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.
908 Devices reported Q3 2025 revenue of $14 million, a 4% year‑over‑year decline but an 8% sequential increase, driven largely by FTIR‑based Explorer devices. Adjusted EBITDA loss narrowed to $1.8 million, a 53% quarter‑over‑quarter improvement, marking the smallest loss since the company went public. The company launched its Viper handheld analyzer, secured 35 units for Q4, and recorded a 30% rise in Explorer shipments, expanding the installed base by 27%. Management reaffirmed full‑year guidance, citing strong cash of $112 million and no debt, while flagging $4 million of Q4 revenue at risk from government shutdown and export delays.
Marex Group reported record Q2 2025 adjusted profit before tax of $106 million, up 16% year‑over‑year, as revenue climbed 18% to $500 million. Strong performance was driven by a 59% surge in agency and execution revenue and an 80% jump in securities revenue,...
Thermon Group Holdings reported record Q3 fiscal 2026 results, with revenue of $147.3 million, up 10% year‑over‑year, and adjusted EBITDA of $35.66 million, a 12% increase. Gross margin improved to 46.6% and adjusted EPS rose 18% to $0.66. Orders grew...
EVGO reported a fourth‑quarter 2025 revenue of $678 million and GAAP net income of $32 million, with adjusted EBITDA reaching $126 million. The company secured a record $520 million in new or expanded contracts, including five ICE‑dedicated facilities that add roughly $400 million of annualized...
Hypercharge Networks Corp. posted third‑quarter fiscal 2026 results featuring record service and subscription revenue, a 34% gross margin and a 59% reduction in net loss. Revenue for the nine‑month period rose 33% year‑to‑date to C$9.7 million, driven by higher‑margin Level 2 installations. The...
iHeartMedia reported a modest revenue increase in Q4 2025, but its adjusted EBITDA fell in the middle of the company’s own guidance range, and the firm recorded a net loss. Chairman and CEO Bob Pittman said the results were satisfactory,...
Mobile Infrastructure Corp (NASDAQ: BEEP) released its Q4 and full‑year 2025 results, highlighting a 10% year‑over‑year rise in contract parking volumes and a near‑60% jump in residential contracts. Revenue slipped to $35.1 million and net loss widened to $23.7 million, reflecting market‑specific...
Harrow, Inc. reported a record fourth‑quarter revenue of $89.1 million, a 33% rise year‑over‑year, and full‑year 2025 revenue of $272.3 million, up 36% from 2024. The company posted GAAP net income of $6.6 million in Q4 but a net loss of $5.1 million for...
ThredUp reported fourth‑quarter revenue of $79.7 million, an 18% year‑over‑year increase, and full‑year 2025 revenue of $310.8 million, up 20% YoY. Active buyers rose to a record 1.65 million, a 30% jump, while the loss from continuing operations narrowed to $5.6 million in Q4...
Senseonics Holdings reported fourth‑quarter 2025 revenue of $14.3 million, a 72% year‑over‑year rise, and full‑year revenue of $35.3 million, up 57% YoY. The company saw 103% new‑patient growth in the U.S., expanded its provider network to 60 inserters, and grew active prescribers...
Urban One Inc. will release its Q4 2025 earnings and full‑year results on March 12, with CEO Alfred Liggins III leading a 10 a.m. Eastern call. The company reported an 8.1% drop in Q3 core radio revenue to $38.12 million and projects Q4...
Sunrun reported a year‑over‑year decline in Q4 2025 subscriber additions and installation volumes, with subscriber value metrics falling sharply. Gross subscriber value dropped 2% to $50.2 million and net subscriber value fell 30% to $9.1 million, while storage attachment rose to 71%....
The new $AAPL products should translate into a modest upside for June quarter revenue. https://t.co/3YfhPcJTiW
.@Salesforce Q4 strong, Agentforce picks up momentum https://t.co/PqLYc0tJFP Salesforce reported a better-than-expected fourth quarter powered by Agentforce and Data 360. @ldignan https://t.co/c9L1RS7gVt
Smith+Nephew reported an 8.3% year‑over‑year increase in fourth‑quarter revenue, reaching $1.70 billion, with underlying growth of 6.2%. Orthopaedics and Sports Medicine & ENT segments drove the bulk of the rise, posting 9.8% and 9.5% gains respectively, while Advanced Wound Management grew 5.3%. The...
Eos Energy Enterprises released its Q4 and full‑year 2025 results, showing a seven‑fold revenue increase to $114.2 million but a net loss of $969.6 million driven largely by non‑cash expenses. The company ended 2025 with $624.6 million in cash, eliminating prior going‑concern doubts,...
Norwegian Cruise Line Holdings reported Q4 FY25 revenue of $2.2 billion, a 6 % year‑over‑year increase driven by higher capacity days. Adjusted earnings per share rose 46 % to $0.28, while net income fell sharply to $14.3 million. Adjusted EBITDA grew 20 % to $564 million,...
The latest smart‑building newsletter spotlights earnings season, where leading OEMs highlighted increased investment in technology and sustainability. It also details strategic partnerships, notably ReTech Advisors with Audette and Nemetschek Group with Ingram Micro, aimed at scaling decarbonization and digital AEC...
Dave & Buster's reported Q4 2025 revenue of $448 million, while comparable store sales fell 4% year‑over‑year but showed sequential improvement toward the quarter’s end. Adjusted EBITDA held at $59 million, delivering a 13% margin despite the sales dip, and operating cash...
Dynex Capital reported a standout 2025, delivering a 29.4% total shareholder return and a decade‑long 67% gain, driven by aggressive capital deployment and portfolio expansion. The firm’s market capitalization tripled to $3 billion in thirteen months, while its mortgage‑backed securities portfolio...
OFG Bancorp reported a 17% year‑over‑year increase in diluted EPS, supported by a modest 2% rise in core revenues and a favorable tax benefit. Commercial loans expanded to $3.5 billion, now representing 43% of the loan book, while retail deposits grew...
Venture Global reported a $150 billion backlog, up more than 25% YoY, and $59 billion in orders, a 34% increase driven by Power and Electrification. Q4 revenue rose 9% to $38 billion, while adjusted EBITDA reached $1.2 billion with an 11.4% margin, marking 46%...
Uniti Group reported a strong Q1 2022, delivering $278 million in revenue, $225 million adjusted EBITDA and $112 million AFFO, prompting an upward revision of its full‑year outlook. New sales bookings jumped 58% YoY, driven by robust demand for its shared‑infrastructure fiber assets...
Cerus Corp reported record total revenue of $233.8 million in 2025, a 16% increase year‑over‑year, driven by strong product sales and robust growth in EMEA. Product revenue rose 14% for both the quarter and full year, with IFC kit sales...
Xeris Biopharma reported record Q3 2025 product revenue of $74.1 million, a 40% year‑over‑year increase driven primarily by Recorlev’s 109% revenue jump. The company posted its first quarterly net income and an adjusted EBITDA of $17.4 million, reflecting strong operating leverage and...
Riot Platforms reported $647 million total revenue for FY 2025, a 72% jump driven largely by record Bitcoin mining earnings of $576.3 million. The company posted a $663 million net loss, primarily reflecting non‑cash depreciation, stock‑based compensation and Bitcoin mark‑to‑market adjustments. Management highlighted a...
iHeartMedia reported Q4 2025 consolidated revenue of $1.1 billion, up 0.8% and 7.7% when stripped of political advertising. Adjusted EBITDA reached $220 million, hitting the midpoint of its guidance range, while the Digital Audio Group delivered $387 million in revenue, a 14.1% increase,...
Plug Power reported a roughly 30% revenue increase in Q4 2025, driven by strong material‑handling and electrolyzer sales, and achieved a positive gross margin of 2.4%, a 125‑point swing from the prior year. Electrolyzer revenue hit a record $188 million, supported...
Impinj reported Q4 2025 revenue of $92.8 million, a modest 1% year‑over‑year increase but down 3% sequentially. Adjusted EBITDA reached $16.4 million (17.7% margin) and cash holdings hit a record $279.1 million. Endpoint IC volumes grew 9% YoY, and the...
Nexstar reported Q4 2025 net revenue of $1.29 billion, a 13.4% decline, driven primarily by a $233 million drop in political advertising. Despite the overall ad slump, non‑political advertising grew 4.5% and the CW network saw a 19% viewership increase, while NewsNation...
Astera Labs reported Q4 2025 revenue of $270.6 million, a 17% sequential rise and 92% year‑over‑year growth, pushing full‑year revenue to $852.5 million, up 115% YoY. The company highlighted strong momentum across its Scorpio, Ares, Taurus and Leo portfolios, secured a $6.5 billion...
Sealed Air reported Q4 2025 results with modest top‑line growth and expanding margins despite ongoing demand pressures. Revenue reached $1.35 billion, up 0.5% YoY, while adjusted EBITDA rose 4% to $287 million, lifting the margin to 21.3%. The Protective segment posted its...
Bristol‑Myers Squibb reported flat Q4 2025 revenue of $12.5 billion, while its growth portfolio surged 15% YoY to $7.4 billion, offsetting roughly $4 billion of legacy declines. Key brands such as Opdivo, Breyanzi, Camzyos and Eliquis all posted double‑digit growth, with Breyanzi receiving...
ThredUp reported Q4 2025 revenue of $79.7 million, up 18.5% year‑over‑year, and a full‑year revenue of $310.8 million, a 20% increase. The company completed its shift to a consignment‑based model, now covering over 90% of transactions, and posted adjusted EBITDA in every...
Tidewater reported Q2 2025 revenue of $341.4 million, a 2% sequential increase, driven by a record average day rate of $23,166. Gross margin reached 50.1%, well above the 44% guidance, and net income was $72.9 million, helped by a $27 million tax benefit....
Ameresco reported Q4 2025 revenue of $581 million, up 9% year‑over‑year, driven by growth across its energy efficiency, project, and O&M businesses. The company’s total project backlog stayed above $5 billion and awarded backlog rose 13% to $2.5 billion, highlighting strong demand and...
Comcast reported Q4 2025 revenue growth of 1% as its six growth businesses delivered mid‑single‑digit gains, while adjusted EBITDA fell 10% and earnings per share dropped 12% amid heavy investment and new NBA content rights. Free cash flow reached $4.4 billion,...
Gaia Inc. posted Q4 2025 revenue of $25 million, a 14% year‑over‑year increase, and lifted its gross margin to 86.4%, up 30 basis points. Membership rose to 883,000, though churn remains higher on third‑party platforms, prompting a strategic shift toward direct‑to‑consumer...
AAON reported a 0.6% decline in Q2 2025 net sales to $311.6 million, driven by a 20.9% drop in AAON‑branded sales after an ERP rollout disrupted coil supply and production. Gross margin contracted 950 basis points to 26.6% and non‑GAAP EPS...
StealthGas Inc reported a 12% year‑over‑year revenue decline in Q1 2025, primarily due to the roll‑off of a large industrial contract and a planned one‑week marine downtime. Aerospace revenues exploded 147%, raising the marine and aerospace share of total sales...
UniQure reported a regulatory setback as the FDA now deems the Phase 1/2 external‑control data for AMT‑130 insufficient for a Biologics License Application, creating uncertainty around the U.S. filing timeline. Despite this, the high‑dose AMT‑130 achieved a statistically significant 75% slowdown...
Kosmos Energy reported record‑near production in Q4 2025, driven by a 13% jump at Jubilee and a 60% increase at the Greater Tortue Ahmeyim (GTA) LNG project. Operating expenses fell almost 40% quarter‑on‑quarter while capital spending came in at $67 million,...
Core Scientific reported 350 MW of energized capacity, with roughly 200 MW already billing, surpassing the halfway point of its 590 MW CoreWeave contract. The company announced expansions at Dalton, Georgia (450 MW gross) and a new 265‑acre Hunt County, Texas site slated for...
James River Group reported a net loss of $23.9 million for Q3 2021, driven by a loss‑portfolio‑transfer (LPT) of its commercial auto runoff and casualty reinsurance reserve developments. The company highlighted strong growth in its core E&S book, which expanded 25% to...
BRC Inc. reported fiscal 2026 Q1 results featuring an 8% rise in adjusted diluted EPS to $1.21 and a 42.5% jump in operating cash flow to $33.4 million. Sales grew 7.5% overall, driven by 4.7% organic growth in the Americas and...
Linde reported Q4 2025 sales of $8.8 billion, a 6% year‑over‑year increase, and operating profit of $2.6 billion, delivering a 29.5% margin. Earnings per share rose 6% to $4.20, while operating cash flow topped $3 billion and capex grew 17% to fund a...
Surgery Partners reported Q4 2025 net revenue of $821.5 million, a 6.6% year‑over‑year increase, and adjusted EBITDA of $136.4 million, up 6.1% with a 16.6% margin. The company revised full‑year revenue guidance to $3.275‑$3.30 billion and adjusted EBITDA to $535‑$540 million, citing delayed capital...
Westwood Holdings Group reported Q4 2025 revenue of $27.1 million, driven by a growing ETF franchise that now holds over $200 million in assets and the launch of the YLDW ETF. The firm closed its Westwood Energy Secondary Fund II with more...
Yatsen Holding reported a 7.1% Q4 2024 revenue increase to RMB 1.15 billion, driven by a 16.4% surge in color‑cosmetics sales and higher‑margin product mix. Gross margin rose to 77.8% and net loss margin narrowed to 33%, while non‑GAAP net income margin...
RB Global reported a 10% year‑over‑year rise in adjusted EBITDA, driven by a 4% increase in gross transaction value and higher operating leverage. Automotive unit volume grew 8%, outpacing the market for the fourth straight quarter, while service revenue rose...
