Earnings Call Transcripts

Access detailed transcripts and key takeaways from company earnings calls

All Earnings Calls

IZEA November 12, 2025

IZEA Q3 2025 Earnings Call - Third Consecutive Quarterly Profit Amid Strategic Shift to Enterprise Focus

IZEA marked a notable turnaround in its Q3 2025 results, sustaining profitability for the third consecutive quarter with net income of $0.1 million, compared to a steep loss a year earlier. While tota...

  • IZEA reported net income of $0.1 million in Q3 2025, marking its third consecutive profitable quarter.
  • Total revenue declined 8% year-over-year to $8.1 million due to exiting unprofitable non-recurring projects and soft government and retail demand.
  • Managed service revenue excluding Hoozu increased 5% in Q3 and is up 14% year-to-date, driven by expansion in enterprise accounts.
  • +10 more takeaways
ULY November 12, 2025

Urgent.ly Q3 2025 Earnings Call - Milestone Achieved with Positive Non-GAAP Operating Income as Revenue Growth Emerges

Urgent.ly reported Q3 2025 revenue of $32.9 million, marking the eighth consecutive quarter hitting guidance amid signs of returning growth with modest sequential revenue improvement. The company achi...

  • Urgent.ly achieved positive non-GAAP operating income for Q3 2025, a first for the company and a milestone signaling profitability inflection.
  • Revenue for Q3 was $32.9 million, aligned with guidance, marking the eighth straight quarter meeting revenue targets and showing modest sequential growth.
  • Gross margin improved to 25% in Q3, up 4 points year-over-year and 13 points over three years, driven by mix shift and technology optimizations.
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SKYX November 12, 2025

SKYX Platforms Corp Third Quarter 2025 Earnings Call - Accelerating Global Smart Home Expansion and AI-Driven E-commerce Growth

SKYX Platforms Corp reported its third consecutive quarter of revenue growth, reaching a record $24 million in Q3 2025. The company is rapidly scaling its smart home technology deployments across high...

  • SKYX reported a record $24 million in Q3 2025 revenue, marking seven consecutive quarters of growth.
  • The company signed a major agreement with Global Venture Group to deploy smart home tech in Middle East projects including Saudi Arabia and Egypt, expecting hundreds of thousands of units.
  • A 278-apartment project in Austin, Texas, with Landmark Companies will receive over 10,000 units of SKYX’s smart plug-and-play technologies.
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HTFL November 12, 2025

HeartFlow Q3 2025 Earnings Call - Accelerating AI Adoption and Paving the Path for Plaque Analysis Growth

HeartFlow reported a strong Q3 2025 with revenues of $46.3 million, a 41% year-over-year surge fueled by robust adoption of its AI-driven platform for coronary artery disease (CAD). The company expand...

  • HeartFlow reported Q3 2025 revenues of $46.3 million, up 41% year-over-year driven by strong platform adoption and global revenue cases growth of 48%.
  • Full-year 2025 revenue guidance is $173 million-$173.5 million, reflecting 37.5%-38% growth, buoyed by durable adoption of the HeartFlow AI platform.
  • The company’s AI platform uniquely spans the CAD continuum from detection through diagnosis, management, and treatment planning, now including the upcoming PCI Navigator tool launching commercially in 2026.
  • +12 more takeaways
SCWO November 12, 2025

374Water Q3 2025 Earnings Call - Accelerating PFAS Destruction Services Fueling Revenue Growth and Market Validation

374Water’s Q3 2025 earnings call highlighted significant strides in commercializing its AirSCWO technology for destroying organic and PFAS-contaminated wastes. Interim CEO Stephen Jones outlined a cle...

  • Stephen Jones named Interim CEO with deep experience leading waste and environmental services companies and strategizes to grow recurring waste destruction services.
  • 374Water’s proprietary AirSCWO technology efficiently destroys PFAS and other organic wastes, producing safe water, minerals, and recoverable energy.
  • The company is pursuing three business models: waste destruction services (preferred), capital equipment sales, and leases with operational services.
  • +17 more takeaways
KRMD November 12, 2025

KORU Medical Systems Q3 2025 Earnings Call - Accelerated 27% Revenue Growth Driven by SCIG Market Expansion and Oncology Infusion Advances

KORU Medical Systems reported a strong Q3 2025 with 27% year-over-year revenue growth, fueled primarily by a 30% surge in their core subcutaneous immunoglobulin (SCIG) business fueled by international...

  • KORU delivered 27% year-over-year revenue growth in Q3 2025, hitting over $10 million for the second straight quarter.
  • Core U.S. subcutaneous immunoglobulin (SCIG) business grew 30%, outpacing market growth due to international expansion and global share gains.
  • International revenue surged 230%, driven by successful prefilled syringe (PFS) conversions in Europe simplifying patient and healthcare professional usage.
  • +13 more takeaways
IDN November 12, 2025

Intellicheck Q3 2025 Earnings Call - Robust 28% Revenue Growth Fueled by Banking Expansion and Product Innovation

Intellicheck reported a strong third quarter for 2025, delivering revenue growth of 28% year-over-year to $6 million and achieving a new adjusted EBITDA record of $631,000. The surge was driven primar...

  • Intellicheck achieved 28% revenue growth year-over-year in Q3 2025, reaching a record $6 million.
  • Adjusted EBITDA hit a third-quarter record at $631,000, a significant improvement from a negative $160,000 last year.
  • Primary revenue driver was a regional bank launching Intellicheck in branches, supported by a three-year contract worth high seven digits.
  • +12 more takeaways
DUOT November 12, 2025

Duos Technologies Q3 2025 Earnings Call - Strategic Pivot to Edge Data Centers Drives Record Growth and Adjusted EBITDA Profitability

Duos Technologies reported a transformative third quarter, highlighted by a 112% year-over-year revenue surge to $6.88 million and achieving adjusted EBITDA profitability a quarter ahead of schedule. ...

  • Duos Technologies achieved a 112% year-over-year revenue increase in Q3 2025, reaching $6.88 million, and exceeded prior profitability expectations by attaining adjusted EBITDA positive results one quarter ahead of schedule.
  • The company is strategically shifting focus towards edge computing and data center power solutions, capitalizing on AI-driven demand growth and hyperscalers’ power constraints for large data centers.
  • Duos holds a 5% equity stake in APR Energy and executes an asset management agreement that significantly contributes to recurring revenue, though this agreement will end in 2026, prompting diversification efforts.
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MDXH November 12, 2025

MDxHealth Q3 2025 Earnings Call - ExoDx Acquisition Sets Stage for Sustained Growth Amid Strategic Focus Shifts

MDxHealth reported a strong Q3 2025 with revenues climbing 18% year-over-year to $27.4 million and adjusted EBITDA turning positive at $1 million, marking continued operational discipline and efficien...

  • Q3 2025 revenue reached $27.4 million, up 18% from 2024, driven by strong test volumes and mix shifts.
  • Adjusted EBITDA was positive $1 million in Q3, improving from negative $3.8 million the prior year, highlighting improved profitability.
  • MDxHealth completed the acquisition of Exosome Diagnostics (ExoDx) at quarter-end, expanding its precision diagnostics portfolio in urology.
  • +12 more takeaways
DERM November 12, 2025

Journey Medical 3Q 2025 Earnings Call - Emrosi Launch Driving Strong Revenue Growth and Improved EBITDA

Journey Medical reported solid 3Q 2025 results, posting 21% year-over-year revenue growth led by a 75% sequential rise in Emrosi sales, their best-in-class oral treatment for inflammatory lesions of r...

  • Journey Medical achieved 21% year-over-year revenue growth in 3Q 2025, driven predominantly by Emrosi's commercial success.
  • Emrosi sales surged 75% sequentially from Q2 to Q3, contributing $4.9 million in revenue in the quarter.
  • Total Emrosi prescriptions grew approximately 146% quarter-over-quarter, reaching 18,198 in Q3 2025.
  • +12 more takeaways