Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Twist Bioscience 2025 Fourth Quarter Earnings Call - Accelerating AI-Driven Growth and Nearing Adjusted EBITDA Breakeven
Twist Bioscience closed fiscal 2025 with $99 million in fourth-quarter revenue, marking 17% year-over-year growth and an 11th consecutive quarter of expansion. The company achieved a notable gross mar...
- Twist Bioscience posted $99 million in Q4 2025 revenue, a 17% increase year over year, marking the 11th consecutive quarter of growth.
- Full fiscal 2025 revenue reached $376.6 million, growing 20% compared to fiscal 2024, with gross margins improving sharply to 50.7% from 42.6%.
- Synbio revenue grew 17% year over year to $39.5 million in Q4, led by the Xpress portfolio known for rapid turnaround and scalability.
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T1 Energy Q3 2025 Earnings Call - Advancing U.S. Solar Leadership with G2 Austin Construction and Domestic Supply Chain Integration
T1 Energy's Q3 2025 earnings call underscores the company’s rapid strides as the largest American manufacturer of silicon-based solar modules with 5 GW annual capacity at G1 Dallas. The centerpiece of...
- T1 is the largest U.S. manufacturer of silicon-based solar modules with 5 GW annual capacity at G1 Dallas, recently exceeding nameplate capacity with a 14.4 MW daily production record.
- The company plans to start construction of the 2.1 GW G2 Austin solar cell fab before the end of 2025, aiming for full operational run rate in late 2026 or early 2027.
- G2 Austin represents the first end-to-end domestic polysilicon solar supply chain in the U.S., aiming to produce high-content polysilicon Topcon solar modules for hyperscalers and utility customers.
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Lifeward Q3 2025 Earnings Call - Building Foundations with Record Medicare Sales and Operational Efficiency
Lifeward reported modest revenue growth in Q3 2025, driven by a surge in Medicare sales of their ReWalk exoskeleton, hitting a consecutive record since the CMS fee schedule update in April 2024. CEO M...
- Lifeward posted $6.2 million revenue in Q3 2025, up 1.1% year-over-year, driven by an 8% sequential increase from higher Medicare sales.
- ReWalk personal exoskeleton sales grew 24% year-over-year, with 15 units sold in Q3 2025 versus 4 units in Q3 2024.
- The company achieved two consecutive record quarters for ReWalk placements among Medicare beneficiaries since CMS fee schedule introduction in April 2024.
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AtlasClear Fiscal Q1 2026 Earnings Call - Positive Equity Achieved and $20M Financing Fuels Growth Outlook
AtlasClear marked a pivotal quarter, shedding its going concern status with positive stockholders’ equity of $6.9 million and slashing De-SPAC liabilities by over 80%. Revenues surged 52% year over ye...
- AtlasClear achieved positive stockholders’ equity of $6.9 million for the first time since De-SPAC, eliminating the prior going concern qualification.
- De-SPAC liabilities were reduced by more than 80% compared to fiscal 2024, indicating disciplined balance sheet optimization.
- Q1 fiscal 2026 revenue rose 52% year over year to $4.25 million, driven by commissions, vetting fees, clearing fees, and other revenues.
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Milestone Scientific 3Q 2025 Earnings Call - Focused Execution and Reimbursement Strategy Stabilize Business
Milestone Scientific navigated the third quarter of 2025 by sharpening its operational focus and trimming costs by over $500,000 year-over-year while maintaining revenue stability amid a complex marke...
- Milestone Scientific reduced operating expenses by over $500,000 year-over-year in Q3 2025 while maintaining stable revenues at $2.4 million for the quarter.
- The company’s transformational strategy focuses on streamlining operations, enhancing commercial execution in dental and medical segments, and advancing reimbursement strategies for CompuFlow in pain management.
- Dental segment international sales increased, partially offsetting a domestic revenue decline; efforts include expanding direct sales, dental school engagement, DSOs, and omnichannel digital marketing.
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AmpliTech Group Q3 2025 Earnings Call - Record Revenue Growth and Path to Profitability Amid Rights Offering
AmpliTech Group reported a blockbuster Q3 2025 with revenue more than doubling year-over-year to $6.09 million and gross margin expanding to nearly 49%. A pivotal quarter marked by the achievement of ...
- Q3 2025 revenue soared 115% to $6.09 million from $2.83 million in Q3 2024.
- Gross profit more than doubled to $2.96 million, lifting gross margin to 48.6%, up from 47.5% year-over-year and a 40% improvement from Q2 2025.
- Positive EBITDA of nearly $200,000 achieved for Q3 2025, signaling operational progress.
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AIRO Group Holdings Q3 2025 Earnings Call - Strategic JV Expansions and RQ-35 Production Ramp Amid Timing Challenges
AIRO Group Holdings reported a complex Q3 2025 marked by a deliberate shipment pause to retrofit and upgrade its RQ-35 Hedron drone, pushing nearly $20 million in revenue into future quarters. Despite...
- Q3 2025 revenue was $6.3 million, down from $23.7 million year-over-year, primarily due to a deliberate shipment pause to retrofit RQ-35 Hedron drones per evolving customer needs.
- Approximately $20 million of Q3 drone shipments were deferred into Q4 to integrate new technological upgrades, increasing revenue per unit without changing contract scope.
- AIRO booked over $190 million in orders expected to be delivered throughout 2025 and 2026, indicating strong demand despite near-term revenue timing shifts.
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Edible Garden 2025 Q3 Earnings Call - Strategic Shift to Scalable CPG and Operational Expansion Drive 9% Revenue Growth
Edible Garden delivered a 9% year-over-year revenue increase in Q3 2025, fueled by a decisive strategic pivot from fresh produce to a consumer packaged goods (CPG) model emphasizing shelf-stable, bett...
- Edible Garden achieved 9% revenue growth in Q3 2025, totaling $2.8 million versus $2.6 million in Q3 2024.
- Growth driven primarily by shelf-stable CPG portfolio brands, which grew 54% year-over-year.
- Key CPG brands gaining traction include KICK Sports Nutrition, Pickle Party, Pulp, and Vitamin Way, appealing to health-conscious consumers seeking clean-label and functional products.
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American Bitcoin 3Q 2025 Earnings Call - Rapid Bitcoin Accumulation at Nearly 50% Cost of Spot Drives Structural Advantage
American Bitcoin’s inaugural earnings call showcases a meteoric rise since inception just over seven months ago and NASDAQ debut three months prior. The company has rapidly scaled to become the 25th l...
- American Bitcoin formed March 31, 2025, and went public on NASDAQ September 3, 2025, achieving rapid market elevation as the 25th largest public Bitcoin accumulator within months.
- Dual accumulation model combines asset-light industrial-scale Bitcoin mining with disciplined market-driven treasury strategies to compound Bitcoin per share efficiently.
- Mining at roughly 50% of open market Bitcoin price offers a structural cost advantage unmatched by most competitors.
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P3 Health Partners Q3 2025 Earnings Call - Core Operating Model Drives Stable Medical Cost Trend Amid EBITDA Loss
P3 Health Partners reported a $45.9 million adjusted EBITDA loss for Q3 2025, with a year-to-date loss of $85.2 million, yet the company highlights several signs of operational progress underpinning a...
- P3 Health Partners reported a $45.9 million adjusted EBITDA loss for Q3 2025, with year-to-date loss at $85.2 million reflecting ongoing transitional challenges.
- Normalized adjusted EBITDA loss is around $70 million year-to-date after removing prior period impacts, providing clearer operational insight.
- Capitated revenue rose approximately 6%, reaching $341.6 million for the quarter, with per member per month revenue about $982, helped by improved burden of illness documentation and better contract terms.
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