Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Ascendis Pharma Q3 2025 Earnings Call - Strong Global Launch of Europad and Progress Toward Growth Disorder Leadership
Ascendis Pharma reported robust Q3 2025 results highlighted by the strong global commercial launch of Europad, with over 4,250 patients prescribed in the U.S. alone and growing physician adoption acro...
- Europad globally generated €143 million revenue in Q3 2025 with steady new patient additions and over 2,000 prescribers in the U.S.
- More than 4,250 U.S. patients prescribed Europad by end of Q3, with positive compliance and expectations of lifelong treatment.
- Europad approval rates in U.S. insurance reimbursements hold around 70% with anticipated improvement over time.
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Flutter Entertainment Q3 2025 Earnings Call - Launch of FanDuel Predicts and Impact of Transitory Sports Results Force Guidance Cut
Flutter Entertainment's Q3 2025 update reveals sustained growth in customer engagement and iGaming, despite reporting a net loss chiefly due to regulatory changes in India and a significant one-off pa...
- Q3 revenues grew 17% year-over-year, driven by 14 million average monthly players and strong iGaming growth.
- Adjusted EBITDA rose 6% despite a net loss of $789 million due to a $556 million non-cash impairment from India regulatory changes and a $205 million payment to Boyd for US market access.
- FanDuel Predicts will launch in December, targeting states without sports betting, aiming to significantly expand addressable market through CME partnership and FanDuel’s brand.
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Cisco Q1 FY2026 Earnings Call - AI Infrastructure and Networking Drive Record Revenues, Setting up Strongest Year Yet
Cisco kicked off fiscal 2026 with a bang, surpassing top and bottom-line guidance as AI infrastructure demand and campus networking refreshes fueled a 10% rise in product revenue. Hyperscale cloud cus...
- Cisco reported record Q1 revenue of $14.9 billion, up 8% YoY, exceeding the high end of guidance.
- Product revenue grew 10% YoY, driven by strong demand for AI infrastructure and campus networking solutions.
- Non-GAAP EPS grew 10%, indicating operating leverage with profits outpacing revenue growth.
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Alliance Entertainment First Quarter Fiscal Year 2026 Earnings Call - Strong Revenue Growth and Margin Expansion Fueled by Physical Media and AI Initiatives
Alliance Entertainment kicked off fiscal 2026 on a strong note, reporting an 11% revenue growth year-over-year to $254 million and a striking 259% surge in adjusted EBITDA to $12.2 million. This perfo...
- Alliance Entertainment reported an 11% year-over-year revenue increase to $254 million in Q1 fiscal 2026 driven by physical media, collectibles, and direct-to-consumer sales.
- Adjusted EBITDA surged 259% to $12.2 million with a margin expansion to 4.8%, a new baseline for fiscal 2026 and beyond.
- Gross margin improved by 340 basis points to 14.6%, reflecting better product mix and cost efficiencies.
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Airgain Q3 2025 Earnings Call - Steady Core Growth Supports Platform-Driven Transition
Airgain closed Q3 2025 with its third straight quarter of sequential revenue growth, hitting guidance and posting positive adjusted EBITDA, signaling operational discipline amid strategic shifts. The ...
- Airgain delivered its third consecutive quarter of sequential revenue growth in Q3 2025, meeting guidance with $14 million in revenue.
- The core business—consumer Wi-Fi 7 antennas and embedded modems in utilities—is profitable and growing, with over 50% year-to-date growth in cable operator Wi-Fi 7 sales.
- Embedded modems now represent more than half of enterprise revenue, driven by utility infrastructure monitoring demand.
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authID Q3 2025 Earnings Call - Major Enterprise Deals and Revenue Setbacks Highlight Transition Year
authID's Q3 2025 earnings call reveals a company at an inflection point. While two significant early contracts faltered—resulting in negative net revenue for the quarter—the firm secured four new cust...
- authID reported negative net revenue in Q3 2025 due to underperforming contracts with two major early Fast 100 customers.
- One large 2024 contract was put on hold for revenue recognition after the customer faced go-to-market challenges and delayed payments; negotiations for revised terms are ongoing.
- A second customer received an estimated $700,000 concession related to annual minimum usage fees as their actual usage fell significantly short of commitments.
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Lulu’s Q3 2025 Earnings Call - Steady Improvement with Occasion Wear Driving Margin Expansion Amid Casual Wear Weakness
Lulu’s reported Q3 2025 results showcasing tangible progress in its turnaround strategy, driven by strong momentum in special occasion and bridesmaids categories while casual wear and footwear remain ...
- Lulu’s Q3 2025 net revenue declined 9% to approximately $73.6 million, primarily due to a 14% decrease in total orders placed, partially offset by an 8% increase in average order value.
- Special occasion and bridesmaid categories continue to outperform, driving ongoing year-over-year net sales growth and confirming the strength of Lulu’s event attire strategy.
- Gross margin expanded by 450 basis points year-over-year to 42.6%, marking four consecutive quarters of product margin improvement, attributed to higher mix of full-price sales and margin-enhancing product categories.
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SoundThinking Q3 2025 Earnings Call - Execution Challenges Delay Revenues, Yet AI Innovations and Strategic Growth Propel Optimism
SoundThinking reported Q3 2025 revenues of $25.1 million, falling short of expectations due to delays in large contracts including ShotSpotter renewals in Puerto Rico and Crime Tracer statewide bookin...
- Q3 2025 revenues declined 4% year-over-year to $25.1 million, missed expectations due to delays in key contracts.
- Absent ShotSpotter renewal in Puerto Rico and delayed Crime Tracer statewide deal affected topline and guidance.
- SoundThinking is realigning sales with an interim head appointed, revising go-to-market strategies to improve conversion.
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Absci Q3 2025 Earnings Call - Strategic Shift to ABS-201 in Alopecia and Endometriosis Amplifies Value Creation
Absci's Q3 2025 update revealed a decisive pivot in its development pipeline, prioritizing ABS-201 for androgenetic alopecia (AGA) and endometriosis over ABS-101. Interim Phase I results for ABS-101 s...
- ABS-101 Phase I interim data shows extended half-life versus first-gen competitors but not next-gen, with favorable safety and no ADA impact on PK.
- Absci will not pursue internal Phase II development of ABS-101, opting to seek a partner for further clinical advancement.
- ABS-201 development is accelerated, with a Phase I/IIa trial in androgenetic alopecia (AGA) starting December 2025 and interim proof of concept data expected in late 2026.
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Digi International Fiscal Q4 2025 Earnings Call - Record ARR Growth and AI Edge Integration Drive Strong Outlook
In its Fiscal Q4 2025 earnings call, Digi International posted record quarterly revenue of $114 million, marking a 9% year-over-year growth and a strong return to top-line growth. The company’s Annual...
- Digi International achieved record quarterly revenue of $114 million in Q4 2025, up 9% year-over-year.
- Annual Recurring Revenue (ARR) hit $152 million, a 31% year-over-year increase and about 35% of total revenue.
- Fiscal 2025 full-year revenue grew modestly by 1% to $430 million, with adjusted EBITDA rising 11% to $108 million.
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