Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Becton Dickinson Q4 & Full Year Fiscal 2025 Earnings Call - Navigating Transitory Headwinds While Driving Margin Expansion and Focused Growth
Becton Dickinson (BD) reported Q4 revenue of $5.9 billion, up 7% year-over-year, with 3.9% organic growth and full year revenue reaching a record $21.8 billion. The new BD segment structure achieved a...
- BD reported Q4 revenue of $5.9 billion, up 7% year-over-year, with 3.9% organic growth, and full year revenue reached a record $21.8 billion.
- New BD segment structure delivered accelerated organic growth of 4.9% sequentially, demonstrating strength in over 90% consumables revenue businesses.
- Adjusted diluted EPS grew 9.6% to $14.40 for the full year despite a two-point tariff headwind, supported by a record 25% adjusted operating margin.
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Somnigroup Q3 2025 Earnings Call - Mattress Firm Integration and Brand Synergies Propel Record Performance
Somnigroup reported a record third quarter in 2025, fueled by a successful acquisition and integration of Mattress Firm and robust growth across its Tempur Sealy and international businesses. Despite ...
- Somnigroup achieved a record Q3 2025, with net sales increasing ~63% to $2.1 billion, adjusted EBITDA up 52% to $419 million, and adjusted EPS rising 16% to $0.95 per share.
- Like-for-like sales growth was 5%, driven by strong Tempur Sealy North America performance (5% growth) and robust 11% growth in international sales despite challenging markets.
- Mattress Firm's same-store sales rose 5%, supported by in-store execution, training, and the rollout of Tempur brand walls to increase customer engagement and sales.
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Warner Bros. Discovery Q3 2025 Earnings Call - Studio resurgence and global streaming scale drive transformation
Warner Bros. Discovery reported strong Q3 2025 results highlighted by the studio regaining the top global box office spot and HBO Max's accelerating international expansion. CEO David Zaslav emphasize...
- Warner Bros. Discovery leads 2025 global box office revenue with over $4 billion, boosted by original films like Superman and The Conjuring sequels.
- The studio aims to exceed $2.4 billion in EBITDA in 2025, targeting $3 billion EBITDA in the near future through disciplined content investments and franchise stewardship.
- HBO Max streaming service is available in more than 100 countries, with a subscriber base expected to exceed 150 million by end of 2026.
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Millicom Q3 2025 Earnings Call - Strong Organic Growth and Strategic Expansion Amid Regulatory Hurdles
Millicom delivered a robust third quarter in 2025, marked by accelerated organic growth and strategic acquisitions of Uruguay and Ecuador, which expand its footprint to 11 countries. Mobile service re...
- Millicom grew mobile service revenue organically by 5.5% year-over-year, its strongest growth since 2021, led by prepaid ARPU expansion and postpaid base growth of 14%.
- Adjusted EBITDA hit a record $695 million with a margin of 48.9%, driven by cost discipline and operational efficiencies across markets.
- The company added nearly 250,000 postpaid mobile customers and 60,000 new home subscribers, strengthening its convergence strategy.
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EDAP TMS Q3 2025 Earnings Call - Robust HIFU Growth and Strategic Clinical Advancements Propel Momentum
EDAP TMS posted a strong Q3 2025 with record global revenues hitting $16.1 million, powered by a 57% surge in their core HIFU business to $7.7 million, marking back-to-back quarters of record performa...
- EDAP TMS achieved record Q3 2025 revenues of $16.1 million, driven by a 57% year-over-year increase in HIFU revenue to $7.7 million.
- Focal One placements surged 167% versus prior year, with eight units installed in Q3, including at University of Virginia and University of Michigan.
- Focal One is now integrated in 21 of 35 SUO-approved fellowship programs, covering 60% of US academic centers, enhancing clinical adoption and training.
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D-Wave Q3 2025 Earnings Call - Demonstrated quantum advantage and expanding commercial traction
D-Wave's Q3 2025 report reveals strong commercial momentum with 100% revenue growth year-over-year, driven by system sales upgrades, quantum computing as a service (QCAS), and professional services. N...
- D-Wave reported Q3 2025 revenue of $3.7 million, doubling year-over-year, with diverse revenue streams from system upgrades, QCAS, and professional services.
- Signed a EUR 10 million, five-year contract with Q Alliance and the Italian government for half-capacity access to an Advantage II system, highlighting global expansion.
- Demonstrated quantum advantage on real-world optimization problems, outperforming classical and competing quantum approaches by up to 1,000x on test cases.
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Galapagos 3Q 2025 Earnings Call - Strategic Wind Down of Self-Therapy Business and Pivot to Business Development
Galapagos' third quarter 2025 earnings call revealed a company at a crossroads, decisively moving away from its self-therapy business after a futile five-month effort to find viable buyers. Despite of...
- Galapagos to wind down its self-therapy business after no viable acquisition offers despite offering minimal upfront consideration and capital support.
- Approximately 365 employees across sites in Belgium, Netherlands, US, China affected; company in consultation with Works Councils, expecting resolution by Q1 2026.
- Company holds approximately €3 billion in cash and investments (~€46 per share), with significant interest income and royalty streams from Jyseleca continuing into the mid-2030s.
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Oscar Health 3Q 2025 Earnings Call - Navigating Higher Morbidity and Positioned for 2026 Profitability
Oscar Health reported a 23% revenue surge to $3 billion in Q3 2025 amid rising market morbidity driven by Medicaid redeterminations and program integrity efforts. Despite a 380 basis point increase in...
- Q3 2025 revenue rose 23% year over year to approximately $3 billion driven by higher membership.
- Medical Loss Ratio increased 380 basis points to 88.5%, reflecting higher market morbidity and program integrity impacts.
- SG&A expense ratio improved by 150 basis points to 17.5%, showcasing disciplined cost management and operating leverage.
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Celsius Holdings Q3 2025 Earnings Call - Strategic Expansion and Integration Drive Market Share Growth and Portfolio Scaling
Celsius Holdings marked a pivotal third quarter in 2025 with transformative moves building on their acquisition of Alani Nu and the addition of Rockstar Energy, further cementing their role as PepsiCo...
- Celsius Holdings expanded its energy portfolio with the acquisition of Rockstar Energy and deeper integration of Alani Nu into PepsiCo’s U.S. distribution network beginning December 1, 2025.
- The company’s total energy portfolio achieved over 20% U.S. energy drink market share in tracked channels, growing 31% year-over-year versus the category’s slower pace.
- Third quarter 2025 revenue surged 173% year-over-year to approximately $725 million, driven by brand portfolio growth and international expansion.
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United Homes Group Q3 2025 Earnings Call - Navigating Uneven Market with September Sales Rebound and Expanding Communities
United Homes Group reported a challenging third quarter in 2025 amidst a sluggish housing market marked by elevated inventory levels and affordability pressures. The company experienced a decline in r...
- United Homes Group's board completed a strategic review and decided to remain an independent public company amid current macroeconomic conditions.
- Several board members plan to resign by November 14, with steps underway to appoint new independent directors to comply with NASDAQ rules.
- Q3 2025 saw uneven demand due to high inventory levels and affordability challenges, negatively impacting industry confidence and sales.
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