Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Marchex Q4 2025 Earnings Call - Platform Migration Complete, Betting on AI Bundles and Archenia to Re-accelerate Revenue
Marchex closed out 2025 having completed a multi-quarter migration of roughly 1,000 customers to its new Engage platform, a move that caused near-term revenue dilution but, management says, unlocks AI...
- Q4 2025 revenue was $10.8 million, down from $11.5 million in Q3 2025, with management attributing the decline primarily to migration-related revenue dilution from platform moves.
- Marchex completed the primary phase of its technology platform migration by year-end, moving about 1,000 customers to the new Engage platform, which management says enables faster AI product development and rollout.
- Management frames AI as the core growth engine, aiming to sell bundled solutions that link insights, automated actions, and verifiable outcomes across key verticals like auto services and home services.
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Celcuity Inc. Fourth Quarter and Full Year 2025 Earnings Call - NDA accepted, VIKTORIA-1 wild-type results position gedatolisib for approval and commercial launch
Celcuity closed 2025 with an NDA accepted under the FDA Real-Time Oncology Review program and a PDUFA date of July 17, 2026, riding on striking phase III VIKTORIA-1 results in the PIK3CA wild-type coh...
- FDA accepted Celcuity's NDA for gedatolisib under the Real-Time Oncology Review program, PDUFA date July 17, 2026.
- VIKTORIA-1 PIK3CA wild-type cohort reported median PFS 9.3 months with gedatolisib triplet versus 2.0 months for fulvestrant, hazard ratio 0.24.
- Gedatolisib triplet showed a 17.5 month median duration of response and a 31% incremental increase in objective response rate versus control.
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Modiv Industrial Q4 2025 Earnings Call - Recycling the Portfolio, Targeting a Pure-Play Manufacturing REIT in 24 Months
Modiv reported a steady quarter on headline metrics, with rental income down modestly to $11.0 million and AFFO roughly flat at $4.0 million, but AFFO per share fell to $0.32 as share dilution acceler...
- Q4 rental income was $11.0 million, down from $11.7 million year-over-year, largely due to lease expirations including Costco (Issaquah) and Solar Turbines (San Diego).
- Adjusted funds from operations, AFFO, was $4.0 million in Q4 2025 versus $4.1 million a year earlier; AFFO per share fell to $0.32 from $0.37 due primarily to a 1.7 million increase in diluted shares outstanding.
- Share count increased from operating partnership unit issuances, ATM activity, and the DRIP, which materially pressured AFFO per share despite stable aggregate cash flow.
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Karman Space & Defense Q4 FY2025 Earnings Call - Raises 2026 Guide as Backlog Tops $1B, Doubles Down on Capacity and M&A
Karman closed FY2025 with record revenue and profitability, then pushed the accelerator. Q4 revenue hit $134 million (FY $472 million), gross margin was 40%, adjusted EBITDA reached $145 million for t...
- Company reported record Q4 revenue of $134 million and full-year revenue of $472 million, with full-year gross profit $190 million (40% margin) and adjusted EBITDA $145 million.
- Management raised FY2026 guidance to $715M–$730M revenue and $207M–$218M adjusted EBITDA, implying ~53% revenue growth year‑over‑year and ~46% adjusted EBITDA growth.
- Backlog exited FY2025 at $801 million and expanded to more than $1 billion by March 20, 2026, providing approximately 80% visibility to the midpoint of 2026 guidance.
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Dolphin Entertainment Inc. Q4 2025 Earnings Call - Organic Q4 Revenue +27% and Adjusted EBITDA Tripled, Signaling Profitability Inflection
Dolphin reported a clean, organic acceleration in Q4 2025 that reads like a business finally turning operational muscle into cash. Full year revenue rose 10% to $56.7 million, Q4 revenue jumped 27% ye...
- Full year 2025 revenue $56.7 million, up 10% from $51.7 million in 2024.
- Q4 2025 revenue $15.6 million, up 27% year-over-year, and management says the growth was entirely organic.
- Adjusted EBITDA for full year 2025 was $2.9 million versus $0.9 million in 2024, a greater than 200% increase.
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Noodles & Company Fourth Quarter 2025 Earnings Call - Sales Momentum and Restaurant Closures Lift Margins and EBITDA
Noodles & Company closed 2025 having rebuilt core operations, lifted food quality, and leaned into a value-focused menu strategy that produced tangible sales and margin improvement. System-wide compar...
- System-wide comparable sales grew 6.6% in Q4 2025, with company-owned comps up 7.3% and franchise comps up 3.8%.
- Sales acceleration continued into 2026, with system-wide comparable sales over 9% and traffic up over 4% year-to-date in Q1 2026.
- Restaurant contribution margin expanded to 14.1% in Q4 2025, up 290 basis points year-over-year.
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GCT Semiconductor Holding, Inc. Q4 2025 Earnings Call - Early 5G Commercialization with Validation from Gogo and a Major Satellite Licensing Deal
GCT says 2025 was the year it moved from lab to live. The company shipped more than 1,900 5G chipsets in Q4, supported a live Gogo air-to-ground 5G network using its silicon, and signed a licensing ag...
- GCT began commercial 5G shipments in Q4 2025, delivering over 1,900 chipsets for initial deployments and customer testing programs.
- Gogo launched a live broadband 5G air-to-ground service powered by GCT’s chipset, the first network operator deployment validating the platform in a demanding environment.
- GCT signed a licensing agreement with a major satellite communications provider to integrate GCT 4G/5G chipsets into user equipment, with shipments expected as early as H2 2026.
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Precigen Q4 2025 Earnings Call - Papzimeos Launch Momentum Signals Rapid Revenue Ramp to >$18M in Q1
Precigen says the company has moved from R&D to a commercial biotech with the first-ever approved therapy for adult recurrent respiratory papillomatosis, PAPZIMEOS. After first shipments in November, ...
- PAPZIMEOS received full FDA approval in August 2025 and commercial shipments began in November 2025, producing $3.4 million in product revenue in Q4 2025.
- Management expects PAPZIMEOS product revenue to exceed $18 million in Q1 2026, and that figure excludes any non-product collaboration or service revenue.
- Precigen says it has completed a strategic transition from R&D-stage company to a revenue-generating commercial biotech driven by the PAPZIMEOS launch.
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LogicMark Q4 2025 Earnings Call - Product-led revenue lift validates platform pivot and IP strategy
LogicMark closed 2025 with tangible commercial traction as product upgrades and new device mix drove double-digit revenue growth and healthier margins. Q4 revenue rose 36% to $3.1 million, full-year r...
- Q4 2025 revenue $3.1 million, up 36% year over year; full-year 2025 revenue $11.4 million, up 15% versus 2024.
- Gross margin improved to 69.8% in Q4 from 66.3% a year ago; full-year gross margin remained strong at 66.8%.
- Q4 gross profit rose 43% to $2.1 million; full-year gross profit was $7.6 million, up 15% year over year.
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CytoSorbents Corporation Q4 & Full Year 2025 Earnings Call - FDA path narrowing as company targets cash-flow breakeven in H2 2026
CytoSorbents closed 2025 with modest top-line progress, strong gross margins, and an explicit path to cash flow breakeven in the second half of 2026. Core revenue rose 4% to $37.1 million, driven by i...
- Full year 2025 revenue was $37.1 million, up 4% year over year and flat on a constant currency basis.
- Core growth was led by international direct sales outside Germany, up 13% to $8.6 million, and distributor sales, up 11.4% to $16.5 million, which together represent about 68% of revenue.
- Germany sales fell 10% to $11.8 million, a near-term hit management attributes to a proactive commercial restructuring.
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