Total Contribution ex-TAC is projected to be between $161 million and $165 million[19] - CTV Contribution ex-TAC is expected to range from $71 million to $73 million, representing a growth of 10% to 13% (or 17% to 20% excluding political)[19] - DV+ Contribution ex-TAC is anticipated to be between $90 million and $92 million, indicating a growth of 6% to 8%[19] 2025 Full-Year Expectations - Total Contribution ex-TAC growth is expected to be above 10%[22] - Excluding political factors, total Contribution ex-TAC growth is projected in the mid-teens[22] - Adjusted EBITDA is expected to grow in the mid-teens percentage[22] - Adjusted EBITDA margin expansion is anticipated to increase to at least 150 basis points, up from the previous 100 basis points[22]
Revolution Medicines(RVMD) - 2025 Q2 - Earnings Call Presentation
2025-08-06 20:30
On Target to Outsmart Cancer August 2025 © 2025 Revolution Medicines, Inc. 2 Legal Disclaimer This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial position, business strategy, prospective products, availability of funding, ability to manage existing collaborations and establi ...
SkyWater(SKYT) - 2025 Q2 - Earnings Call Presentation
2025-08-06 20:30
Q2 Earnings AUGUST 6, 2025 SkyWater Technology Forward-Looking Statements This presentation contains "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements that are based on the Company's current expectations or forecasts of future events, rather than past events and outcomes, and such statements are not guarantees of future performance. Forward-looking statements include all statements other than statements of historical fact contained ...
LiveRamp (RAMP) - 2026 Q1 - Earnings Call Presentation
2025-08-06 20:30
Q1 FY26 Earnings Presentation Aug 6, 2025 Cautionary Statement This presentation contains 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, including, without limitation, regarding LiveRamp's (the "Company") future business prospects. These statements involve risks and uncertainties that could cause the Company's actual results to differ materially, including, but not limited to competit ...