Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Entravision Communications 4Q 2025 Earnings Call - ATS growth offsets media decline; $26M FCC impairment masks operating profitability
Entravision closed 4Q 2025 with a split personality. Consolidated revenue rose 26% year-over-year to $134.4 million, driven by a breakout performance in its Advertising Technology and Services busines...
- Consolidated revenue grew 26% year-over-year in 4Q 2025 to $134.4 million, and full year 2025 revenue rose 23% to $447.6 million.
- Entravision reported a consolidated operating loss of $20.7 million in 4Q 2025, which included a $26 million non-cash impairment charge related to certain FCC licenses; excluding the impairment management says the quarter would have been profitable.
- Media segment revenue fell 32% in 4Q 2025 to $45.8 million, and full year media revenue declined 20% to $176.7 million, primarily because political advertising present in 2024 did not recur in 2025.
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Pattern Q4 and Full Year 2025 Earnings Call - 124% NRR, Non-Amazon and International Surge Fueling Profitable Scale
Pattern closed 2025 with a clean set of proofs: revenue of $2.5 billion, record net revenue retention of 124%, and meaningful margin expansion as a public company. Growth was broad based, driven by a ...
- Record NRR of 124% for full-year 2025, up from 116% in 2024; management views 115% as an exceptional long-term target.
- Full-year revenue $2.5 billion, up 39% year-over-year; Q4 revenue $723 million, up 40% year-over-year.
- Non-Amazon revenue grew 60% for the year and surged 94% in Q4, with triple-digit Q4 growth on Coupang, TikTok Shop, and Walmart.
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Rumble Inc. Q4 2025 Earnings Call - Rumble Shorts traction plus Tether ad anchor and Northern Data acquisition prime company for aggressive growth
Rumble says 2025 was a build year and 2026 is the inflection. Management pointed to product fixes, the launch of Rumble Wallet, and a violently fast early ramp for Rumble Shorts as evidence that audie...
- Rumble calls 2025 a build year, and says 2026 is a critical inflection point as product fixes, sales hiring, and M&A converge.
- Rumble Shorts launched across web and mobile, and hit over 1 million unique video views in a single day within weeks of launch, management describes early results as "staggering".
- Rumble Wallet launched with Tether, enabling tipping in Bitcoin, USD Tether, and Tether Gold to bypass traditional payment rails and reduce fees for creators.
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Grid Dynamics Q4 2025 Earnings Call - AI platforms shifting revenue mix toward higher‑margin, IP‑led growth
Grid Dynamics closed 2025 with record revenue of $411.8 million, beating Q4 consensus with $106.2 million and $13.7 million in non‑GAAP EBITDA. Management argues the company is moving from labor‑scale...
- Q4 revenue $106.2M, above guidance midpoint; full year 2025 revenue a record $411.8M, +17.5% YoY.
- Q4 non‑GAAP EBITDA $13.7M (12.9% of revenue); FY 2025 non‑GAAP EBITDA $53.8M.
- AI now a material business: Q4 AI revenue grew 9% QoQ, AI was 25% of Q4 revenue, and full‑year AI revenue exceeded $90M (≈30% YoY growth).
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Omada Health Q4 2025 Earnings Call - Reached GAAP Profitability as GLP-1 Momentum and AI Drive Margin Expansion
Omada closed 2025 with a surge: 886,000 members (up 55% YoY), $260 million revenue (up 53% YoY), and its first GAAP profitable quarter in Q4 with $5 million net income. Management credits strong GLP-1...
- Omada reported full-year 2025 revenue of $260 million, up 53% year-over-year, and Q4 revenue of $76 million, up 58% YoY.
- Total members reached 886,000 at year-end, a 55% increase versus 2024, with 314,000 net new members added in 2025.
- Q4 marked Omada’s first GAAP profitable quarter with $5 million in net income; full-year adjusted EBITDA was positive $6 million.
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Profound Medical Q4 2025 Earnings Call - CAPTAIN 6-Month Data Poised to Accelerate TULSA Adoption and Reimbursement
Profound reported Q4 2025 revenue of CAD 6 million, a 43% year-over-year increase, while posting a CAD 8.2 million net loss and ending the year with CAD 59.7 million in cash. Management says the busin...
- Q4 2025 revenue CAD 6.0 million, up 43% year-over-year; recurring revenue CAD 2.3 million, capital equipment CAD 3.7 million.
- Q4 2025 net loss CAD 8.2 million, or CAD 0.27 per share; operating expenses roughly flat at CAD 11.4 million versus CAD 11.3 million prior year.
- Cash balance CAD 59.7 million at December 31, 2025; management expects declining cash burn and a path to cash flow positivity as revenue scales.
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GoPro Q4 and Fiscal 2025 Earnings Call - GP3 Launch Set to Ignite Growth Despite Memory Cost Headwinds
GoPro closed 2025 with material operational repair work done, but the story for 2026 is clearly product-led. The company beatably tightened costs, cut inventory, and swung cash flow from a hole into m...
- Q4 2025 revenue was $202 million, below guidance of $220 million plus or minus $5 million, with sell-through at the midpoint of guidance at 625,000 camera units.
- GoPro generated positive adjusted EBITDA of $1 million in Q4 and improved trailing adjusted EBITDA to negative $29 million for full-year 2025, versus negative $72 million in 2024.
- Management cut operating expenses by $93 million in 2025, bringing annual Opex to $261 million, and expects 2026 Opex of $220 million to $230 million, trending to $200 million to $210 million in 2027.
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Gevo Inc. Q4 2025 Earnings Call - North Dakota acquisition turns cash-flow positive, builds carbon business and pushes ATJ-30 toward 2026 FID
Gevo called 2025 transformational. The Red Trail Energy acquisition, now Gevo North Dakota, moved the company into positive operating cash flow in Q4 and delivered three consecutive quarters of positi...
- Q4 2025 marked a cash-flow inflection, Gevo turned positive on operating cash flows, generating $20 million in the quarter.
- Gevo delivered three consecutive quarters of positive non-GAAP Adjusted EBITDA, with about $8 million in Adjusted EBITDA in Q4 and $16 million for full year 2025.
- Full year 2025 revenue was $161 million, GAAP loss from operations was $20 million, and non-GAAP Adjusted EBITDA was $16 million, a large step up vs prior year.
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Research Frontiers Q4 2025 Earnings Call - Automotive Pipeline Broadens While Gauzy Faces French Restructuring
Research Frontiers says 2025 was a structural year, not a hiccup. Management highlights production continuity through licensee transitions, a broadened automotive pipeline with four high-volume quotat...
- Research Frontiers finished 2025 debt-free, with strengthened working capital and royalties that improved when adjusted for one-time licensee events.
- Company completed an oversubscribed $1.1 million private placement at $1 per share with five-year warrants; participants included long-term investors, family members of a director, and the owner of a licensee; shares carry at least a six-month holding restriction.
- Gauzy’s French subsidiaries entered a court-supervised rehabilitation in mid-November, a process restricted to the French entities and not covering Gauzy’s German SPD film production or Israeli SPD emulsion production.
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CarParts.com Fourth Quarter 2025 Earnings Call - A-Premium partnership and cost reset target free cash flow in 2026
CarParts.com spent 2025 reshaping the business around profitability, not top-line growth. Management closed a $35.7 million strategic investment with A-Premium, ZongTeng Group and CDH, completed a ful...
- Strategic investment: Company closed a $35.7 million strategic investment in September 2025 from A-Premium, ZongTeng Group and CDH Investments.
- A-Premium partnership: Management says the A-Premium mechanical catalog is at a $35 million annual revenue run rate, with a clear path to $50 million in the short term and hopes to exceed $100 million longer term, without CarParts.com carrying the inventory.
- Operating model reset: Company completed a full cost-structure reset in 2025, including rightsizing advertising, headcount reductions, and lowering fixed operating expenses.
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