Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
PDS Biotechnology Q3 2025 Earnings Call - Strategic Protocol Amendment to Expedite Head and Neck Cancer Treatment Approval
PDS Biotechnology reported strong clinical progress in Q3 2025, highlighting compelling data from its VERSATILE-002 trial in HPV-16 positive recurrent or metastatic head and neck cancer. With a median...
- PDS Biotechnology completed the VERSATILE-002 phase 2 trial evaluating PDS0101 plus Keytruda in HPV-16 positive recurrent/metastatic head and neck cancer, enrolling 53 patients.
- VERSATILE-002 reported a median overall survival of 39.3 months for patients with combined positive score (CPS) ≥1, a remarkable figure in this resistant patient population.
- Progression-free survival in VERSATILE-002 was 6.3 months, notable given 62% of patients had low CPS (1-19), historically linked to poorer outcomes.
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Bilibili 2025 Q3 Earnings Call - Accelerating User Growth and Profitability Fueled by Quality Content and AI
Bilibili reported solid third-quarter 2025 results with accelerating user metrics hitting all-time highs: DAUs rose 9% to 117 million, MAUs increased 8% to 376 million, and average daily time spent re...
- Bilibili’s 2025 Q3 DAUs reached 117 million, up 9% year-over-year, hitting an all-time high.
- Monthly Active Users grew 8% year-over-year to 376 million, reaffirming strong community engagement.
- Average daily time spent per user increased to 112 minutes, a 6-minute year-over-year gain, demonstrating deepening user loyalty.
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Bioceres Crop Solutions Fiscal Q1 2026 Earnings Call - Strong Margin Expansion and Cost Discipline Offset Revenue Decline
Bioceres Crop Solutions reported a challenging first quarter for fiscal 2026, with revenues down 17% year-over-year to $77.5 million, driven by strategic shifts in the seed business, timing issues in ...
- Total revenues declined 17% year-over-year to $77.5 million due to strategic shifts and market demand factors.
- Gross profit remained virtually flat at $36.2 million despite lower revenues, reflecting improved product mix and margin expansion.
- Gross margin expanded impressively by 650 basis points to 47% from 40% in the prior year period.
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DiaMedica Therapeutics Q3 2025 Earnings Call - Promising DM199 Data Drives Expanded Preeclampsia Trials and Revised Stroke Enrollment Outlook
DiaMedica Therapeutics reported meaningful progress in Q3 2025, anchored by encouraging interim data from their phase 2 trial for DM199 in preeclampsia. The data confirm DM199's potential as a disease...
- DM199 is DiaMedica’s lead product, a recombinant human tissue KLK1 protease that improves vascular health via activation of the bradykinin pathway, increasing nitric oxide, prostacyclin, and endothelium-derived hyperpolarizing factor.
- Positive interim phase 2 results from the investigator-sponsored preeclampsia trial in South Africa demonstrate statistically significant, dose-dependent reductions in systolic and diastolic blood pressure.
- DM199 improves placental perfusion as evidenced by a significant reduction in the uterine artery pulsatility index, indicating enhanced uterine artery blood flow and endothelial function restoration.
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Protalix BioTherapeutics Q3 2025 Earnings Call - Advancing PRX-115 Phase Two and Managing Elefabrio's Regulatory and Commercial Momentum
Protalix BioTherapeutics reported mixed third-quarter results for 2025, marking a 24% increase in year-to-date revenues driven by strong enzyme replacement therapy sales, despite a minor 1% quarterly ...
- Protalix reported $43.6 million in revenues for the first nine months of 2025, up 24% year-over-year, supporting ongoing R&D activities.
- Third-quarter revenue slightly declined by 1% to $17.9 million due to partner inventory management at Chiesi, Pfizer, and Fiocruz.
- Elefabrio's Europe every-four-weeks dosing regimen received a negative CHMP opinion; a re-examination request is underway with a decision expected in Q1 2026.
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Venus Concept Q3 2025 Earnings Call - Stabilization in Energy-Based Device Sales Amid Hair Business Sale Delays
Venus Concept's Q3 2025 earnings reveal a mixed bag: a modest 2% increase in sales of energy-based devices contrasts with an overall revenue decline driven primarily by softness in the hair restoratio...
- Venus Concept achieved 2% year-over-year growth in energy-based device (EBD) sales in Q3 2025, indicating signs of stabilization in the core medical aesthetics segment.
- Total revenue fell by 8% year-over-year to $13.8 million, pressured by softness in the hair restoration business and challenges with customer financing and tighter credit markets.
- The pending sale of the Venus Hair business to MHG Coal Limited, announced in June, faced delays due to counterparty issues and internal reorganization, resulting in continued uncertainty affecting sales and operations.
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Aurora Mobile Q3 2025 Earnings Call - Back-to-Back GAAP Net Profit and EngageLab's 160% ARR Surge
Aurora Mobile delivered a standout Q3 2025, posting its first-ever back-to-back quarterly GAAP net profits amid broad-based revenue growth. The company’s flagship product, EngageLab, drove a striking ...
- Aurora Mobile achieved its first-ever consecutive quarterly GAAP net profits in Q3 2025.
- Group revenue grew 15% year-over-year to RMB 19.9 million, exceeding guidance.
- EngageLab ARR reached RMB 53.7 million in September 2025, up 160% year-over-year.
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Xunlei Q3 2025 Earnings Call - Soaring Revenues and Massive Investment Gains Illuminate Growth Path
Xunlei’s Q3 2025 earnings reveal a company firing on multiple cylinders. Revenues surged 57.7% year-over-year to $126.4 million, propelled by strong subscription growth, explosive overseas audio live ...
- Q3 2025 total revenues surged 57.7% year-over-year to $126.4 million, beating internal forecasts.
- Subscription revenue grew 22.3% YoY to $40.7 million, driven by user base expansion to 6.56 million and higher ARPU due to premium subscribers.
- Live streaming and other services revenue doubled plus with a 127.1% YoY increase to $49.1 million, fueled by rapid overseas audio live streaming growth and advertising revenue from Hupu acquisition.
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Aeluma Q1 Fiscal 2026 Earnings Call - Accelerating Commercialization Amid Soaring AI Semiconductor Demand
Aeluma kicked off fiscal 2026 on a solid note, riding the wave of surging AI adoption that’s driving unprecedented demand for high-performance semiconductor photonics. CEO Jonathan Klamkin outlined a ...
- Aeluma is fast-tracking its transition to commercial-scale production to capitalize on soaring AI-driven demand for optical semiconductor components.
- The company raised $23.4 million in a follow-on offering, doubling cash reserves to $38 million with zero debt, strengthening their balance sheet.
- Q1 revenue increased to $1.4 million from $481,000 a year ago, driven by government and commercial R&D contracts.
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Phoenix New Media Q3 2025 Earnings Call - Advertising Revenue Grows Amid Market Caution and Content Innovation
Phoenix New Media reported a resilient third quarter in 2025, with total revenues rising 22.3% year-on-year to RMB 200.9 million. The company’s advertising revenue climbed 7.3% despite a cautious mark...
- Phoenix New Media's total revenues increased 22.3% year-over-year to RMB 200.9 million in Q3 2025.
- Net advertising revenues rose 7.3% to RMB 159.3 million despite a cautious market environment.
- Paid services revenues surged 161.6% to RMB 41.6 million, primarily from digital reading services on third-party mini programs.
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