Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Acacia Research Q3 2025 Earnings Call - Robust Portfolio Execution Amid Geopolitical and Macroeconomic Headwinds
Acacia Research reported strong third-quarter 2025 results highlighted by a 155% year-over-year revenue surge, primarily fueled by Deflecto's full integration. Despite ongoing tariff and economic pres...
- Acacia's total revenue reached $59.4 million in Q3 2025, marking a 16% sequential and 155% year-over-year increase, largely due to full-quarter contribution from Deflecto.
- Adjusted EBITDA for the company stood at $8 million with segment adjusted EBITDA at $12.6 million; free cash flow totaled $7.7 million despite a GAAP loss of $0.03 per share.
- Benchmark Energy, acquired via Revolution Assets in April 2024, maintains stable production with over 70% hedged through early 2028, mitigating downside commodity risks.
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New York Times Company Q3 2025 Earnings Call - Robust Subscriber Growth and Video Expansion Drive Multi-Revenue Growth
The New York Times Company delivered a strong third quarter in 2025, underscoring the effectiveness of its multi-revenue stream strategy that combines subscriptions, advertising, licensing, and affili...
- The New York Times added 460,000 net new digital subscribers in Q3, growing total digital subscribers to 12.3 million, advancing towards a 15 million target.
- Digital subscription revenue increased by 14% year-over-year due to higher subscriber count and increased ARPU, which rose 3.6% to $9.79 driven by stepped-up pricing.
- The company significantly expanded its video journalism output across news, podcasts (converted to video shows), Cooking, and The Athletic, enhancing user engagement and broadening platform reach.
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Inspired Entertainment Third Quarter 2025 Earnings Call - Strategic Shift to Digital Fuels Margin Expansion and Strong Interactive Growth
Inspired Entertainment reported a robust third quarter with adjusted EBITDA reaching $32.3 million and a trailing 12-month figure of $110 million, comfortably ahead of last year's consensus. The compa...
- Adjusted EBITDA of $32.3 million in Q3 2025 and $110 million trailing 12 months, surpassing consensus and prior year.
- Strategic sale of holiday parks business closed November 7, enabling margin expansion, lower capital expenditures, and near 40% headcount reduction.
- Interactive segment achieved more than 40% year-over-year adjusted EBITDA growth for ninth consecutive quarter; October 2025 was the single largest revenue month in segment history.
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MBIA Third Quarter 2025 Earnings Call - Significant Progress and Reduced Uncertainty in Puerto Rico Exposure Drive Improved Loss Metrics
MBIA's Q3 2025 results show tangible improvements compared with Q3 2024, driven largely by a lower net loss of $8 million versus $56 million previously. The standout factor is the substantial progress...
- MBIA reported a consolidated GAAP net loss of $8 million in Q3 2025, a marked improvement from a $56 million loss in Q3 2024, primarily driven by National’s PREPA exposure improvements.
- National sold $374 million of PREPA-related bankruptcy claims at prices exceeding prior valuations, reducing gross PAR on PREPA exposure to $425 million.
- National’s losses and LAE in the quarter showed a net benefit of $54 million versus a $2 million loss in the prior year, reflecting revised loss reserving and timing assumptions for PREPA resolution.
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Aflac Incorporated Q3 2025 Earnings Call - Strong profitability driven by actuarial assumption unlock and strategic initiatives
Aflac Incorporated reported a robust Q3 2025 with adjusted EPS up 15.3% year-over-year to $2.49, buoyed by significant remeasurement gains on reserves adding $0.76 to EPS. The company’s Japan segment ...
- Adjusted EPS increased 15.3% to $2.49, with no foreign exchange impact.
- Remeasurement gains on reserves totaled $580 million, boosting EPS by $0.76.
- Japan net earned premiums declined 4%, underlying premiums down 1.2%, reflecting long-term premium pressures.
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WideOpenWest Q3 2025 Earnings Call - Maintaining Challenger Status with Strong Growth Despite Pending Acquisition
WideOpenWest’s Q3 2025 earnings call was marked by silence on detailed results amid a pending acquisition by DigitalBridge Investments and Crestview Partners. CEO Teresa Elder highlighted that the com...
- WideOpenWest is under acquisition by DigitalBridge Investments and Crestview Partners, halting detailed commentary on Q3 results.
- Company maintains its challenger brand status, primarily competing against Comcast and Charter in legacy markets.
- In legacy markets, WOW sees strong high-speed data rate (HSDR) pool growth and near record low customer churn.
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Coca-Cola Europacific Partners Q3 2025 Earnings Call - Reaffirming Growth Amid Mixed Regional Pressures and Strategic Investments
Coca-Cola Europacific Partners (CCEP) delivered a solid Q3 2025 with modest volume growth of 0.4% and revenue up 3.2%, driven by strong brand performances including Coke Zero and Monster energy drinks...
- CCEP posted 0.4% volume growth and 3.2% revenue growth in Q3 2025, driven by strong brand activation and innovation.
- Coke Zero grew 6.3% benefiting from high-profile collaborations such as Star Wars and the English Premier League partnership.
- Monster energy volumes surged 24% in Q3 and 18% year-to-date, supported by innovative product launches like Lando Norris Ultra.
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Zepp Health Corporation Q3 2025 Earnings Call - Robust 78.5% Revenue Growth and Operational Breakeven Mark Key Milestones
Zepp Health posted a strong Q3 2025 with revenue surging 78.5% year-over-year to $75.8 million, validating its multi-tier Amazfit brand strategy and product innovation. The flagship Amazfit T-Rex 3 Pr...
- Revenue jumped 78.5% YoY to $75.8 million, hitting upper end of guidance driven by strong product demand.
- Gross margin improved sequentially to 38.2%, despite a 2.4% YoY decline due to entry-level product pricing and promotions.
- Achieved operational breakeven in Q3, a marked improvement from an $11.3 million adjusted loss same quarter last year.
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Kratos Defense & Security Solutions Q3 2025 Earnings Call - Accelerating Organic Growth and Strategic Expansion with Valkyrie Program and Orbit Acquisition
Kratos Defense & Security Solutions reported strong Q3 2025 results, beating revenue and EBITDA estimates driven by robust demand across unmanned systems, rocket support, and space training businesses...
- Q3 2025 revenue of $346.7 million surpassed guidance ($315-$325 million), driven by unmanned systems growth including international tactical Valkyrie shipments.
- Full-year 2025 revenue guidance raised to $1.33 billion, implying 14%-15% organic growth over 2024, with 2026 and 2027 growth targets of 15%-20% and 18%-23%, respectively.
- EBITDA for Q3 reached $30.8 million, above the $25-$30 million estimate, despite margin pressures from increased contractor and material costs and elevated bid/proposal expenses.
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Exelixis Q3 2025 Earnings Call - Stellar-303 Launch Sets Stage for Next-Gen Oncology Franchise with Zanzalintinib
Exelixis delivered a solid third quarter in 2025, powered by strong Cabozantinib (Cabo) sales growth and promising data from the Stellar-303 trial of Zanzalintinib (Zanza) in colorectal cancer (CRC). ...
- Cabozantinib US net revenues rose 14% year-over-year to $543 million in Q3 2025, maintaining RCC top TKI status with growing first-line share.
- Global Cabozantinib franchise revenues including partners hit $739 million, up from $653 million prior year, driven by recent neuroendocrine tumor (NET) indication.
- Cabozantinib demand in NET increased approximately 50% quarter-over-quarter and contributed ~6% to Q3 revenue; 2025 NET revenue expected to exceed $100 million.
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