Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Wallbox Q4 2025 Earnings Call - Margins Improve; Refinancing Nears Completion, Growth Hinges on Sales Rebuild
Wallbox closed 2025 with clear operational progress and persistent top-line strain. Full-year revenue fell to EUR 145.1 million, down 11% year-over-year, while unit deliveries were roughly 144,000. Ma...
- Full-year 2025 revenue: EUR 145.1 million, down 11% year-over-year, with roughly 144,000 units delivered (536 DC units).
- Adjusted EBITDA improved 51% year-over-year to a loss of EUR 29.5 million, showing significant operating leverage progress.
- Gross margin expanded to 38.3% for FY2025, a 410 basis point improvement, driven by bill-of-materials cost reductions and pricing.
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Altisource Portfolio Solutions Q4 2025 Earnings Call - Sales Wins and Hubzu Inventory Surge Should Offset Rithm and Onity Roll-offs
Altisource closed 2025 with revenue gains, modest margin improvement, and a string of sales wins that management says will blunt the impact of Rithm and Onity business roll-offs. Service revenue rose,...
- Full year 2025 service revenue rose 7% to $161.3 million, driven by sales wins across both segments.
- Total company adjusted EBITDA improved 5% to $18.3 million for 2025, while business segment adjusted EBITDA rose 7% to $47.6 million.
- GAAP loss before income taxes improved to $14.1 million in 2025, from a $32.9 million loss in 2024, largely due to lower interest expense after a capital structure change.
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The Real Brokerage Q4 2025 Earnings Call - Platform scale delivers positive cash flow and narrowing losses despite mix headwinds
Real closed 2025 with scale. Q4 revenue rose 44% to $505 million and full-year revenue topped nearly $2.0 billion, driven by a 38% surge in closed transactions in Q4 and a 31% year-over-year increase ...
- Q4 revenue rose 44% year-over-year to $505 million; full-year 2025 revenue was nearly $2.0 billion, up 56% from 2024.
- Closed transactions in Q4 increased 38% to nearly 49,000; full-year transactions exceeded 185,000.
- Agent base grew 31% year-over-year to 31,739 at year-end 2025 and is now over 33,000 agents on the platform.
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GitLab Fourth Quarter Fiscal 2026 Earnings Call - Launches Duo Agent Platform, guides conservatively while investing to reaccelerate growth
GitLab closed FY26 with ARR above $1 billion, revenue of $955 million, and free cash flow of $220 million, but management is shading FY27 guidance while doubling down on five focused growth levers: re...
- GitLab surpassed $1 billion ARR in FY26, with FY26 revenue of $955 million, up 26% year over year.
- FY26 adjusted free cash flow was $220 million, up about 83%, and non GAAP operating margin reached 17% for the year.
- Q4 revenue was $260 million, up 23% year over year, beating guidance by ~3.5 points, aided by ~$3 million of one time FX and Jihu items.
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QuickLogic Corporation Q4 2025 Earnings Call - SRH Test Chips and $13M Government Tranche Set Stage for 2026 Revenue Ramp
QuickLogic closed Q4 fiscal 2025 with $3.7 million in revenue, a sharp QoQ bounce but still down 35% year over year, and finished the quarter with $18.8 million in cash, including a $15 million credit...
- Q4 revenue was $3.7 million, down 35% YoY but up 84% QoQ, split $2.8 million new product and $0.9 million mature product revenue.
- Non-GAAP gross margin was 20.8% in Q4, pressured by $473k inventory reserves and $135k of professional services costs booked to COGS.
- Non-GAAP operating expenses in Q4 were $3.5 million, about $500k above prior outlook due to executive incentive accruals; non-GAAP net loss was $2.9 million, or $0.17 per share.
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ImmunityBio Full Year 2025 Earnings Call - ANKTIVA Commercial Ramp: $113M Revenue and Global Expansion, But Cash Burn and Regulatory Hurdles Persist
ImmunityBio frames 2025 as a turning point, driven by the commercial launch of ANKTIVA. The company reported $113 million in ANKTIVA net product revenue, a 700% year-over-year jump, broad internationa...
- ANKTIVA commercialization accelerated in 2025, generating $113.0 million in net product revenue versus $14.1 million in 2024, a 700% year-over-year increase driven largely by U.S. uptake.
- Unit sales rose approximately 750% year-over-year, and sequential revenue grew 20% from Q3 to Q4 2025, signaling adoption momentum not solely reliant on price.
- ANKTIVA is authorized in 33 countries, including the U.S., U.K., EU (conditional marketing authorization Feb 2026), and Saudi Arabia, where Saudi FDA uniquely approved ANKTIVA in combination with checkpoint inhibitors for metastatic NSCLC.
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Box Q4 FY2026 Earnings Call - Enterprise Advanced and AI agents driving acceleration as Enterprise Advanced reaches 10% of revenue
Box closed FY26 with clear product-led momentum around AI and its new Enterprise Advanced suite. Q4 revenue of $306 million, up 9% year over year, capped a year in which Box delivered $1.18 billion in...
- Enterprise Advanced reached 10% of revenue within a year of launch, signaling quick enterprise uptake of Box’s AI and workflow stack.
- Q4 revenue was $306 million, up 9% year over year, and full-year FY26 revenue rose to $1.18 billion, up 8%.
- Management reports a 30% to 40% average price uplift per seat when customers upgrade from Enterprise Plus to Enterprise Advanced, and expects that uplift to persist.
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CrowdStrike Q4 FY2026 Earnings Call - AI Demand and Falcon Flex Propel Record ARR, Cash Flow, and Profitability
CrowdStrike closed FY26 with a blockbuster quarter, driven by AI-led demand and deepening platform adoption via its Falcon Flex subscription. Q4 set records across net new ARR, ending ARR, operating i...
- Record Q4 net new ARR of $330.7 million, up 47% year-over-year; FY26 net new ARR exceeded $1.01 billion, up 25% year-over-year, first time over $1 billion.
- Ending ARR reached $5.25 billion, up 24% year-over-year, making CrowdStrike the fastest pure-play cyber vendor to cross $5 billion ARR.
- Q4 free cash flow hit a record $376.4 million (29% of revenue); FY26 free cash flow was $1.24 billion (26% of revenue).
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Black Rock Coffee Bar Fourth Quarter 2025 Earnings Call - Same-store sales and margins accelerated, fueling aggressive expansion
Black Rock closed 2025 with clear momentum: 10.1% full-year same-store sales, 25% revenue growth, and a sharp expansion in profitability that left adjusted EBITDA up 36% for the year and 52% in the fo...
- Revenue and profit momentum: 2025 revenue $200.3 million, up 24.5%, adjusted EBITDA $27.5 million, up 36.2%; Q4 revenue $53.6 million, up 25.3%, Q4 adjusted EBITDA up 52.4% year-over-year.
- Same-store sales strength: 2025 full-year same-store sales +10.1%; Q4 same-store sales +9.3%, and two-year comps roughly +18.8%.
- Store economics improved: store-level profit margin expanded to ~29.2% for the year and 29.4% in Q4, a 130 basis point improvement year-over-year for the full year and 230 basis points in Q4.
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Accel Entertainment Fourth Quarter 2025 Earnings Call - Record revenue and EBITDA, Chicago VGT rollout is the next big lever
Accel closed 2025 with all-time highs in revenue and adjusted EBITDA, while keeping a conservative balance sheet and a clear playbook for growth. Q4 revenue rose 7.5% to $341 million and adjusted EBIT...
- Q4 2025 revenue $341 million, up 7.5% year over year, highest Q4 in company history.
- Q4 adjusted EBITDA $56 million, up 19% year over year, showing margin expansion and operating leverage.
- Full year 2025 revenue above $1.3 billion, adjusted EBITDA $210 million, net income $51 million, EPS $0.61 basic, $0.60 diluted.
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