Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Arrive AI Q4 2025 and FY2025 Earnings Call - IP-heavy last-inch network advancing, revenue still immaterial while company burns cash to scale
Arrive AI used the call to double down on its narrative: build a patent-protected network of secure delivery endpoints, iterate hardware (AP3 to AP5), and convert deployments into scale rather than ch...
- Revenue remains immaterial, $15,000 in Q4 2025 and about $113,000 for the full year, all subscription revenue.
- Losses widened, with Q4 net loss of $2.7 million and full-year net loss of $12.8 million, driven by higher operating expenses and hiring.
- Liquidity improved in January 2026 with a $10 million draw from the companys equity line, after ending 2025 with $2.1 million cash.
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Vince Holding Corp. Fourth Quarter and Fiscal 2025 Earnings Call - DTC Momentum Offsets Saks Headwind and Tariff Pressure
Vince closed fiscal 2025 with clear momentum in direct-to-consumer, which drove Q4 net sales to $83.7 million, up 4.7% year over year, and DTC sales up 10.4%. Management credits improved customer expe...
- Q4 net sales were $83.7 million, up 4.7% versus prior year, capping fiscal 2025 net sales growth of 2.2%.
- Direct-to-consumer strength is driving results, with DTC sales up 10.4% in Q4 and management calling store performance the best six-month run they have seen.
- Wholesale declined 1.2% in Q4, largely because Vince paused shipments to Saks Global amid that partner’s reorganization.
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ASML Q1 2026 Earnings Call - Demand Surge from AI Pushes 2026 Sales Guidance Up to EUR 36-40bn
ASML beat for margin and matched top-line guidance in Q1 with EUR 8.8 billion in net sales, EUR 2.5 billion coming from installed base revenue, and a 53% gross margin. Management reported EUR 2.8 bill...
- Q1 net sales EUR 8.8 billion, within guidance; installed base revenue EUR 2.5 billion, slightly above guidance.
- Q1 gross margin 53%, at the high end of guided range; net income EUR 2.8 billion.
- Q2 2026 guidance: EUR 8.4 billion to EUR 9.0 billion total net sales, with EUR 2.5 billion of installed base revenue and gross margin expected at 51% to 52%.
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Gloo Holdings Fiscal Fourth Quarter 2025 Earnings Call - Clear path to Adjusted EBITDA profitability driven by applied AI and accretive M&A
Gloo posted a strong Q4 2025, with revenue of $33.6 million, up 418% year over year and modest sequential growth, and a materially stronger balance sheet after its November IPO and debt-to-equity conv...
- Q4 2025 revenue $33.6 million, up 418% year over year and 3.3% sequentially, beating guidance.
- Platform revenue was $20.1 million; platform solutions revenue was $13.5 million, with sequential strength driven by Gloo 360 and Igniter.
- Adjusted EBITDA for Q4 was negative $18.6 million, improving $0.7 million sequentially; Q1 guide targets roughly negative $12 million, a more than 30% improvement from Q4.
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Mama's Creations Q4 and Fiscal 2026 Earnings Call - Acquisition and Costco Breakthrough Scale the Business
Fiscal 2026 was framed as transformational. Mama's Creations grew revenue 39% to $171.7 million, delivered a record Q4 at $54.0 million, and boosted adjusted EBITDA to $15.4 million. Management points...
- Revenue grew 39.2% for fiscal 2026 to $171.7 million, Q4 revenue jumped 60.7% year over year to $54.0 million.
- Adjusted EBITDA rose 52.5% for the year to $15.4 million, and Q4 adjusted EBITDA increased 77.4% to $5.5 million.
- Completed Crown 1 Bay Shore acquisition, adding a 42,000 sq ft facility that nearly doubled manufacturing footprint and expanded premium capabilities.
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SurgePays Q4 2025 Earnings Call - Proven scalability when funded, now capital disciplined and diversified revenue streams
SurgePays closed 2025 as a company that proved it can scale fast when it spends, and then pulled back to prove it can manage costs. Full year revenue was about $57 million, with Q4 at $16.2 million af...
- Full year 2025 revenue approximately $57.0 million, Q4 revenue $16.2 million.
- Q3 2025 was an inflection quarter, revenue jumped to $18.7 million when capital was deployed into subscriber acquisition, proving platform scalability.
- Q4 2025 revenue fell sequentially after management pulled back acquisition spend to prioritize capital discipline; Q4 still materially above Q4 2024.
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Citigroup Q1 2026 Earnings Call - Markets and Services Fueled a Blowout Quarter, Yet Citi Holds to 10%-11% ROTCE Target
Citi delivered a muscular start to 2026, reporting $5.8 billion in net income on $24.6 billion of revenues and a 13.1% ROTCE, driven by breakout performances in Markets and Services. Management deploy...
- Net income $5.8 billion on $24.6 billion of revenues, ROTCE 13.1% for Q1 2026, signaling strong operating momentum across the firm.
- Total revenues rose 14% year over year, with four of the five core businesses posting double-digit revenue growth.
- Services had an exceptional quarter: revenues +17%, new mandates +40%, deposits +16%, assets under custody and administration +21%, and ROTCE ~27%.
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Data Storage Corporation FY2025 Earnings Call - Sold CloudFirst, Returned $29M to Shareholders, Repositioning as Nasdaq Acquisition Platform
Data Storage closed a consequential year by monetizing CloudFirst, repatriating most proceeds to shareholders, and recasting itself as a Nasdaq-listed acquisition vehicle. The Sep 11, 2025 sale of Clo...
- Reporting was delayed to complete year-end audit work tied to complex transactions, including the CloudFirst sale, warrant settlements, and a tender offer.
- CloudFirst was sold on September 11, 2025 for $40 million, generating approximately $31.6 million in net proceeds and a $20.1 million gain.
- At December 31, 2025 the company reported about $41 million in cash equivalents and marketable securities, up from $12.3 million at year-end 2024.
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Wells Fargo Q1 2026 Earnings Call - Broad revenue momentum, deep dive on non-bank financial lending and capital tailwinds
Wells Fargo delivered a quarter of broad-based growth as loans topped $1 trillion and revenue rose 6% year over year, powered by a 5% increase in net interest income and an 8% gain in noninterest inco...
- Diluted EPS rose 15% year over year, revenue increased 6%, loans grew 11%, and deposits were up 7% versus a year ago.
- Net interest income climbed 5% year over year, noninterest income rose 8%, and pre-tax, pre-provision profit was up 14% year over year.
- Period-end loans exceeded $1 trillion for the first time since Q1 2020, driven by C&I, markets, and consumer lending growth.
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Bank7 Corp. Q1 2026 Earnings Call - NIM Stable, Credit Clean, Capital Above 16%
Bank7 reported a steady quarter, leaning on a long-tenured banking team to keep margins healthy and credit pristine. Management said core net interest margin should sit in a 4.40% to 4.45% band with l...
- Management emphasizes consistent execution, crediting a long-tenured banking team for repeatable results and disciplined balance sheet management.
- Core NIM guidance set at 4.40% to 4.45%, with management modeling that band assuming rates remain around current levels.
- Loan fee income is expected to normalize to roughly 28 to 35 basis points historically, with current guidance closer to 28 to 30+ basis points going forward.
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