Earnings Call Transcripts
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All Earnings Calls
Phreesia Q3 Fiscal 2026 Earnings Call - Acquisition of AccessOne Bolsters Growth and Margin Expansion
Phreesia reported a robust Q3 with total revenue of $120.3 million, marking a 13% year-over-year increase, alongside record adjusted EBITDA margin reaching 24%. The company closed the strategic acquis...
- Phreesia delivered Q3 revenue of $120.3 million, up 13% year-over-year.
- Adjusted EBITDA rose to $29.1 million with a record 24% margin, up 15 points year-over-year.
- The company closed acquisition of AccessOne, providing patient financing solutions to reduce provider receivables risk.
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Mama’s Creations Q3 Fiscal 2026 Earnings Call - Accelerating Growth and Smooth Crown One Integration
Mama’s Creations reported a transformational third quarter in fiscal 2026, driven by a 50% revenue surge to $47.3 million, bolstered by the Crown One acquisition and robust 20% organic growth. The new...
- Mama’s Creations’ Q3 revenues surged 50% to $47.3 million, driven by Crown One acquisition and 20% organic growth.
- Bayshore facility integration is ahead of schedule, centralizing procurement and achieving supply chain synergies that reduced beef costs by double digits early on.
- The company is executing a one-plant, three-location strategy, optimizing production and capacity across facilities to reduce overtime and improve absorption.
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51Talk Online Education Group Q3 2025 Earnings Call - Accelerating Revenue Growth Surpasses Guidance Amid Rising Marketing Spend
51Talk's third quarter 2025 earnings reveal a sharp acceleration in revenue, with gross billings hitting $40.5 million, up 42.1% sequentially and a striking 104.6% year-over-year surge. This growth fu...
- Q3 2025 gross billings reached $40.5 million, exceeding company guidance and reflecting 42.1% sequential and 104.6% year-over-year growth.
- Net revenues for Q3 were $26.3 million, up 87.5% year-over-year, driven by expanded active student base with increased attended lesson consumption.
- Active students hit 112,600 in Q3 2025, surpassing 100,000 for the first time since global expansion began over three years ago.
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CXAI Q3 2025 Earnings Call - Momentum Builds as Agentic AI Transforms Workplace Experience
CXAI’s third quarter 2025 presented a clear narrative of momentum in both technological innovation and financial discipline. The company continues to position itself as the architect of the new workpl...
- CXAI operates a global workplace experience platform using agentic AI and spatial intelligence, active in 200+ cities and 50 countries with over 1 million users.
- The company emphasizes agentic orchestration that unifies disparate workplace apps into intelligent, proactive systems, solving an enterprise gap where AI adoption lacks scale and orchestration.
- Recently launched kiosk products are in pilot with multiple clients, with plans for rapid scaling across large enterprise campuses beginning Q1 2026.
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Dyadic International Q3 2025 Earnings Call - Transition to Commercial Product Sales and CRISPR Integration Accelerate Growth
Dyadic International marked a turning point in Q3 2025 by moving decisively from a platform-centric R&D entity to a commercially focused biotechnology company. This quarter included their first commer...
- Dyadic achieved its first commercial bulk sale of recombinant protein (FGF) in Q3 2025, signaling commercialization success.
- New CRISPR-Cas9 license with ERS Genomics enhances Dyadic's strain optimization and productivity, accelerating product development and customer programs.
- Dyadic rebranded as Dyadic Applied Biosolutions, signaling shift from R&D focus to product-driven biotech company.
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Aeries Technology Q2 2026 Earnings Call - Turnaround Complete, AI-Enabled Growth Accelerates
Aeries Technology marked a pivotal milestone in Q2 FY2026, delivering its strongest half-year performance in history and signaling the end of its turnaround phase. Revenue rose 3% year-over-year to $1...
- Aeries posted $17.36 million in Q2 revenue, a 3% increase year-over-year, signaling stable top-line growth following turnaround.
- Net income improved sharply to $0.64 million from a $2.3 million loss a year ago, marking second consecutive profitable quarter.
- Adjusted EBITDA swung to $2.55 million with a 14.7% margin, versus a prior loss, underscoring operational leverage.
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SentinelOne Q3 FY 2026 Earnings Call - Surging AI-Driven Platform Fuels 23% ARR Growth and Profitable Operating Leverage
SentinelOne delivered a strong Q3 with 23% year-over-year ARR growth to $259 million in revenue, propelled by broad adoption of its AI-infused Singularity Platform. New business momentum and expansion...
- SentinelOne’s Q3 ARR grew 23% year-over-year, driven by strong new customer wins and expansion within existing accounts, with total revenue reaching $259 million.
- Operating margin improved substantially to 7%, marking sustained quarterly profitability, complemented by a 6% free cash flow margin as the company advances toward full-year profitability.
- Non-endpoint solutions constituted approximately half of Q3 bookings, reflecting broadening platform adoption beyond core endpoint products.
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Victoria's Secret & Company Q3 2025 Earnings Call - Strong Growth and Market Share Gains Amid Strategic Transformation
Victoria's Secret & Company reported a strong third quarter for fiscal 2025, beating guidance with 9% net sales growth to $1.47 billion, 170 basis points gross margin expansion, and a 45% increase in ...
- Victoria's Secret delivered 9% net sales growth in Q3 2025, with $1.47 billion revenue and earnings up 45%, exceeding guidance.
- Gross margin expanded by 170 basis points due to operational leverage and reduced discounting, despite $15 million tariff headwinds.
- Total customer file grew for the first time in years, fueled by increased new and reactivated customer acquisition, especially aged 18-24.
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KNOT Offshore Partners Q3 2025 Earnings Call - Sponsor's $10/unit Buyout Offer Takes Center Stage
KNOT Offshore Partners reported solid third quarter 2025 results with revenues of $96.9 million, operating income of $30.6 million, and net income of $15.1 million, underpinned by a 99.9% utilization ...
- KNOT Offshore Partners reported Q3 2025 revenues of $96.9 million and net income of $15.1 million with very high fleet utilization at 99.9%.
- Adjusted EBITDA for Q3 was $61.6 million, supported by a fleet of 19 vessels averaging 10 years in age.
- Available liquidity increased to $125.2 million at quarter-end, composed of $77.2 million cash plus $48 million undrawn credit facility capacity.
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Tuniu 2025 Q3 Earnings Call - Solid Revenue Growth Fueled by Domestic and Outbound Tour Expansion
Tuniu reported a 9% year-over-year increase in net revenues for Q3 2025, driven mainly by a 12% rise in packaged tours revenues. Domestic tours contributed approximately two-thirds of total GMV while ...
- Tuniu's Q3 2025 net revenues rose 9% year-over-year to RMB 202.1 million.
- Packaged tour revenues increased 12% year-over-year, representing 89% of total revenue.
- Domestic tours accounted for about two-thirds of transaction volume and GMV; outbound tours one-third.
- +13 more takeaways