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nyte Software .(CGNT) - 2026 Q3 - Earnings Call Presentation
2025-12-09 13:30
December 9, 2025 © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential Disclaimers Forward Looking Statements This presentation contains "forward-looking statements," including statements regarding expectations, predictions, views, opportunities, plans, strategies, beliefs, and statements of similar effect relating to Cognyte Software Ltd. These forward-looking statements are not guarantees of future performance and they are based on management's expectations that involve a number of known and ...
AT&T (NYSE:T) 2025 Earnings Call Presentation
2025-12-09 13:15
John Stankey Chairman of the Board and Chief Executive Officer AT&T Inc. December 9, 2025 UBS Global Media and Communications Conference 2025 © 2025 AT&T Intellectual Property. AT&T and globe logo are registered trademarks and service marks of Cautionary Language Concerning Forward-looking Statements Information set forth in this presentation contains financial estimates and other forward-looking statements that are subject to risks and uncertainties, and actual results might differ materially. A discussion ...
TopBuild (NYSE:BLD) 2025 Earnings Call Presentation
2025-12-09 13:00
Company Overview and Strategy - TopBuild has a market capitalization of approximately $12.5 billion and operates over 450 branches [21] - The company's sales breakdown is 56% from Installation Services and 44% from Specialty Distribution [21] - TopBuild's strategy focuses on operational excellence, talent development, technology leverage, and strategic M&A [24] - Since 2022, TopBuild has expanded its total addressable market by approximately 6x to over $90 billion [26] Financial Performance and Outlook - TopBuild's 2025 proforma TTM sales for Installation Services are $3.527 billion, with an adjusted EBITDA of $761.552 million [314] - Specialty Distribution's 2025 proforma TTM sales are $3.101 billion, with an adjusted EBITDA of $485.763 million [314] - The company is committed to delivering $35 million to $40 million in synergies from the SPI acquisition over the next two years [181] - TopBuild anticipates 2030 sales of $9 billion to $10 billion, with a cumulative free cash flow between 2026 and 2030 of $4.2 billion to $5.0 billion [302] M&A Activity - Since 2022, TopBuild has completed 24 acquisitions, contributing over $1.5 billion in revenue [33] - The company has deployed $2.2 billion in capital for M&A since 2022 [33] - M&A remains TopBuild's number one capital allocation priority [286]
Senti Biosciences (NasdaqCM:SNTI) Earnings Call Presentation
2025-12-09 13:00
SENTI-202-101 Promising Results in the Treatment of Relapsed/Refractory Acute Myeloid Leukemia (R/R AML) in Ongoing Phase 1 Trial (SENTI-202-101) December 9, 2025 Conference Call and Webcast NASDAQ: SNTI | sentibio.com Forward Looking Statements This presentation contains forward-looking statements of Senti Biosciences, Inc. ("we," "us," "our") within the meaning of the Private Securities Litigation Reform Act of 1995. Statements we make in this presentation may include statements which are not historical f ...
TH International (THCH) - 2025 Q3 - Earnings Call Presentation
2025-12-09 13:00
Trademarks and Trade Names This Presentation contains trademarks, service marks and trade names of third parties, which are the property of their respective owners. The use or display of third parties' trademarks, service marks, trade names or products in this Presentation is not intended to, and does not imply, a relationship with THIL, or an endorsement or sponsorship by or of THIL. Solely for convenience, the trademarks, service marks and trade names referred to in this Presentation may appear without th ...
Klabin (OTCPK:KLBA.Y) 2025 Earnings Call Presentation
2025-12-09 13:00
Company Strategy and Outlook - Klabin reaffirms its commitment to developing its people for future challenges and ensuring management continuity with a culture of excellence[10] - The company emphasizes strategic planning and financial discipline as drivers for capital allocation, aiming to maximize shareholder value generation[27, 29] - Klabin is focused on extending debt maturities and reducing debt, reinforcing its deleveraging trajectory[32] Financial Performance and Discipline - Klabin maintains its 2025 guidance, reflecting its ability to adapt and capture efficiencies[41] - The company projects total cash cost to be less than R$3300 per ton in 2026, assuming an accumulated IPCA of 14% which would be R$3600 per ton[38, 39] - Klabin anticipates CAPEX between R$2 billion and R$25 billion for 2026[45] Shareholder Returns - Klabin declared interim dividends of R$11 billion based on accumulated profits recorded in 2025[47] - The company is increasing capital with bonus shares, representing 1% of the current share base[50] - Klabin paid R$13 billion in dividends in LTM3Q25, representing a 55% dividend yield[32] Competitive Advantages - Klabin has a unique forest asset base, providing privileged access to long fiber and high forest productivity[17, 19] - The company has a diversified business model with leadership positions in niche markets, including a 22% market share in corrugated boxes and a 50% market share in industrial bags in Brazil[20, 24]
CVS Health (NYSE:CVS) 2025 Earnings Call Presentation
2025-12-09 13:00
Financial Performance and Outlook - CVS Health aims for mid-teens adjusted EPS CAGR through 2028, driven by diversified businesses[14, 15, 162] - The company expects at least $400 billion in total revenues for 2026[152] - The adjusted operating income for 2026 is projected to be between $1507 billion and $1541 billion[152] - Adjusted earnings per share are guided to be between $700 and $720 for 2026[152] - CVS Health anticipates at least $10 billion in cash flow from operations in 2026[152] Business Segment Performance - Health Care Benefits expects at least $137 billion in revenue for 2026, with a year-over-year decline of (35)%, and adjusted operating income between $358 billion and $392 billion[148] - Health Services projects at least $1966 billion in revenue for 2026, with a year-over-year growth of +3%, and adjusted operating income of at least $725 billion[149] - Pharmacy and Consumer Wellness anticipates at least $1365 billion in revenue for 2026, with a year-over-year decline of (15)%, and adjusted operating income of at least $609 billion[150, 151] Strategic Initiatives - CVS Health is launching "Engagement as a Service" built around the Open Consumer Engagement Platform, with an open platform launch goal in 2026[133] - The company projects cumulative deployable cash of $55 to $60 billion from 2026 to 2028, allocating approximately 60% to shareholder dividends and 40% to flexible deployment[161]
Campbell Soup(CPB) - 2026 Q1 - Earnings Call Presentation
2025-12-09 13:00
Earnings Presentation Q1 Fiscal 2026 1 Rebecca Gardy Chief Investor Relations Officer Welcome Today's Agenda Mick Beekhuizen Chief Executive Officer Business Update Todd Cunfer Chief Financial Officer Financial Results and Outlook 2 Forward-looking Statements Safe Harbor Regarding Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the federal securities laws. These forward-looking statements reflect our current expectations regarding our future results o ...
Core & Main(CNM) - 2026 Q3 - Earnings Call Presentation
2025-12-09 12:30
Fiscal 2025 Third Quarter Results December 9, 2025 CAUTIONARY STATEMENTS Cautionary Note Regarding Forward-Looking Statements This presentation and accompanying discussion may include "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, without limitation, all statements other than statements of historical or current facts relating to our intentions, beliefs, assumptions or current expectations concerning, among other th ...
Vibra Energia (OTCPK:PETR.Y) 2025 Earnings Call Presentation
2025-12-09 12:00
SAFETY is a non-negotiable value for Vibra Transportation accidents 0,12 0,07 0,05 0,06 0,05 0,07 0,04 0,03 0,02 0,03 0,02 Reviewing VIBRA's Golden Rules Closer focus on critical activities Transport Accident Frequency Rate (TFAT) Process Safety Vibra focused its efforts on implementing a risk-based Process Safety program. The program's main goal is to enhance the company's ability to identify, assess and control the risks inherent in its operations, reducing employees' exposure to accidents, especially hig ...