Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Cellectis Q4 & FY 2025 Earnings Call - Lasme-cel posts 100% ORR in target Phase 2 population, pivotal launched
Cellectis framed 2025 as a year of survival turned momentum. The company touted lasme-cel, its allogeneic CD22 CAR-T, which showed a 100% overall response rate in the target Phase 2 population (9 pati...
- Lasme-cel (CD22 allogeneic CAR-T) achieved 100% ORR in the target Phase 2 population, converting all 9 patients to transplant eligibility, with 7 of 9 receiving stem cell transplant by data cut-off.
- At the recommended Phase 2 dose, lasme-cel showed an 83% ORR and a CR/CRi rate of 42% across Phase 1; among CR/CRi patients, 80% achieved MRD negative status.
- Pivotal Phase 2 BALLI-02 for lasme-cel has been initiated, with the first interim analysis of 40 patients expected in Q4 2026, using an 8-week composite read to select alemtuzumab dose.
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BitFuFu Inc. Full Year 2025 Earnings Call - Cloud mining drives revenue while treasury stacking and liquidity stay prioritized
BitFuFu leaned into its hybrid cloud and self-mining platform in 2025 and emerged with revenue growth, a larger cloud-mining mix, and a deliberate emphasis on liquidity amid a volatile Bitcoin cycle. ...
- Total revenue for full year 2025 was about $475.6–475.8 million, up modestly from 2024.
- Cloud mining was the engine, generating $350.6 million, up 29.3% year-over-year and representing ~74% of revenue.
- Self-mining revenue collapsed to $63.1 million from $157.5 million in 2024, reflecting weaker hash price and higher network difficulty.
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FedEx Corporation Q3 FY2026 Earnings Call - FEC strength and Network 2.0 offset Freight weakness, company raises FY26 adjusted EPS
FedEx posted a stronger-than-expected Q3, driven by a resurgent FedEx Express and ground package business, disciplined pricing, and early Network 2.0 wins that made this the company’s most profitable ...
- Consolidated revenue rose 8% year-over-year, with adjusted operating income up 7% and adjusted EPS up 16% in Q3.
- FedEx Express and ground (FEC) led the quarter, with FEC revenue up 10% and adjusted operating margin expanding by 50 basis points, driving an 18% increase in FEC adjusted operating income.
- Management raised FY2026 adjusted EPS to $19.30 to $20.10 from the prior $17.80 to $19.00 range, citing stronger FEC performance and transformation progress.
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Firefly Aerospace Q4 2025 Earnings Call - Record Revenue, SciTec Buy, and Alpha Block II Set Stage for Aggressive 2026 Growth
Firefly closed a transformational 2025: record revenue of $159.9 million, a successful IPO, and the strategic acquisition of SciTec that immediately broadened the company into operational defense soft...
- Firefly reported record 2025 revenue of $159.9 million, a 163% year-over-year increase, and Q4 revenue of $57.7 million, the company’s highest quarter to date.
- Management framed 2025 as transformational: a successful IPO, the first commercial moon landing with Blue Ghost Mission 1, and the close of the SciTec acquisition.
- SciTec acquisition closed in Q4, paid $277.4 million net of cash acquired, immediately adding government software contracts and operational capabilities, notably the FORGE missile warning system.
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Sky Harbour Group Corporation FY 2025 Earnings Call - Operating cashflow and Adjusted EBITDA hit breakeven as development and funding accelerate
Sky Harbour closed 2025 with clear progress and visible tradeoffs. Revenues jumped to $27.5 million, assets under construction and completed topped $328 million, and for the first time the company rep...
- Revenue grew 87% YoY to a record $27.5 million in 2025, helped by the December 2024 Camarillo acquisition and ramping new campuses.
- Consolidated assets under construction and completed exceeded $328 million, and management has broken ground in Salt Lake City with planned starts at Poughkeepsie, Orlando Executive, Trenton and Dallas later in the year.
- For the first time Sky Harbour reported positive consolidated cash flow from operations, largely driven by a $5.9 million upfront rent payment from a lease extension that added a 12-year tenant commitment.
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Planet Labs PBC Q4 FY2026 Earnings Call - Record Revenue, Backlog Near $900M, Sovereign Demand and AI Drive the Story
Planet closed FY2026 with a clear inflection. The company delivered record revenue of $307.7 million, 26% year‑over‑year growth, its first full year of adjusted EBITDA profitability at $15.5 million, ...
- Record FY2026 revenue of $307.7 million, up about 26% year over year; Q4 revenue was $86.8 million, up about 41% year over year.
- First full fiscal year of non‑GAAP adjusted EBITDA profitability at $15.5 million; Q4 adjusted EBITDA was $2.3 million, marking five consecutive profitable quarters.
- Positive free cash flow for the year of $52.9 million and net cash from operations of $134.4 million.
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Eton Pharmaceuticals Fourth Quarter 2025 Earnings Call - DESMODA launch widens market and fuels aggressive $200M by-2027 growth target
Eton closed 2025 with a fast-moving playbook: three relaunches plus a new FDA-approved liquid desmopressin, an opportunistic M&A add, and materially higher margins. Q4 product sales hit $21.3 million,...
- Q4 2025 product revenue was $21.3 million, up 83% year-over-year, driven by Alkindi plus contributions from Increlex, Galzin, and KHINDIVI.
- Eton says 2025 revenue more than doubled versus 2024, and management expects 2026 revenue to exceed $110 million with adjusted EBITDA margin of at least 30%.
- DESMODA, an FDA-approved oral liquid desmopressin for central diabetes insipidus, received approval end of February, launched within two weeks, and carries a clean label with no age restriction.
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GrowGeneration Q4 and Full Year 2025 Earnings Call - Private Label Push, Cost Cuts Put Break-Even Adjusted EBITDA in Reach for 2026
GrowGeneration spent 2025 reshaping itself from a store-heavy retailer into a lean, brand-led B2B supplier. The company closed stores, cut roughly $27 million of operating costs, and pushed proprietar...
- Full year 2025 net sales were $161.7 million, down from $188.9 million in 2024, primarily because of store consolidations.
- Q4 2025 net sales were $37.8 million, up $0.4 million year-over-year despite operating with eight fewer retail locations, signaling stabilization of core revenue.
- Gross margin expanded 370 basis points to 26.8% for full year 2025, and Q4 gross margin rose to 24.1% from 16.4% a year earlier, driven mainly by higher proprietary brand penetration and fewer restructuring charges.
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Intellicheck Q4 2025 Earnings Call - Annual GAAP Profitability and EBITDA Positive as AWS Migration Boosts Margins
Intellicheck closed 2025 with a clean, profitable finish, reporting Q4 revenue of $6.635 million and full-year revenue of $22.67 million, up 12% and 13% respectively. Management emphasized the move to...
- Q4 2025 revenue was $6.635 million, full-year revenue reached a record $22.67 million, up 12% and 13% year-over-year respectively.
- Intellicheck reported full-year GAAP net income of $1.273 million, reversing a $918,000 loss in 2024.
- Adjusted EBITDA was $1.877 million in Q4 and $2.566 million for 2025, roughly five times 2024's annual adjusted EBITDA.
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electroCore Q4 and Full Year 2025 Earnings Call - CEO Retirement; Record Revenue Led by VA, Profitability Still Distant
electroCore closed 2025 with its highest quarterly revenue ever, driven by expanded adoption in the VA system and a fast-growing Truvaga wellness channel. Management announced a planned CEO retirement...
- CEO Dan Goldberger will retire effective April 1, 2026, with CFO Joshua Lev named interim president while remaining CFO.
- Board hired Michael Fox as Chief Operating Officer, joining in April; Fox brings decades of federal channel experience intended to accelerate VA and other federal sales.
- Q4 2025 revenue hit a record $9.2 million, up 31% year-over-year; full year 2025 revenue was $32.0 million, up 27% versus 2024.
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