Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
IonQ Q1 2026 Earnings Call - Revenue Surges 755% to $64.7M, Raised Full-Year Guidance to $270M as Quantum Platform Goes Mainstream
IonQ reported a record-breaking first quarter of 2026, with GAAP revenue jumping 755% year-over-year to $64.7 million, driven by accelerating commercial demand and expanding global reach. The company ...
- Revenue reached $64.7 million in Q1 2026, up 755% year-over-year, marking the third consecutive quarter of record-breaking growth.
- Full-year 2026 revenue guidance raised to $260–$270 million, reflecting strong organic demand and platform expansion.
- Commercial revenue now represents 60% of total sales, with 35% coming from international markets across 30+ countries.
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TKO Group Holdings Q1 2026 Earnings Call - Margin Expansion and $1B Buyback Signal Confidence
TKO Group Holdings delivered a formidable Q1 2026, driving revenue up 26% to $1.597 billion and adjusted EBITDA up 32% to $550 million. The company reaffirmed its full-year outlook, targeting revenue ...
- Revenue surged 26% year-over-year to $1.597 billion, while adjusted EBITDA grew 32% to $550 million, demonstrating strong operational leverage.
- Full-year 2026 guidance reaffirmed: revenue targeted at $5.675-$5.775 billion and adjusted EBITDA at $2.24-$2.29 billion, implying significant margin expansion.
- Management announced a new $1 billion share repurchase authorization, bringing total available buyback capacity to $3 billion, with an $800 million ASR already executed.
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Exzeo Group Q1 2026 Earnings Call - AI-Driven Product Velocity Validates Platform Expansion
Exzeo Group’s Q1 2026 results showcase a business that is scaling with unusual efficiency. Managed premium hit $1.43 billion, driven by both incumbent carrier growth and the rapid onboarding of three ...
- Managed premium surged to $1.43 billion in Q1 2026, exceeding expectations and reflecting successful diversification beyond historical HCI-sponsored carriers.
- Revenue reached $56 million, up from $52 million year-over-year, driven by the top-line growth in managed premium and strong platform adoption.
- Adjusted EBITDA margin held firm at over 49%, underscoring the scalability and efficiency of Exzeo’s asset-light platform model.
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AppLovin Q1 2026 Earnings Call - Platform Opens to Public as Consumer Vertical Surges 25% in March
AppLovin delivered a quarter that defies the gravity of its own scale. Revenue climbed 59% year-over-year to $1.84 billion, while adjusted EBITDA margins expanded to a staggering 85%. The company is n...
- Revenue reached $1.84 billion, up 59% year-over-year and 11% sequentially, driven by robust growth in both gaming and the emerging consumer vertical.
- Adjusted EBITDA hit $1.56 billion, representing an 85% margin that expanded 400 basis points year-over-year, underscoring extreme operating leverage.
- Free cash flow totaled $1.29 billion, with the company executing $1 billion in share repurchases and withholding during the quarter.
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Envista Holdings Q1 2026 Earnings Call - Broad-Based Growth and Margin Expansion Drive Capital Returns
Envista Holdings delivered a strong Q1 2026, posting 9.5% core revenue growth and 25% adjusted EBITDA growth, driven by broad-based gains across orthodontics, consumables, diagnostics, and implants. T...
- Core revenue grew 9.5% in Q1 2026, with all major business segments delivering positive growth.
- Adjusted EBITDA margin expanded 120 basis points year-over-year to 14%, driven by manufacturing productivity and G&A efficiency.
- EPS surged 50% to $0.36, supported by a lower effective tax rate following resolution of a legacy intercompany loan.
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Remitly Q1 2026 Earnings Call - Record Revenue and EBITDA Surge on AI-Driven Efficiency and New Product Expansion
Remitly delivered a record-breaking first quarter of 2026, surpassing the high end of its guidance with revenue of $453 million, up 25% year-over-year, and adjusted EBITDA exceeding $100 million for t...
- Revenue surged 25% year-over-year to $453 million, beating the high end of guidance by $16 million, driven by record new customer acquisitions and elevated demand from U.S. tax refunds.
- Adjusted EBITDA exceeded $100 million for the first time, reaching $102 million, which was $19 million above the midpoint of guidance, reflecting strong cost discipline and lower-than-expected transaction losses.
- Quarterly active customers grew 20% year-over-year to over 9.6 million, with QAU growth accelerating due to a shift from offline to online channels, aided by recent U.S. regulatory changes.
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PTC Q2 2026 Earnings Call - AI Modernization Drives Displacements and Deferred ARR Buildup
PTC delivered a strong Q2 2026, growing constant currency ARR 8.5% year-over-year at the high end of guidance and beating on free cash flow. The quarter marks the first full period reporting as a focu...
- PTC reported Q2 2026 constant currency ARR of $2.388 billion, up 8.5% year-over-year, landing at the high end of the 7.5%-9.5% guidance range.
- Free cash flow grew 14% year-over-year to exceed guidance, driven by disciplined execution and improved working capital management post-divestiture.
- The company completed the divestiture of Kepware and ThingWorx in March, allowing PTC to report as a focused intelligent product lifecycle business for the first time.
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Dutch Bros Q1 2026 Earnings Call - Record Transactions and Raised Guidance Fuel 2029 Expansion
Dutch Bros delivered a blistering Q1 2026, with total revenues surging 31% and adjusted EBITDA climbing 26%, driven by seven consecutive quarters of transaction growth and a best-in-class customer exp...
- Total revenues surged 31% year-over-year to $464 million, while adjusted EBITDA grew 26%, demonstrating robust profitability amid aggressive expansion.
- System same-shop sales growth hit 8.3%, driven by 5.1% transaction growth, marking the seventh consecutive quarter of transaction increases and validating the brand’s pricing power and customer loyalty.
- Full-year guidance was raised significantly, with projected total revenues now at $2.05 billion to $2.08 billion (25%-27% growth), and adjusted EBITDA expected between $370 million and $380 million.
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Macerich Q1 2026 Earnings Call - Leasing Momentum and Annapolis Acquisition Drive Path Forward Plan
Macerich delivered a strong first quarter, with adjusted FFO of $0.34 per share and go-forward portfolio sales per square foot hitting a new high of $941. The company is executing its "Path Forward" p...
- Adjusted FFO came in at $0.34 per share, with go-forward portfolio sales per square foot rising to a record $941.
- The company signed 1.6 million square feet of new and renewal leases in Q1, with 700,000 square feet representing new business, more than doubling the new leasing volume from Q1 2025.
- Macerich closed on the $272 million acquisition of Annapolis Mall, a Class A regional mall in an affluent trade area, which is projected to be accretive to 2028 FFO targets by $0.04 per share.
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Chime Q1 2026 Earnings Call - AI-Driven Profitability and Chime Prime Launch Accelerate Growth
Chime reported a standout first quarter, delivering GAAP profitability for the first time while adding nearly 700,000 active members to reach 10.2 million. Revenue surged 25% year-over-year, driven by...
- Chime achieved its first quarter of GAAP profitability, a major milestone for the fintech company.
- Active members grew by nearly 700,000 to reach a record 10.2 million, driven by strong brand awareness and product adoption.
- Revenue increased 25% year-over-year, exceeding the high end of guidance, with transaction profit surging 41%.
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