Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Dutch Bros Q1 2026 Earnings Call - Record Transactions and Raised Guidance Fuel Expansion
Dutch Bros delivered a quarter of relentless momentum. Q1 revenue surged 31% while adjusted EBITDA climbed 26%, driven by seven straight quarters of transaction growth and a new food rollout that is a...
- Q1 revenue grew 31% year-over-year to $464 million, while adjusted EBITDA rose 26% to $79 million.
- Full-year guidance was raised, with total revenue now projected at $2.05 billion to $2.08 billion, representing 25% to 27% growth.
- System same-shop sales growth came in at 8.3%, driven by a 5.1% increase in transactions, marking seven consecutive quarters of transaction growth.
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PTC Q2 2026 Earnings Call - AI Modernization Drives Displacement Wins and Deferred ARR Buildup
PTC delivered a strong second quarter as its post-divestiture focus on intelligent product lifecycle software translated into tangible momentum. Constant currency ARR grew 8.5%, hitting the high end o...
- Constant currency ARR excluding Kepware and ThingWorx grew 8.5% year-over-year, hitting the high end of PTC’s guidance range.
- Free cash flow surged 14% year-over-year, outpacing management’s guidance and reflecting strong cash conversion discipline.
- PTC completed the divestiture of Kepware and ThingWorx, allowing the company to report as a more focused intelligent product lifecycle software provider.
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Axon Enterprise Q1 2026 Earnings Call - AI and Dedrone Bookings Surge as Axon Closes $40M Enterprise Win
Axon delivered a record Q1 2026 with revenue of $807 million, up 34% year-over-year, marking its ninth consecutive quarter of growth above 30%. The growth was broad-based, driven by record bookings ac...
- Revenue of $807 million grew 34% year-over-year, extending Axon's streak of nine consecutive quarters with growth above 30%.
- AI bookings surged 140% year-over-year, and AI product revenue jumped over 700%, as large domestic agencies now treat AI as a core capability.
- Dedrone bookings skyrocketed 500% year-over-year, with revenue up over 300%, driven by counter-drone demand at major events and infrastructure protection.
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Agilon Health Q1 2026 Earnings Call - Raised Full-Year Outlook on Improved Data Visibility and Clinical Execution
Agilon Health delivered a strong first quarter, beating guidance on revenue, medical margin, and Adjusted EBITDA, driven by better-than-expected risk adjustment scores and a new full-risk contract. Th...
- Agilon Health raised its full-year 2026 revenue guidance to approximately $5.7 billion and Adjusted EBITDA to approximately $25 million, citing stronger-than-expected first-quarter performance and improved data visibility.
- First-quarter revenue reached $1.42 billion, and medical margin hit $149 million, beating the high end of guidance due to higher risk scores and a new full-risk contract in an existing market.
- The company’s enhanced data pipeline now provides member-level risk scores for approximately 85% of its membership, enabling more accurate forecasting and contributing to a revised full-year risk score increase estimate of 1.5%.
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ACADIA Pharmaceuticals Q1 2026 Earnings Call - Strong Commercial Momentum Meets High-Stakes Pipeline Catalysts
ACADIA Pharmaceuticals delivered a solid start to 2026, with total revenue of $268 million, up 11% year-over-year. DAYBUE surged 20% to $101 million, driven by robust referral volumes and the successf...
- Total revenue reached $268 million in Q1 2026, representing an 11% year-over-year increase on an adjusted basis, signaling steady commercial momentum.
- DAYBUE sales jumped 20% to $101 million, the highest growth rate since Q3 2024, fueled by strong referral volumes and the initial uptake of the new STIX formulation.
- NUPLAZID sales grew 6% to $167 million on an adjusted basis, with temporary refill delays in January and February now normalized, while referral volumes surged 11% year-over-year.
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Symbotic Q2 FY2026 Earnings Call - $676M Revenue Beat, $2B Cash Balance, and Expanding Margins Signal Execution Momentum
Symbotic delivered a strong second quarter of fiscal 2026, with revenue of $676 million surpassing the high end of guidance and adjusted EBITDA of $78 million more than doubling year-over-year. The co...
- Revenue of $676 million exceeded the high end of the guidance range, driven by a 24% year-over-year increase in system revenue to $634 million.
- Adjusted EBITDA reached $78 million, more than doubling the $35 million reported in the same quarter last year, reflecting strong operating leverage.
- GAAP net income of $9 million marks continued profitability, while the balance sheet remains pristine with $2 billion in cash and no debt.
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Fox Corporation {Q3} {FY2026} Earnings Call - Record EBITDA Driven by Fox News Pricing Power and Tubi Profitability
Fox Corporation delivered a record fiscal third quarter, reporting $4 billion in revenue and 11% adjusted EBITDA growth to $954 million. While headline advertising revenue declined 24% due to the abse...
- Fox Corporation reported record fiscal Q3 revenue of $4 billion and adjusted EBITDA of $954 million, up 11% year-over-year.
- Headline advertising revenue fell 24% due to the absence of the Super Bowl, but underlying core advertising trends grew double digits.
- Fox News achieved its highest third-quarter advertising revenue ever, with national pricing and CPMs up over 45% year-over-year.
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"Sally Beauty Holdings" Q2 FY2026 Earnings Call - Color Category Surges as Management Tightens Sales Guidance
Sally Beauty Holdings delivered a solid Q2 FY2026, with total sales rising 2.3% to $903 million and comparable sales growth of 1.3%. The standout performer was the color category, which surged 11% seg...
- Total sales reached $903 million, up 2.3% year-over-year, with consolidated comparable sales growth of 1.3%.
- The color category was the clear growth engine, surging 11% in the Sally segment and 3% in the BSG segment.
- Adjusted operating income came in at $73 million, and adjusted diluted EPS was $0.44, beating management's guidance.
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Phoenix New Media Q1 2026 Earnings Call - Paid Services Surge Narrows Losses Amid Content Push
Phoenix New Media delivered a mixed but improving first quarter, driven by a sharp rise in paid services revenue that offset softness in traditional advertising. Total revenue climbed 21.6% year-over-...
- Total revenue grew 21.6% year-over-year to CNY 108.8 million, driven by a 83% surge in paid services revenue to CNY 63.5 million.
- Net loss attributable to shareholders narrowed to CNY 16.8 million from CNY 29.7 million in Q1 2025, reflecting improved cost discipline.
- Gross margin expanded significantly to 53.5% from 40.4% in the prior year period, fueled by lower cost of revenues and a favorable revenue mix.
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AudioEye Q1 2026 Earnings Call - Record Revenue Streak Meets AI-Driven Accessibility Crisis
AudioEye reported its 41st consecutive quarter of record revenue, with Q1 2026 revenue rising 8% year-over-year to $10.6 million. The company is navigating a shifting market landscape where AI-assiste...
- 1. AudioEye posted its 41st consecutive quarter of record revenue, with Q1 2026 revenue reaching $10.6 million, an 8% year-over-year increase.
- 2. Annual recurring revenue (ARR) grew 12% sequentially to $41.2 million as of March 31, 2026, with 11% year-over-year growth.
- 3. The company reported an adjusted EBITDA margin of 22% in Q1 2026, up from 20% in the prior year period, with full-year 2026 adjusted EBITDA guidance of at least $12 million.
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