Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Yuanbao Inc. Q3 2025 Earnings Call - AI-Driven Growth Propels Record Revenue and Profitability
Yuanbao Inc. marked another quarter of robust performance with total revenue jumping 33.6% year-over-year to RMB 1.16 billion and net income soaring 51.3% to RMB 370 million. This growth story isn't j...
- Yuanbao achieved a 33.6% YoY revenue increase to RMB 1.16 billion and a 51.3% increase in net income to RMB 370 million in Q3 2025.
- The company posted its 13th consecutive profitable quarter, with cash reserves rising 82.3% YoY to RMB 3.75 billion.
- New policy sales surged 41.8%, reaching 8 million in the quarter, driven by enhanced AI and data analytics improving customer targeting and product design.
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Waterdrop Q3 2025 Earnings Call - AI Integration Drives Robust Growth and Efficiency Gains
Waterdrop delivered a strong third quarter in 2025, with total revenue up 38.4% year-over-year to CNY 975 million, driven largely by a 44.8% surge in insurance business revenues. The company's net pro...
- Waterdrop's total revenue for the first nine months of 2025 reached CNY 2.57 billion, a 23.1% year-on-year increase.
- Net profit attributable to ordinary shareholders rose sharply by 51.9% to approximately CNY 410 million, marking 15 consecutive profitable quarters.
- The insurtech business grew operating profit by 44.3%, driven by full AI integration enhancing underwriting, marketing, and risk control.
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Okta Q3 FY26 Earnings Call - Strong Quarter Driven by AI Agent Security Innovation and Platform Consolidation
Okta reported a solid Q3 FY26, fueled by strong performances in workforce upsells, notably with new products like Okta Identity Governance, and a surge in interest around securing AI agents. CEO Todd ...
- Okta delivered a strong Q3 FY26 with solid revenue growth driven by large customer momentum and workforce upsells.
- New products like Okta Identity Governance and AI agent security solutions significantly contributed to results and appear as major growth drivers.
- AI security is emerging as a critical identity challenge; Okta positions itself as the essential identity layer for securing AI agents.
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American Eagle Outfitters Q3 2025 Earnings Call - Robust Aerie Growth and Raised Q4 Outlook Amid Tariff Challenges
American Eagle Outfitters posted a strong third quarter in 2025 with record revenues of $1.4 billion, a 6% increase year-over-year, and earnings per share rising 10% to $0.53 on adjusted basis. Key dr...
- American Eagle delivered record Q3 revenue of $1.4 billion, up 6% over last year, with adjusted EPS of $0.53 increasing 10%.
- Aerie led growth with an 11% comp increase driven by broad strength across intimates, apparel, sleepwear, and Offline activewear.
- American Eagle brand comp improved sequentially to 1%, led by denim and men's categories showing accelerating momentum.
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CrowdStrike Fiscal Q3 2026 Earnings Call - AI-Driven Demand Accelerates Platform Consolidation and Record Growth
CrowdStrike delivered a record Fiscal Q3 2026 driven by accelerating AI adoption, robust customer demand, and broad platform expansion. The company reported net new ARR of $265 million, a 73% year-ove...
- Record Q3 net new ARR was $265 million, growing 73% year-over-year, surpassing expectations by over 10%.
- Ending ARR reached $4.92 billion, accelerating to 23% year-over-year growth.
- Free cash flow hit a record $296 million, representing 24% of revenue, with operating income at an all-time high of $265 million (21% margin).
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GitLab Q3 FY26 Earnings Call - Launching Duo Agent Platform to Solve AI Paradox and Expand Beyond Seat-Based Model
GitLab delivered a strong Q3 FY26 with 25% revenue growth to $244 million and an 18% non-GAAP operating margin, surpassing guidance. CEO Bill Staples emphasized GitLab’s strategic shift towards integr...
- GitLab reported Q3 FY26 revenue of $244 million, a 25% year-over-year increase, exceeding guidance.
- Non-GAAP operating margin for Q3 reached 18%, 5 points above guidance, reflecting operational efficiency.
- CEO Bill Staples highlighted GitLab’s Duo Agent Platform nearing general availability to integrate AI across the software lifecycle.
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Pure Storage Q3 FY26 Earnings Call - Exceeding Hyperscale Shipments and Raising Fiscal Guidance
Pure Storage posted a strong Q3 FY26, with revenue soaring 16% to $964 million and operating profit up 17% to a record $196 million, driving operating margins above 20%. The company exceeded its annua...
- Pure Storage achieved $964 million in Q3 revenue, up 16% year-over-year, and a record $196 million operating profit with 20.3% margin.
- The company exceeded its annual hyperscale shipment target of 2 exabytes by end of Q3 and expects continued growth in Q4 and FY27.
- Enterprise momentum is strong, driven by Evergreen One subscription model and Fusion-enabled Purity OS platform enhancing data management.
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Leslie’s Q4 and Full Year 2025 Earnings Call - Strategic Transformation Focused on Price-Value Reset and Store Optimization
Leslie’s delivered Q4 and full year 2025 results marked by a strategic pivot toward sustainable profitability through a multi-pillar transformation plan. Despite a 2.2% sales decline in Q4 and a net l...
- Leslie’s experienced a 2.2% sales decline in Q4 2025 despite an extra 53rd week, with same-store sales down 6.8%.
- Net loss in Q4 surged to $162.8 million, largely due to a $184 million impairment charge including goodwill and store closures.
- Management identified price-value misalignment on core chemical items as main driver of market share loss, affecting over 160,000 residential customers and reducing traffic by 8.6%.
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Asana Q3 FY2026 Earnings Call - AI Studio and AI Teammates Spark Sustained Growth and Margin Expansion
Asana reported a solid Q3 FY2026 with $201 million in revenue, up 9% year-over-year, exceeding guidance while delivering an improved non-GAAP operating margin of 8%. The quarter highlighted significan...
- Q3 revenues reached $201 million, a 9% year-over-year increase, beating the high end of guidance.
- Non-GAAP operating income was $16.3 million with an 8% operating margin, showing a 12 percentage point improvement year-over-year.
- AI Studio and AI Teammates are central to Asana's AI transformation strategy, providing context, checkpoints, and controls to enterprise AI workflows.
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Marvell Technology Inc. Q3 Fiscal 2026 Earnings Call - Accelerating AI-Driven Data Center Growth with Celestial AI Acquisition
Marvell Technology reported record Q3 revenue of $2.075 billion, reflecting a 37% year-over-year increase driven by robust demand in its data center market, particularly fueled by AI infrastructure in...
- Marvell posted record revenue of $2.075 billion in Q3 fiscal 2026, up 37% year-over-year and 3% sequentially, driven primarily by data center market strength.
- Data center revenue hit $1.52 billion, growing 38% year-over-year, led by optical interconnect, switching, storage, and custom products aligned with AI demand.
- The company announced the strategic acquisition of Celestial AI, targeting photonic fabric for next-generation scale-up interconnect, expected to close Q1 fiscal 2027.
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