Earnings Call Transcripts
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All Earnings Calls
OUTFRONT Media Q1 2026 Earnings Call - IRL Media Momentum Drives 56% OIBDA Surge and MTA Breakout
OUTFRONT Media delivered a quarter that defied the usual out-of-home stagnation narrative, with consolidated revenues jumping 10% and OIBDA surging 56% to roughly $100 million. The engine behind this ...
- Consolidated revenues grew 10% year-over-year, driven by a 22% surge in transit revenue and a 7.1% increase in billboard revenue.
- Adjusted OIBDA jumped 56% to approximately $100 million, while Adjusted Funds From Operations (AFFO) more than doubled to $61 million.
- New York MTA transit revenue grew over 26%, leading a 22% overall transit segment increase and marking a significant turnaround for the franchise.
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Rapid7 Q1 2026 Earnings Call - AI-Driven Security Reshapes the Threat Landscape as Core Platform Growth Offsets Non-Core Decline
Rapid7 reported Q1 2026 results that exceeded guidance across all key metrics, with ARR reaching $832 million and revenue of $210 million. The company is navigating a pivotal shift in the cybersecurit...
- ARR reached $832 million, exceeding guidance, driven by sustained growth in core platform solutions which now represent over 80% of total ARR.
- Revenue came in at $209.7 million, down 0.3% year-over-year, with product revenue flat and services revenue declining slightly.
- Core platform solutions (Detection & Response and Exposure Management) grew 2% year-over-year, with Detection & Response leading at 7% growth.
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Inogen {Q1} {2026} Earnings Call - International Growth and Pipeline Expansion Offset U.S. Channel Shifts
Inogen delivered Q1 2026 revenue of $85.1 million, up 3.4% year-over-year, beating internal expectations as international sales surged 18% and unit volumes jumped 14%. The U.S. rental and direct-to-co...
- Total revenue of $85.1 million in Q1 2026 grew 3.4% year-over-year, exceeding management’s internal expectations.
- International sales surged 18% year-over-year to $37.7 million, driven by strong execution in Europe, Latin America, and Asia Pacific.
- U.S. sales declined 5% to $34.7 million, impacted by a structural channel shift toward portable oxygen concentrators (POCs) which now represent roughly 60% of new long-term patients.
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Energy Vault Q1 2026 Earnings Call - Backlog Surges to $1.35 Billion as IPP Strategy Accelerates
Energy Vault is aggressively pivoting from a project-based equipment vendor into a vertically integrated power and AI infrastructure platform. The shift is no longer theoretical. Backlog has more than...
- Q1 2026 revenue reached $21.9 million, a 156% increase year-over-year, driven by higher energy storage deliveries and initial contributions from owned assets.
- Backlog grew 108% year-over-year to a record $1.35 billion, with over 80% now tied to the owned and operate portfolio.
- Total megawatts under control, in construction, or operating exceeded 1 GW, more than doubling from the previous quarter.
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PubMatic Q1 2026 Earnings Call - AI Agents Drive 80% Emerging Revenue Growth, Q2 Guidance Beats
PubMatic reported a strong Q1 2026, with revenue of $62.6 million and adjusted EBITDA of $2.6 million, both beating guidance. The company's underlying business grew 13% year-over-year, driven by a str...
- Revenue of $62.6 million and adjusted EBITDA of $2.6 million both beat preliminary guidance, with underlying business growing 13% year-over-year.
- Emerging revenues, driven by AI adoption including AgenticOS, grew over 80% year-over-year to represent 14% of total revenue.
- Q2 revenue guidance of $68-$70 million signals continued momentum, with the legacy DSP headwind expected to fully lapse in Q3.
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Navitas Semiconductor Q1 2026 Earnings Call - AI Infrastructure Powers 50% Sequential Growth in High-Power Revenue
Navitas Semiconductor reported Q1 2026 revenue of $8.6 million, marking an 18% sequential increase and the first clear sign of growth under its strategic pivot to high-power markets. The company's AI ...
- Q1 2026 revenue reached $8.6 million, an 18% sequential increase, driven by growth in high-power markets.
- AI infrastructure segment (data center and grid energy) grew 50% quarter-over-quarter, outpacing overall company growth.
- High-power business now represents a large majority of total revenue, with mobile and low-end consumer expected to become insignificant by year-end.
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Zymeworks Q1 2026 Earnings Call - Near-Term Catalysts and Royalty Aggregation Strategy
Zymeworks reported a significant revenue decline to $2.4 million in Q1 2026, driven by non-recurring clinical milestones in the prior year period, though the company maintains a strong cash position o...
- Zymeworks' Q1 2026 revenue fell to $2.4 million from $27.1 million in Q1 2025, primarily due to the absence of non-recurring clinical milestones and declining drug supply revenue from GEV.
- The company holds a robust cash position of $403.8 million as of March 31, 2026, providing ample runway to fund operations beyond 2028, even after completing the $125 million share repurchase program.
- Zanidatamab’s U.S. PDUFA is set for August 25, 2026, with a China sBLA filing in progress, positioning the company for $300 million in near-term milestone payments from partners Jazz and BeOne.
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Farmer Mac Q1 2026 Earnings Call - Record Volumes, AgVantage Growth, and Data Center Momentum Drive All-Time Highs
Farmer Mac delivered a record-setting first quarter of 2026, with outstanding business volume approaching $35 billion, revenue reaching $110 million, and core earnings hitting $52 million. The results...
- Outstanding business volume approached $35 billion, a record high, with $1.5 billion in net new volume added in Q1 2026.
- Revenue reached $110 million and core earnings totaled $52 million, both all-time quarterly highs.
- Farm & Ranch loan purchase activity surged, with net growth of $384 million, significantly outpacing the $54 million growth in the same period last year.
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ATEC Spine Q1 2026 Earnings Call - Surgical Growth Holds While EOS Execution Lags
ATEC Spine delivered $192 million in first quarter revenue, with surgical sales up 17% and procedural volume climbing 21%. The company added surgeons at a 23% clip, proving that adoption remains stron...
- Total revenue reached $192 million, up 14% year over year, driven by $178 million in surgical revenue that grew 17%. Surgical procedural volume jumped 21% year over year, with new surgeon adoption accelerating at 23%. Revenue per case declined approximately 3% due to a mix shift toward lower-margin cervical procedures and stronger international sales. Non-GAAP gross margin expanded 120 basis points to 71.6%, supported by asset efficiency and cost discipline. Adjusted EBITDA surged 97% to $21 million, representing 11% of revenue, with a 45% drop through on incremental revenue. Free cash flow used was $11 million, while the company invested $33 million in inventory and instruments to support demand. ATEC secured a new term loan and revolving credit facility, extending maturities to 2031 and cutting annual interest expense by over $6 million. Full year surgical revenue guidance remains at approximately $805 million, with volume growth expected in the high teens. EOS revenue came in at $14 million, below expectations, due to installation delays and lower system deliveries. The EOSedge installed base grew 39% year over year, with EOSinsight accounts more than doubling and driving a 30% revenue lift per surgeon after adoption. Valence navigation system is seeing strong early adoption and positive surgeon feedback, with usage trending above initial targets. CEO Pat Miles dismissed concerns about the EOS thesis, calling installation lumps an execution flaw rather than a strategic failure. The company maintained its full year adjusted EBITDA guidance of approximately $134 million, reflecting confidence in profitability progression. International revenue continues to accelerate, contributing to both surgeon adoption and overall revenue growth. Management expects Q2 overall revenue growth to mirror Q1 at approximately 14%, with acceleration in the second half as EOS ramps.
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Westlake Chemical Partners Q1 2026 Earnings Call - Distribution Growth Continues Amid Supply Disruptions
Westlake Chemical Partners delivered a stable first quarter in 2026, reporting net income of $14 million and distributable cash flow of $18 million. The results highlight the resilience of its fixed-m...
- Net income of $14 million ($0.40 per unit) and distributable cash flow of $18 million ($0.51 per unit) reported for Q1 2026.
- 47th consecutive quarterly distribution paid, with a 71% increase since the partnership’s 2014 IPO minimum of $0.275 per unit.
- Fixed-margin ethylene sales agreement with parent company Westlake Corporation provides stability, minimizing exposure to market volatility.
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