Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Fox Corporation Q3 Fiscal 2026 Earnings Call - Record EBITDA Driven by Fox News and Sports Momentum
Fox Corporation delivered a record third quarter for fiscal 2026, reporting $4 billion in revenue and adjusted EBITDA growth of 11% to $954 million. The results were anchored by a resilient distributi...
- Fox reported a record Q3 for fiscal 2026 with $4 billion in revenue and adjusted EBITDA of $954 million, up 11% year-over-year.
- Adjusted EPS came in at $1.32, a 20% increase from the prior year period, driven by cost discipline and strong core performance.
- Advertising revenue declined 24% on a headline basis due to the absence of last year’s Super Bowl, but underlying ad growth would have been double digits.
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eXp World Holdings Q1 2026 Earnings Call - NextHome Acquisition Expands Platform to Franchise Model
eXp World Holdings reported a strong first quarter with gross profit of $75.3 million and adjusted EBITDA of $4.1 million, beating guidance. The company’s strategic acquisition of NextHome transforms ...
- Gross profit reached $75.3 million in Q1 2026, driven by increased agent activity and cap utilization.
- Operating loss improved 15% year-over-year to $8.8 million, supported by operational streamlining initiated in 2025.
- Adjusted EBITDA came in at $4.1 million, beating the midpoint of guidance and up 88% year-over-year.
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NESR Q1 2026 Earnings Call - MENA Service Champion Defies Geopolitical Chaos, Launches Dividend
NESR reported a record first quarter with revenue of $404.6 million and adjusted EBITDA of $76.7 million, proving that its land-based footprint in the GCC and North Africa insulated it from the worst ...
- NESR posted record first quarter revenue of $404.6 million, up 1.6% sequentially and 33.5% year-over-year, driven by the continued ramp-up of the Jafurah contract in Saudi Arabia.
- Adjusted EBITDA reached $76.7 million with a resilient 19% margin, despite absorbing approximately $4 million in emergency air freight and logistics costs to maintain operational continuity during the regional conflict.
- Net income more than doubled sequentially to $23.8 million, reflecting strong operational flow-through as activity scales in unconventional completions and testing services.
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Cronos Group Inc Q1 2026 Earnings Call - Record Revenue and Gross Profit Driven by Canadian Market Share Gains and Israeli Growth
Cronos Group delivered record net revenue and gross profit in Q1 2026, with net revenue rising 40% year-over-year to CAD 45.2 million. The growth was fueled by strong performance in Canada, where the ...
- Cronos reported record net revenue of CAD 45.2 million in Q1 2026, a 40% year-over-year increase, driven by higher sales volumes and favorable pricing in Israel and Canada.
- Gross profit reached CAD 19.2 million, up 39% year-over-year, as a mix shift toward untaxed international markets like Israel improved overall margins.
- Adjusted EBITDA came in at CAD 5.1 million, the second-highest in company history, reflecting strong operational leverage despite a CAD 3.3 million increase in operating expenses.
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Senseonics Q1 2026 Earnings Call - Margins Expand as U.S. Commercial Integration Drives Revenue Growth
Senseonics delivered a strong start to 2026, posting $11.7 million in first quarter revenue and expanding gross margins to 58% as the full integration of the U.S. commercial team from Ascensia Diabete...
- Q1 2026 revenue reached $11.7 million, up 85% year-over-year, driven by strong Eversense 365 adoption and a favorable shift toward bundled reimbursement channels.
- Gross margins expanded to 58%, supported by higher manufacturing volumes, elimination of the Ascensia revenue share, and a streamlined supply chain.
- Full year 2026 global net revenue guidance was raised to $60 million to $64 million, representing 70% to 82% year-over-year growth.
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Townsquare Media Q1 2026 Earnings Call - Digital Revenue Surges to 59% of Total Net Revenue
Townsquare Media delivered Q1 2026 results that met guidance, driven by a decisive pivot to digital that now accounts for 59% of total net revenue and 63% of segment profit. Digital advertising revenu...
- Townsquare’s digital strategy is no longer a side bet. Digital revenue hit 59% of total net revenue in Q1 2026, up from 55% in 2025, and digital profit contributed 63% of total segment profit, both all-time highs.
- Digital advertising revenue grew 7% year-over-year in Q1, a significant acceleration from 2025’s 2% growth, driven by strong direct-to-client sales and a rebounding programmatic platform.
- Programmatic digital advertising revenue surged 21% year-over-year, supported by a capital-light media partnership model that is on track to double 2025’s $6 million revenue in 2026.
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Hain Celestial Group Q3 FY2026 Earnings Call - Debt Reduction Accelerates as Turnaround Strategy Takes Hold
Hain Celestial delivered a quarter of financial repair over top-line growth, using the completed sale of its North American Snacks business to slash $155 million in total debt and stabilize its balanc...
- Hain Celestial completed the divestiture of its North American Snacks business, a pivotal move that generated proceeds used to reduce total debt by $155 million and improve cash position to $44 million.
- Organic net sales declined 6% year-over-year, driven by an 11-point negative volume/mix impact, partially offset by a 5-point positive price impact; North America sales fell 3% while International sales dropped 8%.
- Adjusted EBITDA came in at $26 million, up from $34 million year-over-year but reflecting sequential margin improvement to 7.8% from 6.3% in Q2, signaling better cost discipline.
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LCI Industries Q1 2026 Earnings Call - Margin Expansion Defies RV Slump as Aftermarket and M&A Disruption Fuel Growth
LCI Industries delivered a resilient Q1 2026, growing revenue 4% to $1.1 billion and expanding adjusted EBITDA margins by nearly 100 basis points to 11.5% despite a sluggish RV aftermarket and wholesa...
- Revenue grew 4% year-over-year to $1.1 billion, with OEM sales up 4% and aftermarket sales up 7% despite weak retail and wholesale RV markets.
- Adjusted EBITDA margin expanded nearly 100 basis points to 11.5%, driven by self-help initiatives, G&A reductions, and facility optimizations.
- RV OEM sales declined 4%, but adjacent industry OEM sales surged 17%, fueled by Freedman Seating and Trans/Air integration and growth in marine, bus, and utility trailer markets.
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Dole PLC Q1 2026 Earnings Call - Strong Q1 Momentum, $400M Full-Year EBITDA Guidance Held Amid Cost Pressures
Dole PLC delivered a robust Q1 2026 with revenue up 12% year-over-year and adjusted EBITDA of $100 million, in line with expectations. The diversified Americas segment drove growth with a 29% EBITDA i...
- Q1 2026 revenue surged 12% year-over-year to EUR 2.3 billion, driven by strong consumer demand and favorable foreign exchange movements.
- Adjusted EBITDA came in at $100 million, meeting expectations despite higher fruit sourcing costs and geopolitical headwinds.
- Diversified Americas EBITDA jumped 29%, fueled by a strong Chilean cherry season and successful integration of Dole Diversified North America with Oppy.
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Climb Global Solutions Q1 2026 Earnings Call - Aggressive Fortinet Bet and AI-Driven Efficiency Play
Climb Global Solutions delivered a mixed Q1 2026 report. Top-line momentum is undeniable, with gross billings surging 14% to $542.8 million and net sales jumping 32% to $182.4 million, fueled by organ...
- Gross billings surged 14% year-over-year to $542.8 million, with net sales jumping 32% to $182.4 million, reflecting strong organic growth and contributions from the Interworks acquisition.
- SG&A expenses increased 21% to $20.3 million, or 3.7% of gross billings, primarily due to one-time strategic investments in the Fortinet onboarding and AI-driven IT infrastructure upgrades.
- Climb is making a strategic pivot by aggressively courting Tier-1 vendors, highlighted by the signing of Fortinet, a $60 billion cybersecurity giant, signaling a departure from its historical focus on emerging vendors.
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