Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Dexcom Q3 2025 Earnings Call - Robust Type 2 Market Growth Fuels 20% Organic Revenue Increase Amid G7 Quality Improvements
Dexcom posted a strong third quarter in 2025, with organic revenue growth hitting 20% year-over-year, driven primarily by expanded coverage and uptake in the Type 2 diabetes segment, particularly non-...
- Dexcom achieved 20% organic revenue growth in Q3 2025, reaching $1.21 billion worldwide, fueled by strong Type 2 diabetes market expansion and new coverage gains.
- U.S. revenue grew 21% to $852 million, with expanded CGM coverage across nearly 6 million non-insulin Type 2 lives, about half of the commercial market segment.
- International revenue increased 22%, with notable acceleration in France and Canada, largely due to newly secured coverage for basal insulin users.
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Alexander & Baldwin Q3 2025 Earnings Call - Raising Guidance on Strong Portfolio Performance and Growth Initiatives
Alexander & Baldwin reported Q3 2025 results that exceeded expectations, prompting a third consecutive upward revision of their full-year guidance. Their CRE portfolio showed solid same-store NOI grow...
- Q3 2025 same-store NOI grew 0.6%, in line with expectations, driven by higher base rents and leasing momentum.
- Full-year 2025 guidance was raised for FFO per share, reflecting strong portfolio results and expense management.
- New and spec industrial development continues, including a pre-leased 91,000 sq ft warehouse at Kumuana and a 30,000 sq ft spec building, adding $2.8 million annual NOI when stabilized.
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Ingram Micro Q3 2025 Earnings Call - AI Platform Xvantage Drives Growth Amid Strong Core Performance
Ingram Micro reported a robust third quarter with $12.6 billion in revenues, up 7.2% year-over-year, and non-GAAP EPS of $0.72 hitting the top end of guidance despite a ransomware incident in July. Th...
- Reported $12.6 billion revenue in Q3, up 7.2% YoY, exceeding guidance top end.
- Non-GAAP EPS of $0.72 at high end of guidance despite July ransomware incident.
- Ransomware impact limited to about 1%-1.5% of sales and $0.02-$0.03 EPS.
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DXC Technology Q2 FY2026 Earnings Call - Pivoting to AI-Driven Fast Track Growth While Managing Core Business
DXC Technology's Q2 fiscal 2026 earnings reveal a company in transition. While revenue and bookings fell short of expectations, adjusted EBIT margin and free cash flow surpassed guidance, signaling di...
- Q2 fiscal 2026 revenue was $3.2 billion, down 4.2% organically year-over-year, with bookings growing only 2%, resulting in a book-to-bill ratio of 0.85.
- Adjusted EBIT margin was 8%, above guidance, driven by disciplined cost management despite top-line pressures and increased investments in AI and growth areas.
- Free cash flow rose sharply to $240 million in Q2, up from $48 million last year, due to improved working capital and lower cash taxes; full-year free cash flow guidance increased to approximately $650 million.
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Equifax Q3 2025 Earnings Call - Strong Revenue Growth and Strategic Shift Driving Mortgage Market Disruption
Equifax reported a robust third quarter with a 7% revenue increase driven by outperformance in U.S. mortgage and non-mortgage segments, despite a 7% decline in mortgage credit inquiries. The company i...
- Equifax posted 7% constant currency revenue growth in Q3 2025, exceeding July guidance midpoint by $25 million, driven by U.S. mortgage and non-mortgage performance.
- U.S. mortgage revenue grew 13% despite a 7% decline in mortgage hard credit inquiries, better than the expected 12% drop, bolstered by late-quarter mortgage rate reductions.
- The company raised full-year revenue guidance by $40 million, adjusted EPS by $0.12, and free cash flow outlook to $950–975 million with cash conversion exceeding 100%.
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Rimini Street Q3 2025 Earnings Call - Early Momentum in Agentic AI ERP and Oracle Litigation Settlement Set Stage for Growth
In Q3 2025, Rimini Street continued refining its focus as a software support and agentic AI ERP company, leveraging existing ERP investments with new AI-driven solutions built on the ServiceNow platfo...
- Rimini Street positions itself as a software support and agentic AI ERP company, extending ERP system life and delivering AI innovation without requiring system upgrades.
- Q3 bookings improved with 79 new logos and a record remaining performance obligation (RPO) backlog of $611.2 million, up 6.4% year-over-year.
- Closed 17 new client deals exceeding $1 million total contract value, totaling $63.1 million, surpassing last year's $48.7 million for the same metric.
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Adtalem Global Education Q1 2026 Earnings Call - Strong enrollment growth offset by Chamberlain execution challenges
Adtalem Global Education kicked off fiscal 2026 with solid momentum, reporting an 8% year-over-year enrollment increase to 97,000 students and nearly 11% revenue growth to $462 million. The company ex...
- Adtalem reported ninth consecutive quarter of enrollment growth, total students up 8% to 97,000.
- Revenue increased nearly 11% year-over-year to $462 million with adjusted EBITDA margin expansion of 100 basis points.
- Adjusted earnings per share rose nearly 36% to $1.75, driven by operational excellence.
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Digimarc Corporation Q3 2025 Earnings Call - Strategic Focus on Retail Loss Prevention and Digital Authentication to Drive Growth
Digimarc's Q3 2025 earnings call reveals a company pivoting with urgency towards retail loss prevention, particularly its gift card solution, and digital authentication amidst a challenging revenue en...
- Digimarc reported a 19% year-over-year revenue decline to $7.6 million in Q3 2025, largely due to the expiration of a $3.5 million DRS contract.
- Annual recurring revenue (ARR) ended Q3 at $15.8 million versus $18.7 million a year ago, decreased by contract lapses but up $600,000 excluding those impacts.
- The company has realigned strategically around three core focus areas: retail loss prevention, product authentication, and digital authentication.
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First American Financial Corporation 3Q 2025 Earnings Call - Commercial Segment Drives Strong Revenue Growth Amid Residential Market Transition
First American Financial reported robust third quarter 2025 results, with adjusted earnings per share rising 27% to $1.70 and consolidated revenue up 14%. The commercial title segment led the charge, ...
- Adjusted EPS rose 27% year-over-year to $1.70 in 3Q 2025, reflecting strong operational resilience.
- Consolidated adjusted revenue increased 14%, driven chiefly by a 29% jump in commercial title revenue.
- Average revenue per commercial order hit a record above $16,000, boosted by large transactions across 10 of 11 asset classes.
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Houlihan Lokey Q2 Fiscal 2026 Earnings Call - Strong Corporate Finance Growth Amid Improving M&A Markets
Houlihan Lokey reported a solid Q2 FY26 with revenues of $659 million, up 15% year-over-year, and adjusted EPS rising 26%. The standout driver was corporate finance revenue, which jumped 21% to $439 m...
- Houlihan Lokey's Q2 FY26 revenues reached $659 million, a 15% increase year-over-year, with adjusted EPS up 26% to $1.84.
- Corporate finance revenues rose 21% to $439 million, driven by the highest transaction volume since late 2021 and a buoyant M&A environment.
- Financial restructuring revenue showed a modest 2% increase to $134 million, supported by a strong backlog despite a softening in new deals due to improving macro conditions and lower rates.
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