Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Cogeco Inc. Q1 2026 Earnings Call - U.S. Turnaround Gains Traction with Medium-Term Growth Ambitions
Cogeco Inc. reported Q1 2026 results in line with expectations, maintaining its full-year guidance across key performance indicators. The U.S. segment, Breezeline, showed notable improvement in subscr...
- Q1 2026 results met company guidance with steady consolidated revenue and EBITDA.
- U.S. segment (Breezeline) showed improved subscriber trends for the second consecutive quarter, best in 15 quarters.
- Penetration is below 20% in half of the U.S. footprint, offering significant growth opportunities.
- +13 more takeaways
BlackRock Fourth Quarter and Full Year 2025 Earnings Call - Accelerating Organic Base Fee Growth and Strengthened Integrated Platform
BlackRock closes out 2025 with record financial performance highlighted by nearly $700 billion in net new asset inflows, 9% organic base fee growth, and significant expansion of its technology and pri...
- BlackRock recorded $698 billion in net new inflows in 2025, marking one of the strongest years in company history.
- Organic base fee growth was 9% for the full year with consecutive quarters of double-digit growth (12% in Q4).
- Technology Annual Contract Value (ACV) grew 16% organically and 31% including Preqin, demonstrating strong SaaS recurring revenue momentum.
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Cogeco Inc. Q1 2026 Earnings Call - U.S. Turnaround Showing Material Subscriber Improvement with Stable Canadian Performance
Cogeco's Q1 2026 earnings reveal consistent progress on the company’s three-year transformation plan. In the U.S., Cogeco's subsidiary Breezeline demonstrated its best subscriber trends in over 15 qua...
- Cogeco’s Q1 2026 consolidated results align with company plans and full-year guidance.
- U.S. broadband subscriber trends improved materially for the second consecutive quarter, marking best performance in 15 quarters.
- In Ohio, positive broadband net additions (2,600) were recorded, the best since acquisition four years ago.
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Velan Inc. Q3 2026 Earnings Call - Navigating Strategic Transition Amid Strong Order Momentum
Velan Inc.'s Q3 2026 results reveal a company at a crossroads, balancing meaningful order growth with an impending change in control. Strong bookings surged 32% year-over-year, driven by key sectors l...
- Velan reported Adjusted EBITDA of CAD 9.5 million on CAD 71.7 million sales for Q3 2026, slightly down from previous year sales.
- Bookings rose 32% year-over-year to CAD 77.9 million, fueled by nuclear and oil & gas sectors mainly in North America, Italy, and China.
- Order backlog increased 8% to CAD 296.8 million, with 80.4% deliverable within 12 months, evidencing sustained demand.
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Safestore FY25 Earnings Call - Strategy Execution Completed, Earnings Growth Expected as Expansion Peak Passes
Safestore reported solid FY25 results with revenue up 5% and EBITDA up 1.3%, reflecting continued execution of its pan-European expansion strategy. The company emphasized that the peak of store openin...
- Safestore grew total revenue by 5% and underlying EBITDA by 1.3% in FY25, signaling strong trading despite short-term earnings dilution from its expansion program.
- The company completed its largest space extension in recent history and passed peak store openings, marking a transition from expansion to earnings delivery phase.
- Like-for-like occupancy increased to 81.2%, with stable store margins at 68%, supported by a 2.9% increase in revenue per available foot (RevPAF).
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Robert Walters Q4 2025 Earnings Call - Mixed Geographic Performance Amidst Market Recovery and Cost Discipline
Robert Walters' Q4 2025 trading update reveals a 14% year-on-year decline in net fee income, reflecting uneven recovery across geographies. The UK specialist recruitment business showed robust growth,...
- Q4 2025 net fee income declined 14% year-on-year, consistent with trends through the year.
- Specialist recruitment comprises 82% of group fees; recruitment outsourcing holds 18%.
- UK specialist recruitment surged 25%, showing momentum after a soft comparative and disciplined sales funnel management.
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TSMC Q4 2025 Earnings Call - AI-Driven Growth Spurs Record Revenue and Accelerated Capacity Expansion
TSMC reported strong Q4 2025 results with revenue up 5.7% sequentially and gross margin improving to 62.3%, driven by leadership in leading-edge technologies and high capacity utilization. The company...
- Q4 2025 revenue increased 5.7% sequentially to US$33.7 billion, driven by strong demand for leading-edge nodes (3nm, 5nm, 7nm).
- Gross margin rose 2.8 points to 62.3% in Q4 due to cost improvements, better FX rates, and high utilization.
- Advanced technologies (≤7nm) accounted for 77% of wafer revenue in 2025, up from 69% in 2024.
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Haivision Q4 2025 Earnings Call - Record Revenue Surpasses $40M with Strong Product Demand and Double-Digit Growth
Haivision closed fiscal 2025 on a high note, delivering a record quarterly revenue of $40.2 million, a 33% leap year-over-year, marking the company’s highest quarterly sales ever. Fueled by robust dem...
- Haivision achieved a record quarterly revenue of $40.2 million in Q4 2025, up 33% year-over-year, surpassing $40 million for the first time in any quarter.
- Full fiscal 2025 revenue reached $137.6 million, a 6.2% increase over prior year, with strong recovery in H2 after a weak start to the year.
- Q4 Adjusted EBITDA rose 140% to $7.1 million, with a 17.6% margin, approaching the company’s long-term 20% target once scale ($150-$160M revenue) is reached.
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Compass Diversified 3Q 2025 Earnings Call - Recovery and Growth Through Turbulent 2025 with Focus on Deleveraging
Compass Diversified (Cody) marked a significant milestone by becoming current with its SEC filings and credit facility compliance after a turbulent 2025, reinstating operational normalcy. The firm rep...
- Compass Diversified is now current with SEC filings and credit compliance, returning to normal operations after a challenging year.
- 2025 year-to-date consolidated net sales rose 8.6%, or 6.1% excluding the bankrupt Lugano subsidiary.
- Subsidiary-adjusted EBITDA excluding Lugano grew 5.8%, led by double-digit growth at The Honeypot and Sterno, and Altor's acquisition of Lifoam.
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RF Industries Fiscal 4Q & Full Year 2025 Earnings Call - Breakout Year Driven by Strategic Transformation and Diversification
RF Industries reported a strong fiscal 2025 marked by a 24% full-year sales increase to $80.6 million and a gross profit margin expansion to 33%. The company’s strategic pivot from a component supplie...
- RF Industries delivered 24% full-year revenue growth, reaching $80.6 million in fiscal 2025.
- Fourth quarter sales increased 23% year-over-year to $22.7 million, with gross margins expanding to 37%.
- Adjusted EBITDA rose significantly to 11.5% of net sales in Q4, exceeding the 10% profitability target.
- +12 more takeaways