Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Ralliant Corporation Q3 2025 Earnings Call - Strong Defense and Utilities Growth Boost Performance Post-Spin
Ralliant Corporation reported a solid first quarter as an independent public company, with revenues hitting the high end of guidance and sequential growth driven by the defense and utilities segments....
- Ralliant’s Q3 2025 marked its first quarter as an independent public company following the spin-off, delivering results at or above high-end guidance.
- Revenue was $529 million, roughly flat year-over-year but with a 5% sequential increase, driven mainly by defense and utilities demand.
- Defense segment revenue grew 18% year-over-year, supported by a backlog exceeding twice annual revenue and multi-year contracts tied to 12 core defense programs.
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YETI Holdings Q3 2025 Earnings Call - Innovation and International Expansion Drive Growth Amid U.S. Drinkware Challenges
YETI Holdings delivered 2% sales growth in Q3 2025, powered by strong double-digit gains in coolers and equipment as well as robust international performance. Despite a 4% decline in U.S. drinkware sa...
- YETI reported 2% revenue growth in Q3 2025, driven by strong double-digit gains in coolers & equipment and international markets.
- U.S. drinkware sales declined 4% due to a promotional-heavy and cautious wholesale environment, yet sell-through remained robust indicating strong end-consumer demand.
- Over 30 new products are slated for 2025, including sport-focused innovations like the Silo Jug and the YETI Shaker Bottle targeting the hydration and wellness sector.
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OpenText Corporation 2026 Q1 Earnings Call - Accelerated Cloud Growth and Strategic Refocus on Content and AI
OpenText kicked off fiscal 2026 with an earnings beat, showcasing 6% cloud revenue growth and a robust 21% increase in its Content Cloud segment, driven by strong demand in financial services, energy,...
- OpenText reported Q1 fiscal 2026 total revenues of $1.3 billion, up 1.5% year-over-year, exceeding Street expectations.
- Cloud revenue grew 6% year-over-year to $485 million, aligning with fiscal 2026 growth outlook of 3-4%.
- Content Cloud business grew 21% year-over-year in cloud revenues, led by financial services, energy, utilities, and telecom verticals.
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Vivid Seats Q3 2025 Earnings Call - Leadership Shift and Strategic App Focus Signal Path to Stabilization
Vivid Seats disclosed Q3 2025 results overshadowed by a 29% year-over-year decline in marketplace gross order value (GOV), reflecting intense competition and private label losses. The company announce...
- Lawrence Fey replaces Stan Chia as CEO, bringing deep company experience to lead a turnaround.
- Q3 2025 saw a 29% YoY drop in marketplace gross order value to $618 million, with significant private label business pressure.
- Owned property GOV and Vivid Seats app metrics showed sequential stabilization and growth despite overall industry flatness.
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Catalyst Pharmaceuticals Q3 2025 Earnings Call - Robust Rare Disease Portfolio Fuels Record Revenue and Raised Guidance
Catalyst Pharmaceuticals reported a strong third quarter in 2025, driven by record revenues of $148.4 million, a 15.3% year-over-year increase led by its rare disease therapies Firdapse, AGAMREE, and ...
- Catalyst achieved record Q3 2025 revenue of $148.4 million, up 15.3% year-over-year driven by rare disease therapies.
- Firdapse revenue rose 16.2% year-over-year to $92.2 million, maintaining leadership in treating Lambert-Eaton Myasthenic Syndrome (LEMS).
- About 90% of cancer-associated LEMS patients remain undiagnosed, signaling significant growth potential for Firdapse with ongoing efforts to increase VGCC antibody testing and oncology guideline adoption.
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Himalaya Shipping Q3 2025 Earnings Call - Navigating Market Upside with Strategic Fixed Charters and Fleet Premium
Himalaya Shipping reported a net profit of $9.5 million in Q3 2025, alongside an EBITDA of $29.3 million, reflecting slight softness compared to the previous year as time charter equivalent earnings d...
- Himalaya Shipping posted a Q3 2025 net profit of $9.5 million and EBITDA of $29.3 million, slightly down from Q3 2024.
- Gross time charter equivalent earnings averaged $35,600 per day, down from $36,800 the prior year.
- The company converted eight vessels from index-linked to fixed-rate charters with rates around $35,300 to $38,500 per day, mitigating earnings volatility.
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Dentsply Sirona Q3 2025 Earnings Call - CEO Outlines Bold Return-to-Growth Plan Amid US Sales Struggles
In his first 90 days, CEO Dan Scavilla painted a candid picture of Dentsply Sirona's Q3 2025 performance, marked by a 5% sales decline and a heavy $263 million goodwill impairment linked to tariffs an...
- Q3 2025 global sales declined 5% as reported, 8% on a constant currency basis, with U.S. sales down 22.2%.
- Excluding a prior-year $24 million dealer pre-buy impact, sales decline narrows to 2.5% on constant currency.
- Adjusted EBITDA rose 50 basis points to 18.4%, helped by favorable product/geography mix and tariff impacts offset by lower OPEX.
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Teads Q3 2025 Earnings Call - Navigating Integration Challenges While Betting on CTV and AI for Growth
Teads reported a challenging third quarter 2025 marked by integration complexities post-merger and a softer-than-expected revenue environment in key markets including the U.S., U.K., and France. Despi...
- Teads’ Q3 2025 revenue grew 42% year-over-year on an as-reported basis but declined 15% pro forma, reflecting merger integration headwinds and softness in core markets.
- Integration complexity between legacy businesses slowed performance and led to a revenue shortfall versus guidance for ex-tech gross profit and adjusted EBITDA.
- Connected TV (CTV) is Teads’ fastest-growing segment, up roughly 40% year-over-year and expected to reach $100 million revenue by year-end.
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Prestige Consumer Healthcare Q2 2026 Earnings Call - Clear Eyes Supply Chain Recovery and Strategic Growth Amid Supply Constraints
Prestige Consumer Healthcare reported Q2 2026 results with revenues slightly down due to Clear Eyes supply constraints but ahead of expectations thanks to timing and accelerated e-commerce shipments. ...
- Q2 2026 revenue of $274 million declined 3.4% year-over-year, mainly due to Clear Eyes supply constraints and expected cough & cold category weakness.
- Adjusted EPS of $1.07 matched prior year but beat Street expectations due to timing and accelerated e-commerce shipments.
- Clear Eyes supply chain disruptions are easing with two new suppliers operational and Pillar Five's high-speed production line ramping, supporting sequential improvement through Q3 and Q4.
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BlackSky Technology 3Q 2025 Earnings Call - Strong International Demand and Gen-3 Momentum Drive Growth Outlook
BlackSky Technology’s third quarter 2025 results reveal a clear pivot toward international markets and the accelerating deployment of its Gen-3 satellite constellation. Despite near-term U.S. governme...
- BlackSky awarded over $60 million in new contracts primarily with international customers, showing diversification and strong demand for Gen-3 services.
- More than 90% of BlackSky's backlog is attributed to international contracts for Gen-3 capabilities, shifting revenue composition seasonally from U.S. government dominance.
- Gen-3 constellation deployment is progressing, with the next satellite at launch site despite a minor production delay; target of 12 operational Gen-3 satellites by end of 2026 remains intact.
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