Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
IDT Corporation Q2 FY2026 Earnings Call - High-margin segments drive record profits and guidance raise
IDT reported a clean quarter of rotation. Three higher-margin growth segments, NRS, Fintech (BOSS Money), and Net2Phone, pushed consolidated gross profit, adjusted EBITDA, adjusted EBITDA margin, and ...
- IDT posted record gross profit, gross profit margin, adjusted EBITDA, adjusted EBITDA margin, and non-GAAP EPS in Q2 FY2026.
- Company raised consolidated adjusted EBITDA guidance for FY2026 from $141–$145 million to $147–$149 million, a roughly $5 million midpoint lift and a 12% increase versus FY2025 actuals.
- The three growth segments NRS, Fintech (BOSS Money), and Net2Phone now account for 53% of consolidated adjusted EBITDA less CapEx, up from 45% a year ago, signaling a meaningful earnings mix rotation.
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AeroVironment Third Quarter Fiscal 2026 Earnings Call - SCAR Termination Forces Commercial Pivot as Backlog and Production Scale Set Up Record Q4
AeroVironment missed near-term revenue expectations in Q3 as government funding delays and a stop-work followed by a termination for convenience on the Space Force SCAR Badger contract pushed revenue ...
- Q3 revenue missed expectations at $408 million, driven largely by government funding timing and a stop-work then termination for convenience on the Space Force SCAR Badger program.
- Management recorded a $151 million non-cash goodwill impairment tied to the Space business after the SCAR contract disruption, reducing the acquired space asset value about 17% from acquisition date.
- Funded backlog grew to $1.1 billion in Q3, with approximately $3.0 billion of unfunded backlog; roughly $1.5 billion of the unfunded portion was SCAR-related and will be adjusted as the termination is resolved.
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The Beachbody Company Q4 2025 Earnings Call - Turnaround Hits Profitability, Pivoting to Nutrition-Led Retail
Beachbody, now calling itself BODi, closed 2025 with the accounting proof that its restructuring worked. Q4 delivered operating income of $8.2 million and net income of $5.2 million, marking the secon...
- Profitability milestone achieved: Q4 2025 operating income was $8.2 million and net income was $5.2 million, the second consecutive profitable quarter and first full-year positive adjusted net income since going public.
- Adjusted EBITDA streak: BODi recorded its ninth consecutive quarter of positive Adjusted EBITDA at $12.9 million, up 48% versus Q4 2024.
- Revenue decline as legacy unwind continues: Q4 revenue was $55.5 million, down 35.7% year-over-year and down 7.3% sequentially, reflecting the exit from the MLM model.
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loanDepot Q4 2025 Earnings Call - Highest Originations Since 2022 and 71% Servicing Recapture
loanDepot closed 2025 by reclaiming scale. Q4 originations hit $8.0 billion, the largest quarterly volume since 2022, driven by higher pull-through weighted lock volume and share gains in its direct a...
- Q4 origination volume was $8.0 billion, the highest since 2022 and up 23% sequentially from $6.5 billion.
- Pull-through weighted lock volume in Q4 was $7.3 billion, within prior guidance of $6.0B–$8.0B.
- Q4 pull-through weighted gain on sale margin came in at 324 basis points, at the high end of guidance but down from 339 bps in Q3 due to product and loan purpose mix shifts.
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Kodiak Q4 2025 Earnings Call - On track for late 2026 long-haul driverless launch with 20 trucks deployed, ARM 84%
Kodiak closed 2025 with measurable momentum: 20 customer-owned driverless trucks in the field (100% quarter-over-quarter growth), an Autonomy Readiness Measure of 84% as of February 2026, and expanded...
- Kodiak finished Q4 2025 with 20 customer-owned driverless trucks, a 100% QoQ increase, and is executing against an initial 100-truck commitment with Atlas.
- Autonomy Readiness Measure (ARM) rose to 84% as of February 2026; management says reaching 100% by its metric equates to launch readiness and can occur essentially in parallel with commercial launch.
- Kodiak remains on track for a late-2026 long-haul, driverless launch, subject to closing its safety case via simulation, track, and real-world testing.
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Domo Fourth Quarter Fiscal 2026 Earnings Call - Consumption-Led AI Platform Drives Record Billings and Profitability
Domo closed FY2026 with a clear, if cautious, victory lap. Q4 billings hit a record $111.2 million, up 8% year over year and above guidance, while full-year billings grew 3% to $318.7 million, the fir...
- Q4 billings reached a record $111.2 million, up 8% year over year and above company guidance, the strongest quarterly billings growth in three years.
- Full fiscal year billings were $318.7 million, a 3% increase versus prior year, marking Domo’s first full-year billings growth since fiscal 2023.
- Gross retention improved to over 88%, the highest level in 12 quarters, signaling stronger customer durability.
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SuRo Capital Q4 2025 Earnings Call - Potential $5 to $6.50 per Share NAV Upside from Early-2026 Financings
SuRo closed 2025 with an NAV of $205.3 million, or $8.09 per share, but management says that several financings finalized or in process since year-end — including the widely reported OpenAI raise — co...
- Management estimates financings completed or being finalized in early 2026 could add $5.00 to $6.50 per share to SuRo’s current NAV, and these are not included in the reported 12/31/2025 NAV.
- OpenAI financing was highlighted as a material, publicly reported transaction that occurred in Q1 2026 and is excluded from 2025 year-end NAV marks.
- Reported NAV at December 31, 2025 was $205.3 million, or $8.09 per share; dividend-adjusted NAV (including 2025 dividends) would be $8.59 per share.
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Nature’s Sunshine Products Fourth Quarter and Full Year 2025 Earnings Call - Digital subscriptions and autoship lift sales to record year, company lays out $1 billion growth ambition
Nature’s Sunshine closed 2025 with its best year ever: Q4 net sales of $123.8 million and full-year revenue of $480.1 million, driven by fast-growing digital channels and subscription autoship adoptio...
- Q4 net sales were $123.8 million, up 5% year-over-year, and represented the company’s strongest fourth quarter on record.
- Full-year 2025 net sales reached $480.1 million, a company high and up 6% versus 2024 (5% ex-FX).
- Adjusted EBITDA for 2025 was $49.4 million, up 22% year-over-year and above the high end of the company’s prior guidance.
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Oracle Corporation Q3 FY2026 Earnings Call - AI infrastructure demand converts into profitable recurring cloud revenue
Oracle reported a blowout Q3, with both organic total revenue and organic non-GAAP EPS up more than 20% in USD, a first in over 15 years. The quarter’s story is clear, AI demand is not theoretical any...
- Q3 was a standout, Oracle reported organic total revenue and organic non-GAAP EPS growth above 20% in USD, the first time in over 15 years.
- AI infrastructure revenue grew 243% year over year, multi-cloud database revenue grew 531% year over year, signaling outsized demand for Oracle’s AI and data services.
- Reported RPO reached $553 billion, management attributes much of the increase to large-scale AI contracts, indicating demand currently exceeds supply.
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Motorsport Games Inc. Q4 & Full Year 2025 Earnings Call - Turnaround: Le Mans Ultimate and Race Control Fuel Profitability
Motorsport Games presented a clear turnaround: revenue growth, sustained profitability, and improving liquidity driven largely by Le Mans Ultimate and the Race Control platform. Management highlighted...
- Q4 2025 revenue was $3.8 million, up 95% year over year, driven primarily by digital sales of Le Mans Ultimate and DLC.
- Full year 2025 revenue totaled $11.3 million, a 30% increase versus 2024, with Le Mans franchise sales up $5.8 million and Race Control contributing $1.2 million.
- Net income was $0.8 million in Q4 2025 versus a $2.9 million loss in the year-earlier quarter; full year 2025 net income was $6.8 million versus a $3.1 million loss in 2024.
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