Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Fluent Q3 2025 Earnings Call - Commerce Media Solutions Fueling Transformative Growth Amid Marketplace Challenges
Fluent's Q3 2025 results reveal a company undergoing a bold pivot. Commerce Media Solutions surged 81% year over year, now representing 40% of total revenue and surpassing an $85 million annual run ra...
- Commerce Media Solutions revenue soared 81% YoY to $18.8 million, now 40% of total revenue versus 16% a year ago.
- Commerce Media Solutions annual run rate exceeded $85 million as of Q3 2025, up from $80 million last quarter.
- Owned and operated marketplace revenue declined nearly 50% YoY, continuing a challenging trend exacerbated by regulatory and advertising headwinds.
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Inter & Co 3Q 2025 Earnings Call - Accelerating Growth Amid Macro Challenges with Strong ROE Progress
Inter & Co delivered a standout third quarter in 2025, marking its tenth anniversary with record client additions and active engagement. The digital bank added 2 million new clients in the quarter, hi...
- Inter & Co marked 10 years since launching Brazil's first digital bank, now with 41 million clients.
- Q3 saw record new client additions at 2 million, driving active client rate to 58%.
- Client engagement is intense: 20 million daily logins and 850 million transactions monthly.
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VistaGen Therapeutics FY26 Q2 Earnings Call - Palisade 3 Study Completes Double-Blind Phase with Top-Line Results Due by Year-End
VistaGen Therapeutics marked a pivotal moment in its development trajectory by completing the randomized double-blind portion of its Palisade 3 phase 3 trial for fasedienol in acute treatment of socia...
- VistaGen completed the randomized double-blind phase of the Palisade 3 phase 3 trial evaluating fasedienol for acute social anxiety disorder treatment.
- Top-line results from Palisade 3 are expected by the end of calendar year 2025, maintaining previous guidance on timing.
- The Palisade 3 final enrollment met the target of 236 patients, with high-quality patient eligibility assessment and low attrition rates.
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Stardust Power Q3 2025 Earnings Call - Advancing U.S. Lithium Refining amidst Growing Policy Support and Commercial Momentum
Stardust Power’s Q3 2025 earnings call showcased a company sprinting toward a final investment decision amid a surging electric vehicle-driven lithium demand and a blistering policy tailwind focused o...
- Stardust Power continues advancing its Muskogee lithium refinery project designed for 25,000 metric tons/year phase I capacity with expansion plans doubling capacity.
- The company’s FEL-3 engineering study reduced phase I capital expenditures by $200 million to approximately $500 million and confirmed a 24-month construction timeline.
- Strong federal and state policy momentum is accelerating domestic critical minerals onshoring, with government equity stakes increasing in related projects, though Stardust remains self-sustaining without government funding.
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RenovoRx Q3 2025 Earnings Call - Promising Commercial Adoption and Clinical Progress of TAMP Platform
RenovoRx’s Q3 2025 earnings call showcased notable advances in both commercial traction and clinical development of its Preparatory Transarterial Microperfusion Therapy Platform (TAMP). The company re...
- RenovoRx’s proprietary TAMP platform aims to deliver targeted drug therapy, minimizing systemic toxicity and improving treatment efficacy for solid tumors, marking a potential fourth pillar in cancer care beyond surgery, radiation, and chemotherapy.
- Year-to-date RenovoCath device revenues reached approximately $900,000 with expanding adoption from 5 to 14 approved cancer centers, including repeat usage, indicating growing physician acceptance and patient treatments.
- The commercial sales team remains lean but is growing strategically, adding a Senior Director of Sales with deep interventional oncology experience plus two regional managers and plans for a marketing director to accelerate physician engagement.
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Clipper Realty Q3 2025 Earnings Call - Record Residential Rents Offset by Office Lease Termination and Development Costs
Clipper Realty reported steady revenues in Q3 2025 at $37.7 million, driven by an exceptionally strong residential leasing market where new rents increased by over 14% across the portfolio. Residentia...
- Residential rental demand remains robust with same-store new leases rising over 14% in Q3 2025, sustained at record-high rent levels.
- Overall portfolio occupancy for residential properties stands at 99%, driven by strong leasing at properties such as Tribeca House and Clover House.
- Prospect House, a new ground-up development in Brooklyn, is 60% leased with pre-market rents exceeding $88 per square foot, reflecting healthy initial leasing momentum.
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Jefferson Capital Q3 2025 Earnings Call - Strong Growth Fueled by Strategic Portfolio Acquisitions and Operational Efficiency
Jefferson Capital reported a robust third quarter in 2025, marked by a 63% year-over-year jump in collections to $237 million and a 22% increase in portfolio deployments reaching $151 million. The com...
- Collections surged 63% year-over-year to $237 million in Q3 2025, fueled by strong portfolio deployments in 2023 and 2024.
- Record third quarter portfolio purchases at $151 million, a 22% increase year-over-year, signaling confidence in deployment opportunities.
- Estimated Remaining Collections (ERC) rose 27% year-over-year to $2.9 billion, with a short 61% collected by 2027, indicating rapid runoff of assets.
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StubHub Q3 2025 Earnings Call - Strong Market Share Gains Amid Strategic Investments and Growth Initiatives
StubHub's first public earnings call highlights robust 11% year-over-year gross merchandise sales growth, persistence through all-in pricing-induced market headwinds, and accelerating market share gai...
- StubHub’s Q3 2025 gross merchandise sales (GMS) grew 11% year-over-year, reaching $2.4 billion despite a 10% estimated one-time market contraction due to federally mandated all-in pricing.
- StubHub has gained substantial market share in North America, now about four times larger than the nearest competitor, driven by technology upgrades and performance marketing.
- The Reach Pro point of sale software gained rapid adoption among power sellers, enhancing operational stickiness and providing valuable data insights for pricing and advertising innovations.
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Shimmick Third Quarter 2025 Earnings Call - Strategic Shift Drives Backlog and Margin Improvement
Shimmick's Q3 2025 results reflect a clear turning point driven by disciplined execution of its three-pronged strategy: growing the core project backlog, completing non-core legacy projects, and enhan...
- Shimmick delivered $142 million in Q3 2025 revenue with an adjusted EBITDA of $4 million, achieving positive EBITDA for the first time since Q3 2024.
- 75% of Q3 revenue came from core Shimmick projects, growing 6% year-over-year; non-core project revenue declined 46% year-over-year to $35 million.
- Gross margin on core projects improved 67% year-over-year in Q3, driven by operational improvements and better execution.
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Nu Holdings Q3 2025 Earnings Call - Robust Growth and AI-Driven Credit Expansion Underpin Record Profitability
Nu Holdings reinforced its standing as Latin America's top digital bank with Q3 2025 metrics all pointing upwards. Customer base surged to 127 million, with key markets Mexico and Colombia showing str...
- Customer base reached 127 million with 4 million net additions in Q3, driving deep engagement evidenced by 83%+ activity rate.
- Mexico customer base surpassed 13 million, representing ~14% of adult population, nearing 25% of Mexico’s banked population.
- Record revenues exceeded $4 billion; RPAC reached above $13, reflecting strong monetization.
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