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GoPro(GPRO) - 2025 FY - Earnings Call Transcript
2025-06-04 03:30
GoPro (GPRO) FY 2025 Annual General Meeting June 03, 2025 02:30 PM ET Speaker0 Good morning, and welcome to the GoPro Inc twenty twenty five annual meeting of stockholders. Please note that this event is an audio only webcast. I would now like to turn the conference over to Nicholas Woodman. Mr. Woodman, please go ahead. Speaker1 Good morning, everyone. Thanks for joining GoPro's twenty twenty five annual meeting of stockholders. I'm Nicholas Woodman, chief executive officer and chairman of GoPro. I will ac ...
Chemung Financial (CHMG) - 2025 FY - Earnings Call Transcript
2025-06-04 03:00
分组1 - 公司2024年的业绩已包含在本次年度会议文件中 [4] 分组2 - 无 分组3 - 无 分组4 - 公司本次年度股东大会的主要业务包括选举四名任期三年的董事、非约束性咨询批准高管薪酬、批准2025年股权激励计划以及批准任命Crow LLP为公司2025财年的独立注册公共会计师事务所 [8] 分组5 - 公司CEO对2024年的业绩感到自豪,并期待2025年继续发展 [4] 分组6 - 会议采用线上形式进行,股东可通过屏幕左上角的消息图标提交问题,若问题与会议无关,可提供邮箱,公司将在24小时内回复 [1] - 已投票的注册股东无需再行动,未投票或想更改投票的注册股东可点击屏幕左侧的代理投票网站链接进行操作 [5] - 会议的官方人员包括代理投票人、选举监察员、SEC顾问、外部审计师、公司秘书等 [5] - 会议记录日期为2025年4月7日,公司已在2025年4月23日开始向该日登记在册的股东邮寄会议通知 [10] - 会议已达到法定人数,投票已结束,各项提案均已获得通过 [10][17][19] 问答环节所有提问和回答 问题: 无 - 无问题提出 [20]
Expedia Group(EXPE) - 2025 FY - Earnings Call Transcript
2025-06-04 02:30
Expedia Group (EXPE) FY 2025 Annual General Meeting June 03, 2025 01:30 PM ET Speaker0 Good morning, and welcome to Expedia Group's twenty twenty five Annual Stockholders Meeting. Today's meeting is being recorded. I now would like to turn the proceedings over to Mr. Bob Jelic, Chief Legal Officer and Corporate Secretary of Expedia Group. Please go ahead, sir. Speaker1 Thank you very much, and good morning. Please note that we have a lot of time after the meeting to respond to questions submitted by stockho ...
GM(GM) - 2025 FY - Earnings Call Transcript
2025-06-04 01:00
General Motors (GM) FY 2025 Annual General Meeting June 03, 2025 12:00 PM ET Speaker0 Welcome to General Motors twenty twenty five annual meeting of shareholders. I am John Kim, assistant corporate secretary. Joining me today are Mary Barra, chair and CEO, and Grant Dickson, executive vice president, chief legal and public Policy Officer and Corporate Secretary. Grant has been designated to conduct the business portion of our meeting and will serve as the meeting secretary. Following adjournment, Mary will ...
Rexford Industrial Realty(REXR) - 2025 FY - Earnings Call Transcript
2025-06-04 01:00
Rexford Industrial Realty (REXR) FY 2025 Annual General Meeting June 03, 2025 12:00 PM ET Speaker0 Good morning, ladies and gentlemen. I am Richard Ziman, Chairman of the Board of Directors of Rexford Industrial Realty. It's my pleasure to welcome you to the company's twenty twenty five Annual Meeting of Stockholders, which is being held as a virtual only meeting this year by a live audio webcast. Please note that this meeting is being recorded. As previously announced, today will be my final meeting as Cha ...
Phathom Pharmaceuticals(PHAT) - 2025 FY - Earnings Call Transcript
2025-06-04 00:30
财务数据和关键指标变化 - 无相关内容 各条业务线数据和关键指标变化 - 无相关内容 各个市场数据和关键指标变化 - 无相关内容 公司战略和发展方向和行业竞争 - 无相关内容 管理层对经营环境和未来前景的评论 - 无相关内容 其他重要信息 - 会议于2025年6月3日上午11:30开始,采用线上形式召开,董事会成员、高级管理团队成员和公司注册公共会计师代表参会 [1][3] - 会议进行投票,截至2025年4月7日,有69,648,287股普通股有权投票,已收到多数股份的代理投票,会议达到法定人数 [7][8] - 会议需表决四项提案,包括选举两名三类董事、批准安永为公司2025财年独立注册公共会计师事务所、批准高管薪酬、批准未来高管薪酬非约束性咨询投票频率 [8][9] - 初步投票结果显示,董事会候选人当选,安永获批准,高管薪酬获批准,未来高管薪酬咨询投票频率为一年获批准,最终投票结果将在四个工作日内以8 - K表格报告 [10][11][12] 问答环节所有提问和回答 - 无相关内容
Booking Holdings(BKNG) - 2025 FY - Earnings Call Transcript
2025-06-04 00:00
财务数据和关键指标变化 - 2024年公司预订超11亿间夜客房 [28] - 2024年公司营收近240亿美元,同比增长11% [28] - 2024年公司调整后EBITDA超80亿美元,增长17% [29] - 2024年公司调整后每股收益超187美元,增长23% [29] - 2024年公司向股东返还超70亿美元资本 [30] - 2025年初公司宣布200亿美元股票回购授权,并将季度股息每股提高10% [30] 各条业务线数据和关键指标变化 - 2024年公司商户模式总预订额增长27%,占总预订额的63%,高于2023年的54% [32] - 2024年底公司另类住宿房源达790万套,创历史新高 [35] 公司战略和发展方向和行业竞争 - 公司长期愿景是在正常化旅游环境下,实现年度恒定货币总预订额和营收至少增长8%,恒定货币调整后每股收益至少增长15% [30] - 公司推进“互联旅行”战略,目标是为客户提供更个性化、无缝和愉悦的旅行体验,提高客户忠诚度和直接预订量 [31][32] - 公司扩大商户模式和忠诚度计划,推动“互联旅行”愿景实现 [32] - 公司将AI技术融入各品牌,如Booking.com的AI行程规划器、Priceline的助手Penny、Kayak的Kayak.ai服务和OpenTable的语音AI工具 [34] - 公司与领先AI公司合作,学习旅行者和合作伙伴与生成式AI的互动方式 [34][35] - 公司注重建立强大的合作伙伴关系,扩大合作伙伴供应,特别是另类住宿领域 [35] 管理层对经营环境和未来前景的评论 - 公司认为旅游行业具有韧性,尽管面临地缘政治紧张和宏观经济变化等不确定性,但公司将继续测试、学习和适应,专注于为客户和合作伙伴创造价值 [36][37] - 公司对AI技术的应用充满信心,认为其将对公司产生积极影响 [35] 问答环节所有提问和回答 问题: 董事会对AI下游利润的规划以及Booking如何使用AI的例子 - 董事会表示在获得AI下游利润前需进行重大投资,公司将把潜在收益重新投资于支持可持续营收增长和长期盈利的战略领域,并向股东返还部分利润 [40][41] - 公司在各品牌中应用生成式AI和其他形式的AI,如Booking.com的AI行程规划器、Priceline的Penny、Kayak的Kayak.ai服务,还用于改善搜索、转化和客户支持等方面 [42][43][34] 问题: 关于吞并加拿大的言论是否对美国旅游产生重大负面影响 - 公司表示看到加拿大人前往美国的旅游人数减少,但加拿大人并未停止旅游,而是更多地前往其他地方,如墨西哥,公司业务布局广泛,不受特定地区旅游变化的影响 [49][50] 问题: 自2024年以来股票回购的花费以及2025年预计花费 - 公司2024年约花费60亿美元进行股票回购,未透露2025年计划花费,但公布了董事会授权的未来回购额度 [52]
Tile Shop(TTSH) - 2025 FY - Earnings Call Transcript
2025-06-04 00:00
Tile Shop (TTSH) FY 2025 Annual General Meeting June 03, 2025 11:00 AM ET Speaker0 Thank you for standing by, and welcome to the Tile Shop Holdings, Inc. Annual meeting. I will now turn the meeting over to Peter Kamen. Please go ahead. Speaker1 Good morning, ladies and gentlemen. The twenty twenty five Annual Meeting of the Stockholders of Tile Shop Holdings is now called to order. I would like to extend a welcome to any stockholders attending this virtual annual meeting. Stockholders may submit questions a ...
Donaldson(DCI) - 2025 Q3 - Earnings Call Transcript
2025-06-03 23:02
Donaldson Company (DCI) Q3 2025 Earnings Call June 03, 2025 10:00 AM ET Company Participants Sarika Dhadwal - Sr. Director - IR & ESGTod Carpenter - Chairman, CEO & PresidentBrad Pogalz - Chief Financial OfficerAngel Castillo - Executive DirectorTyler Mulier - Equity Research Associate Conference Call Participants Bryan Blair - Managing Director & Senior Research AnalystDaniel Rizzo - AnalystRobert Mason - Senior Research AnalystTim Thein - Managing Director & Research AnalystAdam Farley - Associate Analyst ...
Donaldson(DCI) - 2025 Q3 - Earnings Call Transcript
2025-06-03 23:00
Donaldson Company (DCI) Q3 2025 Earnings Call June 03, 2025 10:00 AM ET Speaker0 morning, and welcome to Donaldson's Third Quarter Fiscal twenty twenty five Earnings Conference Call and Webcast. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. Today's conference is being recorded. I would now like to turn the call over to Sarika Dodwal, Senior Director of Investor Relations at ESG. Please go ahead. Speaker1 Good morning. Thank you ...