Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Schrödinger Q1 2026 Earnings Call - Accelerated Hosted Shift and Bunsen AI Drive Software Momentum
Schrödinger reported Q1 2026 ACV of $28.4 million, up 12% year-over-year, with software revenue reaching $35.6 million as the company accelerates its transition to hosted licensing. Hosted revenue now...
- ACV grew 12% to $28.4 million in Q1 2026, with broad-based usage scale-ups across top 20 pharma customers.
- Hosted licensing transition is accelerating, now comprising 34% of software revenue, up from 24% in Q1 2025.
- Software revenue reached $35.6 million, while drug discovery revenue doubled to $22.9 million due to milestone recognitions.
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Latham Group Q1 2026 Earnings Call - Margin Expansion Driven by Lean Manufacturing and Sunbelt Strategy
Latham Group delivered a solid Q1 2026 despite adverse weather, with net sales rising 5% to $117 million and adjusted EBITDA up 9% to $12 million. The company’s gross margin expanded 220 basis points ...
- Net sales rose 5% year-over-year to $117 million, with 3% organic growth and 2% from the one-month contribution of the Freedom Pools acquisition.
- Gross margin expanded 220 basis points to 32%, driven by volume leverage and lean manufacturing/value engineering initiatives.
- Adjusted EBITDA grew 9% to $12 million, with margin expanding 40 basis points to 10.4% despite higher SG&A.
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Accel Entertainment Q1 2026 Earnings Call - Record Revenue and EBITDA Driven by Market Expansion and Operational Discipline
Accel Entertainment delivered a record-breaking first quarter of 2026, with revenue climbing 9% year-over-year to $352 million and adjusted EBITDA rising 9% to $54 million. The results underscore the ...
- Revenue reached an all-time quarterly high of $352 million, up 9% year-over-year, driven by broad-based strength across Illinois, Nebraska, Georgia, Nevada, and Louisiana.
- Adjusted EBITDA grew 9% to $54 million, reflecting disciplined execution and operating leverage as the company scales in developing markets.
- Illinois, the company’s largest market, delivered 6% revenue growth with a 9% year-over-year increase in hold per day, supported by strategic route pruning and the full rollout of TITO-enabled terminals.
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Supernus Pharmaceuticals Q1 2026 Earnings Call - ONAPGO Rebound and ZURZUVAE Momentum Drive 39% Revenue Growth
Supernus Pharmaceuticals reported a robust first quarter of 2026, with total revenue surging 39% year-over-year to $207.7 million. The growth was fueled by a strong rebound in ONAPGO following the res...
- Total revenue rose 39% year-over-year to $207.7 million, driven by commercial product growth and a $20 million Shionogi commercial milestone.
- ONAPGO net sales reached $8.4 million in Q1 2026, reflecting a partial recovery after the resumption of new patient initiations in February 2026.
- Over 2,200 ONAPGO enrollment forms have been submitted since launch, with March prescriptions hitting 463, exceeding pre-constraint levels.
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Rigel Pharmaceuticals Q1 2026 Earnings Call - 26% Sales Growth and R289 Pipeline Progress Offset by Lilly Deal Termination
Rigel Pharmaceuticals delivered a strong start to 2026, with Q1 net product sales jumping 26% to $54.9 million. The growth was led by a 31% surge in TAVALISSE and a matching 31% rise in REZLIDHIA, par...
- Q1 2026 net product sales reached $54.9 million, a 26% year-over-year increase, driven by strong commercial execution across the product portfolio.
- TAVALISSE sales surged 31% to $37.3 million, benefiting from favorable gross-to-net dynamics and sustained demand despite seasonal reimbursement headwinds.
- REZLIDHIA sales grew 31% to $8.0 million, with management highlighting a strategic push to improve community adoption through post-venetoclax efficacy data.
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Teradata Q1 2026 Earnings Call - AI-Driven Recurring Revenue Outperformance
Teradata delivered a strong start to 2026, with total revenue growing 6% year-over-year and recurring revenue jumping 12%, beating the top end of guidance. Non-GAAP EPS came in at $0.88, up over 30% y...
- Total revenue grew 6% year-over-year to $444 million, beating the high end of guidance by 3 points, driven by a 12% jump in recurring revenue.
- Non-GAAP EPS came in at $0.88, exceeding the top end of guidance by $0.09, reflecting strong operating leverage and recurring revenue growth.
- Recurring revenue hit $400 million, up 12% year-over-year, with upfront on-premise term licenses contributing 5 points of growth.
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Adaptive Biotechnologies Q1 2026 Earnings Call - MRD Momentum Drives Raised Guidance and Margin Expansion
Adaptive Biotechnologies delivered a robust first quarter, with MRD revenue surging 53% year-over-year to $67.1 million, driven by broad-based clinical adoption and accelerating biopharma demand. The ...
- MRD revenue grew 53% year-over-year to $67.1 million, with clinical and biopharma contributions at 65% and 35% respectively.
- ClonoSEQ clinical volumes reached a record 632,600 tests in Q1, up 41% year-over-year and 9% sequentially.
- Blood-based MRD testing now accounts for 49% of total MRD volume, with myeloma blood-based contributions rising to 29%.
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"Bumble Inc" Q1 2026 Earnings Call - Tech Reset and AI-Driven Connection Model Take Center Stage
Bumble Inc delivered a Q1 2026 earnings report that marks a definitive pivot from a marketing-led growth strategy to a product and technology-led transformation. The company successfully executed a "q...
- Revenue declined 14% to $212 million in Q1 2026, with Bumble App revenue falling to $173 million from $202 million year-over-year, primarily due to the ongoing "quality reset" of the member base and losses from divested businesses.
- Adjusted EBITDA jumped 30% to $83 million, achieving a 39% margin, as the company slashed performance marketing spend to under 50% of pre-reset levels while maintaining disciplined cost controls.
- The company is executing a fundamental shift from a marketing-led growth model to a product and technology-led strategy, aiming to restore long-term revenue growth through innovation rather than paid acquisition.
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Carlsmed Q1 2026 Earnings Call - 58% Revenue Growth and CMS Reimbursement Tailwinds
Carlsmed delivered a strong first quarter in 2026, with revenue jumping 58% year-over-year to $16.1 million. The growth was fueled by aggressive surgeon adoption, which expanded the user base by over ...
- Revenue surged 58% year-over-year to $16.1 million, driven by a 60% expansion in the surgeon user base and increased procedure volumes.
- Gross margins expanded by 220 basis points to 77.1%, supported by a 30% reduction in production lead times to six business days.
- Peer-reviewed data published in the Global Spine Journal shows a 74% reduction in 2-year revision rates for aprevo lumbar procedures compared to stock implants.
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Tigo Energy Q1 2026 Earnings Call - Revenue Surges 34%, Margin Expansion Signals Turnaround
Tigo Energy reported a sharp revenue rebound in Q1 2026, up 33.7% year-over-year to $25.2 million, driven by a strong European recovery and strategic product launches. Gross margins expanded to 42.8%,...
- Total revenue surged 33.7% year-over-year to $25.2 million in Q1 2026, marking a decisive rebound after a period of stagnation.
- Gross margins expanded to 42.8% from 38.1% in the prior year period, primarily due to the absence of warranty-related charges and disciplined cost control.
- EMEA accounted for 69.5% of revenue, with Italy growing 140.8% sequentially and Eastern European markets like Poland and the Czech Republic showing strong momentum as competitors withdrew.
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