Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Xenon Pharmaceuticals Q3 2025 Earnings Call - On Track for XTOL-2 Phase 3 Data and NDA Filing Preparation
Xenon Pharmaceuticals reported solid progress in Q3 2025 with completion of patient randomization in their pivotal XTOL-2 Phase 3 study targeting focal onset seizures using Ezetikelner. Enrollment exc...
- XTOL-2 Phase 3 epilepsy study randomized 380 patients, exceeding target of 360, maintaining strong study power for primary endpoints.
- Top-line data from XTOL-2 expected in early 2026, critical for planned NDA submission for Ezetikelner in focal onset seizures.
- Ezetikelner distinguished as only KV7 channel opener in development with strong placebo-adjusted efficacy and favorable safety profile.
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Fabrinet Q1 FY2026 Earnings Call - Record Revenue Growth Driven by DCI and New HPC Category
Fabrinet kicked off fiscal 2026 with a stellar Q1, posting $978 million in revenue, up 22% year-over-year and beating guidance with earnings per share of $2.92. Telecom, particularly Data Center Inter...
- Fabrinet reported record Q1 FY2026 revenue of $978 million, up 22% YoY and 8% QoQ, exceeding guidance.
- Non-GAAP EPS came in at $2.92, reflecting strong bottom-line leverage from revenue growth despite a $2 million FX loss.
- Telecom segment revenue surged 59% YoY, driven primarily by Data Center Interconnect (DCI) products, which nearly doubled YoY.
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Nuvation Bio Q3 2025 Earnings Call - ATROSY Achieves Record-Setting U.S. Launch and Expands Commercial Momentum
Nuvation Bio marked its first full quarter as a commercial-stage company with a robust launch of its lead product, ATROSY, for ROS1-positive non-small cell lung cancer (NSCLC). Q3 saw 204 new patient ...
- ATROSY launched commercially in the U.S. in Q3 2025 with 204 new patient starts, averaging over 15 per week, far exceeding the launch speed of the closest competitor, Oqtyro.
- Median duration of response (DOR) for ATROSY in TKI-naive patients extended to 50 months, indicating unprecedented durability in ROS1-positive NSCLC.
- Patient coverage expanded rapidly to over 80% of U.S. lives within months of launch, reflecting swift payer adoption and effective market access efforts.
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Syndax Pharmaceuticals Q3 2025 Earnings Call - Accelerated Growth and Expanding Leadership in Menin Inhibition with Revyforge and Nictimvo
Syndax Pharmaceuticals reported robust Q3 2025 results fueled by significant commercial traction of its two flagship drugs, Revyforge and Nictimvo. Revyforge's net revenue surged 12% to $32 million de...
- Syndax posted $45.9 million total revenue in Q3 2025, a 21% increase over the prior quarter, driven by strong commercial demand.
- Revyforge net revenue grew 12% quarter-over-quarter to $32 million, despite a one-third patient treatment pause for stem cell transplants.
- Revyforge prescriptions and new patient starts increased ~25% in Q3, showing growing adoption and demand.
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Harmonic Q3 2025 Earnings Call - DOCSIS 4.0 and Fiber Drive Robust Growth with Expanding SaaS Momentum
Harmonic delivered a strong third quarter for 2025 with total revenue of $142.4 million, surpassing guidance. The broadband segment led with $90.5 million in revenue, powered by unified Remote PHY Dev...
- Q3 2025 revenue reached $142.4 million, exceeding company guidance.
- Broadband segment revenue was $90.5 million with 47.3% gross margin, driven by unified RPD and fiber deployments.
- Harmonic completed the industry's first live extended spectrum deployment of unified DOCSIS 4.0 with Mediacom.
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Upwork Q3 2025 Earnings Call - AI-Driven Growth Reignites GSV Expansion and Profitability
Upwork's Q3 2025 marks a pivotal turn as the company breaks through a multi-quarter GSV growth stall, delivering 2% year-over-year expansion and record revenue surpassing $200 million. This rebound re...
- Upwork achieved 2% year-over-year growth in Gross Services Volume (GSV) in Q3 2025, ending a five-quarter decline trend.
- Quarterly revenue surpassed $200 million for the first time, reaching $201.7 million, with GAAP net income at $29.3 million.
- Adjusted EBITDA hit a record $59.6 million with a 29.6% margin, marking a more than six-point margin expansion year-over-year.
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Adeia 3Q 2025 Earnings Call - Litigation With AMD Delays Revenue, But Growth Pipeline Remains Robust
Adeia reported third quarter 2025 revenue of $87.3 million, aligning with expectations, yet revised full-year guidance down to $360-$380 million due to the unlikely closure of a previously anticipated...
- Q3 2025 revenue was $87.3 million, meeting company expectations.
- Non-Pay TV recurring revenue grew 31% year-over-year in Q3, evidencing successful diversification.
- Adeia filed multiple patent infringement lawsuits against AMD, halting expected licensing agreement and causing revenue guidance reduction.
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Superior Group of Companies Q3 2025 Earnings Call - Navigating Uncertainty with Strategic Cost Cuts and Growing Pipelines
Superior Group of Companies reported a 7% year-over-year revenue decline in Q3 2025, reflecting ongoing market uncertainties and prior quarter sales pull-forward. However, the company offset revenue h...
- Superior Group’s Q3 2025 revenues declined 7% year-over-year to $138 million, pressured by prior quarter sales pull-forward and a strong Q3 last year.
- SG&A expenses were cut by 7%, saving approximately $4 million year-over-year, reflecting a sharp focus on cost discipline starting mid-2025.
- Branded products segment revenue fell 8% to $85 million due to sales timing, lower employee turnover at client companies, smaller order sizes, and delayed ordering.
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Sarepta Therapeutics Q3 2025 Earnings Call - Strong PMO Data Supports Path to Traditional Approval Despite ESSENCE Trial Challenges
Sarepta Therapeutics reported solid Q3 2025 results, driven by $370 million net product revenue, including $131 million from Elevidys and $239 million from exon-skipping PMOs treating Duchenne muscula...
- Sarepta completed confirmatory ESSENCE trial of exon-skipping therapies Vyondys 53 and Amondys 45 in Duchenne muscular dystrophy with 225 patients across 24 countries.
- ESSENCE showed numerical superiority but missed primary endpoint statistical significance at 96 weeks due to COVID-19 pandemic impacts and patient dose misses.
- Excluding COVID-impacted patients, ESSENCE showed a ~30% slowing of disease progression with a p-value of 0.09, nearing conventional statistical significance.
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Kforce Q3 2025 Earnings Call - Solid Q3 Beats Amid AI-Driven Transition and Strategic Growth
Kforce delivered a strong third quarter, beating revenue and EPS expectations with $332.6 million in revenue and $0.63 earnings per share. The technology business showed resilience despite a slight se...
- Kforce Q3 revenues of $332.6 million and EPS of $0.63 exceeded high-end guidance.
- Technology segment revenues declined slightly sequentially and year-over-year but showed a 4% increase in consultants on assignment from early Q3 lows.
- Finance & Accounting (FA) business grew 7% sequentially, marking consecutive quarters of growth, though still down year-over-year.
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