INNOVATE Corp. (NYSE:VATE) Q1 2023 Earnings Conference Call May 10, 2023 4:30 PM ET Company Participants Anthony Rozmus - IR Avi Glazer - Chairman Wayne Barr - CEO Michael Sena - CFO Conference Call Participants Brian Charles - RW Pressprich Andrew White - Nut Tree Capital Operator Good afternoon, and welcome to INNOVATE Corp.'s First Quarter 2023 Earnings Conference Call. All participants will be in a listen-only mode. After prepared remarks and presentation, there will be a question-and-answer session. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. Commission File No. 001-35210 INNOVATE CORP. (Exact name of registrant as specified in its charter) Delaware 54-1708481 (State or other jurisdiction of (I.R.S. Employer incorporation or organization ...

财务数据和关键指标变化 - 2022年第四季度总收入为4.093亿美元,同比增长3.7% [32] - 2022年第四季度调整后EBITDA为2810万美元,同比增长27.2% [34] - 2022年第四季度净亏损为700万美元,去年同期为520万美元 [33] - 2022年全年收入为16亿美元,同比增长36% [14] - 2022年全年调整后EBITDA为1.55亿美元,同比增长55% [14] 各条业务线数据和关键指标变化 基础设施 - 2022年第四季度收入为3.973亿美元,同比增长3.6% [35] - 2022年第四季度调整后EBITDA为3270万美元,同比增长13.5% [37] - 2022年第四季度调整后EBITDA利润率为8.2%,同比提高70个基点 [17] - 2022年末订单积压为18亿美元,同比增长12.5% [38] 生命科学 - 2022年第四季度调整后EBITDA亏损减少,主要由于MediBeacon投资亏损减少 [40] - R2在2022年每个季度都实现了收入增长 [19] - MediBeacon完成了美国和中国关键研究的招募,预计2023年上半年向FDA提交最终申请 [20] 广播 - 2022年第四季度收入为1070万美元,与去年同期持平 [41] - 2022年第四季度调整后EBITDA为250万美元,同比增长56.3% [42] - 2022年第四季度关闭了Azteca业务,预计将提高该部门的盈利能力 [22] 各个市场数据和关键指标变化 - 基础设施业务受益于商业、工业和建筑市场的强劲需求 [10] - 广播业务在2022年电视广告市场疲软,尤其是直接响应广告 [24] 公司战略和发展方向和行业竞争 - 公司专注于优化其一流的业务部门,以推动持续增长 [8] - 基础设施业务将继续受益于强劲的市场需求,并拥有18亿美元的订单积压 [10][18] - 生命科学部门对R2和MediBeacon的未来前景感到兴奋 [11] - 广播部门通过关闭Azteca业务和增加新客户来提高盈利能力 [12][22] - 公司正在探索通过下一代技术扩展广播业务价值 [51] 管理层对经营环境和未来前景的评论 - 管理层对2022年的业绩感到满意,并计划在2023年继续推动增长 [13][30] - 管理层对所有业务部门的机会感到兴奋,并正在积极探索推动这些业务发展的方法 [31] - 管理层认为基础设施业务在2023年及以后有持续增长的跑道 [50] 其他重要信息 - 公司于2023年3月7日出售了其在HMN International Co.剩余19%的股权,获得约3200万美元的现金收益 [28] - 公司2022年末现金及现金等价物为8040万美元,同比增长76.7% [46] - 公司2022年末总债务为7.253亿美元,同比增长14.9% [49] 问答环节所有提问和回答 问题: Azteca America业务的替代进展 - 公司已基本完成用其他内容替换Azteca编程 [53] - 替换后的收入与Azteca相当,但利润率更高 [54] 问题: 现金余额的增加 - 现金余额增加主要来自DBM子公司 [55]

INNOVATE Corp. INNOVATE Q4 2022 Earnings Release Supplement March 14, 2023 © INNOVATE Corp. 2023 Safe Harbor Disclaimers Cautionary Statement Regarding Forward-Looking Statements Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995: This press release contains, and certain oral statements made by our representatives from time to time may contain, "forward-looking statements." Generally, forward-looking statements include information describing actions, events, results, strategies ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. Commission File No. 001-35210 INNOVATE CORP. (Exact name of registrant as specified in its charter) Delaware 54-1708481 (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Ide ...

INNOVATE Corp. INNOVATE Q3 2022 Earnings Release Supplement November 2, 2022 © INNOVATE Corp. 2022 Safe Harbor Disclaimers Cautionary Statement Regarding Forward-Looking Statements Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995: This presentation contains, and certain oral statements made by our representatives from time to time may contain, "forward-looking statements." Generally, forward-looking statements include information describing actions, events, results, strategie ...

INNOVATE Corporation (NYSE:VATE) Q3 2022 Earnings Conference Call November 2, 2022 4:30 PM ET Company Participants Anthony Rozmus - IR Officer Avram Glazer - Independent Chairman Wayne Barr - CEO, President & Director Michael Sena - CFO Conference Call Participants Brian Charles - R.W. Pressprich & Co. Bryant Riley - B. Riley Financial Nitin Sacheti - Papyrus Capital Operator Good afternoon, and welcome to INNOVATE Corp.'s Third Quarter 2022 Earnings Conference Call. [Operator Instructions]. I would now lik ...

INNOVATE Corp. (NYSE:VATE) Q2 2022 Earnings Conference Call August 3, 2022 4:30 PM ET Company Participants Anthony Rozmus - Investor Relations Avie Glazer - Chairman Wayne Barr - Chief Executive Officer Michael Sena - Chief Financial Officer Conference Call Participants Brian Charles - R.W. Pressprich Operator Good afternoon, and welcome to INNOVATE Corp.'s Second Quarter 2022 Earnings Conference Call. All participantsÂ' will be in a listen-only mode. After preapred remarks and presentation there will be a ...

INNOVATE Corp. INNOVATE Q2 2022 Earnings Release Supplement August 3, 2022 © INNOVATE Corp. 2022 Safe Harbor Disclaimers Cautionary Statement Regarding Forward-Looking Statements Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995: This presentation contains, and certain oral statements made by our representatives from time to time may contain, "forward-looking statements." Generally, forward-looking statements include information describing actions, events, results, strategies ...

INNOVATE Corp. (NYSE:VATE) Q1 2022 Earnings Conference Call May 4, 2022 4:30 PM ET Company Participants Wayne Barr Jr. - CEO Michael Sena - CFO Anthony Rozmus - Investor Relations Avie Glazer - Chairman Conference Call Participants Brian Charles - R.W. Pressprich Operator Good afternoon and welcome to INNOVATE Corp's First Quarter 2022 Earnings Conference Call. All participants will be in a listen-only mode. After prepared remarks and presentation, there will be a question-andanswer session. Please note thi ...