PCCW (00008) H1 2025 Earnings Call August 01, 2025 05:00 AM ET Speaker0Ladies and gentlemen, welcome to PCCW twenty twenty five interim results announcement. Presenting today are miss Susana Hoy, acting group managing director and group chief financial officer and Mr. Marco Wong, Head of Investor Relations. Over to Susannah, please.Speaker1Good afternoon. Thank you for joining the PCCW twenty twenty five interim results today. Despite a very challenging macro environment in the 2025, PCCW remained very focu ...

Grid Dynamics Culture Grid Dynamics Investor presentation Nasdaq: GDYN | Q2 2025 NASDAQ: GDYN © 2024 Grid Dynamics Holdings, Inc. All rights reserved. Grid Dynamics / Q4 and Full Year 2024 Disclaimer Forward-looking statements This communication contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 that are not historical facts, and involve risks and uncertainties that could cause actual results of Grid Dy ...

Builders FirstSource (BLDR) Q2 2025 Earnings Call July 31, 2025 09:00 AM ET Speaker0Good day, and welcome to the Builders FirstSource Second Quarter twenty twenty five Earnings Conference Call.Today's call is scheduled to last about one hour, including remarks by management and the question and answer I'd now like to turn the call over to Heather Kos, Senior Vice President, Investor Relations for Builders FirstSource. Please go ahead.Speaker1Good morning, and welcome to our second quarter twenty twenty five ...

Vontier (VNT) Q2 2025 Earnings Call July 31, 2025 08:30 AM ET Speaker0Good morning, ladies and gentlemen, and welcome to the Volunteer's Second Quarter twenty twenty five Earnings Call. At this time, all lines are in listen only mode. And following the presentation, we will conduct a question and answer session. This call is being recorded on Thursday, 07/31/2025, and a replay will be available shortly after. I would now like to turn the conference call over to Mr.Ryan Edelman, Volunteer's Vice President of ...

财务数据和关键指标变化 - 集团收入增长1.8%，调整后毛利润增长3%，调整后营业利润增长1.9%，调整后稀释每股收益增长1.7% [10] - 无烟产品收入占比提升至18.2%，同比上升70个基点 [4] - 新品类贡献利润率提升280个基点至10.6% [4] - 自由现金流目标为2030年前超过500亿英镑 [24] 各条业务线数据和关键指标变化 无烟产品 - 无烟产品消费者增加140万，总数达3050万，主要由现代口服产品驱动 [4] - 现代口服产品收入增长超过40%，加热产品增长超过3%，但蒸汽产品下降13% [11] - 现代口服产品在AME地区占据63%的市场份额，过去四年消费者数量、销量和收入增长超过三倍 [13] - 美国市场现代口服产品收入增长380%，体积份额从9%提升至17% [32] 可燃产品 - 可燃产品收入增长0.8%，销量下降被强劲定价抵消 [13] - 可燃产品毛利润增长2.4%，贡献增长2.2% [14] - 美国市场可燃产品收入增长3.8%，体积份额提升10个基点，价值份额提升20个基点 [15] 各个市场数据和关键指标变化 美国市场 - 美国市场收入和利润恢复增长，为2022年以来首次 [6] - 可燃产品收入增长3.8%，现代口服产品增长380% [15][16] - 总体收入增长3.7%，调整后利润增长3.2% [17] AME市场 - 收入增长3.5%，可燃产品增长近3%，现代口服产品增长17% [17][18] - 调整后营业利润增长超过10% [18] APMEA市场 - 收入下降4.8%，可燃产品下降7.9%，新品类收入增长2.5% [19] - 调整后营业利润下降12.3% [20] 公司战略和发展方向和行业竞争 - 公司专注于高质量增长，平衡收入和利润 [5] - 推出新产品如GloHilo和Vuse Ultra，重塑高端市场定位 [33][36] - 数字化转型加速，85%业务托管在云端，与微软和埃森哲合作提升效率 [43][45] - 推出“Fit to Win”计划，目标到2028年实现每年5亿英镑的节约 [22] 管理层对经营环境和未来前景的评论 - 预计全年收入将处于1%-2%指引的上限，营业利润增长指引维持在1.5%-2.5% [26] - 中期目标为3%-5%收入增长和4%-6%营业利润增长 [27] - 对现代口服产品和美国市场复苏持乐观态度 [47] 其他重要信息 - 公司增加2025年股票回购规模2亿英镑至11亿英镑 [4] - 自2023年以来已实现9亿英镑成本节约，目标到年底超过12亿英镑 [21] - 计划到2030年额外实现20亿英镑的商品销售成本节约 [22] 问答环节所有提问和回答 问题1：GloHilo在日本的表现及现代口服产品在美国的竞争 - GloHilo在日本市场反馈积极，体积份额在几周内提升1.5个百分点 [55][56] - VeloPlus在美国保持增长势头，折扣减少后市场份额仍持续提升 [57][58] - Fit to Win计划将在2025年产生部分成本，但主要节约将在2028年实现 [61][62] 问题2：AME市场蒸汽产品表现及美国非法蒸汽产品监管 - AME市场蒸汽产品受加拿大非法贸易影响，但封闭系统产品表现良好 [68][70] - 美国非法蒸汽产品 shipments 下降40%，但地面影响尚未显现 [74][75] 问题3：美国可燃产品销量及VeloPlus产能 - 美国可燃产品销量下降7.6%，预计全年降幅稳定在8%左右 [83][84] - VeloPlus产能充足，可支持未来增长 [102] 问题4：美国退税政策及全球蒸汽产品战略 - 美国退税政策对收入有积极影响，但增长主要由市场份额和定价驱动 [97][99] - 公司退出部分蒸汽产品市场（如马来西亚），专注于高利润机会 [105][106] 问题5：EBIT指引不变及ITC酒店处置 - EBIT指引不变因需保留投资灵活性支持创新产品 [111][112] - ITC酒店处置仍在推进，需等待印度央行批准 [116] 问题6：欧洲现代口服产品竞争及美国VeloPlus分销 - 欧洲现代口服产品通过创新和品牌建设保持优势 [125][126] - VeloPlus已覆盖13.5万家门店，未来重点提升品牌认知度 [122][123]

财务报告发布时间 - 公司计划于2025年8月11日美股收盘后发布第二季度财务报告 [1] - 首席执行官John Sabino和首席财务官兼首席运营官John Collins将在当天美国东部时间下午5:00主持电话会议 [1] 电话会议参与方式 - 电话会议将通过公司官网投资者关系页面同步直播 [2] - 美国及加拿大境内拨打电话1-877-407-0784，国际拨打电话1-201-689-8560，需使用会议ID"13754664" [2] - 电话会议结束后约3小时至2025年8月25日期间可收听回放，回放号码为1-844-512-2921（美国及加拿大）或1-412-317-6671（国际） [2] 公司业务概况 - 公司是可信企业对话式AI和数字化转型领域的领导者 [3] - 客户包括汇丰银行和维珍媒体等全球领先品牌，每月处理近10亿次对话交互 [3] - 被Fast Company评为全球最具创新力的AI公司第一名 [3]

Q2 (QTWO) Q2 2025 Earnings Call July 30, 2025 05:00 PM ET Speaker0Good afternoon. My name is Tina, and I will be your conference operator today. At this time, I would like to welcome everyone to the Q2 Holdings Second Quarter twenty twenty five Financial Results Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session.I would now like to turn the conference over to Josh Yankovich, Investor Relations. Sir, pl ...

Key Takeaways Target aims to grow Target Plus marketplace GMV to $5 billion by 2030.The platform grew GMV more than 20% last quarter, adding hundreds of new partners.TGT leverages Target Plus to expand digitally without added inventory risk.With discretionary categories underperforming and consumer traffic under pressure, Target Corporation (TGT) is banking on its third-party digital marketplace, Target Plus. The company aims to grow the platform’s gross merchandise volume ("GMV") to $5 billion by 2030. Tha ...

***Este documento está clasificado como USO INTERNO por TELEFÓNICA. ***This document is classified as INTERNAL USE by TELEFÓNICA. Disclaimer This document and any related conference call or webcast (including any related Q&A session) has been prepared by Telefónica, S.A. ("Telefónica" or the "Company", and together with its subsidiaries the "Telefónica Group") exclusively for its use during the presentation of financial results. The Company does not assume any liability for the content of this document if u ...

Press ReleaseNokia powers Surge’s subsea network, boosting affordable broadband for millions in Indonesia Surge’s new subsea network will enhance regional data center interconnectivity while expanding affordable broadband access to over 40 million people across Indonesia.Leveraging Nokia’s 1830 Photonic Service Switch (PSS) platform, Surge can now deliver high-speed optical transmission between Indonesia and Singapore. 30 July 2025Jakarta, Indonesia and Espoo, Finland – Nokia today announced that PT Solusi ...