Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Wix Q3 2025 Earnings Call - Base44 Drives Growth Amid AI Investment and Product Delays
Wix's Q3 2025 results exceeded expectations with 14% year-over-year growth in both bookings and revenue, fueled by strong user cohorts and the rapid expansion of its AI-powered app-building platform, ...
- Wix's Q3 2025 bookings and revenue grew 14% year-over-year to $515 million and $505 million respectively, surpassing guidance.
- Base44, Wix's AI-powered app builder acquired in June, grew its audience share to over 10% by October and serves 2 million+ users, with over 1,000 new paying subscribers daily.
- Base44's revenue is mostly monthly subscriptions, leading to linear bookings but front-loaded costs, causing short-term margin headwinds.
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Organigram Global Q4 Fiscal 2025 Earnings Call - Record Revenue and Market Leadership Fuel Ambitious Growth Outlook
Organigram Global closed fiscal 2025 with unprecedented momentum, reporting record net revenue of CAD 259.2 million, up 62% year-over-year. The integration of Motif Labs played a pivotal role, enhanci...
- Organigram achieved record fiscal 2025 net revenue of CAD 259.2 million, a 62% increase from prior year, driven by organic growth and acquisitions.
- Motif Labs acquisition enhanced Organigram's operational capabilities and added advanced extraction for vapes and pre-rolls without diluting market share.
- Organigram holds the #1 Canadian cannabis market share position with 11.9%, leading in most provinces except Quebec where it ranks fourth but growing.
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Navan Q3 Fiscal 2026 Earnings Call - AI-Driven Growth Accelerates with 29% Revenue Increase and 74% Gross Margin
Navan’s Q3 fiscal 2026 earnings reveal a compelling narrative of growth and transformation as the company debuts as a public entity. Revenue surged 29% year-over-year to $195 million, driven by robust...
- Navan reported Q3 revenue of $195 million, a 29% increase year-over-year, underscoring strong top-line growth as a newly public company.
- Non-GAAP gross margin hit a record 74% in Q3, up approximately 200 basis points from the prior year, driven by AI automation via the Avapro customer support agent.
- Non-GAAP operating margin improved by 870 basis points year-over-year to 13%, reflecting operating leverage and cost efficiencies across sales, R&D, and G&A.
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Champions Q2 FY2026 Earnings Call - Momentum Builds on Revenue Growth and Emerging Radiolabeling Edge
Champions delivered a solid second quarter for fiscal 2026, posting 11% year-over-year revenue growth reaching $15 million, a rise powered by improved booking conversions and a decrease in cancellatio...
- Champions posted 11% YoY revenue growth to $15 million in Q2 FY2026, driven by better booking conversions and fewer cancellations.
- Gross margin improved to 52% from 45% last year, reflecting operational efficiencies and leveraging scale in the core tumor operating services (TOS) business.
- Radiolabeling and radiopharmaceutical workflows are a standout growth segment, with Champions operating one of the few approved industry labs.
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Parks America 4Q & FY 2025 Earnings Call - Texas Park Showing Accelerated Growth Despite Lagging Asset Efficiency
Parks America’s 4Q and full-year 2025 earnings reveal a mixed bag across its park portfolio. Texas park revenue surged significantly, driven by a combination of rising attendance and ticket price hike...
- Texas park revenue grew significantly year-over-year, driven by higher attendance and ticket price increases despite prior free admission promotions, which complicate attendance comparisons.
- Attendance reporting excludes quarters where free promotions occurred to avoid skewed metrics; going forward, attendance changes will only be disclosed when comparable paid attendance exists.
- Missouri park attendance rose 14%, but revenue only increased 7.5%, reflecting seasonality, elimination of higher-cost food services, and widespread consumer reluctance to spend in the Branson-Springfield market, consistent with broader industry softness.
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Ocean Power Technologies Q2 Fiscal 2026 Earnings Call - Pipeline Surges to $137 Million Amid Renewed U.S. Government Momentum
Ocean Power Technologies reported a marked increase in its financial and operational metrics during Q2 fiscal 2026. The company's backlog jumped to approximately $15 million, up $11.2 million year-ove...
- Backlog stands at approximately $15 million, up $11.2 million year-over-year, signaling stronger future revenue visibility.
- Pipeline expanded to $137.5 million, a $53.2 million increase year-over-year, reflecting larger, strategic opportunities.
- Revenue for Q2 was $0.4 million, down from $2.4 million last year, due in part to government shutdown delaying deliveries.
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MHP Q3 & 9M 2025 Earnings Call - Resilient Growth Amid War and Strategic European Expansion
MHP delivered a strong third quarter and nine-month performance in 2025 despite the ongoing war in Ukraine and associated operational headwinds. The company saw a 29% year-on-year revenue increase in ...
- Ukraine’s economy showed resilience with 2% GDP growth in Q3 2025 despite war-related challenges.
- MHP’s Q3 2025 revenue surged 29% year-on-year to approximately $1 billion; nine months revenue rose 16% to over $2.6 billion.
- Adjusted EBITDA in Q3 grew 27% to over $200 million but was pressured by higher payroll, SG&A, and war-related expenses.
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Thymen Corporation Q4 2025 Earnings Call - Monterrey Plant Issues Drive $8 Million EBITDA Hit but Recovery On Track
Thymen Corporation's Q4 2025 earnings call highlights a $8 million negative EBITDA impact from operational challenges at the Monterrey plant, exceeding earlier $5 million estimates due to increased la...
- Monterrey plant challenges caused an $8 million EBITDA drag in Q4, exceeding initial $5 million estimates due to 24/7 operations and higher logistics costs.
- The company expects a $3 million EBITDA impact in Q1 2026 with recovery to zero impact thereafter, aided by aggressive operational adjustments.
- 2026 revenue outlook is flat with stable volumes and pricing; EBITDA anticipates benefits from lower costs in Mexico and synergies, offset by higher SG&A from inflation and bonuses.
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Butler National Corporation Q2 2025 Earnings Call - Aerospace Growth Drives Record Margins Amid Gaming Headwinds
Butler National Corporation reported a strong second quarter in fiscal 2025 highlighted by a 9% revenue increase to $23.3 million and a 67% surge in net income to $6 million, boosted by a $1.5 million...
- Butler National achieved record quarterly net income of $6 million, up 67% year-over-year, driven mainly by aerospace segment growth and a property sale gain.
- Total revenue rose 9% to $23.3 million, with aerospace revenues increasing 20% to $14 million, contrasting with a 5% decline in gaming segment revenue.
- Aerospace segment operating margin improved significantly to 38% from 21%, reflecting better cost control and a favorable business mix.
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Zedge Q1 2026 Earnings Call - Subscription Growth and Data Seeds Drive Recovery Amid Legacy Challenges
Zedge kicked off fiscal 2026 with a cautious yet confident step forward. The company posted a 5.8% year-over-year revenue rise to $7.6 million, fueled primarily by its core marketplace's healthy mid-s...
- Zedge reported a 5.8% year-over-year revenue increase to $7.6 million, marking a return to mid-single-digit growth.
- The active subscription base surged 54% year-over-year to a record 1.1 million, driving strong ARR and improved monetization.
- Average revenue per monthly active user climbed nearly 30%, supported by higher CPMs and optimized ad and subscription stacks.
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