Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
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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STAAR Surgical Company Fourth Quarter 2025 Earnings Call - Inventory Reset and Swiss-Made EVO+ Position STAAR for 2026 Profitability
STAAR closed a turbulent 2025 with stabilized distributor inventories in China, a sharper cost base, and early commercial production from its Nidau, Switzerland facility aimed at EVO+ demand. Q4 net s...
- Interim leadership in place: Warren Foust and Deborah Andrews appointed Co-CEOs (interim) effective February 1, with Egon Zehnder engaged to search for a permanent CEO.
- Q4 top-line: total net sales $57.8M vs $49.0M a year ago; China net sales $17.5M (Q4 2024: $7.8M).
- Distributor inventory reset in China was deliberate: STAAR paused shipments to normalize channel inventory after elevated levels in 2024, including consumption of a $27.5M December 2024 China shipment during FY2025.
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Ascent Industries Co. Q4 2025 Earnings Call - Structural shift to specialty chemicals drives ~1,000 bps gross margin expansion and $10M+ commercial win
Ascent closed 2025 as a leaner, debt-free specialty chemicals company after exiting legacy tubular assets and the Monell site, and it points to durable margin gains rather than cyclical luck. On a ful...
- Company repositioned into a pure-play specialty chemical platform, permanently exiting legacy tubular assets and the Monell facility.
- Full-year gross margin expanded nearly 1,000 basis points year-over-year, with gross profit up 61% for 2025.
- Adjusted EBITDA improved by about $4.1 million year-over-year for the full year, despite roughly 7% lower revenue versus prior year.
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Cricut Q4 2025 Earnings Call - Profit Up, Revenue Flat as Cricut Bets Big on Bundles and AI
Cricut closed 2025 profitable and cash-generative, but topline momentum is missing. Full-year revenue slipped less than 1% to $708.8 million and Q4 sales fell 3% to $203.6 million, even as net income ...
- Revenue stalled, profits did not. Full-year revenue was $708.8 million, down under 1% year-over-year, while net income rose 22% to $76.7 million.
- Q4 soft patch. Q4 revenue was $203.6 million, down 3% year-over-year, with Q4 net income of $7.8 million, or $0.04 per diluted share.
- Platform is the engine. Platform revenue grew 5% for the year, paid subscribers rose to 3.09 million (up 132,000, +4%), and ARPU increased 5% to $55.77.
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Latham Group, Inc. Q4 and Full Year 2025 Earnings Call - Fiberglass adoption drives outperformance and margin expansion
Latham closed 2025 by outpacing a weak U.S. in-ground pool market, driven by accelerating Fiberglass adoption, auto cover momentum, and margin gains from lean manufacturing and value engineering. Mana...
- Q4 2025 net sales were $100 million, up 15% year-over-year, with organic growth of 14% for the quarter.
- Full-year 2025 net sales were $546 million, up 7% versus $509 million in 2024, achieved while U.S. in-ground pool starts were estimated down low- to mid-single digits.
- Fiberglass pools now represent 76.5% of Latham’s in-ground pool sales in 2025, and Latham’s Fiberglass sales grew approximately 2.5% year-over-year.
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