Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Cirrus Logic Q4 FY2026 Earnings Call - Record $2B Revenue Driven by Smartphone and PC Growth
Cirrus Logic closed fiscal 2026 with record revenue of $2 billion, up 5% year-over-year, and record non-GAAP earnings per share of $9.26. The results were anchored by robust demand for flagship smartp...
- Record fiscal 2026 revenue of $2 billion, up 5% year-over-year, driven by smartphone and PC demand.
- Non-GAAP earnings per share reached a record $9.26 for the full fiscal year, up from $7.54 in FY2025.
- Q4 revenue of $448.5 million beat guidance midpoint, though sequential decline of 23% reflected lower smartphone unit volumes.
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eHealth, Inc. Q1 2026 Earnings Call - Strategic Pivot to Lifetime Advisory Model and Cash Flow Discipline
eHealth delivered a strong start to 2026 by beating revenue and adjusted EBITDA expectations, driven by a deliberate pullback on high-cost marketing and a strategic shift toward higher-quality Medicar...
- Q1 2026 revenue reached $88 million, ahead of internal expectations, despite a 22% year-over-year decline driven by lower enrollment volume and reduced marketing spend.
- Adjusted EBITDA came in at $9 million, exceeding guidance, while GAAP net loss was $4.7 million due to restructuring charges from headcount reductions.
- Management is intentionally treating 2026 as a bridge year, prioritizing operating cash flow and unit economics over top-line growth to navigate the Medicare Advantage reset cycle.
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Houlihan Lokey {Q4} {FY2026} Earnings Call - Record Revenue, Restructuring Tailwinds, and Dividend Hike Signal Resilience Amid Geopolitical Turmoil
Houlihan Lokey delivered a record $2.6 billion in fiscal year 2026 revenue, up 10%, with adjusted EPS climbing 20% to $7.56. The firm navigated significant geopolitical headwinds and software sector v...
- Houlihan Lokey reported record fiscal year 2026 revenue of $2.6 billion, up 10% year-over-year, and adjusted EPS of $7.56, up 20%, demonstrating resilience amid geopolitical and macroeconomic pressures.
- Fourth-quarter revenues reached $636 million, with Corporate Finance and Financial Valuation Advisory both posting record quarterly revenues despite software sector volatility and Middle East conflict disruptions.
- Financial Restructuring business outlook improved for fiscal 2027, driven by widening credit spreads, private credit dislocation, software sector stress, and energy volatility, leading to increased mandate activity.
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MannKind Q1 2026 Earnings Call - Dual PDUFA Pipeline Acceleration and Durable UT Revenue Base
MannKind reported a structurally weak but fundamentally improving Q1 2026, with revenues rising 15% year-over-year to $90 million. The quarter was weighed down by annual deductible resets, field team ...
- MannKind reported Q1 2026 revenues of $90 million, a 15% year-over-year increase, driven by the inclusion of FUROSCIX net sales of $15.5 million and Afrezza global sales of $15.3 million.
- The company reaffirmed its full-year 2026 FUROSCIX revenue target of $110 million to $120 million, citing strong underlying demand despite Q1 headwinds from deductible resets and field team transitions.
- MannKind received a $5 million upfront payment from United Therapeutics to accelerate development of ralinepag DPI, with up to $35 million in additional milestones and a 10% royalty on net sales.
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BBSI Q1 2026 Earnings Call - Tech Stack Expansion Fuels Retention Amid Macro Headwinds
BBSI navigated a challenging Q1 2026 by delivering solid, controllable growth despite broader macroeconomic headwinds that suppressed client hiring and drove a 21% decline in staffing revenues. Gross ...
- Gross billings grew 3.5% year-over-year to $2.16 billion, with PEO gross billings up 3.7% to $2.15 billion.
- PEO worksite employee (WSE) growth was a modest 2%, driven by strong new client additions and retention that offset broader client workforce reductions.
- Staffing revenues declined 21% to $14 million, reflecting client reluctance to place temporary staffing orders amid macroeconomic uncertainty.
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Aurora Innovation Q1 2026 Earnings Call - Scaling Driverless Trucking with Hirschbach MOU and Hardware Cost Cuts
Aurora Innovation used Q1 2026 as a bridge between localized testing and industrial-scale deployment. The company reported just over $1 million in revenue, but highlighted a 370,000-mile driverless st...
- Aurora Innovation generated just over $1 million in Q1 2026 revenue, marking a 10% sequential increase, while operating at a loss of $244 million including stock-based compensation.
- Management confirmed a landmark Memorandum of Understanding with Hirschbach Motor Lines to scale an autonomous fleet with the intent to own and operate 500 trucks, representing a potential multi-year revenue stream in the hundreds of millions of dollars.
- The Aurora Driver surpassed 370,000 driverless miles in Q1 with a 100% on-time performance and zero Aurora-attributed collisions, proving operational reliability ahead of the new fleet launch.
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Pursuit 2026 Q1 Earnings Call - Record Revenue Driven by Tabacón Acquisition and Demand Resilience
Pursuit delivered record Q1 2026 results with revenue surging 37% year-over-year to CAD 51.6 million, fueled by the full-quarter contribution of its July 2025 Tabacón acquisition and strong same-store...
- Revenue surged 37% year-over-year to a record CAD 51.6 million, driven by the full-quarter contribution of the Tabacón acquisition and strong same-store performance.
- Tabacón in Costa Rica delivered CAD 10 million in revenue, validating the acquisition thesis with healthy attraction visitation, lodging performance, and high guest satisfaction.
- Adjusted EBITDA improved by CAD 2.6 million year-over-year to negative CAD 14.9 million during the seasonal low, supported by higher revenue and margin expansion.
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Bridger Aerospace Q1 2026 Earnings Call - Revenue Misses as Pre-Season Investments Weigh on Results
Bridger Aerospace reported a first-quarter revenue miss, primarily due to non-recurring return-to-service work on its Spanish Super Scoopers and early deployment activity from the previous year. The c...
- Revenue of $8.5 million missed expectations, driven by non-recurring return-to-service work on Spanish Super Scoopers and early deployment activity from Q1 2025.
- Management reiterates full-year 2026 revenue guidance of $135 million to $145 million, reflecting expected growth in deployment and technology adoption.
- The company is investing heavily in fleet readiness, sensor technology, and leadership ahead of an anticipated severe wildfire season.
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Clearfield Q2 2026 Earnings Call - BEAD Delays Offset by Private Build Surge
Clearfield reported Q2 fiscal 2026 net sales of $34.4 million, landing at the high end of guidance despite a 15% year-over-year decline. The pull was driven by a large regional customer pulling orders...
- Q2 net sales of $34.4 million landed at the high end of guidance, though down 15% YoY due to a large regional customer pulling orders into the prior year’s Q3 and seasonal winter slowdown.
- Backlog jumped 39% sequentially, yielding a 1.3 book-to-bill ratio that aligns with typical summer seasonality and supports the second-half outlook.
- Management reiterated full-year fiscal 2026 revenue guidance of $160M-$170M, reflecting an expected 10% top-line growth at the midpoint.
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SiTime Q1 2026 Earnings Call - AI Inference Fuels 88% Revenue Surge and 28% Operating Margin
SiTime reported a blistering Q1 2026, posting $113.6 million in revenue, an 88% year-over-year increase, driven by a white-hot communications, enterprise, and data center (CED) segment that grew 158%....
- Q1 2026 revenue reached $113.6 million, up 88% year-over-year, significantly exceeding prior expectations and long-term growth targets.
- Communications, Enterprise, and Data Center (CED) revenue grew 158% year-over-year to $75.7 million, representing 66.6% of total revenue and marking the 8th consecutive quarter of triple-digit growth.
- Non-GAAP gross margin expanded 710 basis points year-over-year to 64.5%, driven by a favorable product mix favoring high-margin CED products and lower consumer mix, alongside manufacturing cost improvements.
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