Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
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.
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Hewlett Packard Enterprise Fiscal 2025 Q4 Earnings Call - Networking and AI Drive Transformative Growth with Record Margins
Hewlett Packard Enterprise (HPE) closed fiscal 2025 with robust results, powered by the transformative acquisition of Juniper Networks and strong execution across networking, AI, and hybrid cloud segm...
- HPE reported Q4 revenue of $9.7 billion, up 14% year-over-year, with non-GAAP operating margin at a record 12.2%.
- Acquisition of Juniper Networks fully integrated in Q4, boosting networking revenue by 150% year-over-year to $2.8 billion with a 23% operating margin.
- Networking orders grew faster than revenues, signaling strong demand and market recovery, especially in WAN, campus, branch, routing, and security.
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IDT Corporation 2026 Q1 Earnings Call - Growth Segments Drive Record Adjusted EBITDA and Margin Expansion
IDT Corporation reported a strong start to fiscal 2026 with consolidated revenue up 4% year-over-year to $323 million and a record gross profit of $118 million, resulting in a 37% gross margin. The gr...
- IDT delivered 4% year-over-year consolidated revenue growth to $323 million in Q1 fiscal 2026.
- The company achieved record gross profit of $118 million, lifting gross margin to 37%.
- Adjusted EBITDA rose 26% year-over-year to a record $37.9 million with a margin of 11.7%.
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DocuSign Q3 FY2026 Earnings Call - Strong IAM Adoption Drives Growth and Operational Efficiency
DocuSign delivered a robust Q3 FY2026 performance, powered by strong demand for its Intelligent Agreement Management (IAM) platform and continued e-signature usage growth. Revenue rose 8% year over ye...
- DocuSign Q3 revenue reached $818 million, up 8% year over year, with billings up 10%.
- IAM platform adoption grew to over 25,000 paying direct and digital customers, up from 10,000 in April.
- IAM contributes a low double-digit percentage to recurring revenue, with strong early renewal retention rates.
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Cooper Companies 4Q 2025 Earnings Call - Accelerating MyDay Momentum and Strategic Review Initiated
Cooper Companies reported a solid 4Q 2025 with $1.065 billion in revenue, up 4.6% year-over-year, driven by robust performance in its CooperVision segment. The company highlighted the accelerating glo...
- 4Q 2025 revenues reached a record $1.065 billion, up 4.6% year over year, with 3.4% organic growth.
- CooperVision sales increased 4.9% (3.2% organic), led by strong momentum in MyDay silicone hydrogel lenses and private label contract wins.
- MyDay Premium Daily Silicone Hydrogel lenses are ramping globally, with key upcoming launches for MyDay Energys, Multifocal, and MiSight variants planned for fiscal 2026.
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ServiceTitan Q3 2026 Earnings Call - AI-Driven Growth and Pro Products Propel Record Free Cash Flow
ServiceTitan’s Q3 2026 earnings reveal robust 25% total revenue growth driven by 26% subscription revenue increase and accelerating usage revenue, underscoring strong organic growth across residential...
- ServiceTitan posted 25% year-over-year total revenue growth to $249.2 million in Q3 2026, with subscription revenue up 26%.
- The company’s platform gross margin improved 310 basis points year-over-year to 80.2%, and total gross margin rose 390 basis points to 74.3%.
- Free cash flow hit a record $38 million in Q3, more than tripling from the prior year’s $11 million.
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Rubrik Q3 Fiscal 2026 Earnings Call - Record Subscription ARR Growth and Emerging AI Agent Cloud Innovation
Rubrik reported its strongest quarter yet for Q3 fiscal 2026, adding a record $94 million in net new subscription ARR and hitting a 34% year-over-year subscription ARR growth to $1.35 billion. The com...
- Rubrik achieved record net new subscription ARR of $94 million in Q3, driving subscription ARR to $1.35 billion, a 34% increase year over year.
- Subscription revenue soared 52% year over year to $336 million, with subscription net retention remaining robust above 120%.
- Customers contributing over $100,000 in subscription ARR increased 27% to 2,638, representing 86% of total subscription ARR.
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Domo Q3 FY26 Earnings Call - Ecosystem Partnership Drives Strategic Growth Despite Billing Cycle Lengthening
Domo reported Q3 fiscal 2026 results marked by positive adjusted free cash flow of $2.1 million, an operating margin of 6.8%, and positive EPS for the second consecutive quarter. The company’s strateg...
- Domo achieved positive adjusted free cash flow of $2.1 million in Q3, a $15.8 million year-over-year improvement.
- The company posted a 6.8% operating margin, surpassing guidance and positioning for the highest full-year margin on record.
- Earnings per share were positive for the second consecutive quarter and second time ever.
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