Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
NuScale Q3 2025 Earnings Call - Landmark 6 GW TVA Agreement Accelerates SMR Commercialization
NuScale reported robust progress in Q3 2025, driven by a historic agreement involving the Tennessee Valley Authority (TVA) and Inter One Energy to deploy up to 6 gigawatts of NuScale's small modular r...
- NuScale secured a landmark agreement with TVA and Inter One Energy to deploy up to 6 GW of SMR nuclear capacity, representing approximately 72 NuScale power modules across up to six plants.
- This 6 GW project is the largest SMR deployment program in U.S. history and could power a metropolitan area the size of Dallas-Fort Worth.
- The agreement includes a milestone partnership agreement (PMA) between NuScale and Inter One, where NuScale advances milestone-based payments to Inter One to accelerate project development and supply chain readiness.
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AMN Healthcare Q3 2025 Earnings Call - Staffing Demand Rebounds, Bill Rates Signal First Rise in Three Years
AMN Healthcare reported a better-than-expected third quarter with $634 million in revenue, beating guidance by $9 million. The recovery from Q2 softness was evident in a moderate rebound in staffing d...
- Q3 revenue reached $634 million, $9 million above guidance, signaling stronger-than-expected demand recovery.
- Adjusted EBITDA was $57.5 million (9.1% margin), 90 basis points above guidance, despite ongoing margin pressures.
- Staffing demand rebounded in Q3 after Q2 softness; travel nurse winter orders slightly favorable compared to prior year.
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StoneCo Q3 2025 Earnings Call - Solid Profit Growth Amid Macro Challenges, Focus Shifts to Credit and Capital Returns
StoneCo's Q3 2025 earnings reveal resilient profit growth despite a challenging macro environment. Adjusted gross profit grew 15.2%, with adjusted basic EPS up 31% year-over-year, reflecting disciplin...
- StoneCo's adjusted gross profit rose 15.2% year-over-year in Q3 2025 despite macroeconomic headwinds.
- Adjusted basic EPS grew 31% year-over-year, reaching BRL 2.57 per share in Q3, maintaining the company on track for its full-year targets.
- The firm returned BRL 2.8 billion to shareholders in the last 12 months via share buybacks, representing about a 10% yield, and has returned 74% of identified excess capital by end-October.
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JFrog Q3 2025 Earnings Call - Cloud Growth and Security Solutions Drive Strong Momentum
JFrog delivered a robust Q3 2025, marked by 26% year-over-year revenue growth to $136.9 million and a 50% surge in cloud revenues reaching $63.4 million. The company’s strategic focus on cloud platfor...
- Q3 2025 total revenue hits $136.9 million, up 26% year-over-year.
- Cloud revenue grows 50% year-over-year to $63.4 million, driven by broader artifact types including AI models.
- Enterprise customers spending over $1 million increased 54% year-over-year to 71 clients.
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Synaptics Q1 FY2026 Earnings Call - Strong IoT Growth and Launch of Next-Gen Astra Edge AI Processors
Synaptics reported a robust start to fiscal 2026, led by a 74% year-over-year surge in core IoT revenues, propelling overall revenue growth of 14%. The highlight of the quarter was the successful laun...
- Synaptics reported Q1 fiscal 2026 revenue of $292.5 million, up 14% year-over-year, exceeding guidance midpoint.
- Core IoT product revenue surged 74% year-over-year, driven by processors and wireless connectivity; it now represents 35% of total revenue.
- Non-GAAP EPS rose 35% year-over-year to $1.09, reflecting strong earnings growth and margin expansion.
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Definitive Healthcare Q3 2025 Earnings Call - Improving Retention and New Logos Amid Revenue Pressure
Definitive Healthcare reported Q3 2025 revenues of $60 million, down 4% year-over-year but at the high end of guidance, with adjusted EBITDA of $18.9 million delivering a strong 32% margin, aided by o...
- Q3 2025 revenue of $60 million declined 4% year-over-year but was at the high end of guidance.
- Adjusted EBITDA was $18.9 million with a 32% margin, above guidance, reflecting operational improvements and cost discipline.
- Total customer count held steady at ~2,400 while enterprise customers increased by 10 to 520, the highest since Q3 2024.
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Abacus Global Management Q3 2025 Earnings Call - Record Revenue Growth, New Dividend, And Innovative Securitization Strategy
Abacus Global Management delivered a stunning third quarter, marking its 10th consecutive beat over consensus with revenue surging 124% year-over-year to $63 million and adjusted net income rising 60%...
- Abacus reported 124% year-over-year revenue growth to $63 million and a 60% increase in adjusted net income to $23.6 million in Q3 2025.
- The company announced a $0.20 per share annual dividend and a $10 million share repurchase program, reflecting confidence in long-term cash flow sustainability.
- A $50 million above investment-grade securitization of life insurance assets was completed, establishing a scalable, recurring institutional funding mechanism.
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The Joint Corporation Third Quarter 2025 Earnings Call - Strategic Refranchising and Marketing Revamp Face Patient Count Headwinds
The Joint Corporation's Q3 2025 results highlighted a 6% revenue increase alongside a 36% jump in adjusted EBITDA, driven largely by cost reductions amid a 1.5% decline in system-wide sales and a 2% d...
- Revenue from continuing operations increased by 6% year-over-year for Q3 2025, driven by a growing number of franchise clinics.
- Consolidated adjusted EBITDA surged 36% despite a 1.5% decline in system-wide sales and a 2% negative comparable sales figure.
- The Joint is shifting its marketing strategy from broad wellness to targeted pain relief messaging, launching the 'Life Unpaused' national campaign to increase new patient acquisition.
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Cable One Q3 2025 Earnings Call - Navigating Elevated Customer Churn Amid Billing Migration and Competitive Pressures
Cable One reported weaker-than-expected subscriber results in Q3 2025, with a 21,600 decline in residential broadband customers driven by a mix of macroeconomic headwinds, competitive market dynamics,...
- Q3 2025 saw a 21,600 decline in residential broadband customers due to macroeconomic, competitive, promotional, and billing migration factors.
- Connects improved year-over-year in Q3 and continued momentum into October, despite prior elevated churn.
- Simplified pricing enabled by a new billing platform improved sales agility and customer experience.
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Opendoor Q3 2025 Earnings Call - Opendoor 2.0: Rebuilding from Software Neglect to Break-Even Ambition
Opendoor's Q3 2025 earnings call marked a decisive shift under new CEO Kaz Najatin. Diagnosing the prior leadership's failures bluntly, Najatin described the "old Opendoor" as risk-averse, over-relian...
- New CEO Kaz Najatin identified prior Opendoor leadership as risk-averse and overly dependent on consultants, which slowed business and stifled innovation.
- Since Najatin's mid-September start, home acquisition speed nearly doubled from 120 to 230 homes per week within seven weeks.
- Opendoor 2.0 focuses on being a software-first company leveraging AI for pricing, automation, and reducing manual toil.
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