Earnings Call Transcripts

Access detailed transcripts and key takeaways from company earnings calls

All Earnings Calls

CYBN November 13, 2025

Cybin Q2 2026 Earnings Call - Advancing Late-Stage Psychedelic Programs with Scalability and Capital Discipline

Cybin delivered a pivotal quarter marked by a smooth leadership transition, robust clinical progress, and a strengthened financial position following a $175 million financing. The company is intensify...

  • Interim CEO Eric So leads Cybin through CEO transition with a board search ongoing and stable operational cadence maintained.
  • Lead program CYB003 (deuterated psilocin analog) is progressing in global phase 3 trials for major depressive disorder with breakthrough therapy designation.
  • CYB003 clinical design focuses on predictable, staff-light sessions compatible with existing psychiatric clinic workflows to reduce visit burden and enhance scalability.
  • +13 more takeaways
NXPL November 13, 2025

NextPlat Corp 2025 Q3 Earnings Call - Signs of Operational Turnaround Amid Revenue Headwinds

NextPlat Corp's third quarter 2025 earnings revealed a company at a crossroads, showing early glimmers of operational improvement despite revenue pressures. While total revenues dropped 11% year-over-...

  • NextPlat's Q3 2025 revenue fell 11% YoY to $13.8 million, mainly due to declines in healthcare operations and e-commerce.
  • Pharmacy prescription revenues increased 5% YoY to $9.5 million despite a 25% drop in total prescriptions filled.
  • 340B contract revenue plummeted from $2.5 million in Q3 2024 to $600,000 in Q3 2025 due to client exits and transitions.
  • +12 more takeaways
GROW November 13, 2025

U.S. Global Investors Q1 2026 Earnings Call - Gold and Thematic Smart Beta Strategies Drive Rebound Amid Market Volatility

U.S. Global Investors reported a Q1 2026 rebound in assets under management and net income, driven largely by strength in gold-related products and thematic smart beta 2.0 strategies. CEO Frank Holmes...

  • U.S. Global Investors uses a quantum model strategy for thematic smart beta 2.0 products, focusing on gold, natural resources, airlines, and luxury goods.
  • Gold’s volatility has decreased compared to 20 years ago due to institutional participation, but remains higher than typical equities.
  • Top institutional shareholders include Gator Capital (6.28%), Vanguard (5.68%), and Parrot Capital (4.81%).
  • +13 more takeaways
MRAI November 13, 2025

Marpai Q3 2025 Earnings Call - Strategic Pivot to Operational Efficiency and Sales Growth Amid Revenue Decline

Marpai's Q3 2025 earnings reveal a stark 42% drop in net revenues year-over-year to $4 million, juxtaposed with a commendable 24% reduction in operating expenses. The company, led by CEO Damien Lamend...

  • Net revenues fell 42% year-over-year to $4 million in Q3 2025, signaling continued top-line challenges.
  • Operating expenses improved by 24%, reflecting disciplined cost control efforts during the turnaround.
  • Operating loss slightly improved by 2% to $3.5 million, with net loss also improving marginally by 2% to $3 million.
  • +12 more takeaways
PDSB November 13, 2025

PDS Biotechnology Q3 2025 Earnings Call - Strategic Protocol Amendment to Expedite Head and Neck Cancer Treatment Approval

PDS Biotechnology reported strong clinical progress in Q3 2025, highlighting compelling data from its VERSATILE-002 trial in HPV-16 positive recurrent or metastatic head and neck cancer. With a median...

  • PDS Biotechnology completed the VERSATILE-002 phase 2 trial evaluating PDS0101 plus Keytruda in HPV-16 positive recurrent/metastatic head and neck cancer, enrolling 53 patients.
  • VERSATILE-002 reported a median overall survival of 39.3 months for patients with combined positive score (CPS) ≥1, a remarkable figure in this resistant patient population.
  • Progression-free survival in VERSATILE-002 was 6.3 months, notable given 62% of patients had low CPS (1-19), historically linked to poorer outcomes.
  • +7 more takeaways
BILI November 13, 2025

Bilibili 2025 Q3 Earnings Call - Accelerating User Growth and Profitability Fueled by Quality Content and AI

Bilibili reported solid third-quarter 2025 results with accelerating user metrics hitting all-time highs: DAUs rose 9% to 117 million, MAUs increased 8% to 376 million, and average daily time spent re...

  • Bilibili’s 2025 Q3 DAUs reached 117 million, up 9% year-over-year, hitting an all-time high.
  • Monthly Active Users grew 8% year-over-year to 376 million, reaffirming strong community engagement.
  • Average daily time spent per user increased to 112 minutes, a 6-minute year-over-year gain, demonstrating deepening user loyalty.
  • +13 more takeaways
BIOX November 13, 2025

Bioceres Crop Solutions Fiscal Q1 2026 Earnings Call - Strong Margin Expansion and Cost Discipline Offset Revenue Decline

Bioceres Crop Solutions reported a challenging first quarter for fiscal 2026, with revenues down 17% year-over-year to $77.5 million, driven by strategic shifts in the seed business, timing issues in ...

  • Total revenues declined 17% year-over-year to $77.5 million due to strategic shifts and market demand factors.
  • Gross profit remained virtually flat at $36.2 million despite lower revenues, reflecting improved product mix and margin expansion.
  • Gross margin expanded impressively by 650 basis points to 47% from 40% in the prior year period.
  • +12 more takeaways
DMAC November 13, 2025

DiaMedica Therapeutics Q3 2025 Earnings Call - Promising DM199 Data Drives Expanded Preeclampsia Trials and Revised Stroke Enrollment Outlook

DiaMedica Therapeutics reported meaningful progress in Q3 2025, anchored by encouraging interim data from their phase 2 trial for DM199 in preeclampsia. The data confirm DM199's potential as a disease...

  • DM199 is DiaMedica’s lead product, a recombinant human tissue KLK1 protease that improves vascular health via activation of the bradykinin pathway, increasing nitric oxide, prostacyclin, and endothelium-derived hyperpolarizing factor.
  • Positive interim phase 2 results from the investigator-sponsored preeclampsia trial in South Africa demonstrate statistically significant, dose-dependent reductions in systolic and diastolic blood pressure.
  • DM199 improves placental perfusion as evidenced by a significant reduction in the uterine artery pulsatility index, indicating enhanced uterine artery blood flow and endothelial function restoration.
  • +7 more takeaways
PLX November 13, 2025

Protalix BioTherapeutics Q3 2025 Earnings Call - Advancing PRX-115 Phase Two and Managing Elefabrio's Regulatory and Commercial Momentum

Protalix BioTherapeutics reported mixed third-quarter results for 2025, marking a 24% increase in year-to-date revenues driven by strong enzyme replacement therapy sales, despite a minor 1% quarterly ...

  • Protalix reported $43.6 million in revenues for the first nine months of 2025, up 24% year-over-year, supporting ongoing R&D activities.
  • Third-quarter revenue slightly declined by 1% to $17.9 million due to partner inventory management at Chiesi, Pfizer, and Fiocruz.
  • Elefabrio's Europe every-four-weeks dosing regimen received a negative CHMP opinion; a re-examination request is underway with a decision expected in Q1 2026.
  • +12 more takeaways
VERO November 13, 2025

Venus Concept Q3 2025 Earnings Call - Stabilization in Energy-Based Device Sales Amid Hair Business Sale Delays

Venus Concept's Q3 2025 earnings reveal a mixed bag: a modest 2% increase in sales of energy-based devices contrasts with an overall revenue decline driven primarily by softness in the hair restoratio...

  • Venus Concept achieved 2% year-over-year growth in energy-based device (EBD) sales in Q3 2025, indicating signs of stabilization in the core medical aesthetics segment.
  • Total revenue fell by 8% year-over-year to $13.8 million, pressured by softness in the hair restoration business and challenges with customer financing and tighter credit markets.
  • The pending sale of the Venus Hair business to MHG Coal Limited, announced in June, faced delays due to counterparty issues and internal reorganization, resulting in continued uncertainty affecting sales and operations.
  • +9 more takeaways