Earnings Call Transcripts
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All Earnings Calls
Tucows Q3 2025 Earnings Call - Ting Divestiture Shapes Strategic Focus and Growth Outlook
In his first Q&A as CEO, Dave Woroch laid out a disciplined and clear-eyed path for Tucows amid a critical transition period. The ongoing Ting divestiture is front and center, expected to take multipl...
- Dave Woroch’s first Q&A as CEO marks a leadership transition with emphasis on continuity and alignment, as formalized by a four-year fixed-term contract disclosed in next year’s 10K.
- The Ting divestiture process is ongoing, complex, and expected to take several quarters to resolve, with full divestiture trailing that timeline.
- Financial specifics and valuations related to Ting cannot be disclosed until the process concludes and terms are finalized.
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Ambarella Q3 Fiscal 2026 Earnings Call - Record Revenue and Edge AI Momentum Drive Strong Outlook
Ambarella delivered a robust third quarter for fiscal 2026 with record revenue of $108.5 million, surpassing guidance and marking the sixth consecutive quarter of record edge AI revenue which now cons...
- Ambarella reported a record Q3 revenue of $108.5 million, slightly above guidance and up 31.2% year over year.
- Edge AI revenue represented approximately 80% of total revenue, marking the sixth consecutive quarter of record edge AI sales.
- The company raised its fiscal 2026 revenue growth guidance to 36%-38%, implying around $390 million in revenue at midpoint.
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PagSeguro Digital Q3 2025 Earnings Call - Accelerating Credit Portfolio and Banking Growth Amid Macroeconomic Challenges
PagSeguro Digital delivered a resilient quarter in Q3 2025 despite a challenging macroeconomic environment and tough comparisons from 2024. The company added 1.6 million clients year over year to reac...
- PagSeguro grew its client base by 1.6 million YoY to 33.7 million clients, reflecting sustained ecosystem engagement.
- Total payment volume (TPV) held steady sequentially at BRL 130 billion despite a tough year-over-year comparison and softer economic activity.
- The credit portfolio expanded 30% YoY to BRL 4.2 billion, driven by accelerated unsecured lending, particularly working capital loans.
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PennantPark Investment Corporation Q4 2025 Earnings Call - Progress on Equity Rotation Amid Market Optimism
PennantPark Investment Corporation reported fourth quarter fiscal 2025 results showing a core net investment income (NII) of $0.15 per share against total distributions of $0.24 per share. The company...
- Core net investment income for Q4 FY2025 was $0.15 per share versus total distributions of $0.24 per share.
- Company is executing a strategic rotation from equity investments into higher-yielding interest-bearing debt to boost income generation.
- Undistributed spillover income of $48 million ($0.73 per share) will be used to cover near-term dividend shortfalls.
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StoneX Group Q4 FY 2025 Earnings Call - Transformative Growth Driven by RJ O’Brien Acquisition and Record Financial Performance
StoneX Group closed fiscal 2025 with a record quarter, underpinned by the transformational acquisition of RJ O’Brien, which catapulted the company to the largest non-bank FCM in the US and a global de...
- StoneX reported record Q4 net income of $85.7 million, a 12% increase year-over-year, alongside a 31% rise in operating revenues driven by the RJ O’Brien acquisition.
- Earnings per share grew modestly by 1% due to increased share count from issuing 3.1 million shares related to RJ O’Brien acquisition.
- RJ O’Brien and Benchmark acquisitions contributed $22.1 million and $2.4 million in pre-tax net income during Q4, excluding intangible amortization.
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Analog Devices Q4 Fiscal 2025 Earnings Call - Broad-based Growth Amid Strategic Innovation and AI-Driven Momentum
Analog Devices reported a strong finish to fiscal year 2025 with revenue and EPS growth outpacing expectations, driven by robust advances across all major markets. The company’s strategic focus on AI ...
- Fiscal 2025 revenue rose 17% yoy to over $11 billion with double-digit growth across all end markets.
- Q4 revenue reached $3.08 billion, beating guidance, with a 26% yoy increase and 7% sequential growth.
- Earnings per share grew over 20% in fiscal 2025, with a Q4 EPS of $2.26, up 35% yoy.
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StealthGas Q3 2025 Earnings Call - Debt-Free Fleet Strengthens Resilience Amid Seasonal Market Dip
StealthGas reported a typical seasonal softening in Q3 2025, with revenues rising 10% year-over-year to $44.5 million but net income largely flat due to higher operating expenses and increased idle ti...
- Q3 revenue increased 10% year-over-year to $44.5 million despite seasonal weakness in LPG demand.
- Adjusted net income for Q3 was $14.4 million, slightly above last year, constrained by rising expenses and idle vessel time.
- StealthGas completed full repayment of all vessel debt, achieving a fully owned, debt-free fleet of 28 ships.
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Kohl's Corporation Q3 2025 Earnings Call - Steady Progress Amid Persistent Consumer Pressure
Kohl's reported a mixed third quarter with a 1.7% decline in comparable sales but notable sequential improvement driven by an uptick in transactions, especially among Kohl's Card customers. CEO Michae...
- Michael Bender named permanent CEO after serving as interim since May, bringing over 30 years of retail experience.
- Third quarter comparable sales declined 1.7%, improving sequentially with October posting a positive 1% comp.
- Digital sales rose 2%, outperforming stores, driven by increased traffic from high single digits in August to high teens in October.
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Burlington Stores Inc. Q3 2025 Earnings Call - Weather Impact Damps Comps but Margins and Store Growth Impress
Burlington Stores reported a modest 1% comp growth in Q3 2025, hampered primarily by warmer-than-usual weather that curtailed sales in its outerwear-heavy categories, a unique sensitivity compared to ...
- Total sales grew 7% in Q3 2025 with comps up 1%, impacted by warmer weather reducing demand for cold-weather apparel.
- Burlington’s heavy reliance on outerwear, historically a strength, makes sales highly sensitive to weather fluctuations compared to off-price peers.
- Operating margin expanded 60 basis points despite tariff headwinds, driven by tariff mitigation, supply chain efficiencies, and store-level cost controls.
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PennantPark Floating Rate Capital Q4 2025 Earnings Call - Strategic JV Growth Drives Dividend Coverage Confidence
PennantPark Floating Rate Capital reported a core net investment income (NII) of $0.28 per share for Q4 2025, emphasizing strategic growth through a $250 million portfolio acquisition and launching a ...
- PennantPark’s core net investment income (NII) for Q4 2025 was $0.28 per share, reflecting stable earnings.
- A $250 million portfolio acquisition, comprising known, high-quality assets, is expected to add $0.01-$0.02 to quarterly NII when fully ramped.
- The newly formed PSSL2 joint venture started investing this quarter with an initial $500 million targeted portfolio, aiming to exceed $1 billion in assets, which will significantly enhance earnings over time.
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