Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Century Aluminum Q3 2025 Earnings Call - Navigating Transformer Failures While Accelerating Mount Holly Expansion Amid Tight Aluminum Markets
Century Aluminum reported a mixed but resilient third quarter 2025 amid significant operational challenges and robust market conditions. The temporary shutdown of pot line two at the Grundartangi smel...
- Century Aluminum faced an 11-12 month production halt at Grundartangi's pot line two due to unexpected transformer failures but is exploring a repair option to shorten downtime.
- The company expects insurance to cover all property and business interruption losses with a $15 million deductible.
- Mount Holly smelter restart is progressing, targeting incremental production of 50,000+ metric tons starting Q2 2026 and full run rate by Q3, projecting ~$25 million additional EBITDA per quarter at current prices.
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FiscalNote Holdings Q3 2025 Earnings Call - Stabilizing ARR and Cost Discipline Signal Turnaround
FiscalNote’s Q3 2025 earnings reveal a company on the cusp of steady recovery, after a wrenching period of divestitures and federal sector disruptions. Revenue came in at $22.4 million, meeting guidan...
- Q3 2025 revenue totaled $22.4 million, in line with guidance, showing stability post-divestitures.
- Adjusted EBITDA was $2.2 million, surpassing guidance, marking the fifth consecutive quarter above 10% margin.
- Pro forma operating expenses decreased about 8%, driven by ongoing cost discipline and efficiency.
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Veritone 3Q 2025 Earnings Call - Strategic Debt Reduction and Surging AIware-Driven Growth
Veritone reported a strong Q3 2025 with revenue up 32% year-over-year to $29.1 million, driven by a 55% rise in software products and services revenue. The company is executing on its AIware-first str...
- Veritone achieved 32% year-over-year revenue growth in Q3 2025, reaching $29.1 million.
- Software products and services revenue, including VDR, grew 55% year-over-year; excluding Veritone Hire, growth exceeded 200%.
- The company completed full payoff of term debt and repurchased 50% of convertible debt, dropping annual debt costs from $14M to $800K.
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Akamai Technologies Q3 2025 Earnings Call - Accelerating Growth from Cloud Infrastructure Services and AI Inference Cloud
Akamai Technologies delivered a solid third quarter with revenue of $1.055 billion, up 5% year-over-year, and non-GAAP EPS of $1.86, exceeding expectations. The standout performer was Cloud Infrastruc...
- Akamai reported Q3 2025 revenue of $1.055 billion, up 5% year-over-year, and non-GAAP EPS of $1.86, a 17% increase year-over-year.
- Cloud Infrastructure Services (CIS) revenue surged 39% year-over-year to $81 million, accelerating from 30% growth in Q2.
- All three major US cloud providers now use Akamai's CIS, with one signing an expanded multi-year renewal this quarter.
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Nu Skin Enterprises Q3 2025 Earnings Call - Prism IO Launch and India Entry Set Growth Stage
Nu Skin closed Q3 2025 on track with $364 million revenue and EPS of $0.34, hitting guidance amid lingering macroeconomic headwinds. The standout growth came from Latin America at 53% year-over-year, ...
- Q3 revenue was $364 million, within guidance, with EPS at the high end of $0.34.
- Latin America delivered exceptional 53% year-over-year revenue growth, validating the emerging market strategy.
- North America continues to face headwinds amid direct selling model transformation and a saturated social commerce beauty market.
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USA Rare Earth 2025 Q3 Earnings Call - Advancing Integrated Magnet-to-Mine Strategy with LCM Acquisition
In her inaugural earnings call as CEO, Barbara Humpton underscored USA Rare Earth's mission to secure and diversify the US rare earth supply chain, reducing dependence on China. The company is progres...
- Barbara Humpton’s first earnings call as CEO emphasizes the importance of securing a US-based rare earth supply chain to reduce China dependence.
- USA Rare Earth is executing a mine-to-magnet integrated strategy now expanded magnet-to-mine, including mining, processing, metal/alloy production, and magnet manufacturing.
- Acquisition of LCM Less Common Metals (UK) is transformative, bringing over 30 years of metal and alloy expertise and acting as a critical supply link to Stillwater magnet plant.
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Bridger Aerospace Q3 2025 Earnings Call - Record Revenue and Fleet Utilization Amid Strategic Financial Flexibility
Bridger Aerospace delivered another strong quarter in Q3 2025, underscored by record revenue of $67.9 million, driven by a 5% year-over-year increase in operational activity amid a national landscape ...
- Bridger posted record Q3 revenue of $67.9 million, up 5% from Q3 2024, exceeding previous annual revenue guidance early in the year.
- Fleet utilization increased nearly 10% year-over-year, with multi-mission aircraft nearly doubling flight hours and super scoopers flying over 220 days each, well beyond contract guarantees.
- National Interagency Fire Center data showed a 50% increase in wildfire incidents year-to-date but a 40% decrease in acres burned, suggesting effective wildfire response where Bridger’s assets contributed significantly.
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Zymeworks Q3 2025 Earnings Call - Encouraging Clinical Progress and Strategic Capital Allocation Amid Pipeline Innovation
Zymeworks reported a solid Q3 2025 marked by encouraging early clinical data for its ADC candidate ZW191 targeting folate receptor alpha and initiation of dosing for ZW251 in hepatocellular carcinoma....
- Zymeworks presented promising initial phase one clinical data for ZW191, an ADC targeting folate receptor alpha, showing manageable safety and encouraging anti-tumor activity including a 64% objective response rate in gynecologic cancers at clinically relevant doses.
- The company initiated dosing of the first patient in the phase one trial for ZW251, a DAR4 ADC targeting GPC3 in hepatocellular carcinoma, with a similar dosing schema to ZW191 but emphasizing tolerability given the fragile patient population.
- Strong partnership momentum continues: Zymeworks recognized a $25 million milestone from Jazz Pharmaceuticals linked to pacritimab's advancement in metastatic castration-resistant prostate cancer phase three studies, plus $1 million royalties from Jazz and BeiGene related to Ziihera sales.
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VTEX Q3 2025 Earnings Call - Accelerating AI-Driven Profitability and Global B2B Expansion
VTEX reported a solid third quarter for 2025, delivering strong profitability gains driven by AI-powered operational efficiencies. Subscription gross margins reached a milestone exceeding 80%, fueled ...
- VTEX achieved over 80% non-GAAP subscription gross margins driven by AI-powered support automation, showcasing significant structural cost improvements.
- Non-GAAP net income rose 41% year over year to $10.6 million, reflecting expanding operating margins of 16%, a 230 basis point increase.
- Global expansion efforts are progressing with key enterprise customer deployments in the U.S. and Europe, including a major multi-billion dollar U.S. legacy system migration.
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BILL Fiscal First Quarter 2026 Earnings Call - Strong Embed Partnerships and AI Innovation Drive Profitability and Growth
BILL kicked off fiscal 2026 with top-end core revenue growth of 14% year-over-year, reaching $358 million, and a substantial expansion in non-GAAP operating margin to 17%. The company spotlighted thre...
- Core revenue grew 14% YoY to $358 million, hitting the top end of guidance.
- Non-GAAP operating margin expanded to 17%, driven by disciplined expense management and efficiency.
- Signed three major Embed 2.0 partnerships with NetSuite, Paychex, and Acumatica, extending reach to nearly 1 million SMBs.
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