Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
REPAY Holdings Inc Q1 2026 Earnings Call - KUBRA Acquisition Doubles Scale and Drives Margin Expansion
REPAY Holdings delivered a solid Q1 2026, posting $80.8 million in revenue and a 4% year-over-year increase, while maintaining an impressive 43% Adjusted EBITDA margin. Management raised its full-year...
- REPAY reported Q1 2026 revenue of $80.8 million, up 4% year-over-year, with Consumer Payments growing 4% and Business Payments surging 18% year-over-year.
- Management raised its full-year 2026 Adjusted EBITDA margin outlook to approximately 42%, citing immediate accretion from a strategic distribution partner investment and volume routing optimizations.
- The company is aggressively pursuing the acquisition of KUBRA, which it believes will double its revenue, process over $130 billion in annual payment volumes, and create a comprehensive end-to-end digital platform.
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V2X Q1 2026 Earnings Call - Record Backlog and Raised Guidance Signal Sustained Defense Demand
V2X delivered a record-breaking first quarter in 2026, with revenue surging 23% year-over-year to $1.25 billion and adjusted diluted EPS jumping 55% to $1.53. The company secured approximately $4.1 bi...
- Revenue surged 23% year-over-year to $1.25 billion, marking a record organic growth rate for V2X.
- Adjusted diluted EPS jumped 55% year-over-year to $1.53, outpacing revenue growth due to margin expansion.
- New contract awards totaled approximately $4.1 billion, including a major T-6 training program win, driving a 3.2x book-to-bill ratio.
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Cryoport {Q1} 2026 Earnings Call - Raising Full-Year Guidance on Double-Digit Growth
Cryoport delivered a forceful start to 2026, reporting 16% year-over-year revenue growth to $47.8 million and raising its full-year guidance. The company’s integrated platform is working. Life Science...
- Full-year 2026 revenue guidance raised to $192 million - $196 million, reflecting strong early-year momentum and increased visibility.
- First-quarter revenue reached $47.8 million, a 16% year-over-year increase, driven by robust performance across both reporting segments.
- Life Sciences Services revenue grew 18% year-over-year, with BioStorage Bioservices leading the charge at 21% growth.
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BioMarin Pharmaceutical Inc Q1 2026 Earnings Call - Amicus Acquisition Closes, 2026 Revenue Guidance Raised to $3.825B
BioMarin has officially closed its acquisition of Amicus, injecting high-growth enzyme therapies like Galafold and Pombiliti/Opfolda into its portfolio and immediately driving a 20% growth trajectory ...
- Amicus Acquisition Closed: BioMarin successfully closed its acquisition of Amicus last week, adding Galafold (Fabry disease) and Pombiliti/Opfolda (Pompe disease) to its commercial portfolio.
- Raised 2026 Revenue Guidance: Full-year 2026 revenue guidance is raised to $3.825 billion-$3.925 billion, reflecting a 20% year-over-year growth midpoint.
- Enzyme Therapies Growth: Enzyme therapies revenue guidance is raised to $2.725 billion-$2.775 billion, driven by a 30% growth midpoint after integrating Amicus assets.
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Adeia Q1 2026 Earnings Call - New Customers AMD and Microsoft Drive Semiconductor and Media Growth
Adeia delivered a strong start to 2026 with first-quarter revenue of $105 million and an adjusted EBITDA margin of 60%. The company closed eight license agreements, highlighted by foundational multi-y...
- Adeia reported Q1 2026 revenue of $105 million, driven by eight new license agreements across semiconductors, media, e-commerce, and consumer electronics.
- New multi-year agreements with AMD (semiconductors) and Microsoft (media) mark a strategic expansion beyond traditional pay TV licensing.
- Non-pay TV recurring revenue grew 28% year-over-year, signaling successful diversification into high-growth technology sectors.
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Ameresco {Q1} {2026} Earnings Call - Transformative Neogenyx JV Unlocks $1.8B Biofuels Value While Core Business Posts 14% Revenue Growth
Ameresco delivered a 14% year-over-year revenue increase in Q1 2026, driven by strong project execution and resilient demand in federal and building efficiency markets. The quarter was marked by a tra...
- Ameresco reported Q1 2026 revenue of $401 million, up 14% year-over-year, with project revenue leading at $291 million (up 16%) and O&M revenue surging 22% to reflect long-term contract additions.
- Awarded project backlog grew 20% to $2.8 billion, bringing total project backlog to $5.3 billion, signaling strong demand in federal modernization, building efficiency, and energy infrastructure.
- Ameresco signed a $400 million strategic investment agreement with HASI to form Neogenyx Fuels, a 70/30 joint venture that monetizes the biofuels platform at an implied $1.8 billion enterprise value.
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ThredUp Q1 2026 Earnings Call - AI-Driven Personalization and Supply Surge Outpace Macro Headwinds
ThredUp delivered a strong Q1 2026, with revenue up 14.6% to $81.7 million and active buyers growing 25% year-over-year. The company is navigating a discerning consumer environment, marked by a 3% dec...
- Revenue grew 14.6% year-over-year to $81.7 million, outpacing internal expectations and signaling sustained demand in the secondhand market.
- Active buyers surged 25% year-over-year to 1.7 million, with March marking the best acquisition month in the company's history.
- Gross margin expanded 10 basis points to 79.2%, while Adjusted EBITDA reached $2.7 million (3.4% of revenue), beating management's internal targets.
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Pinterest Q1 2026 Earnings Call - AI-Driven Monetization Accelerates Amid Sales Reorg
Pinterest delivered a strong Q1 2026, posting $1.008 billion in revenue, up 18% year-over-year, and adjusting EBITDA to $207 million. The results reflect a platform that is successfully leveraging its...
- Pinterest reported Q1 2026 revenue of $1.008 billion, up 18% year-over-year, beating the high end of guidance, with adjusted EBITDA of $207 million, up 40 basis points year-over-year.
- Monthly active users reached a record 631 million, growing 11% year-over-year, with 100% of users logged in and 85% coming directly to the mobile app.
- AI investments are driving measurable performance gains: PinRec improved search fulfillment by 180 basis points and reduced CPA/CPC by 180 basis points, while the updated search ranking model improved fulfillment by 70 basis points.
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Aviat Networks Q3 FY2026 Earnings Call - Lowered Guidance Amid Geopolitical Pushouts, But MDU and Utility Tailwinds Loom
Aviat Networks reported a rough third quarter, with revenue sliding to $100 million and margins contracting as geopolitical friction in the Middle East and India pushed out roughly $9 million in booki...
- Revenue slipped to $100 million in Q3 FY2026, down from $112.6 million a year ago, as geopolitical disruptions in the Middle East and India caused approximately $9 million in project pushouts and unfavorable demand timing.
- Management lowered full-year FY2026 revenue guidance to $428 million–$440 million and adjusted EBITDA guidance to $35 million–$40 million, citing temporary but meaningful volume and freight headwinds.
- Gross margins contracted to 29.3% GAAP and 29.4% non-GAAP from 34.9% and 35.8% respectively, driven by lower volumes and regional mix rather than pricing pressure; Q4 is expected to seasonally normalize margins back toward the 32% range.
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Nuvation Bio Q1 2026 Earnings Call - Ibtrozi Launch Accelerates into First-Line with 50-Month Durability
Nuvation Bio’s first-quarter 2026 results confirm a commercial inflection point for Ibtrozi as the drug shifts from later-line salvage to first-line standard of care. New patient starts stabilized at ...
- Ibtrozi net U.S. product revenue reached $18.5 million in Q1 2026, up 18% sequentially, driven by revenue stacking from longer treatment duration in earlier lines.
- Over 50% of new Ibtrozi initiations were TKI-naïve first-line patients, up from 30% in the launch quarter, shifting the patient mix toward durable responders.
- Management announced plans to eventually stop reporting new patient starts and focus exclusively on revenue as the primary commercial metric for Ibtrozi.
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