Earnings Call Transcripts
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All Earnings Calls
BBVA Argentina Q3 2025 Earnings Call - Resilient Growth Amid Volatile Rate Hikes and Rising NPLs
BBVA Argentina navigated a turbulent third quarter marked by sharp increases in interest rates, heightened political uncertainty, and tightening Central Bank regulations. Despite a 39.7% drop in infla...
- BBVA Argentina’s inflation-adjusted net income fell 39.7% quarter-over-quarter to ARS 38.1 billion in Q3 2025.
- Private sector loans grew 6.7% in real terms, driven mainly by commercial and US dollar loans; retail loans remained flat due to prudent risk management.
- NPL ratio rose to 3.28%, still below the system average, with retail loan delinquency increasing while commercial NPLs remained exceptionally low at 0.10%.
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Lee Enterprises 2025 Q4 Earnings Call - Digital Revenue Surpasses Half of Total with Strong Subscription and Advertising Growth
Lee Enterprises closed fiscal 2025 marking a significant digital transformation milestone, with digital revenue representing 53% of total revenue at $298 million. The company achieved 16% year-over-ye...
- Lee Enterprises ended fiscal 2025 with $562 million total revenue, with digital revenue accounting for 53%, a definitive pivot from legacy print.
- Digital-only subscription revenue grew 16% on a same-store basis to $94 million, sustained despite a cyber incident in February that disrupted growth.
- Amplified Digital Agency revenue exceeded $100 million in 2025, growing 5% annually on a same-store basis and leading among peers.
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Safe Bulkers Q3 2025 Earnings Call - Fleet Renewal and Dividend Sustain Amid Market Volatility
Safe Bulkers reported a mixed third quarter in 2025, navigating weaker charter rates yet maintaining strong financial discipline and resilience. The company’s focus on fleet renewal, with an average f...
- Dry bulk fleet growth projected at 3% for 2025 and 2026, with an order book below 11% of current fleet size.
- Safe Bulkers sold two oldest vessels as part of ongoing fleet renewal strategy.
- Fleet average age is 10.1 years, younger than the global average of 12.6 years, with 80% Japanese-built vessels.
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Grupo Supervielle Q3 2025 Earnings Call - Navigating a Tough Quarter Amid Macroeconomic Tightening with Optimism for 2026
Grupo Supervielle reported a challenging third quarter of 2025 with a net loss of ARS 50.3 billion, driven by systemic macroeconomic pressures including extraordinarily high real interest rates, histo...
- Grupo Supervielle reported a net loss of ARS 50.3 billion in Q3 2025 due to macroeconomic headwinds including very high real interest rates and increased reserve requirements ahead of midterm elections.
- Loan growth was resilient at 8% in real terms, driven mainly by corporate lending, while retail loans slightly contracted due to stricter origination standards.
- Deposit growth was robust, with a 15% quarter-on-quarter increase and a record rise in dollar deposits by 31%, helped by the remunerated account strategy.
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Alarum Technologies Q3 2025 Earnings Call - Breakout AI-driven Revenue Growth Amid Margin Pressure
Alarum Technologies reported a breakout third quarter in 2025 with revenues soaring 81% year-over-year to $13 million, fueled by surging demand from AI customers and expansion in Asia’s e-commerce sec...
- Q3 2025 revenues hit $13 million, up 81% year-over-year and 48% sequentially, marking one of Alarum’s strongest quarters ever.
- Growth driven primarily by AI customers consuming massive datasets and expanding within existing enterprise accounts.
- Number of paying customers increased by 26% quarter-over-quarter; average revenue per customer rose 17%.
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Amber International Holding Limited Q3 2025 Earnings Call - AI-Driven Growth and $15M Share Buyback Announced Amid Strong Institutional Demand
Amber International posted a defining Q3 with operating income hitting $1.4 million on an 8% margin, fueled by disciplined cost management and a durable revenue mix focused on premium client engagemen...
- Q3 2025 operating income reached $1.4 million, yielding an 8% operating margin, a sharp improvement from prior quarters.
- Assets on platform grew 20% QoQ to $1.84 billion, bolstered by strong net new asset inflows and deeper client engagement.
- Total Q3 revenue hit $16.3 million, reflecting a shift towards higher margin, scalable revenue streams with growth in wealth management, execution, and payment solutions.
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Li Auto 3Q 2025 Earnings Call - Strategic Reinvention Toward Embodied AI and Entrepreneurial Management
Li Auto’s 3Q 2025 earnings call marked a pivotal moment as the company confronts layered challenges: product lifecycle pressures, supply chain issues, policy shifts, and a notable dip in deliveries an...
- Li Auto faced significant operational challenges in Q3 2025, including supply chain constraints, product lifecycle headwinds, PR issues, and policy changes, causing delivery declines and revenue drops.
- CEO Xiang Li announced a strategic recommitment to an entrepreneurial management model, citing it as essential in today’s rapidly evolving, AI-driven automotive landscape versus the professional management systems used by legacy car-makers and tech giants.
- The company’s product philosophy shifts away from traditional electric vehicle incremental competition and from replicating smartphone-style smart car features, focusing instead on creating embodied AI vehicles—true 'car-shaped robots' with autonomous and proactive capabilities to augment daily life.
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Cheetah Mobile Q3 2025 Earnings Call - Turning the Corner with Profitability and AI-Driven Growth
Cheetah Mobile marked a notable milestone in Q3 2025, delivering operating profitability for the first time in six years, driven by a 50% year-over-year revenue surge. AI and related businesses, expan...
- Cheetah Mobile reported its first quarterly operating profit in six years, with RMB 4 million operating profit in Q3 2025 and RMB 50 million on a non-GAAP basis.
- Q3 2025 total revenue surged 50% year-over-year to RMB 287 million, driven by 151% growth in AI and other segments representing 50% of total revenue this quarter.
- Voice-enabled wheel robots doubled revenue year-over-year for the second consecutive quarter, now constituting about 5% of total revenues, with contract backlog doubling since Q3 quarter-end, indicating strong sustained demand.
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Noah Holdings Q3 2025 Earnings Call - Boost in Profitability Amid Strategic Shift to Investment Products and AI-Driven Global Expansion
Noah Holdings reported a solid third quarter in 2025 with non-GAAP net income surging over 50% year-on-year despite a modest revenue decline. The firm is executing a clear transformation strategy, piv...
- Non-GAAP net income increased by over 50% YoY to RMB229 million in Q3 2025, demonstrating robust profitability despite a 7.4% YoY decline in total net revenues.
- Revenue mix is shifting markedly toward investment products, which now contribute approximately 28% of total revenue, reflecting growing client demand for investment solutions.
- Overseas operations saw a 22.7% YoY revenue decrease due to insurance product softness but recorded a 13% sequential revenue increase, with AUA growing 6.8% YoY to US$9.3 billion.
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NetApp Q2 FY2026 Earnings Call - AI and Cloud-Led Growth Drive Margins and Market Share Expansion
NetApp reported solid Q2 fiscal 2026 results with $1.71 billion in revenue, a 3% increase year-over-year, or 4% excluding the divested Spot business. The company achieved record gross margin at 72.6%,...
- NetApp delivered Q2 FY2026 revenue of $1.71 billion, up 3% year-over-year, or 4% excluding the divested Spot business.
- All-flash arrays and public cloud services now constitute 70% of revenue, with all-flash revenue growing 9% YoY to $1 billion.
- Gross margin hit a Q2 record at 72.6%, exceeding guidance; operating margin rose to 31.1%, both at all-time highs.
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