Jfrog Ltd (FROG) Q1 2026 Earnings Call Transcript
JFrog reported Q1 2026 revenue of $154 million, a 26% year‑over‑year increase, driven by a 50% surge in cloud revenue that now represents 51% of total sales. Enterprise Plus subscriptions grew to 58% of revenue and net dollar retention rose to 120%, reflecting strong expansion among high‑value customers. The company announced new AI‑centric products, including the JFrog MCP Registry and Skills Registry, and raised its full‑year cloud growth guidance to 33‑35%. Cash balances reached $741 million, supporting continued share repurchases and investment in platform innovation.
Akebia Therapeutics Inc (AKBA) Q1 2026 Earnings Call Transcript
Akebia Therapeutics reported 2025 total revenue of $236.2 million, a 47% increase year‑over‑year, driven by the commercial launch of its oral HIF‑PH inhibitor Vafseo and higher sales of the phosphate binder Auryxia. Vafseo now reaches 290,000 dialysis patients across 24 organizations,...
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...
Monte Rosa Therapeutics Inc (GLUE) Q1 2026 Earnings Call Transcript
Monte Rosa Therapeutics reported Q1 2026 worldwide revenue of $141.2 million, a 14.3% year‑over‑year increase, driven primarily by strong U.S. sales of its AtriClip and Cryosphere product lines. Adjusted EBITDA rose to $17 million, nearly doubling the prior‑year quarter, while gross margin...
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...
Himax Technologies Inc (HIMX) Q1 2026 Earnings Call Transcript
Himax Technologies reported Q1 2026 revenue of $199 million, a modest 2% sequential decline, while gross margin held at 30.4% and net profit reached $8 million, or $0.046 per diluted ADS, surpassing guidance. Large display driver sales rose 11.7% on high‑end TV...
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%...
Natural Grocers by Vitamin Cottage Inc (NGVC) Q2 2026 Earnings Call Transcript
Natural Grocers reported modest top‑line growth, with net sales up 1.6% to $335.6 million and daily comparable store sales rising 1.7% YoY, extending a two‑year comp of 10.6%. Operating income surged 97% to $14.6 million, lifting diluted EPS 14% to $0.49, while...
Kodiak AI Inc (KDK) Q1 2026 Earnings Call Transcript
Kodiak AI reported Q1 2026 results, announcing a $100 million equity PIPE that lifts cash to roughly $185 million and funds its scaling plan. The company expanded its driverless fleet to 28 trucks, delivering 15,600 loads and 23,500 paid driverless hours, while...
Carparts.Com Inc (PRTS) Q1 2026 Earnings Call Transcript
CarParts.com posted its first positive adjusted EBITDA since Q1 2024, reporting $585,000 after a $7 million swing year‑over‑year. Net sales slipped 10% to $132 million, driven by lower advertising spend and weather‑related demand softness. Operating expenses fell 26% to $46 million, reflecting headcount reductions,...
Ispire Technology Inc (ISPR) Q3 2026 Earnings Call Transcript
Ispire Technology reported Q3 2026 revenue of $20.3 million, a 52% drop from the prior year as it deliberately shifted away from low‑margin cannabis clients toward higher‑value nicotine customers. Gross profit fell to $3.5 million and margin slipped to 17.1%, reflecting the...
Howard Hughes Holdings Inc (HHH) Q1 2026 Earnings Call Transcript
Howard Hughes Holdings reported a record $476 million MPC earnings before taxes, driven by the sale of 621 residential acres at $890,000 per acre, and an 8% rise in operating asset NOI to $276 million. The company forecast 2026 adjusted...
Commerce.com Inc (CMRC) Q1 2026 Earnings Call Transcript
Commerce.com (CMRC) reported Q1 2026 revenue of $86.8 million, up 5% YoY and ahead of guidance, while GMV rose 14% to $8.3 billion. The company posted its first GAAP‑profitable quarter with net income of $3.7 million and generated $18.4 million of operating cash flow. New...
BlackRock TCP Capital Corp (TCPC) Q1 2026 Earnings Call Transcript
BlackRock TCP Capital Corp (TCPC) reported Q1 2026 results highlighting a sharp reduction in non‑accrual loans to 2.8% of fair‑value assets and net leverage falling to 1.29x, driven by $135 million of exits and paydowns. Adjusted net investment income slipped to...
Amtech Systems Inc (ASYS) Q2 2026 Earnings Call Transcript
Amtech Systems reported Q2 2026 revenue of $20.5 million, up more than 30% year‑over‑year and 8% sequentially, driven by strong AI‑related equipment sales. Adjusted EBITDA rose to $2.5 million, representing a 12% margin, while gross margin expanded to 47.7% and cash balances...
AerSale Corp (ASLE) Q1 2026 Earnings Call Transcript
AerSale reported Q1 2026 revenue of $70.6 million, up 7.4% year‑over‑year, and adjusted EBITDA of $7.4 million, a 132% increase, delivering a 10.4% margin. Growth stemmed from higher leasing activity, a 10% rise in Asset Management Solutions revenue to $43.1 million, and new...
Stoneridge Inc (SRI) Q1 2026 Earnings Call Transcript
Stoneridge Inc. reported a strong 2025 performance, highlighted by MirrorEye revenue surging 69% to $111 million and record Brazil OEM sales of $26.7 million. The company divested its Control Devices segment for $59 million, using proceeds to reduce debt and simplify the balance...
GSI Technology Inc (GSIT) Q4 2026 Earnings Call Transcript
GSI Technology reported fiscal 2026 revenue of $25.1 million, a 22.4% increase driven by strong SRAM sales, while cash rose to $67.2 million after a $46.9 million capital raise. Operating expenses jumped to $31.2 million, pushing the operating loss to $17.5 million as R&D on...
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...
Nelnet Inc (NNI) Q1 2026 Earnings Call Transcript
Nelnet Inc. reported Q1 2026 net sales of $118.5 million, up 12.1% year‑over‑year, and adjusted EBITDA of $14.1 million, a 33.7% increase, pushing the trailing twelve‑month EBITDA to its highest level in five years. Growth was led by the Power Solutions segment,...
Zymeworks Inc (ZYME) Q1 2026 Earnings Call Transcript
Zymeworks reported a PDUFA deadline of August 25, 2026 for its zanidatumab HER2‑positive gastroesophageal adenocarcinoma (GEA) indication, with a supplemental BLA filed in China. The company stands to receive up to $265 million in milestone payments contingent on U.S. and Chinese...
Drilling Tools International Corp (DTI) Q1 2026 Earnings Call Transcript
Drilling Tools International reported Q1 2026 revenue of $38 million, driven primarily by $28.9 million in tool rental and $9 million in product sales, while posting a $1.5 million net loss. The company maintained strong tool rental gross margins above...
Once Upon A Farm PBC (OFRM) Q1 2026 Earnings Call Transcript
Once Upon A Farm reported Q1 2026 consolidated net sales of $49.6 million, a 9% year‑over‑year increase driven by Canadian cannabis and early Netherlands contributions. Net income turned positive at $2.3 million, while adjusted EBITDA rose to $8.6 million with a 17.3% margin,...
Progyny Inc (PGNY) Q1 2026 Earnings Call Transcript
Progyny reported Q1 2026 revenue at the top of its $1.365‑$1.405 billion outlook, with net income and adjusted EBITDA also beating guidance. The company raised full‑year forecasts for revenue, EBITDA, and earnings per share, citing strong member engagement and margin expansion...
Suburban Propane Partners LP (SPH) Q2 2026 Earnings Call Transcript
Suburban Propane Partners reported Q2 FY2026 adjusted EBITDA of $175.3 million, essentially flat year‑over‑year, while adjusted net income rose modestly to $139.3 million. Retail propane volumes held steady at 161.6 million gallons, offset by a 3% increase in the East...
Granite Ridge Resources Inc (GRNT) Q1 2026 Earnings Call Transcript
Granite Ridge Resources reported Q4 2025 results, showing a 27% production increase to 35,100 barrels of oil equivalent per day and adjusted EBITDAX of $69.5 million, with full‑year EBITDAX of $315 million. Capital expenditures fell to $401 million, and the company trimmed development...
Clarus Corp (CLAR) Q1 2026 Earnings Call Transcript
Clarus Corp reported Q1 2026 revenue of $61.9 million, up 2.5% year‑over‑year, with gross margin improving to 36.8%. The Outdoor segment continued to grow, while the Adventure segment turned a modest profit but faces a steep demand drop in Australia,...
Strattec Security Corp (STRT) Q3 2026 Earnings Call Transcript
Strattec Security reported a 4.5% year‑over‑year revenue decline in Q3 2026, driven mainly by EV program cancellations and lower sales to Ford and Hyundai Kia. Gross margin improved to 16.5%, up 50 basis points, helped by restructuring savings and tariff recoveries....
Information Services Group Inc (III) Q1 2026 Earnings Call Transcript
Information Services Group (ISG) reported Q2 2019 revenue of $67.3 million, a 3% year‑over‑year decline, while adjusted EBITDA more than doubled to $8.1 million versus the first quarter. Digital services now represent roughly 45% of the company’s top line, and the ISG...
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...
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...
Lexicon Pharmaceuticals Inc (LXRX) Q1 2026 Earnings Call Transcript
Lexicon Pharmaceuticals reported Q1 2026 revenue of $5.5 million, largely from a $4.3 million Novo Nordisk licensing deal and INPEFA sales. The company cut its quarterly net loss to $15.5 million and reduced annual operating expenses by $129.5 million, boosting cash to $125 million after...
Warby Parker Inc (WRBY) Q1 2026 Earnings Call Transcript
Warby Parker reported Q1 2026 revenue of $242.4 million, an 8.3% year‑over‑year increase, and adjusted EBITDA of $29.6 million at a 12.2% margin, slightly below prior year. Retail sales rose 13.6% while e‑commerce fell 4.1% after ending the Home Try‑On...
Loar Holdings Inc (LOAR) Q1 2026 Earnings Call Transcript
Loar Holdings reported a record Q1 2026 with sales of $156 million, up 11% year‑over‑year, and an adjusted EBITDA margin of 40.5%, surpassing its IPO target. The company posted a book‑to‑bill ratio above 1.2 and a record defense backlog, while...
Cars.com Inc (CARS) Q1 2026 Earnings Call Transcript
Cars.com reported Q1 2022 revenue of $158 million, a 3% year‑over‑year increase, driven by a 6% rise in dealer revenue to $140 million. Dealer customers grew to 19,500—the highest in over three years—while website customers reached 5,500. The company highlighted strong demand...
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...
Hudson Pacific Properties Inc (HPP) Q1 2026 Earnings Call Transcript
Hudson Pacific Properties reported a transformative 2025, completing $330 million of strategic asset sales and over $2 billion of capital transactions that doubled liquidity to $934 million. The REIT cut net debt by 22%, improved debt‑to‑book to 31.9%, and reduced G&A expenses 33%...
Xponential Fitness Inc (XPOF) Q1 2026 Earnings Call Transcript
Xponential Fitness reported 3,137 open studios at quarter end, with 66 new openings and 26 closures, driven by 43 new North American and 23 international locations. The company added a robust Club Pilates pipeline, securing agreements for roughly 160 future...
ESCO Technologies Inc (ESE) Q2 2026 Earnings Call Transcript
ESCO Technologies reported a blockbuster first‑quarter 2026, with orders soaring 143% to $550 million and sales climbing 35% year‑over‑year. Adjusted EBIT margin expanded 380 basis points to 19.4% and adjusted EPS jumped 73% to $1.64, setting a quarterly record. The Maritime...
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...
Groupon Inc (GRPN) Q1 2026 Earnings Call Transcript
Groupon reported Q1 2021 results featuring $554 million in gross billings, $264 million in revenue and $30 million of adjusted EBITDA. The company highlighted a 56% recovery of North America Local billings versus 2019 and a 70% rebound in gross profit. Cost‑reduction initiatives...
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...
Caris Life Sciences Inc (CAI) Q1 2026 Earnings Call Transcript
Caris Life Sciences reported Q1 2026 revenue of $216 million, up 79% year‑over‑year, propelled by an 85% surge in molecular profiling revenue. Gross margin improved to 65% on a GAAP basis, reflecting a 61% rise in clinical average selling price and...
Flux Power Holdings Inc (FLUX) Q3 2026 Earnings Call Transcript
Flux Power Holdings reported a steep revenue decline in Q3 2026, dropping to $6.6 million—a 60% year‑over‑year decrease—driven by a major customer’s capital freeze and geopolitical order delays. Gross margin fell to 27.3% from 32% as product mix shifted and...
XPLR Infrastructure LP (XIFR) Q1 2026 Earnings Call Transcript
XPLR Infrastructure reported Q1 2026 adjusted EBITDA of $435 million and free cash flow before growth of $89 million, reflecting higher financing costs and seasonal wind variability. The company completed roughly 30% of its 2026 repowering program and confirmed a battery storage...
Rockwell Medical Inc (RMTI) Q1 2026 Earnings Call Transcript
Rockwell Medical reported Q4 2025 net sales of $18.3 million, a 26% year‑over‑year decline, but achieved a record‑high gross margin of 21%. Adjusted EBITDA turned positive at $1 million for the quarter, delivering a full‑year adjusted EBITDA of $300 thousand. The company ended...
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...
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...
Silvaco Group Inc (SVCO) Q1 2026 Earnings Call Transcript
Silvaco reported Q1 2026 revenue of $17.8 million, a 26% year‑over‑year increase, and bookings of $17.2 million, both surpassing guidance. Gross margins rose to 86.4% GAAP and 87.9% non‑GAAP, while operating expenses fell sequentially, delivering a non‑GAAP operating loss of $0.47 million. Unrestricted...
Expensify Inc (EXFY) Q1 2026 Earnings Call Transcript
Expensify Inc. reported Q1 2026 revenue of $34 million, a 6% year‑over‑year decline, while interchange revenue rose 10% to $5.5 million. GAAP net loss was $2.3 million, but non‑GAAP earnings reached $3.6 million and adjusted EBITDA hit $6.2 million. Free cash flow stood at $2.5 million...