Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Archer Aviation Q4 '25 Earnings Call - FAA Accepts 100% of Midnight Means of Compliance, Piloted VTOL Campaign and UAE Launch Next
Archer opened the door on a busy 2026. The company reported completing 100% of Midnight's means of compliance with the FAA, begun a piloted VTOL flight campaign, and plans to start Type Inspection Aut...
- Archer says the FAA has accepted 100% of Midnight’s means of compliance, a milestone the company frames as unlocking the next certification phase.
- Piloted VTOL flight test campaign for Midnight has begun, with plans to expand the piloted fleet and flight envelope through 2026.
- Archer expects Type Inspection Authorization activities with the FAA to begin as soon as this year, moving toward full certification and commercial operations.
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Asana Q4 FY2026 Earnings Call - AI platform momentum powers ARR expansion and margin lift
Asana closed FY26 with steady revenue growth, meaningful margin expansion, and clear proof points that its AI strategy is moving from experiment to enterprise product. Q4 results showed $205.6 million...
- Q4 revenue was $205.6 million, up 9% year-over-year.
- Non-GAAP operating income for Q4 was $18.2 million, a 9% operating margin, reflecting disciplined cost reallocation.
- Adjusted free cash flow in Q4 was $25.7 million, or 13% of revenue.
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Plug Power Q4 2025 Earnings Call - Margin Inflection, Targeting Positive EBITDA in Q4 2026
New CEO Jose Luis Crespo opened his tenure by framing 2025 as a structural turning point. The company reported roughly 30% revenue growth for the year and swung Q4 gross margin from negative 122.5% a ...
- This was Jose Luis Crespo’s first earnings call as CEO, with a mandate to convert market leadership into sustained profitable growth.
- Plug reports approximately 30% revenue growth in 2025 versus 2024.
- Q4 2025 gross margin improved to positive 2.4%, a 125 percentage point swing from negative 122.5% in Q4 2024.
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LendingTree Inc. Q4 2025 Earnings Call - Insurance Strength and AI Gains Propel Record Results Despite Mortgage Headwinds
LendingTree closed 2025 with a strong finish: total VMD rose 14% and adjusted EBITDA grew 28%, driven by broad-based strength in insurance, consumer products and SMB. Management says insurance deliver...
- Q4 2025 VMD up 14% year-over-year, adjusted EBITDA up 28% year-over-year.
- Insurance VMD was $174 million in 2025, a 10% increase versus prior year, finishing Q4 at record levels and carrying momentum into early 2026.
- Carriers beyond the top three drove outsized growth: insurers ranked 4 through 10 grew revenue with LendingTree by 65% in 2025, signaling broader participation.
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Gorilla Technology Q4 2025 Earnings Call - Record $101.4M FY Revenue and Turnaround, pivoting to GPU data centers
Gorilla closed 2025 with a milestone: record full year revenue of $101.4 million, a 35.7% year-on-year increase, and a dramatic IFRS profitability swing. Management reported an IFRS operating loss tha...
- Record FY2025 revenue of $101.4 million, up 35.7% year-on-year, first time crossing $100 million annualized revenue.
- Material IFRS turnaround, operating loss narrowed to $13.7 million from $66.9 million, a 79.6% improvement; IFRS net loss narrowed to $11.3 million from $64.8 million.
- Adjusted EBITDA about $19.1 million and adjusted net income roughly $19.9 million, driving adjusted basic EPS of $0.89 versus consensus $0.84.
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Core Scientific Q4 2025 Earnings Call - Energized 350 MW, billing near 200 MW, but no new colocation customer signed
Core Scientific leaned hard on execution in Q4, and the headline is real: the company has energized roughly 350 megawatts of capacity and is billing close to 200 megawatts as it races to deliver CoreW...
- Management missed one of its four October deliverables, it did not sign a new colocation customer by the call; two sites are under short exclusivity and discussions remain active.
- Core Scientific has energized approximately 350 megawatts of capacity and is billing nearly 200 megawatts, which management says puts them about halfway on the Quarry/CoreWeave contract.
- Going forward the company will report megawatts when billing begins, not when energized, to reduce ambiguity between energization and revenue start.
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Senseonics Q4 2025 Earnings Call - Commercial Takeover, Year-Long CGM Momentum Fuels 2026 Revenue Guide
Senseonics used 2025 to reassemble its commercial engine, convert nearly all U.S. sales staff in-house, and push Eversense 365 into the market as a full year product. The result was a step change in t...
- Senseonics completed a commercial transition from Ascensia in the U.S., bringing sales, customer service, marketing, and sales operations in-house, with nearly 100 percent of U.S. employees converting.
- Q4 2025 net revenue was $14.3 million, up 72 percent year over year, driving full year 2025 revenue to $35.3 million versus $22.5 million in 2024.
- Gross margins finished the year above 50 percent, a large improvement from prior levels, with Q4 gross profit of $7.7 million.
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Ameresco, Inc. Q4 2025 Earnings Call - Execution and backlog set the runway for 2026 revenue and EBITDA growth
Ameresco closed 2025 with a clean, broad-based quarter that leaned on execution and recurring revenue. Q4 revenue hit a record $581 million, and management converted roughly $1.5 billion of backlog in...
- Q4 2025 revenue was a record $581 million, up 9% year over year, driven by growth across all core business lines.
- For 2025 Ameresco converted approximately $1.5 billion of project backlog into revenue, demonstrating strong execution on contracted work.
- Total project backlog stands above $5.0 billion, while total awarded backlog was cited at more than $2.5 billion, up 13% year over year.
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Quantum Computing Inc. Fourth Quarter and Full Year 2025 Earnings Call - LSI Acquisition and $1.5B+ Cash Raise Put Manufacturing Scale Within Reach
QCI called 2025 a transformational year, moving from lab-stage R&D toward a manufacturing-focused photonics and quantum platform. Management opened a thin-film lithium niobate prototype fab, began gen...
- QCI completed and opened Fab One, a thin-film lithium niobate photonic chip rapid-prototyping facility focused on design/fab/test iteration rather than high-volume production.
- Foundry services from Fab One began generating early revenue in Q4 2025; Q4 revenue was $198,000 versus $62,000 a year earlier.
- QCI announced Fab Two planning to provide a domestic vertically integrated processing capability for specialized quantum and nanophotonic chips, but material CapEx is not expected in 2026.
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BigBear.ai Q4 2025 Earnings Call - Strengthened Balance Sheet and Strategic M&A Position Firm to Deploy Agentic AI for Defense and Trade
BigBear.ai closed 2025 with a materially stronger balance sheet, aggressive M&A, and a sharpened go-to-market around national security and trade. Management raised about $693 million in 2025, eliminat...
- Management says 2025 ended with the strongest financial position in company history after raising approximately $693 million via ATM facilities and warrant exercises.
- Q4 2025 revenue was $27.3 million, down $16.5 million year-over-year, primarily due to lower volume on Army programs that management had previously signaled.
- Gross margin fell to 20.4 percent in Q4 2025 from 37.4 percent a year earlier, with management attributing the decline to non-repeating, high-margin license deliveries and a fringe and overhead true-up in 2024.
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