Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
AvePoint Q1 2026 Earnings Call - AI Governance Becomes the Enterprise Trust Layer
AvePoint delivered a strong start to 2026 with Q1 revenue of $117.2 million, beating guidance on both top and bottom lines. The company reported 26% year-over-year revenue growth and 35% SaaS revenue ...
- Total Q1 revenue reached $117.2 million, reflecting 26% year-over-year growth and exceeding the high end of guidance.
- SaaS revenues grew 35% year-over-year to $93.4 million, now representing 80% of total revenue.
- ARR closed at $435.2 million, up 26% year-over-year, marking the 12th consecutive quarter of double-digit organic net new ARR growth.
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ICF International Q1 2026 Earnings Call - Federal Stabilization and AI Resilience Fuel Growth Outlook
ICF International reported a solid start to 2026, with Q1 revenues declining 10.3% year-over-year to $437.5 million due to timing shifts in commercial energy and international government contracts rat...
- Q1 2026 total revenue declined 10.3% year-over-year to $437.5 million, primarily due to $12 million in revenue timing shifts in commercial energy and international government contracts rather than fundamental demand issues.
- Federal government revenues stabilized with an 8.6% sequential increase to $182.3 million, signaling recovery after last year's volatility and aligning with expectations for year-over-year growth by Q4 2026.
- International government revenues surged 17.5% year-over-year, driven by significant contract wins from European Union and U.K. clients, with strong momentum expected to continue through the year.
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McKesson Corporation Q4 2026 Earnings Call - Oncology Growth & MSO Separation Drive 18% EPS Expansion
McKesson closed fiscal 2026 with a commanding 18% jump in adjusted EPS to $39.11, powered by a $403 billion revenue top line and relentless execution across its growth pillars. The company’s Oncology ...
- Full-year adjusted EPS expanded 18% to $39.11, outpacing long-term growth targets of 13%-16%.
- Consolidated revenue reached $403 billion, a 12% year-over-year increase driven by broad-based demand.
- Oncology and Multispecialty segment revenue surged 35% to $12.7 billion, fueled by PRISM Vision and Core Ventures acquisitions.
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Genpact Q1 2026 Earnings Call - Agentic Solutions Double Contract Value, Revenue Hits Record $1.3 Billion
Genpact delivered a record Q1 2026, driven by a sharp pivot toward agentic and advanced technology solutions that now account for 27% of total revenue. Advanced Technology Solutions grew 24% year-over...
- Record Q1 2026 Revenue: Total revenue grew 6.7% year-over-year to $1.296 billion, marking a strong start to the fiscal year.
- Agentic Solutions Momentum: Contract value for agentic solutions nearly doubled from all of 2025, with more than 50% of cumulative awarded contract value coming from new clients.
- Advanced Technology Solutions Acceleration: Advanced Technology Solutions revenue grew 24% year-over-year to $345 million, now representing 27% of total revenue.
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Verastem Oncology Q1 2026 Earnings Call - CO-PACK Revenue Hits $18.7M as Pipeline Shifts to Registration-Driven Phase II Trials
Verastem Oncology posted $18.7 million in net product revenue for Q1 2026, driven by continued uptake of its co-packaged KRAS-targeting therapy for low-grade serous ovarian cancer. The company is rest...
- Q1 2026 net product revenue reached $18.7 million, bringing total net product revenue to nearly $50 million since the commercial launch in May 2025.
- The LGSOC franchise is projected to become self-sustaining in the second half of 2026, with CO-PACK revenues funding both commercial operations and ongoing clinical trials.
- Verastem appointed Dan Lyons as Chief Commercial Officer to revitalize launch execution and drive deeper adoption among prescribers.
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Gilead Sciences Q1 2026 Earnings Call - YES2GO Launch Exceeds Expectations, $1B Revenue Target Raised
Gilead Sciences delivered a strong first quarter, with total product sales of $6.9 billion, up 5% year-over-year, and base business sales of $6.8 billion, up 8%. The standout performer was YES2GO, Gil...
- YES2GO, Gilead’s twice-yearly injectable PrEP, grew 72% sequentially in Q1 to $166 million, driving a raise in full-year 2026 sales guidance to $1 billion, on track for blockbuster status.
- HIV treatment sales grew 7% year-over-year, with BIKTARVY sales of $3.4 billion up 7% and maintaining over 52% U.S. market share, supported by a patent expiry out to 2036.
- Oncology sales surged, with Trodelvy revenue up 37% year-over-year to $402 million, fueled by NCCN Category 1 recommendations and expected FDA decisions for first-line metastatic TNBC in H2 2026.
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Omada Health Q1 2026 Earnings Call - Positive Adjusted EBITDA and GLP-1 Partnership Expansion Drive Margin Expansion
Omada Health delivered its strongest first quarter in company history, crossing 1 million total members and generating $78 million in revenue, up 42% year-over-year. The company reported positive adju...
- Omada Health crossed 1 million total members in Q1 2026, up 51% year-over-year, with 139,000 net new members added.
- Revenue reached $78 million, up 42% year-over-year, driven by GLP-1 Care Track adoption and multi-condition penetration.
- Adjusted EBITDA turned positive at $1 million, a significant improvement from a $4 million loss in Q1 2025.
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QuinStreet Q3 2026 Earnings Call - Record Revenue and EBITDA Driven by AI and HomeBuddy Synergies
QuinStreet reported a record-breaking fiscal third quarter with revenue surging 28% year-over-year to $346.1 million and adjusted EBITDA climbing 53% to $29.6 million. The results were fueled by recor...
- Fiscal Q3 2026 revenue reached a record $346.1 million, up 28% year-over-year, while adjusted EBITDA hit a new high of $29.6 million, up 53% year-over-year.
- Auto insurance revenue set a company record, growing 27% year-over-year, driven by strong carrier demand, healthy loss ratios, and elevated consumer shopping activity.
- Home services revenue surged 63% year-over-year to $114.3 million, with annual run rates approaching $500 million following the HomeBuddy acquisition.
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Century Aluminum Q1 2026 Earnings Call - Middle East Disruptions Fuel Supply Deficit as Mount Holly Expansion Ramps
Century Aluminum reported a strong Q1 2026, driven by higher LME prices, expanding regional premiums, and disciplined capital allocation that pushed net debt below $300 million. The company is capital...
- Q1 net income reached $338 million ($3.23 per share), with adjusted net income at $171 million ($1.63 per share), driven by higher LME prices and regional premiums.
- Global aluminum deficit for 2026 expanded to 1.4 million tons due to Middle East disruptions, including 2.5 million tons of Gulf production affected by Strait of Hormuz closures and attacks.
- Mount Holly expansion is progressing on schedule, with full production expected by end of June, adding over 125 U.S. jobs and increasing total U.S. primary aluminum production by nearly 10%.
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Diodes Incorporated Q1 2026 Earnings Call - AI and Automotive Demand Drive 22% Revenue Growth and Margin Expansion
Diodes Incorporated delivered a sharp turnaround in Q1 2026, posting 22% year-over-year revenue growth and a 100%+ increase in quarterly earnings. The company is riding a sustained demand recovery acr...
- Q1 2026 revenue reached $405.5 million, up 22.1% year-over-year and 3.5% sequentially, marking the sixth consecutive quarter of double-digit YoY growth.
- Non-GAAP adjusted net income surged to $19.8 million, or $0.43 per diluted share, more than doubling the $8.8 million reported in Q1 2025.
- Gross margin improved to 31.8%, up 70 basis points sequentially, driven by higher revenue contribution from automotive and industrial markets, which now represent 44% of product revenue.
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