Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
iRhythm Technologies Inc. Q3 2025 Earnings Call - Record Growth, Strategic Expansion, and Positive Free Cash Flow Milestone
iRhythm Technologies posted a robust Q3 2025 with $192.9 million revenue, up 31% year-over-year, driven by record performance in both Zio Monitor and Zio AT product lines. The company is aggressively ...
- Q3 2025 revenue reached $192.9 million, marking 31% year-over-year growth driven by strong sales of Zio Monitor and Zio AT.
- Primary care expansion and 30 active Epic Aura EHR integrations (with 65 more underway) enhanced clinician workflow and contributed to a 25% volume increase within six months post-integration.
- The company generated nearly 12 million reports worldwide, evidencing broad adoption across hospital and ambulatory settings with larger integrated delivery networks converting system-wide to iRhythm.
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Weave Communications Q3 2025 Earnings Call - AI and Integration Drive Accelerated Growth and Profitability
Weave Communications reported a strong Q3 2025 with accelerating revenue growth of 17.1% year-over-year, reaching $61.3 million and marking the 15th consecutive quarter above guidance. The company's v...
- Weave delivered $61.3 million in revenue, accelerating growth to 17.1% year-over-year and surpassing guidance for the 15th straight quarter.
- Gross margin reached a record 73%, up over 15 points since IPO, driven by leveraging cloud cost efficiencies.
- Free cash flow was $5 million for the quarter, reflecting improved operational discipline and scalability.
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ICF International Q3 2025 Earnings Call - Resilient Commercial Growth Offsets Federal Challenges Amid Government Shutdown
ICF International's third quarter 2025 results reveal a company navigating turbulent federal government headwinds with strategic agility. While federal contract revenues tumbled nearly 30% year-over-y...
- ICF's Q3 2025 revenues totaled $465.4 million, down from $517 million year-over-year, reflecting federal government revenue declines.
- Federal government revenues fell 29.8% year-over-year, hindered by contract cancellations and a slowdown ahead of the government shutdown.
- Non-federal revenues (commercial, state/local, international) increased 13.8%, making up 57% of total revenues, up from 46% a year earlier.
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OneSpan Q3 2025 Earnings Call - Software Subscription Growth Amid Hardware Decline and Strategic Transformation
OneSpan reported modest total revenue growth of 1% to $57 million in Q3 2025, powered by a strong 12% rise in subscription revenue despite continued pressure from declining hardware sales, which now m...
- OneSpan’s total revenue grew 1% year-over-year to $57.1 million in Q3 2025, driven mainly by a 12% increase in subscription revenue.
- Annual recurring revenue (ARR) increased 10% to $180 million, reflecting strong recurring software sales momentum.
- Subscription revenue growth was led by security (13%) and digital agreements (11%), with digital agreements hitting record operating income of 25% margin.
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Textron Q3 2025 Earnings Call - Strong Aerospace Growth, MV-75 Program Advances, Leadership Transition
Textron reported a solid Q3 2025 with revenues rising 5% to $3.6 billion and segment profit jumping 26% to $357 million, driven by robust performance in aerospace and defense. Aviation delivered more ...
- Textron’s Q3 2025 revenues increased 5% to $3.6 billion, driven by aerospace and defense businesses.
- Segment profit surged 26% to $357 million, reflecting higher volumes and improved mix, notably in Aviation.
- Textron Aviation delivered 42 jets and 39 commercial turboprops, beating last year’s turboprops by 14 units.
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Ardelyx Q3 2025 Earnings Call - IBSRELA Surges with Raised Guidance as Pipeline Revival Begins
Ardelyx reported a robust Q3 2025 with product revenues hitting $105.5 million, up 15% year-over-year, led by the powerhouse IBSRELA, which surged 92% to $78.2 million and drove the company to raise i...
- Q3 2025 product revenue reached $105.5 million, a 15% year-over-year increase driven by strong demand across the portfolio.
- IBSRELA revenue surged 92% year-over-year to a record $78.2 million, leading to raised 2025 revenue guidance to $270-$275 million.
- XPHOZAH revenue grew 9% sequentially to $27.4 million amid challenging dialysis market conditions and payer dynamics.
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INmune Bio 3Q 2025 Earnings Call - Advancing Cordstrom Towards Regulatory Approval with Platform Expansion and Alzheimer’s Insights
INmune Bio’s third quarter 2025 earnings call underscores a transition into a pivotal phase focused on their advanced platform therapeutics. Cordstrom, targeting recessive dystrophic epidermolysis bul...
- INmune Bio is shifting focus post-Alzheimer’s Phase 2 trial to advance its three main platforms: Cordstrom, EXPRO, and Incuboom.
- Cordstrom targets RDEB, a systemic genetic disease causing skin fragility and multi-system complications, offering a potential first systemic therapy for this condition.
- Mission EB trial data showed Cordstrom significantly reduced itch, disrupting the itch-scratch-wound cycle that impairs healing and quality of life in pediatric patients.
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AXT Inc. Q3 2025 Earnings Call - Indium Phosphide Backlog Hits Record $49M Amid Export Permit Challenges
AXT Inc. reported a strong Q3 2025 with revenue surging 56% sequentially to $28 million, fueled predominantly by a sharp rise in Indium Phosphide substrate demand, largely driven by global data center...
- Q3 2025 revenue reached $28 million, up 56% sequentially and 18% year-over-year.
- Indium Phosphide substrate sales grew sharply to $13.1 million, the highest since 2022, driven by data center and AI demand.
- Export permits from China’s Ministry of Commerce for Indium Phosphide shipments average 60 business days, creating bottlenecks for shipments.
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SPS Commerce Q3 2025 Earnings Call - Revenue Recovery Seasonality and Shifted Retail Campaigns Cloud Near-Term Growth
SPS Commerce reported a solid Q3 2025 with 16% revenue growth driven by recurring sources and strong customer additions, marking its 99th consecutive quarter of revenue increase. Despite this, revenue...
- Q3 2025 revenue grew 16% to $189.9 million, with recurring revenue up 18% and fulfillment business growing 20% YoY.
- Revenue recovery revenue missed expectations by about $3 million due to more pronounced seasonality and Amazon 3P inventory policy changes reducing shipment volume.
- Seasonality caused Q2 revenue recovery to be unusually strong due to Amazon Prime Day shipped volume; Q3 was weaker than anticipated as a result.
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Dow 3Q 2025 Earnings Call - Strategic Cost Cuts and Asset Rationalization Bolster Resilience Despite Downcycle
Dow posted $10 billion in third-quarter sales with $868 million EBITDA, marking sequential improvement amid enduring market headwinds. Leadership highlighted key strategic maneuvers: accelerated $1 bi...
- Dow’s 3Q25 sales hit $10B with EBITDA of $868M, marking sequential earnings and cash flow improvement despite industry pressures.
- Volume gains in Industrial Intermediates and Infrastructure more than offset declines in Packaging/Specialty Plastics and Performance Materials/Coatings.
- Accelerated cost savings of $400M in 2025 with a $1B target by 2026 underpin margin resilience amid lower prices and higher feedstock costs.
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