Earnings Call Transcripts
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All Earnings Calls
CAE Q3 FY2026 Earnings Call - Transformation Launched: 10% of Commercial Sims Targeted for Rationalization to Boost Returns
CAE reported a solid Q3 with revenue of CAD 1.25 billion and improving cash generation, but management signaled a deliberate pivot from growth-at-all-costs to a disciplined, return-first playbook. The...
- Q3 consolidated revenue was CAD 1.25 billion, up 2% year over year.
- Adjusted Segment Operating Income was CAD 195.8 million, up 3% year over year; adjusted EPS was CAD 0.34 versus CAD 0.29 a year ago.
- CAE recorded CAD 7.3 million of transformation-related expenses in Q3, included in adjusted results and shaving roughly CAD 0.02 from adjusted EPS.
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Moderna Q4 2025 Earnings Call - mNEXSPIKE momentum, FDA refusal to file on flu clouds U.S. path
Moderna closed 2025 with $1.9 billion in revenue, deep cost cuts and a stronger cash position than expected, but a regulatory blow in the U.S. has introduced fresh uncertainty. mNEXSPIKE launched stro...
- Total 2025 revenue was $1.9 billion, with Q4 revenue of $700 million split roughly $300 million U.S. and $400 million international.
- Net loss for 2025 was $2.8 billion, loss per share $7.26, improved from a $3.6 billion loss in 2024.
- Cash and investments ended 2025 at $8.1 billion, including a $600 million initial draw on a $1.5 billion credit facility; excluding that draw cash would have been about $7.6 billion.
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Beyond Air Q3 FY2026 Earnings Call - 105% Revenue Gain as Gen2 FDA Review and Commercial Scale Become the Story
Beyond Air delivered a strong commercial quarter, with revenue up 105% year-over-year to $2.2 million and sequential growth of 21%. Management emphasized commercial traction for the first‑generation L...
- Revenue rose 105% year-over-year to $2.2 million for Q3 FY2026, and was up 21% sequentially versus the prior quarter.
- Gross profit turned positive at $300,000, compared with a gross loss of $200,000 a year ago and a prior-quarter gross loss of $300,000.
- Installed base and retention: Beyond Air reported LungFit PH in more than 45 hospitals, customer retention above 90%, and over half of customers under multi‑year agreements.
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AtlasClear Holdings Fiscal Second Quarter 2026 Earnings Call - Inflection: Revenue +84%, Net Income and Positive Equity
AtlasClear says the December quarter marked an inflection point. Revenue jumped to $5.1 million, up 84% year over year, while the company reported net income of $6.8 million and flipped stockholders' ...
- Revenue for the quarter was $5.1 million, an 84% increase year over year.
- Reported net income was $6.8 million, which includes non‑cash fair value adjustments.
- Stockholders' equity turned positive to $21.7 million, up from a deficit of $6.8 million at fiscal year‑end; management says equity rose nearly $60 million since year‑end 2024.
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Rithm Property Trust Q4 2025 Earnings Call - Recap Plan: $1.60-$1.70 EPS Target If Capital Raised
Rithm Property Trust finished Q4 2025 with a tidy balance sheet, a newly higher share price after a 6-for-1 reverse split, and a public plan to recapitalize the REIT into a cash-generating multifamily...
- Company completed a 6-for-1 reverse split to lift the share price, trading post-split roughly $15 to $16 versus about $2 pre-split.
- RPT reported Q4 GAAP earnings of $2.5 million and EAD of about negative $0.5 million, equating to $0.06 per diluted share for the quarter.
- Management states RPT has approximately $100 million of cash and liquidity on the balance sheet and total equity of about $300 million.
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NatWest Group Full Year 2025 Earnings Call - Strong results, lower CET1 target and a scale-up in wealth via Evolent Partners
NatWest delivered a clean, repeatable year: double digit income growth, tighter costs, robust capital generation and a big push into wealth. Income rose 12% to 16.4bn, operating leverage cut the cost ...
- NatWest reported robust full year 2025 results: income up 12% to 16.4bn, operating profit 7.7bn and profit attributable to shareholders 5.5bn, with RoTE of 19.2% and EPS +27% to 68p.
- Cost discipline improved materially, costs rose only about 2% while the cost income ratio fell 4.8 percentage points to 48.6%, delivering positive jaws of roughly 10% for the year.
- Balance sheet growth was broad based: lending grew 5.6% to 392.7bn, deposits rose 2.4% to 442bn, and assets under management and administration jumped 20% to 58.5bn.
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Rivian Q4 2025 Earnings Call - R2 launch to drive 2026 transition toward profitability
Rivian closed 2025 with concrete operational gains and a clear pivot: R2 is months away from customer deliveries and the company expects 2026 to be a transition year as it scales production and pushes...
- R2 is months from customer deliveries, with product, pricing, and lineup details to be announced March 12 and deliveries beginning in Q2 2026.
- R2 Launch Edition will be dual motor AWD, above 650 horsepower, and over 300 miles of range, positioned at a mass market price point around $45,000 to $50,000.
- 2025 was the first full year of positive gross profit for Rivian, driven by a greater than $1.3 billion improvement in full year gross profit versus the prior year.
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New Horizon Aircraft Q2 2026 Earnings Call - Full‑scale X7 prototype on track for end‑2026 with strongest cash position to date
Horizon used its first public earnings call to thread a clear, pragmatic needle: build a hybrid eVTOL that can fly farther, faster, and in real weather, and do it without burning cash on a parallel op...
- Company held its first public earnings call as a listed company covering fiscal Q2 2026.
- Cash balance was reported at more than $24 million, described as the company’s strongest liquidity position ever.
- The company raised over $11 million in the quarter via aftermarket program and warrant exercises at an average price of $281 per share.
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Airbnb Q4 2025 Earnings Call - Product fixes, Reserve Now Pay Later and pricing transparency reaccelerated growth
Airbnb closed 2025 with a clear message, not a miracle. Q4 results showed a tangible reacceleration driven by hundreds of small, deliberately stacked product changes under "Project Y," plus a material...
- Q4 headline results beat expectations, revenue $2.8 billion, up 12% year over year, GBV $20.4 billion, up 16% year over year.
- Nights and seats booked grew 10% in Q4, Airbnb’s strongest quarter for that metric in over two years, management attributes acceleration to product work rather than macro alone.
- Project Y, a small elite product team and operating model focused on rapid iterative fixes, delivered hundreds of millions in revenue in 2025 and is expected to contribute hundreds of millions more in 2026.
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Atomera Q4 2025 Earnings Call - Gate-All-Around proof points accelerate path to commercial deals in 2026
Atomera closed 2025 with technical breakouts that move the company from lab curiosity toward commercial seriousness. Management reported recent silicon results showing MST can be deposited into Gate-A...
- Breakthrough GAA silicon results, obtained last month, demonstrate MST can be deposited into nanosheet Gate-All-Around structures and still provide strong phosphorus diffusion blocking at ~2 nm scales.
- Atomera benchmarks MST as superior to silicon arsenide for diffusion blocking, and the industry prefers a non-arsenic solution for safety and cost reasons.
- The company has a strategic partnership with a large equipment OEM, which management says will accelerate conversations with leading fabs including TSMC, Samsung, Intel and Rapidus.
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