Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Edgewell 4Q & FY2025 Earnings Call - Strategic Portfolio Focus and Divestiture of Feminine Care to Drive Future Growth
Edgewell’s fiscal 2025 was a year defined by external challenges and internal transformation. Despite a 1.3% organic net sales decline for the year, with North America weakening 4%, the company delive...
- Edgewell plans to divest its feminine care business to focus resources on shave, sun and skincare, and grooming segments judged as core to long-term growth.
- Fiscal 2025 saw organic net sales decline 1.3% overall, with North America down about 4% while international markets grew 3.5%, reflecting strong momentum abroad especially in Europe and Greater China.
- Q4 organic net sales grew 2.5%, inline with expectations, driven by international acceleration and North America stabilization despite wet shave category softness.
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Cybin Q2 2026 Earnings Call - Advancing Late-Stage Psychedelic Programs with Scalability and Capital Discipline
Cybin delivered a pivotal quarter marked by a smooth leadership transition, robust clinical progress, and a strengthened financial position following a $175 million financing. The company is intensify...
- Interim CEO Eric So leads Cybin through CEO transition with a board search ongoing and stable operational cadence maintained.
- Lead program CYB003 (deuterated psilocin analog) is progressing in global phase 3 trials for major depressive disorder with breakthrough therapy designation.
- CYB003 clinical design focuses on predictable, staff-light sessions compatible with existing psychiatric clinic workflows to reduce visit burden and enhance scalability.
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NextPlat Corp 2025 Q3 Earnings Call - Signs of Operational Turnaround Amid Revenue Headwinds
NextPlat Corp's third quarter 2025 earnings revealed a company at a crossroads, showing early glimmers of operational improvement despite revenue pressures. While total revenues dropped 11% year-over-...
- NextPlat's Q3 2025 revenue fell 11% YoY to $13.8 million, mainly due to declines in healthcare operations and e-commerce.
- Pharmacy prescription revenues increased 5% YoY to $9.5 million despite a 25% drop in total prescriptions filled.
- 340B contract revenue plummeted from $2.5 million in Q3 2024 to $600,000 in Q3 2025 due to client exits and transitions.
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U.S. Global Investors Q1 2026 Earnings Call - Gold and Thematic Smart Beta Strategies Drive Rebound Amid Market Volatility
U.S. Global Investors reported a Q1 2026 rebound in assets under management and net income, driven largely by strength in gold-related products and thematic smart beta 2.0 strategies. CEO Frank Holmes...
- U.S. Global Investors uses a quantum model strategy for thematic smart beta 2.0 products, focusing on gold, natural resources, airlines, and luxury goods.
- Gold’s volatility has decreased compared to 20 years ago due to institutional participation, but remains higher than typical equities.
- Top institutional shareholders include Gator Capital (6.28%), Vanguard (5.68%), and Parrot Capital (4.81%).
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Marpai Q3 2025 Earnings Call - Strategic Pivot to Operational Efficiency and Sales Growth Amid Revenue Decline
Marpai's Q3 2025 earnings reveal a stark 42% drop in net revenues year-over-year to $4 million, juxtaposed with a commendable 24% reduction in operating expenses. The company, led by CEO Damien Lamend...
- Net revenues fell 42% year-over-year to $4 million in Q3 2025, signaling continued top-line challenges.
- Operating expenses improved by 24%, reflecting disciplined cost control efforts during the turnaround.
- Operating loss slightly improved by 2% to $3.5 million, with net loss also improving marginally by 2% to $3 million.
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PDS Biotechnology Q3 2025 Earnings Call - Strategic Protocol Amendment to Expedite Head and Neck Cancer Treatment Approval
PDS Biotechnology reported strong clinical progress in Q3 2025, highlighting compelling data from its VERSATILE-002 trial in HPV-16 positive recurrent or metastatic head and neck cancer. With a median...
- PDS Biotechnology completed the VERSATILE-002 phase 2 trial evaluating PDS0101 plus Keytruda in HPV-16 positive recurrent/metastatic head and neck cancer, enrolling 53 patients.
- VERSATILE-002 reported a median overall survival of 39.3 months for patients with combined positive score (CPS) ≥1, a remarkable figure in this resistant patient population.
- Progression-free survival in VERSATILE-002 was 6.3 months, notable given 62% of patients had low CPS (1-19), historically linked to poorer outcomes.
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Bilibili 2025 Q3 Earnings Call - Accelerating User Growth and Profitability Fueled by Quality Content and AI
Bilibili reported solid third-quarter 2025 results with accelerating user metrics hitting all-time highs: DAUs rose 9% to 117 million, MAUs increased 8% to 376 million, and average daily time spent re...
- Bilibili’s 2025 Q3 DAUs reached 117 million, up 9% year-over-year, hitting an all-time high.
- Monthly Active Users grew 8% year-over-year to 376 million, reaffirming strong community engagement.
- Average daily time spent per user increased to 112 minutes, a 6-minute year-over-year gain, demonstrating deepening user loyalty.
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Bioceres Crop Solutions Fiscal Q1 2026 Earnings Call - Strong Margin Expansion and Cost Discipline Offset Revenue Decline
Bioceres Crop Solutions reported a challenging first quarter for fiscal 2026, with revenues down 17% year-over-year to $77.5 million, driven by strategic shifts in the seed business, timing issues in ...
- Total revenues declined 17% year-over-year to $77.5 million due to strategic shifts and market demand factors.
- Gross profit remained virtually flat at $36.2 million despite lower revenues, reflecting improved product mix and margin expansion.
- Gross margin expanded impressively by 650 basis points to 47% from 40% in the prior year period.
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DiaMedica Therapeutics Q3 2025 Earnings Call - Promising DM199 Data Drives Expanded Preeclampsia Trials and Revised Stroke Enrollment Outlook
DiaMedica Therapeutics reported meaningful progress in Q3 2025, anchored by encouraging interim data from their phase 2 trial for DM199 in preeclampsia. The data confirm DM199's potential as a disease...
- DM199 is DiaMedica’s lead product, a recombinant human tissue KLK1 protease that improves vascular health via activation of the bradykinin pathway, increasing nitric oxide, prostacyclin, and endothelium-derived hyperpolarizing factor.
- Positive interim phase 2 results from the investigator-sponsored preeclampsia trial in South Africa demonstrate statistically significant, dose-dependent reductions in systolic and diastolic blood pressure.
- DM199 improves placental perfusion as evidenced by a significant reduction in the uterine artery pulsatility index, indicating enhanced uterine artery blood flow and endothelial function restoration.
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Protalix BioTherapeutics Q3 2025 Earnings Call - Advancing PRX-115 Phase Two and Managing Elefabrio's Regulatory and Commercial Momentum
Protalix BioTherapeutics reported mixed third-quarter results for 2025, marking a 24% increase in year-to-date revenues driven by strong enzyme replacement therapy sales, despite a minor 1% quarterly ...
- Protalix reported $43.6 million in revenues for the first nine months of 2025, up 24% year-over-year, supporting ongoing R&D activities.
- Third-quarter revenue slightly declined by 1% to $17.9 million due to partner inventory management at Chiesi, Pfizer, and Fiocruz.
- Elefabrio's Europe every-four-weeks dosing regimen received a negative CHMP opinion; a re-examination request is underway with a decision expected in Q1 2026.
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