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.
Triplepoint Venture Growth BDC Corp (TPVG) Q4 2025 Earnings Call Transcript
TriplePoint Venture Growth BDC reported a $73 million increase in its debt investment portfolio for Q3 2025, marking the third straight quarter of growth and a year‑to‑date rise of nearly $110 million. New commitments surged to $182 million, with 90% directed toward AI, enterprise software and semiconductor borrowers, while funded investments reached a record $88 million, the highest in eleven quarters. The weighted‑average yield on new funded loans slipped to 11.5% as the mix shifted toward revolving loans and lower‑yielding assets. Management highlighted robust liquidity, a modest share‑repurchase program, and fee‑waiver extensions to sustain shareholder value ahead of a $200 million note refinancing.
Hudson Technologies Inc (HDSN) Q4 2025 Earnings Call Transcript
Hudson Technologies reported Q2 2025 revenue of $72.8 million, a 3% decline driven by cooler weather delaying the cooling season. Gross margin improved to 31% thanks to higher refrigerant prices, lifting gross profit to $22.8 million. Net income rose to $10.1 million on...
Stevanato Group SpA (STVN) Q4 2025 Earnings Call Transcript
Stevanato Group posted a 9% year‑over‑year revenue increase to $303.2 million in Q3 FY2025, driven by a 14% rise in its BDS segment and a 47% surge in high‑value solutions, which now represent 49% of total sales. The Engineering segment fell...
Cardlytics Inc (CDLX) Q4 2025 Earnings Call Transcript
Cardlytics reported Q3 2025 billings of $89.2 million, a 20.3% decline driven by content restrictions from its largest financial‑institution partner. Revenue fell 22.4% to $52 million, yet adjusted EBITDA improved to $3.2 million and contribution margin hit a record 57.7%. The company announced...
OTC Markets Group Inc (OTCM) Q4 2025 Earnings Call Transcript
Altisource Portfolio Solutions reported 2025 service revenue of $161.3 million, a 7% increase, and adjusted EBITDA of $18.3 million, up 5%. The company added $20.6 million in new Servicer and Real Estate contracts and grew HUBZU inventory 137% to 13,500 assets. Guidance for...
Altisource Portfolio Solutions SA (ASPS) Q4 2025 Earnings Call Transcript
Altisource Portfolio Solutions reported Q2 2025 service revenue of $40.8 million, up 11% year‑over‑year, and adjusted EBITDA of $5.4 million, a 23% increase. GAAP net income swung to $16.6 million from an $8.3 million loss, helped by a tax reserve reversal and lower interest expense....
Miller Industries Inc (MLR) Q4 2025 Earnings Call Transcript
Miller Industries reported a strong rebound in Q4 bookings, up 42% sequentially and 35% year‑over‑year to $540 million, signaling early demand recovery, especially in North America. Despite this, revenue fell to $923 million and the company posted a $16 million adjusted operating loss,...
Global Water Resources Inc (GWRS) Q4 2025 Earnings Call Transcript
Global Water Resources reported Q1 2020 revenue of $8.2 million, a 6.6% increase year‑over‑year, driven by 4.7% organic connection growth and higher consumption. Adjusted EBITDA rose 18.4% to $4.1 million, while operating expenses fell slightly, reflecting cost discipline and the recent in‑house billing...
SES AI Corp (SES) Q4 2025 Earnings Call Transcript
SES AI Corp reported a record third‑quarter 2025 revenue of $7.1 million, a 102% sequential increase driven by the recent UC Energy acquisition and the launch of its Molecular Universe (MU 1.0) AI platform. Services now account for 55% of revenue with...
ATN International Inc (ATNI) Q4 2025 Earnings Call Transcript
ATN International reported fourth‑quarter 2025 revenue of $1.2 billion and full‑year revenue of $4.6 billion, the strongest top line since 2012. Adjusted EBITDA reached $232 million in Q4 and $859 million for the year, lifting the margin to 19.7% and surpassing guidance. Management guided...
ChargePoint Holdings Inc (CHPT) Q4 2026 Earnings Call Transcript
ChargePoint reported Q2 FY2026 revenue of $99 million, hitting the top of its guidance but falling 9 % year‑over‑year. Non‑GAAP gross margin rose to 33 %, the highest since the company went public, while subscription revenue reached $40 million, representing 40 % of total sales....
Aware Inc (AWRE) Q4 2025 Earnings Call Transcript
Aware Inc. posted fiscal 2025 revenue of $17.3 million, a marginal decline, while its net loss expanded to $5.9 million, reflecting higher technology and certification investments. The company secured ISO 30107 Level 3, ISO 27001, and FIDO2 certifications and earned best‑in‑class bias ratings in NIST...
Wix.Com Ltd (WIX) Q4 2025 Earnings Call Transcript
eToro reported Q4 2025 net contribution of $227 million, a 6% sequential rise, and adjusted EBITDA of $87 million, delivering a 38% margin. Capital markets revenue surged 43% year‑over‑year, offsetting a 72% drop in crypto net contribution. The firm highlighted...
CrowdStrike Hits $5B ARR Milestone, Record FY26
CrowdStrike just delivered a record FY26, capped by a blockbuster Q4. 🔒 $5.25B ending ARR - the ONLY pure-play software cyber company to cross $5B 📈 $331M net new ARR in Q4, all-time record, up 47% YoY. 💰 $1.24B FY26 free cash flow....
Anaptys Provides Update on Business Separation and Announces Fourth Quarter and Full Year 2025 Financial Results
AnaptysBio announced it will spin off its biopharma division into a new public company, First Tracks Biotherapeutics, in Q2 2026, separating it from the royalty‑focused parent that will retain the AnaptysBio name. The royalty side highlighted strong performance from GSK’s Jemperli,...
Cricut, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results
Cricut, Inc. posted a modest revenue decline of 3% in Q4 2025, with full‑year sales flat at $708.8 million, but highlighted a 22% rise in net income and a 26% jump in operating profit to $96 million. Platform revenue grew 5% year‑over‑year,...
Oculis Reports Q4 and Full Year 2025 Financial Results and Provides Company Update
Oculis Holding AG reported a transformative 2025, highlighted by a $268.7 million cash position that extends its runway to 2029 and a $210 million equity raise. The company secured FDA Breakthrough Therapy designation for Privosegtor, its neuro‑protective candidate for optic neuritis, and...
AutoZone (AZO) Q2 2026 Earnings Decline Despite 8% Sales Growth
AutoZone reported an 8.1% rise in Q2 fiscal 2026 net sales to $4.3 billion, driven by a 5.2% increase in same‑store sales. Despite the top‑line growth, net income slipped to $468.9 million, and earnings per share fell to $27.63 from $28.29 a...
QXO Reports Strong Q4 Net Sales Amid Acquisition
QXO Inc. posted fourth‑quarter 2025 net sales of $2.19 billion, a 14,000% jump from the same period a year earlier, and total 2025 sales of $6.8 billion. Adjusted EBITDA reached $150.3 million, while net income recorded a $90.2 million loss. The company announced a...
Rigel Pharmaceuticals (RIGL) Set to Report Q4 FY2025 Earnings After the Bell — Here’s What to Expect
Rigel Pharmaceuticals is set to report its Q4 FY2025 results after the March 3 market close, with analysts forecasting revenue between $75 million and $85 million and earnings per share near $7.00. The company’s revenue trajectory has accelerated from $115.9 million in FY2023...
Crop Economics Lift Corteva Returns
Corteva posted a modest 1% revenue rise to $5.26 billion, driven by higher commodity prices that revived farmer economics and supported seed and crop‑protection sales. The company leveraged disciplined pricing and cost controls to expand gross margins and lift net income...
Box, Inc. (BOX) Set to Report Q4 FY2026 Earnings After the Bell — Here’s What to Expect
Box Inc. is set to report Q4 FY2026 results on March 3, with consensus revenue forecast around $290 million, a modest 3.8% year‑over‑year increase, and non‑GAAP EPS projected at $0.34, down 19% from the prior year. The company highlights its Box...
Paysafe Touts a New Wallet And Agentic Commerce As It Navigates 2026
Paysafe reported mixed Q4 2025 results, posting a $25.2 million net loss despite 4% revenue growth to $438.4 million and a 10% rise in transaction volume to $43.9 billion. The company highlighted its new Paysafe Wallet, now available in 18 countries with 500,000 users...
Publix’s Sales Growth Slows
Publix reported fourth‑quarter sales of $16 billion, a 2.8% increase, while comparable‑store sales rose modestly 0.7%. Net earnings held steady at $1.2 billion year‑over‑year, and the company trimmed its 2025 capital budget to $2.3 billion, 8% below its original outlook. The slowdown follows...
Does IonQ's Standout Earnings Give It an Advantage Over D-Wave?
IonQ reported a standout earnings quarter, posting $62 million in revenue—55% above its guidance midpoint and a 429% year‑over‑year increase—while raising its full‑year 2026 revenue outlook to $225‑$245 million. The company also ended 2025 with $3.3 billion in cash, dwarfing D‑Wave’s roughly $900 million,...
B&G Foods (BGS) Set to Report Q4 FY2025 Earnings After the Bell — Here’s What to Expect
B&G Foods is set to report Q4 FY2025 results, showing a third straight year of revenue decline to an estimated $1.84 billion, down from $2.16 billion in FY2022. The company’s 15% dividend yield and over $2 billion of debt have drawn a consensus...
Target's Q4 Profit Beats Expectations and Company Projects a Return to Growth in 2026
Target posted adjusted earnings of $2.44 per share for Q4, outpacing the $2.16 consensus, while net sales slipped 1.5% to $30.5 billion. Gross margin improved to 26.6% on lower shrinkage and supply‑chain costs, offset by higher product expenses. Non‑merchandise segments such...
Pet Valu Reports Q4 and Annual Financial Results, with Sales Growth, New Store Openings
Pet Valu Holdings reported a robust fourth‑quarter and full‑year 2025 performance, with system‑wide sales climbing 9.2% to $423.7 million and annual sales up 5.6% to $1.53 billion. The retailer opened 14 new stores, bringing its network to 863 locations, and posted adjusted...
MDB's 24% Drop Overreacts to Solid Growth
My thoughts on $MDB The stock dropped 24% after earnings. In my view, that’s an overreaction. It wasn’t a perfect quarter, but it was far from weak. Revenue growth accelerated to +26.7% YoY, and the company beat its own guidance by ~3.7%....
Starz Narrows Financial Loss to Under $21 Million During Q4
Starz posted Q4 2025 revenue of $322.8 million, a 6.3% decline year‑over‑year, driven by a 12% drop in streaming‑related sales. Linear and other revenue rose 6.6% to $112.5 million, partially offsetting the shortfall. The operating loss narrowed dramatically to $4.7...
Golden Goose ‘More Excited than Ever’ After Positive Earnings
Golden Goose reported FY25 revenue of €734 million, a 15% year‑on‑year rise, driven by a 21% surge in direct‑to‑consumer sales that now represent 81% of total revenue. The brand added 17 new stores, bringing its global footprint to 232 locations, with...
MDB Beats Estimates, ASTS Soars; Mixed Earnings Across Sector
$MDB — EPS $1.65 beat $0.92 est. Rev $695M beat $668M est (+27% YoY). FY27 guide $2.86-2.90B. CRO & Pres Field Ops leaving. -24% AH. $ASTS — Rev $54.3M beat $41M est (+2,731% YoY). EPS -$0.26 missed -$0.19. $1.2B contracted rev....
VSNT Q4: Lower Dividend, $1B Repo Boost, Upside Potential
Just gonna repost this $VSNT thread alongside the 4Q25 results. Dividend a bit lower than I expected ($0.375, ~4.5% yield on close), $1B repo authorization is a nice carrot tho. ST upside from staying below R2K incl. threshold by 4/30 rank day. IR...
908 Devices Inc (MASS) Q4 2025 Earnings Call Transcript
908 Devices reported Q3 2025 revenue of $14 million, a 4% year‑over‑year decline but an 8% sequential increase, driven largely by FTIR‑based Explorer devices. Adjusted EBITDA loss narrowed to $1.8 million, a 53% quarter‑over‑quarter improvement, marking the smallest loss since the company...
VSNT Beats Forecast, Launches $1B Buyback at 21% Market Cap
$VSNT right out of the gate beats revs and EBITDA with a new $1B buyback - which is 21% of its market cap.
Warner Bros. Discovery Reopens Discovery+ Subscriptions Globally
WBD Q4 FY25 call: "If you remember back when we merged into Warner Bros. Discovery, we were trying to shut down Discovery Plus. The fact of the matter is we still have millions of viewers... We have already opened up...
Superior Group of Companies Inc (SGC) Q4 2025 Earnings Call Transcript
Superior Group of Companies (SGC) posted Q4 2025 results showing Branded Products revenue falling to $85 million, an 8% YoY decline, while SG&A expenses dropped 7% to $48 million, keeping the SG&A ratio flat at 35%. Net income rose to $2.7 million sequentially...
Quantum-Si Inc (QSI) Q4 2025 Earnings Call Transcript
Quantum‑Si reported Q4 2025 revenue of $0.5 million and full‑year revenue of $2.4 million, while cutting GAAP operating expenses to $21.2 million and adjusted expenses to $18.3 million. The company ended 2025 with $215.8 million in cash, supporting operations through 2028. Management announced a $425,000...
Advantage Solutions Inc (ADV) Q4 2025 Earnings Call Transcript
Advantage Solutions reported Q4 2025 revenue of $785 million, a 3% YoY increase, driven by Experiential Services growth while Branded and Retailer Services lagged. The company refinanced debt to 2030, paying down $90 million and extending maturities, and sold three non‑core businesses...
B&G Foods Inc (BGS) Q4 2025 Earnings Call Transcript
B&G Foods reported Q4 2025 net sales of $539.6 million, a 2.2% decline, while posting a $15.2 million net loss driven by non‑cash impairment charges. The company completed the sale of its Green Giant U.S. frozen business for $63.2 million and secured a...
Crexendo Inc (CXDO) Q4 2025 Earnings Call Transcript
Crexendo Inc. reported a flat production outlook for 2026 while front‑loading 60% of its annual capital expenditures in the first half of the year, giving it flexibility to accelerate drilling if market conditions improve. The company highlighted a deep Utica...
Autozone Inc (AZO) Q2 2026 Earnings Call Transcript
AutoZone Inc. (AZZ) posted Q2 2026 sales of $417.3 million, up 2%, driven by a 10.8% surge in its Metal Coatings segment. Adjusted EPS rose 13.1% to $1.55, while operating cash flow increased 23% to $58.4 million. The company trimmed net leverage...
Oxford Square Capital Corp (OXSQ) Q4 2025 Earnings Call Transcript
Oaktree Specialty Lending Corp reported adjusted net investment income of $36.1 million ($0.41 per share) for the quarter, a modest rise from the prior period. New funded investments surged 42% to $314 million, expanding the fair‑value portfolio to $2.95 billion with a weighted‑average...
GitLab Inc (GTLB) Q4 2026 Earnings Call Transcript
GitLab reported record annual recurring revenue (ARR) surpassing $1 billion and full‑year revenue of $955 million, a 26% increase year over year. The fiscal fourth quarter delivered $260 million in revenue, 23% growth, and a non‑GAAP operating margin of 20.5%, beating guidance. Management...
Marex Group PLC (MRX) Q4 2025 Earnings Call Transcript
Marex Group reported record Q2 2025 adjusted profit before tax of $106 million, up 16% year‑over‑year, as revenue climbed 18% to $500 million. Strong performance was driven by a 59% surge in agency and execution revenue and an 80% jump in securities revenue,...
Evolus Inc (EOLS) Q4 2025 Earnings Call Transcript
Evolus Inc. reported fourth‑quarter 2025 net revenue of $90.3 million, a 14% year‑over‑year increase, and full‑year revenue of $297.2 million, marking a sixth consecutive double‑digit growth year. Jeuveau drove the bulk of sales, achieving over 14% U.S. market share, while the newly...
Fuel Tech Inc (FTEK) Q4 2025 Earnings Call Transcript
Fuel Tech Inc (FTAI) reported a breakout 2025, with aerospace products generating $195 million adjusted EBITDA in Q4—a 66% year‑over‑year rise—and full‑year company EBITDA reaching $1.2 billion, up 38%. The Strategic Capital Initiative I secured $2 billion in equity and $6 billion total capital,...
WEYCO Group Inc (WEYS) Q4 2025 Earnings Call Transcript
WEC Energy Group reported adjusted 2025 earnings of $5.27 per share, an 8% increase year‑over‑year, after excluding a $0.46 per‑share settlement charge in Illinois. Strong weather and a favorable Wisconsin rate review added $1.09 to earnings, while the company announced...
Gran Tierra Energy Inc (GTE) Q4 2025 Earnings Call Transcript
Gran Tierra Energy reported Q4 2020 production of roughly 23,000 barrels of oil per day while sharply curbing costs, cutting operating expenses 39% to $145 million. The company achieved a 133% proved‑developed‑producing reserve replacement ratio and a 1P net present value...
Neuropace Inc (NPCE) Q4 2025 Earnings Call Transcript
NeuroPace reported fourth‑quarter 2025 revenue of $26.6 million, a 24% year‑over‑year increase driven primarily by a 26% rise in RNS system sales to $22.4 million. Gross margins improved to 77.4% overall and 80.5% for the RNS product, while operating expenses grew slower...