Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Webull Corporation Q4 and FY 2025 Earnings Call - Record revenue, AI-driven growth, and scaled profitability
Webull closed its first full year as a public company with striking top-line momentum and a clear playbook: scale active traders, sprinkle in AI, and push internationally. Full-year revenue hit $571 m...
- Full-year 2025 revenue $571 million, up 46% year-over-year, driven by record trading volumes across asset classes.
- Adjusted operating profit for FY2025 was $110.3 million, with adjusted operating profit margin improving 14.6 percentage points to 19.3%.
- Q4 revenue $165.2 million, up 50% year-over-year; Q4 adjusted operating profit $21.6 million with a 13% margin; adjusted net income for Q4 was $14.6 million (8.8% of revenue).
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Broadcom Inc. Q1 FY2026 Earnings Call - AI XPUs and Networking Drive Record Revenue, Line of Sight to $100B+ in 2027
Broadcom reported a blowout Q1 FY2026, with record consolidated revenue of $19.3 billion, driven by a 52% jump in semiconductor sales and a 106% surge in AI semiconductor revenue to $8.4 billion. Mana...
- Record consolidated revenue of $19.3 billion in Q1 FY2026, up 29% year over year, exceeding guidance.
- Semiconductor revenue hit a record $12.5 billion, up 52% year over year, driven primarily by AI semiconductors.
- AI semiconductor revenue grew 106% year over year to $8.4 billion in Q1 and management expects AI chip revenue to accelerate to $10.7 billion in Q2 (about +140% year over year).
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StubHub Q4 2025 Earnings Call - Shifting to product-led, AI-enabled direct issuance while prioritizing core resale and margin expansion
StubHub closed 2025 with a scaled resale engine, roughly 50% share of North America secondary ticketing, and a deliberate pivot: 2026 will be a year of building product foundations for AI-enabled, sel...
- Company shifted strategy for direct issuance in 2026 from business development led to product led, prioritizing AI-enabled, self-serve tooling to reduce operational friction for rights holders.
- StubHub’s core resale marketplace remains the primary earnings driver; 2025 GMS was $9.2 billion, up 6% year over year, and excluding The Eras Tour grew 18% year over year.
- North American secondary market share expanded to approximately 50%, a key strategic achievement management says underpins future margin expansion.
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Veeva Q4 FY2026 Earnings Call - Vault CRM momentum and AI agents set stage for multi-year growth
Veeva closed FY2026 with a strong finish: Q4 revenue of $836 million and full-year revenue of $3.195 billion, with non-GAAP operating income of $366 million for the quarter and $1.434 billion for the ...
- Q4 revenue was $836 million; full-year FY2026 revenue was $3.195 billion.
- Non-GAAP operating income was $366 million in Q4 and $1.434 billion for the full year.
- Veeva surpassed its $3 billion revenue run rate objective for FY2026.
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Okta Q4 FY2026 Earnings Call - New products and AI agent security drive momentum, new products made up ~30% of Q4 bookings
Okta closed FY26 with momentum: new products, including AI offerings, accounted for roughly 30% of Q4 bookings and deals that include new products carried about a 40% average contract uplift. Manageme...
- New products (Identity Governance, Privileged Access, ISPM, Identity Threat Protection, Device Access, Fine Grained Authorization, plus Auth0/Okta for AI Agents) represented approximately 30% of Q4 bookings.
- When new products are included in a deal, average contract uplift is roughly 40%, showing material monetization of add-on modules.
- Okta Identity Governance (OIG) now has over 2,000 customers, underlining fast adoption of cloud-native IGA within the platform.
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Rigetti Computing Q4 2025 Earnings Call - Prototype hits 99.9% 2-qubit fidelity, roadmaps to 1,000+ qubits in ~3 years
Rigetti used the quarter to show progress rather than chase headlines. Technically the call was all about fidelity and architecture: a prototype adiabatic CZ gate hit 99.9% two-qubit fidelity at 28 na...
- Prototype milestone: Rigetti reported a prototype adiabatic CZ gate achieving 99.9% two-qubit fidelity at 28 nanosecond gate speed.
- System fidelities reported: median 2-qubit fidelities of 99.7% on a 9-qubit system, 99.6% on 36 qubits, and 99% on the Cepheus-1 108-qubit system.
- 108-qubit deployment: Company targets customer-ready deployment of the 108-qubit system around the end of March with a stated goal of ~99.5% median two-qubit fidelity and 99.9% one-qubit fidelity.
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Vinci Compass Fourth Quarter 2025 Earnings Call - Pan-regional push, credit-led fundraising lifts AUM to BRL 354 billion
Vinci Compass closed 2025 as a newly integrated pan-regional platform, reporting BRL 354 billion in AUM after BRL 42 billion of capital formation and appreciation for the year. The quarter delivered F...
- Total AUM reached BRL 354 billion at year-end 2025, supported by BRL 42 billion of capital formation and portfolio appreciation during the year, BRL 14 billion of which occurred in Q4.
- Q4 Fee Related Earnings were BRL 80.4 million, or BRL 1.23 per share, with a FRE margin of 32.6%. Adjusted Distributable Earnings for Q4 were BRL 81.3 million, or BRL 1.24 per share.
- Full year figures reported: Fee Related Earnings approximately BRL 188.4 million and Adjusted Distributable Earnings of BRL 292.4 million for 2025, with management noting improved margins from cost actions and acquisitions.
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Ooma, Inc. Q4 FY2026 Earnings Call - Record Adjusted EBITDA and AirDial momentum prime the company for acquisitive growth and AI monetization
Ooma closed FY2026 with a clean, profitable finish: Q4 revenue of $74.6 million, record Adjusted EBITDA of $11.5 million (15% of revenue) and full-year Adjusted EBITDA of $33.9 million. Management clo...
- Q4 revenue $74.6m, up 15% YoY; full-year revenue $273.6m, up 7% YoY.
- Q4 Adjusted EBITDA hit a record $11.5m, or 15% of revenue; FY26 Adjusted EBITDA was $33.9m, up from $23.3m the prior year.
- Management guides FY2027 revenue $321m–$325m and Adjusted EBITDA $43m–$44.5m, implying a sizable step-up in profitability.
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BillionToOne Q4 2025 Earnings Call - Breakout revenue, GAAP profitability and a UnitedHealthcare in‑network deal set the stage for 2026 upside
BillionToOne closed 2025 with a blowout quarter and a stack of commercial and clinical wins that management says validate its single-molecule smNGS platform. Q4 revenue hit $96.1 million, full-year re...
- Q4 revenue was $96.1 million; full-year 2025 revenue was $305.1 million, up 100% versus 2024.
- Company reported GAAP profitability in Q4 and for full-year 2025; Q4 operating income was $10.3 million and full-year operating income was $16.0 million.
- Adjusted EBITDA for 2025 was $38.8 million, a 13% margin. Net income available to common shareholders in Q4 was $4.4 million, or $0.11 per diluted share.
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TriplePoint Venture Growth BDC Corp Fourth Quarter 2025 Earnings Call - Portfolio Stabilizing as AI-led Originations Surge
TriplePoint Venture Growth delivered a stabilization quarter after a year of active repositioning. NAV rose to $8.73 from $8.61 a year earlier, driven by increased originations, portfolio diversificat...
- NAV increased to $8.73 per share at December 31, 2025, up from $8.61 a year earlier, reflecting net gains and portfolio progress.
- TPVG closed $508 million of new debt commitments in 2025, a sharp rise from $175 million in 2024, and funded $287 million to 31 companies during the year.
- The advisor’s broader platform signed $1.2 billion of term sheets in 2025, and TPVG’s sponsor pipeline exceeded $2 billion at year-end, signaling strong originations visibility.
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