Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
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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Venus Concept Q3 2025 Earnings Call - Stabilization in Energy-Based Device Sales Amid Hair Business Sale Delays
Venus Concept's Q3 2025 earnings reveal a mixed bag: a modest 2% increase in sales of energy-based devices contrasts with an overall revenue decline driven primarily by softness in the hair restoratio...
- Venus Concept achieved 2% year-over-year growth in energy-based device (EBD) sales in Q3 2025, indicating signs of stabilization in the core medical aesthetics segment.
- Total revenue fell by 8% year-over-year to $13.8 million, pressured by softness in the hair restoration business and challenges with customer financing and tighter credit markets.
- The pending sale of the Venus Hair business to MHG Coal Limited, announced in June, faced delays due to counterparty issues and internal reorganization, resulting in continued uncertainty affecting sales and operations.
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Aurora Mobile Q3 2025 Earnings Call - Back-to-Back GAAP Net Profit and EngageLab's 160% ARR Surge
Aurora Mobile delivered a standout Q3 2025, posting its first-ever back-to-back quarterly GAAP net profits amid broad-based revenue growth. The company’s flagship product, EngageLab, drove a striking ...
- Aurora Mobile achieved its first-ever consecutive quarterly GAAP net profits in Q3 2025.
- Group revenue grew 15% year-over-year to RMB 19.9 million, exceeding guidance.
- EngageLab ARR reached RMB 53.7 million in September 2025, up 160% year-over-year.
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Xunlei Q3 2025 Earnings Call - Soaring Revenues and Massive Investment Gains Illuminate Growth Path
Xunlei’s Q3 2025 earnings reveal a company firing on multiple cylinders. Revenues surged 57.7% year-over-year to $126.4 million, propelled by strong subscription growth, explosive overseas audio live ...
- Q3 2025 total revenues surged 57.7% year-over-year to $126.4 million, beating internal forecasts.
- Subscription revenue grew 22.3% YoY to $40.7 million, driven by user base expansion to 6.56 million and higher ARPU due to premium subscribers.
- Live streaming and other services revenue doubled plus with a 127.1% YoY increase to $49.1 million, fueled by rapid overseas audio live streaming growth and advertising revenue from Hupu acquisition.
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Aeluma Q1 Fiscal 2026 Earnings Call - Accelerating Commercialization Amid Soaring AI Semiconductor Demand
Aeluma kicked off fiscal 2026 on a solid note, riding the wave of surging AI adoption that’s driving unprecedented demand for high-performance semiconductor photonics. CEO Jonathan Klamkin outlined a ...
- Aeluma is fast-tracking its transition to commercial-scale production to capitalize on soaring AI-driven demand for optical semiconductor components.
- The company raised $23.4 million in a follow-on offering, doubling cash reserves to $38 million with zero debt, strengthening their balance sheet.
- Q1 revenue increased to $1.4 million from $481,000 a year ago, driven by government and commercial R&D contracts.
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Phoenix New Media Q3 2025 Earnings Call - Advertising Revenue Grows Amid Market Caution and Content Innovation
Phoenix New Media reported a resilient third quarter in 2025, with total revenues rising 22.3% year-on-year to RMB 200.9 million. The company’s advertising revenue climbed 7.3% despite a cautious mark...
- Phoenix New Media's total revenues increased 22.3% year-over-year to RMB 200.9 million in Q3 2025.
- Net advertising revenues rose 7.3% to RMB 159.3 million despite a cautious market environment.
- Paid services revenues surged 161.6% to RMB 41.6 million, primarily from digital reading services on third-party mini programs.
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ACG Q3 2025 Earnings Call - Strategic Expansion and Operational Efficiency Cut Losses Amid Revenue Stability
ACG reported steady net revenues of RMB 67.3 million for Q3 2025, driven largely by portfolio training services which accounted for nearly 72% of total revenue. Despite increased costs associated with...
- Q3 2025 net revenues held steady at RMB 67.3 million compared to Q3 2024.
- Nine-month 2025 revenue rose 7.1% to RMB 179 million, led by research-based learnings and overseas study counseling.
- Portfolio training services remain the core revenue driver, comprising 71.9% of total net revenues.
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KinderCare Q3 2025 Earnings Call - Enrollment Headwinds and Strategic Operational Focus Amid Economic Uncertainty
KinderCare's Q3 2025 results reflect a cautious consumer environment impacting enrollment and occupancy, with same center occupancy dropping to 67%. Revenue grew 0.8% year-over-year to $677 million, d...
- Q3 revenue was $677 million, up 0.8% year-over-year, with same center revenue flat at $617 million.
- Same center occupancy fell to 67%, at the lower end of expected range, reflecting back-to-school seasonality and a cautious consumer backdrop.
- Top 3 quintile centers maintain roughly 80% occupancy while on-site employer centers average over 70%, indicating pockets of strength.
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Dragonfly 2025 Q3 Earnings Call - Breakthrough Military Orders and Expanding Production Capacity Signal Major Shift
Dragonfly reported a 14.4% year-over-year revenue increase for Q3 2025, hitting $2.16 million with growing strength in military sales, currently about 30% but expected to surge to 90% in 2026. The hig...
- Revenue rose 14.4% YoY to $2.16M in Q3 2025 driven by product sales and drone services.
- Gross profit was $421K with gross margin impacted by one-time inventory write downs.
- Cash balance soared to nearly $70 million, a strong liquidity position.
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eGain Fiscal 2026 Q1 Earnings Call - AI Knowledge ARR Surges 23% Amid Product Innovation and Strong Cash Flow
eGain opened fiscal 2026 with solid momentum, delivering an 8% revenue increase and a notable 23% ARR jump in its AI knowledge segment. The company continues to lead in AI-infused knowledge management...
- eGain's total revenue rose 8% year-over-year in Q1 fiscal 2026, with SaaS revenue up 10%.
- AI knowledge product ARR soared 23%, signaling strong market traction in AI-powered knowledge solutions.
- The company secured two large customer wins: a major NYC insurer (8,000 users) and a multinational energy firm (20M customers), both going live within 100 days.
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