Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Teknova Q4 2025 Earnings Call - Targets Adjusted EBITDA Positive by End of 2027 on a Margin Inflection
Teknova closed 2025 with modest top-line momentum and a clear pivot from cost-cutting to selective growth investment. Revenue was $45.0 million for the year, up 7% versus 2024, with catalog Lab Essent...
- 2025 total revenue $45.0 million, a 7% increase versus 2024; Q4 revenue $10.0 million, up 8% year over year.
- Lab Essentials revenue was $31.0 million in 2025, up 7% year over year; ~75% of Lab Essentials revenue came from catalog products and 25% from custom products.
- Clinical Solutions revenue was $7.7 million in 2025, up 8% year over year; Q4 Clinical Solutions revenue was $2.7 million, up 47% year over year.
- +12 more takeaways
Arlo Technologies Q4 2025 Earnings Call - Services-Led Quarter: ARR $330M, 60% Services and $50M Buyback
Arlo closed 2025 with a breakaway quarter driven by its services pivot. Q4 revenue of $141 million beat guidance, subscription and services revenue hit $89 million and 63% of the quarter, ARR reached ...
- Q4 2025 revenue was $141 million, slightly above the high end of guidance.
- Subscription and services revenue in Q4 came in at $89 million, 63% of total revenue, up 39% year-over-year for the quarter.
- Annual recurring revenue ended 2025 at $330 million, up 28% year-over-year.
- +15 more takeaways
Alignment Healthcare Fourth Quarter 2025 Earnings Call - Reached profitability milestone with $110M adjusted EBITDA in 2025 while growing membership 25%
Alignment Healthcare leaned into growth and margin at the same time in 2025, scaling membership to 236,300 (up ~25% YoY) and converting what had been roughly breakeven in 2024 into $110 million of adj...
- Q4 2025 membership was 236,300, up ~25% year-over-year; full-year 2025 revenue was $3.9 billion, up 46% YoY.
- Q4 2025 revenue was ~$1.0 billion, up 44% YoY; Q4 adjusted gross profit was $125 million and adjusted MBR was 87.7%.
- Full-year 2025 adjusted gross profit was $495 million, MBR 87.5%, a 130 basis point improvement versus 2024.
- +17 more takeaways
Compass, Inc. Q4 2025 Earnings Call - Rocket Redfin pact and aggressive Anywhere synergy plan reshape inventory and margins
Compass closed 2025 with a punch, reporting record Q4 revenue of $1.7 billion and Adjusted EBITDA of $58 million, and a record year of roughly $7 billion in revenue and $293 million in Adjusted EBITDA...
- Record Q4 revenue of $1.7 billion and Adjusted EBITDA of $58.3 million, both above the high end of guidance; Compass also posted record Adjusted EBITDA margin for the quarter.
- Full-year 2025 was a company record: approximately $7 billion in revenue, $293 million in Adjusted EBITDA, and $217 million in operating cash flow, each the highest in Compass history.
- Compass announced a three-year strategic alliance with Rocket/Redfin that Management says will deliver 1.2 million high-intent leads to Compass agents over the term, route unique inventory to Redfin.com, and prioritize Coming Soon listings to Redfin’s ~60 million monthly users.
- +14 more takeaways
Autodesk Q4 FY2026 Earnings Call - Strong execution fuels AI and platform momentum, but go-to-market restructuring clouds near-term billings
Autodesk closed fiscal 2026 with a punch, beating the high end of guidance as billings jumped 33% and revenue rose 19% in Q4. Non-GAAP operating margin expanded to 38% and free cash flow for the quart...
- Q4 results beat guidance: revenue grew 19% year on year in Q4 (constant currency), and billings rose 33% as reported (30% in constant currency).
- New transaction model impact: Q4 contribution roughly $137 million to revenue and $185 million to billings; management says that noise will fade through FY27 (Q1 tailwind ~3.5 ppts, full year ~1.5 ppts).
- Margins and cash: Q4 non-GAAP operating margin expanded to 38% (GAAP 22%); non-GAAP margin up 120 bps YoY. Free cash flow in Q4 was $972 million.
- +11 more takeaways
Willdan Group Q4 2025 Earnings Call - Record FY25: >20% Revenue Growth, Margins Top 20%, Net Cash Position
Willdan closed fiscal 2025 with a record year: consolidated contract revenue rose 21% to $682 million, net revenue climbed 23% to $365 million, adjusted EBITDA jumped 40% to $79.5 million, and adjuste...
- Fiscal 2025 was a record year: contract revenue +21% to $682M, net revenue +23% to $365M.
- Q4 2025 contract revenue rose 21% to $174M, Q4 net revenue grew 13% to $89.5M.
- Adjusted EBITDA for FY25 increased 40% to $79.5M, with adjusted EBITDA margin of 21.8%, above the long-term 20% target.
- +12 more takeaways
Monster Beverage Corporation Fourth Quarter 2025 Earnings Call - Record Q4 Sales $2.13B; Global Share Gains Offset Aluminum Headwinds
Monster closed fiscal Q4 2025 with headline results that demand attention: net sales hit $2.13 billion, the first fiscal Q4 above $2 billion, driving operating income higher and adjusted EPS up 30% ye...
- Net sales reached $2.13 billion in Q4 2025, up 17.6% year over year, the first fiscal Q4 above $2 billion in company history.
- Net sales excluding the alcohol brand segment rose 18.3% in Q4 2025; foreign-currency adjusted net sales increased 16.1% (16.7% ex-alcohol).
- Operating income grew 42.3% to $542.6 million; adjusted operating income rose 16.0% to $617.6 million.
- +15 more takeaways
National CineMedia Q4 2025 Earnings Call - Revenue Growth Outpaces Attendance on Premium Inventory, Programmatic and Self-Serve Gains
National CineMedia closed Q4 with momentum in advertiser demand, selling more premium impressions and leaning into programmatic and self-serve channels to lift revenue ahead of attendance. Q4 revenue ...
- Total Q4 2025 revenue was $93.2 million, up about 8% year-over-year and within guidance.
- Adjusted OIBDA for Q4 was $37.2 million, a 6% increase versus prior year and above guidance.
- Reported Q4 attendance across NCM’s network was 107 million, up roughly 7% year-over-year; normalized for the extra 53rd week attendance would be ~92 million, down about 9% versus prior year.
- +17 more takeaways
Personalis Q4 2025 Earnings Call - Medicare coverage validates MRD strategy, company pivots to aggressive clinical scale-up
Personalis closed 2025 having validated its MRD bet: two MolDX Medicare coverages (breast and lung), a rapidly growing clinical business and a plan to scale. Q4 clinical momentum was undeniable—6,183 ...
- Personalis claims 6,183 clinical tests in Q4 2025, a 41% sequential increase and 329% year-over-year growth; full year clinical tests exceeded 16,000 (394% YoY growth).
- Q4 revenue was $17.3 million; full year 2025 revenue was $69.6 million. Company guidance for 2026 revenue is $78–80 million.
- Company received two MolDX Medicare coverage decisions in Q4/early 2026 for breast cancer and lung cancer surveillance, with favorable pricing. Management says reimbursement confers legitimacy and accelerates physician adoption.
- +13 more takeaways
Elastic Q3 FY2026 Earnings Call - AI-driven context platform pushes CRPO over $1B and accelerates sales-led subscription growth
Elastic reported a strong Q3 FY2026, beating the high end of guidance and leaning on AI and hybrid data capabilities to drive enterprise commitments. Total revenue was $450 million, sales-led subscrip...
- Total revenue of $450 million in Q3, up 18% year over year, 16% on a constant currency basis.
- Sales-led subscription revenue accelerated to $376 million, up 21% year over year, 19% constant currency.
- Current remaining performance obligations, CRPO, crossed $1.06 billion, growing 19% reported and 15% constant currency.
- +12 more takeaways