Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Bitdeer 3Q 2025 Earnings Call - Rapid Bitcoin Mining Growth and Bold AI Infrastructure Expansion
Bitdeer reported a staggering 173.6% year-over-year revenue surge to $169.7 million in Q3 2025, fueled by a 273.1% jump in its self-mining hash rate, exceeding its 40 exahash per second target with 41...
- Bitdeer’s Q3 2025 revenue soared 173.6% year-over-year to $169.7 million, driven by surging Bitcoin mining operations.
- Self-mining hash rate jumped 273.1% year-over-year and crossed 41.2 exahash per second, surpassing the 2025 target of 40 EX/s.
- Gross profit rose sharply to $40.8 million with improved fleet-wide energy efficiency, bolstering margins to 24.1%.
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EVgo Q3 2025 Earnings Call - Nearing Adjusted EBITDA Break-Even with Strong Network Growth and Operational Leverage
EVgo reported a solid Q3 2025 with $92 million in revenue, driven by record charging network revenues and nearly 4,600 operational stalls. The company is on track to achieve adjusted EBITDA break-even...
- EVgo delivered Q3 2025 total revenue of $92 million, a 37% YoY increase, with record charging network revenues of $56 million, up 33%.
- Operational stall count reached nearly 4,600, a 2.7x increase since end of 2021, with expectations for a large Q4 deployment surge.
- Company is approaching adjusted EBITDA break-even, anticipated in Q4 2025, marking a significant financial inflection point.
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Townsquare Media Q3 2025 Earnings Call - Digital Growth Offsets Broadcast Declines Amid AI-Driven Traffic Drops
Townsquare Media delivered Q3 2025 results largely in line with guidance, with total net revenue at $106.8 million and adjusted EBITDA at $22 million. The company reinforced its transformation into a ...
- Townsquare's Q3 2025 net revenue ($106.8M) and adjusted EBITDA ($22M) met prior guidance despite macroeconomic headwinds.
- Digital revenues accounted for 55% of total net revenue in the first nine months of 2025, more than double the industry average, underscoring Townsquare’s successful digital transformation.
- Programmatic digital advertising, representing 60% of the digital segment, grew at a high single-digit rate in Q3, signaling strong organic growth potential.
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Akebia Q3 2025 Earnings Call - Operational Hurdles Temper Strong Vafseo Launch and Clinical Promise
Akebia reported Q3 2025 revenues of $58.8 million, fueled primarily by $14.3 million in sales from Vafseo and continued strength in Auryxia. Despite Vafseo setting a high-water mark for dialysis thera...
- Vafseo generated $14.3 million in Q3 revenue with over 725 prescribers and more total prescriptions in 41 weeks than recent dialysis drugs.
- Vafseo prescribing access increased nearly 75%, from 40,000 to almost 70,000 patients, with key new provider additions including DaVita pilot and Innovative Renal Care (IRC).
- Operational challenges remain significant, slowing patient therapy starts and adherence in the dialysis setting where anemia treatment is highly protocolized.
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Roivant Q2 2025 Earnings Call - Breakthrough Data Drives Transformative Pipeline Momentum
Roivant’s Q2 2025 earnings call showcased a company on the cusp of significant transformation, propelled by landmark data from brepocitinib in dermatomyositis (DM) and batoclimab in Graves’ disease. T...
- Valor phase 3 data for brepocitinib in dermatomyositis met all 10 ranked endpoints with robust, rapid, and clinically meaningful responses.
- NDA submission for brepocitinib in DM remains on track for first half of 2026, aiming to introduce the first novel oral DM therapy.
- Graves’ disease batoclimab durable remission data showed approximately 81% of followed patients remained responders after six months off drug, illustrating disease-modifying potential.
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BARK Q2 FY2026 Earnings Call - Debt Free, Diversified Revenue, and Growing Margins Amid Tariff Headwinds
BARK reported a solid Q2 with $107 million revenue beating guidance and adjusted EBITDA slightly negative at $1.4 million, reflecting disciplined investment in growth. The company celebrated paying of...
- BARK is now debt-free after paying off its $45 million convertible note in cash, improving financial flexibility.
- Q2 revenue reached $107 million, exceeding guidance, with adjusted EBITDA of negative $1.4 million within expectations.
- Commerce segment revenue grew 6% year-over-year to $24.8 million, making up 24% of total revenue, its highest proportion ever.
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Compugen Q3 2025 Earnings Call - Strategic Focus on FC-Reduced TIGIT Antibodies and Clinical Progress
Compugen's Q3 2025 call highlights a pivotal phase under new CEO Eran Ophir, emphasizing the company's unique position in computational drug discovery, particularly with FC-reduced anti-TIGIT antibodi...
- Compugen appointed Eran Ophir as new President and CEO, emphasizing his prior role as CSO and deep scientific involvement.
- Company differentiates its FC-reduced anti-TIGIT antibodies, notably COM902, from FC-active counterparts, highlighting efficacy and safety advantages.
- FC-active anti-TIGIT antibodies underperformed due to depletion of effector T cells and T regs, limiting both efficacy and safety.
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Exodus Q3 2025 Earnings Call - Strategic Grateful Acquisition Pushes Exodus into Stablecoin Payments and On-Chain Stock Trading
Exodus delivered a robust quarter with $30.3 million in revenue, marking a 51% year-over-year surge driven by favorable digital asset prices and expanding partnerships. The big headline is the acquisi...
- Exodus reported $30.3 million in revenue for Q3 2025, a 51% increase year-over-year driven by higher digital asset prices and expanding partnerships.
- The company acquired Grateful, a startup focused on stablecoin merchant checkout experiences, marking Exodus’s entry into traditional and stablecoin payment infrastructure.
- Grateful’s payment app will launch next month in Argentina and Uruguay, targeting emerging markets with high inflation and demand for dollarized stablecoin payments.
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NLPaaS Q3 2025 Earnings Call - Robust Revenue Growth and Strategic Expansion into Crypto Lending and Tokenized Gold Financing
NLPaaS reported a solid Q3 2025 with revenue up 62% year-over-year, driven by accelerated growth in both supply chain and margin loans in the crypto financing sector. Total loans facilitated reached $...
- NLPaaS delivered 62% revenue growth year-over-year in Q3 2025, continuing accelerated momentum from earlier quarters.
- Total loans facilitated on NLPaaS Prime reached $2.4 billion, driven by increased client base and higher average loans per customer.
- Supply chain loan Loan-to-Value ratio stood at 59%, reflecting prudent risk management.
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Strata Critical Medical Q3 2025 Earnings Call - Accelerated Revenue Growth and Strategic Keystone Acquisition Propel Market Leadership
Strata Critical Medical reported a robust Q3 2025 marked by a 29% year-over-year organic revenue growth excluding Keystone, significantly outpacing transplant industry volume increases. The quarter sa...
- Strata accelerated year-over-year revenue growth to 29% in Q3 2025 on an organic basis, exceeding mid-teens guidance.
- Segment-adjusted EBITDA soared 80% YoY excluding Keystone, reflecting strong volume and improved fleet performance.
- Medical segment-adjusted EBITDA margin improved to over 15% in Q3 2025 from 10.8% prior year, showing efficiency gains.
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