Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
NRx Pharmaceuticals Q3 2025 Earnings Call - Transformative Progress with TMS-DCS Protocol and Ketamine Innovations
NRx Pharmaceuticals reported its first-ever revenue this quarter, fueled by acquisitions of interventional psychiatry clinics and new treatment protocols blending transcranial magnetic stimulation (TM...
- NRx Pharmaceuticals generated first revenue ever in Q3 2025 following acquisition of Hope Therapeutics, adding interventional psychiatry clinics treating depression and PTSD.
- The company advanced three drug approval candidates: Ketaphree (preservative-free ketamine), NRx 100 (for suicidal depression including bipolar), and NRx 101 (oral DCS and lurasidone combo for bipolar depression).
- New real-world data showed an 87% treatment response and 72% remission rate after a single-day TMS and low-dose D-cycloserine (DCS) protocol, the active ingredient in NRx 101, a clinically significant breakthrough.
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Jones Soda Q3 2025 Earnings Call - Operational Turnaround Enables Growth and Strategic Partnerships
Jones Soda's Q3 2025 disclosures reveal a business reshaped by rigorous cost management, supply chain overhauls, and portfolio rationalization. The leadership emphasizes that these structural improvem...
- Jones Soda achieved a 15% year-over-year revenue increase to $4.5 million in Q3 2025, driven by HD9, DTC, and fountain products.
- Gross margin improved significantly by 10.1 percentage points to 28.9%, reflecting cost-saving efforts in trade spend, product costs, freight, and warehousing.
- Operational efficiencies included consolidating ecommerce fulfillment, centralized warehousing and logistics optimization, and just-in-time inventory implementation.
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Codere Online Q3 2025 Earnings Call - Recovering Growth Amid Rising Mexican Tax Headwinds
Codere Online reported flat net gaming revenue of EUR 52 million for Q3 2025, pressured by Mexican peso devaluation, a subdued sports betting margin in September, and a significant tax impact in Colom...
- Q3 2025 net gaming revenue flat YoY at EUR 52 million, impacted by Mexican peso devaluation, low sports betting margin in September, and Colombian VAT on deposits.
- Q4 2025 shows strong net gaming revenue reacceleration, up 15-17% year-over-year through November 15, with 29% growth in Mexico and 14% growth in Spain, suggesting business momentum recovery.
- Casino segment accounted for 65% of total net gaming revenue in Q3, about 5 percentage points above normal levels, driven by depressed sports betting margins.
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Terra Innovatum Q3 2025 Earnings Call - Advancing Licensing and Commercialization of First-of-a-Kind Solo Micro-Reactor
Terra Innovatum marked its debut as a NASDAQ-listed company by outlining pivotal progress on its Solo micro-reactor — a one-megawatt, helium-cooled nuclear reactor designed for distributed energy need...
- Terra Innovatum completed its business combination with GSR III and launched as a NASDAQ-listed company, raising $131 million gross ($109 million net) to fund reactor development.
- The Solo micro-reactor is a 1-megawatt electric helium-cooled design, powered by low-enriched uranium, capable of running 15 years without refueling or up to 45 with two core swaps.
- Solo's size enables distributed energy applications for data centers, hospitals, and industrial sites, powering roughly 200 average U.S. homes per unit.
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Verrica Pharmaceuticals Q3 2025 Earnings Call - Robust Pipeline Progress as YCANTH Sales Grow Amid Cost Cuts
Verrica Pharmaceuticals delivered a multi-faceted Q3 2025 update marking substantial clinical, regulatory, and commercial strides. The company is gearing up for a global Phase III trial of YCANTH in c...
- Verrica plans to start a global Phase III clinical program for YCANTH in common warts by end of 2025, collaborating with Torii Pharmaceutical who will fund first $40 million of the study costs.
- The Japanese approval of YCANTH for molluscum contingent on $10 million milestone payment reflects fruitful collaboration with Torii and strengthens Verrica's cash position.
- YCANTH dispensed applicator units grew approximately 5% sequentially in Q3 2025 and increased 120% year-over-year through September, evidencing expanding commercial adoption across dermatology, pediatric, and primary care.
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Jaguar Health Q3 2025 Earnings Call - Advancing Late-Stage Crofelemer Programs Towards Transformative Catalysts
Jaguar Health reported modest revenue growth in Q3 2025, with combined net revenues inching up 4% to around $3.1 million compared to the prior quarter. The company emphasized its strategic pivot to la...
- Jaguar Health’s combined Q3 2025 revenue was approximately $3.1 million, up 4% from Q2 2025 and flat versus Q3 2024.
- The company is focused on negotiating business development partnerships to generate non-dilutive funding for late-stage human and animal health products.
- Crofelemer is being developed for intestinal failure associated with ultra-rare MVID and short bowel syndrome, with orphan drug designation in the US and Europe.
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Freightos Q3 2025 Earnings Call - Digital Multimodal Expansion and Strategic Visa Partnership Poised to Drive Long-term Growth
Freightos reported a strong Q3 2025 with 429,000 transactions, marking the 23rd consecutive quarter of record volumes and 27% year-over-year growth. The CEO highlighted key advancements including a st...
- Freightos processed 429,000 transactions in Q3 2025, up 27% year-on-year, continuing 23 quarters of record volumes.
- Unique buyer users reached about 20,600; 77 carriers had more than five bookings each, indicating expanding platform depth.
- Air cargo volumes rose 4% year-on-year, but spot rates declined 6%, reflecting tariff impacts and regulatory headwinds.
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NextNRG Q3 2025 Earnings Call - Record Revenue Growth and Margin Expansion Signal Operational Momentum
NextNRG posted its strongest quarter yet with revenue soaring to $22.9 million, a remarkable 232% jump year-over-year, driven by strategic fleet expansion and new market entries. Margins improved nota...
- NextNRG’s Q3 revenue reached $22.9 million, up 232% YoY, nearing full-year 2024 revenue in a single quarter.
- Gross profit margin expanded from 8% to 11%, marking the company’s highest margin performance to date.
- Added 99 trucks and entered 11 markets, focusing on operational density near top customers to optimize routes and expand margins.
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Arbe Robotics Q3 2025 Earnings Call - Confident Advance Toward Multiple OEM Radar Design Wins Amid Economic Delays
Arbe Robotics delivered a Q3 2025 earnings update marked by strategic progress despite broader market headwinds slowing OEM decisions. CEO Kobi Marenko emphasized the company's leading position to sec...
- Arbe Robotics reported $0.3 million revenue in Q3 2025, up from $0.1 million in Q3 2024, but still operating at a loss.
- The company holds a strong cash position with $52.6 million in net cash as of September 30, 2025, providing runway for ongoing development.
- CEO Kobi Marenko stated Arbe is leading to secure a major European OEM program for hands-off automated driving targeting 2028 vehicle platforms.
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LATAM Airlines Group Q3 2025 Earnings Call - Expanding Network and Premium Offerings Fuel Profitable Growth
LATAM Airlines Group reported robust third quarter 2025 results, underscoring a strategy focused on network expansion, premium product enhancements, cost discipline, and capital efficiency. The Group ...
- LATAM transported 22.9 million passengers in Q3 2025, with an 85.4% load factor and 9.3% year-over-year capacity growth.
- Passenger unit revenues increased by 8.4% year-over-year, driven by premium segment growth of over 15%.
- Adjusted operating margin rose to 18.1%, supported by controlled unit costs and operational efficiency.
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