Earnings Call Transcripts
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All Earnings Calls
Zedge Q2 2026 Earnings Call - Strong Monetization Drives Record Revenue; DataSeeds Early, Emojipedia Impaired
Zedge reported a beat on monetization in Q2, posting $8.3 million in revenue, driven by advertising optimization, record subscription growth and a big lift in average revenue per monthly active user. ...
- Total revenue $8.3 million, up 18.3% year over year in Q2, Zedge’s seasonally strongest quarter.
- Zedge Marketplace revenue grew over 21% year over year, fueled by advertising optimization and subscription growth.
- Advertising revenue up 18.3% for the quarter, though Emojipedia was a significant drag on ad revenue.
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Eastman Kodak Company Q4 & FY 2025 Earnings Call - Pension Reversion Turns Kodak Cash-Positive and Cuts Interest Burden
Kodak closed 2025 with a structural reset, not just a quarter of better numbers. The company completed a pension reversion that generated roughly $1.023 billion of proceeds, netting about $870 million...
- Pension reversion completed in Nov 2025 generated about $1.023 billion in proceeds, netting approximately $870 million after a $153 million excise tax.
- Kodak used $312 million of reversion cash to reduce term loan principal, bringing the term loan to approximately $200 million and satisfying accrued interest and prepayment premiums.
- Company ended 2025 with $337 million in unrestricted cash and is net positive relative to term loan and Series B preferred equity obligations.
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El Pollo Loco Q4 2025 Earnings Call - Turnaround momentum validates growth: menu-driven traffic, margin lift and multi-year growth guide
El Pollo Loco closed 2025 with tangible momentum: Q4 sales beat, menu hits that converted into permanent items, improving restaurant-level margins, and a clear plan to accelerate unit growth in 2026. ...
- Total revenue in Q4 2025 was $123.5 million, up from $114.3 million a year earlier, with company-operated restaurant revenue of $102.4 million, a 7.1% increase versus Q4 2024.
- Q4 included 14 weeks in 2025 versus 13 in 2024, contributing roughly $5.3 million of company-operated sales and approximately $770,000 to adjusted EBITDA; management adjusted comparisons accordingly.
- Company-operated comparable restaurant sales were positive in Q4, up 0.4% (average check +2.7%, transactions -2.3%); full-year 2025 system-wide comps were +0.1% (check +0.7%, transactions -0.6%).
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BuzzFeed, Inc. Q4 2025 Earnings Call - Argues Assets Are Worth More Than Market Cap, Eyes Strategic Options
BuzzFeed leaned hard into a valuation narrative, arguing that its portfolio of brands, studios and new AI-driven products is worth far more than the company’s market capitalization. Management pointed...
- CEO Jonah Peretti says BuzzFeed is materially undervalued, and the sum of its parts should be worth more than its market cap.
- Company generated close to $200 million in proceeds from selling Complex and First We Feast, a focal point for the valuation argument.
- Full year 2025 revenue was $185.3 million, down 2% versus 2024.
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Limoneira Company Q1 FY2026 Earnings Call - Sunkist switch reshapes seasonality, unlocking $10M SG&A savings and a broad asset monetization plan
Limoneira delivered a transition quarter as it shifted lemon sales and marketing to Sunkist, absorbing $2.5 million of one-time costs while resetting its seasonal cadence. First quarter revenue collap...
- Company shifted lemon sales and marketing to Sunkist, changing seasonal cadence so Q1 and Q2 are softer, Q3 and Q4 are stronger going forward.
- Total net revenue for Q1 FY2026 was $18.2 million, down from $34.3 million in Q1 FY2025, driven by the Sunkist transition and exit of brokerage and farm management businesses.
- Agribusiness revenue was $16.8 million versus $32.9 million year-over-year; fresh packed lemon sales were $11.9 million on ~681,000 cartons at an average $17.41 per carton (prior year 1,147,000 cartons at $18.44).
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Champions Oncology Q3 FY2026 Earnings Call - Record services revenue, positive adjusted EBITDA, early data momentum
Champions delivered a mixed quarter that reads like progress with caveats. Total revenue was $16.6 million, down 3% year over year because a prior-year large data license did not repeat, but core stud...
- Total revenue $16.6 million, down ~3% year over year, driven by absence of a prior-year large data license.
- Core study/services revenue set a record at $16.6 million, roughly 32% higher than the year-ago study run rate of $12.6 million.
- Adjusted EBITDA was positive for the third consecutive quarter at $575,000; GAAP loss from operations was approximately $275,000.
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McEwen Mining Q4 2025 Earnings Call - Los Azules de-risked by RIGI and feasibility, McEwen Copper IPO targeted
McEwen closed 2025 with a clear pivot from survival to scaling. Strong metal prices and operational improvements produced a full-year profit and bolstered cash, while the company de-risked its crown j...
- Profitability turned meaningfully in 2025: Q4 net income $38.1m, $0.70 per share, full-year net income $34.4m, versus a $43.7m loss in 2024.
- Gross profit rose to $17.4m in Q4 from $7.8m the prior quarter, and $47.6m for the year, up from $30.9m in 2024.
- Balance sheet improved, cash of $51m at year end versus $14m a year earlier; received an $8.8m dividend from San José in February.
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Aemetis Fourth Quarter and Full Year 2025 Earnings Call - Dairy RNG turns profitable, MVR promises $32M annual boost
Aemetis closed 2025 with clear inflection points rather than fairy tales. The dairy renewable natural gas business moved to positive segment net income and EBITDA in Q4, production jumped 61% year ove...
- Q4 2025 revenue plus tax credits were $53.7 million, up from $47.0 million in Q4 2024.
- Q4 gross profit improved to $7.7 million versus a gross loss of $2.0 million a year earlier; operating loss narrowed to $2.5 million from $13.5 million.
- Q4 net loss improved to $5.3 million compared to $16.2 million in Q4 2024; full-year 2025 net loss was $77.0 million versus $87.5 million in 2024.
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Saga Communications Q4 and Year-End 2025 Earnings Call - Large $20.4M Goodwill Impairment Masks Accelerating Digital Transition
Saga reported a down quarter and year largely driven by a collapse in political advertising and an industry-wide music licensing settlement, but management pushed hard on a pivot to digital products. ...
- Net revenue fell to $26.5 million in Q4 2025, down 9.3% from $29.2 million a year earlier; full-year revenue was $107.1 million, down 5.1% from $112.9 million in 2024.
- Political revenue plunged, a principal driver of the decline: Q4 gross political revenue was $254,000 versus $2.0 million last year; full-year political revenue was $650,000 versus $3.3 million in 2024.
- The company recorded a $20.4 million non-cash impairment in Q4 2025, including $19.2 million that eliminated all remaining goodwill and $1.2 million for an FCC license write-down.
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CSN Q4 2025 Earnings Call - One-time leverage spike, BRL 18bn asset-sale plan to fix capital structure
CSN closed 2025 with operational records in mining and logistics, double-digit EBITDA growth for the year and clear margin gains in cement, energy and logistics, but a one-off jump in leverage forced ...
- Group EBITDA and margins improved, annual adjusted EBITDA reached BRL 11.8 billion, up 15% year on year, with Q4 adjusted EBITDA and margin near the company highs for the year.
- Mining delivered record annual volumes, surpassing 45 million tons for the first time, driven by logistics efficiency and strong port shipments, and mining adjusted EBITDA margin was about 41% for the year.
- Logistics set an all-time EBITDA high for 2025, aided by control of the full chain including MRS and Grupo Tora, with an EBITDA margin around the mid 40s percent.
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