Know What's Happening in Earnings Calls
Know What's Happening in Earnings Calls
Micron posts $23.9B revenue, sparks analyst split on AI memory outlook
Micron Technology reported fiscal Q2 revenue of $23.86 billion, nearly tripling year‑over‑year, and posted non‑GAAP earnings of $12.20 per share. Citi responded by cutting its price target to $425 from $510, highlighting a debate among analysts about the durability of the AI‑driven memory boom.
Advanced Flower Capital Inc. posted a modest Q4 FY25 net income of $0.9 million, or $0.04 per basic weighted‑average common share. The quarter also recorded a distributable loss of $2.8 million, or $0.12 per share, while net interest income was $5.19 million against $7.8 million in expenses. For the full fiscal year, the company posted a net loss of $20.7 million but generated $8.7 million in distributable earnings, equating to $0.39 per share. Management announced a regular cash dividend of $0.05 per share payable in Q1 2026.
MongoDB: Revenue up 27%. Beat on earnings. Rule of 40. Record cash flow. Stock: Down 22%. Why? Two top execs left. Guidance light. The market doesn't care what you did. It cares what you're about to lose. https://t.co/u0W819CWth
Berkshire Hathaway’s new CEO Greg Abel disclosed a sharp decline in 2025 underwriting profit, with GEICO alone responsible for more than half of the $1.9 billion drop. Across all property‑casualty units pretax underwriting profit fell 16.5% to $9.7 billion and combined ratios...
Endeavour Group’s half‑year earnings show a 17.1% drop in net profit to $247 million despite a modest 0.2% rise in retail sales to $5.5 billion. The decline stems from an aggressive low‑price strategy that squeezed the retail drinks gross margin down 84...
OneSpaWorld reported record Q4 2025 results, with total revenue of $242.1 million, up 11% year‑over‑year, and adjusted EBITDA of $31.2 million, a $4.5 million increase. Net income fell to $12.1 million due to $5.7 million in restructuring and impairment charges...
TriplePoint Venture Growth BDC reported a $73 million increase in its debt investment portfolio for Q3 2025, marking the third straight quarter of growth and a year‑to‑date rise of nearly $110 million. New commitments surged to $182 million, with 90% directed toward AI,...
Janus International Group reported Q4 2025 revenue of $219.3 million, a 4.7% year‑over‑year decline driven primarily by pricing pressure and lower volume. Adjusted EBITDA rose 1.2% to $43.6 million, lifting the margin to 19.9% after cost‑saving initiatives. International sales surged 32.9% while...
EyePoint reported Q4 2025 results, highlighting rapid enrollment of over 900 patients in two pivotal wet AMD Phase 3 trials (Lugano and LUCHIA) with top‑line data expected mid‑2026. The company also initiated Phase 3 DME studies (COMO and CAPREIT) slated for first...
Broadcom reported record Q4 2025 results and set an aggressive Q1 2026 outlook, driven by explosive AI semiconductor demand. Consolidated revenue reached $18 billion, up 28% YoY, with AI revenue climbing 74% to $6.5 billion and an AI‑related order backlog exceeding $73 billion....
Cross Country Healthcare reported Q4 2018 revenue of $200.9 million, down 9% year‑over‑year, and a net loss of $19.7 million. CEO Kevin Clark, a co‑founder, returned to lead a turnaround, eliminating the COO role and promoting internal leaders. The company...
Red Violet reported Q2 2025 revenue of $21.8 million, a 14% year‑over‑year increase and 21% organic growth after excluding a prior‑year one‑time transaction. The company posted a record adjusted gross margin of 84% and free cash flow of $4.8 million, up 47%...
Hudson Technologies reported Q2 2025 revenue of $72.8 million, a 3% decline driven by cooler weather delaying the cooling season. Gross margin improved to 31% thanks to higher refrigerant prices, lifting gross profit to $22.8 million. Net income rose to $10.1 million on...
NACCO Industries reported third‑quarter 2019 results, with revenue modestly rising to $32.6 million while operating profit fell to $8.7 million. Net income increased to $10.3 million, driven by a $2.7 million pre‑tax payment from an India venture. Management forecast 2020 coal deliveries to grow,...
Brookfield Asset Management reported a record $112 billion of capital raised and $66 billion deployed in 2025, driving fee‑bearing capital to $603 billion. Fee‑related earnings rose 22% to $3 billion with a 58% annual margin, while distributable earnings increased 14% to $2.7 billion. The firm...
Fuel Tech Inc. reported fourth‑quarter 2025 revenue of $7.2 million, lifting full‑year sales 6% to $26.7 million, the highest since 2018. The FUEL CHEM segment surged 28% to $17.8 million, while the APC segment secured $8.8 million in new awards and grew its backlog...
Karyopharm Therapeutics reported Q4 2025 total revenue of $34.1 million, an 11.8% year‑over‑year increase, driven primarily by XPOVIO net product revenue of $32.1 million. The company trimmed R&D and SG&A expenses, improving operating performance by roughly 43% quarter‑over‑quarter, yet posted a GAAP...
PagSeguro reported 33.7 million clients, a 1.6 million YoY increase, and a 14% rise in cash‑in volume to BRL 95 billion in 2025. Banking revenue surged 50% to BRL 744 million, while gross profit grew modestly 2% to BRL 1.9 billion, helped by a repricing strategy that outpaced...
SandRidge Energy reported a strong Q2 2025, with adjusted EBITDA rising 76% to $22.8 million and net income of $19.6 million. Production increased 19% year‑over‑year, driven by the launch of the Cherokee development program, whose first well delivered 2,300 BOE/day and a breakeven...
Stevanato Group posted a 9% year‑over‑year revenue increase to $303.2 million in Q3 FY2025, driven by a 14% rise in its BDS segment and a 47% surge in high‑value solutions, which now represent 49% of total sales. The Engineering segment fell...
Mistras Group reported Q3 fiscal 2025 revenue of $195.5 million, a 7% year‑over‑year increase driven by growth across all five major verticals. Adjusted EBITDA reached a record $30.2 million, up 29.6% and yielding a 15.4% margin, while net income more than doubled...
Sight Sciences reported fourth‑quarter 2025 revenue of $20.4 million, a 7% year‑over‑year increase, driven by $19.7 million from interventional glaucoma and $0.7 million from the newly reimbursed interventional dry‑eye segment. Gross margins remained strong at 87% overall, while operating expenses fell 25% after...
Seaport Entertainment Group reported Q4 2025 consolidated revenue of $45.1 million, a modest 1% year‑over‑year increase, while net loss narrowed to $33.2 million, or $2.61 per share, a 56% improvement. Adjusted EBITDA rose sharply—up 40% on an exclusionary basis—despite headline declines driven...
Acres Commercial Realty reported a $46.8 million net decline in its loan portfolio for Q3 2025, offset by $106.4 million of new commitments. A $13.1 million capital gain from a real‑estate sale lifted GAAP net income to $9.8 million and boosted earnings available for distribution...
Verastem reported $1.7 million in COPIKTRA net revenue for Q1 2019, a 38% increase over the prior quarter, and achieved reimbursement coverage with more than 92% of targeted health plans. Clinical updates highlighted the Phase 3 DUO trial, which showed...
Cardlytics reported Q3 2025 billings of $89.2 million, a 20.3% decline driven by content restrictions from its largest financial‑institution partner. Revenue fell 22.4% to $52 million, yet adjusted EBITDA improved to $3.2 million and contribution margin hit a record 57.7%. The company announced...
Niagen Bioscience reported Q2 2025 revenue of $31.1 million, a 37% year‑over‑year increase, and lifted full‑year revenue guidance to 22‑27%. Gross margin improved to 65% driven by a higher‑margin sales mix and inventory efficiencies. The company expanded its Niagen Plus clinic...
Altisource Portfolio Solutions reported 2025 service revenue of $161.3 million, a 7% increase, and adjusted EBITDA of $18.3 million, up 5%. The company added $20.6 million in new Servicer and Real Estate contracts and grew HUBZU inventory 137% to 13,500 assets. Guidance for...
Altisource Portfolio Solutions reported Q2 2025 service revenue of $40.8 million, up 11% year‑over‑year, and adjusted EBITDA of $5.4 million, a 23% increase. GAAP net income swung to $16.6 million from an $8.3 million loss, helped by a tax reserve reversal and lower interest expense....
Stem Inc. posted Q3 2025 revenue of $38 million, a 31% year‑over‑year increase, and ARR rose to $60 million, up 17%. The company recorded a second straight quarter of positive adjusted EBITDA ($2 million) and generated $11 million of operating cash flow. Management highlighted...
Magnachip Semiconductor reported Q4 2025 revenue of $40.6 million, a 17% year‑over‑year decline, and a gross margin of 9.3% after a one‑time $2.7 million sales incentive reduced profitability. Adjusted operating loss widened to $11.9 million and adjusted EBITDA turned negative...
RE/MAX Holdings reported Q4 2025 revenue of $71.1 million and adjusted EBITDA of $22.4 million, delivering a 31.5% margin despite a historically slow housing market. The franchise network reached an all‑time high of 148,500 agents, with international affiliates exceeding 75,000....
Revvity reported Q4 2025 revenue of $772 million, a 4% organic increase, driven by a 7% rise in its diagnostics segment. Adjusted earnings per share came in at $1.70, topping the high‑end of guidance, while full‑year revenue reached $2.86 billion and adjusted...
Grocery Outlet Holding Corp reported a 5% decline in Q4 2025 net sales to $76.8 million, with full‑year sales also down 5% to $276 million. Gross margin fell to 44.1% from 47.9% as incremental tariffs added roughly $16 million in costs, outpacing a...
Ascent Industries reported Q4 2025 results highlighting a near‑1000‑basis‑point gross‑margin expansion and a 61% rise in gross profit despite a 7% full‑year revenue decline. Adjusted EBITDA loss narrowed by $4.1 million year‑over‑year, while the company secured $9.4 million of annualized revenue from...
DoubleDown Interactive reported Q4 2025 revenue of $95.8 million, a 17% year‑over‑year increase, driven by social casino growth and a 78% surge in iGaming revenue from SuperNation. Adjusted EBITDA rose 16% to $40.6 million, while net operating cash flow reached $42.6 million, bringing...
Ardent Health reported solid volume and revenue growth in Q3 2025, with revenue up 8.8% to $1.58 billion and adjusted EBITDA rising 46% to $143 million. However, the company lowered its full‑year adjusted EBITDA guidance to $530‑$555 million, citing accelerating professional‑fee expenses and...
Miller Industries reported a strong rebound in Q4 bookings, up 42% sequentially and 35% year‑over‑year to $540 million, signaling early demand recovery, especially in North America. Despite this, revenue fell to $923 million and the company posted a $16 million adjusted operating loss,...
Global Water Resources reported Q1 2020 revenue of $8.2 million, a 6.6% increase year‑over‑year, driven by 4.7% organic connection growth and higher consumption. Adjusted EBITDA rose 18.4% to $4.1 million, while operating expenses fell slightly, reflecting cost discipline and the recent in‑house billing...
SES AI Corp reported a record third‑quarter 2025 revenue of $7.1 million, a 102% sequential increase driven by the recent UC Energy acquisition and the launch of its Molecular Universe (MU 1.0) AI platform. Services now account for 55% of revenue with...
ATN International reported fourth‑quarter 2025 revenue of $1.2 billion and full‑year revenue of $4.6 billion, the strongest top line since 2012. Adjusted EBITDA reached $232 million in Q4 and $859 million for the year, lifting the margin to 19.7% and surpassing guidance. Management guided...
ChargePoint reported Q2 FY2026 revenue of $99 million, hitting the top of its guidance but falling 9 % year‑over‑year. Non‑GAAP gross margin rose to 33 %, the highest since the company went public, while subscription revenue reached $40 million, representing 40 % of total sales....
Aware Inc. posted fiscal 2025 revenue of $17.3 million, a marginal decline, while its net loss expanded to $5.9 million, reflecting higher technology and certification investments. The company secured ISO 30107 Level 3, ISO 27001, and FIDO2 certifications and earned best‑in‑class bias ratings in NIST...
Daktronics reported a 12% year‑over‑year increase in orders and a 36% jump in its product backlog to $321 million, delivering three straight quarters of top‑line growth. Net income rose 25% on an adjusted basis to $17.5 million, while operating margin edged toward...
eToro reported Q4 2025 net contribution of $227 million, a 6% sequential rise, and adjusted EBITDA of $87 million, delivering a 38% margin. Capital markets revenue surged 43% year‑over‑year, offsetting a 72% drop in crypto net contribution. The firm highlighted...
Viemed Healthcare reported a 14.7% year‑over‑year revenue increase in fiscal Q2 2025, driven entirely by organic growth across its core ventilation, sleep therapy, and resupply segments. Adjusted EBITDA rose 12% to $14.3 million, while SG&A fell to 45.7% of revenue, reflecting...
Advanced Flower Capital Inc. reported Q2 2025 results, posting $0.15 per share in non‑GAAP distributable earnings and a GAAP loss of $13.2 million. The loan portfolio held steady at $357.9 million across 15 assets, delivering a weighted‑average 17% yield to maturity....
The Real Brokerage reported Q4 2025 revenue of $505 million, a 44% jump, driving full‑year revenue to nearly $2 billion, up 56%. Closed transactions rose 38% to almost 49,000, outpacing the industry, while net loss narrowed to $4.2 million and adjusted EBITDA turned...
CrowdStrike just delivered a record FY26, capped by a blockbuster Q4. 🔒 $5.25B ending ARR - the ONLY pure-play software cyber company to cross $5B 📈 $331M net new ARR in Q4, all-time record, up 47% YoY. 💰 $1.24B FY26 free cash flow....
AnaptysBio announced it will spin off its biopharma division into a new public company, First Tracks Biotherapeutics, in Q2 2026, separating it from the royalty‑focused parent that will retain the AnaptysBio name. The royalty side highlighted strong performance from GSK’s Jemperli,...
Oculis Holding AG reported a transformative 2025, highlighted by a $268.7 million cash position that extends its runway to 2029 and a $210 million equity raise. The company secured FDA Breakthrough Therapy designation for Privosegtor, its neuro‑protective candidate for optic neuritis, and...
