Earnings Call Transcripts
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All Earnings Calls
Natera Q1 2026 Earnings Call - Record MRD Volumes and Japan Launch Drive Revenue Reset
Natera reported a record Q1 2026 with revenues of $697 million, reflecting 39% year-over-year growth and a milestone of over 1 million units processed in a single quarter. The company's clinical MRD b...
- 1. Natera reported Q1 2026 revenues of $697 million, a 39% year-over-year increase, marking a significant acceleration in growth at scale.
- 2. The company processed over 1 million units in a single quarter for the first time, with Signatera clinical MRD volume hitting a record 249,000 tests, up 55% year-over-year.
- 3. Management reset the full-year revenue guidance upward by $120 million at the midpoint, reflecting strong volume momentum and realized ASP growth.
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Crinetics Pharmaceuticals Q1 2026 Earnings Call - PALSONIFY Launch Momentum Accelerates With 232 New Patient Enrollments
Crinetics Pharmaceuticals delivered a strong first quarter 2026, driven by the accelerating launch of PALSONIFY for acromegaly. The company enrolled 232 new patients, generated $10.3 million in net pr...
- PALSONIFY generated $10.3 million in net product revenue in Q1 2026, with total company revenue reaching $10.7 million including $0.4 million from a Japanese licensing deal.
- The company enrolled 232 new patients on PALSONIFY during the quarter, demonstrating consistent weekly growth and expanding beyond early adopters.
- Treatment-naive patients now account for 15% of new PALSONIFY enrollments, up from 5% in Q4 2025, signaling growing physician confidence in first-line use.
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Myomo Q1 2026 Earnings Call - Recurring Revenue Shift Accelerates as O&P Partnerships and Payer Contracts Expand Market Access
Myomo delivered a disciplined Q1 2026 that confirmed its pivot toward recurring patient sources and stronger unit economics. Revenue rose 3% to $10.1 million, driven by a 9% increase in average sellin...
- Q1 2026 revenue reached $10.1 million, up 3% year-over-year, driven by a 9% increase in average selling price to $58,800 from Medicare fee updates and a favorable payer mix.
- Gross margin expanded 100 basis points to 68.2%, while operating expenses declined 1% to $10.1 million, resulting in a 20% improvement in adjusted EBITDA.
- Recurring patient sources now account for 49% of revenue, up from 25% in Q1 2025, signaling a successful shift away from high-cost direct-to-consumer advertising.
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AvePoint Q1 2026 Earnings Call - AI Governance Becomes the Enterprise Trust Layer
AvePoint delivered a strong start to 2026 with Q1 revenue of $117.2 million, beating guidance on both top and bottom lines. The company reported 26% year-over-year revenue growth and 35% SaaS revenue ...
- Total Q1 revenue reached $117.2 million, reflecting 26% year-over-year growth and exceeding the high end of guidance.
- SaaS revenues grew 35% year-over-year to $93.4 million, now representing 80% of total revenue.
- ARR closed at $435.2 million, up 26% year-over-year, marking the 12th consecutive quarter of double-digit organic net new ARR growth.
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ICF International Q1 2026 Earnings Call - Federal Stabilization and AI Resilience Fuel Growth Outlook
ICF International reported a solid start to 2026, with Q1 revenues declining 10.3% year-over-year to $437.5 million due to timing shifts in commercial energy and international government contracts rat...
- Q1 2026 total revenue declined 10.3% year-over-year to $437.5 million, primarily due to $12 million in revenue timing shifts in commercial energy and international government contracts rather than fundamental demand issues.
- Federal government revenues stabilized with an 8.6% sequential increase to $182.3 million, signaling recovery after last year's volatility and aligning with expectations for year-over-year growth by Q4 2026.
- International government revenues surged 17.5% year-over-year, driven by significant contract wins from European Union and U.K. clients, with strong momentum expected to continue through the year.
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McKesson Corporation Q4 2026 Earnings Call - Oncology Growth & MSO Separation Drive 18% EPS Expansion
McKesson closed fiscal 2026 with a commanding 18% jump in adjusted EPS to $39.11, powered by a $403 billion revenue top line and relentless execution across its growth pillars. The company’s Oncology ...
- Full-year adjusted EPS expanded 18% to $39.11, outpacing long-term growth targets of 13%-16%.
- Consolidated revenue reached $403 billion, a 12% year-over-year increase driven by broad-based demand.
- Oncology and Multispecialty segment revenue surged 35% to $12.7 billion, fueled by PRISM Vision and Core Ventures acquisitions.
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Genpact Q1 2026 Earnings Call - Agentic Solutions Double Contract Value, Revenue Hits Record $1.3 Billion
Genpact delivered a record Q1 2026, driven by a sharp pivot toward agentic and advanced technology solutions that now account for 27% of total revenue. Advanced Technology Solutions grew 24% year-over...
- Record Q1 2026 Revenue: Total revenue grew 6.7% year-over-year to $1.296 billion, marking a strong start to the fiscal year.
- Agentic Solutions Momentum: Contract value for agentic solutions nearly doubled from all of 2025, with more than 50% of cumulative awarded contract value coming from new clients.
- Advanced Technology Solutions Acceleration: Advanced Technology Solutions revenue grew 24% year-over-year to $345 million, now representing 27% of total revenue.
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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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