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.
Charter’s Video Sub Gains Fuel Earnings Optimism
Charter Communications reported its first quarterly video subscriber increase since 2020, adding roughly 44,000 net video customers in Q4 2025. The gain sparked optimism on earnings calls at Nexstar, Sinclair and AMC Networks, which highlighted the role of bundled over‑the‑top (OTT) services and new skinny packages. Executives noted that integrating smaller direct‑to‑consumer platforms into traditional pay‑TV bundles appears to be stabilizing subscriber trends. Charter, however, warned the uptick may be a one‑time event rather than a sustained reversal of long‑standing churn.
Pacira Biosciences Inc (PCRX) Q4 2025 Earnings Call Transcript
Pacira BioSciences reported a record $726 million in total 2025 revenue and an all‑time high non‑GAAP gross margin of 80%, driven by growth in its flagship product EXPAREL. EXPAREL sales rose 7% year‑over‑year to $155.8 million, though the increase was partially offset...
Monster Beverage Corp (MNST) Q4 2025 Earnings Call Transcript
Monster Beverage reported record fourth‑quarter net sales of $1.81 billion, a 4.7% year‑over‑year increase and 7.8% on a currency‑neutral basis. Gross profit margin rose to 55.3% (55.5% excluding alcohol‑brand inventory reserves), while operating income fell 12.2% to $381.2 million due to a...
Sempra (SRE) Q4 2025 Earnings Call Transcript
Sempra reported adjusted Q3 2025 EPS of $1.11, a 25% year‑over‑year rise, while GAAP earnings fell to $0.12 per share because of a $514 million non‑recurring tax charge. The company reaffirmed its 2025‑2026 adjusted EPS guidance and highlighted a $10 billion sale...
MidCap Financial Investment Corp (MFIC) Q4 2025 Earnings Call Transcript
MidCap Financial Investment Corp reported Q4 2025 GAAP net income of $54.3 million ($0.42 per share) and distributable earnings of $27.8 million ($0.27 per share). The REIT acquired $1.9 billion of loans and securities, expanding its Agency MBS portfolio by over 50% and...
CABO At Our Deadline
Cable One reported a Q4 2025 decline of 10,700 residential data subscriptions and revenue falling to $363.7 million, down from $387.2 million a year earlier. CFO Todd Koetje noted modest improvements in disconnect rates but said they remain unsatisfactory. The...
Wolverine World Wide Inc (WWW) Q4 2025 Earnings Call Transcript
Wolverine World Wide reported full‑year 2025 revenue of $1.874 billion, a 7% increase, and adjusted EPS of $1.35, up 53% year‑over‑year. Gross margin expanded to 47.3% driven by lower supply‑chain costs and tariff mitigation, while net debt fell $81 million to $415 million....
Autodesk Inc (ADSK) Q4 2026 Earnings Call Transcript
Autodesk reported fiscal 2025 fourth‑quarter revenue up 12% year‑over‑year and billings rising 24%, surpassing the top end of its guidance despite foreign‑exchange headwinds. Margins improved, with GAAP operating margin reaching 22% and non‑GAAP margin 37%, while free cash flow hit...
CubeSmart (CUBE) Q4 2025 Earnings Call Transcript
CubeSmart reported fourth‑quarter 2025 FFO of $0.65 per share, with same‑store revenue slipping 1% and occupancy easing to 89.9%. Move‑in rates rose 2.5% year‑over‑year, marking the first positive growth since Q1 2022, while churn held steady at 4‑5% monthly. The REIT...
Vericel Corp (VCEL) Q4 2025 Earnings Call Transcript
Vericel Corp. reported record third‑quarter revenue of $67.5 million, driven by a 25% jump in MACI sales to $55.7 million and a 21% rise in burn‑care revenue. Margin expansion outpaced top‑line growth, with adjusted EBITDA climbing 70% to $17 million and gross profit...
Applied Optoelectronics Inc (AAOI) Q4 2025 Earnings Call Transcript
Applied Optoelectronics reported $103 million in Q2 2025 revenue, matching its guidance and showing modest sequential growth. Gross margin held at 30.4%, in line with the forecast, while a non‑GAAP loss of $0.16 per share missed the targeted loss range due to...
Warby Parker Inc (WRBY) Q4 2025 Earnings Call Transcript
Warby Parker reported FY2024 revenue growth exceeding 15% and a 40% jump in adjusted EBITDA, driven by its strongest Q4 growth since 2021. The company opened 41 new stores in 2024, expanded its insurance network to over 30 million in‑network lives,...
Seer Inc (SEER) Q4 2025 Earnings Call Transcript
Thryv Holdings reported a 34% year‑over‑year increase in SaaS revenue, reaching $461 million for the full year, while SaaS adjusted EBITDA hit $73.8 million. The company highlighted the strategic impact of its Keap acquisition and the rapid growth of its Marketing Center,...
AI Token Demand Will Drive $700B Compute Surge
The final question of the call turned into a 7-minute Jensen manifesto on how growth can continue. $NVDA My take: It passed the sniff test. Here’s the play-by-play: Goldman asked if Jensen still feels good about growth accelerating beyond the April quarter. Jensen...
Nvidia Has Another Record Quarter Amid Record Capex Spends
Nvidia posted a record $68 billion quarter, a 73% year‑over‑year increase, driven largely by its data‑center business. Data‑center revenue reached $62 billion, split between $51 billion in compute and $11 billion in networking products, pushing full‑year revenue to $215 billion. The company still reports no...
Steve Madden Won’t Give Profit Guidance as Planned Due to Supreme Court Tariff Ruling
Steve Madden announced it will not issue profit guidance for 2026 after the U.S. Supreme Court invalidated President Trump’s emergency‑powers tariffs. The ruling introduced significant uncertainty around trade costs, prompting CEO Edward Rosenfeld to postpone the company’s full financial forecast....
CEO Remains Bullish as Shares Plunge 70%
"The best days of @TheTradeDesk are ahead of us. I want to thank our employees, our clients, and our Partners for their trust and support throughout 2025. I am as confident as I have ever been in the opportunity in...
Carriage Services Announces Strong Fourth Quarter and Full Year 2025 Results and Issues 2026 Guidance
Carriage Services reported a strong fourth quarter and full‑year 2025, with GAAP diluted EPS jumping 55% to $3.25 and adjusted EPS up 21% to $3.20. Total revenue rose 3.3% year‑over‑year to $417.4 million, driven by higher funeral contract volume and a...
SEACOR Marine Announces Fourth Quarter 2025 Results
SEACOR Marine reported fourth‑quarter 2025 operating revenues of $52.3 million, a 25% decline from the same period last year, and posted an operating loss of $5.2 million. Direct vessel profit fell to $9.7 million and net loss narrowed to $14.6 million, or $0.57 per...
Power Generation Lifts Meralco’s 2025 Profit by 12%
Manila Electric Co. (Meralco) posted a record 2025, with consolidated core net income rising 12% to P50.57 billion, surpassing its P50 billion profit target. The boost came primarily from its power‑generation arm, which grew its share of profit to 33% and contributed...
Nvidia's Explosive Q Growth Sparks Derivative Buying Interest
A great $NVDA Q with TR up 73%, DC growth up 75%, Compute up 58%, Networking growth up 72%. Only issue is it is well owned and sell side buys at 78%. Who is the incremental buyer? ...
Nvidia Blows Away Estimates
Nvidia reported fourth‑quarter results that dramatically outpaced Wall Street expectations, posting $30.1 billion in revenue and GAAP earnings per share of $2.70. The numbers represent a 45% jump in data‑center sales, propelled by soaring demand for its AI‑focused GPUs. The earnings...
Kneat Achieves Record Revenue for Fourth Quarter and Full Year 2025
Kneat reported record Q4 2025 revenue of $17.0 million, a 24% increase year‑over‑year, and total 2025 revenue of $63.3 million, up 29%. SaaS sales surged 29% in the quarter and 33% for the full year, pushing annual recurring revenue to $74.1 million. Adjusted...
DIRTT Reports Fourth Quarter 2025 Financial Results and Provides 2026 Guidance
DIRTT Environmental Solutions reported fourth‑quarter 2025 revenue of $50.9 million, a 4 % year‑over‑year increase, and adjusted EBITDA of $6.2 million, aligning with its guidance range. The quarter posted a net loss of $3.7 million after one‑time lease impairment and higher reorganization costs, while...
Q4 2025 Earnings Conference Call Recaps: Lowe’s (LOW)
Lowe’s reported Q4 2025 comparable sales growth of 1.3% and full‑year revenue of $86.3 billion, beating EPS expectations. Management forecast 2026 comparable sales flat to a modest 2% increase, citing a roughly flat home‑improvement market. Elevated mortgage rates and a lock‑in...
Salesforce Forecasts Record FY27 Growth, AI Agent Hub
We just closed FY26, the biggest year in Salesforce history, and favor FY27 Guidance ! 🚀 FY27 Guidance: $46.2B revenue, 34.3% Non-GAAP Operating Margin, 20.9% GAAP Operating Margin - $41.5B revenue (+10% Y/Y) - 34.1% Non-GAAP (+110 bps y/y) & 20.1% GAAP operating...
Stantec Reports Record 2025 Results, Achieves 17.6% Adjusted EBITDA Margin, Increases Dividend by 8.9%, and Provides 2026 Outlook
Stantec posted record 2025 results, delivering $6.5 billion in net revenue, a 10.7% year‑over‑year increase, and an adjusted EBITDA of $1.14 billion, lifting its margin to a record 17.6%. Diluted earnings per share rose 19.9% to $4.20, while operating cash flow jumped...
AI's Disruption Will Multiply Productivity, Reduce Workforce
The central takeaway from $NVDA's results and April guidance: The most knowledgeable companies in the world when it comes to building AI increasingly believe it will be wildly disruptive. What does "disruptive" mean? It will be messy. Productivity per knowledge worker...
A Mixed Q4 Finish That Beats The Street For Scripps
The E.W. Scripps Co. posted Q4 2025 revenue that topped consensus estimates, driven by tighter expense discipline and lower restructuring costs. Despite the top‑line beat, the company recorded a net loss, with local‑media advertising revenue falling sharply. Scripps has delayed...
Paramount Says Warner Bros. Discovery Would Be “Accelerant” To Its Goals as It Reports Earnings
Paramount Skydance reported fourth‑quarter revenue of $8.14 billion, a 2% increase year‑over‑year, but posted a $339 million operating loss. Direct‑to‑consumer revenue rose 10% while Paramount+ grew 17% to $1.8 billion and 78.9 million subscribers. CEO David Ellison framed a potential merger with Warner Bros. Discovery as...
Q4 2025 Earnings Conference Call Recaps: CAVA (CAVA)
CAVA reported its first $1 billion in annual revenue, supported by 439 locations across 28 states. Full‑year revenue grew 22.5% while same‑restaurant sales rose 4%, though Q4 comps slipped to 0.5%. Management guided 2026 same‑restaurant sales of 3‑5% and highlighted a...
Nordex Achieves Record Figures in Q4/2025 - Share Jumps 19 Percent to Over €41
Nordex SE posted record Q4 2025 results, with order intake rising 9.2% to €3.2 billion and revenue up 16% to €2.5 billion. EBITDA surged to €307 million, delivering a 12.1% margin, while net profit jumped to €184 million. Full‑year 2025 figures also broke records,...
United Unveils Newly Partnered Soft Mist Inhaler; Mannkind Sinks
United Therapeutics announced a partnership to launch a soft‑mist inhaler, targeting more efficient pulmonary drug delivery for its pipeline. The collaboration marks a strategic pivot away from traditional propellant‑based devices and positions United in the growing soft‑mist market. Investors reacted...
Walmart: Supply Chain Spending Set to ‘Peak’ Next 2 Years, CEO Says
Walmart’s CEO John Furner said the retailer’s supply‑chain capital spending will likely peak this year and next, as automation projects accelerate. Twenty‑three of its 42 U.S. distribution centers are being retrofitted with robotics, and similar initiatives are beginning abroad. About...
Broker’s Call: CIE Automotive (Add)
CIE Automotive reported Q4 CY25 consolidated revenue of ₹2,390 crore, in line with consensus, while its adjusted EBITDA margin rose to 15.4%, beating the estimate by 60 basis points. India revenue grew 12% YoY to ₹1,540 crore, outpacing the domestic market, whereas...
Internet Rewrites Economy with Blockchains, Stablecoins, Agentic Computing
The Internet is rebuilding the economic system; its being built on blockchains, stablecoins and agentic computing. 2025 was a milestone year for @Circle and our industry, and still just the outset of these megatrends that will drive enormous change...
NVDA's Modest Rise Shows We’re Still in Inning Two
$NVDA is now up only 0.6%, compared to 2.5% when the call began. One reason for the drift: the call is missing the usual "early innings" table pounding message. Jensen is leading with data over his typical bombardment of bullish...
TIM Starts 'Second Journey' After Situation Normal Is Achieved, Says CEO
Telecom Italia (TIM) confirmed it hit full‑year FY25 guidance for the fourth consecutive year, marking an unprecedented streak in its recent history. CEO Pietro Labriola highlighted that the new governance structure has delivered operational discipline, strategic consistency and financial predictability....
Nvidia Hints at Expanded OpenAI Tie, Meta's AMD Pivot
Jensen takes the mic for three minutes: OpenAI: Confirmed they are nearing an expanded partnership (following reports of a $30B+ equity stake). Meta: Says things are "going well," though avoided addressing Meta’s recent pivot to AMD for certain workloads. Then turned it over...
AI's Rapid Rise Validates Agents; NVDA Results Expected
AI is accelerating faster than people not using these tools can grasp. Those building with agents today are not surprised by the $NVDA results and guidance.
UWMC Lifts 2025 Revenue but Trails Prior-Year Profit Peak
United Wholesale Mortgage’s parent, UWM Holdings, posted 2025 revenue of $3.16 billion, up from the prior year, driven by a record $163.4 billion in loan originations and higher gain‑on‑sale margins. Net income fell to $244 million, reflecting a $435 million mortgage‑servicing‑rights markdown and a...
NVDA Beats Expectations, AI Infrastructure Trade Surges 79% YoY
The AI Infrastructure Trade is alive and well. The bar was high going into $NVDA earnings. Most investors were expecting the high end of the April revenue guide would imply around 70% yy growth. The actual guide high end implies...
Nvidia's Guide Targets 79% YoY Revenue Growth
$NVDA gave a monster guide. High end of April quarter revenue guide implies 79% y/y growth vs. Street at 64%.
Ahead of Earnings, Is London Stock Exchange Group a Buy, Sell or Hold?
London Stock Exchange Group (LSEG) will publish its Q4 2025 earnings on February 26, with analysts zeroing in on annual subscription‑value growth, 2026 guidance, and the impact of Elliott Investment’s stake. Morningstar’s fair‑value model places the stock at GBX 11,200, assuming a 5%...
Navigating Nvidia’s AI Earnings and the Software ‘Ghost Trade’
Great to be on @CNBCTheExchange with @KellyCNBC discussing what to expect from Nvidia and the Godfather of AI Jensen and Nvidia with tonight’s key earnings. Also walking thru the “AI Ghost Trade” black cloud over the software sector and how...
Bay Area's Tech Boom Fuels Essex Growth Through 2026
Here are some highlights from Essex's (major West Coast apartment REIT) recent earnings call: 1) The Bay Area remains a bright spot for Essex, driven by tech jobs plus limited housing supply. Essex expecting same for 2026. https://t.co/bENUiyzAc3
AMC Is Closing More Theaters: List of Doomed Cinema Locations Will Grow in 2026 as Meme Stock Craze Sputters
AMC Entertainment announced it will continue closing more theaters than it opens, citing a weak financial outlook. Q4 2025 revenue slipped to $1.28 billion, a 1.4% decline, while global attendance fell nearly 10% to 56.3 million. U.S. attendance dropped 7.5% and international attendance...
Revenue Inches up as eXp Focuses on Efficiency, Agent Retention
eXp World Holdings reported full‑year 2025 revenue of $4.77 billion, a modest 4% increase, while its net loss widened to $22.7 million due to heavy back‑end investments. The brokerage highlighted efficiency gains, a new AI training program, an automated payment system, and...
TelevisaUnivision Narrows Q4 Net Loss Even With US Ad Decline
TelevisaUnivision reported Q4 revenue of $1.323 billion, a 2% decline year‑over‑year, while operating expenses rose 4% to $926.4 million. The company narrowed its net loss dramatically to $234.7 million from $809.7 million a year earlier. US advertising revenue fell 9% (6% excluding political ads),...
American Tower 2025 Results: Revenue Jumps 5%, 2026 Outlook De-Risked Despite DISH Default
American Tower reported a 5.1% revenue increase to $10.6 billion in 2025, driven by a 14% surge in its data‑center segment. Net income rose 15.3% to $2.63 billion, though fourth‑quarter earnings fell 32% due to higher expenses. For 2026 the company projects...