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.
Allurion Technologies Inc (ALUR) Q4 2025 Earnings Call Transcript
Allurion Technologies reported a record fourth‑quarter revenue of $1.05 billion, up 5.3% year‑over‑year, driven by a historic clear‑aligner volume of 677,000 cases. Non‑GAAP operating margin rose to 26.1%, while cash balances reached $1.09 billion. The Dental Service Organization (DSO) channel contributed roughly 25% of volume, delivering double‑digit growth across regions. Management guided 2026 revenue to $1.01‑$1.03 billion and announced limited‑release 3D‑printed retainers, noting early margin dilution.
Neumora Therapeutics Inc (NMRA) Q4 2025 Earnings Call Transcript
Neumora Therapeutics reported Q4 2025 revenue of $41.9 million, bringing full‑year sales to $62.9 million driven by the rapid commercial uptake of its ROS1‑positive NSCLC therapy Iptrozi. The drug saw 432 new U.S. patients start treatment, with 216 in the quarter, a...
Oracle's AI Push Threatens $5.75B Dividend as Free Cash Flow Turns Negative
Oracle Corp. is ramping AI infrastructure spending, driving fiscal 2026 capex to $50.64 billion and projecting free cash flow of -$23.28 billion. The cash burn threatens the company’s $5.75 billion annual dividend, raising concerns for income‑focused investors.
Costco Reports 3.1% Rise in Member Visits as Shoppers Tighten Belts
Costco's CFO Gary Millerchip told investors that worldwide member traffic grew 3.1% and average transaction value rose 4.2% in the latest quarter. The shift comes as inflation squeezes disposable income, prompting the warehouse club to lean on habit and its...
Darden Restaurants Unveils GLP‑1‑Friendly Menu and Expanded Buy One‑Take One on Olive Garden
During its Q3 FY2026 earnings call, Darden Restaurants CEO Rick Cardenas announced a nationwide rollout of GLP‑1‑friendly, smaller‑portion entrees at Olive Garden and an extension of the Buy One‑Take One promotion into 2026. The moves helped drive a 4.7% sales...
Microsoft Shares Slide After Weak Earnings Call, Worst Start Since 2008
Microsoft's shares fell sharply after its latest earnings call disclosed a weaker-than-expected quarter, delivering the company's worst market start since the 2008 financial crisis. Analysts cite soft guidance and slower growth in key segments as the drivers of the sell‑off.
MercadoLibre Beats Estimates, Emerges Safe‑Haven as U.S. Markets Turmoil
MercadoLibre reported net revenue up 45% year‑over‑year, outpacing analyst forecasts and positioning the Latin‑American e‑commerce leader as a defensive play for investors rattled by U.S. market turbulence. The company’s fintech arm, Mercado Pago, now serves more than 78 million users and...
Broadcom Beats Q2 Estimates as AI Chip Revenue Jumps 106%
Broadcom reported Q2 results that exceeded Wall Street expectations, with AI semiconductor revenue soaring 106% year‑over‑year to $8.4 billion and overall revenue reaching $19.31 billion. The earnings were bolstered by VMware's recurring software mix and expanding Ethernet deployments for hyperscalers.
Micron Shares Dip 3% After Cash Offer to Buy Back Senior Notes
Micron Technology (MU) fell 3.26% to $382.76 after unveiling a cash offer to purchase all outstanding senior notes, a move that investors say could reshape its balance sheet. The offer, which runs until March 31, comes amid broader pressure on...
Unity to Shut Down IronSource Ads Network and Explore Supersonic Sale as Revenue Beats Guidance
Unity reported first‑quarter revenue of $505‑$508 million, comfortably beating its $480‑$490 million guidance, and forecast adjusted EBITDA up to $135 million, a 58% year‑over‑year increase. The company announced it will shut down the IronSource Ads Network by April 30 2026 and is actively seeking a...
Unity Beats Q1 Guidance, Plans to Exit Non‑Strategic Ad Units
Unity reported preliminary Q1 2026 revenue of $505‑$508 million and adjusted EBITDA of $130‑$135 million, both above its own guidance. The company also announced it will sunset the ironSource ads network and pursue a divestiture of its Supersonic publishing arm, signaling a...
BRP Inc. (DOO:CA) Q4 2026 Earnings Call Transcript
BRP Inc. reported fiscal Q4 2026 earnings of $2.21 per share, topping consensus estimates by $0.18. Revenue reached $2.46 billion, a 17.15% year‑over‑year increase and $123.9 million above forecasts. The beat was driven by robust demand for its powersports and marine product lines....
Oxford Industries, Inc. (OXM) Q4 2025 Earnings Call Transcript
Oxford Industries reported a fourth‑quarter fiscal 2025 loss of $0.09 per share, missing consensus estimates by $0.12. Revenue fell 4.1% year‑over‑year to $374.5 million but edged past analysts’ forecasts by $2.6 million. The company announced a shift from segment operating income to...
Pop Mart Shares Dive 22% After Disappointing 2025 Annual Report
Pop Mart's shares plunged 22% following a 2025 annual report that missed revenue and profit forecasts. Investors criticized the outlook, while the company hinted at cost‑cutting and new media partnerships as a path forward.
Signet Jewelers to Close 100 Stores and Shut Two Brands Amid Diamond Market Turmoil
Signet Jewelers announced it will close roughly 100 stores and discontinue the James Allen and Rocksbox brands, consolidating around its three flagship banners—Kay Jewelers, Zales and Jared. The move follows a mixed fiscal‑2026 performance, with operating income up to $393.1 million...
Jefferies Flags Multiple Hits
Jefferies: “There’s some noise in our numbers” The noise: MFS collapse, First Brands fraud, $36M telecom writedown, 24% decline in fixed income revenue.
Epsilon Energy COO Henry Clanton Drives 54% Production Surge and 75% EBITDA Jump in Q4 2025 Call
Epsilon Energy's chief operating officer, Henry Nelson Clanton, used the Q4 2025 earnings call to outline a aggressive operational scaling plan that delivered a 54% year‑over‑year production increase and a 75% rise in adjusted EBITDA. The roadmap centers on the...
Jabil Beats Q2 2026 Guidance, Raises Full-Year Revenue Outlook to $34B
Jabil reported Q2 2026 net revenue of $8.3 billion, topping guidance by $500 million, and lifted its full‑year revenue forecast to about $34 billion. CFO Gregory Hebard highlighted robust growth in Intelligent Infrastructure and AI‑related services while reaffirming a capital‑allocation plan that favors...
Cintas Beats Q3 Estimates, Lifts FY26 Outlook on 9% Revenue Rise
Cintas Corp. reported third‑quarter profit of $502.5 million and revenue growth of 9.2%, then upgraded its full‑year 2026 earnings guidance to $4.86‑$4.90 per share. The results lifted the stock 1.1% in pre‑market trade and sharpened expectations for the industrial services sector.
NOAH Holdings Posts Flat FY 2025 Revenue but 22.5% Profit Surge as Market Volatility Persists
NOAH Holdings Limited announced that full‑year 2025 net revenue was essentially unchanged at RMB 2.6 billion, while operating profit jumped 22.5% to RMB 777 million. The firm highlighted a 35% Q4 operating margin, a hefty dividend payout and AI‑driven efficiency gains.
Kohl's Hints at More Store Closures in 2026 Amid Turnaround Push
Kohl's indicated that additional store closures could come in 2026 if its sales trajectory stalls, as the discount retailer seeks to sharpen profitability. The move follows a Q4 earnings beat on profit but a miss on sales, with net sales...
Navan Posts 35% Revenue Jump, CRO Michael Sindosich Leads Q4 Surge
Navan’s Q4 2026 earnings call highlighted a 35% year‑over‑year revenue increase to $178 million and the first‑ever positive free cash flow, with Chief Revenue Officer Michael Sindosich credited for the momentum. The results sent the stock up 18% and set a...
Alibaba Q4 Profit Falls Two‑thirds, Bets on Cloud, AI and Quick Commerce
Alibaba posted a roughly 66% year‑over‑year plunge in net profit and a modest 6% rise in e‑commerce revenue, while its cloud segment posted 36% growth. The earnings call highlighted a strategic pivot toward cloud, artificial intelligence and quick‑commerce investments that...
Precigen Posts 149% Revenue Surge, Forecasts $18M Q1 as Papzimius Gains Momentum
Precigen (PGEN) reported fiscal Q4 2025 revenue of $9.7 million, up 149% year‑over‑year, and projected first‑quarter 2026 sales to exceed $18 million. The surge stems from the rapid commercial rollout of its FDA‑approved gene‑therapy Papzimius and broader payer coverage across the United...
DSW Parent Narrows Q4 Loss On Flat Sales, Shares Fall
Designer Brands (DBI) reported a fourth‑quarter net loss of about $20 million, narrowing from $38 million a year earlier, while revenue held steady at $713.6 million. The company beat revenue estimates but posted an adjusted loss per share of 31 cents, missing Wall Street’s...
Dyadic COO Hazelton Steers Modest $3.1M Revenue Rise Amid Grant‑driven Cost Shift
Dyadic (DYAI) posted Q4 2025 revenue of $3.1 million, a modest rise driven by COO Joseph P. Hazelton’s operational focus. The earnings call highlighted new product launches, global distribution deals and a growing reliance on grant‑linked R&D, offsetting a drop in...
Earnings Call Transcript: Racing Force Group Reports Strong H2 2025 Growth
Racing Force Group posted robust 2025 results, with revenue climbing 11.4% to €73.1 million (≈ $79.7 million) and gross margin expanding to 63.3%. Adjusted EBITDA surged 21.2% to €12.8 million (≈ $13.9 million), driven by a 20% sales acceleration in the second half, especially from newly...
Chewy Shares Jump 13% on Strong 2026 Outlook and AI‑Driven Margin Boost
Chewy (CHWY) surged 13% after reporting a fourth‑quarter profit beat and issuing a 2026 outlook that tops analyst estimates. The company highlighted 8.1% revenue growth to $3.26 billion, a gross‑margin lift to 29.4%, and AI‑driven efficiency gains that should lift adjusted...
M&T Bank’s Q1 2026 Earnings: What to Expect
M&T Bank is slated to report Q1 2026 earnings of $4.03 per share, a 19.2% jump from the year‑ago quarter. For the full fiscal year, analysts project EPS of $18.77, up 9.1% versus 2025, with 2027 outlook at $20.94 per...
Lenz Therapeutics Shares Drop 11% After Q4 Earnings Miss
Lenz Therapeutics' shares slid 11.2% after the biotech reported a Q4 loss of $1.16 per share on $1.6 million in revenue, well below analyst expectations. The miss stemmed from weaker-than-anticipated uptake of its newly launched VIZZ eye‑drop and a surge in...
Dollar Tree Q4 2025 Revenue Jumps 9% to $5.5B, EPS Up 21%
Dollar Tree reported Q4 2025 revenue of $5.5 billion, up 9% year‑over‑year, and adjusted diluted EPS rose 21%. The discount retailer also lifted its FY2026 sales outlook to $20.5‑$20.7 billion while outlining a 400‑store expansion plan.
Braze Q4 2026 Revenue Jumps 28% YoY, ARR Tops $800M
Braze posted Q4 2026 revenue of $205 million, up 28% year over year, while annual recurring revenue crossed the $800 million mark. The results were driven by accelerating organic growth, a surge in large‑customer wins, and the rollout of AI‑powered products.
Dolphin Entertainment, Inc. (DLPN) Q4 2025 Earnings Call Transcript
Dolphin Entertainment reported fourth‑quarter 2025 results on March 25, 2026, highlighting $112 million in revenue, a 9% year‑over‑year increase driven by its streaming‑content licensing segment. Adjusted EBITDA posted a $4.3 million loss, while the company ended the quarter with $38 million in cash and a...
Marchex, Inc. (MCHX) Q4 2025 Earnings Call Transcript
Marchex, Inc. held its Q4 2025 earnings conference call on March 25 2026, delivering both GAAP and non‑GAAP financial results for the quarter and full year. The leadership team—including COO Francis Feeney, Executive Chairman Russell Horowitz, President Troy Hartless, and CFO Brian Nagle—walked investors through the numbers...
Viatris Inc. (VTRS) Discusses Long-Term Growth Outlook and Portfolio Strategy Across Generics, Established Brands and Innovative Medicines Transcript
Viatris Inc. outlined its long‑term growth outlook, emphasizing a balanced portfolio that spans low‑cost generics, established branded products, and a pipeline of innovative medicines. Management highlighted strategic investments in R&D, geographic expansion in emerging markets, and cost‑efficiency initiatives aimed at...
Micron Beats Q2 Forecast but Stock Slides Amid AI Memory Skepticism
Micron Technology reported a record $23.8 billion in second‑quarter revenue and GAAP earnings of $12.07 per share, far exceeding its own guidance. Despite the beat, the stock slipped to $444.27 as the Nasdaq tumbled and investors voiced doubts about the sustainability...
TT Electronics H2 Earnings Call Highlights
TT Electronics reported FY 2025 revenue of £481.4 million (≈ $602 million), a 2.7% organic decline, but adjusted operating profit rose 2.2% to £37.2 million (≈ $46.5 million). Strong cash generation lifted free cash flow 7.9% to £29.9 million and cut net debt by almost £30 million, reducing leverage...
Alibaba Q4 2025 Earnings Show Two‑Thirds Profit Drop as Cloud, AI Drive Growth
Alibaba reported a roughly two‑thirds year‑over‑year plunge in net income for Q4 2025, with e‑commerce revenue growth slowing to 6% and cloud revenue jumping 36%. The group said the loss reflects heavy investment in cloud, AI and quick‑commerce, positioning the...
Lenz Therapeutics Misses Q4 Forecast, Shares Slide 11.2%
Lenz Therapeutics reported a Q4 loss of $1.16 per share on $1.6 million in revenue, far below analysts' expectations of a $0.90 loss on $3.1 million. The miss sent the biotech’s shares down 11.2% as investors reacted to higher SG&A costs and...
Concentrix Shares Plunge 23% as Q1 Profit Slumps Amid Revenue Rise
Concentrix Corp. saw its Nasdaq‑listed shares tumble more than 23% after reporting first‑quarter net income of $21.58 million, a 69% drop from a year earlier, even as revenue rose 5.4% to $2.5 billion. The earnings miss sparked a sharp sell‑off and raised...
Kingfisher Plc (KGFHY) Q4 2026 Earnings Call Transcript
Kingfisher plc reported a strong full‑year 2025‑26, delivering double‑digit growth in both trade and e‑commerce sales. The retailer expanded market share in the United Kingdom, France and Spain while holding steady in Poland. Marketplace gross merchandise value hit £518 million (≈ $648 million),...
Cheetah Mobile Inc. (CMCM) Q4 2025 Earnings Call Transcript
Cheetah Mobile reported a 43% year‑over‑year revenue increase in 2025, propelled by strong performance in its Internet and AI‑related segments. The AI and Others division now contributes roughly half of total revenue, underscoring a strategic shift toward artificial‑intelligence services. Management...
Webull Posts 50% YoY Revenue Surge to $165.2M in Q4 2025
Webull Corp. announced Q4 2025 revenue of $165.2 million, a 50% increase from the same period a year earlier. The growth came alongside a 87% jump in equity trading volume and an 81% rise in customer assets, underscoring the broker’s expanding...
Micron's $23.9B Revenue Surge Triggers Sharp Stock Drop as CEO Warns of AI Memory Shortage
Micron Technology reported record fiscal Q2 revenue of $23.86 billion and adjusted EPS of $12.20, yet its stock fell sharply after CEO Sanjay Mehrotra warned the company can only meet a portion of near‑term AI memory demand. The clash between booming...
Smithfield Foods Inc (SFD) Q4 2025 Earnings Call Transcript
HF Foods Group reported Q4 2025 net revenue of $1.23 billion, up 2.2% year‑over‑year, while adjusted EBITDA increased 6.9% to $45 million. The company completed an enterprise‑resource‑planning rollout across all distribution centers, re‑categorizing SKUs and fixing IT control deficiencies. Facility upgrades in...
Lithium Argentina Posts 34,000‑Ton Q4 Production at Cauchari‑Olaroz, Cuts Cash Costs 30%
Lithium Argentina (LAR) reported that its Cauchari‑Olaroz operation produced over 34,000 tonnes of lithium carbonate in Q4, operating at 97% capacity and cutting cash costs 30% to $5,600 per tonne. The company also secured a $130 million loan facility and outlined...
Armstrong World Industries Shares Tumble After Earnings Release; Insider Sells $51 M of Stock
Armstrong World Industries' shares dropped sharply following its earnings release, while an insider sold $51 million worth of stock. The dual events sparked market concern about the company's outlook and insider sentiment.
Caledonia Mining Corporation PLC (CMCL) Q4 2025 Earnings Call Transcript
Coeur Mining reported a record 2025 with gold production soaring 723% YoY and silver up 5%, driven by the Rochester expansion and the Silvercrest acquisition. Full‑year EBITDA more than doubled to over $1 billion and free cash flow swung to $666 million,...
Micron Posts Record $23.9B Revenue but CEO Warns AI Memory Shortage Will Linger
Micron Technology delivered a blockbuster fiscal Q2 with $23.86 billion in revenue, $12.20 earnings per share and a record $6.9 billion free cash flow. CEO Sanjay Mehrotra cautioned that the company can only supply a portion of its AI customers’ needs, sparking...
Nvidia CEO Jensen Huang Shifts Focus to AI Software Agents in Earnings Call
Nvidia chief Jensen Huang told investors the company is pivoting from pure hardware to AI software agents, unveiling the OpenClaw platform and its NemoClaw security stack. The announcement came after Nvidia posted a record $68.1 billion fourth‑quarter fiscal 2026 revenue and...