Earnings Call Transcripts
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All Earnings Calls
Gannett Co. Q3 2025 Earnings Call - Digital Revenues Nearing 50% With Pivotal AI Licensing Partnerships and Debt Below $1 Billion
Gannett's Q3 2025 earnings reveal critical shifts in digital revenue composition, now approaching 50% of total revenues—a historic milestone. Despite a revenue timing shift from Q3 to Q4, driven by la...
- Gannett's total debt fell below $1 billion in Q3 2025 for the first time since its 2019 merger, marking a major balance sheet milestone.
- Digital revenues reached 47% of total revenues in Q3, an all-time high, and are expected to surpass 50% in Q4 2025 and beyond.
- A $100 million cost reduction program was fully implemented, with full benefits expected to drive significant year-over-year adjusted EBITDA growth in Q4.
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Freddie Mac Q3 2025 Earnings Call - Strong Liquidity Boost and Rising Credit Reserves Mark a Mixed Quarter
Freddie Mac reported a solid $2.8 billion net income in Q3 2025, underpinning its $68 billion net worth and a $3.62 trillion mortgage portfolio. The firm injected $124 billion of liquidity into the U....
- Freddie Mac’s net income was $2.8 billion in Q3 2025, down 11% year-over-year due to increased credit loss provisions.
- The mortgage portfolio grew to $3.62 trillion, supporting $124 billion liquidity to the housing market, up 17% from the prior quarter.
- The number of families helped rose 33% to 483,000, with 50% of primary residence buyers being first-time homebuyers.
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Bristol Myers Squibb Q3 2025 Earnings Call - Strong Growth Portfolio Boosts Revenue Guidance Amid Major Pipeline Catalysts
Bristol Myers Squibb delivered a robust third quarter, powered by a 17% sales increase in its growth portfolio driven by immuno-oncology, hematology, cardiovascular, and neuroscience assets. The compa...
- Q3 sales reached approximately $12.2 billion, marking strong demand across multiple portfolios.
- Growth portfolio sales increased 17% year-over-year, led by immuno-oncology (Opdivo, Qvantig), hematology (Reblozyl, Breyanzi), and cardiovascular (Camzyos) drugs.
- Opdivo sales rose 6%, boosted by MSI-high colorectal cancer uptake and expanded indications.
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Silicom Q3 2025 Earnings Call - Design Win Momentum Paves Way for 2026 Double-Digit Growth
Silicom reported a solid Q3 2025 with $15.6 million in revenue, reflecting a 6% year-over-year increase and maintaining full-year momentum with eight major design wins secured thus far. The company em...
- Silicom reported Q3 2025 revenues of $15.6 million, a 6% increase from Q3 2024, within the upper half of its guidance range.
- The company achieved eight major new design wins year-to-date 2025, surpassing its lower full-year target and nearing the upper end with two months remaining.
- Management set an ambitious goal for 2026 to secure seven to nine additional design wins across all product lines including FPGA Solutions, Smart NICs, and Edge Networking Systems.
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Thryv Holdings Q3 2025 Earnings Call - SaaS Growth Strengthens Amid Transition and AI Innovation
Thryv Holdings reported solid third quarter 2025 SaaS revenue growth of 33% year over year, driven by a 14% increase excluding Keap's contribution. The company continues its transformation from legacy...
- Thryv’s SaaS reported $115.9 million revenue in Q3 2025, up 33% YoY, with Keap contributing $16.8 million.
- Excluding Keap, Thryv’s SaaS business grew 14% YoY, showing solid core SaaS growth.
- SaaS adjusted gross margin rose to 73%, an 80 basis point increase YoY, indicating improving profitability.
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Phathom Pharmaceuticals Q3 2025 Earnings Call - Strategic Shift to Gastroenterology Drives 25% Revenue Growth with 43% Expense Reduction
Phathom Pharmaceuticals reported strong Q3 2025 results, marked by a strategic pivot towards focusing on gastroenterology (GI) specialists to deepen adoption of VOQUEZNA. The company delivered 25% qua...
- Phathom delivered 25% quarter-over-quarter revenue growth in Q3 to $49.5 million, beating expectations and narrowing full-year guidance to the upper half of $170-$175 million.
- Cash operating expenses were reduced by 43% quarter-over-quarter to $49.3 million, beating the under $60 million target; cash usage fell 77% to under $15 million.
- A strategic pivot focuses sales efforts on gastroenterology (GI) physicians, who now represent 70% of prescriptions; sales territories were realigned to better cover high-density GI areas and reduce primary care focus on unproductive physicians.
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Climb Global Solutions Q3 2025 Earnings Call - Double-Digit Organic Growth and Targeted M&A Pipeline Signal Strong Finish
Climb Global Solutions delivered an eighth consecutive quarter of double-digit organic growth buoyed by the Douglas Stewart Software acquisition and a rigorous vendor selection strategy focused on inn...
- Climb Global Solutions achieved double-digit organic growth in Q3 2025, sustained for eight consecutive quarters.
- The acquisition of Douglas Stewart Software (DSS) in July 2024 continues to contribute meaningfully to revenue and growth.
- Q3 gross billings rose 8% year-over-year to $504.6 million; net sales increased 35% to $161.3 million, aided by organic growth and acquisitions.
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Belden Inc. Q3 2025 Earnings Call - Record Revenue and EPS Highlight Solutions Transformation Momentum
Belden Inc. posted a robust third quarter in 2025, surpassing guidance with record revenue of $698 million, up 7% year over year, and adjusted EPS climbing 16% to $1.97. The company's transformation i...
- Belden achieved record third quarter revenue at $698 million, a 7% year-over-year increase, beating high-end guidance.
- Adjusted EPS rose 16% year-over-year to $1.97, reflecting strong profitability and operational execution.
- Organic revenue growth was 4%, with Automation Solutions segment leading at 10% organic growth driven by discrete manufacturing and industrial markets.
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Omnicell Q3 2025 Earnings Call - Strong Growth in Connected Devices Amid Tariff Headwinds
Omnicell posted robust Q3 2025 results with total revenues of $311 million, up 10% year-over-year and exceeding guidance on the back of strong demand for its point of care connected devices, including...
- Omnicell reported Q3 2025 revenues of $311 million, a 10% increase from Q3 2024, driven by strong sales of point of care connected devices such as XT Extend.
- Non-GAAP EPS was $0.51, down slightly from $0.56 in Q3 2024 but up from $0.45 in Q2 2025, impacted by tariffs and software upgrade costs.
- Tariffs negatively impacted profitability by approximately $6 million in Q3, expected to persist at similar levels in Q4, with $15 million estimated for full-year 2025.
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Perimeter Solutions Q3 2025 Earnings Call - Contract Restructuring and Operational Execution Drive Resilient Fire Safety Segment
Perimeter Solutions reported solid third quarter results fueled by operational discipline and a landmark U.S. Forest Service contract reshaping the fire safety business. Adjusted EBITDA grew 9% year-o...
- Q3 adjusted EBITDA reached $186.3 million, a 9% year-over-year increase, driven by operational value drivers and contract improvements.
- Year-to-date adjusted EBITDA rose 20% to $295.7 million, evidencing durable earnings growth.
- The international retardants business and suppressants segment showed strong volume growth and margin expansion due to profitable new business and value-based pricing.
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