Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Veeva Q4 FY2026 Earnings Call - Vault CRM momentum and AI agents set stage for multi-year growth
Veeva closed FY2026 with a strong finish: Q4 revenue of $836 million and full-year revenue of $3.195 billion, with non-GAAP operating income of $366 million for the quarter and $1.434 billion for the ...
- Q4 revenue was $836 million; full-year FY2026 revenue was $3.195 billion.
- Non-GAAP operating income was $366 million in Q4 and $1.434 billion for the full year.
- Veeva surpassed its $3 billion revenue run rate objective for FY2026.
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Okta Q4 FY2026 Earnings Call - New products and AI agent security drive momentum, new products made up ~30% of Q4 bookings
Okta closed FY26 with momentum: new products, including AI offerings, accounted for roughly 30% of Q4 bookings and deals that include new products carried about a 40% average contract uplift. Manageme...
- New products (Identity Governance, Privileged Access, ISPM, Identity Threat Protection, Device Access, Fine Grained Authorization, plus Auth0/Okta for AI Agents) represented approximately 30% of Q4 bookings.
- When new products are included in a deal, average contract uplift is roughly 40%, showing material monetization of add-on modules.
- Okta Identity Governance (OIG) now has over 2,000 customers, underlining fast adoption of cloud-native IGA within the platform.
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Rigetti Computing Q4 2025 Earnings Call - Prototype hits 99.9% 2-qubit fidelity, roadmaps to 1,000+ qubits in ~3 years
Rigetti used the quarter to show progress rather than chase headlines. Technically the call was all about fidelity and architecture: a prototype adiabatic CZ gate hit 99.9% two-qubit fidelity at 28 na...
- Prototype milestone: Rigetti reported a prototype adiabatic CZ gate achieving 99.9% two-qubit fidelity at 28 nanosecond gate speed.
- System fidelities reported: median 2-qubit fidelities of 99.7% on a 9-qubit system, 99.6% on 36 qubits, and 99% on the Cepheus-1 108-qubit system.
- 108-qubit deployment: Company targets customer-ready deployment of the 108-qubit system around the end of March with a stated goal of ~99.5% median two-qubit fidelity and 99.9% one-qubit fidelity.
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Vinci Compass Fourth Quarter 2025 Earnings Call - Pan-regional push, credit-led fundraising lifts AUM to BRL 354 billion
Vinci Compass closed 2025 as a newly integrated pan-regional platform, reporting BRL 354 billion in AUM after BRL 42 billion of capital formation and appreciation for the year. The quarter delivered F...
- Total AUM reached BRL 354 billion at year-end 2025, supported by BRL 42 billion of capital formation and portfolio appreciation during the year, BRL 14 billion of which occurred in Q4.
- Q4 Fee Related Earnings were BRL 80.4 million, or BRL 1.23 per share, with a FRE margin of 32.6%. Adjusted Distributable Earnings for Q4 were BRL 81.3 million, or BRL 1.24 per share.
- Full year figures reported: Fee Related Earnings approximately BRL 188.4 million and Adjusted Distributable Earnings of BRL 292.4 million for 2025, with management noting improved margins from cost actions and acquisitions.
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Ooma, Inc. Q4 FY2026 Earnings Call - Record Adjusted EBITDA and AirDial momentum prime the company for acquisitive growth and AI monetization
Ooma closed FY2026 with a clean, profitable finish: Q4 revenue of $74.6 million, record Adjusted EBITDA of $11.5 million (15% of revenue) and full-year Adjusted EBITDA of $33.9 million. Management clo...
- Q4 revenue $74.6m, up 15% YoY; full-year revenue $273.6m, up 7% YoY.
- Q4 Adjusted EBITDA hit a record $11.5m, or 15% of revenue; FY26 Adjusted EBITDA was $33.9m, up from $23.3m the prior year.
- Management guides FY2027 revenue $321m–$325m and Adjusted EBITDA $43m–$44.5m, implying a sizable step-up in profitability.
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BillionToOne Q4 2025 Earnings Call - Breakout revenue, GAAP profitability and a UnitedHealthcare in‑network deal set the stage for 2026 upside
BillionToOne closed 2025 with a blowout quarter and a stack of commercial and clinical wins that management says validate its single-molecule smNGS platform. Q4 revenue hit $96.1 million, full-year re...
- Q4 revenue was $96.1 million; full-year 2025 revenue was $305.1 million, up 100% versus 2024.
- Company reported GAAP profitability in Q4 and for full-year 2025; Q4 operating income was $10.3 million and full-year operating income was $16.0 million.
- Adjusted EBITDA for 2025 was $38.8 million, a 13% margin. Net income available to common shareholders in Q4 was $4.4 million, or $0.11 per diluted share.
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TriplePoint Venture Growth BDC Corp Fourth Quarter 2025 Earnings Call - Portfolio Stabilizing as AI-led Originations Surge
TriplePoint Venture Growth delivered a stabilization quarter after a year of active repositioning. NAV rose to $8.73 from $8.61 a year earlier, driven by increased originations, portfolio diversificat...
- NAV increased to $8.73 per share at December 31, 2025, up from $8.61 a year earlier, reflecting net gains and portfolio progress.
- TPVG closed $508 million of new debt commitments in 2025, a sharp rise from $175 million in 2024, and funded $287 million to 31 companies during the year.
- The advisor’s broader platform signed $1.2 billion of term sheets in 2025, and TPVG’s sponsor pipeline exceeded $2 billion at year-end, signaling strong originations visibility.
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SES AI Fourth Quarter and Full Year 2025 Earnings Call - Pivot from OEM services to ESS, drones and Molecular Universe monetization
SES AI closed 2025 with a tenfold revenue increase to $21 million, but the headline is strategic pivoting more than tidy profitability. One-time OEM service work with Honda and Hyundai drove much of l...
- Revenue jumped to $21.0 million in full-year 2025 from just over $2 million in 2024, driven largely by completed OEM services and four months of UZ Energy contribution.
- Q4 2025 revenue was $4.6 million, up 124% year-over-year, but logistics delays pushed about $1.5 million of revenue into Q1 2026.
- One-time service revenue from Honda and Hyundai totaled $13.6 million in 2025 and is not expected to recur in 2026.
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Cracker Barrel Fiscal 2026 Q2 Earnings Call - Guest experience improving, but traffic still down and EBITDA pressured
Cracker Barrel reported Q2 fiscal 2026 revenue of $874.8 million, with adjusted EBITDA of $38.2 million, down sharply from $74.6 million a year ago. Management pointed to clear operational progress — ...
- Q2 total revenue was $874.8 million, down 7.9% year over year, driven by both restaurant and retail declines.
- Adjusted EBITDA for the quarter was $38.2 million, or 4.4% of revenue, versus $74.6 million, or 7.9%, in the prior year.
- Comparable restaurant sales fell 7.1% and restaurant traffic declined 10.1% in the quarter, with November and December down roughly 10% to 11% and January improving to a 9% decline.
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Cross Country Healthcare Q4 2025 Earnings Call - Targets >$1B Run Rate and 4%-5% Adjusted EBITDA by Year-End 2026
Cross Country Healthcare closed a bruising 2025, with Q4 revenue of $237 million (-24% YoY) and a full-year $1.05 billion (-22% YoY), but management says the worst of the disruption is behind it. With...
- Q4 2025 revenue was $237 million, down 5% sequentially and 24% year over year; full-year 2025 revenue was $1.05 billion, down 22% YoY.
- Gross profit in Q4 was $48 million, gross margin 20.3%, broadly stable across 2025 (20.0%–20.4%).
- Adjusted EBITDA was $40 million in Q4 and $27 million for the full year; full-year Adjusted EBITDA margin was about 2.5%.
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