Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Alvotech Q3 2025 Earnings Call - Navigating FDA Hurdles Amid Robust Pipeline Expansion
Alvotech reported a mixed Q3 2025 marked by a Complete Response Letter (CRL) from the FDA related to manufacturing facility issues, notably disrupting approval timing for their Simponi biosimilar in t...
- Alvotech received a CRL from FDA for their Simponi biosimilar BLA due to unresolved issues from the Reykjavik facility inspection, delaying U.S. approval to potentially H1 2026.
- The Reykjavik manufacturing site remains FDA-approved and continues production of existing marketed products and shipments globally.
- Extensive corrective actions are underway with 93% of over 180 FDA commitments completed to address manufacturing controls and quality documentation.
- +9 more takeaways
Gambling.com Group Q3 2025 Earnings Call - Sports Data Services Drive Record Revenue Amid SEO Challenges
Gambling.com Group reported a record third quarter in 2025, with revenue up 21% year over year to $39 million and adjusted EBITDA up 3% to $13 million. The standout was the sports data services segmen...
- Record Q3 2025 revenue of $39 million, up 21% year over year, with adjusted EBITDA growth of 3% to $13 million.
- Sports data services revenue quadrupled to $9.2 million, now representing 25% of total revenue.
- OpticOdds, the enterprise sports data platform, doubled its revenue year over year, expanding its offerings to over 10 sports and 350 leagues.
- +13 more takeaways
Bragg Gaming Group Q3 2025 Earnings Call - Strong U.S. and Brazil Growth Drive Margin Expansion
Bragg Gaming Group reported a mixed Q3 2025 with modest overall revenue growth of 2% year-over-year, but a strong 20% increase excluding the Netherlands, driven by robust performance in the U.S. and B...
- Overall Q3 2025 revenue grew 2% year-over-year to EUR 26.8 million.
- Excluding the Netherlands, revenue rose a strong 20%, reflecting high-growth markets execution.
- Proprietary content revenue climbed 35% year-over-year, now 16% of total revenue.
- +15 more takeaways
National Energy Services Reunited Third Quarter 2025 Earnings Call - NESR Secures Record-Breaking Jafurah Frac Contract and Accelerates Growth
National Energy Services Reunited (NESR) reported a challenging Q3 2025 marked by a revenue dip of 9.8% sequentially and 12.2% year-over-year amid contract transitions and macroeconomic volatility. Ho...
- NESR secured the largest frac services contract in Middle East history with the multi-billion dollar Jafurah award from Saudi Aramco, starting November 2025.
- Q3 2025 revenue declined 9.8% sequentially and 12.2% year-over-year due to contract transitions but margins held steady at 21.7%.
- NESR’s countercyclical investment strategy enables growth during downturns, contrasting with industry-wide cutbacks.
- +9 more takeaways
Great Elm Group Fiscal 2026 Q1 Earnings Call - Strategic Growth Amid Setbacks and Capital Raises
Great Elm Group’s fiscal Q1 2026 earnings call reveals a company in aggressive expansion mode while navigating operational hurdles. Despite posting a net loss of $7.9 million largely due to unrealized...
- Great Elm raised nearly $250 million in debt and equity during Q1 across credit and real estate platforms, underscoring strong capital formation.
- Fee-paying assets under management grew 9% year-over-year to approximately $594 million, or 10% pro forma factoring in GECC financing adjustments.
- The partnership with Kennedy Lewis Investment Management serves as a growth catalyst, bringing $150 million of leverageable capital and institutional expertise to expand the real estate platform.
- +10 more takeaways
Edgewell 4Q & FY2025 Earnings Call - Strategic Portfolio Focus and Divestiture of Feminine Care to Drive Future Growth
Edgewell’s fiscal 2025 was a year defined by external challenges and internal transformation. Despite a 1.3% organic net sales decline for the year, with North America weakening 4%, the company delive...
- Edgewell plans to divest its feminine care business to focus resources on shave, sun and skincare, and grooming segments judged as core to long-term growth.
- Fiscal 2025 saw organic net sales decline 1.3% overall, with North America down about 4% while international markets grew 3.5%, reflecting strong momentum abroad especially in Europe and Greater China.
- Q4 organic net sales grew 2.5%, inline with expectations, driven by international acceleration and North America stabilization despite wet shave category softness.
- +12 more takeaways
Cybin Q2 2026 Earnings Call - Advancing Late-Stage Psychedelic Programs with Scalability and Capital Discipline
Cybin delivered a pivotal quarter marked by a smooth leadership transition, robust clinical progress, and a strengthened financial position following a $175 million financing. The company is intensify...
- Interim CEO Eric So leads Cybin through CEO transition with a board search ongoing and stable operational cadence maintained.
- Lead program CYB003 (deuterated psilocin analog) is progressing in global phase 3 trials for major depressive disorder with breakthrough therapy designation.
- CYB003 clinical design focuses on predictable, staff-light sessions compatible with existing psychiatric clinic workflows to reduce visit burden and enhance scalability.
- +13 more takeaways
NextPlat Corp 2025 Q3 Earnings Call - Signs of Operational Turnaround Amid Revenue Headwinds
NextPlat Corp's third quarter 2025 earnings revealed a company at a crossroads, showing early glimmers of operational improvement despite revenue pressures. While total revenues dropped 11% year-over-...
- NextPlat's Q3 2025 revenue fell 11% YoY to $13.8 million, mainly due to declines in healthcare operations and e-commerce.
- Pharmacy prescription revenues increased 5% YoY to $9.5 million despite a 25% drop in total prescriptions filled.
- 340B contract revenue plummeted from $2.5 million in Q3 2024 to $600,000 in Q3 2025 due to client exits and transitions.
- +12 more takeaways
U.S. Global Investors Q1 2026 Earnings Call - Gold and Thematic Smart Beta Strategies Drive Rebound Amid Market Volatility
U.S. Global Investors reported a Q1 2026 rebound in assets under management and net income, driven largely by strength in gold-related products and thematic smart beta 2.0 strategies. CEO Frank Holmes...
- U.S. Global Investors uses a quantum model strategy for thematic smart beta 2.0 products, focusing on gold, natural resources, airlines, and luxury goods.
- Gold’s volatility has decreased compared to 20 years ago due to institutional participation, but remains higher than typical equities.
- Top institutional shareholders include Gator Capital (6.28%), Vanguard (5.68%), and Parrot Capital (4.81%).
- +13 more takeaways
Marpai Q3 2025 Earnings Call - Strategic Pivot to Operational Efficiency and Sales Growth Amid Revenue Decline
Marpai's Q3 2025 earnings reveal a stark 42% drop in net revenues year-over-year to $4 million, juxtaposed with a commendable 24% reduction in operating expenses. The company, led by CEO Damien Lamend...
- Net revenues fell 42% year-over-year to $4 million in Q3 2025, signaling continued top-line challenges.
- Operating expenses improved by 24%, reflecting disciplined cost control efforts during the turnaround.
- Operating loss slightly improved by 2% to $3.5 million, with net loss also improving marginally by 2% to $3 million.
- +12 more takeaways