Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Leidos Q1 2026 Earnings Call - NorthStar 2030 Growth Strategy Accelerates with Strategic Acquisitions and Defense Tech Momentum
Leidos delivered a robust Q1 2026, with revenue rising 4% year-over-year to $4.4 billion and adjusted EBITDA margin holding steady at 14%. The company used its strong cash generation to close the ENTR...
- Q1 2026 revenue reached $4.4 billion, up 4% year-over-year, with 3% organic growth driven by robust demand in Intelligence and Digital and Homeland segments.
- Adjusted EBITDA margin held at 14%, generating $614 million in profit, while non-GAAP diluted EPS grew 5% to $3.13.
- Leidos raised full-year 2026 revenue guidance by $500 million to $18.0–$18.4 billion, increased non-GAAP diluted EPS guidance by $0.05 to $12.10–$12.50, and boosted operating cash flow guidance by $50 million to approximately $1.8 billion.
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Uniti Group Q1 2026 Earnings Call - Fiber Infrastructure Revenue Growth Accelerates Amid AI Build Cycle
Uniti Group delivered a strong first quarter 2026, driven by robust fiber infrastructure growth and disciplined execution. The company reported a 15% year-over-year increase in total fiber revenue, wi...
- Total fiber revenue grew 15% year-over-year in Q1 2026, with Kinetic consumer fiber revenue surging 26%.
- Kinetic added 30,000 net new fiber subscribers, ending the quarter with 564,000 total fiber subscribers.
- Fiber Infrastructure bookings reached the third highest on record at approximately $1.6 million in MRR.
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Bicara Therapeutics Q1 2026 Earnings Call - FICERA Pivotal Trial Enrollment on Track for Mid-2027 Interim Analysis, $540M Cash Position Secures Launch Readiness
Bicara Therapeutics is accelerating toward a potential accelerated approval for FICERA, its bifunctional EGFR-directed antibody combined with a TGF-beta ligand trap, in frontline recurrent and metasta...
- FICERA pivotal FORTIFY-HN01 trial enrollment is on track to be substantially complete by year-end, positioning the company for an interim analysis focused on overall response rate with 6-month durability for potential accelerated approval in mid-2027.
- Three-year follow-up data from phase I-B cohorts will be presented at ASCO 2026, showing median overall survival of 21.3 months and median duration of response of 21.7 months for the 1,500 mg weekly plus pembrolizumab dose, more than doubling OS compared to standard-of-care pembrolizumab in HPV-negative patients.
- Bicara is initiating a parallel phase II study to evaluate a 12-week loading phase of 1,500 mg weekly followed by a 2,250 mg every-3-week maintenance regimen, aiming to balance efficacy, tolerability, and patient convenience while satisfying FDA Project Optimus requirements.
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Liquidia Corporation Q1 2026 Earnings Call - YUTREPIA Sales Surge Drives Third Consecutive Quarter of Profitability
Liquidia Corporation reported a 44% sequential increase in first quarter 2026 net product sales for YUTREPIA, reaching $129.9 million and marking its third consecutive quarter of profitability. The co...
- YUTREPIA Q1 2026 net product sales reached $129.9 million, a 44% sequential increase from Q4 2025, demonstrating sustained commercial momentum.
- The company reported its third consecutive quarter of profitability, with net income rising to $52.9 million and non-GAAP adjusted EBITDA tripling to $71.2 million.
- Liquidia has achieved approximately 4,500 unique patient prescriptions and 980 prescribing physicians since YUTREPIA's launch, with physician retention rates showing strong depth of use.
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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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