Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Zscaler Q2 Fiscal 2026 Earnings Call - AI agents and Zero Trust drive upgraded guidance
Zscaler delivered a beat-and-raise quarter, driven by strong demand for its Zero Trust Exchange and a newly amplified AI security narrative. ARR ended the quarter at $3.4 billion, revenue was $816 mil...
- Total ARR reached $3.4 billion, up 25% year-over-year, with net new ARR of $156 million in Q2, up 19% year-over-year.
- Revenue beat at $816 million, growing 26% year-over-year and 4% sequentially.
- Management raised full-year ARR guidance to $3.730 billion-$3.745 billion, implying ~24% ARR growth, and raised revenue guidance for fiscal 2026 to $3.309 billion-$3.322 billion.
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Figure Technology Solutions Q4 2025 Earnings Call - Figure Connect exceeds 50% of volume, accelerating a capital-light marketplace shift
Figure used Q4 to prove the operational thesis: Figure Connect is moving from pilot to core. For the first time, more than half of consumer loan marketplace volume flowed through Connect, pushing the ...
- Figure Connect hit a milestone, accounting for more than 50% of consumer loan marketplace volume in Q4, a fast ramp from its June 2024 launch and a structural step toward a capital-light model.
- Consumer loan marketplace volume was $2.7 billion in Q4, up 131% year-over-year, with 307 partners now on the platform.
- Adjusted net revenue was $158 million, up 106% year-over-year; adjusted EBITDA was $81.3 million, up ~426% year-over-year, with adjusted EBITDA margin expanding to 51.6%.
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PAR Technology Q4 2025 Earnings Call - AI-first platform momentum drives multi-product wins and ARR to $315.4M
PAR closed a strong Q4 and a turnaround year, with revenue of $120.1 million in the quarter and full-year revenue of $455.5 million. The company reported its third consecutive quarter of non-GAAP prof...
- Q4 revenue was $120.1 million, up 14% year-over-year; full-year revenue was $455.5 million, up $105 million versus prior year.
- PAR exited Q4 with ARR of $315.4 million, representing ~15% organic ARR growth year-over-year, and reported $17 million incremental ARR in Q4 (record).
- Subscription services represented 63% of Q4 revenue at $76 million, up 18% year-over-year, and subscription services grew 40% for the full year per management.
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Ginkgo Bioworks Q4 2025 Earnings Call - Ginkgo doubles down on autonomous labs, spins off biosecurity
Ginkgo used the quarter to draw a hard line in the sand. Management will pivot the company into the autonomous lab category as its core strategy for 2026, reallocating capital and operational focus to...
- CEO Jason Kelly announced an explicit strategic pivot: 2026 will focus on winning the autonomous lab category, reallocating capital and attention away from other initiatives.
- Ginkgo will divest its biosecurity business into a private entity, keeping a minority stake, to free up capital and bring defense-focused investors into that business.
- Management plans to systematically decommission traditional benches and work cells, migrating internal R&D onto a single large autonomous lab in Boston called Nebula as a commercial proof point.
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Natera Q4 2025 Earnings Call - MRD volume surge and margin breakout set stage for $2.62–2.7B 2026 guide
Natera closed 2025 with a blowout quarter, driven by MRD adoption and operational gains. The company processed about 924,000 tests in Q4, including a record 225,000 MRD clinical units, producing $666 ...
- Q4 volume and revenue outperformed: ~924,000 tests processed, $666M revenue, about $6M ahead of the January pre-announce, roughly 40% revenue growth year-over-year.
- MRD momentum is the engine: 225,000 MRD clinical units in Q4, up about 56% versus Q4 2024; management estimates over 50% of US oncologists ordered a Signatera test in the quarter.
- Gross margin expansion was material: reported margin 66.9% in Q4, with organic gross margin 63.7% after stripping ~$60M of revenue true-ups; management sees additional margin upside in 2026.
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Organogenesis Holdings, Inc. Q4 2025 Earnings Call - Record Q4 revenue, but CMS December commentary sparks near-term utilization shock and 2026 revenue guidance cut
Organogenesis closed 2025 with a blowout quarter, reporting $225.1 million of net product revenue in Q4, driven by an 83% year-over-year surge in advanced wound care and materially better margins. Man...
- Q4 2025 net product revenue $225.1 million, up 78% year-over-year and 50% sequentially, beating prior guidance by a wide margin.
- Advanced wound care sales jumped 83% year-over-year in Q4 and were the primary driver of the record quarter.
- Surgical and Sports Medicine sales were down 2% in Q4 but up 12% for full-year 2025, led by PuraPly growth.
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Cytek Biosciences Q4 2025 Earnings Call - Return to growth led by recurring revenue and APAC momentum, but profitability pressured by a large tax valuation allowance and higher operating costs
Cytek closed 2025 with accelerating top-line momentum, reporting Q4 revenue of $62.1 million, up 8% year-over-year, and full-year revenue of $201.5 million, up 1%. Growth was broad-based by region in ...
- Q4 revenue $62.1M, +8% year-over-year; full-year 2025 revenue $201.5M, +1% year-over-year.
- Installed base reached 3,664 units after adding 208 instruments in Q4; 2025 unit order volume rose 22% year-over-year and accelerated to 26% in Q4.
- Recurring revenue now 34% of total and grew 21% year-over-year, driven by service, reagents, and cloud adoption.
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Asure Software Q4 2025 Earnings Call - Asure Central and Luna AI set the stage for a 2026 revenue inflection
Asure closed 2025 with clear top-line momentum and cleaner margins, driven by the rollout of Asure Central and rapid adoption of its Luna AI agent. Full-year revenue reached $140.5 million, up 17% yea...
- Full-year 2025 revenue was $140.5 million, up 17% year over year; Q4 revenue was $39.3 million, up 28% year over year.
- Recurring revenue for 2025 was $127.3 million, an 11% increase year over year; Q4 recurring revenue was $33.7 million, up 18% year over year.
- Organic growth accelerated to 10% in Q4 from 4% in Q3, with full-year organic growth of 5% in 2025.
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Pacira BioSciences Q4 2025 Earnings Call - EXPAREL momentum, IP runway to 2039 and data-rich pipeline set 2026 agenda
Pacira presents a clear reset. FY2025 revenue was $726 million, EXPAREL volumes showed a second-half acceleration and Q4 sales reached $155.8 million, while the company secured a material IP and comme...
- FY2025 revenue was $726 million, with Q4 EXPAREL sales of $155.8 million versus $147.7 million in Q4 2024, reflecting roughly 7% volume growth in the quarter.
- Pacira reported its highest-ever non-GAAP gross margins in Q4, 80% versus 79% a year ago, and guided 2026 non-GAAP gross margins to 77%–79% while targeting a 5 percentage point improvement versus 2024 by 2030 under its 5x30 plan.
- Management says the legal settlement with Fresenius provides EXPAREL volume-limited runway visibility through 2039, and the IP estate has expanded to 21 patents across two families, materially strengthening exclusivity compared with one patent a year ago.
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BioLife Solutions Q4 2025 Earnings Call - BPM dominance fuels 29% FY growth, company guiding to first GAAP profit
BioLife closed 2025 with a clean, narrower portfolio and a clear commercial story. Total revenue from continuing operations rose 29% to $96.2 million, driven by biopreservation media, which made up ab...
- Full-year 2025 revenue from continuing operations was $96.2 million, up 29% year-over-year; Q4 revenue was $24.8 million, up 20% year-over-year.
- Biopreservation media (BPM) accounted for roughly 85% of Q4 revenue and remains the core cash engine for the business.
- Top 20 BPM customers represent about 80% of BPM revenue, concentrating visibility but also client risk.
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