Earnings Call Transcripts

Access detailed transcripts and key takeaways from company earnings calls

All Earnings Calls

BRTX November 12, 2025

BioRestorative Therapies Q3 2025 Earnings Call - Clinical Progress and Commercial Expansion Drive Optimism

BioRestorative Therapies reported a challenging Q3 2025 with revenues plummeting to $11,800 solely from royalties, down significantly from last year’s $233,600 driven by biocosmeceutical sales. Despit...

  • Q3 2025 revenues collapsed to $11,800 from $233,600 in Q3 2024, reflecting timing issues in biocosmeceutical orders and a shift to royalty income.
  • Loss from operations widened to $3.7 million compared to $2.3 million a year ago; net loss per share was $3.03 versus $1.13, signaling increased spending or lower revenues.
  • Company ended quarter with $4.5 million in cash and equivalents, subsequently adding $1.1 million through financing priced above market, demonstrating investor confidence.
  • +13 more takeaways
DLPN November 12, 2025

Dolphin Entertainment Q3 2025 Earnings Call - Strong Organic Growth Drives Profitability and Operational Clarity

Dolphin Entertainment reported a stellar Q3 2025, delivering 16.7% organic revenue growth to $14.8 million and turning operating income positive at $300,000 despite $600,000 in non-cash amortization e...

  • Q3 2025 revenue rose 16.7% year-over-year to $14.8 million, marking Dolphin's second highest ever quarterly revenue
  • Operating income turned positive at $308,296 despite nearly $600,000 in non-cash amortization expenses
  • Adjusted operating income more than doubled year-over-year to approximately $1 million, representing 6.9% of revenue
  • +7 more takeaways
INLX November 12, 2025

Intellinetics 2025 Q3 Earnings Call - SaaS Growth Amidst Professional Services Recovery

Intellinetics reported a mixed third quarter for 2025, with a 12.8% decline in total revenues to $4.0 million due to continued softness in professional services, notably in digital transformation proj...

  • Total revenue fell 12.8% to $4.0 million in Q3 2025, primarily due to lower professional services revenue.
  • Professional services revenue declined 28% to $1.9 million, attributed to reduced digital transformation work, especially paper scanning.
  • Renewal of a large state contract in June has rebuilt backlog, expected to sustain digital transformation work through Q2 2026 without new major deals.
  • +12 more takeaways
AQMS November 12, 2025

Aqua Metals Q3 2025 Earnings Call - Strategic growth fueled by $17M capital raise and pilot-scale LFP recycling breakthrough

Aqua Metals reported a quarter marked by significant technical and financial progress. The company raised $17.1 million proactively to extend operational runway, emphasizing measured, disciplined scal...

  • Aqua Metals raised $17.1 million proactively, extending operational runway to multiple quarters and affirming financial stability.
  • Pilot-scale processing of one metric ton of LFP cathode scrap yielded battery-grade lithium carbonate validated by OEMs and third parties, a unique commercial-scale milestone in the U.S.
  • The AquaRefining platform demonstrates feedstock flexibility, targeting both battery and emerging critical mineral supply chains including nickel, cobalt, manganese, and rare earths.
  • +9 more takeaways
AERO November 12, 2025

Aeromexico Q3 2025 Earnings Call - Strong IPO Debut and Resilient Profitability Despite Demand Hurdles

Aeromexico marked its first earnings call as a public company with a solid third quarter performance, delivering the second-best Q3 financial results in its history amid ongoing headwinds. The airline...

  • Aeromexico completed a successful IPO and dual listing on NYSE and Mexican Stock Exchange, enhancing capital market profile and governance standards.
  • Q3 2025 results were the second-best third quarter in company history with $1.4B revenue, 31% adjusted EBITDAR margin, and 18% operating margin.
  • Total revenue per available seat mile (ASM) increased 0.6% excluding 2024’s nonrecurring COVID-related ticket extensions and Boeing compensation items.
  • +7 more takeaways
HYLN November 12, 2025

Hyliion Holdings Q3 2025 Earnings Call - KARNO Power Module Achieves Critical Performance Milestones Amid Strong Customer Demand

Hyliion Holdings showcased substantial strides in Q3 2025, with its KARNO Power Module now meeting key performance benchmarks demanded by its early customers. Notably, power output improvements, compl...

  • KARNO Power Module has surpassed early customer power output and efficiency targets, now generating over 200 kW mechanical and 150 kW electrical power.
  • A redesigned regen component delivered a material performance boost, with ongoing refinements expected to raise electrical output to 200 kW by commercialization.
  • The system met stringent California South Coast Air Quality Management District emissions standards without exhaust after-treatment, achieving NOx below 2.5 ppm.
  • +12 more takeaways
TDG November 12, 2025

TransDigm Group Q4 2025 Earnings Call - Navigating OEM Production Headwinds Amid Strong Aftermarket and Defense Growth

TransDigm Group closed fiscal 2025 on a solid note, beating revenue and EBITDA guidance thanks to robust commercial aftermarket and defense market growth offsetting persistent OEM supply chain and pro...

  • Fiscal 2025 revenue and EBITDA margins exceeded prior guidance driven by strong commercial aftermarket, defense growth, and recovering commercial OEM revenues.
  • Approximately 90% of net sales are proprietary products, with a majority of EBITDA from higher-margin aftermarket revenues providing stability during downturns.
  • Commercial OEM revenue experienced a 7% increase in Q4 but ended the year down 1% due to Boeing strike and Airbus production ramp challenges.
  • +7 more takeaways
HBM November 12, 2025

Hudbay Third Quarter 2025 Earnings Call - Resilience Amid Disruptions and Strategic Copper World Partnership

Hudbay's Q3 2025 results demonstrated remarkable resilience despite wildfires in Manitoba and social unrest in Peru causing operational interruptions. The company maintained production guidance at the...

  • Q3 consolidated copper production was 24,000 tons and gold production was 54,000 ounces, impacted by wildfires in Manitoba and a 9-day Peru operational halt.
  • Wildfires caused a two-month evacuation in Manitoba, deferring production and lowering ore mined by over 50%, but gold grades improved by 9%.
  • Peru operations navigated social unrest and blockades, temporarily shutting down Constancia mine but resumed operations swiftly with October copper and gold production strong.
  • +7 more takeaways
EPM November 12, 2025

Evolution Petroleum Fiscal Q1 2026 Earnings Call - Strategic Minerals Acquisition and Strong Dividend Amid Mixed Commodity Prices

Evolution Petroleum closed Q1 2026 with solid execution across its diversified portfolio, despite a slight revenue dip due to lower oil and NGL prices offset by a 43% rise in natural gas pricing. A ke...

  • Total revenue for Q1 2026 was $21.3 million, down modestly from $21.9 million year-over-year due to lower oil and NGL prices, partially offset by a 43% increase in natural gas prices.
  • Evolution completed its first minerals and royalties acquisition in the Scoop Stack, adding exposure to over 650 drilling locations with minimal operating expenses and no capital commitments.
  • Declared the 49th consecutive quarterly dividend and the 14th at $0.12 per share, underscoring consistent shareholder returns.
  • +12 more takeaways
FTCI November 12, 2025

FTC Solar Q3 2025 Earnings Call - Surging Revenue, Margin Turnaround, and Strategic Control Over Supply Chain

FTC Solar’s Q3 2025 results mark a definitive step up in its recovery and growth trajectory. Revenue soared 160% year-over-year to $26 million, surpassing guidance and hitting an eight-quarter high. M...

  • Q3 revenue surged 160% year-over-year to $26 million, beating guidance and marking the highest quarterly revenue in eight quarters.
  • FTC Solar achieved positive non-GAAP gross profit ($2 million, 7.7% margin) for the first time since late 2023, driven by higher volumes and better execution.
  • Adjusted EBITDA loss narrowed to $4 million, the smallest quarterly adjusted EBITDA loss since Q3 2020, showing strong financial progress.
  • +7 more takeaways