Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Greystone Housing Impact Investors LP Q3 2025 Earnings Call - Strategic Shift Away from JV Equity Investments Towards Stable Tax-Exempt Mortgage Revenue Bonds
Greystone Housing Impact Investors reported steady Q3 2025 performance with no forbearance requests across its multifamily mortgage revenue bond portfolio, though occupancy dipped slightly due to incr...
- No forbearance requests; all borrowers current on multifamily mortgage revenue bonds as of Sept 30, 2025.
- Slight decline in fiscal occupancy to 87.8% from 88.4% at prior quarter, mainly due to increased multifamily supply in Texas.
- Post-construction lease-up and stabilization progressing across affordable multifamily and joint venture equity projects.
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NerdWallet Q3 2025 Earnings Call - Banking and Personal Loans Drive Revenue Surge Amid Strategic Brand and Market Expansion
NerdWallet reported a strong third quarter in 2025, outpacing revenue and non-GAAP operating income guidance. The company’s growth is anchored in two key initiatives: expanding its consumer base beyon...
- Q3 revenue reached $215 million, up 12% year-over-year, exceeding guidance.
- Non-GAAP operating income was $41 million, well above the $23-$27 million guidance.
- Banking and personal loans verticals grew dramatically by 96% and 91%, respectively.
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BioLife Solutions Q3 2025 Earnings Call - Raising 2025 Guidance on Robust Biopreservation Media Growth and Portfolio Focus
BioLife Solutions reported a strong Q3 2025 with total revenue up 31% year over year, driven primarily by a 33% increase in their core cell processing platform, especially biopreservation media (BPM)....
- BioLife Solutions’ Q3 2025 total revenue grew 31% year-over-year to $28.1 million, driven by 33% cell processing revenue growth.
- The company shipped $1.3 million of biopreservation media (BPM) product early from Q4 to Q3 at a customer’s request; excluding this, cell processing revenue growth was 26%.
- Adjusted EBITDA margin expanded 500 basis points year-over-year to 28%, reflecting operating leverage and a higher mix of recurring revenue.
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A-Mark Precious Metals Q1 2026 Earnings Call - Strategic Acquisition of Monex and Rebranding to Gold.com Signal New Growth Chapter
A-Mark Precious Metals marked the first fiscal quarter of 2026 with a bold acquisition of Monex Deposit Company and plans to rebrand and relist as Gold.com. The move deepens A-Mark's footprint in the ...
- A-Mark acquired Monex Deposit Company, a major direct-to-consumer precious metals dealer, enhancing its DTC presence and adding over $630 million in secure storage assets.
- The company plans to rebrand and transfer its listing to Gold.com on December 2, aiming to unify its brands under a powerful, modern corporate identity.
- Q1 fiscal 2026 revenues rose 36% to $3.68 billion, driven by higher gold prices, increased gold sales, and acquisitions.
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Outfront Media Q3 2025 Earnings Call - Strong Transit Growth Drives Revenue and Earnings Beats
Outfront Media reported a robust Q3 2025, exceeding expectations with consolidated revenue up 3.45% and a standout 24% growth in its transit segment, notably a 37% surge in the New York MTA business. ...
- Consolidated revenues increased 3.45% year over year, led by a 24% expansion in transit revenues.
- New York MTA transit business grew an exceptional 37%, fueled by large campaigns in tech, finance, TPG, pharma, and health sectors.
- Billboard revenues declined 2.2% due to exits of two large, marginally profitable contracts in New York and Los Angeles.
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Carlsmed Q3 2025 Earnings Call - Near Doubling of Revenue and Surge in Surgeon Adoption Highlight Market Disruption
Carlsmed reported a stellar Q3 2025 with revenues nearly doubling year-over-year to $13.1 million, fueled by a 70% surge in surgeon users and robust utilization that defied typical seasonality. The co...
- Carlsmed achieved 98% year-over-year revenue growth in Q3 2025, reaching $13.1 million.
- Surgeon user base expanded over 70% year-over-year, driving growth despite usual seasonal slowdowns.
- Gross margins improved to 75.9% in Q3 2025 from 72.8% in Q3 2024, aided by supply chain productivity initiatives.
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Sunrun Q3 2025 Earnings Call - Accelerated Growth in Dispatchable Energy and Cash Generation
Sunrun reported strong Q3 2025 results highlighted by a 10% year-over-year increase in aggregate subscriber value to $1.6 billion and a 35% rise in contracted net value creation to $279 million. The c...
- Sunrun achieved $1.6 billion in aggregate subscriber value in Q3 2025, a 10% increase year-over-year.
- Contracted net value creation rose 35% year-over-year to $279 million, representing a 19% net margin.
- The company generated $108 million in cash in Q3, marking the sixth consecutive quarter of positive cash generation.
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Treace Medical Concepts Q3 2025 Earnings Call - Navigating Market Shifts and Portfolio Expansion Amid Slower Revenue Growth
Treace Medical Concepts reported Q3 2025 revenues of $50.2 million, up 11% year-over-year, driven largely by new bunion correction technologies and expanded sales initiatives. Despite mid-single digit...
- Treace Medical posted Q3 2025 revenue of $50.2 million, an 11% increase year-over-year, driven primarily by sales of new bunion correction systems.
- Adjusted EBITDA loss was $2.6 million, a 49% improvement compared to Q3 2024, highlighting operational leverage progress despite net losses.
- Full-year 2025 revenue guidance was revised downward to $211-$213 million, reflecting only 1%-2% growth compared to 2024, citing muted demand and procedural deferrals.
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ePlus Q2 FY2026 Earnings Call - Record-Breaking $1 Billion Gross Billings Highlight Accelerating AI, Security, and Cloud Demand
ePlus delivered a historic second quarter in fiscal 2026 with over $1 billion in gross billings, marking the first time in the company's history to reach this milestone. Organic growth dominated, supp...
- ePlus achieved a historic $1.02 billion in gross billings for Q2 FY2026, fueled predominantly by organic growth with acquisitions contributing about 10%.
- Consolidated net sales rose 23.4% year-over-year to $608.8 million, while adjusted EBITDA surged 61.6%, more than doubling the net sales growth rate due to operating leverage.
- Revenue growth was broad-based across products, professional services, and managed services, with mid-market and enterprise segments showing particular strength.
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GrowGeneration Q3 2025 Earnings Call - Return to Profitability and Growing Proprietary Brand Mix
GrowGeneration's Q3 2025 earnings reveal a decisive turnaround as the company posted $47.3 million in net sales, showing 15.4% sequential growth and delivering positive adjusted EBITDA of $1.3 million...
- GrowGeneration reported Q3 2025 net sales of $47.3 million, a 15.4% sequential increase, exceeding guidance.
- Adjusted EBITDA turned positive at $1.3 million, a $3.7 million improvement year over year.
- Gross margin expanded significantly to 27.2% from 21.6% in Q3 2024 due to higher proprietary brand sales and no restructuring costs.
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