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.
Xperi Surpasses Street Expectations On Q4 Results
Xperi Corp. reported fourth‑quarter results that topped Wall Street revenue forecasts, marking a notable beat against consensus estimates. CEO Jon Kirchner highlighted that 2025 saw the company hit key milestones across its core franchises, including DTS AutoStage, TiVo, and HD Radio. The stronger top line reflects robust demand for the firm’s licensing and automotive audio solutions. Management signaled confidence that the momentum will carry into the next fiscal year as it pursues its long‑term growth agenda.
Snowflake Posts 30% Revenue Surge, Record Bookings
Snowflake prints 30% revenue growth and record bookings momentum $SNOW delivered Q4 revenue of $1.28B (+30% YoY) with product revenue at $1.23B (+30%) and EPS of $0.32, beating estimates by 23%. Growth is re-accelerating at scale. RPO climbed to $9.77B (+42%), billings...
Nvidia's Obligations Surge, Raising Structural Risk
Short Thought: Nvidia Ratchets Up the Risk Michael BurryFeb 26 Welcome to one short thought. Just going through the Nvidia numbers. I would like to highlight for you one specific aspect of their financials that I find troubling. The 2026 Form 10K...
Nvidia’s Comments on Supplies for Gaming Chips: Tight for a Couple of Quarters
Nvidia CFO Colette Kress told analysts that the current shortage of graphics chips and cards for gaming rigs will persist for the next few quarters. The tight supply stems from Nvidia’s aggressive allocation of fab capacity to higher‑margin AI accelerators....
Record Dividend Amid Profit Dip Raises Order Book Questions
Velesto Energy just reported a profit dip for FY25, yet they are paying out the highest dividend in the company's history. Is the RM1.3 billion order book enough to offset lower rig utilization and declining charter rates? Here is the breakdown of...
Nvidia's Strong Earnings and Outlook Discussed Live
Look forward to discussing Nvidia’s robust earnings and guidance on @BloombergTV with @lisaabramowicz1 @FerroTV @annmarie at 7:15 am
Better Collective Posts Record EBITDA Amid Revenue Headwinds
Better Collective reported Q4 2025 revenue of €94.3 million, a 2% YoY decline but flat in constant currencies, while achieving a record quarterly EBITDA before special items of €37 million (39% margin), beating consensus. Full‑year revenue fell 9% to €337 million and EBITDA...
Cettire in the Red Amid Weak US Performance, Shares Plunge
Cettire reported a first‑half fiscal loss of $1.1 million, reversing a $4.7 million profit from the prior year, as US tariff changes and soft luxury demand hit sales. Revenue slipped 2.8% to $382.8 million, while adjusted EBITDA fell 28% to $8.7 million. Excluding the...
HKEX 2025 Full Year Results
HKEX reported record 2025 results, with revenue of HK$29.2bn, a 30% increase year‑on‑year, and profit of HK$17.8bn, up 36%. The exchange reclaimed its position as the world’s top IPO venue, raising HK$286.9bn from 119 listings, and posted record trading volumes...
CTV Fueled Magnite’s Q4 Growth As Display Falters
Magnite reported Q4 revenue of $205 million, a 6% year‑over‑year increase, driven largely by its fast‑growing connected‑TV (CTV) segment. While the DV+ platform’s display revenue grew modestly 4% to $101.5 million, CTV revenue surged 32% to $93.6 million, representing 48% of the quarter’s...
NVDA Guidance Shows AI Market Still in Early Stage
$NVDA Three takeaways on Pressure Points: 1. The stock being down 1% underscores that investors’ long term growth concerns remain. 2. The fundamentals and outlook came in better than elevated whisper numbers. 3. Most importantly, the guidance reinforces just how early we are...
Terawulf Inc (WULF) Q4 2025 Earnings Call Transcript
Terawulf Inc. reported a transformative 2025, shifting from Bitcoin mining to a power‑backed high‑performance computing (HPC) platform. Revenue rose 20% to $168.5 million, driven by $12.8 billion of credit‑enhanced HPC lease contracts and $6.5 billion of new financing. Adjusted HPC margin reached 77%...
Brinks Co (BCO) Q4 2025 Earnings Call Transcript
Fortune Brands Innovations (FBIN) announced a CEO transition, with board member Amit Banati taking over from Nicholas Fink in May, while Chair Susan Kilsby will act as interim CEO. 2025 total sales slipped 3% to $4.5 billion and operating income fell...
Ecovyst Inc (ECVT) Q4 2025 Earnings Call Transcript
Ecovyst reported Q2 2025 Ecoservices sales of $176 million, a 14% year‑over‑year increase driven by higher sulfur pass‑throughs and the newly acquired Wagaman site. Adjusted EBITDA reached just under $56 million, surpassing the top end of its non‑GAAP guidance. The company closed...
DENTSPLY SIRONA Inc (XRAY) Q4 2025 Earnings Call Transcript
Dentsply Sirona reported Q4 2025 revenue of $961 million, a 6.2% reported increase and 2.5% constant‑currency growth, while adjusted EBITDA margin slipped to 14.1%. The company recorded a $144 million non‑cash goodwill impairment and discontinued its $128 million annual dividend to prioritize debt...
Goldman Sachs BDC Inc (GSBD) Q4 2025 Earnings Call Transcript
Goldman Sachs reported a 27% rise in annual earnings per share to $51.32, driven by record $41.5 billion global banking revenue and strong performance across investment banking, FICC, equities, and asset‑wealth management. Return metrics improved, with quarterly ROE at 16% and...
Alpha Teknova Inc (TKNO) Q4 2025 Earnings Call Transcript
Alpha Teknova reported Q4 2025 revenue of $10.5 million, a 9% year‑over‑year increase and the fifth consecutive quarter of growth, driven primarily by its Lab Essentials catalog line. Lab Essentials revenue rose 16% to $8.3 million, while Clinical Solutions revenue slipped 13%...
Hudson Pacific Properties Inc (HPP) Q4 2025 Earnings Call Transcript
Hudson Pacific Properties reported a transformative 2025, completing roughly $330 million of strategic asset sales and over $2 billion of capital transactions that doubled its liquidity to $934 million. The REIT reduced net debt by 22%, improved its debt‑to‑book ratio to 31.9%, and...
Purecycle Technologies Inc (PCT) Q4 2025 Earnings Call Transcript
PureCycle Technologies reported Q4 2025 revenue of $2.7 million, marking a fourth consecutive quarter of sequential growth, while achieving record production at its Denver (14 million lb processed) and Ironton (7.5 million lb produced) facilities. The company reduced feedstock procurement costs by $0.06 per pound,...
PubMatic Inc (PUBM) Q4 2025 Earnings Call Transcript
PubMatic reported a 9% year‑over‑year revenue increase for 2024, with underlying Q4 growth of 16% after excluding a DSP‑related headwind and political ad boost. CTV surged to 20% of quarterly revenue, more than doubling its share, while adjusted EBITDA margin...
Compass Inc (COMP) Q4 2025 Earnings Call Transcript
Compass reported a 25.9% year‑over‑year revenue increase in Q4 2024 and generated $16.7 million of adjusted EBITDA, rising to $20.9 million when excluding Christie's acquisition costs. The broker added 669 principal agents in the quarter, boosting its net principal agent count by...
ACM Research Inc (ACMR) Q4 2025 Earnings Call Transcript
Amkor Technology reported Q4 2025 revenue of $1.89 billion, up 16% year‑over‑year, and EPS of $0.69, beating the top end of guidance. Full‑year revenue reached $6.7 billion, a 6% increase, with advanced packaging revenue setting a new record after a 7% rise....
Qnity Electronics Inc (Q) Q4 2025 Earnings Call Transcript
Sequans Communications reported Q4 2025 revenue of $7 million, a 72.6% sequential rise driven primarily by product shipments, and closed the year with $27.2 million in total revenue (about $20 million on an adjusted basis). Gross margin was 37.7% (about 43% excluding inventory...
Elastic NV (ESTC) Q3 2026 Earnings Call Transcript
Elastic N.V. reported Q3 fiscal 2026 revenue of $450 million, up 18% year‑over‑year, and a non‑GAAP operating margin of 18.6%. The company’s current remaining performance obligations (CRPO) surpassed $1 billion for the first time, indicating strong forward visibility. AI‑related usage expanded,...
ICF International Inc (ICFI) Q4 2025 Earnings Call Transcript
ICF International reported Q3 2025 revenue of $465.4 million, a 10% YoY decline driven primarily by a 29.8% drop in federal contract earnings amid a government shutdown. Non‑federal segments, especially commercial energy, offset some weakness, posting 24% revenue growth and...
MSC Income Fund Inc (MSIF) Q4 2025 Earnings Call Transcript
MSCI Inc. reported double‑digit organic revenue growth of over 10% in Q4 2025, accompanied by adjusted EBITDA up more than 13% and adjusted EPS rising nearly 12% quarter‑over‑quarter. The company’s subscription run rate topped $3.3 billion, driven by an 18% surge...
OPKO Health Inc (OPK) Q4 2025 Earnings Call Transcript
OPKO Health reported a $369 million cash position for Q4 2025, driven by asset sales, BARDA funding and partnership payments. The company repurchased 34.6 million shares for $47 million and allocated $109 million to stock and convertible note buybacks. Diagnostics revenue dropped to $71.1 million, but...
Morgan Stanley Direct Lending Fund (MSDL) Q4 2025 Earnings Call Transcript
Morgan Stanley delivered record 2025 results, posting $70.6 billion in total revenue and a historic $10.21 earnings per share. Total client assets rose to $9.3 trillion, while wealth management generated $31.8 billion in revenue and attracted $356 billion of net new assets. The firm’s...
Progyny Inc (PGNY) Q4 2025 Earnings Call Transcript
Progyny reported record fiscal 2025 revenue of $1.29 billion, a 10% increase year‑over‑year, and adjusted EBITDA of $222 million, both surpassing guidance midpoints. Operating cash flow rose 17% to $210 million, while gross margin improved by nearly 200 basis points due to care‑management...
OrthoPediatrics Corp (KIDS) Q4 2025 Earnings Call Transcript
PolyPid announced successful completion of the Phase III SHIELD II trial, with D‑PLEX100 achieving its primary and key secondary endpoints and demonstrating a meaningful reduction in surgical site infections. The FDA provided written support for a rolling NDA review, and the company...
PRA Group Inc (PRAA) Q4 2025 Earnings Call Transcript
PRA Group reported record financial results for 2025, with estimated remaining collections (ERC) reaching $8.6 billion, cash collections $2.1 billion and revenue $1.2 billion, all new highs. Portfolio purchases totaled $1.2 billion, matching its target and driving higher purchase‑price multiples in both the U.S....
Ligand Pharmaceuticals Inc (LGND) Q4 2025 Earnings Call Transcript
Ligand Pharmaceuticals reported a breakout 2025, delivering $268 million total GAAP revenue and $240 million core revenue, driven by a 48% surge in royalty income. Adjusted earnings per share rose 42% to $8.13, surpassing guidance by more than 30%, while cash and...
TriMas Corp (TRS) Q4 2025 Earnings Call Transcript
TriMas Corp reported third‑quarter 2025 net sales of $269 million, a 17% year‑over‑year increase driven by 16% organic growth and strong aerospace performance. Operating profit rose 34% to $30.3 million and adjusted EBITDA climbed 25% to $48 million, while adjusted EPS jumped 42%...
Xponential Fitness Inc (XPOF) Q4 2025 Earnings Call Transcript
Xponential Fitness reported Q3 2025 adjusted EBITDA of $33.5 million, up 9% year‑over‑year, with a margin expanding to 42%. Consolidated revenue slipped 2% to $78.8 million, driven by a 49% plunge in equipment sales and softer merchandise demand. Franchise revenue rose 17%...
Papa John's International Inc (PZZA) Q4 2025 Earnings Call Transcript
Papa John’s reported a 1% drop in global system‑wide sales for Q4 2025, with North America comparable sales falling 5% while international markets rose 6%, led by a 7% gain in the UK. Total revenue slipped 6% to $498 million and...
Perrigo Company PLC (PRGO) Q4 2025 Earnings Call Transcript
Perrigo reported a 4.4% decline in organic net sales for the quarter, driven by softness in global OTC and its infant formula and oral‑care businesses under review. Despite the downturn, the company gained 90 basis points of US store‑brand OTC...
DoubleVerify Holdings Inc (DV) Q4 2025 Earnings Call Transcript
DoubleVerify reported a 15% year‑over‑year revenue increase to $657 million in 2024, driven by double‑digit growth across measurement, activation and a 25% surge in supply‑side revenue. The company recorded a record $8.3 trillion in billable media transactions and delivered a 33% adjusted...
MDxHealth SA (MDXH) Q4 2025 Earnings Call Transcript
MDxHealth reported Q4 2025 revenue of $29.5 million, a 19% year‑over‑year increase, driven primarily by a 128% surge in liquid‑based test volume. Gross profit rose 20% to $18.7 million, while operating loss widened to $5.3 million and net loss expanded...
Organogenesis Holdings Inc (ORGO) Q4 2025 Earnings Call Transcript
Organogenesis Holdings posted a record fourth‑quarter 2025, delivering $225.1 million in net product revenue, a 78% year‑over‑year increase driven largely by an 83% surge in advanced wound‑care sales. Gross profit rose to 78% of revenue and GAAP operating income jumped 519%...
Concentra Group Holdings Parent Inc (CON) Q4 2025 Earnings Call Transcript
Concentrix reported fourth‑quarter 2025 revenue of $2.55 billion, a 3.1% constant‑currency increase that exceeded the high end of guidance. Non‑GAAP operating income rose to $323 million with a 12.7% margin, and adjusted free cash flow reached $626 million for the year, up 32%,...
Hagerty Inc (HGTY) Q4 2025 Earnings Call Transcript
Hagerty Inc. reported Q3 2025 revenue of $380 million, an 18% year‑over‑year increase, propelled by 16% written‑premium growth and strong State Farm policy conversions. Operating profit jumped 240% to $34 million, lifting margins to 9% and net income to $46 million, a 143%...
Compania De Minas Buenaventura SAA (BVN) Q4 2025 Earnings Call Transcript
Compania de Minas Buenaventura reported Q2 2025 EBITDA of $130 million and net income of $91 million, driven by a 28% rise in copper output while silver and gold fell 11% and 17% respectively. The San Gabriel project reached 88% completion with $82 million CapEx...
Vistance Networks Inc (VISN) Q4 2025 Earnings Call Transcript
Vistance Networks completed the CCS divestiture to Amphenol, using the proceeds to retire all debt, redeem preferred equity and declare a $10‑per‑share special cash distribution. The company posted a 40% jump in full‑year net sales to $1.93 billion, with Q4 core...
PAR Technology Corp (PAR) Q4 2025 Earnings Call Transcript
PAR Technology reported Q4 2025 revenue of $120.1 million, up 14% year over year, driven by strong subscription services and modest hardware growth. Annual recurring revenue reached $315.4 million, a 15% organic increase, with subscription revenue representing 63% of total. The company...
USA TODAY Co Inc (TDAY) Q4 2025 Earnings Call Transcript
USA TODAY Co. reported Q4 2025 revenue of $585 million, down 5.8% year‑over‑year, while adjusted EBITDA rose 16.6% to $91.1 million, marking its strongest profitability in four years. Digital revenues hit an all‑time high, representing 47% of total revenue and driving a...
Zscaler Inc (ZS) Q2 2026 Earnings Call Transcript
Zscaler reported Q1 FY2026 revenue of $788 million, a 20% year‑over‑year increase, and annual recurring revenue (ARR) surpassing $3.2 billion, up 26% YoY. AI‑security ARR exceeded its $400 million target three quarters early, growing over 80% and is projected to top $500 million by...
Fortrea Holdings Inc (FTRE) Q4 2025 Earnings Call Transcript
Fortrea Holdings posted fourth‑quarter 2025 revenue of $660.5 million, a 5.2% year‑over‑year decline, while full‑year revenue rose modestly 1% to $2.723 billion. Adjusted EBITDA fell to $54 million in Q4 but the full‑year $189.9 million remained near the top of guidance, supported by aggressive...
Cytek Biosciences Inc (CTKB) Q4 2025 Earnings Call Transcript
Cytek Biosciences reported Q3 2025 revenue of $52.3 million, a modest 2% year‑over‑year increase driven by strong APAC growth and expanding recurring service and reagent streams. The company posted a net loss of $5.5 million and adjusted EBITDA of $2.5...
Solventum Corp (SOLV) Q4 2025 Earnings Call Transcript
Solventum Corp reported Q4 FY2025 results, posting 3.5% organic sales growth and $2.0 billion in revenue, though reported sales fell 3.7% because of the Purification & Filtration divestiture and the Acera acquisition. Gross margin slipped to 53.5% and adjusted operating income...
Relay Therapeutics Inc (RLAY) Q4 2025 Earnings Call Transcript
Heron Therapeutics reported full‑year 2025 net product sales of $155 million and adjusted EBITDA of $14.7 million, surpassing its guidance. Acute Care drove growth, with ZYNRELEF revenue up 48% YoY and the franchise expanding 57% overall, helped by the CrossLink IGNITE incentive program,...