Earnings Call Transcripts
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All Earnings Calls
Pulmonx Q3 2025 Earnings Call - Leadership Return Amid Execution Challenges and Renewal Focus on Profitable Growth
Pulmonx’s Q3 2025 earnings call marked the return of Glenn French as CEO and Derrick Sung as COO and CFO, signaling a leadership reset aimed at addressing recent growth deceleration and operational in...
- Glenn French returned as CEO and Derrick Sung as COO/CFO to address operational challenges and accelerate value creation.
- Pulmonx reported Q3 2025 total revenue of $21.5 million, a 5% increase year-over-year, with U.S. revenue up only 1%.
- International sales grew 15% year-over-year, driven by Europe, while China saw a revenue decline.
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Ibotta Q3 2025 Earnings Call - Strategic Transformation Gains Traction Despite Macro Headwinds
Ibotta delivered Q3 2025 results with revenue of $83.3 million, down 16% year-over-year, but adjusted EBITDA came in 44% above guidance midpoint, reflecting disciplined cost control and investment in ...
- Q3 revenue was $83.3 million, down 16% year-over-year, but adjusted EBITDA margin improved to 20%, surpassing guidance by 44%.
- LiveLift, Ibotta’s new incremental sales measurement solution, is gaining traction with accelerating pilot programs and positive initial client feedback.
- The strategic partnership with Circana introduces third-party validation for sales lift, addressing concerns about Ibotta 'grading its own homework' and enhancing client confidence.
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Snail Q3 2025 Earnings Call - Deferred Revenue Deflates Top-Line but ARK DLC Pre-Sales Signal Strong Q4
Snail’s Q3 2025 earnings reveal a company playing the long game with deferred revenue suppressing top-line numbers while bookings and engagement momentum build. The company reported a significant $10....
- Snail’s Q3 2025 net revenue declined to $13.8 million from $22.5 million year-over-year, primarily due to a $10.9 million increase in deferred revenue from the ARK: Survival Ascended Lost Colony Expansion Pass.
- Bookings rose 9.3% year-over-year to $17.6 million in Q3, demonstrating strong demand despite reported revenue decline.
- Deferred revenue balance was $36.4 million at quarter-end, with $35.3 million from non-refundable payments; $26.5 million expected to be recognized in the next 12 months.
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Fractyl Health Q3 2025 Earnings Call - Revita Demonstrates Durable Weight Loss Post-GLP-1 Discontinuation, Pivotal Data Ahead
Fractyl Health’s Q3 2025 earnings call laid bare a major inflection point. The company reported randomized, sham-controlled data proving that one Revita procedure sustains weight loss after patients s...
- Fractyl released first randomized, double-blind, sham-controlled data showing a single Revita procedure sustains weight loss after GLP-1 drug discontinuation.
- In Remain One Midpoint cohort, Revita patients lost an additional 2.5% body weight at 3 months post-GLP-1 withdrawal versus 10% regain in sham group, a statistically significant difference.
- The pivotal Remain One study (315 patients) is ahead of schedule, with 60% randomized as of late October 2025; full randomization expected early 2026.
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United States Antimony Corporation Q3 2025 Earnings Call - Pivotal Growth and Vertical Integration Drive Critical Minerals Expansion
United States Antimony Corporation (USAC) reported a transformative quarter marked by a 182% year-over-year sales increase to $26.2 million over nine months, fueled by price gains and an expanding vol...
- USAC’s sales surged 182% in the first nine months of 2025 to $26.2 million, driven by price gains and increased zeolite volumes.
- The company signed two major long-term sales contracts totaling $352 million: $245 million with the Defense Logistics Agency and $107 million with a commercial fabric manufacturer.
- Gross margins improved to 28% in 2025 Q3 from 24% a year prior, though fourth quarter margins face pressure from declining antimony prices.
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INNOVATE Corp Q3 2025 Earnings Call - Infrastructure Segment Growth Amid Margin Pressure and Strategic Asset Sales
INNOVATE Corp reported Q3 2025 revenues of $347.1 million, up 43.3% year-over-year, led by robust performance in its infrastructure segment, particularly DBM Global. Despite strong revenue growth and ...
- INNOVATE’s Q3 2025 consolidated revenue surged 43.3% to $347.1 million, driven mainly by infrastructure.
- DBM Global’s revenue grew year-to-date to $836.4 million, with adjusted backlog rising $500 million to $1.6 billion.
- DBM’s gross margin compressed by about 510 basis points to 13.6%, and adjusted EBITDA margin fell 200 basis points to 6.9% year-over-year.
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Talphera Q3 2025 Earnings Call - Clinical Site Activation Delays Push Nephrostudy Completion to H1 2026
Talphera's Q3 2025 earnings call spotlighted the mixed progress in the Nifamostat nephrostudy. While enrollment at existing high-yield sites remains strong, delays in activating four of six new key cl...
- Talphera completed a $17 million first tranche financing, including a $5 million strategic investment by CorMedix, which gains a board seat and acquisition negotiation rights post-topline nephrostudy data.
- Enrollment acceleration was achieved by restructuring the nephrostudy, reducing patient targets from 166 to 70 and refining clinical site profiles to medical ICUs led by nephrologists.
- Of six new high-volume target-sites expected by September 30, only two were activated by quarter-end; the remaining four faced delays due to institutional approval processes and restructuring.
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Wrap Technologies Q3 2025 Earnings Call - Non-Lethal Response Ecosystem Gains Traction with Expanding Market Reach
Wrap Technologies posted its strongest quarter in two years with $2 million in gross revenue, buoyed by a 12% contribution from subscription-based sales. The company emphasized its transformation from...
- Q3 2025 marked Wrap’s strongest financial performance in two years with $2 million in gross revenue and a 12% subscription sales mix signaling improved fundamentals.
- Wrap is evolving beyond hardware into a connected ecosystem of training, policy, and tools aimed at non-lethal response solutions for law enforcement and counter-UAS operations.
- Data from 516 law enforcement agencies shows rising BolaWrap adoption coinciding with declines in Taser, pepper spray, and baton use amid tightening policies nationwide.
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BioCardia Q3 2025 Earnings Call - Progress on CardiAmp Cell Therapy and Regulatory Advancements Highlighted
BioCardia reported steady progress across its clinical pipeline in Q3 2025, emphasizing regulatory interactions and enrollment acceleration in its lead CardiAmp autologous cell therapy for ischemic he...
- BioCardia’s CardiAmp autologous cell therapy targets ~2 million ischemic heart failure patients with NYHA Class II and III symptoms, showing consistent promise across three clinical trials.
- The CardiAmp system has FDA breakthrough therapy designation and is undergoing active regulatory discussions with both the FDA and Japan’s PMDA.
- BioCardia received a positive preliminary clinical consultation with Japan’s PMDA and expects a critical follow-up consultation soon that could enable marketing approval in Japan.
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Usio Q3 Fiscal 2025 Earnings Call - Record Processing Volumes Drive Recurring Revenue Growth
Usio reported solid Q3 fiscal 2025 results, marked by an impressive string of seven quarterly processing volume records including a record $16.2 million in overall transaction volume, up 8% year-over-...
- Usio set seven processing volume records in Q3 including a $16.2 million quarterly transaction volume, up 8% year-over-year.
- ACH revenues grew 30% year-over-year, driven by new deals and expanding volumes from existing customers, marking the eighth consecutive quarter of growth.
- Total revenues were flat year-over-year mainly due to one-time events in the prior year and weakness in card issuing and interest income.
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