Global Community

Catalysts Industry Tailwinds: Demographic Shift, an aging population with increasing financial needs and a desire to stay active is driving demand for part-time and flexible work options. Regulatory Support, policy initiatives promoting longer working lives and flexible scheduling are creating an environment favorable to staffing solutions tailored for older workers.

Key Takeaways Market has low expectations for Intel due to a series of strategic errors in recent years. Market is underestimating Intel’s aggressive strategy to regain product leadership.

Catalysts Products and Services Impacting Uber’s Sales and Earnings Uber has several key products and services that could significantly impact its sales and earnings: Ride-Hailing Services : This remains Uber’s core revenue generator. The company continues to innovate and expand its ride-hailing services globally.

Catalysts Most Immediate Catalysts (1–2 Years) AI & Cloud Demand: Data center demand is booming due to AI, cloud computing, and digital transformation trends. Companies like Microsoft, Google, and Amazon are expanding their hyperscale cloud operations , driving demand for data center capacity.

RIO strategy At a high level, RIO’s growth strategy is to diversify away from Iron ore into in-demand commodities. Specifically, copper, aluminum and lithium.

Key Takeaways Building its own cloud platform to take advantage of the best features of each public cloud provider The partnership with Symbotic could help automate around 60% of store operations Average unit costs to reduce up to 20% due to automation Expanding its use of automated delivery methods to deliver products to customers Targeting two key markets in its international strategy: China and India Catalysts A Great Business And Disciplined Cost Structure Should Keep Growth Consistent Walmart is a budget retailer with over 10,500 stores worldwide and their strong business performance is due to a number of factors, including: Walmart’s large and efficient supply chain - a vast network of stores and distribution centers, which allows it to deliver products to customers efficiently. Innovation at scale - Walmart is constantly investing in new technologies, such as automation of its supply chain, self-checkout and online grocery delivery.

Key Takeaways Strong market position and portfolio of leading brands continue to drive revenue growth. New strategic initiative and operating model, emphasizing organic growth within the company portfolio, along with value creation, optimization and streamlining of the portfolio, are expected to sustain future growth and enhance profitability.

Fourth Quarter 2024 Financial Highlights Consolidated revenue of $100 million, an increase of 16.9% compared to the prior year quarter Gross profit of $15 million, an increase of 1.8% compared to the prior year quarter Net loss of $13.2 million compared to net loss of $18.8 million for the prior year quarter Basic and diluted loss per share of $(0.14) and $(0.14), respectively, compared to $(0.21) and $(0.21) for the prior year quarter Adjusted EBITDA of $(7.8) million compared to $(6.3) million for the prior year quarter Cash, cash equivalents, and investments of $50 million as of December 31, 2024 (“TOI” or the “Company”), one of the largest value-based community oncology groups in the United States, today reported financial results for its fourth quarter and year ended December 31, 2024. Recent Operational Highlights Cash flow from operations in Q4 2024 was approximately $4.2 million, due to disciplined working capital management that saw improvements across receivables, inventory, and payables.

History of Homebuilding: Homebuilding has been in decline since April 2022, and it was the following month when public sentiment realized they were facing a housing crisis. Notable causes were the sharp drop in new home building starts, sharp increases in federal funds rate, rising mortgage rates, peak of average/median home sales price, and high months' supply ratio.