Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
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.
- +13 more takeaways
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.
- +12 more takeaways
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.
- +11 more takeaways
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.
- +17 more takeaways
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.
- +12 more takeaways
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.
- +17 more takeaways
Dole PLC Third Quarter 2025 Earnings Call - Strategic $100M Buyback and Resilient Diversified Portfolio Offset Fresh Fruit Cost Pressures
Dole PLC reported a solid Q3 2025, meeting market expectations amid ongoing macro volatility and industry-specific headwinds. The firm completed the sale of its non-core fresh vegetable division, unlo...
- Dole PLC reported Q3 2025 revenue of $2.3 billion, up 10.5% reported and 8% on a like-for-like basis, driven mainly by diversified fresh produce segments.
- The company completed the sale of its fresh vegetable business in August, generating $68 million in cash and refocusing on three core divisions.
- A $100 million share repurchase program was approved to be used opportunistically, adding flexibility to capital allocation and shareholder returns.
- +13 more takeaways
AT&S H1 25-26 Earnings Call - Turnaround to Positive Cash Flow and Strategic Growth Amid Market Challenges
AT&S reported a solid first half for fiscal year 25-26, showcasing a crucial turnaround from substantial operating free cash flow losses to a positive EUR 125 million, marking a significant step towar...
- AT&S achieved a turnaround from negative operating free cash flow of minus EUR 345 million to positive EUR 125 million in H1 25-26.
- Revenue grew to EUR 846 million, a 6% increase in euros, approximately 15% in dollars, despite unfavorable dollar exchange rates.
- EBITDA improved to EUR 175 million with a margin of 21%, supported by internal cost management and operational efficiency.
- +9 more takeaways
Liberty Media Corporation 2025 Third Quarter Earnings Call - Strengthening Global Motorsport Brands with Apple Partnership and Live Nation Spin-Off
Liberty Media closed the third quarter of 2025 with solid momentum across its core motorsport assets, Formula One and MotoGP, and is finalizing the spin-off of Liberty Live, which holds significant Li...
- Liberty Media expects to complete the spin-off of Liberty Live on December 15, highlighting their position in Live Nation stock and asset-backed equity.
- Formula One renewed a multiyear global partnership with Heineken, demonstrating sustained commercial momentum despite one fewer race in Q3 2025.
- Formula One signed a landmark five-year U.S. distribution deal with Apple to innovate content delivery and tap into Apple's ecosystem for fan engagement.
- +9 more takeaways
Viasat Q2 2026 Earnings Call - Strategic Growth Fueled by Satellite Launch Delays, Spectrum Value, and Defense Backlog Expansion
Viasat's Q2 fiscal 2026 results show tangible progress amid headwinds. Revenue rose modestly by 2%, with adjusted EBITDA climbing 3%. A notable $61 million net loss improved from $138 million year-ove...
- Viasat reported a net loss of $61 million in Q2 FY2026, improving significantly from a $138 million loss a year earlier.
- Revenue grew 2% year-over-year to $1.1 billion, driven by 3% growth in defense/advanced technology (DAT) and 1% growth in communication services.
- Adjusted EBITDA increased 3% to $385 million, with a 34% margin; communication services EBITDA grew while DAT EBITDA declined due to R&D investments and segment shifts.
- +12 more takeaways