BRP(DOOO) - 2025 Q2 - Earnings Call Presentation
2024-09-06 21:00
财务表现 - FY25 Q2 营收下降34%,从2,778百万加元降至1,842百万加元[11] - FY25 Q2 标准化每股收益下降81%,从3.21加元降至0.61加元[11] - 净收入为7.2百万加元,相比于2023年同期的338.7百万加元有所下降[53] - 规范化净收入为46.4百万加元,相比于2023年同期的255.4百万加元有所下降[53] - 自营活动产生的净现金流为111.6百万加元,相比于2023年同期的489.4百万加元有所下降[55] 产品和市场 - FY25 Q2 北美动力运动零售销售下降18%,受到行业趋势疲软影响[12] - Can-Am ORV 取得了销售记录,零售销售再次创下记录[18] - 公司在ORV领域的市场份额持续增长,尤其在SSV和ATV领域[19] - 公司推出了两款电动摩托车模型,进军摩托车行业[21] - 公司在新产品推出方面取得了卓越的成绩,继续引领创新[22] - 公司进入了新市场,推出了首款Can-Am 2W车型:Origin和Pulse[50] 业务展望 - 公司更新了指导方针,反映了修订后的出货计划和更具挑战性的行业动态[14] - 公司调整了出货计划和促销支持,以应对市场环境变得更具挑战性[49] - 预计短期内市场份额会出现波动,因为其他原始设备制造商正在处理更高水平的网络库存[49] - 公司重点投资于研发,以支持未来几年的创新管道[50]
Genesco(GCO) - 2025 Q2 - Earnings Call Presentation
2024-09-06 20:50
业绩总结 - Q2 FY25销售额为5.25亿美元,同比增长8%的电子商务销售[16] - Q2 FY25总销售额同比持平,但电子商务销售同比增长8%[17] - Journeys Group的同店销售同比下降1%,Schuh Group同比下降2%,Johnston & Murphy Group同比下降5%[21] - 总体公司数字业务表现突出,电子商务销售占零售销售的22%[11] - 总公司库存同比下降8%,Journeys库存同比下降9%[11] 财务状况 - 2024年第二季度,Journeys Group运营亏损11.2百万美元,同比下降2.0%[26] - 2025年前6个月,Journeys Group运营亏损30.0百万美元,同比下降4.3%[27] - 2024年第二季度,Genesco Brands Group库存销售同比增长81%[28] 展望和计划 - 2025年预计Journeys Group零售店数量将减少2%[32] - 2025年预计资本支出约为5200 - 5700万美元[33] 毛利情况 - 调整后的第二季度毛利为245,808千美元,占销售额的46.8%[37] - 调整后的六个月毛利为463,670千美元,占销售额的47.2%[38]
eGain(EGAN) - 2024 Q4 - Earnings Call Presentation
2024-09-06 09:18
INVESTOR PRESENTATION AI Knowledge for Service eGain NASDAQ: EGAN September 2024 Safe Harbor statement This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including without limitation: our financial guidance for the first quarter of fiscal 2025 and fiscal 2025 full year ending June 30, 2025; expectations regarding demand for our offerings; and our market opportunity. The achievement or success of ...
UiPath(PATH) - 2025 Q2 - Earnings Call Presentation
2024-09-06 08:58
Ui Path® 2Q FY 2025 Earnings Supplemental Slides Safe harbor Statements we make in this presentation may include statements which are not historical facts and are considered forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995, which are usually identified by the use of words such as "anticipates," "believes," "estimates," "expects," "intends," "may," "plans," "possible," "projects," "outlook," "seeks," "should," "will," and variations of such words or similar expressio ...
Argan(AGX) - 2025 Q2 - Earnings Call Presentation
2024-09-06 08:35
业绩总结 - 综合第二季度收入同比增长61%[4] - 电力行业服务第二季度收入同比增长65%[4] - 工业建筑服务第二季度收入同比增长52%[4] - 每股收益为1.31美元[4] - 第二季度EBITDA为2,500万美元,自2017年10月以来最高[4] - 项目积压增加,总额达10亿美元[4] - 无债务,资产负债表稳健[4] - 每股季度股息为0.30美元[4] 未来展望 - 2024年净利润为18,198千美元,较2023年的12,767千美元增长了42.6%[36] - 2024年EBITDA为24,842千美元,较2023年的17,945千美元增长了38.4%[36] - 所得税费用在2024年为6,083千美元,较2023年的4,592千美元增长了32.5%[36] - 购买无形资产摊销在2024年为98千美元,较2023年的98千美元持平[36]
Braze(BRZE) - 2025 Q2 - Earnings Call Presentation
2024-09-06 08:18
Q2 Fiscal 2025 Earnings Results September 5, 2024 braze Braze Financial Highlights $582M QUARTERLY REVENUE RUN RATE 1 114% DOLLAR-BASED NET RETENTION RATE 26% YoY REVENUE GROWTH 96% SUBSCRIPTION REVENUE 2,163 CUSTOMERS IN OVER 75 COUNTRIES $23M GAAP NET LOSS Data as of July 31, 2024 or the three months ended, as applicable 1. Represents quarterly GAAP revenue multiplied by 4 2 Forward-Looking Statements This presentation contains, and statements made during this presentation contain, "forward-looking statem ...
DocuSign(DOCU) - 2025 Q2 - Earnings Call Presentation
2024-09-06 06:40
| --- | --- | --- | --- | |---------------------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | Bringing Agreements | | | | | to Life | | | | | | | | | | Q2 FY25 | | | | | | | | | | | | | | | | | | | Safe Harbor 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, that are based on our management's beliefs and assumptions and on information c ...
Planet Labs PBC(PL) - 2025 Q2 - Earnings Call Presentation
2024-09-06 06:29
FISCAL 2Q'25 planet. UPDATE September 5, 2024 OLYMPIC RINGS, EIFFEL TOWER, PARIS, FRANCE August 11, 2024 • SkySat Disclaimers All references to "Planet" or the "Company" in this presentation are references to Planet Labs PBC (NYSE: PL). Forward-looking Statements 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. Forward-looking statements generally relate to fu ...
Jefferies Global Industrial Conference
2024-09-06 01:30
业务发展 - Alcoa于2024年8月1日完成对Alumina Limited的收购,加强了作为世界最大的铝土矿和氧化铝生产商之一的地位[6] - Alcoa的业务部门在2023年处于铝土矿和氧化铝成本曲线的第一四分位,2023年处于铝成本曲线的第二四分位[9] - Alcoa计划通过长期技术项目,如“未来铝厂”项目和ELYSIS惰性阳极技术,实现减少排放和提高回收利用率的目标[28] 市场趋势 - 全球铝市场在2024年至2033年预计总需求增长为11.3百万吨,主要受到低碳趋势驱动[13] - 中国限制供应并设定碳排放目标,导致全球铝供应增长主要由中国以外地区主导[14] - 中国市场铝价上涨,反映市场动态[60] 财务表现 - Alcoa的财报显示,第二季度收入、每股收益和调整后的EBITDA均环比增长[41] - Alcoa的调整后EBITDA(不含特殊项目)在第二季度较上季度增长了193百万美元[44] - Alcoa公司的总收入为29.06亿美元,调整后的EBITDA为3.25亿美元[85] 财务状况 - Alcoa的现金流情况良好,第二季度现金结余为14亿美元,工作资本周转天数降至41天[51] - Alcoa公司的自由现金流为123百万美元[114] - Alcoa公司的净债务为1,308百万美元[115]
Culp(CULP) - 2025 Q1 - Earnings Call Presentation
2024-09-06 01:04
CUI P Positioning for the Future Culp Restructuring Plan – September 2024 1 Forward Looking Statements 2 This presentation contains "forward-looking statements" within the meaning of the federal securities laws, including the Private Securities Litigation Reform Act of 1995 (Section 27A of the Securities Act of 1933 and Section 21E of the Securities and Exchange Act of 1934). Such statements are inherently subject to risks and uncertainties that may cause actual events and results to differ materially from ...