Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
AT&S H1 25-26 Earnings Call - Turnaround to Positive Cash Flow and Strategic Growth Amid Market Challenges
AT&S reported a solid first half for fiscal year 25-26, showcasing a crucial turnaround from substantial operating free cash flow losses to a positive EUR 125 million, marking a significant step towar...
- AT&S achieved a turnaround from negative operating free cash flow of minus EUR 345 million to positive EUR 125 million in H1 25-26.
- Revenue grew to EUR 846 million, a 6% increase in euros, approximately 15% in dollars, despite unfavorable dollar exchange rates.
- EBITDA improved to EUR 175 million with a margin of 21%, supported by internal cost management and operational efficiency.
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Liberty Media Corporation 2025 Third Quarter Earnings Call - Strengthening Global Motorsport Brands with Apple Partnership and Live Nation Spin-Off
Liberty Media closed the third quarter of 2025 with solid momentum across its core motorsport assets, Formula One and MotoGP, and is finalizing the spin-off of Liberty Live, which holds significant Li...
- Liberty Media expects to complete the spin-off of Liberty Live on December 15, highlighting their position in Live Nation stock and asset-backed equity.
- Formula One renewed a multiyear global partnership with Heineken, demonstrating sustained commercial momentum despite one fewer race in Q3 2025.
- Formula One signed a landmark five-year U.S. distribution deal with Apple to innovate content delivery and tap into Apple's ecosystem for fan engagement.
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Viasat Q2 2026 Earnings Call - Strategic Growth Fueled by Satellite Launch Delays, Spectrum Value, and Defense Backlog Expansion
Viasat's Q2 fiscal 2026 results show tangible progress amid headwinds. Revenue rose modestly by 2%, with adjusted EBITDA climbing 3%. A notable $61 million net loss improved from $138 million year-ove...
- Viasat reported a net loss of $61 million in Q2 FY2026, improving significantly from a $138 million loss a year earlier.
- Revenue grew 2% year-over-year to $1.1 billion, driven by 3% growth in defense/advanced technology (DAT) and 1% growth in communication services.
- Adjusted EBITDA increased 3% to $385 million, with a 34% margin; communication services EBITDA grew while DAT EBITDA declined due to R&D investments and segment shifts.
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JEN Restaurant Group Inc. 3Q 2025 Earnings Call - Navigating Soft Traffic and Aggressive Expansion Amid Inflationary Pressures
JEN Restaurant Group reported a challenging third quarter of 2025 with a 9.9% drop in same-store sales and soft customer traffic exacerbated by external factors like tariffs and the economic crackdown...
- JEN opened 15 new restaurants in first nine months of 2025, exceeding guidance with 17 expected for full year.
- Same-store sales declined 9.9% in Q3 2025 amid macroeconomic pressures and tariff impacts, especially hitting California Hispanic customers.
- Total revenue grew 2.7% year-over-year to $50.4 million, driven by new unit openings despite soft existing store traffic.
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HEI 2025 Q3 Earnings Call - Progress on Wildfire Settlement and Strategic Financial Maneuvers
HEI's Q3 2025 earnings call highlighted steady advancement on several fronts tied tightly to its wildfire litigation and safety strategy. The company is navigating a complex regulatory landscape, movi...
- HEI is progressing its wildfire safety strategy ahead of schedule, fully deploying weather stations and AI-assisted cameras along with hiring its own meteorologist.
- The Maui wildfire tort litigation settlement is advancing toward final court approval, with a hearing scheduled for January 8, 2026, and first payment expected no sooner than early 2026.
- HEI proposed an alternative non-rate case process to rebase rates ahead of the second multi-year PBR period starting January 1, 2027 to save time and costs compared to traditional rate cases.
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American Healthcare REIT Q3 2025 Earnings Call - Strong Organic Growth and Strategic Expansion in Long-Term Care Portfolio
American Healthcare REIT delivered an impressive Q3 2025 with same-store NOI growth of 16.4%, marking its seventh consecutive quarter of double-digit growth. The company’s strategic focus on operating...
- American Healthcare REIT posted 16.4% same-store NOI growth in Q3 2025, sustaining seven consecutive quarters of double-digit growth.
- Occupancy in integrated senior health campuses (Trilogy) and shop segments surpassed 90%, signaling strong demand and pricing power.
- The company closed over $575 million in acquisitions year-to-date, adding two new operator relationships to expand geographic diversification.
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Endeavour Silver Q3 2025 Earnings Call - Terronera Reaches Commercial Production, Driving Growth Amid Cost Challenges
Endeavour Silver delivered a transformative Q3 2025 as Terronera officially entered commercial production, marking a pivotal growth milestone. The company produced 1.8 million oz silver and 7,300 oz g...
- Terronera reached commercial production mid-October after successful commissioning, averaging 90% design capacity and metal recoveries.
- Q3 production was 1.8 million oz silver and 7,300 oz gold excluding Terronera, an 88% increase YoY largely due to Colpa acquisition and Guanacevi’s full quarter.
- Revenue doubled to $111 million from higher precious metal prices and increased output.
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Palomar Holdings Q3 2025 Earnings Call - Robust 44% Premium Growth and Accelerated Earnings Highlight Portfolio Strength and Strategic Acquisition
Palomar Holdings reported an exceptional third quarter in 2025, delivering record gross written premiums up 44% year-over-year and adjusted net income growth of 70%. The company’s diversified specialt...
- Palomar delivered record gross written premium growth of 44% year-over-year in Q3 2025, reflecting diversified strength across all product lines except fronting.
- Adjusted net income grew 70% year-over-year to $55.2 million, representing the 12th consecutive earnings beat and the fourth guidance raise in 2025.
- Adjusted combined ratio improved to 74.8% and adjusted return on equity reached 25.6%, highlighting disciplined underwriting and operational efficiency.
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Goldfields Q3 FY2025 Earnings Call - Reserve Revaluation Bolsters Life Extension Strategy Amid Lease Negotiations
Goldfields reported a solid Q3 FY2025 operational performance with attributable production up 6% quarter-on-quarter and costs trimming 11% on all-in costs, reinforcing confidence in meeting full-year ...
- Q3 FY2025 delivered solid operational performance with 6% production growth quarter-on-quarter and 22% year-on-year increases.
- All-in costs dropped 11% quarter-on-quarter and 4% year-on-year; sustaining costs also declined, aiding margin stability.
- Tarkwa reserves significantly increased from 4.3 million to 7.4 million ounces due to higher reserve price assumptions ($2,000) and removal of operational constraints.
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Silvercorp Q2 Fiscal 2026 Earnings Call - Solid Revenue Growth Masked by Significant Non-Cash Charges
Silvercorp’s Q2 Fiscal 2026 report delivers a mixed bag. Revenue soared 23% year-over-year to $83 million, fueled by higher realized gold and silver prices and a 64% jump in gold sold. However, a cost...
- Revenue rose 23% year-over-year to $83 million, the second highest quarterly revenue achieved.
- Cash flow from operations surged 69% to $39 million thanks to higher realized silver and gold prices.
- Gold sold increased 64% versus the prior year quarter, marking a strong sales performance shift.
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