Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
HP Q4 2025 Earnings Call - Navigating Memory Cost Surge While Accelerating AI-Driven Growth
HP wrapped up 2025 with its sixth consecutive quarter of revenue growth, fueled by strong personal systems performance and key growth areas like AI PCs and industrial graphics. Despite a soft print ma...
- HP achieved its sixth straight quarter of revenue growth, up 4% year-over-year in Q4 2025, driven primarily by personal systems gains.
- Personal systems revenue grew 8% YoY, with AI PCs now making up more than 30% of shipments and penetrating further in 2026.
- Print revenue declined 4% as the market softened, but HP maintained number one print share and grew consumer subscriptions nearing $1 billion in annual revenue.
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PagerDuty Q3 2026 Earnings Call - Navigating Seat License Compression Amid Strong AI Operations Growth
PagerDuty reported Q3 2026 revenue of $125 million, a 5% year-over-year increase, with GAAP profitability for the second consecutive quarter and non-GAAP operating margins expanding to 29%. Despite so...
- Q3 revenue grew 5% YoY to $125 million with annual recurring revenue reaching $497 million, up 3% YoY.
- Non-GAAP operating margin expanded to 29%, surpassing guidance and marking the sixth consecutive year of margin improvement.
- PagerDuty achieved GAAP profitability for the second straight quarter, highlighting disciplined execution and profitable growth.
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CleanSpark Full Year 2025 Earnings Call - Strategic Pivot to AI Data Centers with Robust Bitcoin Mining Foundation
CleanSpark wraps up fiscal 2025 with a landmark year, doubling revenues to $766 million while reaching operational scale of 50 exahash per second using 100% U.S.-based infrastructure. CEO Matt Schultz...
- Matt Schultz resumed CEO role in August 2025, signaling strategic evolution.
- CleanSpark achieved 50 exahash operational hash rate in 2025 with fully U.S.-based infrastructure.
- Fiscal 2025 revenue doubled year-over-year to $766 million with a 55% gross margin despite Bitcoin block reward halving.
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Workday Q3 FY26 Earnings Call - AI-Driven Growth Underpins 15% Subscription Revenue Rise
Workday reported a solid Q3 in fiscal 2026, posting 15% growth in subscription revenue and a strong operating margin of 28.5%. The company underscored AI as a powerful catalyst, with AI products contr...
- Workday’s Q3 fiscal 2026 subscription revenue rose 15% to $2.244 billion, demonstrating strong demand.
- Non-GAAP operating margin stood at a healthy 28.5%, reflecting operational leverage despite ongoing AI and market expansion investments.
- AI initiatives contributed over 1.5 points of ARR growth in Q3, with over 75% of new deals including AI products.
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Senstar Technologies 3Q 2025 Earnings Call - Strategic Growth Investments and AI-Driven Innovation Offset Flat Quarterly Revenues
Senstar Technologies reported a flat revenue performance in Q3 2025 at $9.5 million, slightly down 2% year-over-year due to the absence of a large prior-year fuel loss contract. However, year-to-date ...
- Q3 2025 revenue was $9.5 million, down 2% year-over-year, reflecting the loss of a large fuel-related contract.
- Year-to-date revenue grew 8%, aided by strong performances in corrections, energy, utilities, and data centers sectors.
- North American revenue increased 17% in Q3, with the U.S. up 22%, led by correction and utilities verticals.
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Arrowhead Pharmaceuticals 2025 Fiscal Year Earnings Call - FDA Approval and Launch of Redemplo Marks Commercial Transition
Arrowhead Pharmaceuticals celebrated a pivotal milestone with the FDA approval and rapid commercial launch of Redemplo, the first and only siRNA medicine approved for treating familial chylomicronemia...
- Arrowhead Pharmaceuticals received FDA approval for Redemplo (Plozasiran), targeting familial chylomicronemia syndrome (FCS), a rare, severe genetic disorder causing extreme triglyceride elevations and pancreatitis risk.
- Redemplo is the first siRNA therapy FDA-approved for FCS, administered once every three months via subcutaneous injection, with no contraindications or warnings in the label.
- The pivotal Palisade phase III trial showed around 80% median triglyceride reduction sustained over 12 months, with half of patients achieving triglycerides below 500 mg/dL, the clinically significant pancreatitis risk threshold.
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Nutanix Q1 FY2026 Earnings Call - Revenue Deferred Despite Strong Bookings, Reflecting Timing and Business Mix Shift
Nutanix reported solid first-quarter fiscal 2026 results with bookings slightly ahead of expectations and an 18% year-over-year growth in ARR to $2.28 billion, demonstrating strong demand and customer...
- Nutanix's Q1 FY2026 bookings exceeded expectations, indicating ongoing strong demand despite revenue deferrals.
- Reported Q1 revenue was $671 million, within guidance but lower than prior expectations due to revenue timing shifts.
- Deferred revenue increased due to a higher proportion of bookings with future license start dates reflecting customer migration timelines and flexibility needs.
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Zscaler Q1 FY2026 Earnings Call - AI Security ARR Surges Past $400M, Outpacing Expectations
Zscaler kicked off fiscal 2026 with a commanding quarter, posting 26% year-over-year ARR growth to over $3.2 billion and a robust 35% increase in Remaining Performance Obligations. The standout story ...
- Zscaler delivered 26% year-over-year ARR growth, reaching over $3.2 billion in Q1 FY2026.
- Remaining Performance Obligations grew 35% year-over-year to $5.9 billion, indicating strong future revenue visibility.
- AI Security ARR surged over 80% year-over-year, surpassing $400 million three quarters ahead of plan and expected to exceed $500 million by fiscal year-end.
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Dell Technologies FY2026 Q3 Earnings Call - Record AI Server Orders Drive Strong Revenue and Profit Growth
Dell Technologies posted a record Q3 with $27 billion in revenue, up 11% year-over-year, and a 17% rise in earnings per share to $2.59, fueled by explosive AI server demand and operational rigor. The ...
- Dell reported Q3 revenue of $27 billion, up 11% year-over-year, and a record EPS of $2.59, up 17%.
- Infrastructure Solutions Group (ISG) grew 24% with a record $14.1 billion revenue, driven by a 37% increase in servers and networking.
- AI server orders hit $12.3 billion in Q3, with a year-to-date total of $30 billion and backlog at a record $18.4 billion.
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Petco Third Quarter 2025 Earnings Call - Strong Profitability Growth and Strategic Shift to Return to Sales Growth
Petco reported a profitable third quarter marked by a strategic transformation focused on strengthening profitability and setting the stage for future top-line growth. The company achieved $99 million...
- Petco delivered another profitable quarter with adjusted EBITDA of $99 million, up 21% year-over-year, and free cash flow exceeding $60 million.
- Net sales declined 3.1% with comparable sales down 2.2%, reflecting intentional moves away from unprofitable sales and continued store closures (34 net closures year-to-date).
- Gross margin expanded approximately 75 basis points to 38.9%, driven by disciplined pricing, promotional strategies, and cost management despite emerging tariff headwinds impacting cost of goods sold more notably in Q3 and increasingly in Q4.
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