Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Teradata Q3 2025 Earnings Call - Ahead of Schedule Return to ARR Growth and AI Platform Leadership
Teradata delivered a strong Q3 2025, beating revenue and recurring revenue guidance while reporting non-GAAP EPS of $0.72 and free cash flow significantly ahead of expectations. The company announced ...
- Teradata beat revenue and recurring revenue guidance, delivering $0.72 non-GAAP EPS in Q3 2025, with free cash flow $88 million, up 28% year-over-year.
- Total ARR growth returned positive for the second consecutive quarter, ahead of the company’s initial Q4 target, with strong conviction for continued growth in 2026.
- Cloud ARR grew 11% year-over-year, though sequential growth was below expectations due to customer decisions on deployment mix in a nuanced hybrid environment.
- +11 more takeaways
Trex Company Q3 2025 Earnings Call - Navigating Market Softness with Strategic Investments and Strong Product Positioning
Trex Company reported third quarter 2025 revenues slightly below expectations amid a softening repair and remodel market that decelerated after a promising early quarter. Despite this, the company hig...
- Q3 2025 net sales reached $285 million, up 22% year-over-year, driven by gains in railing and absence of prior-year channel destocking.
- Despite early-year optimism, consumer demand softened post-July, resulting in revenues 5% below midpoint guidance for Q3.
- New product launches contributed 25% to trailing twelve-month sales compared with 18% in the prior year, indicating strong market fit.
- +12 more takeaways
Soleno Therapeutics Q3 2025 Earnings Call - ViCAD XR Launch Doubles Revenue Amid Discontinuation Concerns
Soleno Therapeutics reported a robust third quarter with total net revenue more than doubling sequentially to $66 million and achieving profitability with net income of $26 million. The strong commerc...
- Q3 2025 net revenue for Soleno more than doubled sequentially to $66 million, with net income of $26 million, marking profitability.
- ViCAD XR is the first and only FDA-approved treatment for hyperphagia in PWS patients aged four and older, addressing a critical unmet need.
- At quarter-end, approximately six months post-launch, 764 patients were actively treated with ViCAD XR and 494 unique prescribers were engaged.
- +7 more takeaways
Agilon Health Q3 2025 Earnings Call - Reinstating 2025 Guidance Amid Risk Adjustment Headwinds and Cost Discipline
Agilon Health reported Q3 2025 revenue of $1.44 billion, a medical margin loss of $57 million, and adjusted EBITDA loss of $91 million, impacted by lower-than-expected risk adjustment factor (RAF) con...
- Q3 2025 revenue was $1.44 billion, medical margin negative $57 million, and adjusted EBITDA negative $91 million.
- Lower-than-expected in-year risk adjustment factors reduced revenue impacting medical margin by approx. $73 million in Q3 and estimated $150 million for full year 2025.
- Exited markets contributed an additional $20 million negative impact to Q3 results and approximately $60 million for full year 2025.
- +13 more takeaways
Purple Innovation Q3 2025 Earnings Call - Margin Expansion and Strategic Retail Partnerships Signal Turnaround
Purple Innovation delivered a mostly in-line third quarter, posting $118.8 million in revenue, marking a halt to prior declines and signaling an inflection point. Gross margin surged nearly 700 basis ...
- Q3 revenue was $118.8 million, essentially flat versus prior year, ending a streak of declines.
- Adjusted EBITDA turned positive at $0.2 million, an $6.6 million improvement year-over-year.
- Gross margins jumped from low 30s to 42.8%, benefiting from restructuring, cost savings, and tariff mitigation.
- +12 more takeaways
Masimo Q3 2025 Earnings Call - Accelerating AI and Philips Partnership Propel 8% Revenue Growth and 38% EPS Surge
Masimo delivered a robust Q3 2025 performance with 8% revenue growth and an impressive 38% increase in adjusted earnings per share. The quarter's highlight was the expansion of the strategic partnersh...
- Masimo posted 8% revenue growth and 38% adjusted EPS growth in Q3 2025 driven by strong demand and operational improvements.
- Operating margin expanded by 450 basis points due to cost efficiencies, offsetting tariff-related pressures that eroded gross margins by 70 basis points.
- The strategic divestiture of Sound United was completed, allowing Masimo to focus exclusively on its core healthcare business.
- +7 more takeaways
Supernus Pharmaceuticals Q3 2025 Earnings Call - Strong Growth Amid Onapco Supply Constraints
Supernus Pharmaceuticals reported solid Q3 2025 results propelled by four growth products—Qelbree, Gocovri, Zurzuvae, and the newly launched Onapco—which together contributed approximately 78% of tota...
- Supernus's four growth products—Qelbree, Gocovri, Zurzuvae, and Onapco—accounted for about 78% of Q3 2025 revenues.
- Onapco net sales jumped to $6.8 million in Q3 from $1.6 million in Q2, showing strong early launch momentum.
- Supplier constraints on Onapco cartridges forced prioritization of current patients, pausing new starts temporarily.
- +17 more takeaways
Latham Group Q3 2025 Earnings Call - Market Outperformance and Strong Margin Expansion Despite Flat Industry
Latham Group delivered a robust third quarter in 2025, boasting a 7.6% increase in net sales and a 28.5% surge in adjusted EBITDA, underscoring the company's ability to outperform a flat to slightly d...
- Latham Group's Q3 2025 net sales increased 7.6% year-over-year, significantly outpacing the flat to slightly down US in-ground pool market.
- Adjusted EBITDA grew 28.5%, reflecting substantial operating leverage and margin expansion, with adjusted EBITDA margin rising 390 basis points to 23.7%.
- Fiberglass pools accounted for approximately 75% of Latham's full-year 2025 in-ground pool sales, driven by fast installation and lower labor requirements.
- +12 more takeaways
Corvus Pharmaceuticals Q3 2025 Earnings Call - Soquelitinib Advances with Promising Safety and Efficacy Data, Phase II Trial Set for Early 2026
Corvus Pharmaceuticals reported a substantial advancement in its lead asset, soquelitinib, focused on atopic dermatitis (AD) and peripheral T-cell lymphoma (PTCL). The company closed enrollment for th...
- Q3 2025 net loss was $10.2 million, a significant improvement from $40.2 million in Q3 2024 due to reduced warrant liability losses.
- Research & Development expenses rose to $8.5 million from $5.2 million year-over-year, driven by clinical and manufacturing costs for soquelitinib and increased personnel costs.
- Corvus holds $65.7 million in cash and equivalents as of September 30, 2025, with a cash runway expected into Q4 2026.
- +7 more takeaways
Tarsus Q3 2025 Earnings Call - XDEMVY Sets New Standard with Blockbuster Plus Potential
Tarsus delivered a strong Q3 2025, led by XDEMVY’s exceptional market launch, generating $119 million in net product sales, with over 103,000 bottles dispensed and a rapidly growing prescriber base su...
- XDEMVY delivered $119 million net sales in Q3 with over 103,000 bottles dispensed, marking a double-digit growth quarter.
- More than 20,000 eye care professionals have prescribed XDEMVY, with 20% growth in weekly prescribers and 30% in frequent prescribers.
- Doctors report changing practice patterns, increasingly screening and treating Demodex blepharitis (DB) across broader patient segments, supported by new meibomian gland disease data.
- +12 more takeaways