Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
PROCEPT BioRobotics Q3 2025 Earnings Call - Leadership Changes Fuel Focus on Utilization and Market Expansion Despite Macro Headwinds
PROCEPT BioRobotics reported robust Q3 2025 results with $83.3 million in revenue, underscoring strong U.S. capital system sales despite slower hospital purchasing cycles. New CEO Larry Wood, in his e...
- PROCEPT BioRobotics achieved $83.3 million revenue in Q3 2025, up 43% YoY, with U.S. capital system sales driving growth despite cautious hospital capital spending.
- CEO Larry Wood emphasizes procedure utilization as the top priority, initiating programs to accelerate time from system sale to first procedure and improve commercial execution.
- New organizational changes include appointing Pooja Sharma as Chief Marketing and Strategy Officer and promoting Stephen Miguel to lead international operations, boosting focus on market-specific growth.
- +12 more takeaways
Zeta 3Q25 Earnings Call - Accelerating Growth and AI Leadership with Athena Launch
Zeta reported a strong third quarter of 2025, marking its 17th consecutive beat-and-raise quarter. Revenue hit $337 million, up 28% year over year excluding political and LiveIntent, while adjusted EB...
- Zeta achieved its 17th consecutive beat-and-raise quarter with Q3 2025 revenue of $337 million, up 28% year over year excluding political and LiveIntent revenues.
- Adjusted EBITDA rose 46% year over year to $78 million, with margin expanding 320 basis points to 23.2%.
- Free cash flow hit a record 14% margin, rising 83% compared to prior year, highlighting improved profitability alongside growth.
- +17 more takeaways
Finance of America Q3 2025 Earnings Call - Digital Innovation Drives Margin Expansion and Accelerated Growth
Finance of America reported a strong Q3 2025 driven by significant gains in operating performance and strategic balance sheet management. Adjusted net income doubled year-over-year to $33 million in t...
- Finance of America reported a GAAP net loss of $29 million in Q3 2025 but posted $33 million in adjusted net income, doubling results from the prior-year quarter.
- Year-to-date funded volumes increased 28% to approximately $1.8 billion compared to $1.4 billion in first nine months of 2024.
- The company completed over $3 billion in securitizations during Q3, including a record nearly $2 billion proprietary securitization in September, its largest ever.
- +7 more takeaways
Allegiant Travel Company Q3 2025 Earnings Call - Steady Margin Recovery and Strategic Fleet Optimization
Allegiant Travel reported a modest operating loss in Q3 2025, better than guidance, amid improved leisure demand and disciplined cost management. The airline is on track to end 2025 with approximately...
- Allegiant reported a modest Q3 operating loss, better than guidance, supported by stronger leisure demand.
- Full-year 2025 airline operating margin is expected around 7%, with EPS guidance raised to above $4.35 per share.
- Boeing 737 MAX aircraft integration is progressing well; MAX fleet to comprise over 20% of ASMs in 2026 with 20-30% higher EBITDA per aircraft than A320 series.
- +7 more takeaways
CareDx Q3 2025 Earnings Call - Robust 21% Revenue Growth and Strategic Advances Amid Flat Transplant Volumes
CareDx posted strong third-quarter 2025 results with revenue hitting $100.1 million, up 21% year-over-year, led by record volumes across testing services, patient and digital solutions, and lab produc...
- CareDx delivered record third-quarter revenue of $100.1 million, a 21% increase year-over-year, and adjusted EBITDA of $15.3 million, more than doubling prior year.
- Testing services revenue grew 19% to $72.2 million driven by 13% test volume growth across heart, kidney, and lung transplant monitoring.
- Patient and digital solutions revenue rose 30% to $15.4 million, reflecting higher adoption of transplant pharmacy and digital tools.
- +7 more takeaways
Veracyte 3Q 2025 Earnings Call - Decipher Prostate Test Drives Record Profitability and Accelerated Growth Outlook
Veracyte delivered a strong third quarter in 2025, reporting a 14% revenue increase to $132 million driven by a 26% volume growth in its Decipher prostate cancer test and 13% growth in the Affirma thy...
- Veracyte’s Q3 revenue rose 14% year-over-year to approximately $132 million, driven by strong volume growth in core tests.
- Decipher prostate cancer test volumes grew 26% year-over-year, marking 14 consecutive quarters with over 25% growth.
- Affirma thyroid test volume grew 13%, supported by new account wins and increased utilization per customer.
- +13 more takeaways
NGL Energy Partners Q2 2026 Earnings Call - Water Solutions Segment Drives Record Growth and EBITDA Boost
NGL Energy Partners reported a solid Q2 2026, highlighted by record water volumes and a 30% jump in Grand Mesa pipeline volumes. Consolidated Adjusted EBITDA rose 12% year-over-year to $167.3 million,...
- Q2 2026 consolidated Adjusted EBITDA climbed 12% year-over-year to $167.3 million, mainly driven by Water Solutions.
- Water Solutions segment adjusted EBITDA increased 18% to $151.9 million, with physical disposal volumes growing 4% to 2.8 million barrels per day.
- Total paid disposal volumes, including deficiency volumes, rose 14% to 3.15 million barrels per day compared to prior year quarter.
- +11 more takeaways
comScore Q3 2025 Earnings Call - Cross-Platform Growth Offset by Large Client Shift, New Product Momentum Key
comScore reported a modest revenue increase to $88.9 million in Q3 2025, driven by strong double-digit growth in local and cross-platform measurement offerings. However, a notable strategy shift from ...
- Q3 2025 revenues reached $88.9 million, a slight 0.5% increase year-over-year.
- Local TV measurement showed strong double-digit revenue growth, driven by new business and renewals.
- Cross-platform revenue grew 20.2% despite the headwind from a strategic shift by a large retail media client.
- +10 more takeaways
Rapid7 Q3 2025 Earnings Call - Strategic Transition to AI-Powered MDR Slows ARR Growth Momentum
Rapid7 reported a 2% year-over-year increase in ARR to $838 million and a 2% revenue growth to $218 million in Q3 2025, modestly beating guidance amidst a challenging large-deal pipeline environment. ...
- Rapid7’s ARR reached $838 million in Q3 2025, growing 2% year-over-year, with revenue of $218 million also up 2%.
- Operating income was $37 million, beating guidance, aided by business leverage and operational timing.
- Free cash flow remained strong at $30 million for the quarter and $98 million year-to-date.
- +11 more takeaways
Clean Energy Fuels Q3 2025 Earnings Call - Steady Downstream Growth and Upstream RNG Ramp-Up with Cautious Outlook
Clean Energy Fuels reported solid Q3 2025 results with $106 million revenue and $17 million Adjusted EBITDA, maintaining their raised 2025 guidance. Their downstream fueling business showed steady per...
- Clean Energy Fuels posted $106 million revenue and $17 million Adjusted EBITDA in Q3 2025, aligning with their raised guidance.
- The downstream fueling business remains stable with strong contributions from transit and refuse fleets, totaling over 300 fueling sites and 140 refuse customers.
- Heavy-duty trucking is identified as the largest downstream growth opportunity amid challenging freight rates and regulatory uncertainty.
- +12 more takeaways