Earnings Call Transcripts
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All Earnings Calls
Astronics Corp Q3 2025 Earnings Call - Building Momentum with Record Volume, Margin Expansion, and Strategic Acquisitions
Astronics Corp reported a strong Q3 2025 with revenue at $211.4 million, marking their second highest quarterly sales ever, driven by broad-based demand and improved operational efficiencies. Aerospac...
- Q3 revenue reached $211.4 million, just shy of the company record, showing broad demand and improved production efficiency.
- Aerospace segment led with $192.7 million sales and 16.2% operating margin, driving overall profitability.
- Test segment sales declined year-over-year to $18.7 million but improved QoQ, nearing break-even operating margin due to cost reduction efforts.
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Astera Labs Q3 2025 Earnings Call - Scaling AI Infrastructure Connectivity with Scorpio X and Optical Ventures
Astera Labs delivered a robust Q3 2025 with revenues of $230.6 million, marking a 104% year-over-year increase and robust growth across its Scorpio, Aries, and Taurus product lines targeting AI scale-...
- Q3 2025 revenue reached $230.6 million, up 104% year-over-year and 20% quarter-over-quarter driven by broad-based growth in Scorpio, Aries, and Taurus product lines.
- Scorpio P Series advanced volume ramp with leading hyperscalers and new design wins across multiple AI platforms; Scorpio X Series shipping initial production volumes, expected to ramp significantly in 2026.
- Aries PCIe Gen 6 retimers, the industry’s first and only, contributed robust growth exceeding 20% of Q3 revenues, underpinning PCIe 6 acceleration adoption in AI racks.
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Day One Biopharmaceuticals 3Q 2025 Earnings Call - OJEMDA Drives Strong Commercial Momentum and Raised Full-Year Guidance
Day One Biopharmaceuticals reported a robust third quarter in 2025, highlighted by 15% sequential growth in OJEMDA net product revenue to $38.5 million and accelerating new patient starts and prescrip...
- OJEMDA net product revenue reached $38.5 million in Q3, a 15% increase quarter-over-quarter, reflecting the strongest quarter so far in 2025.
- New patient starts accelerated nearly 20%, and total prescriptions grew 18% this quarter, indicating strong uptake and growing physician adoption.
- Two-year FIREFLY-1 data included in OJEMDA label demonstrate reversible growth velocity decreases and increased median duration of response from 13 to 18 months, boosting clinical confidence.
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Revolve Group Q3 2025 Earnings Call - Strategic Margin Focus Amid Moderate Sales Growth
Revolve Group reported a solid Q3 2025, delivering a 4% year-over-year increase in net sales alongside a remarkable 45% surge in adjusted EBITDA to $25 million, marking its highest ever for a third qu...
- Revolve Group's Q3 2025 net sales grew 4% year-over-year to $296 million, with Revolve segment up 5% and Forward segment up 3%.
- Adjusted EBITDA surged 45% year-over-year to $25 million, the highest for any third quarter in the company's history.
- Gross margin expanded by nearly 350 basis points to 54.6%, exceeding guidance despite tariff pressures and broad input cost inflation.
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PTC Therapeutics 3Q 2025 Earnings Call - Sephience Launch Drives Strong Start and Narrowed 2025 Guidance
PTC Therapeutics reported robust third quarter 2025 results, fueled by the global launch of Sephience in the US and Europe. The company generated $211 million in revenue, including $19.6 million from ...
- PTC reported $211 million in Q3 2025 revenue, including $19.6 million from Sephience, its new therapy for PKU.
- Sephience received 521 patient start forms from 141 prescribers by September 30, demonstrating broad patient segment uptake including adults, classical and non-classical PKU, and treatment-naive individuals.
- Early launch feedback shows rapid phenylalanine (Phe) reduction and diet liberalization benefits, supported by data presented at the International Metabolism Meeting.
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Advanced Energy Q3 2025 Earnings Call - Data Center Revenue More Than Doubled, Driving Record Financial Performance
Advanced Energy reported a strong Q3 2025 with total revenue up 24% year-over-year, driven by a remarkable doubling of data center revenue and stable semiconductor sales. Despite a sequential dip in s...
- Advanced Energy posted 24% revenue growth year-over-year in Q3 2025, driven by a doubling of data center revenue to a record $172 million.
- Semiconductor revenue was flat year-over-year at $197 million but dipped 6% sequentially, reflecting near-term market choppiness.
- Gross margin improved 280 basis points year-over-year to 39.1%, aided by China factory closure benefits, better factory loading, and tariff reductions.
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Ceribell Q3 2025 Earnings Call - Accelerating Expansion in Point-of-Care EEG with Robust Growth and Market Penetration Still in Early Stages
Ceribell reported a strong third quarter in 2025 with total revenue at $22.6 million, marking a 31% year-over-year increase and continuing a 30-quarter streak of sequential revenue growth. The company...
- Ceribell achieved $22.6 million in Q3 2025 revenue, a 31% increase year-over-year, sustaining 30 consecutive quarters of sequential revenue growth.
- The company raised its 2025 revenue guidance to $87-$89 million, with a 34% year-over-year growth forecast at midpoint, based on strong execution and market momentum.
- Active accounts increased by 31 in the quarter to 615, the largest quarterly growth since Ceribell's IPO, reflecting expanding hospital adoption.
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Longeveron 2025 Q3 Earnings Call - Pivotal HLHS Trial Nearing Data Readout Amid Cash Runway Extension
Longeveron's third-quarter 2025 call centered on critical advancements in their stem cell therapy Lomecel-B, especially the pivotal phase 2b ELPASO-2 trial in hypoplastic left heart syndrome (HLHS). T...
- Longeveron completed enrollment of its pivotal phase 2b ELPASO-2 trial in HLHS in June 2025, expecting top-line results in Q3 2026.
- Interim CEO Thanh Pau underscored focused execution, extending cash runway into late Q1 2026 via operational discipline and delayed full BLA filing to 2027.
- ELPASO-2 results could enable Longeveron's first BLA submission, targeting a rare pediatric cardiovascular indication with significant unmet need.
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OmniAb 3Q 2025 Earnings Call - Momentum in Partner Growth and Launch of Breakthrough OmniUltra Antibody Platform
OmniAb's third-quarter 2025 earnings reveal robust expansion across multiple fronts, setting a solid foundation despite cautious revenue guidance. The company boasts a record 104 active partners and 3...
- OmniAb ended Q3 2025 with 104 active partners, surpassing prior records and expanding internationally.
- The company matched total 2024 program additions by Q3 2025, reaching 399 active programs, showing strong deal flow momentum.
- Post-discovery stage programs grew 15% year-over-year, with one program entering registration phase and multiple clinical progressions.
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Teradata Q3 2025 Earnings Call - Ahead of Schedule Return to ARR Growth and AI Platform Leadership
Teradata delivered a strong Q3 2025, beating revenue and recurring revenue guidance while reporting non-GAAP EPS of $0.72 and free cash flow significantly ahead of expectations. The company announced ...
- Teradata beat revenue and recurring revenue guidance, delivering $0.72 non-GAAP EPS in Q3 2025, with free cash flow $88 million, up 28% year-over-year.
- Total ARR growth returned positive for the second consecutive quarter, ahead of the company’s initial Q4 target, with strong conviction for continued growth in 2026.
- Cloud ARR grew 11% year-over-year, though sequential growth was below expectations due to customer decisions on deployment mix in a nuanced hybrid environment.
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