Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Verastem Oncology Q1 2026 Earnings Call - CO-PACK Revenue Hits $18.7M as Pipeline Shifts to Registration-Driven Phase II Trials
Verastem Oncology posted $18.7 million in net product revenue for Q1 2026, driven by continued uptake of its co-packaged KRAS-targeting therapy for low-grade serous ovarian cancer. The company is rest...
- Q1 2026 net product revenue reached $18.7 million, bringing total net product revenue to nearly $50 million since the commercial launch in May 2025.
- The LGSOC franchise is projected to become self-sustaining in the second half of 2026, with CO-PACK revenues funding both commercial operations and ongoing clinical trials.
- Verastem appointed Dan Lyons as Chief Commercial Officer to revitalize launch execution and drive deeper adoption among prescribers.
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Gilead Sciences Q1 2026 Earnings Call - YES2GO Launch Exceeds Expectations, $1B Revenue Target Raised
Gilead Sciences delivered a strong first quarter, with total product sales of $6.9 billion, up 5% year-over-year, and base business sales of $6.8 billion, up 8%. The standout performer was YES2GO, Gil...
- YES2GO, Gilead’s twice-yearly injectable PrEP, grew 72% sequentially in Q1 to $166 million, driving a raise in full-year 2026 sales guidance to $1 billion, on track for blockbuster status.
- HIV treatment sales grew 7% year-over-year, with BIKTARVY sales of $3.4 billion up 7% and maintaining over 52% U.S. market share, supported by a patent expiry out to 2036.
- Oncology sales surged, with Trodelvy revenue up 37% year-over-year to $402 million, fueled by NCCN Category 1 recommendations and expected FDA decisions for first-line metastatic TNBC in H2 2026.
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Omada Health Q1 2026 Earnings Call - Positive Adjusted EBITDA and GLP-1 Partnership Expansion Drive Margin Expansion
Omada Health delivered its strongest first quarter in company history, crossing 1 million total members and generating $78 million in revenue, up 42% year-over-year. The company reported positive adju...
- Omada Health crossed 1 million total members in Q1 2026, up 51% year-over-year, with 139,000 net new members added.
- Revenue reached $78 million, up 42% year-over-year, driven by GLP-1 Care Track adoption and multi-condition penetration.
- Adjusted EBITDA turned positive at $1 million, a significant improvement from a $4 million loss in Q1 2025.
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QuinStreet Q3 2026 Earnings Call - Record Revenue and EBITDA Driven by AI and HomeBuddy Synergies
QuinStreet reported a record-breaking fiscal third quarter with revenue surging 28% year-over-year to $346.1 million and adjusted EBITDA climbing 53% to $29.6 million. The results were fueled by recor...
- Fiscal Q3 2026 revenue reached a record $346.1 million, up 28% year-over-year, while adjusted EBITDA hit a new high of $29.6 million, up 53% year-over-year.
- Auto insurance revenue set a company record, growing 27% year-over-year, driven by strong carrier demand, healthy loss ratios, and elevated consumer shopping activity.
- Home services revenue surged 63% year-over-year to $114.3 million, with annual run rates approaching $500 million following the HomeBuddy acquisition.
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Century Aluminum Q1 2026 Earnings Call - Middle East Disruptions Fuel Supply Deficit as Mount Holly Expansion Ramps
Century Aluminum reported a strong Q1 2026, driven by higher LME prices, expanding regional premiums, and disciplined capital allocation that pushed net debt below $300 million. The company is capital...
- Q1 net income reached $338 million ($3.23 per share), with adjusted net income at $171 million ($1.63 per share), driven by higher LME prices and regional premiums.
- Global aluminum deficit for 2026 expanded to 1.4 million tons due to Middle East disruptions, including 2.5 million tons of Gulf production affected by Strait of Hormuz closures and attacks.
- Mount Holly expansion is progressing on schedule, with full production expected by end of June, adding over 125 U.S. jobs and increasing total U.S. primary aluminum production by nearly 10%.
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Diodes Incorporated Q1 2026 Earnings Call - AI and Automotive Demand Drive 22% Revenue Growth and Margin Expansion
Diodes Incorporated delivered a sharp turnaround in Q1 2026, posting 22% year-over-year revenue growth and a 100%+ increase in quarterly earnings. The company is riding a sustained demand recovery acr...
- Q1 2026 revenue reached $405.5 million, up 22.1% year-over-year and 3.5% sequentially, marking the sixth consecutive quarter of double-digit YoY growth.
- Non-GAAP adjusted net income surged to $19.8 million, or $0.43 per diluted share, more than doubling the $8.8 million reported in Q1 2025.
- Gross margin improved to 31.8%, up 70 basis points sequentially, driven by higher revenue contribution from automotive and industrial markets, which now represent 44% of product revenue.
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Guardant Health Q1 2026 Earnings Call - Revenue Surges 48% as Screening and Oncology Flywheel Accelerates
Guardant Health delivered a breakout first quarter, with revenue jumping 48% year-over-year to $302 million. The growth was broad-based, driven by a 47% surge in oncology test volumes and a massive ex...
- Total revenue surged 48% year-over-year to $302 million in Q1 2026, marking the fastest YoY growth rate in five years and pushing trailing twelve-month revenue past $1 billion.
- Oncology revenue grew 36% to $205 million, driven by a 47% increase in test volumes to approximately 86,000, with strong performance across Guardant360 Liquid, Tissue, and Reveal.
- Shield screening revenue exploded from $6 million to $42 million, fueled by a 44,000-test volume and a successful collaboration with Quest Diagnostics, which expanded market reach.
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HubSpot Q1 2026 Earnings Call - AI Agents Drive Margin Expansion and Upmarket Growth
HubSpot delivered a resilient Q1 2026, posting 23% reported revenue growth and expanding non-GAAP operating margins by 400 basis points to 18%. The quarter was defined by a strategic pivot toward outc...
- Q1 2026 revenue grew 23% year-over-year on a reported basis and 18% in constant currency, driven by strong subscription and services growth.
- Non-GAAP operating margin expanded 400 basis points year-over-year to 18%, reflecting disciplined hiring and FX benefits.
- Total customer base reached nearly 300,000 globally, adding 10,800 net customers in the quarter.
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Definium Therapeutics Q1 2026 Earnings Call - Three Phase III Readouts Loom
Definium Therapeutics is entering a high-stakes phase with three pivotal Phase III data readouts for its lead asset, DT120 ODT, scheduled for the second and third quarters of 2026. The company is adva...
- Definium Therapeutics is approaching a critical inflection point with three pivotal Phase III data readouts for DT120 ODT scheduled for Q2 and Q3 2026.
- The Emerge study in major depressive disorder (MDD) is complete with 149 participants and will report top-line data later this quarter.
- Two Phase III studies in generalized anxiety disorder (GAD), Voyage and Panorama, will report top-line data in Q3, with Panorama having exceeded its enrollment target.
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Zymeworks Q1 2026 Earnings Call - Regulatory Catalysts and RAS ADC Pipeline Expansion
Zymeworks is approaching a critical inflection point with the August 25, 2026 PDUFA date for zanidatamab in first-line GEA and an sBLA filing in China. These milestones unlock $300 million in near-ter...
- The August 25, 2026 PDUFA date for zanidatamab in first-line GEA marks a pivotal near-term catalyst, with a $250 million milestone payment from Jazz upon U.S. approval.
- An sBLA filing has been submitted in China for first-line GEA, triggering a $50 million milestone payment from partner BeOne upon approval.
- Revenue fell to $2.4 million in Q1 2026 from $27.1 million in Q1 2025, driven by the absence of non-recurring clinical milestones from the prior year.
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