Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Ardent Health 3Q 2025 Earnings Call - Navigating Industry Headwinds with Impact Initiatives Amid Strong Demand
Ardent Health reported a mixed third quarter with strong volume growth and revenue gains offset by earnings pressures that led to a downward revision of their 2025 adjusted EBITDA guidance to $530 mil...
- Ardent Health’s 3Q 2025 adjusted EBITDA rose 46% to $143 million, with margins expanding 240 basis points to 9.1%.
- Adjusted EBITDA guidance for full year 2025 was lowered to $530 million-$555 million due to persistent cost pressures despite unchanged revenue outlook.
- Revenue grew 8.8% year over year, driven by 5.8% admissions growth and 5.8% revenue per adjusted admission growth, excluding a $43 million one-time accounting adjustment.
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Ondas Holdings Inc. Q3 2025 Earnings Call - Accelerated Growth and Strategic Acquisitions Position Ondas for 2026 Breakout
Ondas Holdings delivered a landmark Q3 2025, with revenues surging over 580% year-over-year to $10.1 million and backlog doubling to $23.3 million, signaling potent momentum across its autonomous syst...
- Ondas posted $10.1 million revenue in Q3 2025, a 580% increase year-over-year and 60% sequentially, driven by OAS autonomous systems.
- Consolidated backlog grew to $23.3 million, more than double from year-start; including acquisitions backlog exceeds $40 million.
- 2025 full-year revenue guidance raised to at least $36 million; Q4 expected to exceed $15 million revenue.
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Brookfield Corporation 3Q 2025 Earnings Call - Strong Growth Amid Strategic Expansion and Real Asset Momentum
Brookfield Corporation reported robust third quarter 2025 results, highlighted by an 18% increase in distributed earnings before realizations over the last twelve months. The company showcased strong ...
- Brookfield delivered distributed earnings before realizations of $1.3 billion for the quarter and $5.4 billion over the last 12 months, an 18% increase year-over-year.
- Economic backdrop remains healthy with open capital markets supporting real asset investment and transaction activity.
- Monetary policy shows signs of easing after extended high rates, potentially benefiting real assets through lower real yields over time.
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Fidelis Insurance Group Q3 2025 Earnings Call - Best Combined Ratio Ever and Strategic Growth via Underwriting Partnerships
Fidelis Insurance Group posted a standout Q3 2025, delivering its strongest combined ratio as a public company at 79%, alongside a 21.4% annualized operating ROAE and $1.25 growth in diluted book valu...
- Fidelis reported a record low combined ratio of 79%, improving by over 8 points year-over-year, marking their best quarterly underwriting performance to date as a public company.
- Annualized operating return on average equity (ROAE) rose to 21.4%, up 5 points from last year, demonstrating strong profitability.
- Gross premiums written grew 8% in Q3 to $798 million, driven by 4% growth in insurance and 20% growth in reinsurance, fueled by post-wildfire opportunities.
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Lantern Pharma Q3 2025 Earnings Call - LP-184 Phase 1a Clinical Success Validates AI-Driven Precision Oncology
Lantern Pharma marked a pivotal Q3 with clinical and AI platform milestones reshaping its precision oncology trajectory. The LP-184 phase 1a trial delivered a striking 48% clinical benefit rate in hea...
- LP-184 phase 1a trial achieved all primary endpoints with 48% clinical benefit in evaluable patients at therapeutic doses.
- Marked tumor reductions were observed in patients with CHEK2, ATM, STK11, KEAP1, and BRCA mutations, validating AI-driven synthetic lethality approach.
- LP-184 showed favorable safety profile with minimal dose-limiting toxicities, enabling monotherapy and combination strategies.
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Anterix Q2 Fiscal 2026 Earnings Call - Accelerated Spectrum Monetization and Platform Expansion Drive Strategic Growth
Anterix's Q2 fiscal 2026 earnings call showcased a company pivoting from pure spectrum holder to full-spectrum utility partner. CEO Scott Lang marked his first anniversary with a confident vision posi...
- Scott Lang celebrated one year as CEO emphasizing Anterix's unique position to impact the critical infrastructure sector through spectrum and beyond.
- Anterix’s spectrum asset is carried at $325 million on the balance sheet but management believes its real market value could be 10 times higher, based on auction comparables.
- Momentum is building towards expansion from 6 MHz to 10 MHz spectrum, viewed as future-proofing private broadband networks for utilities.
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Walt Disney Company Q4 2025 Earnings Call - Strong Earnings Growth and Strategic Advances in Streaming and Content Portfolio
The Walt Disney Company closed fiscal 2025 with robust financials, delivering a 19% increase in adjusted EPS year-over-year and a compound annual growth rate of 19% over the past three years. The comp...
- Fiscal 2025 adjusted EPS grew 19% versus the prior year, achieving a 19% CAGR over three years.
- Disney expects double-digit adjusted EPS growth in fiscal 2026, supported by strong earnings and free cash flow.
- The company plans to repurchase $7 billion in shares in 2026, doubling 2025's $3.5 billion buyback, and raised dividends by 50%.
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LiqTech International Q3 2025 Earnings Call - Swimming Pool Systems Drive Revenue Growth Amid Broad Market Expansion
LiqTech International reported a robust Q3 2025 marked by solid revenue growth to $3.8 million, propelled by record sales in their swimming pool filtration systems. The quarter’s gross margin improved...
- Q3 2025 revenue climbed to $3.8 million from $2.5 million year-over-year, led by swimming pool filtration systems.
- Swimming pool vertical hit highest quarterly revenue to date, totaling $1 million from six delivered systems.
- Gross margin improved dramatically to 19.6% from a negative 8.5% a year ago, reflecting operational efficiencies and higher sales volume.
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Cellectar Biosciences Q3 2025 Earnings Call - EMA Greenlights Conditional Marketing Authorization Filing for Iopofosine I-131 in Waldenstrom's Macroglobulinemia
In the third quarter of 2025, Cellectar Biosciences marked significant progress with its lead radioconjugate therapy, iopofosine I-131, receiving EMA confirmation for eligibility to file for condition...
- Cellectar Biosciences received EMA Scientific Working Party confirmation allowing a conditional marketing authorization filing for iopofosine I-131 in Waldenstrom’s macroglobulinemia, based on Clover-WM data.
- The EMA considers post-BTK inhibitor (BTKi) treatment patients, mostly seen in third line in Europe, as the target population for this conditional approval.
- FDA requires 12-month follow-up data and initiation of a confirmatory phase 3 trial before considering accelerated approval; iopofosine has Breakthrough Therapy Designation with a 79% approval probability according to Jefferies.
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NIQ Q3 2025 Earnings Call - AI-Led Growth Drives Margin Expansion and Cash Flow Inflection
NIQ reported a robust Q3 2025, surpassing expectations with 5.8% organic constant currency revenue growth and 300 basis points margin expansion to 21%. The company highlighted the transformative role ...
- NIQ delivered 5.8% organic constant currency revenue growth in Q3 2025, beating guidance across all key metrics.
- Adjusted EBITDA rose 25% year-over-year, with margin expansion of 300 basis points to 21.3%, driven partly by AI-enabled operating efficiencies.
- Levered free cash flow reached $224 million, achieving most of the back half 2025 guidance in Q3 alone; full-year guidance raised to break-even free cash flow.
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