Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
374Water Q3 2025 Earnings Call - Accelerating PFAS Destruction Services Fueling Revenue Growth and Market Validation
374Water’s Q3 2025 earnings call highlighted significant strides in commercializing its AirSCWO technology for destroying organic and PFAS-contaminated wastes. Interim CEO Stephen Jones outlined a cle...
- Stephen Jones named Interim CEO with deep experience leading waste and environmental services companies and strategizes to grow recurring waste destruction services.
- 374Water’s proprietary AirSCWO technology efficiently destroys PFAS and other organic wastes, producing safe water, minerals, and recoverable energy.
- The company is pursuing three business models: waste destruction services (preferred), capital equipment sales, and leases with operational services.
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KORU Medical Systems Q3 2025 Earnings Call - Accelerated 27% Revenue Growth Driven by SCIG Market Expansion and Oncology Infusion Advances
KORU Medical Systems reported a strong Q3 2025 with 27% year-over-year revenue growth, fueled primarily by a 30% surge in their core subcutaneous immunoglobulin (SCIG) business fueled by international...
- KORU delivered 27% year-over-year revenue growth in Q3 2025, hitting over $10 million for the second straight quarter.
- Core U.S. subcutaneous immunoglobulin (SCIG) business grew 30%, outpacing market growth due to international expansion and global share gains.
- International revenue surged 230%, driven by successful prefilled syringe (PFS) conversions in Europe simplifying patient and healthcare professional usage.
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Intellicheck Q3 2025 Earnings Call - Robust 28% Revenue Growth Fueled by Banking Expansion and Product Innovation
Intellicheck reported a strong third quarter for 2025, delivering revenue growth of 28% year-over-year to $6 million and achieving a new adjusted EBITDA record of $631,000. The surge was driven primar...
- Intellicheck achieved 28% revenue growth year-over-year in Q3 2025, reaching a record $6 million.
- Adjusted EBITDA hit a third-quarter record at $631,000, a significant improvement from a negative $160,000 last year.
- Primary revenue driver was a regional bank launching Intellicheck in branches, supported by a three-year contract worth high seven digits.
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Duos Technologies Q3 2025 Earnings Call - Strategic Pivot to Edge Data Centers Drives Record Growth and Adjusted EBITDA Profitability
Duos Technologies reported a transformative third quarter, highlighted by a 112% year-over-year revenue surge to $6.88 million and achieving adjusted EBITDA profitability a quarter ahead of schedule. ...
- Duos Technologies achieved a 112% year-over-year revenue increase in Q3 2025, reaching $6.88 million, and exceeded prior profitability expectations by attaining adjusted EBITDA positive results one quarter ahead of schedule.
- The company is strategically shifting focus towards edge computing and data center power solutions, capitalizing on AI-driven demand growth and hyperscalers’ power constraints for large data centers.
- Duos holds a 5% equity stake in APR Energy and executes an asset management agreement that significantly contributes to recurring revenue, though this agreement will end in 2026, prompting diversification efforts.
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MDxHealth Q3 2025 Earnings Call - ExoDx Acquisition Sets Stage for Sustained Growth Amid Strategic Focus Shifts
MDxHealth reported a strong Q3 2025 with revenues climbing 18% year-over-year to $27.4 million and adjusted EBITDA turning positive at $1 million, marking continued operational discipline and efficien...
- Q3 2025 revenue reached $27.4 million, up 18% from 2024, driven by strong test volumes and mix shifts.
- Adjusted EBITDA was positive $1 million in Q3, improving from negative $3.8 million the prior year, highlighting improved profitability.
- MDxHealth completed the acquisition of Exosome Diagnostics (ExoDx) at quarter-end, expanding its precision diagnostics portfolio in urology.
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Journey Medical 3Q 2025 Earnings Call - Emrosi Launch Driving Strong Revenue Growth and Improved EBITDA
Journey Medical reported solid 3Q 2025 results, posting 21% year-over-year revenue growth led by a 75% sequential rise in Emrosi sales, their best-in-class oral treatment for inflammatory lesions of r...
- Journey Medical achieved 21% year-over-year revenue growth in 3Q 2025, driven predominantly by Emrosi's commercial success.
- Emrosi sales surged 75% sequentially from Q2 to Q3, contributing $4.9 million in revenue in the quarter.
- Total Emrosi prescriptions grew approximately 146% quarter-over-quarter, reaching 18,198 in Q3 2025.
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MaxCyte Q3 2025 Earnings Call - Strategic SPL Growth Amid Challenging Market and Streamlined Operations
MaxCyte reported $6.8 million in Q3 2025 revenue, reflecting consistent performance despite a tough operating environment marked by prolonged ex vivo therapy funding challenges. The company signed fou...
- Q3 2025 total revenue was $6.8 million, with $6.4 million core revenue and $0.4 million SPL program-related revenue, aligning with guidance despite some timing delays.
- MaxCyte signed four new strategic SPLs in 2025, bringing total SPLs signed to 32, maintaining a strong and diversified pipeline.
- Fourteen SPL customers currently have 18 clinical programs underway; five programs anticipate pivotal studies in the next 6-18 months, targeting commercial launches in 2027-2028.
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Immuneering Q3 2025 Earnings Call - Tevid MetNib Shows Transformational Efficacy and Tolerability in First-line Pancreatic Cancer
Immuneering's Q3 2025 earnings call spotlighted compelling clinical case studies demonstrating the potential of Tevid MetNib, in combination with FOLFIRINOX, to elicit remarkable tumor responses in fi...
- Immuneering presented two remarkable pancreatic cancer case studies with Tevid MetNib plus FOLFIRINOX, including an unconfirmed complete response and successful surgical conversion.
- Previous data showed 86% overall survival at nine months in 34 first-line pancreatic cancer patients treated with Tevid MetNib and gemcitabine nab-paclitaxel, significantly higher than the ~47% standard care benchmark.
- Tevid MetNib demonstrated a favorable tolerability profile; patients reported improved quality of life and maintained stable weight during treatment.
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Journey Medical Q3 2025 Earnings Call - Emrosi Launch Powers 21% Revenue Surge, Approaching EBITDA Positivity
Journey Medical reported a strong third quarter in 2025 with 21% year-over-year revenue growth, largely driven by the robust commercial launch of Emrosi, their oral rosacea treatment. Emrosi prescript...
- Journey Medical achieved 21% year-over-year revenue growth in Q3 2025, primarily driven by Emrosi’s commercial launch.
- Emrosi sales reached $4.9 million in Q3, a 75% increase from Q2, with prescriptions growing approximately 146% quarter-over-quarter.
- The number of unique Emrosi prescribers rose 50% from 1,800 to over 2,700, showing rapid adoption within targeted dermatologists.
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Celcuity Q3 2025 Earnings Call - Gedatolisib Poised as New Standard in HR+ HER2- Advanced Breast Cancer
Celcuity’s Q3 2025 earnings call spotlighted their landmark progress toward positioning gedatolisib as a new standard of care for HR positive, HER2 negative advanced breast cancer patients. The compan...
- Celcuity reported positive top-line data from the PIK3CA wild-type cohort of the phase III VIKTORIA-1 trial showing remarkable median progression-free survival (PFS) improvements: 9.3 months for the gedatolisib triplet vs. 2 months for control.
- Hazard ratios of 0.24 for the triplet and 0.33 for the doublet are unprecedented in second-line HR positive, HER2 negative advanced breast cancer, establishing new efficacy benchmarks.
- Objective response rates significantly favored gedatolisib combinations (32% triplet, 28% doublet) compared to 1% with fulvestrant alone, with median durations of response reaching 17.5 and 12 months respectively.
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