Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
CGI Q3 Fiscal 2025 Earnings Call - Resilient Growth and Aggressive AI Integration Drive Market Confidence
CGI's Q3 fiscal 2025 earnings reveal a company in robust health despite global economic jitters. Revenues climbed 11.4% year-over-year to CAD 4.1 billion, driven largely by strategic acquisitions and ...
- Revenue rose 11.4% year-over-year to CAD 4.1 billion, 7% growth excluding FX impact, led by acquisitions and financial services momentum.
- Balanced geographic growth: North America up 7.4%, Europe 6.6%, Asia Pacific offshore delivery up 6.4%.
- Strong bookings over CAD 4 billion with a book-to-bill ratio of 101%, including 121% in U.S. commercial and state government segments.
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Hologic Q3 Fiscal 2025 Earnings Call - Progress Paves Way for Return to Mid Single Digit Growth
Hologic delivered mixed but encouraging results in Q3 fiscal 2025, posting $1.024 billion in revenue, slightly up 0.4% year-over-year and exceeding guidance by $14 million. Despite challenges in breas...
- Q3 total revenue reached $1.024 billion, up 0.4% year-over-year, surpassing guidance by approximately $14 million.
- Non-GAAP EPS was $1.08, a 1.9% increase from last year and above the high end of guidance.
- Diagnostics revenue grew 0.9% overall and 2.9% organically excluding COVID-19 related sales, despite geopolitical challenges in China and Africa.
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Qualcomm Q3 FY2025 Earnings Call - Strength in AI and Diversification Fuels Robust Growth and Expanding Data Center Ambitions
Qualcomm reported strong Q3 FY2025 results with revenues hitting $10.4 billion and non-GAAP EPS of $2.77, near the high end of guidance. The chipset segment boasted a $9 billion revenue driven by robu...
- Qualcomm reported Q3 FY2025 revenues of $10.4 billion and non-GAAP EPS of $2.77, near the high end of guidance.
- Chipset segment revenues were $9 billion, driven by 21% automotive and 24% IoT growth year-over-year.
- Licensing revenues reached $1.3 billion, boosted by a multi-year Snapdragon Elite deal with Xiaomi covering multiple flagship generations.
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Robinhood Q2 2025 Earnings Call - Strong Growth Fueled by Product Innovation and Expanding Financial Ecosystem
Robinhood reported a robust second quarter for 2025, delivering 45% year-over-year revenue growth to nearly $1 billion. The company's product innovation is accelerating across multiple fronts, includi...
- Robinhood achieved 45% revenue growth year over year, reaching nearly $1 billion in Q2 2025.
- Assets under custody doubled year over year, surpassing $250 billion, with average assets per funded customer over $10,000 for the first time.
- Active trader volumes hit record highs across equities, options, prediction markets, index options, and futures, with index options volume growing 60% quarter over quarter.
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Arm Q1 FY2026 Earnings Call - AI Compute Demand Drives Strong Revenue and Royalty Growth
Arm kicked off Fiscal Year 2026 with robust momentum, fueled by soaring AI compute demands across data centers, edge devices, and smartphones. The company's Q1 revenue hit $1.05 billion, marking its s...
- Q1 revenue reached $1.05 billion, second-highest ever for Arm, driven by AI compute demand.
- Royalty revenue surged 25% year-on-year to $585 million, signaling strong market adoption.
- Licensing revenue slightly declined by 1%, reflecting strong prior year comps and typical quarterly timing.
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PTC 2025 Q3 Earnings Call - Strong ARR Growth Amid Go-to-Market Transformation and AI Integration
PTC delivered a solid Q3 2025 with 9.3% constant currency ARR growth and 14% free cash flow increase year over year, reflecting resilience despite macroeconomic uncertainties like input costs and tari...
- PTC achieved 9.3% constant currency ARR growth and 14% free cash flow growth year-over-year in Q3 2025.
- The company continues deleveraging its balance sheet, reducing total debt by $156 million and repurchasing $75 million in shares during Q3 under a $2 billion repurchase authorization.
- Macro uncertainty from tariffs and input costs caused some deal slowdowns early in Q3, but signs of stabilization appeared by quarter-end, possibly signaling the worst disruptions have passed.
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FICO Q3 2025 Earnings Call - Strong Growth Amid FHFA Mortgage Score Dynamics
FICO delivered a robust third quarter in fiscal 2025, with revenues climbing 20% year-over-year to $536 million and GAAP net income soaring 44%. The company's Score segment led growth, up 34%, fueled ...
- FICO reported Q3 2025 revenues of $536 million, up 20% year-over-year, with GAAP net income increasing 44% to $182 million.
- The Score segment grew 34%, driven largely by B2B scores and the adoption of FICO Score 10T by lenders representing $313 billion in annualized mortgage originations.
- FICO Score 10T is recognized as the most predictive U.S. mortgage credit score, with early adopters gaining measurable benefits.
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Grab Q2 2025 Earnings Call - Accelerated Growth Amid Strategic Affordability and Tech-led Innovation
Grab reported strong second quarter 2025 results highlighted by a record high in monthly transacting users and a notable 21% year-on-year growth in on-demand GMV in U.S. dollars. The company emphasize...
- Grab achieved a new all-time high in Group Monthly Transacting Users (MTUs) in Q2 2025, demonstrating strong user engagement.
- On-demand GMV accelerated 21% year-on-year in U.S. dollars, or 18% on a constant currency basis, driven by product and technology innovation.
- The company recorded its 14th consecutive quarter of adjusted EBITDA growth, with trailing 12 months' adjusted free cash flow reaching $229 million.
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NewMarket Corporation Q3 2025 Earnings Call - Navigating Profit Pressures While Investing Boldly in Specialty Materials
NewMarket Corporation posted a mixed Q3 2025 with net income retreating to $100 million from $132 million a year earlier, reflecting a tougher macro backdrop. Petroleum additive sales and operating EB...
- Q3 2025 net income declined to $100 million from $132 million a year prior, with EPS down to $10.67 from $13.79.
- First nine months net income was $337 million, slightly below $352 million in the same prior-year period.
- Petroleum additive segment sales fell to $649 million in Q3 from $663 million, with operating profit dropping from a record $157 million to $131 million.
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First Business Financial Services Q3 2025 Earnings Call - Robust Growth Fueled by Record Fee Income and Diversified Revenue
First Business Financial Services capped another strong quarter with exceptional profitability and double-digit growth, driven notably by record non-interest income. The firm reported 26% EPS growth q...
- First Business Financial Services delivered a robust Q3 2025 with 26% EPS growth quarter-on-quarter and 25% year-to-date growth.
- Record non-interest income was a primary driver, boosted by elevated swap fees, SBIC funds income, and ~$770,000 in one-time items.
- Fee income comprised 19% of operating revenue YTD, outperforming peers (about 15%) despite lack of consumer mortgage business.
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