Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Afya Q3 2025 Earnings Call - Strong Growth and Margin Expansion with Strategic Investments and Solid Cash Flow
Afya's Q3 2025 results reveal robust growth across revenue, adjusted EBITDA, and net income, driven by strong execution in medical education and practice solutions. The company maintained 100% medical...
- Afya reported over 13% year-over-year revenue growth for the nine-month period ending Q3 2025, reaching BRL 2.784 billion.
- Adjusted EBITDA grew nearly 19% year-over-year to BRL 1.292 billion, with margin expansion of 200 basis points to 46.4%.
- Net income increased 20% year-over-year to BRL 593 million, with basic EPS rising to BRL 6.40 for the nine-month period.
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CX App Inc (Sky) Q3 2025 Earnings Call - Momentum in Agentic AI Driving Workplace Experience Platform Expansion
CX App Inc, trading as Sky (NASDAQ: CXAI), reported steady execution in Q3 2025, emphasizing its leadership in agentic AI solutions for workplace experience. Operating across 200+ cities with over 1 m...
- CX App Inc operates an AI-native platform integrating agentic AI with spatial intelligence to redefine workplace experiences across 200+ cities and millions of users.
- The company emphasizes transforming offices and campuses into adaptive environments that automate routine tasks and enable data-driven decision-making.
- Sky 1.0 platform upgrades cut space booking times by over 50%, enhancing user satisfaction and hybrid work coordination substantially.
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Surf Air Mobility Q3 2025 Earnings Call - Strategic Financing Fuels Surf OS Commercial Launch as Airline Operations Approach Profitability
Surf Air Mobility's Q3 2025 earnings reveal a company hitting its stride with disciplined execution and transformative strategy. The airline division posted its second consecutive quarter of profitabi...
- Surf Air Mobility exceeded its Q3 revenue guidance with $29.2 million, a 6% sequential increase, driven largely by a 40% rise in on demand business revenue.
- The company’s commuter airline segment achieved a second consecutive quarter of adjusted EBITDA profitability, marking operational stabilization.
- Surf Air Mobility raised 2025 revenue guidance to at least $105 million and reaffirmed full-year airline operations profitability guidance.
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Curiosity Stream Q3 2025 Earnings Call - AI Licensing Surges, Set to Outgrow Subscriptions by 2027
Curiosity Stream reported a strong Q3 2025 with revenue soaring 46% year-over-year to $18.4 million, led by an explosive 425% jump in AI licensing revenue to $8.7 million. Licensing now accounts for a...
- Curiosity Stream achieved 46% year-over-year revenue growth to $18.4 million in Q3 2025, beating guidance.
- Adjusted free cash flow surged 88% year-over-year to $4.8 million, driven by strong licensing and cost discipline.
- AI licensing revenue skyrocketed 425% to $8.7 million, reflecting robust demand and expansion to nine key partners.
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Ascendis Pharma Q3 2025 Earnings Call - Strong Global Launch of Europad and Progress Toward Growth Disorder Leadership
Ascendis Pharma reported robust Q3 2025 results highlighted by the strong global commercial launch of Europad, with over 4,250 patients prescribed in the U.S. alone and growing physician adoption acro...
- Europad globally generated €143 million revenue in Q3 2025 with steady new patient additions and over 2,000 prescribers in the U.S.
- More than 4,250 U.S. patients prescribed Europad by end of Q3, with positive compliance and expectations of lifelong treatment.
- Europad approval rates in U.S. insurance reimbursements hold around 70% with anticipated improvement over time.
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Flutter Entertainment Q3 2025 Earnings Call - Launch of FanDuel Predicts and Impact of Transitory Sports Results Force Guidance Cut
Flutter Entertainment's Q3 2025 update reveals sustained growth in customer engagement and iGaming, despite reporting a net loss chiefly due to regulatory changes in India and a significant one-off pa...
- Q3 revenues grew 17% year-over-year, driven by 14 million average monthly players and strong iGaming growth.
- Adjusted EBITDA rose 6% despite a net loss of $789 million due to a $556 million non-cash impairment from India regulatory changes and a $205 million payment to Boyd for US market access.
- FanDuel Predicts will launch in December, targeting states without sports betting, aiming to significantly expand addressable market through CME partnership and FanDuel’s brand.
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Cisco Q1 FY2026 Earnings Call - AI Infrastructure and Networking Drive Record Revenues, Setting up Strongest Year Yet
Cisco kicked off fiscal 2026 with a bang, surpassing top and bottom-line guidance as AI infrastructure demand and campus networking refreshes fueled a 10% rise in product revenue. Hyperscale cloud cus...
- Cisco reported record Q1 revenue of $14.9 billion, up 8% YoY, exceeding the high end of guidance.
- Product revenue grew 10% YoY, driven by strong demand for AI infrastructure and campus networking solutions.
- Non-GAAP EPS grew 10%, indicating operating leverage with profits outpacing revenue growth.
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Alliance Entertainment First Quarter Fiscal Year 2026 Earnings Call - Strong Revenue Growth and Margin Expansion Fueled by Physical Media and AI Initiatives
Alliance Entertainment kicked off fiscal 2026 on a strong note, reporting an 11% revenue growth year-over-year to $254 million and a striking 259% surge in adjusted EBITDA to $12.2 million. This perfo...
- Alliance Entertainment reported an 11% year-over-year revenue increase to $254 million in Q1 fiscal 2026 driven by physical media, collectibles, and direct-to-consumer sales.
- Adjusted EBITDA surged 259% to $12.2 million with a margin expansion to 4.8%, a new baseline for fiscal 2026 and beyond.
- Gross margin improved by 340 basis points to 14.6%, reflecting better product mix and cost efficiencies.
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Airgain Q3 2025 Earnings Call - Steady Core Growth Supports Platform-Driven Transition
Airgain closed Q3 2025 with its third straight quarter of sequential revenue growth, hitting guidance and posting positive adjusted EBITDA, signaling operational discipline amid strategic shifts. The ...
- Airgain delivered its third consecutive quarter of sequential revenue growth in Q3 2025, meeting guidance with $14 million in revenue.
- The core business—consumer Wi-Fi 7 antennas and embedded modems in utilities—is profitable and growing, with over 50% year-to-date growth in cable operator Wi-Fi 7 sales.
- Embedded modems now represent more than half of enterprise revenue, driven by utility infrastructure monitoring demand.
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authID Q3 2025 Earnings Call - Major Enterprise Deals and Revenue Setbacks Highlight Transition Year
authID's Q3 2025 earnings call reveals a company at an inflection point. While two significant early contracts faltered—resulting in negative net revenue for the quarter—the firm secured four new cust...
- authID reported negative net revenue in Q3 2025 due to underperforming contracts with two major early Fast 100 customers.
- One large 2024 contract was put on hold for revenue recognition after the customer faced go-to-market challenges and delayed payments; negotiations for revised terms are ongoing.
- A second customer received an estimated $700,000 concession related to annual minimum usage fees as their actual usage fell significantly short of commitments.
- +14 more takeaways