Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
CleanSpark Full Year 2025 Earnings Call - Strategic Pivot to AI Data Centers with Robust Bitcoin Mining Foundation
CleanSpark wraps up fiscal 2025 with a landmark year, doubling revenues to $766 million while reaching operational scale of 50 exahash per second using 100% U.S.-based infrastructure. CEO Matt Schultz...
- Matt Schultz resumed CEO role in August 2025, signaling strategic evolution.
- CleanSpark achieved 50 exahash operational hash rate in 2025 with fully U.S.-based infrastructure.
- Fiscal 2025 revenue doubled year-over-year to $766 million with a 55% gross margin despite Bitcoin block reward halving.
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Workday Q3 FY26 Earnings Call - AI-Driven Growth Underpins 15% Subscription Revenue Rise
Workday reported a solid Q3 in fiscal 2026, posting 15% growth in subscription revenue and a strong operating margin of 28.5%. The company underscored AI as a powerful catalyst, with AI products contr...
- Workday’s Q3 fiscal 2026 subscription revenue rose 15% to $2.244 billion, demonstrating strong demand.
- Non-GAAP operating margin stood at a healthy 28.5%, reflecting operational leverage despite ongoing AI and market expansion investments.
- AI initiatives contributed over 1.5 points of ARR growth in Q3, with over 75% of new deals including AI products.
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Senstar Technologies 3Q 2025 Earnings Call - Strategic Growth Investments and AI-Driven Innovation Offset Flat Quarterly Revenues
Senstar Technologies reported a flat revenue performance in Q3 2025 at $9.5 million, slightly down 2% year-over-year due to the absence of a large prior-year fuel loss contract. However, year-to-date ...
- Q3 2025 revenue was $9.5 million, down 2% year-over-year, reflecting the loss of a large fuel-related contract.
- Year-to-date revenue grew 8%, aided by strong performances in corrections, energy, utilities, and data centers sectors.
- North American revenue increased 17% in Q3, with the U.S. up 22%, led by correction and utilities verticals.
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Arrowhead Pharmaceuticals 2025 Fiscal Year Earnings Call - FDA Approval and Launch of Redemplo Marks Commercial Transition
Arrowhead Pharmaceuticals celebrated a pivotal milestone with the FDA approval and rapid commercial launch of Redemplo, the first and only siRNA medicine approved for treating familial chylomicronemia...
- Arrowhead Pharmaceuticals received FDA approval for Redemplo (Plozasiran), targeting familial chylomicronemia syndrome (FCS), a rare, severe genetic disorder causing extreme triglyceride elevations and pancreatitis risk.
- Redemplo is the first siRNA therapy FDA-approved for FCS, administered once every three months via subcutaneous injection, with no contraindications or warnings in the label.
- The pivotal Palisade phase III trial showed around 80% median triglyceride reduction sustained over 12 months, with half of patients achieving triglycerides below 500 mg/dL, the clinically significant pancreatitis risk threshold.
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Nutanix Q1 FY2026 Earnings Call - Revenue Deferred Despite Strong Bookings, Reflecting Timing and Business Mix Shift
Nutanix reported solid first-quarter fiscal 2026 results with bookings slightly ahead of expectations and an 18% year-over-year growth in ARR to $2.28 billion, demonstrating strong demand and customer...
- Nutanix's Q1 FY2026 bookings exceeded expectations, indicating ongoing strong demand despite revenue deferrals.
- Reported Q1 revenue was $671 million, within guidance but lower than prior expectations due to revenue timing shifts.
- Deferred revenue increased due to a higher proportion of bookings with future license start dates reflecting customer migration timelines and flexibility needs.
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Zscaler Q1 FY2026 Earnings Call - AI Security ARR Surges Past $400M, Outpacing Expectations
Zscaler kicked off fiscal 2026 with a commanding quarter, posting 26% year-over-year ARR growth to over $3.2 billion and a robust 35% increase in Remaining Performance Obligations. The standout story ...
- Zscaler delivered 26% year-over-year ARR growth, reaching over $3.2 billion in Q1 FY2026.
- Remaining Performance Obligations grew 35% year-over-year to $5.9 billion, indicating strong future revenue visibility.
- AI Security ARR surged over 80% year-over-year, surpassing $400 million three quarters ahead of plan and expected to exceed $500 million by fiscal year-end.
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Dell Technologies FY2026 Q3 Earnings Call - Record AI Server Orders Drive Strong Revenue and Profit Growth
Dell Technologies posted a record Q3 with $27 billion in revenue, up 11% year-over-year, and a 17% rise in earnings per share to $2.59, fueled by explosive AI server demand and operational rigor. The ...
- Dell reported Q3 revenue of $27 billion, up 11% year-over-year, and a record EPS of $2.59, up 17%.
- Infrastructure Solutions Group (ISG) grew 24% with a record $14.1 billion revenue, driven by a 37% increase in servers and networking.
- AI server orders hit $12.3 billion in Q3, with a year-to-date total of $30 billion and backlog at a record $18.4 billion.
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Petco Third Quarter 2025 Earnings Call - Strong Profitability Growth and Strategic Shift to Return to Sales Growth
Petco reported a profitable third quarter marked by a strategic transformation focused on strengthening profitability and setting the stage for future top-line growth. The company achieved $99 million...
- Petco delivered another profitable quarter with adjusted EBITDA of $99 million, up 21% year-over-year, and free cash flow exceeding $60 million.
- Net sales declined 3.1% with comparable sales down 2.2%, reflecting intentional moves away from unprofitable sales and continued store closures (34 net closures year-to-date).
- Gross margin expanded approximately 75 basis points to 38.9%, driven by disciplined pricing, promotional strategies, and cost management despite emerging tariff headwinds impacting cost of goods sold more notably in Q3 and increasingly in Q4.
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Tucows Q3 2025 Earnings Call - Ting Divestiture Shapes Strategic Focus and Growth Outlook
In his first Q&A as CEO, Dave Woroch laid out a disciplined and clear-eyed path for Tucows amid a critical transition period. The ongoing Ting divestiture is front and center, expected to take multipl...
- Dave Woroch’s first Q&A as CEO marks a leadership transition with emphasis on continuity and alignment, as formalized by a four-year fixed-term contract disclosed in next year’s 10K.
- The Ting divestiture process is ongoing, complex, and expected to take several quarters to resolve, with full divestiture trailing that timeline.
- Financial specifics and valuations related to Ting cannot be disclosed until the process concludes and terms are finalized.
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Ambarella Q3 Fiscal 2026 Earnings Call - Record Revenue and Edge AI Momentum Drive Strong Outlook
Ambarella delivered a robust third quarter for fiscal 2026 with record revenue of $108.5 million, surpassing guidance and marking the sixth consecutive quarter of record edge AI revenue which now cons...
- Ambarella reported a record Q3 revenue of $108.5 million, slightly above guidance and up 31.2% year over year.
- Edge AI revenue represented approximately 80% of total revenue, marking the sixth consecutive quarter of record edge AI sales.
- The company raised its fiscal 2026 revenue growth guidance to 36%-38%, implying around $390 million in revenue at midpoint.
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