Perion(PERI) - 2024 Q2 - Earnings Call Presentation
2024-07-31 22:13
Investor Presentation Q2 2024 July 31, 2024 1 Forward Looking Statements This presentation contains historical information and forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995 with respect to the business, financial condition and results of operations of Perion. The words "will," "believe," "expect," "intend," "plan," "should," "estimate" and similar expressions are intended to identify forward-looking statements. Such statements reflect the current views ...
TEVA(TEVA) - 2024 Q2 - Earnings Call Presentation
2024-07-31 22:02
Teva Pharmaceutical Industries Ltd. Second Quarter 2024 Results July 31, 2024 This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are based on management's current beliefs and expectations and are subject to substantial risks and uncertainties, both known and unknown, that could cause our future results, performance or achievements to differ significantly from that expressed or implied by such forward-looking statements. Imp ...
Cencora(COR) - 2024 Q3 - Earnings Call Presentation
2024-07-31 20:47
Cencora, Inc. Third Quarter Fiscal 2024 Earnings Call July 31, 2024 Cautionary Note Regarding Forward Looking Statements Certain of the statements contained in this presentation are "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 (the "Securities Exchange Act"). Words such as "aim," "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "intend," "may," "might," "o ...
ADP(ADP) - 2024 Q4 - Earnings Call Presentation
2024-07-31 20:21
Copyright © 2024 ADP, Inc. ADP Earnings Call & Webcast Q4 Fiscal 2024 July 31, 2024 Forward Looking Statements This document and other written or oral statements made from time to time by ADP may contain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Statements that are not historical in nature and which may be identified by the use of words like "outlook," "expects," "assumes," "projects," "anticipates," "estimates," "we believe," "could," "is desig ...
T-Mobile(TMUS) - 2024 Q2 - Earnings Call Presentation
2024-07-31 19:51
业绩总结 - T-Mobile在Q2实现了行业领先的客户增长、服务收入增长和盈利能力增长[3][4] - 核心调整后的EBITDA增长27%[7] - 调整后的自由现金流增长54%,创下历史新高[10] - 2024年Q2,净收入为29亿美元,稀释每股收益为2.49美元[86] - 核心调整后的EBITDA在Q2 2024年增长了9%,主要原因是服务收入增加[95] 用户数据 - 后付费账户在Q2增长至30,316万,连续增长[16] - 2024年6月末,T-Mobile US, Inc.的总后付费用户账户数为30,316[143] - 2024年6月末,T-Mobile US, Inc.的总高速互联网用户数为5,587[145] - 2024年一季度,T-Mobile US, Inc.的后付费高速互联网用户净增加704[146] 未来展望 - 2024年前景展望中,后付费净客户增加为5.4至5.7百万,核心调整后的EBITDA为31.5至31.8亿美元[121] - FY 2024年度的调整后自由现金流指导范围为净经营活动现金流量减去购买固定资产和设备的现金支出,再加上与证券化交易有关的收益[163] 新产品和新技术研发 - 设备融资-设备分期付款的总融资额尚未提供[147] - 无线设备租赁的租赁收入[148] 市场扩张和并购 - 公司通过股票回购和现金股利计划返还给股东总额达到了43.4亿美元[118] - 公司执行了20亿欧元无担保高级票据的首次债务发行[117] 负面信息 - 2024年第一季度预付费ARPU为37.18美元,较2023年第一季度下降1.46美元[149] - 2024年第一季度净利润率为14.7%,较2023年第一季度增长2.2%[156]
Swisscom(SCMWY) - 2024 Q2 - Earnings Call Presentation
2024-07-31 19:50
业绩总结 - 瑞士和意大利业务稳健发展,Q2营收同比增长1.8%[9] - Fastweb推动Q2营收增长,EBITDA与Q2一致,年度指导方针在计划内[9] - Q2财务表现令人满意,确认年度指导方针[24] - Q2 EBITDA发展稳定,Fastweb表现优异[34] - OpFCF略有下降,但仍保持稳定[39] 用户数据 - Fastweb移动网络连续第4次被评为最快[152] - Fastweb Energia取得强劲的首个运营季度[152] - Fastweb B2B和批发市场势头良好,主要受益于创新的IT服务和可靠的连接服务[157] - Fastweb B2B的收入增长主要由IT服务驱动,较低的边际贡献[159] 未来展望 - CEO提出2024年战略重点[48] - 2025年,移动网络覆盖率目标为90%[132] - 2025年,固定家庭覆盖率目标为57%,2030年目标为75-80%[132] 新产品和新技术研发 - 推出基于AI的聊天机器人,利用自然语言理解和系统集成提高解决方案率[137] - 扩大创新商店格式规模,利用数字辅助[138] 市场扩张和并购 - 收购Vodafone Italia并与Fastweb合并,交易融资顺利完成[17] 负面信息 - 无 其他新策略和有价值的信息 - 瑞士和意大利RGU基数基本稳定,Fastweb持续增长[19] - Fastweb在意大利取得成功,推出新服务并出售FiberCop股份[15] - 瑞士业务趋势保持不变,Telco服务收入略有改善,IT业务持续增长[11] - 瑞士和意大利业务更新[48] - 5年内推动内部效率,实施DevOps中心[142] - Fastweb扩展FTTH网络覆盖面,已实现年度目标39%[163]
Pinterest(PINS) - 2024 Q2 - Earnings Call Presentation
2024-07-31 19:50
Q2 2024 Earnings Report © 2024 Pinterest. All rights reserved. Non-GAAP Financial Measures To supplement our condensed consolidated financial statements, which are prepared and presented in accordance with generally accepted accounting principles in the United States ("GAAP"), we use the following non-GAAP financial measures: Adjusted EBITDA, Adjusted EBITDA margin, non-GAAP costs and expenses (including non-GAAP cost of revenue, research and development, sales and marketing, and general and administrative) ...
Rithm Capital (RITM) - 2024 Q2 - Earnings Call Presentation
2024-07-31 19:45
Q2 2024 Quarterly Supplement Rithm Capital Quarterly Supplement Q2 2024 Disclaimers IN GENERAL. This disclaimer applies to this document and the verbal or written comments of any person presenting it. This document, taken together with any such verbal or written comments, is referred to herein as the "Presentation." FORWARD-LOOKING STATEMENTS. Certain statements regarding Rithm Capital Corp. (together with its subsidiaries, "Rithm," "Rithm Capital," the "Company" or "we") in this Presentation may constitute ...
Werner Enterprises(WERN) - 2024 Q2 - Earnings Call Presentation
2024-07-31 15:30
WERNER 2924 EARNINGS PRESENTATION July 30, 2024 /// WE KEEP AMERICA MOVING® DISCLOSURE STATEMENT This presentation may contain 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, and made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, as amended. Such forward-looking statements are based on information presently available to the Company's ma ...
First Solar(FSLR) - 2024 Q2 - Earnings Call Presentation
2024-07-31 15:12
First Solar Q2'24 Earnings Call July 30, 2024 | Important Information Cautionary Note Regarding Forward Looking Statements This presentation contains forward-looking statements which are made pursuant to safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements in this presentation, other than statements of historical fact, are forward-looking statements. These forward-looking statements include, but are not limited to, statements concerning: demand for our technology, o ...