Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Chime Q3 2025 Earnings Call - Robust Growth and Margin Expansion Fueled by Product Innovation and Tech Investment
Chime showcased a strong Q3 2025 with 29% year-over-year revenue growth and a 9-percentage-point expansion in adjusted EBITDA margin, driven by 21% growth in active members to 9.1 million and heighten...
- Chime reported 29% year-over-year revenue growth in Q3 2025, surpassing guidance.
- Active members increased 21% year-over-year to 9.1 million, with 400,000 sequential adds from Q2.
- Adjusted EBITDA margin improved by 9 percentage points year-over-year to 5%.
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ACV Q3 2025 Earnings Call - Record Revenue and Market Share Growth Amidst Dealer Wholesale Market Pressures
ACV reported a strong third quarter performance with record revenue of $200 million, a 16% year-over-year increase, and 10% growth in vehicle sales despite ongoing deceleration in the dealer wholesale...
- ACV achieved record Q3 revenue of $200 million, up 16% year over year, selling 218,000 vehicles (10% growth) despite a declining dealer wholesale market.
- The company updated 2025 revenue guidance to $756-$760 million, reflecting 19% growth, and expects adjusted EBITDA to double year over year to $56-$58 million.
- Dealer wholesale market conditions softened further in Q4 with expected mid-single digit declines and accelerated vehicle price depreciation.
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Figma Q3 2025 Earnings Call - AI-Driven Platform Momentum Fuels Record Growth and Expansion
Figma delivered a historic Q3 2025 with $274 million in revenue, surpassing $1 billion annual run rate and achieving a 38% year-over-year growth. The company credited strong adoption of its AI-native ...
- Figma achieved $274 million revenue in Q3 2025, marking 38% year-over-year growth and surpassing $1 billion annualized revenue run rate.
- Q3 marked Figma's best quarter ever for sequential net revenue added, driven by accelerated product adoption and platform expansion.
- Net dollar retention improved to 131%, fueled by faster uptake of new products like Figma Make and increased multi-product usage (70%+ customers use 3+ products).
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Remitly Q3 2025 Earnings Call - Accelerating Growth Via Business Expansion and High-Amount Senders
Remitly reported a robust Q3 2025 with 25% year-over-year revenue growth driven by expanding customer categories and new products. The company notably scaled its Remitly Business platform globally, al...
- Remitly achieved 25% revenue growth and 15% adjusted EBITDA margin in Q3 2025, exceeding guidance despite the toughest quarterly comps.
- Send volume rose 35% year-over-year to $19.5 billion, driven by higher send volume per active user and a 21% increase in active customers to 8.9 million.
- Remitly Business platform expanded internationally to the U.K. and Canada, growing business users to nearly 10,000 and nearly doubling business send volume sequentially.
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Snap Inc Q3 2025 Earnings Call - Accelerating Direct Response Ad Growth and AR Innovation Amid Engagement Headwinds
Snap Inc reported a solid third quarter in 2025 with revenue up 10% year-over-year to $1.51 billion, driven primarily by direct response advertising and expanding direct revenue streams, including a 5...
- Snap reported $1.51 billion in revenue for Q3 2025, up 10% year-over-year, driven by improved advertising demand and expansion of direct revenue streams.
- Daily Active Users (DAU) grew 8% year-over-year to 477 million, with Monthly Active Users (MAU) reaching 943 million, inching toward the 1 billion MAU target.
- Direct response advertising revenue increased 8% year-over-year and 13% quarter-over-quarter, fueled by strong SMB customer growth and pixel/app purchase optimization.
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Sezzle Q3 2025 Earnings Call - Strategic Pivot Back to Subscriptions Fuels Profitable Growth
Sezzle’s Q3 2025 results showcased robust financial performance with 67% year-over-year revenue growth, first $1 billion GMV quarter, and sustained profitability metrics including a 22.8% GAAP net inc...
- Sezzle reported strong Q3 2025 results: 67% revenue growth YoY to $116.8M, $1B GMV in the quarter, GAAP net income margin at 22.8%, and adjusted EBITDA margin of 33.9%.
- The company is pivoting from on-demand BNPL products back to subscription-focused offerings, prioritizing higher lifetime value and profitability despite potentially slower GMV growth.
- On-demand remains a key tool to attract enterprise merchants but is less emphasized for direct consumer acquisition due to weaker conversion and lower profit profile.
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TKO Q3 2025 Earnings Call - Landmark Media Rights Deals and Strong Live Events Momentum Signal Growth
TKO's Q3 2025 earnings call highlighted a milestone quarter marked by major media rights agreements and robust live events performance. UFC secured a seven-year, $7.7 billion deal with Paramount Globa...
- TKO secured landmark media rights deals for UFC and WWE, locking in multi-year high-margin revenue streams starting 2026.
- UFC's seven-year $7.7 billion deal with Paramount Global doubles the previous average annual value, positioning UFC alongside major sports properties on Paramount+ and CBS.
- WWE's five-year live events partnership with ESPN launched early with the new WrestlePalooza event, increasing deal value by over 1.8 times and boosting WWE’s exposure.
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Array Technologies Q3 2025 Earnings Call - Strong Revenue Growth and APA Acquisition Drive Market Momentum
Array Technologies reported an exceptional third quarter in 2025, with revenue soaring 70% year over year to $393 million, fueled by a 56% volume surge and the mid-quarter acquisition of APA contribut...
- Q3 revenue of $393 million signifies 70% YoY growth, driven by 56% volume increase and $17 million from APA acquisition.
- Year-to-date revenue exceeds $1 billion, beating full-year 2024 revenues, with volume up 74% YoY.
- Adjusted gross margin improved sequentially to 28.1%, despite tariff-related drag and inflationary pressure.
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SiTime Q3 2025 Earnings Call - Robust 115% Growth in Communications & Data Center Segment Drives Record Revenue and Margin Expansion
SiTime reported a milestone third quarter in 2025 with revenue rising 45% year-over-year to $83.6 million, driven by a blistering 115% increase in the Communications, Enterprise, and Data center (CED)...
- SiTime achieved record Q3 2025 revenue of $83.6 million, up 45% year-over-year, driven predominantly by the Communications, Enterprise, and Data center (CED) segment growth of 115%.
- Gross margin improved by 70 basis points to 58.8%, helped by favorable product mix—CED now represents 51% of revenue—and scaling efficiencies.
- Non-GAAP earnings per share more than doubled year-over-year to $0.87, reflecting leverage from top-line growth and disciplined expense management.
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Paycom Third Quarter 2025 Earnings Call - AI-Driven Automation Propels Growth Amid Strong Financials
Paycom delivered a robust third quarter in 2025, fueled by double-digit organic recurring revenue growth and margin expansion, setting the stage to exceed full-year financial targets. The company spot...
- Paycom posted strong Q3 results with 9.1% revenue growth and 10.6% recurring revenue growth year-over-year.
- AI products Iwant and Betty are central to Paycom's growth, enhancing automation and user engagement across client organizations.
- Iwant enables intuitive command-driven access to HR/payroll data, rapidly adopted by employees and notably by C-suite executives.
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