Know What's Happening in Earnings Calls
Know What's Happening in Earnings Calls
Micron posts $23.9B revenue, AI memory outlook split
Micron Technology reported fiscal Q2 revenue of $23.86 billion, nearly tripling year‑over‑year, and posted non‑GAAP earnings of $12.20 per share. Citi responded by cutting its price target to $425 from $510, sparking a debate among analysts about the durability of the AI‑driven memory boom.
Capricor Therapeutics reported fourth‑quarter 2025 revenue of $16 million, a modest 4% year‑over‑year increase, while gross margin rose to 86% driven by higher selling prices and manufacturing efficiencies. Net loss widened to $11.9 million as operating expenses outpaced revenue growth, but the company ended the quarter with $75.7 million in cash and a $60 million debt facility. Adoption metrics improved, with 252 active implanting centers and a 13% rise in European revenue. The firm launched the 2,500‑patient BENEFIT HF trial, which could expand its addressable market to $30 billion if successful.
ProFrac Holding Corp. reported a strong Q4 2025, with adjusted EBITDA climbing 49% to $61 million and margins expanding to 14%. Free cash flow rebounded to $14 million, reversing a $29 million deficit from the prior quarter. The company’s $100 million cost‑optimization plan is...
American Public Education Inc (APi Group) reported Q4 2025 revenue of $2.12 billion, up 13.8% year‑over‑year and 11.1% organically, driven by strong inspection, service and monitoring growth. Adjusted EBITDA rose 21.9% to deliver a 13.9% margin, while adjusted diluted EPS increased...
Cavco Industries reported a record Q1 fiscal 2026, with revenue climbing 9.5% year‑over‑year to $556.9 million and operating profit up roughly 50% on both a yearly and sequential basis. The company shipped a record 5,416 factory‑built homes, boosting capacity utilization to...
Jefferson Capital reported record Q4 2025 performance, with collections jumping 63% to $237 million and revenue rising 36% to $151 million. The firm improved its cash efficiency to 72.2% and reduced net leverage to 1.59×, well below its target range. Management announced...
Vivid Seats reported a sharp decline in Q3 2025, with Marketplace Gross Order Value down 29% YoY to $618 million and revenue falling 27% to $136 million. A leadership change placed CFO Lawrence C. Fey as CEO and interim CFO Ted Pikus,...
Kindercare Learning Companies (BRC) reported a 31% year‑over‑year surge in packaged coffee sales, far outpacing the broader category, and a 34% jump in Q4 alone. Retail distribution expanded to 54.9% ACV, nearly tripling its grocery shelf presence, while wholesale revenue...
Sleep Number (SNBR) reported record 2025 results after integrating Mattress Firm, with net sales of $1.9 billion up 55% and adjusted EBITDA of $349 million up 59%. Adjusted EPS rose 20% to $0.72, and the company lifted its EBITDA synergy target to...
Angi reported a 23% fourth‑quarter jump in proprietary revenue, driving a 17% year‑over‑year increase despite a 60% decline in its network channel. The company guided full‑year revenue to low single‑digit growth (1%‑3%) and adjusted EBITDA to $145‑$150 million, adding $10‑$15 million year‑over‑year....
The Oncology Institute reported Q2 2025 revenue of $119.8 million, a 21.5% year‑over‑year increase, driven by a 41% surge in pharmacy sales that now represent 52% of total revenue. Gross profit rose 34% YoY while SG&A fell to 22% of revenue,...
Gaotu Techedu reported Q4 2025 revenue of RMB 1.7 billion, a 21.4% year‑over‑year increase, and full‑year revenue grew 35% to RMB 100 million. The company posted a net loss of RMB 84.2 million but narrowed its operating loss by 20.9%, driven by higher gross margins and...
Champions Oncology reported $14 million revenue in Q1 FY2026, flat year‑over‑year and rebounding from a $12.4 million Q4 dip. GAAP operating loss widened to $0.5 million, while adjusted EBITDA turned slightly positive at $60 000. Gross margin slipped to 43% as outsourced radio‑labeling costs...
Atlanticus Holdings reported a transformative 2025, highlighted by the Mercury Financial acquisition that doubled its balance sheet to $7.0 billion and added 1.3 million customers. Diluted earnings per share rose 23% in Q4 and 25% for the full year, while return on...
Rapid7 reported fiscal 2025 fourth‑quarter ARR of $839.9 million, essentially flat year‑over‑year, while total revenue rose 0.5% to $217.4 million and full‑year revenue increased 1.9% to $859.8 million. Detection and response services drove a 7% ARR gain and now represent just over half...
International Flavors & Fragrances (IFF) reported fourth‑quarter 2025 revenue of nearly $2.6 billion and EBITDA of $437 million, a 7% increase with margin expanding to 16.9%. Growth was driven by Health & Biosciences, Scent and Taste, while Food Ingredients sales slipped 4%...
UL Solutions reported a record $3.1 billion full‑year revenue in 2025, up 6.4% overall and 6.2% organically, while Q4 revenue rose modestly to $789 million. Adjusted EBITDA grew 20.7% to a 25.9% margin, with Q4 EBITDA margin expanding to 27.5% after a...
Urban One (formerly BuzzFeed Inc) reported Q4 2025 consolidated revenue of $97.8 million, a 16.5% year‑over‑year decline, and a net loss of $54.4 million. Adjusted EBITDA dropped 41.8% to $15.6 million, while non‑cash impairment charges of $55.3 million were dominated by a $53.1 million hit...
Mission Produce reported record first‑quarter revenue of $334.2 million, a 29% year‑over‑year increase driven by higher avocado volumes and a 25% price lift. The Marketing & Distribution segment grew 32% while the International Farming segment turned EBITDA positive, reflecting strong blueberry...
Turtle Beach Corp reported Q4 2025 revenue of $118 million, a 19% year‑over‑year decline, while gross margin surged to 40.1%, the strongest quarterly level since 2018. Net income fell to $17.6 million and adjusted EBITDA dropped 21%, but operating expenses were trimmed...
CAR‑MART Inc. reported a mixed Q3 2026 performance, with gross margin expanding to 36.6% and interest income rising 7.5%, while total revenue slipped 1.9% to $341.3 million due to a 5.7% drop in retail unit sales. Digital adoption accelerated: collections grew...
Genpact reported record fiscal 2025 results, delivering $5.08 billion in revenue, a 6.6% increase year‑over‑year. Advanced Technology Solutions grew 17% to $1.2 billion, now representing 24% of total revenue and driving the majority of margin expansion. Adjusted diluted EPS rose 11% to...
Century Communities reported record net orders of 2,702 homes in Q4 2025, a 13% sequential rise, and delivered 3,030 new homes, boosting home sales revenue to $1.1 billion, up 16% QoQ. Average sales price fell 5% to $367,000 as incentives climbed...
National MI reported a record 2025 year, delivering $388.9 million net income, an 8% rise, and diluted EPS of $4.92, up 11%. Total revenue hit $706.4 million, a 9% increase, while insurance in force grew to $221.4 billion, a 5.4% year‑over‑year...
CION Investment Corp reported Q2 2025 net investment income of $0.32 per share, down from $0.36, while NAV rose 1.5% to $14.50 per share driven by equity revaluations in Longview Power and David’s Bridal. The board approved a $20 million increase...
Vertex Pharmaceuticals reported Q4 2025 revenue of $3.2 billion, a 10% quarterly increase, and $12 billion for the full year, up 9% year‑over‑year. Gross margin reached 85.7% and non‑GAAP net income rose 24% to $1.3 billion, underscoring strong profitability. New product...
Waste Management (WM) reported a record 30% operating EBITDA margin for 2024, driven by over 10% legacy EBITDA growth, aggressive cost discipline, and automation upgrades across its recycling network. The company completed the Stericycle acquisition, targeting $250 million in synergies and...
Vuzix Corp reported $5.8 million in 2024 revenue, a 58% drop year‑over‑year, as sales of its legacy M400 smart glasses fell sharply. The company highlighted a strategic partnership with Quanta Computer, which includes a $20 million multi‑phase investment to mass‑produce Vuzix waveguide...
Aemetis reported Q2 2025 revenue of $52.2 million, up $9.3 million thanks to resumed biodiesel shipments to India. The company highlighted a 30% boost in dairy RNG output, seven CARB‑approved low‑carbon pathways, and a surge in California LCFS credit prices to about...
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...
PagerDuty reported Q3 revenue of $125 million, a 5% year‑over‑year increase, and ARR of $497 million, up 3%. Non‑GAAP operating margin surged to 29% from 21% a year earlier, while GAAP net income reached $160 million aided by a one‑time tax benefit. The...
Karat Packaging reported third‑quarter 2025 net sales of $124.5 million, up 10.4% year‑over‑year, driven by volume growth and a favorable product mix. Gross margin slipped to 34.5% as import duties and higher freight costs rose to 14.4% of sales. Operating income...
Mach Natural Resources (MNR) reported a strategic pivot in 2025, selling four non‑core businesses for roughly $150 million and channeling $65 million into an expanding aviation‑rental platform now comprising 26 assets. Total revenue fell 6% year‑over‑year to $9.5 million in Q4, while the...
Urban One reported a 16% drop in consolidated net revenue to $92.7 million and a 44% decline in adjusted EBITDA to $14.2 million for the quarter. Digital EBITDA fell to $0.8 million from $5.3 million a year earlier, while Reach Media revenue slumped 40%...
InvenTrust Properties Corp. reported a 5.3% rise in same‑property NOI for 2025, delivering NAREIT FFO of $1.89 per share and core FFO of $1.83 per share. The REIT completed $460 million of Sunbelt‑focused acquisitions while maintaining sector‑low leverage, with net debt...
El Pollo Loco reported a modest 3% revenue increase to $125.8 million in Q2 2025, while restaurant contribution margin rose to 19.1%, up 50 basis points. Digital sales grew sharply, representing 25.5% of total sales, and franchise revenue surged 14.8% year‑over‑year. The...
SandRidge Energy reported a strong Q4 2025 and full‑year performance, with average daily production climbing to 19.5 MBOE in the quarter and 18.5 MBOE annually, a 12% increase on a BOE basis and 32% rise in oil output. Revenue grew 25% to...
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...
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 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 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...
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...
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...
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...
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...
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 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...
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...
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...
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 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....
