Earnings Call Transcripts
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All Earnings Calls
Bridger Aerospace Q4 2025 Earnings Call - Positioned for 25%+ Growth in 2026 Backed by Fleet Expansion and New Credit Facility
Bridger closed 2025 with a stronger balance sheet, higher utilization and a push to convert firefighting demand into longer term, higher margin contracts. Full year revenue rose 25% to $122.8 million,...
- Full year 2025 revenue was $122.8 million, up 25% year over year; excluding Spanish return to service work revenue was $108.8 million, up 23% YoY.
- Adjusted EBITDA for 2025 was $45.3 million, compared to $37.3 million in 2024; full year net income was $4.1 million versus a $15.6 million net loss in 2024.
- Q4 2025 results were weaker: Q4 revenue was $8.5 million and adjusted EBITDA was negative $9.5 million, producing a Q4 net loss of $15.1 million.
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Samsara Q4 FY2026 Earnings Call - Growth Accelerates at Scale as AI, Asset Tags and Large Deals Drive ARR to $1.9B
Samsara closed FY26 with ARR of $1.9 billion, a 30% year over year gain, and a clear inflection toward larger, multi product customers. The quarter’s headline: $145 million of net new ARR in Q4 and $4...
- Ending ARR reached $1.9 billion, up 30% year over year, with FY26 net new ARR of $432 million, a 21% YoY increase.
- Q4 net new ARR was $145 million, up 33% YoY (31% in constant currency), marking the third consecutive quarter of sequential acceleration.
- Large-customer momentum is driving scale: 3,194 customers at the 100K+ ARR threshold, up 204 in Q4, with 100K+ ARR customers contributing $1.2 billion (61% of total ARR) and growing 37% YoY.
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Clarus Corporation Fourth Quarter 2025 Earnings Call - Tariffs, FX, and inventory hits mask operational progress; guidance hinges on gross margin recovery
Clarus reported a quarter squeezed by external shocks even as management points to clear operational progress. Consolidated Q4 sales fell to $65.4 million from $71.4 million a year earlier, with gross...
- Q4 consolidated sales were $65.4 million, down 8% versus prior-year Q4 of $71.4 million; Outdoor and Adventure both faced distinct headwinds.
- Consolidated gross margin rate declined to 27.7% in Q4 2025 from 33.4% a year ago, driven primarily by tariffs, FX contract losses, and higher inventory reserves.
- Adjusted EBITDA for Q4 2025 was $1.2 million consolidated. By segment, Outdoor (Black Diamond) delivered roughly $2.0 million, Adventure delivered about $0.3 million, and corporate costs were $1.2 million.
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Marvell Technology, Inc. Q4 FY2026 Earnings Call - Data Center Surge Lifts FY2027 Outlook Toward $11B
Marvell closed fiscal 2026 on a clear note of momentum, reporting record Q4 revenue of $2.219 billion and full-year revenue of $8.195 billion, driven by a blistering data center cycle. Management rais...
- Q4 FY2026 revenue hit a record $2.219 billion, up 7% sequentially and 22% year-over-year, beating the midpoint of guidance.
- Full-year FY2026 revenue was $8.195 billion, up 42% YoY (approximately 45% YoY excluding divested automotive Ethernet business).
- Data Center revenue for FY2026 surpassed $6 billion, growing 46% YoY and representing 74% of Q4 company revenue.
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Entravision Communications 4Q 2025 Earnings Call - ATS growth offsets media decline; $26M FCC impairment masks operating profitability
Entravision closed 4Q 2025 with a split personality. Consolidated revenue rose 26% year-over-year to $134.4 million, driven by a breakout performance in its Advertising Technology and Services busines...
- Consolidated revenue grew 26% year-over-year in 4Q 2025 to $134.4 million, and full year 2025 revenue rose 23% to $447.6 million.
- Entravision reported a consolidated operating loss of $20.7 million in 4Q 2025, which included a $26 million non-cash impairment charge related to certain FCC licenses; excluding the impairment management says the quarter would have been profitable.
- Media segment revenue fell 32% in 4Q 2025 to $45.8 million, and full year media revenue declined 20% to $176.7 million, primarily because political advertising present in 2024 did not recur in 2025.
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Pattern Q4 and Full Year 2025 Earnings Call - 124% NRR, Non-Amazon and International Surge Fueling Profitable Scale
Pattern closed 2025 with a clean set of proofs: revenue of $2.5 billion, record net revenue retention of 124%, and meaningful margin expansion as a public company. Growth was broad based, driven by a ...
- Record NRR of 124% for full-year 2025, up from 116% in 2024; management views 115% as an exceptional long-term target.
- Full-year revenue $2.5 billion, up 39% year-over-year; Q4 revenue $723 million, up 40% year-over-year.
- Non-Amazon revenue grew 60% for the year and surged 94% in Q4, with triple-digit Q4 growth on Coupang, TikTok Shop, and Walmart.
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Rumble Inc. Q4 2025 Earnings Call - Rumble Shorts traction plus Tether ad anchor and Northern Data acquisition prime company for aggressive growth
Rumble says 2025 was a build year and 2026 is the inflection. Management pointed to product fixes, the launch of Rumble Wallet, and a violently fast early ramp for Rumble Shorts as evidence that audie...
- Rumble calls 2025 a build year, and says 2026 is a critical inflection point as product fixes, sales hiring, and M&A converge.
- Rumble Shorts launched across web and mobile, and hit over 1 million unique video views in a single day within weeks of launch, management describes early results as "staggering".
- Rumble Wallet launched with Tether, enabling tipping in Bitcoin, USD Tether, and Tether Gold to bypass traditional payment rails and reduce fees for creators.
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Grid Dynamics Q4 2025 Earnings Call - AI platforms shifting revenue mix toward higher‑margin, IP‑led growth
Grid Dynamics closed 2025 with record revenue of $411.8 million, beating Q4 consensus with $106.2 million and $13.7 million in non‑GAAP EBITDA. Management argues the company is moving from labor‑scale...
- Q4 revenue $106.2M, above guidance midpoint; full year 2025 revenue a record $411.8M, +17.5% YoY.
- Q4 non‑GAAP EBITDA $13.7M (12.9% of revenue); FY 2025 non‑GAAP EBITDA $53.8M.
- AI now a material business: Q4 AI revenue grew 9% QoQ, AI was 25% of Q4 revenue, and full‑year AI revenue exceeded $90M (≈30% YoY growth).
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Omada Health Q4 2025 Earnings Call - Reached GAAP Profitability as GLP-1 Momentum and AI Drive Margin Expansion
Omada closed 2025 with a surge: 886,000 members (up 55% YoY), $260 million revenue (up 53% YoY), and its first GAAP profitable quarter in Q4 with $5 million net income. Management credits strong GLP-1...
- Omada reported full-year 2025 revenue of $260 million, up 53% year-over-year, and Q4 revenue of $76 million, up 58% YoY.
- Total members reached 886,000 at year-end, a 55% increase versus 2024, with 314,000 net new members added in 2025.
- Q4 marked Omada’s first GAAP profitable quarter with $5 million in net income; full-year adjusted EBITDA was positive $6 million.
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Profound Medical Q4 2025 Earnings Call - CAPTAIN 6-Month Data Poised to Accelerate TULSA Adoption and Reimbursement
Profound reported Q4 2025 revenue of CAD 6 million, a 43% year-over-year increase, while posting a CAD 8.2 million net loss and ending the year with CAD 59.7 million in cash. Management says the busin...
- Q4 2025 revenue CAD 6.0 million, up 43% year-over-year; recurring revenue CAD 2.3 million, capital equipment CAD 3.7 million.
- Q4 2025 net loss CAD 8.2 million, or CAD 0.27 per share; operating expenses roughly flat at CAD 11.4 million versus CAD 11.3 million prior year.
- Cash balance CAD 59.7 million at December 31, 2025; management expects declining cash burn and a path to cash flow positivity as revenue scales.
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