Data I/O (NasdaqCM:DAIO) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsBill Wentworth - President and CEOCasey Ryan - Director of ResearchCharlie DiBona - VP and CFOJordan Darrow - Founder and PrincipalMichael Legg - Managing Director of Equity ResearchConference Call ParticipantsDavid Marsh - Equity Research AnalystDavid Williams - Senior Equity Research AnalystGeorge Marema - Research AnalystNone - AnalystOperatorGood afternoon, everyone, and welcome to Data I/O's Fourth Quarter ...

Data I/O (NasdaqCM:DAIO) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker9Good afternoon, everyone, and welcome to Data I/O's fourth quarter 2025 financial results conference call. Please note today's event is being recorded. At this time, I'd like to turn the conference over to Mr. Jordan Darrow, Investor Relations. Please go ahead, sir.Speaker7Thank you, operator. Welcome to the Data I/O Corporation fourth quarter 2025 financial results conference call. With me today are the company's President ...

Core Insights - Arbe Robotics Ltd. is appointing Ram Machness as the new Chief Executive Officer, transitioning from his role as Chief Business Officer, while Kobi Marenko will take on the role of President [1] - The leadership changes are aimed at supporting the company's strategic phase of scaling operations and enhancing customer engagement [1] Leadership Transition - Ram Machness has over 30 years of experience in embedded systems, semiconductors, and the automotive industry, having served as Chief Business Officer at Arbe for the past eight years [1] - Kobi Marenko, the current CEO and co-founder, will focus on long-term strategy and partnerships in his new role as President [1] Strategic Focus - As CEO, Machness will lead Arbe's transition into a scaled production company, targeting growth in Level 4 robotaxi and robotruck markets, as well as autonomous commercial and off-road vehicle markets [1] - The company aims to accelerate global business development, particularly in China, and deepen collaborations with automotive OEMs [1] Technology and Market Position - Arbe is recognized as a global leader in ultra-high-resolution radar solutions, providing a radar chipset that delivers up to 100 times more detail than competitors [1] - The company's technology supports advanced safety applications and is pivotal for the development of autonomous driving systems [1]

Core Insights - Visteon reported full-year 2025 net sales of $3,768 million, showing growth in digital cockpit electronics but facing challenges from lower battery management system volumes and reduced customer recoveries [1] - The company achieved a gross margin of $532 million and a net income of $201 million, or $7.28 per diluted share, reflecting a decline from the previous year due to changes in valuation allowance assessment [2] - Adjusted EBITDA reached a record $492 million, representing a margin of 13.1%, attributed to strong operational performance and cost discipline [3] Product Launches - Visteon launched 86 new products across 19 OEM customers in 2025, with a balanced regional distribution among the Americas, Europe, and Asia [4] - Key fourth quarter launches included systems for Mahindra, Zeekr, Toyota, Tata, Ford, and Mazda, showcasing a diverse product portfolio [5] Future Outlook - For 2026, Visteon anticipates sales between $3.625 billion and $3.825 billion, with adjusted EBITDA projected between $455 million and $495 million, and adjusted free cash flow expected to be between $170 million and $210 million [6] - The company aims to position itself for growth by scaling next-generation cockpit platforms and expanding into adjacent markets [7]

Visteon Q4 & Full-Year 2025 Earnings February 19, 2026 Cost Leadership and Capital Allocation Full-Year 2025 in Review Strong performance despite various industry challenges $3,768 Million Net Sales $492 Million Adjusted EBITDA $292 Million Adjusted FCF +2% Growth-over-Market* 13.1% Margin $472 Million Net Cash DELIVERED ON CAPITAL ALLOCATION PRIORITIES STRONG MARGIN EXPANSION AND CASH GENERATION Record adjusted EBITDA and margin RECORD LEVEL OF NEW BUSINESS WINS $7.4 billion of new business wins Global GoM ...

17.68$ 2.88$ 20.56December 31, 2025September 30, 2025June 30, 2025March 31, 2025(In millions)BeforeChange inAccountingMethodAfterChange inAccountingMethodBeforeChange inAccountingMethodAfterChange inAccountingMethodBeforeChange inAccountingMethodAfterChange inAccountingMethodBeforeChange inAccountingMethodAfterChange inAccountingMethodCondensed Consolidated Statement of Operations:Income (loss) beforeincome taxes$ 65$ 65$ 81$ 81$ 97$ 97$ 95$ 95Benefit from (provision for) incometaxes(20)13(22)(90)(28)(22)(2 ...

Group 1 - The Yangzhou Science and Technology Innovation Conference aims to lead the development of new quality productivity through technological innovation and promote the deep integration of technological and industrial innovation [1][2] - The conference introduced measures to strengthen the cultivation of innovative enterprises and awarded companies recognized as potential unicorns for 2025 [2][3] - The city plans to enhance its innovation ecosystem by focusing on high-tech industries and fostering a competitive industrial innovation hub in the Yangtze River Delta region [3][4] Group 2 - The city targets a 10% increase in R&D investment this year, with the number of effective high-tech enterprises reaching 3,600 [6][7] - A comprehensive cultivation system for innovative enterprises is being established, ranging from small tech firms to leading enterprises [6][7] - The government emphasizes the importance of financial support and policy measures to facilitate innovation and reduce costs for enterprises [5][7]

Group 1 - The company received a second inquiry letter from the Shanghai Stock Exchange regarding its asset acquisition, indicating that the target company is expected to remain in a loss state for the next 2-3 years, which may lead to a decline in the company's performance [1][3] - The acquisition price of 354.7 million yuan is considered high compared to the target company's net asset value of -19.57 million yuan as of September 30, 2025, raising concerns about goodwill impairment and the ability to meet performance commitments [1][3] - The company plans to acquire a 54.8666% stake in Suzhou Haomibow Technology Co., Ltd., which is expected to enhance its industrial upgrade strategy and improve its core product line [3][4] Group 2 - The target company has strong technological capabilities, being one of the few in the market capable of single-chip 4D imaging, which is expected to provide a competitive edge in the intelligent driving sector [4] - The company has conducted thorough due diligence, hiring professional firms for legal, auditing, and evaluation services to ensure a prudent decision-making process [5][9] - The expected return on investment from the acquisition is estimated to be approximately 7.9 years, with projected annual net profit of 54 million yuan, which is 23.15% of the investment amount [4][5] Group 3 - The revenue forecast for the target company is based on existing projects and potential future projects, with an expected compound annual growth rate of over 40% from 2026 to 2030 [11][20] - The company anticipates that the market for automotive 4D millimeter-wave radar will grow significantly, with the market size expected to reach 10.7 billion yuan by 2029, indicating substantial growth potential [25] - The revenue growth forecast is aligned with the company's production capacity planning, ensuring that projected revenue increases are supported by actual production capabilities [27][28]

Core Viewpoint - The strategic cooperation agreement between Jingwei Hirain and ZTE Microelectronics aims to develop integrated software and hardware solutions for smart vehicles, focusing on intelligent connectivity, autonomous driving, and smart cockpit technologies [2][5]. Group 1: Strategic Cooperation Details - The agreement was signed on February 2, with both companies collaborating on core solutions for smart vehicles [2][5]. - The partnership will leverage Jingwei Hirain's experience in automotive electronic systems and ZTE Microelectronics' expertise in automotive-grade "connectivity + computing" SoC chips [2][5]. - Key areas of collaboration include the development of domestic solutions for smart cockpit, autonomous driving, central computing platforms, and T-Box applications, as well as exploring AI large models for cockpit interaction and driving decision-making [2][5]. Group 2: Technological Integration and Future Plans - The companies plan to promote full-stack technological collaboration from underlying chips, operating systems, middleware to upper-layer applications, aiming to build an open technological ecosystem [2][5]. - Future efforts will focus on integrating resources in algorithm software, automotive-grade chips, domain controllers, and system integration to provide mass-producible smart vehicle solutions for domestic and international automakers [3][6]. - This cooperation supports the technological independence and ecosystem development of China's intelligent connected vehicle industry [3][6].

Core Viewpoint - Stoneridge, Inc. announces the resignation of Chief Financial Officer Matt Horvath, effective March 31, 2026, to pursue opportunities in a different industry sector, while ensuring a smooth transition until a permanent replacement is appointed [1][2][3] Leadership Transition - The executive team and Board of Directors have initiated a search for a new Chief Financial Officer, with Robert Hartman, the Chief Accounting Officer, stepping in to work closely with Horvath during the transition period [2] - Matt Horvath has been with Stoneridge for nine years, contributing significantly to the company's transformation, strategic direction, and financial foundation [3] Contributions and Achievements - During his tenure, Horvath advanced the company's portfolio strategy, managed strategic partnerships, and led critical divestitures, including the recent sale of the Control Devices segment [3] - The finance organization, under Horvath's leadership, is noted for its operational excellence and expertise, which will continue under Robert Hartman's guidance [3] Company Overview - Stoneridge, Inc. is a global supplier of electronic systems and technologies, focusing on vehicle intelligence and safety for both on- and off-highway transportation sectors [4]