Earnings Call Transcripts
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All Earnings Calls
Harmonic Q3 2025 Earnings Call - DOCSIS 4.0 and Fiber Drive Robust Growth with Expanding SaaS Momentum
Harmonic delivered a strong third quarter for 2025 with total revenue of $142.4 million, surpassing guidance. The broadband segment led with $90.5 million in revenue, powered by unified Remote PHY Dev...
- Q3 2025 revenue reached $142.4 million, exceeding company guidance.
- Broadband segment revenue was $90.5 million with 47.3% gross margin, driven by unified RPD and fiber deployments.
- Harmonic completed the industry's first live extended spectrum deployment of unified DOCSIS 4.0 with Mediacom.
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Upwork Q3 2025 Earnings Call - AI-Driven Growth Reignites GSV Expansion and Profitability
Upwork's Q3 2025 marks a pivotal turn as the company breaks through a multi-quarter GSV growth stall, delivering 2% year-over-year expansion and record revenue surpassing $200 million. This rebound re...
- Upwork achieved 2% year-over-year growth in Gross Services Volume (GSV) in Q3 2025, ending a five-quarter decline trend.
- Quarterly revenue surpassed $200 million for the first time, reaching $201.7 million, with GAAP net income at $29.3 million.
- Adjusted EBITDA hit a record $59.6 million with a 29.6% margin, marking a more than six-point margin expansion year-over-year.
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Adeia 3Q 2025 Earnings Call - Litigation With AMD Delays Revenue, But Growth Pipeline Remains Robust
Adeia reported third quarter 2025 revenue of $87.3 million, aligning with expectations, yet revised full-year guidance down to $360-$380 million due to the unlikely closure of a previously anticipated...
- Q3 2025 revenue was $87.3 million, meeting company expectations.
- Non-Pay TV recurring revenue grew 31% year-over-year in Q3, evidencing successful diversification.
- Adeia filed multiple patent infringement lawsuits against AMD, halting expected licensing agreement and causing revenue guidance reduction.
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Superior Group of Companies Q3 2025 Earnings Call - Navigating Uncertainty with Strategic Cost Cuts and Growing Pipelines
Superior Group of Companies reported a 7% year-over-year revenue decline in Q3 2025, reflecting ongoing market uncertainties and prior quarter sales pull-forward. However, the company offset revenue h...
- Superior Group’s Q3 2025 revenues declined 7% year-over-year to $138 million, pressured by prior quarter sales pull-forward and a strong Q3 last year.
- SG&A expenses were cut by 7%, saving approximately $4 million year-over-year, reflecting a sharp focus on cost discipline starting mid-2025.
- Branded products segment revenue fell 8% to $85 million due to sales timing, lower employee turnover at client companies, smaller order sizes, and delayed ordering.
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Sarepta Therapeutics Q3 2025 Earnings Call - Strong PMO Data Supports Path to Traditional Approval Despite ESSENCE Trial Challenges
Sarepta Therapeutics reported solid Q3 2025 results, driven by $370 million net product revenue, including $131 million from Elevidys and $239 million from exon-skipping PMOs treating Duchenne muscula...
- Sarepta completed confirmatory ESSENCE trial of exon-skipping therapies Vyondys 53 and Amondys 45 in Duchenne muscular dystrophy with 225 patients across 24 countries.
- ESSENCE showed numerical superiority but missed primary endpoint statistical significance at 96 weeks due to COVID-19 pandemic impacts and patient dose misses.
- Excluding COVID-impacted patients, ESSENCE showed a ~30% slowing of disease progression with a p-value of 0.09, nearing conventional statistical significance.
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Kforce Q3 2025 Earnings Call - Solid Q3 Beats Amid AI-Driven Transition and Strategic Growth
Kforce delivered a strong third quarter, beating revenue and EPS expectations with $332.6 million in revenue and $0.63 earnings per share. The technology business showed resilience despite a slight se...
- Kforce Q3 revenues of $332.6 million and EPS of $0.63 exceeded high-end guidance.
- Technology segment revenues declined slightly sequentially and year-over-year but showed a 4% increase in consultants on assignment from early Q3 lows.
- Finance & Accounting (FA) business grew 7% sequentially, marking consecutive quarters of growth, though still down year-over-year.
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PLAYSTUDIOS Q3 2025 Earnings Call - Navigating Structural Headwinds with Sweepstakes and Tetris Growth Initiatives
PLAYSTUDIOS reported a tough quarter marked by ongoing declines in core social casino revenue and player activity amid challenging market headwinds. Revenue fell 19.1% year-over-year to $57.6 million,...
- Total Q3 2025 revenue declined 19.1% year-over-year to $57.6 million, and adjusted EBITDA dropped 50.5% to $7.2 million, signaling significant pressure on financial results.
- Monthly active users (MAU) and daily active users (DAU) fell about 25% compared to last year, mainly in the casual gaming segment, consistent with broader industry contraction.
- CEO Andrew Pascal acknowledged a challenging operating environment and stressed urgency in repositioning the business with an aligned board and leadership team, emphasizing no strategy is off the table.
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TrueBlue Q3 2025 Earnings Call - Strategic Growth in Skilled Staffing and Digital Innovation Drive Revenue Up 13%
TrueBlue exceeded expectations in Q3 2025, posting 13% revenue growth to $431 million driven by strong performance in skilled staffing sectors including more than doubled energy sector revenue and a f...
- TrueBlue's Q3 2025 revenue rose 13%, beating guidance, to $431 million aided by skilled staffing growth.
- Energy sector revenue more than doubled, reflecting strong market position and expanding demand.
- Commercial driver business achieved fifth straight quarter of double-digit revenue growth, taking market share.
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Myriad Genetics Q3 2025 Earnings Call - Steady Revenue Amid Strategic Pivot Towards Cancer Care Growth
Myriad Genetics reported a modest 4% revenue decline year-over-year in Q3 2025, but underlying business performance adjusted for known headwinds shows a 5% growth trend. Volume growth was strong in ke...
- Reported Q3 2025 revenue of $206 million, down 4% year-over-year, but underlying adjusted growth is about 5% when excluding known headwinds and nonrecurring items.
- myRisk hereditary cancer test volumes grew 16% in affected and 11% in unaffected markets, aided by EMR workflow enhancements and provider engagement programs.
- GeneSight mental health test volume increased 8% year-over-year, with growth supported by new payer coverage in nine states, including California Medicaid.
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Halozyme Q3 2025 Earnings Call - Robust Royalty Growth Driven by ENHANZE Blockbusters and Electrovive Acquisition
Halozyme reported a blockbuster Q3 2025 with royalty revenue surging 52% year-over-year to $236 million, fueled by subcutaneous therapies Darzalex, Fesgo, and Vyvgart Hytrulo enabled by its ENHANZE te...
- Q3 2025 royalty revenue surged 52% YoY to $236 million, led by Darzalex Subcutaneous, Fesgo, and Vyvgart Hytrulo with ENHANZE technology.
- Total revenues grew 22% YoY to $354 million; adjusted EBITDA rose 35% YoY to $248 million, leveraging royalty business model strength.
- Full year 2025 guidance raised to $1.3-$1.375 billion total revenue and $6.10-$6.50 adjusted EPS, reflecting robust royalty growth.
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