Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
51Talk Online Education Group Q3 2025 Earnings Call - Accelerating Revenue Growth Surpasses Guidance Amid Rising Marketing Spend
51Talk's third quarter 2025 earnings reveal a sharp acceleration in revenue, with gross billings hitting $40.5 million, up 42.1% sequentially and a striking 104.6% year-over-year surge. This growth fu...
- Q3 2025 gross billings reached $40.5 million, exceeding company guidance and reflecting 42.1% sequential and 104.6% year-over-year growth.
- Net revenues for Q3 were $26.3 million, up 87.5% year-over-year, driven by expanded active student base with increased attended lesson consumption.
- Active students hit 112,600 in Q3 2025, surpassing 100,000 for the first time since global expansion began over three years ago.
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CXAI Q3 2025 Earnings Call - Momentum Builds as Agentic AI Transforms Workplace Experience
CXAI’s third quarter 2025 presented a clear narrative of momentum in both technological innovation and financial discipline. The company continues to position itself as the architect of the new workpl...
- CXAI operates a global workplace experience platform using agentic AI and spatial intelligence, active in 200+ cities and 50 countries with over 1 million users.
- The company emphasizes agentic orchestration that unifies disparate workplace apps into intelligent, proactive systems, solving an enterprise gap where AI adoption lacks scale and orchestration.
- Recently launched kiosk products are in pilot with multiple clients, with plans for rapid scaling across large enterprise campuses beginning Q1 2026.
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Dyadic International Q3 2025 Earnings Call - Transition to Commercial Product Sales and CRISPR Integration Accelerate Growth
Dyadic International marked a turning point in Q3 2025 by moving decisively from a platform-centric R&D entity to a commercially focused biotechnology company. This quarter included their first commer...
- Dyadic achieved its first commercial bulk sale of recombinant protein (FGF) in Q3 2025, signaling commercialization success.
- New CRISPR-Cas9 license with ERS Genomics enhances Dyadic's strain optimization and productivity, accelerating product development and customer programs.
- Dyadic rebranded as Dyadic Applied Biosolutions, signaling shift from R&D focus to product-driven biotech company.
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Aeries Technology Q2 2026 Earnings Call - Turnaround Complete, AI-Enabled Growth Accelerates
Aeries Technology marked a pivotal milestone in Q2 FY2026, delivering its strongest half-year performance in history and signaling the end of its turnaround phase. Revenue rose 3% year-over-year to $1...
- Aeries posted $17.36 million in Q2 revenue, a 3% increase year-over-year, signaling stable top-line growth following turnaround.
- Net income improved sharply to $0.64 million from a $2.3 million loss a year ago, marking second consecutive profitable quarter.
- Adjusted EBITDA swung to $2.55 million with a 14.7% margin, versus a prior loss, underscoring operational leverage.
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SentinelOne Q3 FY 2026 Earnings Call - Surging AI-Driven Platform Fuels 23% ARR Growth and Profitable Operating Leverage
SentinelOne delivered a strong Q3 with 23% year-over-year ARR growth to $259 million in revenue, propelled by broad adoption of its AI-infused Singularity Platform. New business momentum and expansion...
- SentinelOne’s Q3 ARR grew 23% year-over-year, driven by strong new customer wins and expansion within existing accounts, with total revenue reaching $259 million.
- Operating margin improved substantially to 7%, marking sustained quarterly profitability, complemented by a 6% free cash flow margin as the company advances toward full-year profitability.
- Non-endpoint solutions constituted approximately half of Q3 bookings, reflecting broadening platform adoption beyond core endpoint products.
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Victoria's Secret & Company Q3 2025 Earnings Call - Strong Growth and Market Share Gains Amid Strategic Transformation
Victoria's Secret & Company reported a strong third quarter for fiscal 2025, beating guidance with 9% net sales growth to $1.47 billion, 170 basis points gross margin expansion, and a 45% increase in ...
- Victoria's Secret delivered 9% net sales growth in Q3 2025, with $1.47 billion revenue and earnings up 45%, exceeding guidance.
- Gross margin expanded by 170 basis points due to operational leverage and reduced discounting, despite $15 million tariff headwinds.
- Total customer file grew for the first time in years, fueled by increased new and reactivated customer acquisition, especially aged 18-24.
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KNOT Offshore Partners Q3 2025 Earnings Call - Sponsor's $10/unit Buyout Offer Takes Center Stage
KNOT Offshore Partners reported solid third quarter 2025 results with revenues of $96.9 million, operating income of $30.6 million, and net income of $15.1 million, underpinned by a 99.9% utilization ...
- KNOT Offshore Partners reported Q3 2025 revenues of $96.9 million and net income of $15.1 million with very high fleet utilization at 99.9%.
- Adjusted EBITDA for Q3 was $61.6 million, supported by a fleet of 19 vessels averaging 10 years in age.
- Available liquidity increased to $125.2 million at quarter-end, composed of $77.2 million cash plus $48 million undrawn credit facility capacity.
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Tuniu 2025 Q3 Earnings Call - Solid Revenue Growth Fueled by Domestic and Outbound Tour Expansion
Tuniu reported a 9% year-over-year increase in net revenues for Q3 2025, driven mainly by a 12% rise in packaged tours revenues. Domestic tours contributed approximately two-thirds of total GMV while ...
- Tuniu's Q3 2025 net revenues rose 9% year-over-year to RMB 202.1 million.
- Packaged tour revenues increased 12% year-over-year, representing 89% of total revenue.
- Domestic tours accounted for about two-thirds of transaction volume and GMV; outbound tours one-third.
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Hewlett Packard Enterprise Fiscal 2025 Q4 Earnings Call - Networking and AI Drive Transformative Growth with Record Margins
Hewlett Packard Enterprise (HPE) closed fiscal 2025 with robust results, powered by the transformative acquisition of Juniper Networks and strong execution across networking, AI, and hybrid cloud segm...
- HPE reported Q4 revenue of $9.7 billion, up 14% year-over-year, with non-GAAP operating margin at a record 12.2%.
- Acquisition of Juniper Networks fully integrated in Q4, boosting networking revenue by 150% year-over-year to $2.8 billion with a 23% operating margin.
- Networking orders grew faster than revenues, signaling strong demand and market recovery, especially in WAN, campus, branch, routing, and security.
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IDT Corporation 2026 Q1 Earnings Call - Growth Segments Drive Record Adjusted EBITDA and Margin Expansion
IDT Corporation reported a strong start to fiscal 2026 with consolidated revenue up 4% year-over-year to $323 million and a record gross profit of $118 million, resulting in a 37% gross margin. The gr...
- IDT delivered 4% year-over-year consolidated revenue growth to $323 million in Q1 fiscal 2026.
- The company achieved record gross profit of $118 million, lifting gross margin to 37%.
- Adjusted EBITDA rose 26% year-over-year to a record $37.9 million with a margin of 11.7%.
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