Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
PLAYSTUDIOS Q3 2025 Earnings Call - Navigating Structural Headwinds with Sweepstakes and Tetris Growth Initiatives
PLAYSTUDIOS reported a tough quarter marked by ongoing declines in core social casino revenue and player activity amid challenging market headwinds. Revenue fell 19.1% year-over-year to $57.6 million,...
- Total Q3 2025 revenue declined 19.1% year-over-year to $57.6 million, and adjusted EBITDA dropped 50.5% to $7.2 million, signaling significant pressure on financial results.
- Monthly active users (MAU) and daily active users (DAU) fell about 25% compared to last year, mainly in the casual gaming segment, consistent with broader industry contraction.
- CEO Andrew Pascal acknowledged a challenging operating environment and stressed urgency in repositioning the business with an aligned board and leadership team, emphasizing no strategy is off the table.
- +12 more takeaways
TrueBlue Q3 2025 Earnings Call - Strategic Growth in Skilled Staffing and Digital Innovation Drive Revenue Up 13%
TrueBlue exceeded expectations in Q3 2025, posting 13% revenue growth to $431 million driven by strong performance in skilled staffing sectors including more than doubled energy sector revenue and a f...
- TrueBlue's Q3 2025 revenue rose 13%, beating guidance, to $431 million aided by skilled staffing growth.
- Energy sector revenue more than doubled, reflecting strong market position and expanding demand.
- Commercial driver business achieved fifth straight quarter of double-digit revenue growth, taking market share.
- +9 more takeaways
Myriad Genetics Q3 2025 Earnings Call - Steady Revenue Amid Strategic Pivot Towards Cancer Care Growth
Myriad Genetics reported a modest 4% revenue decline year-over-year in Q3 2025, but underlying business performance adjusted for known headwinds shows a 5% growth trend. Volume growth was strong in ke...
- Reported Q3 2025 revenue of $206 million, down 4% year-over-year, but underlying adjusted growth is about 5% when excluding known headwinds and nonrecurring items.
- myRisk hereditary cancer test volumes grew 16% in affected and 11% in unaffected markets, aided by EMR workflow enhancements and provider engagement programs.
- GeneSight mental health test volume increased 8% year-over-year, with growth supported by new payer coverage in nine states, including California Medicaid.
- +9 more takeaways
Halozyme Q3 2025 Earnings Call - Robust Royalty Growth Driven by ENHANZE Blockbusters and Electrovive Acquisition
Halozyme reported a blockbuster Q3 2025 with royalty revenue surging 52% year-over-year to $236 million, fueled by subcutaneous therapies Darzalex, Fesgo, and Vyvgart Hytrulo enabled by its ENHANZE te...
- Q3 2025 royalty revenue surged 52% YoY to $236 million, led by Darzalex Subcutaneous, Fesgo, and Vyvgart Hytrulo with ENHANZE technology.
- Total revenues grew 22% YoY to $354 million; adjusted EBITDA rose 35% YoY to $248 million, leveraging royalty business model strength.
- Full year 2025 guidance raised to $1.3-$1.375 billion total revenue and $6.10-$6.50 adjusted EPS, reflecting robust royalty growth.
- +12 more takeaways
V2X Q3 2025 Earnings Call - Strategic Execution Fuels Record Results Amid Shutdown Uncertainty
V2X reported a robust third quarter in 2025 with record revenue of $1.17 billion, an 8% year-over-year increase, and adjusted EPS of $1.37. The company’s strategic moves, including a key acquisition e...
- V2X delivered record third-quarter revenue of $1.17 billion, up 8% year-over-year, and adjusted EPS of $1.37.
- Adjusted EBITDA was $85 million with a margin of 7.3%, reflecting solid operational execution and profitability.
- The company’s business showed resilience to the ongoing government shutdown, with only minor timing delays in payment collections.
- +12 more takeaways
Castle Biosciences Q3 2025 Earnings Call - Launch of Advanced AD TX Test Marks New Frontier in Atopic Dermatitis Treatment Guidance
Castle Biosciences reported strong Q3 2025 results, driven by robust growth in core dermatologic and gastroenterology tests amid the successful launch of Advanced AD TX, a first-in-class genomic test ...
- Castle Biosciences launched Advanced AD TX, a novel gene expression test guiding systemic therapy selection in moderate to severe atopic dermatitis, addressing a $33 billion US market with 13.2 million eligible patients.
- Advanced AD TX distinguishes patients likely to respond better to JAK inhibitors versus TH2 targeted biologics, potentially improving clinical outcomes and reducing relapses.
- The test analyzes 487 genes across 12 immune and skin-related pathways, validated in a multi-center US study.
- +7 more takeaways
Transcat Q2 FY2026 Earnings Call - Double-Digit Revenue Growth Amid Economic Uncertainty
Transcat reported a solid second quarter for fiscal 2026, posting a 21% increase in consolidated revenue to $83 million despite ongoing economic headwinds. Growth was fueled by stable calibration serv...
- Transcat delivered 21% consolidated revenue growth to $83 million in Q2 FY2026 amid economic uncertainty.
- Service revenue increased 20%, marking the 66th consecutive quarter of year-over-year growth.
- Distribution revenue grew 24%, driven primarily by strong performance in the high-margin rental business.
- +12 more takeaways
EverQuote Q3 2025 Earnings Call - Record Growth and Strategic Shift to AI-Powered Multi-Product Growth Partner
EverQuote reported record Q3 2025 results, with revenues up 20% year-over-year to $173.9 million, driven by strong enterprise carrier spending and advances in their AI-driven SmartCampaigns platform. ...
- EverQuote delivered record Q3 2025 revenues of $173.9 million, a 20% year-over-year increase.
- Enterprise carrier spend grew 27% year over year, driving top-line growth.
- Auto insurance vertical revenue rose 21%, home and renters insurance increased 15%.
- +12 more takeaways
Qorvo Fiscal 2026 Q2 Earnings Call - Sharp Focus on Profitability Amid Android Market Exit
Qorvo reported solid fiscal Q2 performance with revenue exceeding $1 billion and non-GAAP gross margin nearing 50%. The company is executing a strategic pivot away from low-margin, mass-tier Android s...
- Qorvo's fiscal Q2 revenue reached $1.059 billion with a non-GAAP gross margin of 49.7%, surpassing guidance.
- The company is exiting lower-margin, mass-tier Android smartphone segments, projecting a $200 million revenue decline over fiscal 2026 and 2027.
- Restructuring in the Connectivity Solutions Group will reduce operating expenses by approximately $70 million annually, focusing ultra-wideband efforts on automotive, industrial, and enterprise markets.
- +12 more takeaways
Farmer Mac Third Quarter 2025 Earnings Call - Record Net Effective Spread and Strategic Portfolio Diversification Drive Strong Growth
Farmer Mac delivered a standout third quarter in 2025, posting record net effective spread of $97.8 million and core earnings of $49.6 million, underscoring a robust trajectory with $31 billion in out...
- Farmer Mac reported a record net effective spread (NES) of $97.8 million and core earnings of $49.6 million for Q3 2025, achieving double-digit year-over-year growth.
- Outstanding business volume surpassed $31 billion, driven primarily by infrastructure finance, which grew $600 million this quarter to $11 billion.
- The loan portfolio diversification into renewable energy, broadband infrastructure, and corporate agriculture is expanding rapidly, with renewable energy volumes doubling annually and broadband infrastructure doubling year-over-year.
- +12 more takeaways