Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
MNTN Q3 2025 Earnings Call - Accelerating Growth Through Democratizing Performance TV Advertising
MNTN reported a strong Q3 2025 with revenue at $70 million, up 31% year-over-year excluding divestitures, and positive GAAP net income of $6.4 million signaling its first profitability in four years. ...
- MNTN Q3 2025 revenue increased 31% year-over-year to $70 million excluding Maximum Effort divestiture impact.
- First GAAP profitable quarter in four years with $6.4 million net income and $0.09 EPS.
- Adjusted EBITDA grew 53% year-over-year to $16 million with a margin improvement to 22.8%.
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Niagen Biosciences Inc. Q3 2025 Earnings Call - Record Growth Fueled by E-commerce and Strategic Healthcare Partnerships
Niagen Biosciences reported a strong third quarter of 2025, delivering $34 million in revenue, up 33% year-over-year, and net income of $4.6 million, more than doubling last year's figure. The company...
- Q3 2025 revenue hit $34 million, a 33% year-over-year increase, with net income of $4.6 million versus $1.9 million last year.
- E-commerce sales reached $19 million, up 29%, anchoring growth alongside a 109% jump in distribution revenue to $7 million, fueled by a new partner network of 8,000 healthcare practitioners.
- Niagen Plus at-home injection kits launched, initially available via prescription at clinics; plans underway to enable telehealth prescriptions and DTC sales within two quarters.
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Rigel Pharmaceuticals Q3 2025 Earnings Call - Robust Commercial Growth and R289 Clinical Progress Drive Upward Guidance
Rigel Pharmaceuticals reported a blockbuster third quarter in 2025, powered by a 65% year-over-year surge in net product sales to $64.1 million and a strategic ramp-up in their hematology and oncology...
- Rigel reported third quarter 2025 total revenue of $69.5 million, with net product sales reaching a record $64.1 million, a 65% increase year-over-year.
- The company raised its full-year 2025 revenue guidance to $285-$290 million, reflecting confidence from commercial momentum.
- TAVALISSE sales led growth with $44.7 million in Q3, up 70% year-over-year, driven by increased demand and favorable gross-to-net dynamics.
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MasterBrand Q3 2025 Earnings Call - Navigating Tariffs and Market Headwinds While Advancing Merger Integration
MasterBrand reported a 3% decline in net sales to $699 million in Q3 2025, reflecting mid to high single-digit market contractions that were partially offset by pricing and share gains. Adjusted EBITD...
- MasterBrand's Q3 net sales declined 3% year-over-year to $699 million, reflecting mid to high single-digit market contractions.
- Adjusted EBITDA decreased 13.3% to $90.6 million, with margins compressed by lower volumes, fixed cost absorption challenges, and tariffs.
- New Section 232 tariffs on lumber, cabinets, and vanities became effective October 14, with a 25% rate initially and a planned 50% increase in Q1 2026.
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Arteris Q3 2025 Earnings Call - AI and Chiplet Demand Propel 24% Contract Growth Amid Robust Ecosystem Expansion
Arteris reported a strong Q3 2025, with annual contract value plus royalties hitting a record $74.9 million, up 24% year-over-year, driven largely by the surge in AI applications accounting for over h...
- Arteris achieved a record $74.9 million in annual contract value plus royalties in Q3 2025, reflecting 24% year-over-year growth, driven by heightened AI application demand.
- AI-related licensing accounted for over 50% of Arteris' licensing dollars in the quarter, underscoring AI's dominance in their design win pipeline.
- Altera selected Arteris' IP portfolio, including Encore, FlexGen, and Magillem platforms, to streamline FPGA and SoC FPGA designs across multiple high-end applications.
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Crexendo Q3 2025 Earnings Call - Robust 12% Revenue Growth Fueled by AI Innovation and Platform Expansion
Crexendo reported a strong third quarter with 12% year-over-year revenue growth driven by a 28% surge in software solutions and an 8% increase in service revenue. The company now supports over 7 milli...
- Crexendo delivered 12% year-over-year consolidated revenue growth to $17.5 million in Q3 2025.
- Software solutions revenue surged 28% to $7.5 million, driving margin expansion with 74% gross margin in this segment.
- Service revenue grew 8% to $8.6 million, reflecting strong retail team execution and faster conversion to recurring revenue.
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A10 Networks 3Q 2025 Earnings Call - AI Infrastructure Drives 12% Revenue Growth with Security-Led Solutions Surpassing 65%
A10 Networks reported a strong third quarter for 2025, with revenue up nearly 12% year-over-year to $74.7 million, powered by robust demand in AI infrastructure and security-led products. Growth was l...
- A10 Networks achieved nearly 12% year-over-year revenue growth in Q3 2025, totaling $74.7 million.
- North American enterprise customers and cloud service providers drove revenue growth, while macro headwinds affected other regions.
- Security-led solutions surpassed the long-term target of 65% of total revenue, driven by customer demand.
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Tempus AI Q3 2025 Earnings Call - Positive Adjusted EBITDA and 33% Genomics Volume Growth Mark Milestone Quarter
Tempus AI reported a milestone third quarter in 2025, delivering 33% overall growth in genomics volumes led by oncology (27%) and hereditary testing (37%). The company achieved positive adjusted EBITD...
- Tempus posted 33% growth in genomics volume: oncology up 27%, hereditary up 37%, with hereditary growth expected to moderate to low- to mid-20s but still strong.
- Data licensing business grew 38% in Q3 with $150 million in new multi-year contract bookings, adding to a growing backlog north of $350 million.
- Tempus achieved positive adjusted EBITDA for the first time, a 10-year milestone, despite incremental expenses from the mid-quarter Paige acquisition.
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Matson Q3 2025 Earnings Call - Navigating Tariff Uncertainty with Stable Domestic Growth and Strategic Pricing
Matson reported a challenging third quarter in 2025 marked by global trade volatility and tariff uncertainties, which led to lower operating income, particularly in the China ocean transportation segm...
- Q3 2025 operating income declined by $81.3 million year-over-year to $161 million, chiefly due to lower freight rates and volume in China.
- China service container volume dropped 12.8% year-over-year amid tariff uncertainty and global trade volatility.
- Domestic trade lanes showed resilience with Hawaii volume stable (+0.3%) and Alaska volume increasing 4.1%, while Guam volume declined 4.2%.
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Digital Turbine Fiscal 2026 Q2 Earnings Call - Strong Growth Fueled by AI, International Expansion, and Brand Direct Engagement
Digital Turbine reported a robust Q2 fiscal 2026 with revenue rising 18% year-over-year to $140.4 million and Adjusted EBITDA surging 78%, underscoring scalable operating leverage. The On-Device Solut...
- Digital Turbine posted $140.4 million in Q2 revenue, an 18% year-over-year increase.
- Adjusted EBITDA rose 78% year-over-year to $27.2 million, showcasing operational leverage.
- On-Device Solutions segment grew 17% annually, generating $96 million in revenue.
- +12 more takeaways