Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Uber Q3 2025 Earnings Call - Accelerating Growth Fueled by Cross-Platform Innovation and Autonomous Vehicle Investments
Uber posted a standout Q3 2025 with 22% trip growth, the fastest since 2023, driven by strong momentum in both mobility and delivery. Gross bookings rose 21% with flat pricing, lifting adjusted EBITDA...
- Uber trip growth surged 22% in Q3, fastest since 2023, driven by mobility growth of 21% surpassing expectations.
- Gross bookings increased 21% with average pricing flat, delivering record adjusted EBITDA and free cash flow.
- Cross-platform consumers spending three times more and maintaining 35% better retention; only 20% of users currently active on both mobility and delivery, indicating room to grow.
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Global Payments 3Q 2025 Earnings Call - Robust Transformation and Growth Momentum Ahead of WorldPay Acquisition
Global Payments reported a solid third quarter with 6% adjusted net revenue growth and 11% adjusted EPS growth, driven by strong performance in its merchant solutions segment and continued transformat...
- Global Payments achieved 6% constant currency adjusted net revenue growth and 11% adjusted EPS growth in Q3 2025, excluding dispositions.
- The Genius POS platform drove accelerated new sales growth, with over 90% sales to new customers and a 75% increase in new monthly recurring revenue since June.
- Genius expanded its capabilities in September and October to support enterprise clients and higher education, with notable wins including Harris Blitzer Sports & Entertainment and University of Illinois.
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Leidos Q3 2025 Earnings Call - Robust Growth and Resilience Amid Government Shutdown and Strategic Focus on Energy Infrastructure and Defense Tech
Leidos delivered a strong Q3 2025 performance with 7% revenue growth and a 13.8% adjusted EBITDA margin, despite government shutdown uncertainties and earlier market headwinds. The company raised its ...
- Leidos reported Q3 2025 revenues of $4.47 billion, up 7% year-over-year, with adjusted EBITDA margin at 13.8%.
- Operating cash flow was $711 million and free cash flow totaled $680 million, with a 171% free cash flow conversion ratio for the quarter.
- The company raised full-year 2025 EBITDA and EPS guidance for the second time, maintaining revenue guidance at $17-$17.25 billion.
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PJT Partners 3Q 2025 Earnings Call - Record Revenues and Margins Amid M&A Recovery and Elevated Restructuring Activity
PJT Partners reported blistering third quarter 2025 results, smashing records across revenue, adjusted pre-tax income, and EPS. Revenue surged 37% year-over-year to $447 million, driven largely by a r...
- PJT Partners posted record third quarter revenue of $447 million, up 37% year-over-year.
- Adjusted pre-tax income in 3Q rose 86% to $94 million; adjusted EPS nearly doubled to $1.85.
- Nine-month revenue totaled $1.18 billion, a 16% increase from the prior year.
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22nd Century Group Q3 2025 Earnings Call - Poised for Growth with Debt Free Balance Sheet and Expanded VLN Market Presence
22nd Century Group’s third quarter 2025 results demonstrate a company transformed from restructuring struggles to a technology-driven tobacco harm reduction player. The management team has eliminated ...
- 22nd Century Group has become debt-free in Q3 2025, significantly improving its balance sheet with $4.8 million cash and additional $9.5 million from an insurance settlement.
- The company is transitioning away from low-margin, high-volume contract manufacturing (CMO) towards higher-margin branded products, including very low nicotine (VLN) cigarettes.
- VLN products are now available in approximately 1,500 stores across 21 states, with authorizations in about 40 states, including major retail chains like Murphy USA and Circle K.
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AG Mortgage Investment Trust Q3 2025 Earnings Call - Strategic Capital Rotation Fuels Earnings Growth Amid Legacy Asset Wind-Down
AG Mortgage Investment Trust reported a robust third quarter highlighted by significant capital rotation from legacy WMC assets into higher-performing residential mortgage portfolios and a strategic e...
- AG Mortgage Investment Trust's book value per share rose from $10.39 to $10.46 in Q3 2025 despite a 1.8% dilution from issuing shares for a 21.4% stake increase in Arc Home.
- Earnings available to common shareholders (EAD) increased to $0.23 per share, supported by strong performance in core residential mortgage investments and Arc Home contribution.
- The company monetized approximately $66 million of capital from legacy WMC securitized assets, including $55 million from restructured non-QM loans and $11 million from a CMBS payoff.
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JELD-WEN Q3 2025 Earnings Call - Market Weakness, Operational Challenges, and Strategic Review Signal Pressure Ahead
JELD-WEN reported a challenging third quarter of 2025, marked by unexpectedly weak demand in both North America and Europe, operational inefficiencies, and persistent price-cost pressures. Revenue fel...
- JELD-WEN’s Q3 2025 revenue declined 10% year-over-year to $809 million due to weaker demand and loss of Midwest retailer business.
- Adjusted EBITDA fell sharply to $44 million, down $38 million from prior year, pressed by volume declines, price-cost pressures, and lower operational efficiency.
- North American revenue declined 19%, primarily driven by reduced volumes and divestiture impacts; Adjusted EBITDA dropped to $38 million from $75 million year-over-year.
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Costamare Q3 2025 Earnings Call - Charter Market Tightness Supports Strong Forward Contracting and Fleet Utilization
Costamare posted a solid Q3 with net income nearing $99 million, buoyed by an aggressive strategy of forward-fixing charter contracts that now cover 100% of revenue days for 2025 and 80% for 2026. The...
- Costamare generated approximately $99 million in net income in Q3 2025, representing $0.81 per share.
- Following the spin-off of Costamare Bulkers Holdings, Costamare now owns 69 containerships and controls Neptune Maritime Leasing.
- The company exercised options for two additional 3,100 TEU newbuild containerships, bringing total orders to six, all chartered for eight years to a top liner company, with deliveries starting Q1 2028.
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Kura Oncology 3Q 2025 Earnings Call - Confident Commercial Readiness and Robust Pipeline Amid Imminent Zifduminib FDA Review
Kura Oncology’s third-quarter 2025 call spotlighted rapid advancement toward the November 30 FDA PDUFA date for Zifduminib, their menin inhibitor targeting relapsed/refractory NPM1-mutated AML. Clinic...
- Zifduminib FDA review on track for November 30, 2025 PDUFA date, supported by open and constructive FDA communications.
- COMET-001 data underscore Zifduminib's differentiated benefit-risk profile with high complete remission and MRD negativity rates in relapsed/refractory NPM1 mutant AML.
- Two COMET-017 phase 3 trials underway targeting frontline AML in intensive and non-intensive chemotherapy contexts, with global enrollment accelerating over 150 sites.
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Anywhere Real Estate Q3 2025 Earnings Call - Merger with Compass and Strong Transaction Growth Signal Industry Shakeup
Anywhere Real Estate reported a solid Q3 2025 with $1.6 billion revenue, marking a 6% increase year-over-year, and $100 million in operating EBITDA despite headwinds from increased cash-settled employ...
- Anywhere Real Estate announced a definitive merger agreement with Compass in an all-stock deal expected to close in the second half of 2026, pending approvals.
- Q3 revenue rose 6% year-over-year to $1.6 billion, supported by a 7% increase in closed transaction volume—the first unit growth since Q4 2024.
- Operating EBITDA was $100 million, down $8 million due to a $16 million rise in cash-settled employee stock compensation linked to a near tripling of the company's share price in Q3.
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