Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Lucky Strike Entertainment Q1 2026 Earnings Call - Strategic Real Estate Purchase and Strong Food & Beverage Growth Offset Event Headwinds
Lucky Strike Entertainment reported a mixed but overall positive Q1 2026 with 12% revenue growth and 15% adjusted EBITDA increase. Same-store sales were essentially flat at -0.4%, dragged by an 11% de...
- Total revenue grew 12% and adjusted EBITDA rose 15% in Q1 2026, reflecting solid operational performance.
- Same-store sales were nearly flat at -0.4%, dragged by an 11% decline in offline corporate event bookings.
- Retail revenue increased 1.4%, and league revenue was up 2.1%, showing strength in core customer segments.
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Cirrus Logic Q2 FY2026 Earnings Call - Record Revenue Led by Strong Smartphone Demand with Strategic Growth in PC and New Markets
Cirrus Logic reported a record second quarter fiscal 2026 revenue of $561 million, driven primarily by robust demand in the flagship smartphone audio segment, complemented by advancements in high-perf...
- Cirrus Logic posted record Q2 FY2026 revenue of $561 million, at the top of guidance, driven by strong smartphone component demand.
- The flagship smartphone audio business demonstrated robust product longevity, with key components shipping for over five years, providing durable revenue visibility.
- New generation custom-boosted amplifiers and 22-nanometer smart codec introduced in 2025 are yielding strong customer adoption and differentiation.
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Ascent Industries Q3 2025 Earnings Call - Structural Margin Gains and Robust Commercial Momentum Define Breakout Quarter
Ascent Industries delivered its strongest earnings since 2022 in Q3 2025, marking the first full quarter as a pure-play specialty chemical firm. Revenue rose sequentially by 6% to $19.7 million while ...
- Ascent Industries posted its strongest quarter since 2022 after becoming a pure-play specialty chemical company.
- Sequential revenue increased 6% to $19.7 million despite year-over-year volume softness.
- Gross margin expanded sharply by 400 basis points to nearly 30%, nearing company targets and reflecting structural cost and pricing improvements.
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NMI Holdings Inc. Q3 2025 Earnings Call - Record Revenues and Strong Portfolio Growth Amid Market Resilience
NMI Holdings delivered a robust Q3 2025 with new insurance written (NIW) hitting $13 billion and primary insurance in force reaching a record $218.4 billion. Revenues climbed to $178.7 million, and GA...
- NMI generated record new insurance written (NIW) volume of $13 billion in Q3 2025.
- Primary insurance in force hit a record $218.4 billion, growing 2% from Q2 and 5% year-over-year.
- Total revenue reached a record $178.7 million, with GAAP net income of $96 million and diluted EPS of $1.22.
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InnovAge Q1 2026 Earnings Call - Strong Revenue Growth and Operational Resilience Amid Industry Headwinds
InnovAge reported a strong start to fiscal year 2026 with total revenue reaching $236.1 million, a 15% increase year-over-year, and Adjusted EBITDA more than doubling to $17.6 million. Their participa...
- InnovAge reported total revenue of $236.1 million for Q1 2026, up 15% from the prior year.
- Adjusted EBITDA more than doubled to $17.6 million compared to Q1 2025, with margin expansion to 7.5%.
- Participant census grew to an all-time high of 7,890, increasing 2% sequentially and 9.4% year-over-year.
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Arista Networks Q3 2025 Earnings Call - AI Momentum Fuels Strong Growth Amid Supply Constraints
Arista Networks delivered its 19th consecutive record quarter with $2.31 billion in revenue, driven by robust demand from cloud and AI customers despite ongoing supply chain constraints. The company’s...
- Arista reported $2.31 billion revenue in Q3 2025, marking its 19th consecutive record quarter and 27.5% year-over-year growth.
- AI and cloud titans drive momentum with Arista’s EtherLink portfolio enhancing network control and GPU utilization across large-scale AI fabrics.
- Software and services contributed approximately 18.7% of revenue; non-GAAP gross margin was 65.2%, influenced by product mix and inventory benefits.
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SSR Mining 3Q 2025 Earnings Call - Solid Quarter with Strong Positioning for Year-End, Focus on Growth Projects and Çöpler Restart
SSR Mining reported third quarter 2025 results that met expectations with production trending in the lower half of full-year guidance but a strong fourth quarter anticipated. The company generated $72...
- SSR Mining's Q3 production was 103,000 gold equivalent ounces at an all-in sustaining cost (AISC) of $2,359/oz, trending toward the lower half of full-year guidance of 410,000-480,000 oz.
- Free cash flow before working capital changes was $72 million, reflecting strong margins amid ongoing growth investments.
- Cash position stood strong at $409 million with over $900 million total liquidity to fund development and expansion projects.
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Live Nation 3Q 2025 Earnings Call - Stadium Dominance and Scalper Crackdown Drive Strong Growth
Live Nation posted a robust third quarter with 11% revenue growth, 24% operating income growth, and 14% adjusted operating income growth, led by a surge in stadium events which grew 60%. Despite a cyc...
- Live Nation achieved 11% revenue growth and 14% AOI growth in 3Q 2025, driven mainly by a 60% increase in stadium events.
- Amphitheater shows declined by about 250 in the quarter, arenas remained flat, causing some underperformance outside stadiums.
- Strong global diversification including growth in Latin America, Mexico, and Europe offset domestic amp and arena softness.
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Hinge Health Q3 2025 Earnings Call - AI and Automation Drive Strong Growth, Margin Expansion, and Market Momentum
Hinge Health reported a commanding Q3 2025 performance, driven by a 53% year-over-year revenue growth to $154 million and an exceptional 83% gross margin. The company underscored the strategic deploym...
- Hinge Health achieved $154 million in Q3 revenue, growing 53% year-over-year, exceeding guidance.
- Last twelve months calculated billings rose 50% to $624 million, driven by strong growth in eligible lives, yield, and stable pricing.
- Gross margin improved to 83%, up 400 basis points year-over-year, highlighting operational leverage from AI-enabled care delivery.
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NeuroPace Q3 2025 Earnings Call - Record Revenue and Positive Adjusted EBITDA Mark Turning Point with Strong RNS Growth and Upcoming Expanded Indications
NeuroPace reported a record third quarter with $27.4 million in revenue, driven by 31% year-over-year growth in RNS system sales to $22.6 million. The company achieved positive adjusted EBITDA for the...
- NeuroPace posted record Q3 2025 revenue of $27.4 million, up 30% year-over-year, driven mainly by 31% growth in RNS system sales to $22.6 million.
- All sales regions exceeded planned sales, with the number of prescribers, accounts, and utilization at all-time highs, led by Level 4 epilepsy centers and supported by Project CARE and direct-to-consumer initiatives.
- The company achieved positive adjusted EBITDA for the first time, demonstrating operating leverage, disciplined expense management, and scalable commercial and manufacturing efficiency.
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