Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Aptiv Q1 2026 Earnings Call - Separation of Versigent Drives Sharper Focus on Software and Non-Automotive Growth
Aptiv delivered Q1 2026 results marked by the successful spin-off of its Electrical Distribution Systems (EDS) business into Versigent, a move designed to sharpen its focus on advanced software and ha...
- Aptiv successfully completed the separation of its Electrical Distribution Systems (EDS) business into a new independent public company, Versigent, allowing the remaining entity to focus on advanced software and optimized hardware solutions.
- Q1 2026 revenue reached $5.1 billion, up 1% year-over-year on an adjusted basis, while adjusted EPS hit a record $1.71, driven by lower interest expense and a reduced share count.
- The company secured $7 billion in new business awards during the quarter, including $900 million from non-automotive customers, underscoring a strategic pivot beyond traditional automotive markets.
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DigitalOcean Q1 2026 Earnings Call - AI-Native Cloud Launch Drives 221% AI ARR Growth
DigitalOcean delivered a record Q1 2026, accelerating revenue growth to 22% year-over-year and raising its full-year 2026 revenue growth guidance to 25-27%. The company’s strategic pivot to an AI-Nati...
- Q1 2026 revenue reached $258 million, up 22% year-over-year, beating the top end of guidance and accelerating from Q4 2025’s 18% growth rate.
- AI customer ARR surged 221% year-over-year to $170 million, with over 80% of that revenue attributed to inference services and core cloud pull-through rather than bare metal.
- Million-dollar customer ARR grew 179% year-over-year to $183 million, reflecting strong expansion among top-tier cloud and AI-native clients.
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Vivid Seats Q1 2026 Earnings Call - App Growth and Private Label Turnaround Drive Sequential Momentum
Vivid Seats reported a strong first quarter 2026, landing at the high end of guidance with sequential growth in gross ticket value (GOV), adjusted EBITDA, and cash. The company’s strategic pivot towar...
- Q1 2026 GOV reached $612 million, up 5.5% sequentially from Q4 2025, defying typical seasonal weakness in the first quarter.
- Consolidated revenue came in at $126 million, essentially flat quarter-over-quarter, with a take rate of 15.9% due to mix shift toward lower-margin private label revenue.
- Adjusted EBITDA surged to $9.5 million from $1 million in Q4 2025, driven by disciplined cost reductions and operating leverage as revenue stabilized.
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Cameco Corporation Q1 2026 Earnings Call - Nuclear Execution Replaces Aspiration as U.S. Reactor Pipeline Accelerates
Cameco’s Q1 2026 results reflect disciplined execution amid a structural shift in nuclear policy, with management emphasizing that durable demand growth requires sustained supply discipline and long-t...
- Management reaffirmed full-year 2026 guidance, citing Q1 performance as consistent with expectations and driven by timing and pricing rather than fundamental shifts.
- U.S. Department of Commerce and Department of Energy are advancing parallel pathways for AP1000 deployment, targeting up to 20 reactors with a combined $80 billion commitment.
- Westinghouse reported improved adjusted EBITDA despite a net loss, reflecting normal project variability and amortization of acquisition-related intangibles.
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Alkermes Q1 2026 Earnings Call - Avadel Acquisition Drives Revenue Beat and Expands Orexin Pipeline
Alkermes delivered a strong first quarter of 2026, with proprietary net sales jumping 38% year-over-year to $338.1 million, fueled by solid demand across its psychiatry and addiction franchises and th...
- Alkermes completed the acquisition of Avadel Pharmaceuticals in mid-February, integrating LUMRYZ into its portfolio and establishing an immediate commercial presence in sleep medicine ahead of its lead orexin-2 receptor agonist candidate, alixorexton.
- First-quarter proprietary net sales surged 38% year-over-year to $338.1 million, beating prior expectations, driven by strong performance in psychiatry (ARISTADA, LYBALVI) and addiction (VIVITROL), plus six weeks of LUMRYZ revenue.
- LUMRYZ generated $72 million in net revenue for the quarter, with approximately $39.5 million recorded in the first six weeks post-acquisition; the company exited Q1 with about 3,600 patients on therapy and expects $315-$335 million in full-year LUMRYZ sales.
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inTEST Corporation Q1 2026 Earnings Call - Raised FY26 Guidance on Diverse Demand and Operating Leverage
inTEST delivered a strong Q1 2026, with revenue of $33.9 million and adjusted EBITDA of $3.2 million, both beating guidance. The company raised its full-year 2026 revenue guidance to $130-$135 million...
- Q1 2026 revenue reached $33.9 million, up 27% year-over-year, beating the upper end of guidance.
- Adjusted EBITDA came in at $3.2 million with a 9.3% margin, exceeding expectations and driven by favorable product mix and operating leverage.
- Full-year 2026 revenue guidance was raised to $130-$135 million, reflecting diversified demand and improved market conditions.
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Leidos Q1 2026 Earnings Call - Raised 2026 Guidance by $500 Million Following Accelerant Entrust Acquisition
Leidos delivered a robust Q1 2026 start, posting 4% year-over-year revenue growth to $4.4 billion and maintaining a 14% adjusted EBITDA margin. The catalyst for the quarter was the immediate close of ...
- Raised 2026 revenue guidance by $500 million to $18.0-$18.4 billion, driven immediately by the accretive nature of the Entrust acquisition.
- Q1 2026 revenue reached $4.4 billion, up 4% year-over-year, with adjusted EBITDA margin holding steady at a robust 14%.
- Non-GAAP diluted EPS grew 5% to $3.13, supported by higher EBITDA, a lower effective tax rate, and share buybacks.
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Gartner Q1 2026 Earnings Call - Contract Value Acceleration and Margin Expansion Drive EPS Growth
Gartner delivered a strong Q1 2026, beating expectations on revenue, EBITDA, and free cash flow, while accelerating contract value growth to 1% year-over-year. The company raised its full-year guidanc...
- Q1 2026 contract value grew 1% year-over-year, accelerating from Q4 2025, with ex-federal government growth reaching 3.5%.
- Full-year EBITDA guidance raised to at least $1.545 billion, reflecting a 24.1% margin and a $30 million increase from prior estimates.
- Adjusted EPS of $3.32 beat expectations, driven by 11% year-over-year growth and a 4% reduction in share count through $535 million in buybacks.
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Onity Group Q1 2026 Earnings Call - Origination Surge Masks Servicing Headwinds
Onity Group delivered a mixed first quarter, with origination volume and revenue surging more than 4x year-over-year as falling rates triggered a refinancing boom. However, the company posted a $6 mil...
- Revenue grew 26% year-over-year, driven by a 4x surge in consumer direct origination volume and strong subservicing additions of 94%.
- Adjusted pre-tax income fell to a $6 million loss, contrasting sharply with $34 million in origination profit, as servicing income dropped $54 million.
- MSR runoff tripled year-over-year to $99 million, primarily due to higher prepayments from borrower rate sensitivity and lingering FHA delinquencies.
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Repligen Corporation Q1 2026 Earnings Call - Strategic Reset Drives Margin Expansion and China Reacceleration
Repligen reported a strong Q1 2026 with 11% organic revenue growth and 160 basis points of adjusted operating margin expansion, beating expectations on both top and bottom lines. Management raised ful...
- Q1 2026 revenue reached $194 million, reflecting 15% reported and 11% organic growth, with adjusted operating margin expanding 160 basis points year-over-year.
- Full-year adjusted EPS guidance was raised to $1.97-$2.05, up $0.04 at both ends, driven by strong Q1 performance, Polymem divestiture, and operating expense discipline.
- Organic revenue guidance for 2026 remains 9%-13%, with gross margin expansion expected to accelerate to 110-160 basis points, supported by favorable product mix and volume leverage.
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