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19 May 2025 1 Disclaimer No Offer to Sell or Solicit This presentation is not an offer to sell or a solicitation of offers to purchase or subscribe for any securities of Sunrise Communications AG (Sunrise) in any jurisdiction. This document is not a prospectus within the meaning of the Swiss Financial Services Act, the Prospectus Regulation (EU) 2017/1129 or the UK version of Regulation (EU) 2017/1129 as it forms part of domestic law by virtue of the European Union (Withdrawal) Act 2018 (as amended) or unde ...

Sunrise Communications (SNRE) Q1 2025 Earnings Call May 19, 2025 04:30 AM ET Company Participants Alex Herrmann - VP - IR ,Corporate Finance and TreasuryAndré Krause - CEOJany Fruytier - CFOAndrew Lee - Managing DirectorPolo Tang - Managing Director Conference Call Participants Maurice Patrick - Analyst Operator Ladies and gentlemen, welcome to the Sunrise First Quarter twenty twenty five Financial Results Conference Call and Live Webcast. I am Sandra, the Chorus Call operator. I would like to remind you th ...

Outbrain (OB) Q1 2025 Earnings Call May 09, 2025 08:30 AM ET Company Participants None - ExecutiveDavid Kostman - CEOJason Kiviat - CFOYgal Arounian - Director - Internet Equity ResearchAndrew Boone - Managing DirectorJames Heaney - SVP - Equity Research Conference Call Participants Laura Martin - Senior AnalystZach Cummins - Senior Research Analyst Operator Good day. Welcome to Outbrain Incorporated's First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen ...

Outbrain (OB) Q1 2025 Earnings Call May 09, 2025 08:30 AM ET Speaker0 Good day. Welcome to Outbrain Incorporated's First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I would like to turn the call over to Outbrain's Investor Relations. Please go ahead. Speaker1 Good morning, and thank you for joining us on today's conference cal ...

文章核心观点 公司在完成与Teads的合并后开局良好，第一季度财务结果超指引中值，业务整合和协同效应实现取得重要进展，同时给出二季度和全年业绩指引 [1][2] 第一季度财务关键指标 - 营收2.864亿美元，同比增长32% [2] - 毛利润8270万美元，同比增长99% [2] - 净亏损5480万美元，上年同期亏损500万美元 [2] - 运营活动净现金使用100万美元，上年同期提供860万美元 [2] - 非GAAP指标方面，Ex - TAC毛利润1.031亿美元，同比增长98%；调整后EBITDA 1070万美元，同比增长665%；调整后净亏损1530万美元，上年同期亏损490万美元；自由现金流为负660万美元，上年同期为460万美元 [2] 第一季度业务亮点 - 完成对Teads的收购，总对价约9亿美元，合并公司以Teads名义运营 [4] - 预计2026年实现约6500万 - 7500万美元协同效应，2025年成本协同效益约4000万美元 [4] - 第二季度开始向Teads企业品牌客户交叉销售Outbrain绩效解决方案 [4] - 与多家公司建立新战略联合业务伙伴关系 [4] - 约500家广告商滚动12个月花费至少50万美元，年均花费超200万美元，占总客户支出约70% [4] - CTV业务一季度同比增长超100%，占总广告支出约5% [4] 第二季度和全年业绩指引 - 二季度Ex - TAC毛利润1.41亿 - 1.5亿美元，调整后EBITDA 2600万 - 3400万美元 [6] - 全年调整后EBITDA至少1.8亿美元 [7] 非GAAP财务指标说明 - 公司使用Ex - TAC毛利润、调整后EBITDA等非GAAP财务指标评估业务、衡量业绩、识别趋势和分配资源 [9] - Ex - TAC毛利润计算时需加回其他收入成本，可能受多种因素影响而波动 [12] - 调整后EBITDA定义为净收入（亏损）在多项调整后的数值，用于辅助评估运营表现 [15] - 调整后净收入（亏损）和调整后摊薄每股收益用于促进各期业绩比较 [17] - 自由现金流定义为运营活动现金流减去资本支出和资本化软件开发成本，用于评估公司产生现金的能力 [18]

Outbrain Inc. (NASDAQ:OB) Q4 2024 Earnings Conference Call February 27, 2025 8:30 AM ET Company Participants David Kostman - Chief Executive Officer Jason Kiviat - Chief Financial Officer Conference Call Participants Andrew Boone - Citizens JMP James Heaney - Jefferies LLC Ygal Arounian - Citi Laura Martin - Needham & Company Operator Good day, and welcome to Outbrain Incorporated Fourth Quarter and Full Year 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question ...