Nomad Foods (NYSE:NOMD) Q4 2025 Earnings call February 26, 2026 06:45 AM ET Company ParticipantsDominic Brisby - CEOJason English - Head of Investor Relations and Corporate StrategyRuben Baldew - CFOJason EnglishHello, welcome to the prerecorded discussion of Nomad Foods' fourth quarter 2025 earnings results. We have posted the company press release and investor presentation on Nomad Foods' website at nomadfoods.com. I am Jason English, Head of Investor Relations and Corporate Strategy, and I'm joined by Do ...

Nomad Foods (NYSE:NOMD) Q4 2025 Earnings call February 26, 2026 06:45 AM ET Company ParticipantsDominic Brisby - CEOJason English - Head of Investor Relations and Corporate StrategyRuben Baldew - CFOJason EnglishHello, welcome to the prerecorded discussion of Nomad Foods' fourth quarter 2025 earnings results. We have posted the company press release and investor presentation on Nomad Foods' website at nomadfoods.com. I am Jason English, Head of Investor Relations and Corporate Strategy, and I'm joined by Do ...

iQIYI (NasdaqGS:IQ) Q4 2025 Earnings call February 26, 2026 06:30 AM ET Company ParticipantsChang Yu - IR DirectorLincoln Kong - Executive DirectorXianghua Yang - Senior VP of International BusinessXiaohui Wang - Chief Content OfficerYing Zeng - Interim CFOYu Gong - Founder, Director, and CEONone - TranslatorConference Call ParticipantsGigi Zhou - AnalystMaggie Ye - Research AnalystRebecca Xu - AnalystXueqing Zhang - AnalystOperatorThank you for standing by. Welcome to the iQIYI fourth quarter and fiscal ye ...

iQIYI (NasdaqGS:IQ) Q4 2025 Earnings call February 26, 2026 06:30 AM ET Company ParticipantsChang Yu - IR DirectorLincoln Kong - Executive DirectorXianghua Yang - Senior VP of International BusinessXiaohui Wang - Chief Content OfficerYing Zeng - Interim CFOYu Gong - Founder, Director, and CEONone - TranslatorConference Call ParticipantsGigi Zhou - AnalystMaggie Ye - Research AnalystRebecca Xu - AnalystOperatorThank you for standing by. Welcome to the iQIYI fourth quarter and fiscal year 2025 earnings confer ...

iQIYI (NasdaqGS:IQ) Q4 2025 Earnings call February 26, 2026 06:30 AM ET Speaker3Thank you for standing by. Welcome to the iQIYI fourth quarter and fiscal year 2025 earnings conference call. All participants are in a listen-only mode. There will be a presentation, followed by a question-and-answer session. If you wish to ask a question, you will need to press the star key followed by the number one on your telephone keypad. I would now like to hand the conference over to Ms. Chang Yu, IR Director of the comp ...

Plover Bay Technologies (SEHK:01523) H2 2025 Earnings call February 26, 2026 04:30 AM ET Company ParticipantsAlex Chan - FounderCherry Chiu - Executive DirectorChristopher Tse - CFOSteven Wong - Institutional InvestorChristopher TseGood evening. Welcome to Plover Bay's annual results call for financial year 2025. I'm Christopher Tse, CFO of Plover Bay, and I will be hosting this call. Alex Chan, founder of the company, is also with us today. We have announced our latest annual results. The announcement can ...

WPP (NYSE:WPP) H2 2025 Earnings call February 26, 2026 04:30 AM ET Company ParticipantsBrian Lesser - Global CEOCindy Gallop - CEOJeff Gaha - Global Head of WPP Enterprise SolutionsJoanne Wilson - CFOJohnny Hornby - CEO of WPP Specialist CommunicationsJon Cook - Global CEO, WPP CreativeTom Singlehurst - Head of Investor RelationsNone - Company RepresentativeNone - Company RepresentativeNone - Video NarratorConference Call ParticipantsAnna Patrice - Equity Research AnalystAnnick Maas - Senior Equity Research ...

Financial Highlights - Sales in 2025 reached $130 million, increasing by 11% year-on-year [1] - Gross profit was $74 million, a year-on-year growth of about 15.5%, with a gross margin of 57%, an increase of 2.1 percentage points [2] - Net profit reached $45.5 million, a year-on-year increase of 19.5%, with a net profit margin improving to 34.9%, an increase of 2.3 percentage points [2] - Diluted EPS came to $0.0411 per share, which increased 19.1% year-on-year [2] Business Segment Performance - Fixed First Connectivity segment revenue increased by 3.5% year-on-year to about $18 million [3] - Mobile First Connectivity segment increased by 10.4% year-on-year to $73 million, driven by strong growth in high-end Mobile First routers and Starlink equipment [3] - Warranty and support services segment reached $28 million, up 12.3% year-on-year, while software licenses segment reached about $11 million, up 34% year-on-year [4] - Recurring revenues in warranty and support services and software licenses totaled about $38 million, an increase of 17% year-on-year, now accounting for close to 29% of total sales [4] Geographic Performance - North America sales increased 2.1% year-on-year to $76 million, accounting for about 59% of total sales, affected by tariff uncertainties [5] - EMEA sales increased about 28% year-on-year to $37 million, now accounting for about 29% of total sales [5] - Sales to Asia increased to $12 million, growing 36% year-on-year, attributed to large multi-year projects and growth in new markets like Japan [5] - Sales in Australia increased 14% year-on-year, making up about 4% of total sales [6] Company Strategy and Industry Competition - The company is focused on the connectivity market, serving a diverse range of verticals without a single dominant customer [8] - The company plans to spin off its North American business to better address different market requirements and improve competitiveness [12][13] - The company aims to maintain lean operations while leveraging AI tools for efficiency [14] Management's Comments on Operating Environment and Future Outlook - Management acknowledges challenges from increased memory and component costs but believes the business model can mitigate these impacts [10][11] - The company sees significant growth opportunities in the U.S. and Europe, with a focus on becoming market leaders in various segments [32] - Management emphasizes the importance of reliable connectivity and the potential of new technologies like satellite communications [9] Other Important Information - The company has no debts and strong operating cash flows, with trade receivables turnover days at 67 days and inventory turnover days at 112 days [7] - The company is exploring AI applications to enhance product offerings and operational efficiency [29] Q&A Session Summary Question: Why not apply for marine certifications for cybersecurity compliance? - Management believes cybersecurity concerns can be addressed through third-party products rather than integrating them into their own [15][17] Question: Why not provide WireGuard support? - Management acknowledges the feedback and plans to provide support but emphasizes their focus on reliable connectivity rather than being feature-rich [19] Question: Will the spin-off unlock value? - Management views the spin-off as a way to better address market needs and improve operational efficiency rather than purely a financial maneuver [23][25] Question: What is the impact of the Starlink business? - The Starlink business is performing well, with plans for integrated products to enhance deployments [35][36] Question: How will the spin-off affect dividend payouts? - Management plans to continue distributing excess cash to shareholders, with the approach depending on market opportunities [33][49] Question: Will product development become independent post-spin-off? - Yes, both companies will operate independently, allowing for tailored product development [70][71]

WPP (NYSE:WPP) H2 2025 Earnings call February 26, 2026 04:30 AM ET Company ParticipantsBrian Lesser - Global CEOCindy Gallop - CEOJeff Gaha - Global Head of WPP Enterprise SolutionsJoanne Wilson - CFOJohnny Hornby - CEO of WPP Specialist CommunicationsJon Cook - Global CEO, WPP CreativeTom Singlehurst - Head of Investor RelationsNone - Company RepresentativeNone - Company RepresentativeNone - Video NarratorConference Call ParticipantsAnna Patrice - Equity Research AnalystAnnick Maas - Senior Equity Research ...

WPP (NYSE:WPP) H2 2025 Earnings call February 26, 2026 04:30 AM ET Speaker3Good morning, everyone. Good morning. Warm welcome to our 2025 preliminary results and strategy update. By the way, that's our new brand refresh. I hope you like it, created by Landor, amp and ManvsMachine, WPP agencies, all powered by WPP Open. Look, I'm delighted to welcome you all here to One Southwark Bridge, to our campus here in London, which in many ways is symbolic of the future of WPP. It's modern, it's adaptive, it's collab ...