Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Curis Q3 2025 Earnings Call - Promising Clinical Progress and Strategic Expansion in NHL and AML Indications
Curis delivered a cautiously optimistic third quarter 2025 update, focusing on advancing its emavusertib clinical programs across difficult-to-treat lymphomas and acute myeloid leukemia (AML). The com...
- Curis is advancing the take-aim lymphoma study combining emavusertib with ibrutinib for primary CNS lymphoma, a rare and challenging non-Hodgkin lymphoma subtype.
- The study is designed as single-arm with overall response rate (ORR) as the endpoint and aims to support accelerated filings in both the US and Europe.
- Recognizing unmet needs in CLL, Curis plans a proof-of-concept study adding emavusertib to BTK inhibitor monotherapy patients who have partial responses but not complete remission or undetectable MRD.
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Puma Biotechnology Q3 2025 Earnings Call - Nerlynx Sales Rise with Promising Clinical Trials and Strategic Discipline
Puma Biotechnology reported Q3 2025 total revenue of $54.5 million, driven mainly by Nerlynx sales which rose to $51.9 million, showing quarter-over-quarter growth despite a year-over-year decline inf...
- Q3 2025 total revenue reached $54.5 million, including $51.9 million from net Nerlynx sales.
- U.S. Nerlynx net sales increased to $51.8 million in Q3 2025, up from $48.8 million year-over-year.
- Inventory billed to specialty pharmacies increased $3.1 million, reversing prior quarter's drawdown.
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Blink Charging Q3 2025 Earnings Call - Major Shift to Outsource Manufacturing Accelerates Path to Profitability
Blink Charging's Q3 2025 earnings call presented a company deep in transformation mode with a laser focus on profitability. The Blink Forward initiative has driven $13 million in annualized cost cuts ...
- Blink Forward initiative has driven $13 million in annualized cost savings year-to-date, surpassing earlier targets.
- Blink is exiting in-house manufacturing by early 2026 to outsource production to contract manufacturers in the U.S. and India, focusing on operational efficiency and capital deployment.
- Despite only a 7% revenue increase to $27 million, gross margins rebounded to nearly 36%, fueled by a 36% year-over-year growth in service revenues.
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Inuvo Q3 2025 Earnings Call - Strategic Pause and AI-Driven Innovation Set Stage for Scalable Growth
Inuvo reported Q3 2025 revenue of $22.6 million, flat year-over-year, but up 25% through the first nine months as the company deliberately slowed advertising spend mid-quarter to meet enhanced complia...
- Inuvo posted $22.6 million revenue in Q3 2025, flat year-over-year but up 25% year-to-date through nine months.
- Revenue shortfall in Q3 was a planned reduction in advertising to comply with new standards from the largest platform client.
- October platform revenue rebounded, showing the compliance upgrades allowed scaling without risk.
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Reliance Global Group 2025 Q3 Earnings Call - Strategic Asset Sale Strengthens Balance Sheet and Propels InsureTech Growth
Reliance Global Group's third-quarter 2025 report highlighted a pivotal transformation marked by the $5 million sale of Fortman Insurance Services, generating a $3 million gain. The divestiture sharpe...
- Reliance completed the $5 million sale of Fortman Insurance Services, resulting in an approximate $3 million gain, reinforcing strategic portfolio streamlining.
- Proceeds from Fortman sale were used to reduce long-term debt by ~50%, significantly improving financial flexibility.
- Unrestricted cash increased by approximately 590% ($2.6 million), working capital rose 284%, and equity grew 125%, all vs. prior fiscal year end.
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Lightbridge Corporation Q3 2025 Earnings Call - Critical Milestone Achieved with Loading of Enriched Fuel Samples for Irradiation Testing
Lightbridge Corporation's Q3 2025 business update signals tangible progress on its path to commercializing advanced nuclear fuel. The company achieved a pivotal milestone by successfully loading enric...
- Lightbridge successfully loaded enriched uranium zirconium alloy coupon samples into an experimental assembly at Idaho National Laboratory for upcoming irradiation testing in the Advanced Test Reactor.
- Irradiation tests use highly enriched uranium and the FAST method to accelerate burn-up accumulation, shortening test timelines and enabling faster data generation.
- The company validated its proprietary co-extrusion fabrication process by producing an eight-foot-long demonstration rod, confirming scalability for commercial production.
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CoreCivic 3Q 2025 Earnings Call - Accelerated Facility Activations Set Stage for Record 2026 EBITDA
CoreCivic’s third quarter 2025 earnings call reveals a company in full operational sprint, reactivating four idle facilities with contracts adding $320 million in expected annual revenue upon stabiliz...
- CoreCivic has activated four previously idle facilities: West Tennessee Detention Facility (600 beds), California City Immigration Processing Center (2,560 beds), Midwest Regional Reception Center (1,033 beds), and Diamondback Correctional Facility (2,160 beds), adding expected annual revenue of approximately $320 million once stabilized.
- Stabilized occupancy at these facilities is expected in the first half of 2026, pushing CoreCivic's annual run rate revenue to roughly $2.5 billion and EBITDA over $450 million, significantly above 2024 levels.
- Third quarter results exceeded internal forecasts with adjusted EPS of $0.24 improving 20% year-over-year and adjusted EBITDA up 6.6% to $88.8 million, despite startup losses at newly activated facilities.
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Full House Resorts 3Q25 Earnings Call - Strong Ramp-Up in Illinois and Colorado Drive 26% Adjusted EBITDA Growth
Full House Resorts reported a solid third quarter with revenues rising to $78 million and adjusted EBITDA increasing 26% to $14.8 million. The growth engine remains the ramp-up of American Place in Il...
- Full House Resorts posted a 5% organic revenue increase to $78 million, leading to a 26% rise in adjusted EBITDA to $14.8 million in 3Q 2025.
- American Place temporary casino in Illinois generated record revenue of $32 million and $9 million adjusted property EBITDA, with database growth surpassing 115,000 guests.
- Permanent American Place casino project received unanimous city council approval; total budget trimmed to $302 million from $325 million, with expanded gaming capacity.
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American States Water Company Q3 2025 Earnings Call - Strong EPS Growth Driven by Regulatory Rate Approvals and Increased ASUS Activity
American States Water Company posted a solid third quarter in 2025 with earnings per share rising 11.6% year-over-year to $1.06, underpinned by new rate approvals from the California Public Utilities ...
- Q3 2025 earnings per share increased 11.6% year-over-year to $1.06, driven by new CPUC-regulated water and electric rate approvals.
- Higher earnings from American States Utility Services (ASUS) contributed $0.08 per share due to increased construction activity and contract awards.
- Year-to-date September EPS rose 8.7% to $2.63, supported by infrastructure investments and rate increases.
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Aemetis Q3 2025 Earnings Call - Strengthening cash flow from expanding renewable natural gas capacity and rising federal and state biofuel credits
Aemetis reported a $59.2 million revenue in Q3 2025, a $7 million rise quarter-over-quarter, driven by biodiesel sales in India and improved ethanol pricing and production in California. The company s...
- Aemetis Q3 2025 revenues rose to $59.2 million, up about $7 million QoQ, mainly from India biodiesel orders and improved ethanol pricing in California.
- California dairy RNG production capacity increased by over 30% with a new digester coming online, aiming for 500,000 MMBTU annual capacity by end-2025 and 1 million by end-2026.
- Seven dairy digesters’ LCFS pathways approved by CARB deliver an average negative 384 carbon intensity score, boosting LCFS credit revenue by 160%.
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