Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Lifeward Q3 2025 Earnings Call - Building Foundations with Record Medicare Sales and Operational Efficiency
Lifeward reported modest revenue growth in Q3 2025, driven by a surge in Medicare sales of their ReWalk exoskeleton, hitting a consecutive record since the CMS fee schedule update in April 2024. CEO M...
- Lifeward posted $6.2 million revenue in Q3 2025, up 1.1% year-over-year, driven by an 8% sequential increase from higher Medicare sales.
- ReWalk personal exoskeleton sales grew 24% year-over-year, with 15 units sold in Q3 2025 versus 4 units in Q3 2024.
- The company achieved two consecutive record quarters for ReWalk placements among Medicare beneficiaries since CMS fee schedule introduction in April 2024.
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AtlasClear Fiscal Q1 2026 Earnings Call - Positive Equity Achieved and $20M Financing Fuels Growth Outlook
AtlasClear marked a pivotal quarter, shedding its going concern status with positive stockholders’ equity of $6.9 million and slashing De-SPAC liabilities by over 80%. Revenues surged 52% year over ye...
- AtlasClear achieved positive stockholders’ equity of $6.9 million for the first time since De-SPAC, eliminating the prior going concern qualification.
- De-SPAC liabilities were reduced by more than 80% compared to fiscal 2024, indicating disciplined balance sheet optimization.
- Q1 fiscal 2026 revenue rose 52% year over year to $4.25 million, driven by commissions, vetting fees, clearing fees, and other revenues.
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Milestone Scientific 3Q 2025 Earnings Call - Focused Execution and Reimbursement Strategy Stabilize Business
Milestone Scientific navigated the third quarter of 2025 by sharpening its operational focus and trimming costs by over $500,000 year-over-year while maintaining revenue stability amid a complex marke...
- Milestone Scientific reduced operating expenses by over $500,000 year-over-year in Q3 2025 while maintaining stable revenues at $2.4 million for the quarter.
- The company’s transformational strategy focuses on streamlining operations, enhancing commercial execution in dental and medical segments, and advancing reimbursement strategies for CompuFlow in pain management.
- Dental segment international sales increased, partially offsetting a domestic revenue decline; efforts include expanding direct sales, dental school engagement, DSOs, and omnichannel digital marketing.
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AmpliTech Group Q3 2025 Earnings Call - Record Revenue Growth and Path to Profitability Amid Rights Offering
AmpliTech Group reported a blockbuster Q3 2025 with revenue more than doubling year-over-year to $6.09 million and gross margin expanding to nearly 49%. A pivotal quarter marked by the achievement of ...
- Q3 2025 revenue soared 115% to $6.09 million from $2.83 million in Q3 2024.
- Gross profit more than doubled to $2.96 million, lifting gross margin to 48.6%, up from 47.5% year-over-year and a 40% improvement from Q2 2025.
- Positive EBITDA of nearly $200,000 achieved for Q3 2025, signaling operational progress.
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AIRO Group Holdings Q3 2025 Earnings Call - Strategic JV Expansions and RQ-35 Production Ramp Amid Timing Challenges
AIRO Group Holdings reported a complex Q3 2025 marked by a deliberate shipment pause to retrofit and upgrade its RQ-35 Hedron drone, pushing nearly $20 million in revenue into future quarters. Despite...
- Q3 2025 revenue was $6.3 million, down from $23.7 million year-over-year, primarily due to a deliberate shipment pause to retrofit RQ-35 Hedron drones per evolving customer needs.
- Approximately $20 million of Q3 drone shipments were deferred into Q4 to integrate new technological upgrades, increasing revenue per unit without changing contract scope.
- AIRO booked over $190 million in orders expected to be delivered throughout 2025 and 2026, indicating strong demand despite near-term revenue timing shifts.
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Edible Garden 2025 Q3 Earnings Call - Strategic Shift to Scalable CPG and Operational Expansion Drive 9% Revenue Growth
Edible Garden delivered a 9% year-over-year revenue increase in Q3 2025, fueled by a decisive strategic pivot from fresh produce to a consumer packaged goods (CPG) model emphasizing shelf-stable, bett...
- Edible Garden achieved 9% revenue growth in Q3 2025, totaling $2.8 million versus $2.6 million in Q3 2024.
- Growth driven primarily by shelf-stable CPG portfolio brands, which grew 54% year-over-year.
- Key CPG brands gaining traction include KICK Sports Nutrition, Pickle Party, Pulp, and Vitamin Way, appealing to health-conscious consumers seeking clean-label and functional products.
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American Bitcoin 3Q 2025 Earnings Call - Rapid Bitcoin Accumulation at Nearly 50% Cost of Spot Drives Structural Advantage
American Bitcoin’s inaugural earnings call showcases a meteoric rise since inception just over seven months ago and NASDAQ debut three months prior. The company has rapidly scaled to become the 25th l...
- American Bitcoin formed March 31, 2025, and went public on NASDAQ September 3, 2025, achieving rapid market elevation as the 25th largest public Bitcoin accumulator within months.
- Dual accumulation model combines asset-light industrial-scale Bitcoin mining with disciplined market-driven treasury strategies to compound Bitcoin per share efficiently.
- Mining at roughly 50% of open market Bitcoin price offers a structural cost advantage unmatched by most competitors.
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P3 Health Partners Q3 2025 Earnings Call - Core Operating Model Drives Stable Medical Cost Trend Amid EBITDA Loss
P3 Health Partners reported a $45.9 million adjusted EBITDA loss for Q3 2025, with a year-to-date loss of $85.2 million, yet the company highlights several signs of operational progress underpinning a...
- P3 Health Partners reported a $45.9 million adjusted EBITDA loss for Q3 2025, with year-to-date loss at $85.2 million reflecting ongoing transitional challenges.
- Normalized adjusted EBITDA loss is around $70 million year-to-date after removing prior period impacts, providing clearer operational insight.
- Capitated revenue rose approximately 6%, reaching $341.6 million for the quarter, with per member per month revenue about $982, helped by improved burden of illness documentation and better contract terms.
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Costamare Bulkers Holdings Q3 2025 Earnings Call - Strategic Shift to Larger Vessels Amid Market Uncertainties
Costamare Bulkers Holdings posted a net income of $7.4 million in Q3 2025, marking its first full quarter as an independent publicly traded entity. The company is actively reshaping its fleet strategy...
- Costamare Bulkers reported $7.4 million net income in Q3 2025 in its first full quarter as an independent public company.
- The fleet consists of 31 dry bulk vessels averaging 92,000 dwt and 13 years old, with ongoing upgrades to younger and larger vessels.
- Strategic cooperation with Cargill resulted in transferring most of Costamare's trading book and FFA positions, focusing company efforts on operations and consumer access.
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LM Funding America Q3 2025 Earnings Call - Strategic Growth and Per-Share Bitcoin Acceleration
LM Funding America emphasized Q3 as a quarter of strategic execution, integration, and disciplined capital allocation toward becoming a vertically integrated Bitcoin miner. Key moves included expandin...
- LM Funding America raised $21 million capital, used to quickly acquire 164 Bitcoin and grow treasury to 304.5 Bitcoin valued at $35 million by quarter end.
- Acquired 11 MW mining facility in Columbus, Mississippi, bringing total capacity to 26 MW across two owned sites with diversified power and climate exposure.
- Bitcoin production increased 28% month-over-month in October, from 5.9 to 7.6 Bitcoin, reflecting expanded capacity and operational improvements.
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