Today's Earnings Calls Pulse
Synopsys posts record FY2025 revenue and secures $2B Nvidia investment
Synopsys reported FY2025 revenue of $7.05 billion, a 15% increase year‑over‑year, and a backlog of $11.4 billion boosted by its recent ANSYS acquisition. The company announced a strategic $2 billion equity investment from Nvidia and said Q4 revenue hit $2.25 billion, meeting guidance, while non‑GAAP operating margin rose to 37.3% and EPS topped forecasts.
United Maritime Corp (USEA) Q4 2025 Earnings Call Transcript
United Maritime Corp reported Q4 2025 net revenues of $57.4 million, a 7.7% increase year‑over‑year, and net income of $40.5 million, boosted by a $9.2 million vessel sale. Adjusted EBITDA rose 24% to $40.7 million, while the board lifted the annual dividend 7% to $3.00 per share, delivering roughly a 5% yield. Forward charter coverage remains strong, with 87% of 2026 voyage days fixed at an average $30,700 daily rate, and the fleet’s market value sits at $664 million, implying a 33% discount to the current share price. The company also repurchased 480,000 shares and plans additional new‑build financing of $140‑150 million.
Full Truck Alliance Co Ltd (YMM) Q4 2025 Earnings Call Transcript
Full Truck Alliance reported a 22.3% year‑over‑year increase in fulfilled orders, reaching 63.4 million, and total revenue of RMB 3.36 billion, up 10.8%. Transaction‑service revenue surged 39% to RMB 1.46 billion, while freight‑brokerage revenue slipped, reflecting a strategic shift toward higher‑margin services. The July 2025...
Q1 2026 Earnings Conference Call Recaps: Oracle (ORCL)
Oracle reported a strong Q3 FY2026 earnings beat, driven by rapid AI and cloud adoption. Multicloud database revenue surged 531% YoY and AI infrastructure grew 243%, outpacing supply. The company secured over $29 billion in new infrastructure contracts and its remaining...
Q4 2025 Earnings Conference Call Recaps: AeroVironment (AVAV)
Defense tech firm AeroVironment reported mixed Q3 2026 results, missing expectations because of delayed government funding, supply-chain issues, and the cancellation of the Space Force’s SCAR program. Management highlighted a robust $1.1 billion funded backlog and $4.6 billion in year‑to‑date awards, and...
Voyager Technologies, Inc. (VOYG) Q4 2025 Earnings Call Transcript
Voyager Technologies reported Q4 2025 revenue of $46.65 million and a loss per share of $0.37, both slightly missing analyst expectations. The company highlighted 2025 as its first full year as a public entity, emphasizing rapid platform scaling after its recent...
Domino's Pizza Group Plc (DPUKY) Q4 2025 Earnings Call Transcript
Domino's Pizza Group plc posted full‑year 2025 results, highlighting a challenging start but a strong finish that restored confidence for 2026. The company now boasts roughly 8 million app users who place an average of 4.3‑4.5 orders each year. Its loyalty...
AI Chipmaker Cerebras Namedropped by Oracle, Alongside Nvidia and AMD
Oracle’s CEO Clay Magouyrk highlighted Cerebras alongside Nvidia and AMD on the company’s earnings call, signaling the AI chipmaker’s entry into Oracle’s cloud infrastructure. The endorsement follows Cerebras’s recent $1.1 billion funding round and its push toward an IPO after withdrawing...
Stoneridge Inc (SRI) Q4 2025 Earnings Call Transcript
StoneX Group reported record fourth‑quarter and full‑year results, posting $85.7 million net income for Q4 and $305.9 million for FY 2025, with operating revenues exceeding $1.2 billion, up 31% year‑over‑year. The performance was propelled by the recent R.J. O’Brien and Benchmark acquisitions, which contributed...
Stellus Capital Investment Corp (SCM) Q4 2025 Earnings Call Transcript
Stellus Capital Investment Corp reported Q2 2025 GAAP net investment income of $0.34 per share and a modest decline in net asset value per share, driven by reduced spillover income. The investment portfolio fell to $905.9 million across 112 companies, while...
TechTarget Inc (TTGT) Q4 2025 Earnings Call Transcript
TechTarget reported FY 2025 revenue of $486.8 million, essentially flat year‑over‑year, while adjusted EBITDA surged 10% to $87.3 million, beating guidance. The fourth quarter showed a 3% revenue increase and a 56% jump in adjusted EBITDA, lifting the quarterly margin...
Sprinklr Inc (CXM) Q4 2026 Earnings Call Transcript
Sprinklr reported Q1 FY2026 revenue of $205.5 million, a 5% year‑over‑year increase, with subscription revenue growing 4% to $184.1 million. Non‑GAAP operating income reached $36.7 million, delivering an 18% margin, and free cash flow hit a record $81 million. The company announced a $150 million...
Guardian Pharmacy Services Inc (GRDN) Q4 2025 Earnings Call Transcript
Guardian Pharmacy Services reported a strong Q4 2025, serving over 205,000 residents and generating $397.6 million in revenue, a 17% increase year‑over‑year with 12% organic growth. Adjusted EBITDA jumped 53% to $39.5 million, lifting the quarterly margin to 9.9% and prompting an...
Verrica Pharmaceuticals Inc (VRCA) Q4 2025 Earnings Call Transcript
Veru Inc. reported a $23.4 million public offering that lifted cash and working capital to $33 million and $29.7 million respectively, while narrowing its quarterly net loss to $5.3 million ($0.26 per share). The company received FDA feedback confirming two regulatory pathways for its...
Biote Corp (BTMD) Q4 2025 Earnings Call Transcript
Biote Corp reported Q4 2025 revenue of $46.4 million, down 6.9% year‑over‑year, with procedure revenue falling 13% to $31.8 million while dietary supplement sales grew 16% to $11.7 million. Gross margin contracted to 68% after a $1.3 million inventory charge linked to a voluntary...
Kamada Ltd (KMDA) Q4 2025 Earnings Call Transcript
Kamada reported Q3 2025 revenue of $47 million, a 13% year‑over‑year increase, and adjusted EBITDA of $11.7 million, up 34% from the prior year. The company reaffirmed its full‑year revenue target of $178‑$182 million and adjusted EBITDA guidance of $40‑$44 million, citing strong performance...
Kewaunee Scientific Corp (KEQU) Q3 2026 Earnings Call Transcript
Korn Ferry reported third‑quarter FY2026 fee revenue of $717 million, a 7% year‑over‑year increase marking the fifth straight quarter of accelerating growth. Adjusted EBITDA rose 7.5% to $123 million, lifting the margin to 17.2%, while adjusted diluted EPS climbed 8% to $1.28....
TSS Inc (TSSI) Q4 2025 Earnings Call Transcript
Global Payments reported third‑quarter 2020 results that far exceeded expectations, driven by a technology‑enabled strategy. Adjusted net revenue reached $1.75 billion, a 64% increase year‑over‑year, while adjusted operating margin rose 250 basis points to 41.1%. The company highlighted strong omnichannel volume...
Sonida Senior Living Inc (SNDA) Q4 2025 Earnings Call Transcript
Sonida Senior Living announced a $1.8 billion merger with CNL Healthcare Properties, slated to close in late Q1 2026. The deal is positioned to upgrade the portfolio’s real‑estate quality, boost AFFO per share and cut leverage toward a six‑times target. In Q3 2025...
Culp Inc (CULP) Q3 2026 Earnings Call Transcript
Culp Inc reported flat consolidated net sales of $56.5 million in Q1 FY2025, with a modest 0.2% decline year‑over‑year but sequential growth in both upholstery and mattress segments. Upholstery fabrics improved operating margin to 6% while the mattress fabrics division...
Campbell's Co (CPB) Q2 2026 Earnings Call Transcript
Kennametal reported a 10% year‑over‑year organic sales increase in Q2 2026, marking its second straight quarter of organic growth. Adjusted EBITDA margin expanded to 17.1% from 13.9% and adjusted EPS rose to $0.47, driven by price realization, a $13 million buy‑ahead effect,...
Broadwind Inc (BWEN) Q4 2025 Earnings Call Transcript
Broadwind Inc. posted Q4 2025 revenue of $44.2 million, a 25% year‑over‑year increase, driven by strong heavy‑fabrication shipments and a surge in power‑generation orders. Total orders jumped 90% YoY to $44 million, with gearing orders up 260% and industrial‑solutions backlog reaching a...
Target Hospitality Corp (TH) Q4 2025 Earnings Call Transcript
Target Hospitality Corp’s Q4 2025 earnings call highlighted a slowdown in its government segment, but management pointed to a developing pipeline of federal bids for the Pecos and Cotulla projects that could bolster long‑term revenue. The company is actively marketing a...
Exodus Movement Inc (EXOD) Q4 2025 Earnings Call Transcript
Exponent (EXPO) posted Q4 2025 revenue of $147.4 million, an 8% year‑over‑year increase, and net revenue of $129.4 million, up 5% despite a shorter quarter. Adjusted for the missing week, net revenue would have risen in the low double‑digits, while EBITDA margin...
CuriosityStream Inc (CURI) Q4 2025 Earnings Call Transcript
CuriosityStream reported a 40% revenue jump to $71.7 million in 2025, propelled by a surge in AI‑training licensing and a solid subscription base. Gross margins rose to 60% in Q4, delivering a fourth straight quarter of positive adjusted EBITDA and a...
Serve Robotics Inc (SERV) Q4 2025 Earnings Call Transcript
Serve Robotics reported Q3 2025 revenue of $687,000, a 210% year‑over‑year increase, driven by a surge in fleet revenue and new branding and software streams. The company surpassed 1,000 deployed robots, shipped 380 units in September, and expanded its restaurant...
Flotek Industries Inc (FTK) Q4 2025 Earnings Call Transcript
Flotek Industries reported a strong Q2 2025, with total revenue up 26% year‑over‑year and data analytics revenue surging 189% to represent 10% of company sales. The newly acquired PowerTech assets contributed $3.2 million in revenue and roughly $3 million in gross profit...
Viant Technology Inc (DSP) Q4 2025 Earnings Call Transcript
Vanda Pharmaceuticals reported 2025 revenue of $216.1 million, up 9% year‑over‑year, driven primarily by Fanapt’s 24% sales increase and a successful bipolar launch. The company secured FDA approval for tradipitant (Nirius) to prevent motion‑sickness vomiting, with a commercial rollout slated for...
Oil-Dri Corporation of America (ODC) Q2 2026 Earnings Call Transcript
Oil‑Dri Corp. reported strong Q2 FY2025 results, with double‑digit sales growth in its fluids‑purification, animal‑health and crystal cat‑litter segments. Gross margin rose 11% year‑over‑year, delivering $22 million of EBITDA and enabling a $5 million debt paydown while the revolving credit facility remains...
Stitch Fix Inc (SFIX) Q2 2026 Earnings Call Transcript
Stitch Fix reported Q2 FY2025 revenue of $312.1 million, a 5.5% year‑over‑year decline but still above its guidance range. Adjusted EBITDA rose to $15.9 million (5.1% margin), and contribution margin reached 33% for the fourth consecutive quarter. Average order value jumped 9%...
Digimarc Corp (DMRC) Q4 2025 Earnings Call Transcript
RADCOM reported a record $71.5 million in total revenue for 2025, up 17.2% year‑over‑year and surpassing the midpoint of its guidance range. Gross margin improved to 76.8% and operating margin hit 20.6%, while cash reserves reached an all‑time high of...
Navigator Holdings Ltd (NVGS) Q4 2025 Earnings Call Transcript
Scorpio Tankers reported Q4 2025 adjusted EBITDA of $152 million, bringing full‑year adjusted EBITDA to $568 million. The company shifted from a $3.1 billion net‑debt position in 2021 to a $309 million net‑cash balance, supported by $1.7 billion of total liquidity and $450 million of debt...
Smith Douglas Homes Corp (SDHC) Q4 2025 Earnings Call Transcript
Smith Douglas Homes Corp reported a sharp decline in Q3 2025 results, with pre‑tax income dropping to $17.2 million, a 56% year‑over‑year decrease, and gross margin slipping to 21% from 26.5% a year earlier. Home sales revenue fell 6% to $262 million,...
UiPath Inc (PATH) Q4 2026 Earnings Call Transcript
Ingram Micro reported Q4 2026 net sales of $14.88 billion, up 11.5% year‑over‑year, and non‑GAAP EPS of $0.96, surpassing the top of its guidance. Adjusted free cash flow hit $1.63 billion, the strongest quarterly level in over a decade, while the company...
OppFi Inc (OPFI) Q4 2025 Earnings Call Transcript
OppFi reported a record Q3 2025 with revenue of $155 million, up 14% year‑over‑year, and adjusted net income of $41 million, a 41% increase. Net originations grew 12.5%, driven by nearly half of new loan volume from fresh customers and an auto‑approval...
Codexis Inc (CDXS) Q4 2025 Earnings Call Transcript
CareDx reported fourth‑quarter 2025 revenue of $108.4 million, a 25% year‑over‑year increase, driven by strong testing services and rapid growth in patient‑digital solutions. Adjusted EBITDA fell 34% to $6.5 million, reflecting a one‑time $6.7 million non‑executive cash bonus, while cash balances topped $200 million...
ATRenew Inc (RERE) Q4 2025 Earnings Call Transcript
ATRenew Inc. reported record Q4 2025 revenue of RMB5.15 billion, up 27.1% year‑over‑year, and non‑GAAP operating profit of RMB140 million, a 34.9% increase. The company highlighted strong growth in its 1P product line, a 102% surge in compliant refurbished product revenue, and...
Elutia Inc (ELUT) Q4 2025 Earnings Call Transcript
Elutia Inc. reported a 49% sequential revenue surge for its LU Pro bio‑envelope, driven by new hospital contracts and seven national GPO agreements, pushing the product toward a $20 million run‑rate by year‑end. The company settled the bulk of legacy litigation, resolving...
KLX Energy Services Holdings Inc (KLXE) Q4 2025 Earnings Call Transcript
KLX Energy Services reported a record 2025 year, delivering $406 million of free cash flow and repurchasing over $100 million of stock. The company reduced debt by $130 million, bringing the debt‑to‑capital ratio to 21.4% and ending the year with $542 million of liquidity....
Q4 2025 Earnings Conference Call Recaps: Vail Resorts (MTN)
Vail Resorts reported its Q2 2026 results amid the worst Rockies weather on record, with snowfall down 43% year‑over‑year and February temperatures 9°F above average. The harsh conditions limited terrain to 70‑80% of acreage, driving a 13% drop in skier visits,...
AVGO's AI Surge Forces Target Revision to $310
I've been saying $AVGO is overvalued for months. Last week's earnings proved me wrong. $8.4B AI revenue. 77% gross margin. Q2 guide +140%. I take my words back. Updated my BuyTrigger to $310. But the war isn't stopping tomorrow. No rush, darling. Let...
Roku to Disclose Platform Revenue Segments for First Time
⚡️ Roku to Breakout Platform Revenue for the 1st Time Ever ⚡️ Investors have been asking @Roku to breakout the components of platform revenue for as long as we can remember. Earlier today, at an investor conference, $ROKU CFO, Dan Jedda,...
Applied Materials Q1 2026 Free Cash Flow Hit $1.04 Billion, So Why Is the Stock Sliding
Applied Materials posted a 91% jump in free cash flow to $1.04 billion and beat Q1 earnings expectations, yet its stock fell 11% to $328 as revenue slipped 2.1%. The company sees AI‑driven semiconductor equipment demand growing over 20% this year,...
Bank of America Projects Strong 7% NII Growth
$BAC conference notes no change to solid fundamentals: 1Q expects NII 7% y/y growth, WM DD, IB up 10% with loan growth "out of the gate strong" led by commercial & above H.8 data.
Custom Truck One Source Inc (CTOS) Q4 2025 Earnings Call Transcript
Custom Truck One Source (CTOS) reported Q4 2025 revenue of $2.7 billion, a 3.5% year‑over‑year increase, and full‑year adjusted EPS of $10.79. Adjusted operating margin slipped to 8.4% as higher manufacturing overhead and an unfavorable product mix offset pricing gains. The...
Valhi Inc (VHI) Q4 2025 Earnings Call Transcript
KVH Industries reported a 27% jump in Q4 service revenue to $28.3 million, driven by rapid subscriber growth and a massive expansion of its Starlink LEO data pool. The company added roughly 2,000 vessels, pushing the total contract fleet above 9,000,...
Oracle Corp (ORCL) Q3 2026 Earnings Call Transcript
Oracle reported Q3 FY2026 results highlighting a $523.3 billion RPO backlog, up 433% year‑over‑year, and total cloud revenue of $8 billion, representing 33% growth and half of overall revenue. Cloud infrastructure surged 66% to $4.1 billion, with GPU‑related revenue jumping 177%, while multi‑cloud...
NIO Inc (NIO) Q4 2025 Earnings Call Transcript
NiSource reported full‑year 2025 adjusted earnings per share of $1.90 and a funds‑from‑operations‑to‑debt ratio of 16.1%, both surpassing its guidance. The company reaffirmed 2026 adjusted EPS guidance at $2.02‑$2.07, indicating roughly 8% year‑over‑year growth. Management highlighted a $6‑$7 billion Amazon Genco...
IDT Corp (IDT) Q2 2026 Earnings Call Transcript
Uniti Group reported a 24% year‑over‑year increase in Kinetic consumer‑fiber revenue and added 28,000 net subscribers, pushing total fiber customers to 535,000. The company expanded fiber passings to 1.9 million homes, adding 80,000 in the quarter, and set a 2026 revenue...
Exagen Inc (XGN) Q4 2025 Earnings Call Transcript
Axogen reported Q4 2025 revenue of $59.9 million, a 21.3% year‑over‑year increase, and full‑year revenue of $225.2 million, up 20.2% year over year. The company secured FDA approval of its Avance Nerve Graft biologics license, granting 12 years of market exclusivity and making...
Legend Biotech Corp (LEGN) Q4 2025 Earnings Call Transcript
Biogen reported full‑year 2025 non‑GAAP diluted EPS of $15.28 and $9.9 billion in revenue, a modest 2% YoY increase. Growth‑product sales surged 19% to $3.3 billion, driven by VUMERITY, SKYCLARIS, ZERZUVE and CALSADI, while legacy MS revenues are projected to fall mid‑teens...