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.
Nova Ltd (NVMI) Q1 2026 Earnings Call Transcript
Nova Measuring Instruments reported Q1 2020 revenue of $61 million, surpassing its guidance, with GAAP gross margin improving to 56% and operating margin reaching 21%. The quarter featured a strategic win with a leading logic manufacturer, generating record bookings and diversifying the revenue mix toward logic and foundry applications. Despite COVID‑19 disruptions, the company maintained production capacity through shift work and dual‑sourcing of critical components. Management forecast Q2 revenue of $58‑$66 million and highlighted continued investment in advanced optical platforms and machine‑learning‑enhanced metrology solutions.
Genasys Inc (GNSS) Q2 2026 Earnings Call Transcript
Genasys reported Q2 2026 revenue of $15.5 million, up 124% year‑over‑year, propelled largely by a $10.3 million Puerto Rico dam early‑warning contract. The company posted GAAP net income of $600 k, reversing a $6.1 million loss, and achieved a 63.3% gross margin. Operating expenses...
Workhorse Group Inc (WKHS) Q1 2026 Earnings Call Transcript
Workhorse Group reported a challenging 2024, with full‑year sales dropping to $6.6 million and a 60% staff reduction to preserve cash. The company launched the longer‑wheelbase W56 208‑inch truck, securing an initial order for 13 step‑van units, and gained Canadian certification...
Kalvista Pharmaceuticals Inc (KALV) Q1 2026 Earnings Call Transcript
Vanda Pharmaceuticals reported Q1 2026 net product sales of $51.7 million, a modest 3% year‑over‑year increase driven primarily by a 26% surge in Fanapt revenue. Hetlioz sales continued to decline under generic pressure, while Ponvory posted modest growth. The company raised...
Intuitive Machines Inc (LUNR) Q1 2026 Earnings Call Transcript
Intuitive Machines reported a transformative Q1 2026, highlighted by the integration of Lantaris Space Systems and a $175 million equity raise that broadened its satellite platform portfolio. The company posted Q4 revenue of $44.8 million, a $33.1 million operating loss driven by acquisition...
Serina Therapeutics Inc (SER) Q1 2026 Earnings Call Transcript
Serina Therapeutics reported Q1 2026 revenue of $14,000, a steep decline from the prior year, while operating expenses rose modestly to $9.4 million as the company reallocates capital toward commercialization. Management highlighted the launch of a third partnership program covering over...
Sidus Space Inc (SIDU) Q1 2026 Earnings Call Transcript
Telesat Corporation reported 2025 revenue of $418 million and adjusted EBITDA of $213 million, while ending the year with $510 million in cash and $1.7 billion of debt maturing in December 2026. Management announced a three‑month delay of full global Lightspeed service to Q1 2028,...
Jefferson Capital Inc (JCAP) Q1 2026 Earnings Call Transcript
Jefferson Capital reported a record Q1 2026 with collections of $245 million, up 41% YoY, and portfolio deployments of $381 million, a 6% increase. Revenue hit $155 million, a 30% rise, while adjusted cash EBITDA climbed 34% to $178 million, delivering an adjusted EPS...
Bridgeline Digital Inc (BLIN) Q2 2026 Earnings Call Transcript
Bridgeline Digital reported Q2 2025 results highlighting HawkSearch as the engine of growth, contributing $8.9 million or 58% of total revenue with a 75% gross margin. The company posted 117% net revenue retention, a 35% rise in average ARR per sale to...
Cadiz Inc (CDZI) Q1 2026 Earnings Call Transcript
Cadence Design Systems reported Q1 2026 revenue of $1.474 billion, up 19% year‑over‑year, and posted a GAAP operating margin of 29.3% with non‑GAAP margin at 44.7%. The company announced a record $8 billion backlog and lifted its full‑year revenue outlook to $6.125‑$6.225 billion,...
Boot Barn Holdings Inc (BOOT) Q4 2026 Earnings Call Transcript
Boot Barn Holdings reported Q3 fiscal 2026 revenue of $706 million, a 16% year‑over‑year increase, and earnings per diluted share of $2.79, reflecting a 26% EPS expansion after stripping a prior‑year benefit. Same‑store sales rose 5.7% overall, driven by a 3.7%...
Versamet Royalties Corp (VMET) Q1 2026 Earnings Call Transcript
Royal Gold reported a record $1 billion in revenue for 2025, a 43% increase driven by soaring gold prices and a series of strategic acquisitions, including Sandstorm Gold, Horizon Copper, and a Kansanshi gold stream. Adjusted net income rose 47% to...
Credicorp Ltd (BAP) Q1 2026 Earnings Call Transcript
Credicorp Ltd. guided 2026 loan growth at roughly 8.5%, despite currency devaluation risk in Bolivia, and reaffirmed net interest margin stability in the mid‑ to high‑6% range. The bank highlighted accelerating fee income from digital platforms and a rapid expansion...
NextNav Inc (NN) Q1 2026 Earnings Call Transcript
NextNav reported significant regulatory and commercial milestones in Q1 2026. The FCC forwarded a draft NPRM on positioning, navigation and timing technology to the White House OMB, accelerating the rulemaking timeline. The company also began operating the world’s first 5G‑powered...
Jet.AI Inc (JTAI) Q1 2026 Earnings Call Transcript
Republic Airways Holdings reported its first quarter after the Mesa merger, delivering $527 million in revenue, a 34% increase year‑over‑year, and adjusted net income of $0.73 per diluted share. Block hour production rose 30%, lifting adjusted pretax income to $47 million and...
ReposiTrak Inc (TRAK) Q3 2026 Earnings Call Transcript
ReposiTrak reported flat Q3 2026 revenue of $5.9 million, but highlighted a fully transitioned SaaS model with recurring revenue now over 98% of total. Operating expenses fell 12% year‑over‑year, driving net margins above 30% and GAAP net income to $2...
Sutro Biopharma Inc (STRO) Q1 2026 Earnings Call Transcript
Sutro Biopharma reported Q1 2026 total revenue of $83.2 million, driven by $64.7 million in collaboration and license fees and $18.5 million in U.S. Iptrozy product sales, which grew 18% quarter‑over‑quarter. For the first time, more than half of new Iptrozy patients were...
Nu Holdings Ltd. (NU) Q1 2026 Earnings Call Transcript
Nu Holdings reported a blockbuster 2024, ending the year with 114 million customers—a 22% increase—and $11.5 billion in revenue, up 58% year‑over‑year. Deposits surged 55% to $28.9 billion, while the interest‑earning portfolio grew 75% to $11.2 billion, underpinning a near‑$2 billion net income and a...
Zebra Technologies Shares Jump 16% on Strong Q1 Earnings and Raised Outlook
Zebra Technologies Corp. saw its shares climb 16% to $252 after posting Q1 2026 revenue of $1.5 billion, adjusted EPS of $4.75 and a raised full‑year sales outlook. Management highlighted double‑digit growth across segments and a $500 million share‑repurchase program, underscoring confidence...
First Majestic Q1 2026 Revenue Jumps 95% as COO Highlights Operational Efficiency Gains
First Majestic Silver posted record Q1 2026 revenue of $477 million, a 95% year‑over‑year rise, and $311 million operating cash flow. COO David Howe credited disciplined cost controls, a new self‑hauling fleet and LNG‑based energy mix for the surge, while noting rising...
Halozyme Launches $1 Billion Share Buyback as Q1 Earnings Beat Expectations
Halozyme Therapeutics reported Q1 2026 revenue of $377 million, up 42% year‑over‑year, and announced a $1 billion share repurchase authorization, with at least $400 million slated for 2026. The earnings beat and aggressive capital return plan underscore management’s confidence in growing ENHANZE royalties...
T1 Energy Posts $9.1M Adjusted EBITDA as COO Drives G2 Austin Expansion
T1 Energy posted a record $9.1 million adjusted EBITDA for Q1 2026, driven by COO Jaime Gualy’s push on the G2 Austin construction and a shift to debt financing. The company also saw its shares rise 14% in pre‑market trading...
Quantum Computing Inc. Surges 24% After Q1 Earnings Beat
Quantum Computing Inc. (QUBT) saw its stock jump 24% in trading after the company posted first‑quarter revenue that beat the average analyst forecast. The earnings beat ignited a broad rally in the quantum‑tech sector and set the tone for upcoming...
Plug Power Q1 Revenue Jumps 22% on Hydrogen Demand Surge
Plug Power reported first‑quarter 2026 revenue of $163.5 million, up 22% year over year, as hydrogen fuel sales and electrolyzer projects accelerated. The company also highlighted a 30% drop in unit service costs and a cash position that exceeded expectations, underscoring...
VEON Ltd (VEON) Q1 2026 Earnings Call Transcript
VEON reported Q1 2019 revenue of $2.1 billion, reflecting 7.4% organic growth, while EBITDA rose over 10% to $823 million. Mobile data revenue surged 26% year‑over‑year, led by strong performance in Pakistan, Ukraine and Russia. A $350 million Ericsson settlement boosted reported profit,...
Equillium Inc (EQ) Q1 2026 Earnings Call Transcript
Equinix reported record Q1 2026 results, with recurring revenue reaching $2.3 billion, up 10% year‑over‑year, and total revenue climbing to $2.4 billion, an 8% increase. Adjusted EBITDA rose 13% to $1.2 billion, delivering a 51% margin, while AFFO surpassed $1 billion for the first...
Humacyte Inc (HUMA) Q1 2026 Earnings Call Transcript
Humacyte reported a sharp rise in Symvess product revenue to $703,000 in Q1 2026, driven by expanding hospital approvals and its first sale to U.S. military facilities after ECAT listing. The company secured 25 Value Analysis Committee approvals covering 92...
Team Inc (TISI) Q1 2026 Earnings Call Transcript
Team Inc. (TISI) closed a March 2025 refinancing that trimmed its blended interest rate by more than 100 basis points and pushed term‑loan maturities out to 2030, bolstering liquidity. The Inspection & Heat Treating segment drove revenue up 6.8% YoY...
Leslie's Inc (LESL) Q2 2026 Earnings Call Transcript
Leslie's Inc. reported Q2 2026 net sales of $147.1 million, a 16% year‑over‑year decline, driven by lost hurricane benefits, a 53‑week comparison, and store closures. Gross margin contracted sharply to 18.4% from 27.2% as inventory impairments and lower chemical margins...
PolyPid Ltd (PYPD) Q1 2026 Earnings Call Transcript
PolyPid announced that its D‑PLEX100 product achieved primary and all key secondary endpoints in the SHIELD II Phase III trial, confirming a meaningful reduction in surgical site infections. The FDA provided written feedback endorsing a rolling new drug application, with...
VTv Therapeutics Inc (VTVT) Q1 2026 Earnings Call Transcript
Travere Therapeutics announced the first full FDA approval of its kidney drug Filspari for focal segmental glomerulosclerosis (FSGS) without nephrotic syndrome, expanding the product’s label beyond IgA nephropathy. In Q1 2026, Filspari net sales jumped 88% year‑over‑year to $105.2 million, driving...
Snail Inc (SNAL) Q1 2026 Earnings Call Transcript
Snail Inc. reported Q1 2026 revenue of $27.3 million, up 35.7% year‑over‑year, driven by strong ASA and BellRite sales and $2.5 million of deferred revenue recognition. Net income swung to $2.1 million, a 210% improvement, and EBITDA turned positive at $2.4 million. Management highlighted...
Fidelis Insurance Holdings Ltd (FIHL) Q1 2026 Earnings Call Transcript
Fidelis Insurance Holdings posted a record low combined ratio of 79% in Q1 2026, improving by more than eight points year‑over‑year. Operating ROAE climbed to 21.4%, a five‑point increase, while diluted book value per share rose $1.25 to $23.29. Gross...
American Rebel Holdings Inc (AREB) Q1 2026 Earnings Call Transcript
Sturm Ruger reported Q1 2026 net sales of $141 million, a 4% year‑over‑year increase, driven by strong demand for new product launches that accounted for 41% of total firearm sales. The company generated $19 million of operating cash, holds $105 million in cash...
AlTi Global Posts 28% Revenue Rise, COO Moran Charts Scaling Blueprint
AlTi Global announced first‑quarter revenue of $73 million, up 28% year‑over‑year, and highlighted President and COO Kevin Moran’s roadmap for operational scaling and higher recurring‑fee income. The firm’s earnings showed strong fee growth, a sizable incentive distribution from Zevity, and continued...
NESR Posts Record Q1 Revenue, Announces Dividend and $50 Million Buyback
National Energy Services Reunited Corp (NESR) posted a record $404.6 million first‑quarter revenue, up 33.5% year‑over‑year, and announced a quarterly dividend and a $50 million share‑repurchase program. The results came despite $4 million in extra freight costs tied to regional geopolitical disruption.
Telefônica Brasil Posts 19% Net‑Income Rise in Q1, Boosts Shareholder Returns
Telefônica Brasil announced a 19.2% year‑over‑year increase in net income to R$1.26 billion for Q1 2026, powered by strong mobile postpaid and FTTH growth. The operator also unveiled a R$1 billion share‑buyback program and raised total shareholder remuneration to R$6.99 billion.
Lenz Therapeutics Q1 2026 Revenue Hits $1.9M as COO Olsson Charts Operational Push
Lenz Therapeutics reported $1.9 million net revenue for Q1 2026, driven by $1.7 million in product sales and a 19% rise in filled prescriptions. President and COO Shawn Olsson used the earnings call to detail field‑sales expansion, direct‑to‑consumer initiatives, and manufacturing upgrades, while acknowledging...
Apple Holds Back on AI Capex While Rivals Sprint Toward $700B Spend
Apple announced a restrained AI‑infrastructure budget at its latest earnings call, contrasting sharply with rivals Microsoft, Alphabet, Amazon and Meta, which Bloomberg projects will spend more than $700 billion on AI‑related capital expenditures this year. Tim Cook emphasized hardware demand over...
Constellation Energy Posts $4.49 GAAP EPS in Q1 2026, CFO Smith Highlights Capital Outlook
Constellation Energy Corp. posted a GAAP earnings per share of $4.49 for Q1 2026, driven by a 63.8% revenue surge to $11.12 billion. CFO Shane Smith used the earnings call to reaffirm a $11‑$12 full‑year EPS guide and to detail a...
Palantir Posts Fastest‑Ever Revenue Growth, Q1 2026 Beats Forecast
Palantir Technologies reported an 85% year‑over‑year revenue increase to $1.63 billion in Q1 2026, the fastest growth in its public‑company history. The earnings call highlighted a 61% jump in total contract value and an upgraded full‑year revenue forecast of $7.66 billion, underscating...
ZoomInfo Beats Q1 Forecast, Posts $310M Revenue, but Lowers Full-Year Outlook
ZoomInfo posted Q1 2026 revenue of $310 million, a 1.5% year‑over‑year increase that topped the high end of its guidance. The B2B data SaaS firm also announced a revised FY 2026 revenue range of $1.185‑$1.205 billion, reflecting a 4% midpoint decline, and...
Brookfield Corp Eyes Strong Q1 2026 Earnings as AI-Driven Real Estate Surge Looms
Brookfield Corp is set to release its first‑quarter 2026 earnings on May 14, and investors will scrutinize REIT income and asset‑sale guidance. The firm signals a rebound in real‑estate earnings, bolstered by strong performance at its infrastructure and renewable units...
Kaltura Posts $44.6M Q1 Revenue, Sees 37% EBITDA Jump Amid AI Push
Kaltura (KLTR) posted $44.6 million in total Q1 2026 revenue, a 5% year‑over‑year decline, while adjusted EBITDA surged 37% to $5.7 million, a record for the quarter. The company credited AI‑powered avatar technology and the recent PathFactory acquisition for offsetting weaker media‑and‑telecom...
GoPro COO McGee Charts New Sales Strategy as Q1 Revenue Falls 26%
GoPro President and COO Brian McGee presented a revised sales and distribution plan on the Q1 2026 earnings call as the company posted a 26% revenue decline to $99 million. The shift emphasizes direct‑to‑consumer channels while the board launches a strategic...
Babcock & Wilcox Shares Jump Over 20% After Q1 Earnings Miss but 44% Revenue Surge
Babcock & Wilcox Enterprises reported first‑quarter revenue of $214.4 million, a 44% year‑over‑year increase, but posted a net loss of $80.7 million, widening from $25.7 million a year earlier. Despite the earnings miss, the stock surged 25% in trading, driven by massive AI...
AST SpaceMobile Posts $14.7 Million Q1 Revenue, Reaffirms $150‑200 Million 2026 Guidance
AST SpaceMobile announced $14.7 million in first‑quarter revenue, driven largely by U.S. government milestones and gateway hardware sales. The company reaffirmed its 2026 revenue target of $150‑200 million, citing a $1.2 billion commercial pipeline and a $3.5 billion cash position.
Lululemon's Growth Halving, EPS Decline Prompts Downgrade
I just downgraded $LULU. From B- to C-. My system said Perfect Entry at $131. I overrode it. Lululemon's revenue growth has halved every year for five years straight. Now they've guided fiscal 2026 EPS *down* — the first YoY decline in over a...
IHeartMedia Q1 Revenue Jumps 9.6% on Podcast Boom, Yet EBITDA Falls 11%
iHeartMedia posted $884 million in first‑quarter revenue, up 9.6% year‑over‑year, as podcast earnings surged 27%. However, adjusted EBITDA fell 11.4% to $93 million because advertising demand softened and marketing expenses accelerated.
Figma's May 14 Earnings Could Ignite a Stock Rally Amid AI Scrutiny
Figma is slated to release its first‑quarter results on May 14, a filing that analysts say could spark a dramatic rebound for a stock that has fallen 83% since its IPO. The report will test the company's ability to counter...