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 ...
Freshworks(FRSH) - 2024 Q2 - Earnings Call Presentation
2024-07-31 12:10
Q2 2024 Earnings Presentation July 30, 2024 © 2024 Freshworks Inc. All rights reserved. Disclaimer This presentation has been prepared by Freshworks Inc. ("Freshworks") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise, or representation by Freshworks or any officer, director, employee, agent, or advisor of Freshworks. This presentation does not purport to be all inclusive or to contain all of the in ...
Informatica (INFA) - 2024 Q2 - Earnings Call Presentation
2024-07-31 11:32
Investor Presentation Second Quarter 2024 Ended June 30, 2024 July 30, 2024 Safe Harbor and Statement Regarding Use of Non-GAAP Financial Measures This presentation contains forward-looking statements about Informatica and the environment in which Informatica operates. These statements may relate to, but are not limited to, expectations of future operating results or financial performance, market size and growth opportunities, the calculation of certain of our key financial and operating metrics, capital ex ...
Microsoft(MSFT) - 2024 Q4 - Earnings Call Presentation
2024-07-31 09:29
财务数据 - FY24 Q4财务摘要显示,Microsoft的营收为647亿美元,同比增长15%[6] - 商业预订额同比增长17%,达到2690亿美元[8] - Microsoft Cloud的营收同比增长21%,达到368亿美元[10] - 现金流量从运营活动中获得了372亿美元,同比增长29%[13] 产品和服务 - Office商业产品和云服务营收同比增长12%[14] - Dynamics产品和云服务营收同比增长16%[16] - 服务器产品和云服务营收同比增长21%[41] - Windows 商业产品和云服务收入增长11%(按固定汇率计算增长12%),主要受到对 Microsoft 365 的需求推动[60] - 游戏收入增长44%,其中包括来自 Activision 收购的48个百分点的净影响[61] - Xbox 内容和服务收入增长61%,其中包括来自 Activision 收购的58个百分点的净影响;Xbox 硬件收入下降42%(按固定汇率计算下降41%)[62] - 设备收入下降11%(按固定汇率计算下降9%),因为公司继续专注于高毛利润的高端产品[63] - 搜索和新闻广告收入(不包括流量获取成本)增长19%,主要受到搜索量增加和每次搜索的收入增加的推动[64] 未来展望 - 2024财年,公司总收入按固定汇率计算增长16%,总营业利润按固定汇率计算增长15%[66] - 2024财年,生产力和智能云部门收入按固定汇率计算增长12%,更个人计算部门收入按固定汇率计算增长20%[69] - 2024财年,商业产品和云服务收入按固定汇率计算增长12%,Office 365 商业收入按固定汇率计算增长13%[76] - 2024财年,Windows 商业产品和云服务收入按固定汇率计算增长12%[77]
CPKC(CP) - 2024 Q2 - Earnings Call Presentation
2024-07-31 09:21
业绩总结 - Q2 2024总收入为36亿美元,同比增长14%[16] - 综合总收入为36亿美元,同比增长8%[17] - 第二季度总收入报告为3,603百万美元,同比增长14%[48] - 核心调整后的合并营业收入为1,378百万美元,同比增长17%[50] - 控股股东净收入为905百万美元,同比下降32%[51] - 核心调整后的合并净收入为983百万美元,同比增长27%[51] 用户数据 - 每小时列车速度为19.3英里,较去年同期增长6%[20] - 车站停留时间为9.5小时,较去年同期下降9%[20] - 机车生产率为172,较去年同期增长10%[20] - 燃油效率为1.027,较去年同期下降2%[20] - FRA列车事故频率为0.77,较去年同期下降4%[20] 未来展望 - 预计2024年核心调整后的合并稀释每股收益将实现两位数增长[69] 新产品和新技术研发 - 2023年上半年,列车平均速度为17.6英里/小时,较2024年的19.2英里/小时有9%的改善[108] 市场扩张和并购 - 国际联运货物量下降,主要受潜在劳资纠纷和合同时间影响[42]
Houlihan Lokey(HLI) - 2025 Q1 - Earnings Call Presentation
2024-07-31 09:18
公司财务表现 - 公司财务表现强劲,五年复合年增长率为12%[40][44] - 公司调整前税前收入在同期内以11%的复合年增长率增长[42][46] - 公司财务状况稳健,2022财年在极为牛市的市场条件下取得了创纪录的业绩[41] - 公司财务表现稳健,2021和2022财年税前利润率较高,部分归因于COVID-19导致的暂时性非薪酬支出减少[43] 公司规模和地理分布 - 公司在全球范围内拥有36个地点和2,584名员工[21][22] 财务业务 - 公司营收为20亿美元,税前利润率为13%[24][49] - 公司财务业务包括企业融资、财务重组和财务估值咨询[10] 公司管理团队和文化 - 公司强调合作文化,管理团队平均任期超过35年,管理层团队平均任期超过27年[61][63] 公司业务领域和多样化 - 公司在各业务领域均表现出色,被认为是全球领先的顾问公司[70][71][79] - 公司在地理、客户、行业、专业人员和业务领域均实现了多样化[101][107] 公司发展历程和收购情况 - 过去20年,HL的董事总经理人数以8%的复合年增长率增加,通过内部晋升、机会性招聘和战略收购[129] - FY21和FY22,由于COVID-19导致旅行减少,交易执行时间增加,导致MD的生产力提高[130] - HL的MD人数增长历史[131] - FY2019至FY2024期间,每位MD的收入为7.7美元至7.9美元[133] - HL过去12年进行了17次收购,以加深行业覆盖、扩大地理范围和增加服务项目[136] - HL相信全球有数百家潜在的精品收购候选公司,可以与更大的客户合作,从而实现每次交易的平均费用增加[139] 公司MD数量和收入情况 - HL的三大主要服务领域是企业融资、财务重组和财务估值咨询[157] - HL的MD数量为228人,5年财务年度收入复合年增长率为13%[163] - 截至2024年6月30日,收入中60%来自企业融资,26%来自财务重组,14%来自财务估值咨询[164] - 2023年6月30日,每位MD的收入为5.5美元至9.2美元[165] - 2023年6月30日,完成的交易数量为471笔,费用事件为1,879笔[166]
GeneDx (WGS) - 2024 Q2 - Earnings Call Presentation
2024-07-31 08:59
One test. Big picture. Brighter futures. GeneDx (Nasdaq: WGS) 2Q 2024 Earnings Presentation July 30, 2024 2 Disclaimer This presentation contains forward-looking statements under the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are statements that do not relate to historical facts and events and such statements and opinions pertaining to the future that, for example, contain wording such as "may," "might," "will," "could," "would," "should," "expect," "intend," ...