CoreWeave Inc (CRWV) Q1 2026 Earnings Call Transcript
CoreWeave reported $5.1 billion revenue for 2025, a 168% year‑over‑year increase, and expanded its contracted backlog to $66.8 billion. The company added 260 MW of active power in Q4, reaching 850 MW across 43 data centers, and announced a 2026 capital‑expenditure plan of $30‑35 billion to double capacity. A $2 billion strategic investment from NVIDIA and $2.6 billion in convertible notes bolstered liquidity, while guidance projects $12‑13 billion revenue in 2026. Management expects all new capacity to generate revenue by year‑end, delivering strong cash‑flow visibility.
Gray Media Inc (GTN) Q1 2026 Earnings Call Transcript
Gray Media reported 2025 revenue of $792 million, topping the high end of its guidance, while operating expenses of $618 million came in below the low end. The company posted a $23 million net loss but delivered adjusted EBITDA of...
Ironwood Pharmaceuticals Inc (IRWD) Q1 2026 Earnings Call Transcript
Ironwood Pharmaceuticals reported 2025 LINZESS U.S. net sales of $865 million, matching guidance despite a 6% price erosion tied to Medicare Part D changes. Prescription demand grew 11% for the second year, maintaining a 45% market share in the IBS‑C and chronic...
Tandem Diabetes Care Inc (TNDM) Q1 2026 Earnings Call Transcript
Tandem Diabetes Care reported record first‑quarter results, with worldwide sales of $247 million and over 29,000 pump shipments, driven primarily by U.S. demand. The company posted a 55% gross margin, the highest ever for a Q1, and narrowed its operating loss...
Fox Factory Holding Corp (FOXF) Q1 2026 Earnings Call Transcript
Fox Factory reported Q1 2026 net sales of $368.7 million, up 3.9% year‑over‑year and at the high end of its guidance, while adjusted EBITDA reached $35.7 million, also surpassing the top of the forecast range. Gross margin slipped to 28.9%...
Rocket Companies Inc (RKT) Q1 2026 Earnings Call Transcript
Rocket Companies posted adjusted revenue of $2.822 billion in Q1 2026, surpassing the high end of guidance, and saw adjusted EBITDA rise to $738 million, expanding margin to 26 percent. Net rate‑lock volume grew 19 percent to $49 billion, while servicing fees exceeded $1 billion, highlighting...
Inseego Corp (INSG) Q1 2026 Earnings Call Transcript
Inseego reported Q1 fiscal 2022 revenue of $61.4 million, up 23% year‑over‑year, driven by a 142% surge in 5G product sales that now represent 44% of total revenue. Next‑generation solutions, including its 5G edge cloud and SaaS portfolio, accounted for 23%...
MDU Resources Group Inc (MDU) Q1 2026 Earnings Call Transcript
MDU Resources reported Q1 2026 net income of $80.8 million, or $0.39 per share, with a modest $0.03 EPS hit from milder weather. The Bakken East pipeline open season attracted 1.4 bcf/d of interest and 40% of capacity is already under signed...
Playtika Holding Corp (PLTK) Q1 2026 Earnings Call Transcript
Playtika reported Q1 2026 revenue of $678 million, a modest 0.6% sequential increase and 4.4% year‑over‑year growth, driven by a surge in direct‑to‑consumer (D2C) sales. D2C contributed $250 million, up 19.5% sequentially and 43.2% YoY, now representing 36.8% of total revenue, while...
Trade Desk Inc (TTD) Q1 2026 Earnings Call Transcript
The Trade Desk reported Q1 2026 revenue of $689 million, a 12% year‑over‑year increase, and generated $40 million net income. Adjusted EBITDA reached $206 million, delivering a 30% margin, while management guided Q2 revenue of at least $750 million and a full‑year adjusted EBITDA...
Lantheus Holdings Inc (LNTH) Q1 2026 Earnings Call Transcript
Lantheus Holdings reported Q1 2026 revenue of $377.3 million, a 1.2% year‑over‑year increase and 8.6% when excluding divested SPEC revenue. Oncology sales from PYLARIFY fell 6.5% despite a 5.8% volume rise, while cardiology product DEFINITY grew 6.8% and retained over 80%...
Maravai LifeSciences Holdings Inc (MRVI) Q1 2026 Earnings Call Transcript
Maravai LifeSciences reported Q1 2026 revenue of $65.8 million, a 41% year‑over‑year increase and 10% growth in its core business excluding COVID‑related CleanCap sales. Adjusted EBITDA surged to $20.3 million, improving by more than $30 million from a year ago, while free cash...
Olin Corp (OLN) Q1 2026 Earnings Call Transcript
Olin Corp reported a $86 million adjusted EBITDA in Q1 2026 and guided Q2 adjusted EBITDA to $160‑200 million, reflecting a sequential earnings boost. The company highlighted $1.3 billion of liquidity after amending its credit facilities to extend covenant flexibility through late 2027....
PTC Therapeutics Inc (PTCT) Q1 2026 Earnings Call Transcript
PTC Therapeutics reported record Q1 2026 product revenue of $226 million, driven by a $125 million Sephience launch that grew 36% quarter‑over‑quarter. The company lifted full‑year product revenue guidance to $750‑$850 million and total revenue to $1.08‑$1.18 billion, citing strong U.S. uptake, the first...
Bentley Systems, Inc (BSY) Q1 2026 Earnings Call Transcript
Bentley Systems reported Q1 2026 revenue of $424 million, up 14.5% year‑over‑year, with subscriptions accounting for 93% of sales. Annual recurring revenue reached $1.495 billion, growing 11.5% in constant currency and delivering a net revenue retention rate of 109%. Service revenues surged...
Nuveen Churchill Direct Lending Corp (NCDL) Q1 2026 Earnings Call Transcript
Nuveen Churchill Direct Lending Corp reported Q1 2026 results showing net investment income of $0.44 per share, a modest rise from the prior quarter, while GAAP net income fell to $0.32 per share due to realized and unrealized losses. Gross originations...
Planet Fitness Inc (PLNT) Q1 2026 Earnings Call Transcript
Planet Fitness reported Q1 2026 net new membership of over 700,000, falling short of internal targets despite a 3.5% same‑club sales increase driven largely by rate growth. Adjusted EBITDA rose 20% to $140 million, though margin slipped to 41.5%, while total...
Perdoceo Education Corp (PRDO) Q1 2026 Earnings Call Transcript
Perdoceo Education Corp reported Q1 2026 net income of $54 million, a 23% year‑over‑year increase, and diluted EPS of $0.85, up 30.8%. Revenue rose 4.1% to $221.7 million, driven by enrollment gains at Colorado Technical University and St. Augustine, while AIU enrollment...
Gogo Inc (GOGO) Q1 2026 Earnings Call Transcript
Gogo reported first‑quarter 2026 revenue of $226.3 million, a modest 2% decline year‑over‑year, while equipment revenue surged 22% on strong 5G and Galileo shipments. Adjusted EBITDA fell 14% YoY to $53.3 million but rose 41% sequentially, and net income jumped to $13.1 million...
Unity Software Inc (U) Q1 2026 Earnings Call Transcript
Unity Software reported a 35% year‑over‑year revenue increase in Q1 2026, propelled by an 80% surge in Vector AI revenue and strong growth in both Grow and Create segments. Adjusted EBITDA rose 65% to $138 million, delivering a 27% margin—the best...
Puma Biotechnology Inc (PBYI) Q1 2026 Earnings Call Transcript
Puma Biotechnology reported 2025 total revenue of $75.5 million, driven by a $59.9 million net product revenue for NERLYNX and a sharp rise in royalty income to $15.6 million after a shipment to a Chinese partner. Ex‑factory bottle sales grew 12% quarter‑over‑quarter to...
Collegium Pharmaceutical Inc (COLL) Q1 2026 Earnings Call Transcript
Collegium Pharmaceutical reported record full‑year net revenue of $780.6 million, a 24% increase year‑over‑year, and an all‑time high adjusted EBITDA of $460.5 million. Growth was driven by the pain portfolio’s steady performance and a surge in Jornay PM sales, which posted $148.9 million in...
Cytek Biosciences Inc (CTKB) Q1 2026 Earnings Call Transcript
Cytek Biosciences reported Q1 2026 revenue of $44.1 million, a 6% year‑over‑year increase driven primarily by a 32% surge in U.S. sales and strong growth in recurring services and reagents. Recurring revenue now represents 35% of total revenue, up 19%, while...
Nexstar Media Group Inc (NXST) Q1 2026 Earnings Call Transcript
Nexstar Media Group reported Q1 2026 net revenue of $1.29 billion, a 13.4% decline driven primarily by a $233 million drop in political advertising. Non‑political ad revenue grew 4.5%, helping offset the broader ad slowdown, while distribution revenue modestly rose 0.8%. The...
Assured Guaranty Ltd (AGO) Q1 2026 Earnings Call Transcript
Assured Guaranty Ltd. posted record financial metrics for 2025, including an adjusted book value of $186.43 per share and adjusted operating income of $9.80 per share. The firm repurchased $500 million of stock, retired 12% of its shares, and raised its...
Bob's Discount Furniture, Inc (BOBS) Q1 2026 Earnings Call Transcript
ServisFirst posted $83 million net income in Q1 2026, delivering diluted EPS of $1.52, a 33% year‑over‑year increase. Net interest margin expanded to 3.53%, up 61 basis points, supported by loan repricing and lower funding costs. Loan balances grew 7% annualized while...
Sabre Corp (SABR) Q1 2026 Earnings Call Transcript
Sabre Corp reported Q1 2026 revenue of $760 million, an 8% year‑over‑year increase, with Marketplace and Airline Technology both contributing to growth. Normalized adjusted EBITDA climbed 21% to $169 million, expanding margin to 22.2%, while free cash flow turned negative $155 million because...
Aspen Aerogels Inc (ASPN) Q1 2026 Earnings Call Transcript
Aspen Aerogels reported Q1 2026 revenue of $37.9 million, an 8% sequential decline, while GAAP net loss narrowed to $23.7 million and adjusted EBITDA improved 29% to a loss of $12.7 million. The company bolstered its balance sheet with $37.6 million in General Motors...
Ready Capital Corp (RC) Q1 2026 Earnings Call Transcript
Ready Capital Corp reported $380 million of free cash in Q4 and aims to exceed $850 million to meet upcoming 2026 debt maturities. The firm will trim its legacy CRE portfolio by 60% to roughly $2 billion, driving a 14% drop in book...
AvePoint Inc (AVPT) Q1 2026 Earnings Call Transcript
AvePoint reported record Q1 2026 results, delivering $117.2 million in total revenue—a 26% year‑over‑year increase that topped the high end of its guidance. SaaS revenue surged 35% to $93.4 million, representing 80% of the top line and driving ARR to $435.2 million, up...
Zoetis Inc (ZTS) Q1 2026 Earnings Call Transcript
Zoetis reported Q1 2026 revenue of $2.3 billion, up 3% on a reported basis but flat on an organic operational basis, with price gains offset by volume declines. The livestock and diagnostics segments delivered double‑digit growth, while companion animal revenues fell...
Harmony Biosciences Holdings Inc (HRMY) Q1 2026 Earnings Call Transcript
Harmony Biosciences reported record Q1 product revenue of $243.8 million, a 21% increase year‑over‑year, driven by sustained demand for its Wakix sleep‑wake therapy. The company added roughly 400 patients per quarter, reaching about 8,500 on Wakix, and reaffirmed 2026 revenue guidance...
Figs Inc (FIGS) Q1 2026 Earnings Call Transcript
FIGS reported Q1 2026 net revenue of $159.9 million, up 28% year‑over‑year, propelled by strong scrubwear sales and a 12% increase in active customers to over 3 million. International revenue surged 50%, expanding the company’s footprint to 85 markets, while U.S. revenue...
TechTarget Inc (TTGT) Q1 2026 Earnings Call Transcript
TechTarget reported Q1 2026 revenue of $106 million, a modest 2% year‑over‑year increase, while adjusted EBITDA rose 27% to $7.4 million, improving the margin to 6.9%. Growth was driven by the Brand to Demand segment, which now represents about 70% of revenue...
Liquidity Services Inc (LQDT) Q2 2026 Earnings Call Transcript
Liquidity Services reported Q1 2026 gross merchandise volume of $398 million, a 3% year‑over‑year increase, while GAAP revenue slipped 1% to $121.2 million due to a shift toward consignment sales. Profitability rose sharply, with GAAP net income up 29% and...
Quest Resource Holding Corp (QRHC) Q1 2026 Earnings Call Transcript
Quest Resource Holding Corp reported Q1 2026 revenue of $58.9 million, a 16% year‑over‑year decline and a 7% sequential drop, driven by soft industrial demand and the recent divestiture of its mall‑related business. Gross profit fell 15% YoY to $9.1 million, compressing...
PAR Technology Corp (PAR) Q1 2026 Earnings Call Transcript
PAR Technology reported Q1 2026 revenue of $124 million, up 19% year‑over‑year, driven by strong subscription and hardware sales. Annual recurring revenue rose 16% to $330 million, with organic ARR growth of 11%. Adjusted EBITDA improved to $8.9 million, nearly doubling the prior...
PennantPark Floating Rate Capital Ltd (PFLT) Q2 2026 Earnings Call Transcript
PennantPark Floating Rate Capital reported core net investment income of $0.27 per share for Q2 2026, with GAAP net investment income of $0.26 per share and NAV essentially flat at $10.47. The firm reduced its debt‑to‑equity ratio to 1.5x and...
Clearwater Analytics Holdings Inc (CWAN) Q1 2026 Earnings Call Transcript
Clearwater Analytics reported Q3 2025 non‑GAAP revenue of $205.1 million, a 77% year‑over‑year increase, and annualized recurring revenue of $807.5 million, also up 77%. Adjusted EBITDA rose to $70.7 million, lifting the margin to 34.5% and delivering a record 78.5% gross margin for...
Oportun Financial Corp (OPRT) Q1 2026 Earnings Call Transcript
Oportun Financial reported Q1 2026 revenue of $229 million, down 3 percent, while achieving GAAP net income of $2.3 million, its sixth consecutive profitable quarter. Originations fell 11 percent, but 79 percent came from returning borrowers, improving delinquency and charge‑off metrics. The company reduced its...
Scholar Rock Holding Corp (SRRK) Q1 2026 Earnings Call Transcript
Scholar Rock Holding Corp reported $368 million in cash and secured a $550 million debt facility, providing ample liquidity for 2026 initiatives. The FDA completed a reinspection of the Catalent Indiana site with no further requests, clearing the path for an imminent...
Westrock Coffee Co (WEST) Q1 2026 Earnings Call Transcript
Westrock Coffee Co. reported Q1 2026 results that marked a decisive turnaround, with consolidated adjusted EBITDA soaring to $26 million—more than triple the prior year—and net sales climbing 44% to $308.8 million. The company posted a $3.2 million operating profit after a $13.1 million loss...
MBIA Inc (MBI) Q1 2026 Earnings Call Transcript
MBIA Inc reported a consolidated GAAP net loss of $51 million for 2025, a sharp improvement from the $447 million loss in 2024, while adjusted net income turned positive at $23 million. The insurer trimmed its PREPA‑related gross par by...
Vaxart Inc (VXRT) Q1 2026 Earnings Call Transcript
Novavax reported Q1 2026 revenue of $140 million, a 79% YoY decline driven by a prior‑year non‑cash sales event. Supply sales rose 139% to $33 million, while licensing royalties and other revenue jumped 116% to $97 million. The company ended...
Eastman Kodak Co (KODK) Q1 2026 Earnings Call Transcript
Eastman Kodak reported Q1 2026 results, posting $290 million revenue, a 9% increase, and a gross margin of 23%. Operational EBITDA jumped 144% to $22 million, while adjusted net loss narrowed to $12 million. A $1.023 billion pension‑reversion transaction delivered $870 million net proceeds, enabling...
Organogenesis Holdings Inc (ORGO) Q1 2026 Earnings Call Transcript
Organogenesis Holdings reported a 58% drop in Q1 net product revenue to $36.3 million, driven primarily by a 63% plunge in advanced wound‑care sales after CMS reimbursement policy changes created clinician confusion. The company recorded a GAAP operating loss of...
Opendoor Technologies Inc (OPEN) Q1 2026 Earnings Call Transcript
Opendoor Technologies reported a strong Q1 2026, purchasing 2,474 homes—a 45% rise from Q4—and signing over 5,000 acquisition contracts, the highest volume since Q2 2022. Resale contribution margin improved to 4.4%, up 3.4 percentage points, while aged inventory fell to...
Kelly Services Inc (KELYA) Q1 2026 Earnings Call Transcript
Kelly Services reported Q1 2021 revenue of $1.2 billion, a 4.4% decline year‑over‑year, while all operating segments returned to profitability. The company highlighted strong performance in its OCG, Education, and International units, with OCG revenue up 8% YoY. Kelly completed its...
Warner Music Group Corp (WMG) Q2 2026 Earnings Call Transcript
Warner Music Group reported a 12% rise in total revenue for Q2 2026, propelled by double‑digit growth in recorded music, publishing and physical sales. Adjusted OIBDA surged 24% with margin expanding 230 basis points, while adjusted EPS climbed 38% to...
Ares Commercial Real Estate Corp (ACRE) Q1 2026 Earnings Call Transcript
Ares Commercial Real Estate Corp reported Q1 2026 results highlighting a $1.7 billion loan portfolio, up $110 million sequentially, and a strategic shift away from office exposure toward multifamily, industrial and self‑storage assets. The company closed three new loan commitments totaling $294 million,...