Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
National CineMedia Q3 2025 Earnings Call - Strong Programmatic Growth and Stable Advertising Demand Drive Solid Performance
National CineMedia reported a steady Q3 2025 performance marked by a 2% year-over-year revenue increase to $63.4 million and adjusted EBITDA of $10.2 million, both aligning with management's guidance....
- NCM achieved $63.4 million in total revenue for Q3 2025, up 2% year-over-year, in line with guidance.
- Adjusted EBITDA for the quarter was $10.2 million, exceeding prior year’s $8.8 million and within forecasted range.
- Audience attendance fell 11% year-over-year to 109 million, mirroring wider box office declines.
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Owens and Minor 3Q 2025 Earnings Call - Strategic Shift to Pure Play Home Based Care with PNHS Divestiture
Owens and Minor's third quarter 2025 earnings call underscored a major strategic pivot. The company signed a definitive agreement to sell its Products and Healthcare Services (PNHS) segment to Platinu...
- Owens and Minor signed a definitive agreement to sell its Products and Healthcare Services segment, including Medical Distribution and Global Products divisions, to Platinum Equity.
- The PNHS segment will continue under the Owens and Minor name but as a private equity owned business, freeing Owens and Minor to focus on its Patient Direct segment.
- Post-divestiture, Owens and Minor will rebrand to reflect its new identity as a pure play home-based care company.
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JAKKS Pacific Third Quarter 2025 Earnings Call - Navigating Tariff Turbulence with a Conservative Cash-First Approach
JAKKS Pacific’s Q3 2025 results were rattled by wildly fluctuating tariffs, ranging from 10% to over 140%, leading to delayed retailer orders and a dollop of uncertainty that threw traditional holiday...
- Tariff rates during 2025 fluctuated wildly between 10% and over 140%, disrupting retailer buying patterns and delaying holiday purchase orders from August to October.
- JAKKS adopted a conservative approach for fiscal 2025 focused on protecting margins, strict pricing discipline, and tight cost controls to maintain financial stability.
- U.S. inventory levels were deliberately kept lower than last year to avoid overstocking amid uncertain retailer demand and delayed orders.
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Riot Platforms Q3 2025 Earnings Call - Launching Corsicana Data Center Development to Capitalize on Insatiable Demand
Riot Platforms revealed a pivotal push in transforming into a data center powerhouse during its Q3 2025 earnings call. The company announced the initiation of core and shell construction on two Corsic...
- Riot Platforms initiated core and shell construction of first two Corsicana data center buildings with combined 112 MW critical IT capacity, targeting Q1 2027 completion.
- The Corsicana campus plan is a 1 GW utility-load data center facility, enabled by recent contiguous land acquisition of 67 acres for seamless development.
- Riot completed a standardized tier-three resilient data center design (basis of design) adaptable to tenant requirements and scalable across sites, optimizing procurement and construction.
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Atlassian Q1 FY2026 Earnings Call - AI-Driven Cloud Migration Accelerates Growth Despite Revenue Recognition Impact
Atlassian kicked off fiscal year 2026 with robust results highlighted by 21% year-over-year total revenue growth to $1.4 billion and a standout 26% growth in cloud revenue to nearly $1 billion. The co...
- Atlassian reported 21% YoY total revenue growth to $1.4 billion in Q1 FY2026, driven by 26% growth in cloud revenue to $998 million.
- Remaining performance obligations (RPO) accelerated by 42% YoY to $3.3 billion, signaling strong forward bookings and demand.
- Data center end-of-life announcement is accelerating cloud migrations significantly, with migrations doubling year-over-year.
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SPX Technologies Q3 2025 Earnings Call - Raising Full-Year Guidance Amid Strong Growth and Expanding Liquidity
SPX Technologies delivered a standout Q3 2025 with a 32% increase in adjusted EPS and over 20% growth projected in adjusted EBITDA for the full year. Both HVAC and Detection & Measurement segments sho...
- SPX Technologies reported a 32% year-over-year increase in adjusted EPS to $1.84 for Q3 2025, driven by strong performance in both segments.
- Total company revenue rose 23% year-over-year fueled by organic growth and recent acquisitions (KTS, Sigma, Omega).
- Adjusted EBITDA surpassed $500 million midpoint guidance, signaling approximately 20% year-over-year growth with 150 basis points of margin expansion.
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Dexcom Q3 2025 Earnings Call - Robust Type 2 Market Growth Fuels 20% Organic Revenue Increase Amid G7 Quality Improvements
Dexcom posted a strong third quarter in 2025, with organic revenue growth hitting 20% year-over-year, driven primarily by expanded coverage and uptake in the Type 2 diabetes segment, particularly non-...
- Dexcom achieved 20% organic revenue growth in Q3 2025, reaching $1.21 billion worldwide, fueled by strong Type 2 diabetes market expansion and new coverage gains.
- U.S. revenue grew 21% to $852 million, with expanded CGM coverage across nearly 6 million non-insulin Type 2 lives, about half of the commercial market segment.
- International revenue increased 22%, with notable acceleration in France and Canada, largely due to newly secured coverage for basal insulin users.
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Alexander & Baldwin Q3 2025 Earnings Call - Raising Guidance on Strong Portfolio Performance and Growth Initiatives
Alexander & Baldwin reported Q3 2025 results that exceeded expectations, prompting a third consecutive upward revision of their full-year guidance. Their CRE portfolio showed solid same-store NOI grow...
- Q3 2025 same-store NOI grew 0.6%, in line with expectations, driven by higher base rents and leasing momentum.
- Full-year 2025 guidance was raised for FFO per share, reflecting strong portfolio results and expense management.
- New and spec industrial development continues, including a pre-leased 91,000 sq ft warehouse at Kumuana and a 30,000 sq ft spec building, adding $2.8 million annual NOI when stabilized.
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Ingram Micro Q3 2025 Earnings Call - AI Platform Xvantage Drives Growth Amid Strong Core Performance
Ingram Micro reported a robust third quarter with $12.6 billion in revenues, up 7.2% year-over-year, and non-GAAP EPS of $0.72 hitting the top end of guidance despite a ransomware incident in July. Th...
- Reported $12.6 billion revenue in Q3, up 7.2% YoY, exceeding guidance top end.
- Non-GAAP EPS of $0.72 at high end of guidance despite July ransomware incident.
- Ransomware impact limited to about 1%-1.5% of sales and $0.02-$0.03 EPS.
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DXC Technology Q2 FY2026 Earnings Call - Pivoting to AI-Driven Fast Track Growth While Managing Core Business
DXC Technology's Q2 fiscal 2026 earnings reveal a company in transition. While revenue and bookings fell short of expectations, adjusted EBIT margin and free cash flow surpassed guidance, signaling di...
- Q2 fiscal 2026 revenue was $3.2 billion, down 4.2% organically year-over-year, with bookings growing only 2%, resulting in a book-to-bill ratio of 0.85.
- Adjusted EBIT margin was 8%, above guidance, driven by disciplined cost management despite top-line pressures and increased investments in AI and growth areas.
- Free cash flow rose sharply to $240 million in Q2, up from $48 million last year, due to improved working capital and lower cash taxes; full-year free cash flow guidance increased to approximately $650 million.
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