April 19, 2025
Operating Assets

Strategic Growth and Financial Resilience

Total Revenue: $25.4 million, up 2% from $25 million in 2023. Cloud Infrastructure and Disaster Recovery Service Revenue: $12.3 million, a 27% increase year-over-year. Annual Recurring Revenue Run Rate: $21.5 million. Net Income: $513,000, up 71% from $299,000 in 2023. Adjusted EBITDA: $2.37 million, compared to $1.64 million last year. Cash and Marketable Securities: $12.3

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Operating Assets

Revenue Surge Amid Rising Expenses

Total Revenue: $150 million for the year ended December 31, 2024, up from $58.7 million in 2023. Revenue from Collaborative and Other Agreements: $118.9 million. MARGENZA Net Sales: $16.4 million. Contract Manufacturing Revenue: $13.1 million. Research and Development Expenses: $177.2 million, up from $166.6 million in 2023. Selling, General, and Administrative Expenses: $71 million, up

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Operating Assets

Ultragenyx Pharmaceutical Inc (RARE) Q4 2024 Earnings Call Highlights: Strong Revenue Growth …

Total Revenue (2024): $560 million, representing 29% growth over 2023. Crysvita Revenue (2024): $410 million, with 25% growth over 2023. Dojolvi Revenue (2024): $88 million, representing 25% growth over 2023. Evkeeza Revenue (2024): $32 million. Mepsevii Revenue (2024): $30 million. Total Operating Expenses (2024): $1.1 billion. R&D Expenses (2024): $698 million. SG&A Expenses (2024): $322

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Tangible Assets

US$1.35 (vs US$0.98 in FY 2023)

Revenue: US$607.0m (up 17% from FY 2023). Net income: US$243.2m (up 34% from FY 2023). Profit margin: 40% (up from 35% in FY 2023). The increase in margin was driven by higher revenue. EPS: US$1.35 (up from US$0.98 in FY 2023). Gold Copper Production: 13,459 t (13,856 t in FY 2023) Number of mines: 1

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Operating Assets

Strong Subscription Growth and Strategic …

Subscription Revenue: Grew 24% to $250.6 million in Q4, representing 96% of total revenue. Confluent Cloud Revenue: Increased 38% to $137.9 million, accounting for 55% of subscription revenue. Confluent Platform Revenue: Grew 10% to $112.7 million, making up 45% of subscription revenue. Non-GAAP Operating Margin: Improved to 5.2% in Q4, exceeding guidance. Free Cash Flow

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Intangible Assets

Overvalued With High Goodwill and Intangible Assets

Marvell Technology Inc. (NASDAQ:MRVL) has experienced significant volatility in the stock market. Over the past three years, its share price has fluctuated widely, ranging from $36 to $89. Recently, it plunged nearly 11.40% following the announcement of first-quarter guidance that fell short of expectations. Despite this recent drop, I believe Marvell remains significantly overvalued. Growing

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