Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
IHS Holding Limited Q3 2025 Earnings Call - Strong Organic Growth and Debt Reduction Highlight Positive Outlook
IHS Holding Limited delivered its strongest quarterly performance since 2023, with Q3 2025 revenue at $455 million, up nearly 9% in constant currency terms, driven by key markets Nigeria and Brazil. A...
- IHS Holding Limited posted Q3 2025 revenue of $455 million, exceeding expectations with nearly 9% constant currency organic growth, primarily driven by Nigeria and Brazil.
- Adjusted EBITDA increased over 6% year-on-year to $261 million, achieving a margin of 57.5%, reflecting strong cost control and operational efficiency.
- Adjusted levered free cash flow (ALFCF) soared 81% year-on-year to $158 million, benefiting from improved cash generation and a favorable interest rate profile after bond refinancing.
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Aeroméxico Third Quarter 2025 Earnings Call - Strong IPO Debut and Resilient Performance Amid Demand Challenges
Aeroméxico’s inaugural quarterly earnings call as a public company highlighted a solid third-quarter performance characterized by resilience and disciplined execution. Following a successful IPO listi...
- Aeroméxico completed a dual-listing IPO on the NYSE and Mexican Stock Exchange in 2025, marking a new corporate milestone.
- Third quarter revenues reached $1.4 billion, matching the upper range of IPO prospectus guidance and the second-best Q3 in company history.
- Adjusted EBITDAR margin stood at 31%, with operating income margin at 18%, reflecting strong profitability despite a challenging environment.
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Afya Q3 2025 Earnings Call - Strong Financial Growth Fuels Medical Education Expansion Amid Strategic ESG and Capital Management
Afya reported robust third quarter 2025 results highlighted by a 13% revenue increase and 19% adjusted EBITDA growth over nine months. The company maintained full medical program occupancy in Brazil, ...
- Afya achieved 13% revenue growth and 19% adjusted EBITDA increase over the nine-month period in 2025, demonstrating strong operational execution.
- The company maintained full 100% occupancy in all Brazilian medical programs and expanded approved medical seats by nearly 4% after recent regulatory approvals.
- Undergraduate medical student enrollment grew 6% year over year, exceeding 25,000 medical students, with a 3.4% increase in net average tuition fees excluding acquisitions.
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Planet 13 Holdings Q3 2025 Earnings Call - Strategic Exit from California and Focus on Core Markets Drive Turnaround
Planet 13 reported a challenging Q3 2025, with total revenue declining to $23.3 million from $26.6 million in Q2, pressured by a 10% drop in tourist volume at its Nevada superstore and flower quality ...
- Q3 revenue fell 12% sequentially to $23.3 million, impacted by Nevada tourist decline and Florida product quality issues.
- Nevada superstore revenue was $9.8 million with visitor volume down ~10% year-over-year; tourist-to-local sales mix shifted from 80/20 to near 50/50.
- October showed early signs of recovery with superstore revenue increasing 5% month-over-month, helped by events and local customer activation.
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KinderCare Q3 2025 Earnings Call - Navigating Occupancy Challenges Amid Economic Headwinds
KinderCare's Q3 2025 earnings reflect a familiar yet complex landscape shaped by softened enrollment and cautious consumer behavior amid persistent inflation and mixed state subsidy policies. Revenue ...
- Q3 revenue increased 0.8% year-over-year to $677 million, driven by Champions program growth.
- Same-center revenue remained flat at $617 million, with occupancy at 67%, down 160 basis points year-over-year.
- Seasonal summer softness and cautious consumer behavior amid inflation weighed on enrollment, particularly during back-to-school.
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Surf Air Mobility Q3 2025 Earnings Call - Strategic Financing Fuels Surf OS Commercialization and Operational Turnaround
Surf Air Mobility delivered its seventh consecutive quarter meeting or exceeding guidance, with Q3 revenue rising 6% sequentially to $29.2 million and adjusted EBITDA loss of $9.9 million within guida...
- Surf Air Mobility executed its four-phase transformation plan with sustained improvements across financial, operational, and strategic fronts.
- Q3 2025 revenue reached $29.2 million, exceeding guidance and marking a 6% sequential increase from Q2.
- Adjusted EBITDA loss of $9.9 million in Q3 was within guidance, maintaining stable losses despite growth.
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CuriosityStream Q3 2025 Earnings Call - AI Licensing Revenue Soars 425%, Fueling 46% Overall Growth
CuriosityStream delivered a blockbuster Q3 2025, posting revenue growth of 46% to $18.4 million, driven by a staggering 425% surge in AI licensing revenue—a sign the company is pivoting aggressively t...
- Q3 2025 revenue grew 46% year-over-year to $18.4 million, beating guidance.
- AI licensing revenue skyrocketed over 425% to $8.7 million, fueling most of the growth.
- Adjusted free cash flow rose 88% year-over-year to $4.8 million, yielding strong cash conversion.
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Draganfly 2025 Q3 Earnings Call - Breakthrough Military Orders and Border Drone Launch Propel Growth
Draganfly's Q3 2025 results showcase a strategic pivot towards military and border security markets, with Q3 revenue rising 14.4% year-over-year to $2.16 million. The highlight is a US Army FPV drone ...
- Q3 2025 revenue increased 14.4% year-over-year to CAD 2.16 million, with $1.62 million from product sales and $530,000 from services.
- Gross profit was CAD 421,000 for Q3, down from last year due to inventory write-downs and product mix changes, with gross margin at 21.5%.
- Cash balance stands strong at just under CAD 70 million, providing a solid runway amid monthly burn of approximately CAD 1.5 million.
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KEPCO Q3 2025 Earnings Call - Strong Operating Profit Amid Rising Nuclear Share and Grid Investment Needs
KEPCO reported a consolidated operating profit of KRW 11.54 trillion in Q3 2025, driven by a 5.5% increase in sales revenue, particularly from electricity sales which rose 5.9%. Despite a slight year-...
- KEPCO reported Q3 2025 consolidated operating profit of KRW 11.54 trillion, up from prior year.
- Sales revenue increased 5.5% to KRW 73.75 trillion, led by a 5.9% rise in electricity sales.
- Electricity sales volume grew 0.4% in Q3 due to summer heat wave; full year 2025 sales expected to decline slightly due to economic and manufacturing slowdown.
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Phreesia Q3 Fiscal 2026 Earnings Call - Acquisition of AccessOne Bolsters Growth and Margin Expansion
Phreesia reported a robust Q3 with total revenue of $120.3 million, marking a 13% year-over-year increase, alongside record adjusted EBITDA margin reaching 24%. The company closed the strategic acquis...
- Phreesia delivered Q3 revenue of $120.3 million, up 13% year-over-year.
- Adjusted EBITDA rose to $29.1 million with a record 24% margin, up 15 points year-over-year.
- The company closed acquisition of AccessOne, providing patient financing solutions to reduce provider receivables risk.
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