Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
DoorDash Q3 2025 Earnings Call - Strategic Tech Platform Investment and Autonomous Delivery Drive Growth
In Q3 2025, DoorDash laid out an ambitious investment plan for 2026 centered on a new global tech platform integrating AI, product expansion, and autonomous delivery capabilities. CEO Tony Xu emphasiz...
- DoorDash plans to significantly increase investments in 2026, focusing mainly on building a new global technology platform that unifies DoorDash, Deliveroo, and Wolt under a single global stack.
- The new tech platform is being architected to be AI native, enabling faster, simultaneous feature rollouts across all markets and improving engineering efficiency and cost structure over time.
- DoorDash is commercializing its autonomous delivery efforts in 2026, including the DoorDash Dot vehicle that operates across road, sidewalk, and bike lanes, embracing a multimodal fulfillment vision.
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Joby Aviation Q3 2025 Earnings Call - Entering Final Certification Stage and Scaling Production Amid Rising Demand
Joby Aviation's Q3 2025 call spotlighted a pivotal milestone: commencing power-on testing of their first Type Inspection Authorization (TIA) aircraft, signaling entry into the final certification phas...
- Joby began power-on testing for their first TIA aircraft, marking entry into the last phase before Type Certification.
- Certification relies on a decade-long FAA collaboration, a stable design, and FAA-approved manufacturing processes.
- They performed multiple demonstration flights including a first A to B mission and showcased at the California International Air Show.
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Workiva Q3 2025 Earnings Call - Strong Revenue Beat, Margin Expansion, and Platform Consolidation Momentum
Workiva posted a robust Q3 2025 with 21% total revenue growth and 23% subscription revenue growth, surpassing guidance and prompting an increase in full-year revenue and margin outlooks. Large contrac...
- Q3 total revenue grew 21% year-over-year to $224 million, beating the high end of guidance by $4 million.
- Subscription revenue jumped 23% year-over-year to $210 million, driven by new customers and expansions.
- Large contract counts surged: contracts over $100K increased 23%, over $300K increased 41%, and over $500K increased 42% compared to Q3 2024.
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Robinhood Q3 2025 Earnings Call - Record Revenue Growth and Strategic Expansion in Prediction Markets and Tokenization
Robinhood reported a blockbuster Q3 2025 with revenue doubling year-over-year to nearly $1.3 billion, driven by record trading volumes across equities, options, and crypto. The company emphasized rele...
- Robinhood’s Q3 revenue nearly doubled year-over-year to a record $1.3 billion on strong equity, options, and crypto trading volumes.
- Prediction Markets volume surged to 2.3 billion contracts in Q3, doubling every quarter since launch last year and trending toward a $300 million annual run rate.
- Active trader product innovation remains a top priority, including shorting, multi-broker accounts, AI-powered indicators, and a new social trading platform.
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Consensus Cloud Solutions Q3 2025 Earnings Call - Corporate Growth and VA Expansion Offset SOHO Decline
Consensus Cloud Solutions delivered a steady Q3 2025, with total revenue flat year-over-year at $87.8 million, driven by robust 6.1% growth in the corporate channel which reached a record $56.3 millio...
- Consensus Cloud Solutions grew corporate revenue 6.1% year-over-year in Q3 2025 to a record $56.3 million despite a tough prior year comparable quarter.
- The corporate customer base expanded 12% year-over-year to approximately 65,000 clients, driven mainly by 6,700 net adds in the eFax Protect SMB cohort.
- The VA federal channel achieved record usage and revenue in Q3, continuing rollout to over 50% of sites with potential to double revenue from $5 million+ in 2025 to $10-20 million over a 3+ year horizon.
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Dutch Bros Q3 2025 Earnings Call - Transaction Growth Surges Amid Aggressive Store Expansion and Digital Innovation
Dutch Bros posted a robust third quarter in 2025, delivering a 25% revenue increase with system same shop sales up 5.7%, fuelled by sustained transaction growth across all day parts and broad geograph...
- Dutch Bros achieved 25% revenue growth in Q3 2025, driven by 5.7% system same shop sales growth and robust transaction increases.
- The company recorded its fifth consecutive quarter of transaction growth, an outlier in the current market environment, with system transactions up 4.7%.
- Record-high average unit volumes (AUVs) signal strong new store productivity and brand portability across 24 states, including six new state expansions in 2025.
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AMC Entertainment Q3 2025 Earnings Call - Strong Market Share Gains and Premium Pricing Offset Industry Softness
AMC Entertainment reported a solid third quarter of 2025, beating Wall Street expectations with $1.3 billion revenue and $122 million adjusted EBITDA despite an 11% industry-wide box office decline. T...
- AMC posted $1.3 billion in revenue and $122 million adjusted EBITDA for Q3 2025, surpassing Wall Street consensus.
- North American box office declined ~11% in Q3, reflecting tough comparisons, yet AMC's revenue dropped only 3.9% consolidated and 5% domestically.
- AMC increased its U.S. market share to approximately 24%, well ahead of competitors Regal and Cinemark at 15% each.
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Coherent Q1 Fiscal 2026 Earnings Call - Robust Data Center Demand and Indium Phosphide Capacity Expansion Drive Strong Growth
Coherent kicked off fiscal 2026 with nearly 20% pro forma revenue growth and a remarkable 73% jump in EPS year-over-year, fueled by surging demand in AI data center and communications segments. The co...
- Coherent delivered 19% pro forma revenue growth and 73% EPS growth year-over-year in Q1 fiscal 2026, excluding aerospace and defense divestiture.
- Data center and communications segment drove growth with 7% sequential and 26% year-over-year revenue increases, led by 800 gig and 1.6T transceivers.
- Supply constraints on indium phosphide lasers, particularly EMLs, limited Q1 data center growth to 4% sequential but improvements expected in Q2 and beyond.
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Resideo 3Q 2025 Earnings Call - Record Margins Amid Transitory Headwinds and ERP Challenges
Resideo reported solid execution in the third quarter of 2025 with record-high adjusted EBITDA and EPS surpassing guidance. Organic revenue grew modestly despite macroeconomic and operational headwind...
- Resideo achieved record highs in adjusted EBITDA and EPS in Q3 2025, beating the high end of their outlook.
- Total net revenue grew 2% year over year, with 1% currency benefit; organic growth was low single digits in both ADI and Products & Solutions (P&S) segments.
- Both ADI and P&S delivered consecutive quarters of gross margin expansion (sixth for ADI, tenth for P&S), driving strong profitability.
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Procore Technologies Q3 2025 Earnings Call - Strong Growth Amidst Macro Headwinds and Leadership Transition
Procore Technologies delivered a solid Q3 2025 with 14.5% year-over-year revenue growth, non-GAAP operating margins expanding to 17%, and a broad mix of new customer wins and expansions despite ongoin...
- Procore achieved 14.5% revenue growth year-over-year in Q3, consistent with previous quarters despite construction industry headwinds.
- Non-GAAP operating margin expanded to 17%, a 380 basis point improvement quarter-over-quarter, backed by operational efficiency and some one-time benefits.
- Ajay Gopal will succeed founder Tooey Courtemanche as CEO, bringing 35+ years of technology leadership and experience scaling global software businesses.
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