Earnings Call Transcripts
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All Earnings Calls
Starz Fiscal 2025 Q3 Earnings Call - Progress on Content Ownership Drives Margin Expansion and Subscriber Growth
Starz reported a solid third quarter for fiscal 2025 with sequential revenue growth and a return to positive US OTT subscriber additions, adding 110,000 subscribers and reaching 12.3 million US OTT su...
- Starz added 110,000 US OTT subscribers in Q3, ending with 12.3 million US OTT subscribers and 19.2 million North American subscribers overall.
- Total revenue grew sequentially to $321 million, boosted by OTT revenue increase to $223 million.
- Adjusted OIBDA was $22 million, down sequentially due to increased marketing spend for content premieres like Outlander spinoff Blood of My Blood and Ballerina.
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5E Advanced Materials Q1 2026 Earnings Call - Boron Gains US Critical Mineral Status Unlocking Federal Support
5E Advanced Materials marked a pivotal Q1 2026, with boron officially added to the US critical minerals list—validating 5E’s strategy and positioning Fort Cady as the leading US boron project. This de...
- Boron officially designated as a US critical mineral on November 7, 2025, affirming its strategic importance.
- Fort Cady project recognized as the leading advanced-stage domestic boron project in the US.
- Designation unlocks access to federal funding programs: EXIM, DOE Loan Program Office, Department of Defense’s Office of Strategic Capital, and International Development Finance Corporation.
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zSpace Q3 2025 Earnings Call - Software Growth and Margin Expansion Amid Funding Uncertainty
zSpace's Q3 2025 earnings reflect a strategic pivot towards software and services, which now account for over half of revenue and have driven gross margin expansion by more than 640 basis points. Desp...
- Q3 software and services revenue surpassed 50% of total revenue, driving a 640 basis point gross margin increase.
- Sequential revenue grew 18% from Q2 to Q3 despite a 38% year-over-year decline, demonstrating improving execution.
- Year-to-date revenue dropped 22% due to macroeconomic and funding uncertainties, largely from U.S. K-12 education market delays.
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Aterian Q3 2025 Earnings Call - Navigating Tariff Headwinds with Cost Cuts and Price Discipline
Aterian's Q3 2025 results reveal a business battling steep tariff impacts and shifting consumer demand, yet showing glimmers of stabilization through aggressive cost reductions and strategic price hik...
- Q3 2025 net revenue was $19 million, down 27.5% from Q3 2024 but only 2% below Q2 2025, signaling a slowing revenue decline.
- Contribution margin rebounded over 700 basis points from Q2 2025 to more than 15%.
- Adjusted EBITDA loss contracted by over 80% quarter-over-quarter to just above $400,000, showing improved profitability trajectory.
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The Oncology Institute Q3 2025 Earnings Call - Achieving First Adjusted EBITDA Profitability as Delegated Capitation Model Scales
The Oncology Institute reported strong third quarter 2025 results, highlighted by a 23% year-over-year revenue increase to $137 million and marked progress in its expanding delegated capitation care m...
- The Oncology Institute grew Q3 2025 revenue 23% YoY to $137 million, driven by 42% pharmacy and 13% fee-for-service growth.
- Achieved first adjusted EBITDA profitability in September 2025, the company’s first month as a public entity, improving loss by $4.7 million YoY to -$3.5 million.
- Expect full Q4 2025 adjusted EBITDA profitability and positive free cash flow mid-2026.
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Precision Optics Q1 2026 Earnings Call - Record Revenue Growth Amid Production Scale-Up Challenges
Precision Optics reported a record $6.7 million revenue in Q1 fiscal 2026, a 46% increase year-over-year excluding tariff reimbursements, driven by strong ramp-up in aerospace and single-use cystoscop...
- Precision Optics achieved record quarterly revenue of $6.7 million in Q1 fiscal 2026, up 46% year-over-year net of tariffs.
- Revenue growth is anchored by two flagship production programs: a top-tier aerospace program and a single-use cystoscope manufacturing line.
- The aerospace program delivered $2.5 million net revenue with an over 800% year-over-year increase and has a backlog exceeding $9 million.
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Applied Materials FY2025 Earnings Call - Positioned for AI-Driven Growth Despite China Market Restrictions
Applied Materials reported its sixth consecutive year of record growth in fiscal 2025 with revenue up 4% to $28.4 billion and leading-edge advancements in foundry logic and DRAM that position the comp...
- Applied Materials achieved its sixth consecutive year of revenue and earnings growth in fiscal 2025, with revenue rising 4% to $28.4 billion despite trade restrictions.
- US trade restrictions on China significantly reduced Applied's accessible wafer fab equipment (WFE) market in China, dropping China revenues from 45% in early 2024 to about 25-29% in late 2025.
- Applied expects wafer fab equipment spending in China to decline in 2026 with no significant change in trade restrictions anticipated.
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Innventure Q3 2025 Earnings Call - Accelsius' $1 Billion Pipeline Signals Production-Scale Shift in Data Center Cooling
Innventure's Q3 2025 earnings call showcased substantial momentum in Accelsius, their data center liquid cooling division, with a $1 billion opportunity pipeline, up 79% quarter-over-quarter, and over...
- Accelsius' opportunity pipeline grew 79% QoQ to exceed $1 billion, driven by hundreds of leads across hyperscalers, OEMs, and colocation providers.
- Over 75% of the pipeline now constitutes production opportunities for 2026, marking a serious shift from proof-of-concept to scaled deployments.
- Q3 Accelsius bookings surpassed the combined bookings of all prior quarters, signaling an inflection point in commercial traction.
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Nuvve Holding Corp. Q3 2025 Earnings Call - Strategic Shift to Stationary Battery Projects with High IRR Potential
Nuvve's Q3 2025 earnings reveal a strategic pivot towards stationary battery deployment after completing organizational restructuring. The company is developing three 2 MW battery projects in Denmark ...
- Nuvve finalized its organizational restructuring, enabling a shift in focus to stationary battery deployment.
- The company is developing three 2 MW battery projects in Denmark, representing $10 million CapEx and an IRR greater than 25%.
- These battery installations are expected to start recurring revenue streams by late 2026, lasting 10 to 12 years.
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WhiteFiber Q3 2025 Earnings Call - NC1 Project Nears Key Contract Signing Amid Strong Demand and Disciplined Growth
WhiteFiber’s third quarter report marks a pivotal moment as the newly public company navigates execution following its August IPO. The flagship NC1 project in North Carolina is on schedule for deploym...
- Q3 was WhiteFiber's first reporting period post-August IPO, reflecting transitional lumpiness as the company aligns operations and capital structure for growth.
- NC1, WhiteFiber's flagship North Carolina project, remains on schedule for first-quarter 2026 deployment and May 2026 revenue generation.
- There is intense demand for NC1 capacity, with over 10 firm proposals from leading AI labs and enterprises; negotiations narrowed to two highly creditworthy counterparties.
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