Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Ferroglobe Q3 2025 Earnings Call - Trade Measures Set to Rebalance Markets and Boost 2026 Outlook
Ferroglobe’s Q3 2025 results reveal a business grappling with significant headwinds from unfair trade practices and aggressive imports, particularly in Europe. While volumes and revenues slipped sharp...
- Ferroglobe experienced a 19% sequential decline in revenues to $312 million in Q3 2025 driven by volume drops across silicon metal, silicon base alloys, and manganese alloys.
- Despite lower volumes, adjusted EBITDA remained resilient at $80 million across main segments, reflecting improved margins and cost efficiency, especially from lower energy expenses in Europe.
- The company filed a trade case in the U.S. targeting unfairly priced imports of silicon metal from Angola, Australia, Laos, Norway, and Thailand, leading to preliminary countervailing duties up to 240%.
- +9 more takeaways
Playtika Q3 2025 Earnings Call - Superplay Drives Record D2C Revenue Amid Slotomania Challenges
Playtika’s Q3 2025 earnings call revealed a notable pivot towards their Superplay portfolio, spearheaded by Disney Solitaire which surpassed $200 million in annualized run rate revenue, outpacing any ...
- Disney Solitaire scaled faster than any game in Playtika’s 15-year history, tracking over $200 million annualized run rate.
- Superplay portfolio was central to growth, driving record direct-to-consumer revenue of $209.3 million, up 20% year-over-year.
- D2C revenue now comprises 31% of total revenue; company targets 40% D2C run rate in two years.
- +9 more takeaways
SelectQuote Fiscal Q1 2026 Earnings Call - Navigating SEP Challenges and SelectRx Reimbursement Headwinds While Positioning for AEP Growth
SelectQuote reported a solid start to fiscal 2026 with consolidated revenue up 13% year-over-year at $329 million, driven largely by the healthcare services and life insurance segments. However, the s...
- Consolidated revenue grew 13% year-over-year to $329 million, driven by healthcare services and life insurance expansion.
- Senior segment revenue declined 37% to $59 million due to reduced Medicare Advantage policy production from new SEP eligibility rules.
- Senior segment EBITDA loss of $21 million aligned with expectations, reflecting SEP impacts and pre-AEP agent investments.
- +9 more takeaways
BeOne Medicines Q3 2025 Earnings Call - Rukinza Tops $1B Quarterly Revenue, Sonro Advances as Next-Gen BCL2 Inhibitor with Breakthrough Designation
BeOne Medicines delivered a strong Q3 2025 with $1.4 billion in revenue, powering 41% year-over-year growth. Rukinza, now the global BTK inhibitor leader, surpassed $1 billion in quarterly sales drive...
- BeOne Medicines reported $1.4 billion revenue in Q3 2025, up 41% year-over-year.
- Rukinza achieved over $1 billion in quarterly global revenue for the first time, growing 51%, and is now the global BTK inhibitor market leader.
- The phase three Sequoia trial shows Rukinza delivering 74% progression-free survival (PFS) at six years in first-line CLL, outperforming other BTK inhibitors.
- +12 more takeaways
Stagwell Q3 2025 Earnings Call - Strategic Pivot to AI with Palantir Partnership Powers Growth and Margin Expansion
Stagwell reported robust Q3 2025 results with a 12% revenue increase and a two-year stacked organic ex-advocacy growth acceleration to 8.4%, setting the stage for an expected double-digit growth in Q4...
- Stagwell delivered $743 million total revenue (+12% YoY) and $615 million net revenue (+10% ex-advocacy), with two-year stacked organic ex-advocacy growth accelerating to 8.4%.
- Ex-advocacy EBITDA rose 23% YoY to $103 million; the 18% margin is the highest in two years, aided by cost reduction initiatives.
- Adjusted EPS increased 9% YoY to $0.24; YTD operating cash flow improved by $100 million owing to working capital initiatives.
- +17 more takeaways
Canada Goose Q2 Fiscal 2026 Earnings Call - Direct-to-Consumer Strength Drives Growth Amid Wholesale Stability
Canada Goose reported a mixed second quarter with robust momentum in its direct-to-consumer (D2C) channel offset by stable yet slightly softer wholesale revenue. The company marked 10 consecutive mont...
- Direct-to-consumer comparable sales grew 10% year-over-year, marking 10 consecutive months of positive comps.
- D2C revenue increased 21%, driven by new product introductions representing about 40% of D2C sales versus 10% last year.
- Wholesale revenue declined 5% in Q2 and 3% year-to-date, reflecting a deliberate scaling back and focus on brand elevation and inventory health.
- +12 more takeaways
Americold Realty Trust Q3 2025 Earnings Call - Navigating Challenging Demand and Capacity Pressures with Strategic Focus on Market Share and Long-term Growth
Americold Realty Trust reported Q3 2025 results in line with expectations despite ongoing headwinds from lower consumer demand and an influx of speculative capacity. CEO Rob Chambers emphasized the st...
- Americold delivered Q3 2025 AFFO per share of $0.35, meeting expectations amid industry headwinds.
- The company’s portfolio is diversified across four cold chain nodes: production-attached, four distribution centers, retail distribution centers, and port facilities.
- Production-attached facilities (30% capacity/revenue) have long-term fixed commitments and high economic occupancy, representing a strategic growth area.
- +12 more takeaways
Albemarle Corporation Q3 2025 Earnings Call - Strong Operational Execution Amidst Lithium Pricing Pressure
Albemarle reported solid third-quarter 2025 results highlighted by record lithium production, disciplined cost controls, and strong free cash flow generation despite a challenging lithium pricing envi...
- Albemarle delivered $1.3 billion in net sales and $226 million adjusted EBITDA, a 7% increase despite lower lithium prices.
- Energy storage sales volumes outperformed with record integrated lithium conversion production and higher spodumene sales.
- The company generated $356 million in cash from operations in Q3, a 57% year-over-year increase due to cost discipline and higher EBITDA.
- +12 more takeaways
BCE Q3 2025 Earnings Call - Accelerating Fiber Growth and AI-Powered Solutions Drive Long-Term Strategy
BCE’s Q3 2025 results underscore strong execution of a newly unveiled three-year strategic plan centered on fiber expansion, wireless innovation, AI-powered enterprise solutions, and digital media gro...
- BCE unveiled a three-year strategic plan focusing on fiber, wireless, AI-powered solutions, and digital media growth.
- Ziply Fiber acquisition (starting August 1) exceeds initial investment case, adding 65,000 fiber subscribers in Q3 including U.S. operations.
- Ziply Fiber’s fiber footprint reaches 1.4 million homes now, targeting 3 million by 2028 and 8 million through partnership expansion over time.
- +13 more takeaways
Smith Micro Software Q3 2025 Earnings Call - Strategic Cost Cuts Accelerate Trajectory Toward Profitability in Mid-2026
Smith Micro Software’s third quarter 2025 results reveal a company in the midst of decisive transformation. Revenue slipped 6% year-over-year to $4.3 million, slightly missing guidance due to delayed ...
- Q3 2025 revenue stood at $4.3 million, down 6% year-over-year and slightly below guidance due to delayed carrier contract finalizations.
- Smith Micro executed strategic cost reductions saving approximately $7.2 million annually by reducing workforce by about 30%.
- The company aims for profitability by mid-2026, bolstered by cost realignment and operational efficiencies.
- +9 more takeaways