Today's Earnings Calls Pulse
Synopsys posts record FY2025 revenue and secures $2B Nvidia investment
Synopsys reported FY2025 revenue of $7.05 billion, up 15% year‑over‑year, and a backlog of $11.4 billion. Q4 revenue hit $2.25 billion, beating guidance, while non‑GAAP operating margin rose to 37.3% and EPS exceeded forecasts. The company also announced a $2 billion strategic equity investment from Nvidia and plans to prepay $2.55 billion of obligations.
Gray Media Inc (GTN) Q1 2026 Earnings Call Transcript
Gray Media reported 2025 revenue of $792 million, topping the high end of its guidance, while operating expenses of $618 million came in below the low end. The company posted a $23 million net loss but delivered adjusted EBITDA of $179 million, driven by a $12 million political advertising haul that exceeded expectations. It completed the $25 million acquisition of WBBJ‑TV and raised $250 million of second‑lien notes, using proceeds to retire higher‑cost first‑lien debt. Management highlighted expanding NBC and Telemundo affiliations, upcoming Super Bowl and Winter Olympics revenue, and a shift to Google Cloud’s Quick Play platform.
Fox Factory Holding Corp (FOXF) Q1 2026 Earnings Call Transcript
Fox Factory reported Q1 2026 net sales of $368.7 million, up 3.9% year‑over‑year and at the high end of its guidance, while adjusted EBITDA reached $35.7 million, also surpassing the top of the forecast range. Gross margin slipped to 28.9%...
MDU Resources Group Inc (MDU) Q1 2026 Earnings Call Transcript
MDU Resources reported Q1 2026 net income of $80.8 million, or $0.39 per share, with a modest $0.03 EPS hit from milder weather. The Bakken East pipeline open season attracted 1.4 bcf/d of interest and 40% of capacity is already under signed...
Proficient Auto Logistics Inc (PAL) Q1 2026 Earnings Call Transcript
Proficient Auto Logistics reported Q1 2026 revenue of $93.7 million, a 1.6% decline year‑over‑year, while unit deliveries rose 1.5% to 501,850, indicating market‑share gains amid a 5% SAAR drop. Adjusted EBITDA fell to $4.5 million from $7.8 million, primarily due to higher diesel...
PTC Therapeutics Inc (PTCT) Q1 2026 Earnings Call Transcript
PTC Therapeutics reported record Q1 2026 product revenue of $226 million, driven by a $125 million Sephience launch that grew 36% quarter‑over‑quarter. The company lifted full‑year product revenue guidance to $750‑$850 million and total revenue to $1.08‑$1.18 billion, citing strong U.S. uptake, the first...
Amtech Systems Inc (ASYS) Q2 2026 Earnings Call Transcript
Amtech Systems reported Q2 2026 revenue of $20.5 million, up more than 30% year‑over‑year and 8% sequentially, driven by strong AI‑related equipment sales. Adjusted EBITDA rose to $2.5 million, representing a 12% margin, while gross margin expanded to 47.7% and cash balances...
Nuveen Churchill Direct Lending Corp (NCDL) Q1 2026 Earnings Call Transcript
Nuveen Churchill Direct Lending Corp reported Q1 2026 results showing net investment income of $0.44 per share, a modest rise from the prior quarter, while GAAP net income fell to $0.32 per share due to realized and unrealized losses. Gross originations...
Unity Software Inc (U) Q1 2026 Earnings Call Transcript
Unity Software reported a 35% year‑over‑year revenue increase in Q1 2026, propelled by an 80% surge in Vector AI revenue and strong growth in both Grow and Create segments. Adjusted EBITDA rose 65% to $138 million, delivering a 27% margin—the best...
Inspired Entertainment Inc (INSE) Q1 2026 Earnings Call Transcript
Inspired Entertainment reported a strong Q1 2026, with continuing revenue climbing 15% to $57 million, propelled by a 38% surge in its Interactive segment. Reported EBITDA jumped 29% and the EBITDA margin widened by 1,100 basis points, reflecting a shift toward higher‑margin...
Ready Capital Corp (RC) Q1 2026 Earnings Call Transcript
Ready Capital Corp reported $380 million of free cash in Q4 and aims to exceed $850 million to meet upcoming 2026 debt maturities. The firm will trim its legacy CRE portfolio by 60% to roughly $2 billion, driving a 14% drop in book...
Zoetis Inc (ZTS) Q1 2026 Earnings Call Transcript
Zoetis reported Q1 2026 revenue of $2.3 billion, up 3% on a reported basis but flat on an organic operational basis, with price gains offset by volume declines. The livestock and diagnostics segments delivered double‑digit growth, while companion animal revenues fell...
Figs Inc (FIGS) Q1 2026 Earnings Call Transcript
FIGS reported Q1 2026 net revenue of $159.9 million, up 28% year‑over‑year, propelled by strong scrubwear sales and a 12% increase in active customers to over 3 million. International revenue surged 50%, expanding the company’s footprint to 85 markets, while U.S. revenue...
TechTarget Inc (TTGT) Q1 2026 Earnings Call Transcript
TechTarget reported Q1 2026 revenue of $106 million, a modest 2% year‑over‑year increase, while adjusted EBITDA rose 27% to $7.4 million, improving the margin to 6.9%. Growth was driven by the Brand to Demand segment, which now represents about 70% of revenue...
Cars.com Inc (CARS) Q1 2026 Earnings Call Transcript
Cars.com reported Q1 2022 revenue of $158 million, a 3% year‑over‑year increase, driven by a 6% rise in dealer revenue to $140 million. Dealer customers grew to 19,500—the highest in over three years—while website customers reached 5,500. The company highlighted strong demand...
Arrowhead Pharmaceuticals Inc (ARWR) Q2 2026 Earnings Call Transcript
Arrowhead Pharmaceuticals reported accelerating uptake of its newly launched triglyceride‑lowering therapy REDEMPLO, surpassing 400 prescriptions with a 40% surge in the last month. The company announced a price reduction to $45,000 per patient per year and secured payer policies that...
Organogenesis Holdings Inc (ORGO) Q1 2026 Earnings Call Transcript
Organogenesis Holdings reported a 58% drop in Q1 net product revenue to $36.3 million, driven primarily by a 63% plunge in advanced wound‑care sales after CMS reimbursement policy changes created clinician confusion. The company recorded a GAAP operating loss of...
Kelly Services Inc (KELYA) Q1 2026 Earnings Call Transcript
Kelly Services reported Q1 2021 revenue of $1.2 billion, a 4.4% decline year‑over‑year, while all operating segments returned to profitability. The company highlighted strong performance in its OCG, Education, and International units, with OCG revenue up 8% YoY. Kelly completed its...
Century Aluminum Co (CENX) Q1 2026 Earnings Call Transcript
Century Aluminum reported Q1 2026 net sales of $649 million and adjusted EBITDA of $231 million, both up sequentially thanks to higher LME prices and regional premiums. The Mt. Holly expansion is on schedule, set to increase U.S. capacity by roughly 10 percent,...
Ares Commercial Real Estate Corp (ACRE) Q1 2026 Earnings Call Transcript
Ares Commercial Real Estate Corp reported Q1 2026 results highlighting a $1.7 billion loan portfolio, up $110 million sequentially, and a strategic shift away from office exposure toward multifamily, industrial and self‑storage assets. The company closed three new loan commitments totaling $294 million,...
Supply Constraints Decide Winners in Compute Boom
You’d think no one would be surprised we can’t make enough chips. Three earnings prints in 48 hours just confirmed the same story that compute demand has lapped supply, and capacity is the binding constraint across silicon, optics, and IP....
Arm's Data Center Royalties Double, Silicon Demand Soars
$ARM delivered a clean BEAT and RAISE on every line that mattered, and the data center business doubled YoY. The story is no longer pure IP licensing. It is now also silicon with AGI, and the silicon business is ramping...
DuPont Highlights Aramids Divestiture, New Sustainability Goals on Q1 2026 Earnings Call
DuPont used its Q1 2026 earnings call to announce the completion of the Aramids divestiture, unveil 2035 sustainability goals, and report a Vitality Index 35% above its benchmark, underscoring momentum in innovation and operational excellence.
EA Posts Record FY26 Net Bookings of $8.0 B, Driven by Battlefield 6 Launch and Live‑service Growth
Electronic Arts announced FY26 net bookings of $8.026 billion, its highest ever, thanks to the launch of Battlefield 6 and expanding live‑service titles. The results come as a consortium led by Saudi Arabia’s Public Investment Fund moves to acquire EA in an...
DRAM Drought to Dog AMD's Chips This Year
AMD warned that PC CPU shipments will dip in the second half of 2026 as a DRAM shortage drives memory prices up four‑fold. The chipmaker still expects its Client segment to post year‑over‑year revenue growth, buoyed by Ryzen adoption and...
Pfizer Posts $14.5 B Q1 Revenue, Reaffirms 2026 Guidance
Pfizer announced first‑quarter 2026 revenue of $14.5 billion, a 5% year‑over‑year increase, and a 22% rise in operational revenue from launched and acquired products. The company reaffirmed its full‑year 2026 financial guidance while highlighting progress in oncology and obesity pipelines.
GlobalFoundries Reports Double‑digit Q1 Growth and Oversubscribed SiGe Capacity Through 2027
GlobalFoundries announced double‑digit percentage growth in automotive, communications infrastructure and data‑center markets for Q1 2026, and warned that its silicon‑germanium (SiGe) capacity at the Vermont fab is already oversubscribed through 2027. The company also previewed its Investor Day on May...
Live Nation Q1 Earnings Call: 5 Big Takeaways
Live Nation reported Q1 2026 revenue of $3.79 billion, a 12% year‑over‑year increase, but its operating loss deepened to $370.5 million after a $450 million legal expense. The company reaffirmed double‑digit growth guidance despite ongoing DOJ and state litigation. Executives outlined strategic shifts,...
Burger King Steadies, Beef Costs Stay High
Restaurant Brands International earnings call summary: Burger King fixed operations before big marketing; Beef costs still suck and will probably suck for a while; Snow did not stop Tim Hortons; Popeyes sales improving; Spongebob brought repeat business; China improving. $QSR
Rheinmetall Shares Jump 3.6% to €1,439 ($1,550) on Defense Optimism
Rheinmetall AG’s stock climbed 3.6% to €1,439 ($1,550) after the company reaffirmed its 2026 targets despite a weak first‑quarter earnings release. Analysts say the rally reflects confidence in rising European defense budgets and a pending €12 billion warship rescue plan.
PayPal Posts 11% TPV Rise in Q1 2026, Unveils $1.5 B Cost‑Cut Plan
PayPal Holdings announced first‑quarter 2026 total payment volume of over $460 bn, an 11% spot‑rate increase, and a $1.5 bn cost‑reduction program. CEO Enrique Loris used the earnings call to chart a three‑pillar strategy and set modest low‑single‑digit growth guidance for branded...
PayPal CEO Enrique Lores Unveils Strategic Shift to Accelerate Growth and Profitability
PayPal chief executive Enrique Lores told investors the company will pursue a strategic pivot aimed at faster growth and higher profitability. The plan centers on tighter operational discipline, cash‑flow improvement and renewed emphasis on innovation across its two‑sided network.
Wizard of Oz Nears 3 Million Tickets, $370 M Gross at Las Vegas Sphere
Sphere Entertainment reports that its AI‑enhanced showing of The Wizard of Oz has sold nearly 3 million tickets and generated $370 million in gross revenue. The milestone underscores the growing appeal of immersive, premium‑ticket experiences for legacy content.
Rockwell Automation Lifts 2026 Profit Outlook as Automation Demand Surges
Rockwell Automation raised its 2026 profit forecast after reporting $2.2 billion in second‑quarter sales, up 12% year‑over‑year. The boost reflects accelerating demand for factory automation, data‑center robotics and semiconductor equipment, a trend echoed by peers Teradyne and Tesla.
Shopify Posts Fourth Straight 30%+ Revenue Surge, Adds Luxury Brands in Q1 2026
Shopify announced a fourth consecutive quarter of at least 30% revenue and GMV growth, bolstered by new contracts with luxury names such as LVMH, Mulberry and BevMo!. The company said AI is now embedded in every product and operation, positioning...
AMC Entertainment Posts 20% Q1 Revenue Surge as Box Office Rebounds
AMC Entertainment announced first‑quarter revenue of over $1 billion, a 20% rise from the same period last year, as domestic ticket sales and a revitalized European footprint lift attendance 13%. The theater chain also swung to a positive adjusted EBITDA of...
BTS-Nomics, Overseas Investment Strategy, and the Future of K-Pop: 5 Things We Learned on HYBE’s Q1 Earnings Call
HYBE reported Q1 2026 revenue of $477 million, a 39.5% YoY rise, driven by BTS’s *Arirang* comeback. The company highlighted BTS as a “legendary brand” poised to dominate the global concert market and detailed margin‑protecting tactics such as a 360‑degree stage...
Upstart Holdings, Inc. (UPST) Q1 2026 Earnings Call Transcript
Upstart Holdings reported Q1 2026 revenue of $215 million, a 22% year‑over‑year increase, driven by a 31% rise in loan originations to $1.9 billion. Net loss narrowed to $45 million from $62 million a year earlier, reflecting higher net interest margin and lower credit‑loss provisions....
Cricut, Inc. (CRCT) Q1 2026 Earnings Call Transcript
Cricut, Inc. hosted its first‑quarter 2026 earnings conference call on May 6, 2026, featuring CEO Ashish Arora, CFO Kimball Shill and VP of Finance Michael Hoade. The call was webcast live and the transcript, slides, and supplemental data were posted to investor.cricut.com. Analysts from Morgan...
Aviat (AVNW) Q3 2026 Earnings Call Transcript
Aviat Networks reported Q3 2026 revenue of $100 million, an 11% decline from the prior year, citing $9 million of project pushouts linked to the Middle‑East conflict. Gross margin slipped to 29.3% GAAP and adjusted EBITDA fell to $4.4 million (4.4% of revenue),...
Coupang (CPNG) Q1 2026 Earnings Transcript
Coupang reported $8.5 billion in Q1 consolidated revenue, an 8% year‑over‑year increase, while its core Product Commerce segment grew 4% to $7.2 billion. The company reclaimed roughly 80% of the WOW membership decline caused by a prior data incident, and Developing Offerings...
Study Finds CEO Promises Boost Credibility but Curtail Strategic Flexibility
A study of 69,000 earnings‑call transcripts from S&P 1500 firms (2010‑2022) reveals CEOs rely on forward‑looking promises to signal legitimacy, especially early in tenure or after missed forecasts. The same promises, however, constrain future strategic moves, with female CEOs making...
Kosmos Energy Posts $225.6 Million Q1 Loss, Shares Slide 4.3%
Kosmos Energy Ltd. announced a net loss of $225.57 million for the first quarter of 2026, more than double the loss a year earlier. The loss was driven by a surge in net derivative and exploration expenses, while revenue rose to...
Bridger Aerospace Group Holdings Inc (BAER) Q1 2026 Earnings Call Transcript
Bridger Aerospace Group Holdings (BAER) posted a full‑year revenue of $122.8 million, a 25% increase, and returned to profitability with $4.1 million net income after a loss the prior year. Adjusted EBITDA rose to $45.3 million, reflecting stronger margins on its Super Scooper...
Ryerson Holding Corp (RYZ) Q1 2026 Earnings Call Transcript
Ryerson Holding completed its merger with Olympic Steel, creating a combined entity of over 6,000 employees at roughly 160 locations. Management highlighted a $120 million annual run‑rate synergy target to be achieved within two years and outlined a Q4 net loss...
GeoPark Ltd (GPRK) Q1 2026 Earnings Call Transcript
GeoPark Ltd reported 2025 production of 28,233 barrels of oil equivalent per day, topping its guidance, while realized prices fell to $58.1 per BOE amid a weaker oil market. Adjusted EBITDA reached $277 million and operating costs averaged $13.4 per barrel,...
Geo Group Inc (GEO) Q1 2026 Earnings Call Transcript
The GEO Group reported Q1 2024 revenue of $606 million, a 7% year‑over‑year increase, and GAAP net income of $23 million. Adjusted EBITDA reached $118 million, with owned/leased facilities up 7%, managed‑only revenues up 14% and non‑residential services up 19%...
Gladstone Capital Corp (GLAD) Q2 2026 Earnings Call Transcript
Gladstone Capital Corp reported a 14% jump in interest income to $23.8 million and net originations of $103.1 million in Q2, driving a $63 million fair‑value increase in its investment portfolio. The firm completed a $149 million convertible note refinancing, reducing net debt to...
Agilon Health Inc (AGL) Q1 2026 Earnings Call Transcript
Agilon Health reported Q1 2026 revenue of $1.42 billion, down from a year earlier, as Medicare Advantage and ACO REACH memberships slipped to 426,000 and 110,000 respectively. Despite the headcount decline, medical margin rose to $149 million and adjusted EBITDA more than doubled...
Service Properties Trust (SVC) Q1 2026 Earnings Call Transcript
Service Properties Trust (SVC) sold 112 hotels for roughly $860 million, using proceeds to retire $1.1 billion of 2026‑2027 notes and improve its leverage. The REIT also raised $745 million of five‑year mortgage financing at a 5.96% coupon, cutting annual interest costs by...
Disney’s Latest Takes on Linear, NFL Renewal
Disney’s CFO Hugh Johnston used the Q2 2026 earnings call to signal that the company now treats its linear TV networks as content brands rather than standalone businesses. He noted that linear revenue is shrinking, contributing less than half of...