Know What's Happening in Earnings Calls
Know What's Happening in Earnings Calls
Micron posts $23.86B revenue, sparks analyst split on AI memory outlook
Micron Technology reported fiscal Q2 revenue of $23.86B, nearly tripling year‑over‑year, and non‑GAAP earnings of $12.20 per share. The strong top line prompted Citi to cut its price target to $425 from $510, igniting a debate among analysts about the durability of the AI‑driven memory boom.
Visteon reported a record 2025 adjusted EBITDA of $492 million, representing a 13.1% margin, and generated $292 million of adjusted free cash flow. Displays sales surged about 20% year‑over‑year, while new business wins hit $7.4 billion, a 20% increase driven largely by displays and SmartCore programs. The company announced a dividend hike to $0.375 per share and outlined 2026 guidance of $3.63‑$3.83 billion revenue amid a projected 50% drop in U.S. BMS volumes and memory‑cost inflation. Management emphasized vertical integration, AI cockpit development, and upcoming program launches with Toyota and Honda as growth catalysts.
Iridium Communications reported Q4 2025 results that met guidance, with full‑year service revenue up 3% and OIBDA reaching $495.3 million, a 5% year‑over‑year increase. Pro forma free cash flow hit $296 million, supporting a 3.3% dividend yield and a share‑repurchase program that...
Grail reported Q4 2025 revenue of $36.2 million, a 26% year‑over‑year rise, driven by 45,000 Gallery tests sold—a 39% volume increase. The company completed a $325 million private placement, boosting cash to roughly $850 million, and announced a strategic partnership with Samsung that...
Floor & Decor announced a leadership transition, naming President Brad Paulsen CEO effective fiscal 2026 while Tom Taylor moves to Executive Chair. The company posted EPS of $0.53, a 10.4% increase, and total sales of $1.18 billion, up 5.5% year‑over‑year, but...
Pulse Biosciences reported its first commercial revenue of $86,000 from limited market release of the nPulse platform and Vibrance disposables. The company completed over 200 procedures across pilot programs and advanced multiple clinical studies, including FDA IDE clearance for the...
Live Nation Entertainment reported an 11% revenue increase and a 24% rise in operating income for Q4 2025, propelled by a 60% surge in stadium activity and strong international fan growth. Adjusted operating income (AOI) climbed 14%, helped by $40 million...
Valaris reported Q2 2019 adjusted EBITDA of $59 million, well above the $35 million forecast, driven by strong utilization and disciplined expense management. The company marked the 100‑day integration milestone, completing over half of its merger tasks, including a major ERP conversion...
Middlesex Water Co (MSEX) reported 2025 income from continuing operations of $191.4 million, a 5.7% increase year‑over‑year, while full‑year net earnings fell to $190.4 million due to the Everest spin‑off. The electric utility segment saw earnings decline to $64.9 million, whereas natural‑gas earnings...
Pediatrix Medical Group reported Q4 2025 adjusted EBITDA of $66 million, matching the top of its revised guidance, and delivered full‑year adjusted EBITDA of $276 million. The company projects 2026 adjusted EBITDA between $280 million and $300 million, roughly a 5% increase, while revenue...
Onto Innovation reported Q3 2025 revenue of $218.2 million, surpassing the midpoint of its guidance, with a 54% gross margin and 21.1% operating margin. Advanced nodes contributed $54 million and are projected to reach $300 million for the full year, while specialty packaging...
Evergy reported third‑quarter adjusted EPS of $2.03, a modest year‑over‑year rise, while narrowing its 2025 adjusted EPS outlook to $3.92‑$4.02 due to below‑normal cooling degree days. The utility unveiled a $17.5 billion capital plan through 2029 aimed at grid modernization and...
Pool Corp reported full‑year revenue of $5.3 billion, essentially flat year‑over‑year, as strong maintenance demand offset a continued decline in new pool construction. Gross margin improved to 29.7% for the year and 30.1% in the fourth quarter, helped by disciplined pricing...
American Homes 4 Rent reported a 6.2% year‑over‑year increase in core FFO per share to $0.47 and nudged its full‑year core FFO guidance to $1.87 per share. The company completed its development deliveries for the quarter, redeploying proceeds from the...
Acadian Asset Management reported record assets under management of $177.5 billion, a 52% increase year‑over‑year, driven by strong net client cash flows of $5.4 billion in Q4 and $29.4 billion for the full year. While US GAAP net income fell 18% in the...
Travelzoo reported Q2 2025 revenue of $23.9 million, a 13% year‑over‑year increase, primarily from advertising and commerce. GAAP operating profit fell to $2.1 million (9% of revenue) as the company ramped up member acquisition, with cost per new club member climbing to...
Dropbox posted Q3 2025 revenue of $634 million, a modest 0.7 % decline YoY, while non‑GAAP operating margin surged to 41.1 % above guidance. The company launched its self‑serve AI product Dash at $19 per user, achieving 60 % weekly active user engagement among...
UDR reported fourth‑quarter 2025 FFOA of $0.64 per share and a full‑year total of $2.54, both hitting the midpoint of its guidance range. Same‑store NOI growth outperformed expectations while occupancy held steady in the high‑96% range. For 2026 the company...
Upbound Group reported record annual revenue of $4.7 billion, an 8.7% increase, and free cash flow of $180 million, the highest since 2022. The recent Bridget acquisition contributed $64.6 million in Q4 revenue and boosted paid‑subscriber numbers by nearly 30%. Adjusted EBITDA reached...
Sensus Healthcare reported a sharp revenue decline to $4.9 million in Q4 2025, driven by the loss of its largest customer, but offset slightly by growth in its Fair Deal Agreement program. The company secured exclusive CPT codes for its...
GE HealthCare reported Q4 2025 revenue of $5.7 billion, up 4.8% organically, and posted a record backlog of $21.8 billion with a book‑to‑bill ratio of 1.06. Adjusted EBIT margin slipped to 16.7% after a $100 million tariff hit, while adjusted EPS fell 0.7%...
Employers Holdings reported Q4 2025 gross premiums of $156.8 million, an 11% decline driven by weaker new business, while losses and LAE jumped 18.7% to $134.4 million. Net investment income rose 17.6% to $31.4 million after a strategic portfolio rebalance that cut equity...
Barings BDC reported a fourth‑quarter NAV of $11.09 per share, essentially unchanged from the prior quarter, while net investment income slipped to $0.27 per share. The firm declared a $0.26 quarterly dividend, delivering a 9.4% annualized yield on NAV, and...
Extra Space Storage reported a 2.5% rise in core FFO for Q4 2025 and 1.1% growth for the full year, signaling resilience amid a competitive self‑storage market. Same‑store revenue turned positive, up 0.4% in the quarter, while same‑store NOI edged...
Allegion reported Q4 2025 revenue of over $1 billion, a 9.3% year‑over‑year increase, driven by 3.3% organic growth in the Americas non‑residential segment. Adjusted operating margin rose to 22.4% and adjusted EPS reached $1.94, up 4.3% thanks to strong operational performance...
PTC Therapeutics announced a definitive agreement to sell its Kepware and ThingWorx businesses to TPG for up to $725 million, shifting focus to its core CAD, PLM, ALM, and SLM platforms. The company reported 8.5% constant‑currency ARR growth to $2.446 billion and...
Medpace Holdings reported a strong Q4 2025, with revenue of $708.5 million—a 32% year‑over‑year increase—and full‑year sales of $2.53 billion, up 20%. EBITDA rose 20% to $160.2 million, though the margin slipped to 22.6% because of higher reimbursable‑cost activity. Net new business awards...
Inspire Medical Systems reported fourth‑quarter revenue of $269 million, a 12% increase, and full‑year revenue of $912 million, up 14% year‑over‑year, driven by existing and new center growth. The company set 2026 revenue guidance between $950 million and $1 billion, reflecting a 4%‑10% growth...
Endava reported Q2 FY2026 revenue of £184.1 million, a 5.9% year‑over‑year decline, while moving to a pre‑tax loss of £7.2 million as AI‑native investments compressed margins. Adjusted diluted EPS fell to 16p from 30p, with the AI spend estimated to shave roughly...
CenterPoint Energy reported a 9% rise in both non‑GAAP earnings per share and dividend payouts for 2025, posting $0.45 non‑GAAP EPS in Q4 and $1.76 for the full year. Management reaffirmed 2026 non‑GAAP EPS guidance at $1.89‑$1.91 and highlighted a...
Etsy announced the sale of its Depop platform to eBay for $1.2 billion, positioning the company to focus exclusively on its core marketplace. Q4 2025 delivered record revenue of $882 million and GMS of $3.6 billion, marking the first positive marketplace growth since...
Walmart reported 4.9% constant‑currency revenue growth in Q4, propelled by 24% eCommerce expansion and a 10.5% rise in adjusted operating income. Advertising and membership fees together accounted for nearly one‑third of operating profit, while automation now supports 60% of U.S....
Southern Copper reported record Q4 2025 results, posting $13.4 billion in net sales (up 17%), $7.8 billion adjusted EBITDA (up 22%) and $4.3 billion net income (up 28%). By‑product volumes—zinc up 36% and silver up 15%—boosted revenue and drove operating cash costs down...
ZoomInfo reported Q4 2025 revenue of $319 million and full‑year revenue of $1.25 billion, both up roughly 3% year‑over‑year and above the top end of its guidance. Adjusted operating income reached $123 million in the quarter (38% margin) and $446 million for the year,...
EuroDry Ltd reported Q4 2025 revenue of $14.4 million, a 2.2% decline, and a net loss of $0.24 per share. Adjusted EBITDA fell to $4.1 million from $5.0 million a year earlier, while cash stood at $18.8 million against $97.9 million of debt. The company...
Hamilton Insurance Group reported a record $577 million net income for 2025, a 44% increase year‑over‑year, and a 22% return on average equity. Gross premiums written rose 21% to $2.9 billion, while the combined ratio improved to 92.9% for the year and...
Casella Waste Systems reported record Q3 2025 results, with revenue of $485.4 million, up 17.9% YoY, and adjusted EBITDA of $119.9 million, up 16.4%. Growth was driven by $53.4 million of acquisition revenue and solid‑waste pricing, while same‑store landfill volumes rose 11.7%. Management...
Insmed reported a $144.6 million net revenue for Brinsupri’s first full U.S. quarter, surpassing internal launch benchmarks. Management set a minimum $1 billion Brinsupri revenue target for 2026 and projected total company revenue to more than double 2025 levels, driven by continued...
Workiva reported Q4 2025 revenue of $239 million, up 20% year‑over‑year and surpassing the top end of its guidance. Subscription revenue rose 21% to $219 million, driven largely by new customer additions, while non‑GAAP operating margin expanded to 19.1%, beating expectations by...
DT Midstream reported 2025 adjusted EBITDA of $1.138 billion, a 17% increase driven by a 27% surge in its Pipeline segment after the Midwest Pipeline acquisition. The company declared a quarterly dividend of $0.88 per share, up 7.3%, and achieved investment‑grade...
Alliant Energy reported a $0.18 increase in ongoing EPS for 2025, delivering 6% growth that exceeds the midpoint of its guidance and continues a decade‑long 6.3% compound EPS trajectory. The utility raised its dividend for the 22nd consecutive year while...
Materialise posted a mixed third‑quarter 2025 performance, with overall revenue slipping 3.5% year‑over‑year but the Medical segment hitting a record €33.3 million, up more than 10%. Software and Manufacturing revenues fell 7% and 17% amid macro‑economic headwinds, while operating cash flow...
Donegal Group reported a record $3.7 billion after‑tax operating income for 2025, driven by a 26% jump to $1.1 billion in Q4. The consolidated combined ratio improved to 80.6%, underscoring strong underwriting profitability across insurance, reinsurance and mortgage segments. Share repurchases totaled...
Targa Resources reported record Q4 2025 results, with Permian gathering volumes averaging 6.65 billion cubic feet per day, a 10% year‑over‑year increase, and NGL transportation hitting a record 1.05 million barrels per day. Adjusted EBITDA rose to $4.96 billion for the full year,...
U.S. banks posted robust Q4 consumer‑loan growth, but all warned that a proposed 10% credit‑card rate cap could restrict credit access and hurt borrowers. JPMorgan’s credit‑card revenue fell short of forecasts by 7.6% and the bank now expects card‑loan growth...
In this brief episode, the hosts recap Procore's Q4 and full‑year 2025 financial results, highlighting its strong performance in the construction software market. They then discuss NetSuite's new suite of innovations aimed at boosting operational efficiency and supporting rapid growth...
Liberty Global reported that its core European operators—Virgin Media O2, VodafoneZiggo and Telenet—delivered full‑year guidance despite tough competition in Q4 2025. Virgin Media O2 expanded its full‑fibre footprint to 8.3 million premises and improved broadband net losses to 16,700. VodafoneZiggo posted...
Omnicom reported a $941.1 million GAAP loss for Q4 2025, the first quarter after completing its $15 billion acquisition of Interpublic Group. Revenue surged 27.9% year‑over‑year to $5.5 billion, and adjusted EBITA reached $928.9 million with a 16.8% margin. The company doubled its cost‑synergy goal...
ATR reported 2025 results with $1.2 billion revenue, 60 gross orders (50 net) and a backlog exceeding 160 aircraft. Deliveries fell to 32 units, below target, as supply‑chain constraints hampered production. The company highlighted strong leasing activity, new operators across continents,...
.@Cloudflare crushes analysts’ expectations on revenue and its stock soars in late trading https://t.co/RRvAoDmATi @SiliconANGLE @Mike_Wheatley “If those three metrics are moving together, it often points to enterprise commitment velocity improving…” - @Chirag_Mehta @constellationr
Wingstop reported a 5.8% decline in domestic same‑store sales for Q4 2025, while overall system sales rose 9% thanks to 493 new restaurants. The chain is rolling out Club Wingstop, a loyalty program that lifted guest frequency by 7% in...
