Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
eHealth Inc. Q3 2025 Earnings Call - CEO Focuses on AEP Execution Amid Disruption and Raises 2025 Profit Guidance
In his first earnings call as CEO, Derek Duke emphasized a deliberate and optimistic approach to the 2025 Medicare Annual Enrollment Period (AEP), highlighting eHealth’s strong position amidst ongoing...
- New CEO Derek Duke spotlights AEP execution as top priority, seeing massive opportunity in Medicare advantage and adjacent markets.
- Q3 2025 revenue fell 8% year-over-year to $53.9 million, impacted notably by new dual-eligible enrollment rules reducing Medicare volume.
- Positive net adjustment (TEL) revenue of $12.1 million in Q3 significantly boosted profitability relative to prior year.
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CS Disco Q3 2025 Earnings Call - Accelerated Growth Fueled by AI and Strategic Customer Focus
CS Disco reported strong Q3 fiscal 2025 results, delivering 17% software revenue growth year-over-year and 13% total revenue growth, surpassing guidance despite a one-time $1.3 million contingent reve...
- Q3 software revenue rose 17% year-over-year to $35.2 million, total revenue grew 13% to $40.9 million, beating guidance.
- Included $1.3 million contingent revenue from a successful legal case; without it, growth still exceeded guidance.
- Adjusted EBITDA improved substantially to negative $0.3 million, a $4.2 million year-over-year improvement, with margins nearing break-even at -1%.
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Miami International Holdings Q3 2025 Earnings Call - Record Market Share and Strong Post-IPO Growth
Miami International Holdings (MIAX) posted a robust Q3 2025 with net revenues soaring 57% year over year to a record $109.5 million, led by a surging options business and rising market share. Their mu...
- MIAX achieved 57% year-over-year net revenue growth to a record $109.5 million in Q3 2025.
- Multi-listed options market share reached a record 17.2%, up 24% from prior year, with October further increasing to 19.4%.
- Strong industry options volume growth driven by elevated volatility and retail participation supported results.
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Veeco Q3 2025 Earnings Call - Strong execution beats guidance as merger with Accellis promises market expansion
Veeco reported robust Q3 2025 results with revenue at $166 million, surpassing the guidance midpoint, and non-GAAP EPS of $0.36, highlighting strong execution and operational discipline amid sustained...
- Q3 2025 revenue reached $166 million, exceeding guided midpoint of $160 million.
- Non-GAAP diluted EPS was $0.36, above the guided midpoint of $0.28 due to strong operational execution.
- Veeco announced a definitive merger agreement with Accellis Technologies to create a leading semiconductor equipment company.
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IonQ Q3 2025 Earnings Call - Quantum Platform Leadership Drives Record Revenue and Historic Technical Breakthroughs
IonQ's Q3 2025 quarter was transformative, delivering its largest-ever revenue beat, exceeding guidance by 37%, with 222% year-over-year growth reaching $39.9 million. The company advanced its full-st...
- IonQ reported Q3 2025 revenues of $39.9 million, a 222% increase year-over-year, exceeding high-end guidance by 37%, marking its largest quarterly revenue beat ever.
- The AQ64 Tempo system, IonQ's fifth-generation quantum computer, was completed three months ahead of schedule, expanding computational space 260 million times compared to the Forte system.
- IonQ achieved a historic 99.99% two-qubit gate fidelity, the first company to hit all key technical milestones for full fault tolerance quantum computing scale.
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Jazz Pharmaceuticals 2025 Third Quarter Earnings Call - Record Revenues and Strategic Pipeline Milestones Fuel Confidence Amid Upcoming Generic Challenges
Jazz Pharmaceuticals closed Q3 2025 with its strongest quarter ever, surpassing $1.1 billion in revenues, powered by key products like Xywav, Epidiolex, and the fast launch of Modeso. The company secu...
- Jazz Pharmaceuticals reported its highest-ever quarterly revenue of $1.126 billion in Q3 2025, driven by strong sales of Xywav, Epidiolex, and the accelerated launch of Modeso.
- FDA approvals for Modeso and expanded Zepzelca indication (combined with Tecentriq for first-line maintenance in extensive-stage small cell lung cancer) underscore Jazz's robust pipeline and commercial execution.
- Xywav net sales grew 11% year-over-year to $431 million, with continued patient adds and strong differentiation as the only low-sodium oxybate, critical ahead of expected generic entry for high-sodium Xyrem in 2026.
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Fortinet Q3 2025 Earnings Call - SaaS Growth Surges While Service Revenue Trails, Backed by Unified Security Platform
Fortinet delivered strong Q3 2025 results with 14% growth in billings and revenue, led by a staggering 100% increase in Fortinet SaaS billings. The company highlighted its unique FortiOS single operat...
- Fortinet’s billings and revenue each grew 14% year-over-year in Q3 2025, demonstrating broad-based demand.
- Fortinet SaaS billings more than doubled (100%+ growth), marking the company as one of the fastest-growing SaaS players at scale.
- The FortiOS single operating system uniquely integrates firewall, SD-WAN, and SaaS functions in one platform for easy upsell and deployment.
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Cytokinetics Q3 2025 Earnings Call - Aficamten Launch Readiness Peaks Amid Regulatory Milestones
Cytokinetics delivered a pivotal quarter focused on commercial and regulatory preparation for Aficamten, targeting potential U.S. FDA approval by year-end 2025 and EMA decision by mid-2026. Key clinic...
- Cytokinetics expects potential FDA approval of Aficamten for OHCM by end of 2025, with EMA decision anticipated in first half of 2026.
- Positive Phase 3 Maple HCM trial results demonstrated Aficamten's superiority over metoprolol, challenging current beta-blocker treatment paradigms.
- The company completed all FDA GCP inspections with no observations and does not anticipate pre-approval inspections, indicating regulatory confidence.
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Cardlytics Q3 2025 Earnings Call - Navigating Content Restrictions and Shifting Partnerships to Sustain Growth
Cardlytics reported Q3 2025 results that aligned with expectations amid significant headwinds from content restrictions imposed by its largest financial institution (FI) partner. Billings declined 20....
- Q3 billings were $89.2 million, down 20.3% year-over-year due to content restrictions by largest FI partner.
- Cardlytics mitigated supply loss by shifting volume to a partner network 2.5 times larger than its biggest FI alone.
- Management highlights a 30% workforce reduction and $26 million in annualized cost savings to preserve financial health.
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ACADIA Pharmaceuticals Q3 2025 Earnings Call - Strategic Salesforce Expansion and Pipeline Momentum Drive Confidence in Growth
ACADIA Pharmaceuticals reported solid Q3 2025 results with total revenues of $278.6 million, up 11% year-over-year. The commercial portfolio was led by Daybue (debut) achieving $101.1 million in net s...
- ACADIA delivered $278.6 million in Q3 revenue, up 11% year-over-year, driven by strong commercial execution.
- Daybue (debut) net sales reached $101.1 million with the highest number of unique patients treated globally at over 1,000.
- New Plasid achieved record net sales of $177.5 million, marking its strongest quarterly performance ever with 12% year-over-year growth.
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