Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
DocuSign Q3 FY2026 Earnings Call - Strong IAM Adoption Drives Growth and Operational Efficiency
DocuSign delivered a robust Q3 FY2026 performance, powered by strong demand for its Intelligent Agreement Management (IAM) platform and continued e-signature usage growth. Revenue rose 8% year over ye...
- DocuSign Q3 revenue reached $818 million, up 8% year over year, with billings up 10%.
- IAM platform adoption grew to over 25,000 paying direct and digital customers, up from 10,000 in April.
- IAM contributes a low double-digit percentage to recurring revenue, with strong early renewal retention rates.
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Cooper Companies 4Q 2025 Earnings Call - Accelerating MyDay Momentum and Strategic Review Initiated
Cooper Companies reported a solid 4Q 2025 with $1.065 billion in revenue, up 4.6% year-over-year, driven by robust performance in its CooperVision segment. The company highlighted the accelerating glo...
- 4Q 2025 revenues reached a record $1.065 billion, up 4.6% year over year, with 3.4% organic growth.
- CooperVision sales increased 4.9% (3.2% organic), led by strong momentum in MyDay silicone hydrogel lenses and private label contract wins.
- MyDay Premium Daily Silicone Hydrogel lenses are ramping globally, with key upcoming launches for MyDay Energys, Multifocal, and MiSight variants planned for fiscal 2026.
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ServiceTitan Q3 2026 Earnings Call - AI-Driven Growth and Pro Products Propel Record Free Cash Flow
ServiceTitan’s Q3 2026 earnings reveal robust 25% total revenue growth driven by 26% subscription revenue increase and accelerating usage revenue, underscoring strong organic growth across residential...
- ServiceTitan posted 25% year-over-year total revenue growth to $249.2 million in Q3 2026, with subscription revenue up 26%.
- The company’s platform gross margin improved 310 basis points year-over-year to 80.2%, and total gross margin rose 390 basis points to 74.3%.
- Free cash flow hit a record $38 million in Q3, more than tripling from the prior year’s $11 million.
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Rubrik Q3 Fiscal 2026 Earnings Call - Record Subscription ARR Growth and Emerging AI Agent Cloud Innovation
Rubrik reported its strongest quarter yet for Q3 fiscal 2026, adding a record $94 million in net new subscription ARR and hitting a 34% year-over-year subscription ARR growth to $1.35 billion. The com...
- Rubrik achieved record net new subscription ARR of $94 million in Q3, driving subscription ARR to $1.35 billion, a 34% increase year over year.
- Subscription revenue soared 52% year over year to $336 million, with subscription net retention remaining robust above 120%.
- Customers contributing over $100,000 in subscription ARR increased 27% to 2,638, representing 86% of total subscription ARR.
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Domo Q3 FY26 Earnings Call - Ecosystem Partnership Drives Strategic Growth Despite Billing Cycle Lengthening
Domo reported Q3 fiscal 2026 results marked by positive adjusted free cash flow of $2.1 million, an operating margin of 6.8%, and positive EPS for the second consecutive quarter. The company’s strateg...
- Domo achieved positive adjusted free cash flow of $2.1 million in Q3, a $15.8 million year-over-year improvement.
- The company posted a 6.8% operating margin, surpassing guidance and positioning for the highest full-year margin on record.
- Earnings per share were positive for the second consecutive quarter and second time ever.
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Argan, Inc. Q3 Fiscal 2026 Earnings Call - Record Backlog and Robust Demand for Large Gas-Fired and Renewable Power Projects
Argan reported a steady third quarter despite a slight year-over-year revenue dip, driven by project timing rather than demand softness. Revenue hit $251 million with improved gross margins of 18.7%, ...
- Argan achieved $251 million in revenue for Q3 fiscal 2026, down 2% year-over-year due to project timing but up 6% sequentially from Q2.
- Gross margin improved to 18.7% in Q3 from 17.2% a year ago, reflecting better performance across Power Industry Services and Industrial Construction Services segments.
- Net income rose to $30.7 million ($2.17 per diluted share), up from $28 million ($2.00 per share) in Q3 last year; EBITDA margin improved to 16%.
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Stitch Fix Q1 FY26 Earnings Call - Accelerating Growth Fueled by AI-Driven Personalization and Market Share Gains
Stitch Fix kicked off fiscal 2026 with a strong Q1, posting 7.3% year-over-year revenue growth to $342.1 million and adjusted EBITDA margin of nearly 4%. The company credits disciplined execution of i...
- Q1 revenue accelerated 7.3% YoY to $342.1 million, exceeding guidance.
- Adjusted EBITDA margin nearly 4%, driven by disciplined cost management.
- Average order value (AOV) rose nearly 10% for the ninth consecutive quarter, fueled by larger Fixes and improved assortment.
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Smith & Wesson Brands, Inc. Q2 Fiscal 2026 Earnings Call - Brand Strength Drives Market Share Gains Despite Revenue Dip
Smith & Wesson delivered a solid Q2 fiscal 2026, underscored by strategic innovation and disciplined operations that drove market share growth amid a 3.9% revenue decline. The company showcased a 3.3%...
- Q2 net sales were $124.7 million, down 3.9% year-over-year.
- Adjusted handgun sell-through at retail counter grew 7.7%, indicating market share gains despite unit shipments down 1.9%.
- Long gun shipments declined 5.1%, underperforming the category due to limited presence in hunting segment.
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Sportsman’s Warehouse Q3 2025 Earnings Call - Navigating Weak Consumer Sentiment with Strategic Inventory and Category Focus
Sportsman’s Warehouse reported a third consecutive quarter of positive same-store sales growth of 2.2%, driven primarily by hunting and shooting sports (up 5%) and fishing (up 14%). Despite a challeng...
- Sportsman’s Warehouse achieved the third consecutive quarter of same-store sales growth at 2.2%, exceeding the decline of adjusted NICS checks and expanding firearms market share.
- Hunting and shooting sports category sales grew 5%, and fishing saw exceptional growth at 14%, driving revenue with strong inventory and seasonal readiness.
- Camping sales declined significantly, down high single digits, reflecting discretionary spending pressures and leading to inventory reductions and assortment resizing in that category.
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Ulta Beauty Q3 2025 Earnings Call - Strong Sales Growth Fueled by Brand Expansion and Digital Momentum
Ulta Beauty reported a robust third quarter for fiscal 2025, exceeding expectations with net sales up 12.9% to $2.9 billion and a 6.3% comparable sales increase. The company’s broad and balanced beaut...
- Ulta Beauty’s Q3 net sales rose 12.9% to $2.9 billion, driven by 6.3% comparable sales growth across all categories and channels.
- E-commerce grew mid-teens, representing 65% of online member sales, boosted by digital enhancements like Replenish and Save, Wishlist, and expanded ship-from-store.
- All major categories showed positive comps; fragrance led with double-digit growth due to new luxury brands and expanded shelf space.
- +17 more takeaways