Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Salesforce Q3 Fiscal 2026 Earnings Call - Agentforce Ignites Surge in AI-Driven Growth and Platform Adoption
Salesforce delivered a robust Q3 fiscal 2026 with $10.26 billion revenue, driven by its AI-powered Agentforce platform and strategic data infrastructure integrations including Informatica. The company...
- Salesforce reported $10.26 billion in Q3 revenue, up 9% year-over-year, with 8% growth in constant currency.
- Agentforce, Salesforce’s AI-driven customer and employee agent platform, generated approximately $540 million ARR, up 330% year-over-year, contributing to a combined Agentforce and Data 360 ARR growth of 114%.
- The company processed over 3.2 trillion tokens via large language models (LLMs), positioning Salesforce as a top user of foundation models globally.
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UiPath Q3 FY2026 Earnings Call - First GAAP Profitable Quarter and Strong Agentic Automation Momentum
UiPath reported a solid third quarter for fiscal 2026 marked by its first GAAP profitable quarter, with revenue rising 16% year-over-year to $411 million and ARR reaching $1.782 billion, an 11% increa...
- UiPath achieved its first GAAP profitable quarter ever in Q3 FY2026 with a GAAP operating income of $13 million, up from a loss the previous year.
- Third quarter revenue increased 16% year-over-year to $411 million, with ARR growing 11% to $1.782 billion.
- Net new ARR was $59 million, underscoring stable business momentum and improving execution.
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Snowflake Q3 Fiscal 2026 Earnings Call - AI Revenue Run Rate Hits $100 Million Ahead of Schedule
Snowflake delivered a robust Q3 fiscal 2026, highlighted by 29% year-over-year product revenue growth, reaching $1.16 billion, and accelerating remaining performance obligations growth at 37% to $7.88...
- Snowflake reported Q3 product revenue of $1.16 billion, up 29% year-over-year, showcasing strong core business growth.
- Remaining performance obligations rose 37% year-over-year to $7.88 billion, indicating robust future revenue visibility.
- The company achieved a major milestone of $100 million AI revenue run rate one quarter earlier than expected, driven predominantly by the Cortex AI product suite and Snowflake Intelligence.
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C3.ai Q2 Fiscal 2026 Earnings Call - Federal Sector Drives Booking Surge Amid Operational Reset
C3.ai delivered a solid second quarter with 7% sequential revenue growth and a striking 49% jump in bookings, led by robust federal sector demand despite a historic 43-day government shutdown that sev...
- Q2 revenue rose 7% sequentially to $75.1 million, with subscription revenue up 16.5%, comprising 93% of total revenue.
- Bookings soared 49% sequentially to $86.4 million, driven heavily by federal, defense, and aerospace sectors.
- Federal bookings grew 89% year-over-year, making up 45% of total bookings despite a 43-day government shutdown that created significant headwinds.
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Five Below Q3 2025 Earnings Call - Robust Sales Growth Fueled by Customer-Centric Strategy and Expanded Price Points
Five Below posted a strong third quarter with net sales up 23%, topping $1 billion for the second consecutive quarter and driving a 62% jump in adjusted earnings per share to $0.68. The company's succ...
- Five Below delivered 23% net sales growth in Q3 2025, surpassing $1 billion in sales for the second consecutive quarter.
- Comparable sales rose over 14%, driven equally by increased transactions and higher average transaction value.
- Adjusted diluted earnings per share grew 62% year-over-year to $0.68, fueled by disciplined expense management and operational leverage.
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Inotiv Q4 & Full Year 2025 Earnings Call - Strong DSA Growth Amid Cybersecurity Challenges and RMS Consolidation
Inotiv closed fiscal 2025 with encouraging momentum, particularly in its Discovery and Safety Assessment (DSA) segment, which saw a 15.7% revenue increase in Q4 and a 61% jump in net new awards year-o...
- Inotiv’s Q4 2025 revenue grew 5.9% year-over-year to $138.1 million, driven primarily by a 15.7% increase in DSA revenue.
- Full year 2025 revenue rose 4.5% to $513 million, with DSA revenue up 4.3% and RMS revenue up 4.7%.
- Net new DSA awards surged 61% in Q4 compared to last year, with a trailing three-quarter growth of 37%, signaling strong demand recovery.
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Torrid Holdings Q3 Fiscal 2025 Earnings Call - Strategic Reset on Tops and Footwear Amid Execution Missteps
Torrid Holdings reported Q3 Fiscal 2025 sales of $235 million, hitting the low end of guidance, with adjusted EBITDA of $9.8 million, reflecting a 4.2% margin down from 7.4% a year prior. The quarter ...
- Q3 sales hit $235 million, adjusted EBITDA down to $9.8 million, reflecting margin pressure.
- Significant merchandising missteps in tops category resulted in about 50% of sales miss.
- Footwear pause due to tariffs caused ~40% of revenue shortfall; shoes reintroduced with improved sourcing.
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HealthEquity Q3 2026 Earnings Call - Strong Growth, Expanding HSA Adoption Amid Healthcare Affordability Challenges
HealthEquity’s third quarter fiscal 2026 results reveal robust momentum with 7% revenue growth, an 806% year-over-year jump in net income (adjusted up 26%), and a 44% adjusted EBITDA margin. The compa...
- HealthEquity reported 7% year-over-year revenue growth and 806% net income increase (26% non-GAAP) in Q3 FY2026, signaling operational strength and margin expansion to 44% adjusted EBITDA.
- Total account growth reached 5%, driven by a 6% increase in Health Savings Accounts (HSAs) and a 3% rise in Consumer-Directed Benefits (CDB) accounts, ending with over 17 million total accounts.
- HSA assets grew 15% year-over-year, reaching more than $34 billion, with HSA invested assets jumping 29% to $17.5 billion, reflecting members’ shift from saving to investing for long-term health wealth.
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Tilly’s Fiscal 2025 Third Quarter Earnings Call - Positive Comps Resume Driven by Proprietary Brands and Marketing
Tilly’s reported its first positive comparable net sales quarter since 2021, signaling early signs of business stabilization under new leadership. CEO Nate Smith emphasized a balanced strategy of grow...
- Tilly’s achieved its first positive comparable net sales quarter since Q4 fiscal 2021, with consistent positive comps throughout Q3 and into Q4 to date.
- The CEO views the business as stabilizing and sees green shoots after several quarters of turnaround efforts, including assortment and marketing improvements.
- Proprietary brand penetration stands at about 37% year-to-date, with a target of increasing to roughly 40% annually to improve margins and exclusivity while maintaining key third-party brands.
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Macy's Inc. Q3 2025 Earnings Call - Bold New Chapter Strategy Drives Strongest Comp Growth in 13 Quarters
In Q3 2025, Macy's Inc. delivered a decisive blow to retail skepticism with its strongest comparable sales growth in over three years, driven by the execution of its Bold New Chapter strategy. All thr...
- Macy's Inc. posted its best comparable sales growth in 13 quarters at 3.2%, with Go Forward Macy's leading at +3.4%.
- Adjusted EPS was $0.09, well above the guidance range and prior year’s $0.04, driven by strong sales, gross margin, and SG&A control.
- The Bold New Chapter strategy pillars—reimagining Macy’s, accelerating luxury, and modernizing operations—are showing broad traction.
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