Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Cimpress FY2026 Q1 Earnings Call - Elevated Products and Cross-Segment Fulfillment Drive Strong Start and Clear Path to $600M EBITDA by 2028
Cimpress kicked off fiscal 2026 with a robust first quarter, powered by growth in elevated products like promotional items, apparel, packaging, and labels, led prominently by Vista. These higher-value...
- Cimpress reported a strong 7% revenue growth in Q1 fiscal 2026, with 4% organic constant currency growth, surpassing guidance.
- Elevated products such as signage, apparel, promotional items, packaging, and labels are driving significant growth and improving customer lifetime value, especially through Vista.
- Vista grew revenues from promotional products, apparel, gifts, packaging, and labels at double-digit year-over-year rates.
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Fox Corporation Q1 Fiscal 2026 Earnings Call - Strong Ad Market and Tubi Profitability Propel Growth
Fox Corporation kicked off fiscal 2026 with solid revenue growth of 5% and EBITDA up 2%, driven by a robust advertising market that defied the absence of last year's political revenue. The company’s d...
- Fox Corporation reported 5% revenue growth and 2% EBITDA growth in Q1 FY26.
- Advertising revenue grew 6% despite the absence of last year's political ad revenue, buoyed by news, sports, entertainment, and Tubi.
- Distribution revenue grew 3% with subscriber declines under 7% for the third consecutive quarter.
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1-800-Flowers.com Q1 Fiscal 2026 Earnings Call - Early Signs of Turnaround with Marketing Margin Focus and Cost Savings
1-800-Flowers.com is laying groundwork for a turnaround after a challenging stretch marked by consistent EBITDA declines. The company has pivoted sharply to prioritize marketing contribution margin ov...
- Fiscal 2026 is targeted as a turnaround year focusing on sustainable growth foundations.
- Shifted marketing strategy from bottom-of-funnel revenue focus to marketing contribution margin to improve profitability.
- Early marketing changes show improved efficiency and a slightly positive adjusted EBITDA trend after multiple quarters of declines.
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LKQ Corporation Q3 2025 Earnings Call - Executing Portfolio Simplification and Margin Improvement Amid Macro Challenges
LKQ Corporation delivered solid third quarter 2025 results, highlighted by strategic portfolio simplification and continued margin improvement despite a tough macro environment characterized by reduce...
- LKQ sold its Self Service segment for $410 million, simplifying the business and strengthening the balance sheet through debt reduction.
- The company raised the midpoint of its full-year 2025 adjusted EPS guidance to $3.07, narrowing the forecast range.
- Despite macroeconomic pressures, including reduced consumer spending and lower vehicle repair demand, LKQ outperformed the market in most segments.
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Cumulus Media Q3 2025 Earnings Call - Digital Marketing Services Drives Growth Amid Broadcast Headwinds
Cumulus Media's Q3 2025 results paint a picture of a company grappling with secular declines in broadcast revenue yet carving out pockets of outperforming growth. Total revenue was down 11.5%, or 5.7%...
- Q3 total revenue declined 11.5%, or 5.7% when excluding political content and lost shows The Daily Wire and Dan Bongino.
- Broadcast spot revenue market share grew for the third consecutive quarter, driven by strong sales execution and live/local programming focus.
- Digital Marketing Services (DMS) revenue surged 34%, marking third straight quarter over 30% growth, fueled by 88% increase in new accounts and 8% larger campaign sizes.
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Indivior plc Q3 2025 Earnings Call - SUBLOCADE Drives Raised Guidance with 15% Growth Amid Organizational Streamlining
Indivior reported a solid Q3 2025 with total net revenue up 2% year-over-year, driven primarily by a robust 15% increase in SUBLOCADE sales. The company executed well on its Indivior Action Agenda Pha...
- Indivior posted 2% total net revenue growth in Q3 2025, led by a 15% increase in SUBLOCADE revenue year-over-year.
- Strong U.S. commercial execution, including better field force targeting and label update awareness, drove SUBLOCADE unit dispense growth of 8%.
- The new direct-to-consumer campaign, launched October 1st, aims to boost SUBLOCADE awareness and combat OUD stigma.
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Agios Pharmaceuticals Q3 2025 Earnings Call - Advancing PYRUKYND Launch Amid REMS Challenges and Upcoming Sickle Cell Trial Readout
In its Q3 2025 earnings call, Agios Pharmaceuticals highlighted steady commercial growth with $12.9 million in PYRUKYND net revenues, driven by expansion in PK deficiency and preparation for potential...
- Agios reported $12.9 million in PYRUKYND net revenue for Q3 2025, a 44% increase year-over-year and 3% sequential growth.
- FDA extended the PDUFA date for PYRUKYND thalassemia supplemental NDA to December 7 due to a REMS program request.
- The REMS program is focused on hepatocellular injury monitoring and education; FDA discussions are ongoing with no specifics disclosed.
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The Real Brokerage Q3 2025 Earnings Call - Accelerating Agent Growth and Expanding Ancillary Services Drive Strong Organic Momentum
The Real Brokerage reported robust third quarter results marked by exceptional organic growth, expanding its agent base beyond 30,000 with a 49% year-over-year increase in closed transactions. Revenue...
- The Real Brokerage grew revenue 53% year over year to $569 million in Q3 2025, driven mainly by a 49% increase in closed transactions.
- The company surpassed 30,000 agents on its platform, with a 39% increase year over year and a current base around 30,700 agents.
- Adjusted EBITDA rose 54% to $20.4 million while net loss was nearly breakeven at negative $0.3 million, showing improving profitability.
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Trinity Industries Q3 2025 Earnings Call - Raising Full Year EPS Guidance Amid Leasing Strength and Manufacturing Efficiency
Trinity Industries demonstrated resilience in Q3 2025, navigating a challenging railcar market with a balanced approach in leasing and manufacturing. The company raised its full-year EPS guidance to $...
- Trinity raised its full-year 2025 EPS guidance to a tightened range of $1.55 to $1.70, up from $1.40 to $1.60, driven by stronger-than-expected margins and secondary market gains.
- The Railcar Leasing and Services segment showed revenue growth due to higher lease rates and a 96.8% fleet utilization rate, with lease renewal rates 25.1% above expiring rates and an 82% renewal success rate.
- Forward Lease Rate Differential (FLRD) remained positive for the 17th consecutive quarter, though dipped to 8.7% reflecting rate moderation in some railcar types.
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AT&T Q3 2025 Earnings Call - Record Broadband Growth Bolsters Convergence Strategy
AT&T reported solid Q3 2025 results, with total revenues growing 1.6% year-over-year and adjusted EBITDA increasing 2.4%, driven chiefly by exceptional broadband subscriber growth. The company added o...
- AT&T achieved over 550,000 broadband net adds in Q3, highest in more than eight years, surpassing 10 million AT&T Fiber customers.
- Total revenue grew 1.6% year-over-year; adjusted EBITDA grew 2.4%, with margins expanding by 30 basis points.
- AT&T Fiber revenue increased 16.8%, driving Consumer Wireline EBITDA growth over 15% and margin expansion of 350 basis points.
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