Earnings Call Transcripts
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All Earnings Calls
Riot Platforms Q3 2025 Earnings Call - Launching Corsicana Data Center Development to Capitalize on Insatiable Demand
Riot Platforms revealed a pivotal push in transforming into a data center powerhouse during its Q3 2025 earnings call. The company announced the initiation of core and shell construction on two Corsic...
- Riot Platforms initiated core and shell construction of first two Corsicana data center buildings with combined 112 MW critical IT capacity, targeting Q1 2027 completion.
- The Corsicana campus plan is a 1 GW utility-load data center facility, enabled by recent contiguous land acquisition of 67 acres for seamless development.
- Riot completed a standardized tier-three resilient data center design (basis of design) adaptable to tenant requirements and scalable across sites, optimizing procurement and construction.
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Atlassian Q1 FY2026 Earnings Call - AI-Driven Cloud Migration Accelerates Growth Despite Revenue Recognition Impact
Atlassian kicked off fiscal year 2026 with robust results highlighted by 21% year-over-year total revenue growth to $1.4 billion and a standout 26% growth in cloud revenue to nearly $1 billion. The co...
- Atlassian reported 21% YoY total revenue growth to $1.4 billion in Q1 FY2026, driven by 26% growth in cloud revenue to $998 million.
- Remaining performance obligations (RPO) accelerated by 42% YoY to $3.3 billion, signaling strong forward bookings and demand.
- Data center end-of-life announcement is accelerating cloud migrations significantly, with migrations doubling year-over-year.
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SPX Technologies Q3 2025 Earnings Call - Raising Full-Year Guidance Amid Strong Growth and Expanding Liquidity
SPX Technologies delivered a standout Q3 2025 with a 32% increase in adjusted EPS and over 20% growth projected in adjusted EBITDA for the full year. Both HVAC and Detection & Measurement segments sho...
- SPX Technologies reported a 32% year-over-year increase in adjusted EPS to $1.84 for Q3 2025, driven by strong performance in both segments.
- Total company revenue rose 23% year-over-year fueled by organic growth and recent acquisitions (KTS, Sigma, Omega).
- Adjusted EBITDA surpassed $500 million midpoint guidance, signaling approximately 20% year-over-year growth with 150 basis points of margin expansion.
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Dexcom Q3 2025 Earnings Call - Robust Type 2 Market Growth Fuels 20% Organic Revenue Increase Amid G7 Quality Improvements
Dexcom posted a strong third quarter in 2025, with organic revenue growth hitting 20% year-over-year, driven primarily by expanded coverage and uptake in the Type 2 diabetes segment, particularly non-...
- Dexcom achieved 20% organic revenue growth in Q3 2025, reaching $1.21 billion worldwide, fueled by strong Type 2 diabetes market expansion and new coverage gains.
- U.S. revenue grew 21% to $852 million, with expanded CGM coverage across nearly 6 million non-insulin Type 2 lives, about half of the commercial market segment.
- International revenue increased 22%, with notable acceleration in France and Canada, largely due to newly secured coverage for basal insulin users.
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Alexander & Baldwin Q3 2025 Earnings Call - Raising Guidance on Strong Portfolio Performance and Growth Initiatives
Alexander & Baldwin reported Q3 2025 results that exceeded expectations, prompting a third consecutive upward revision of their full-year guidance. Their CRE portfolio showed solid same-store NOI grow...
- Q3 2025 same-store NOI grew 0.6%, in line with expectations, driven by higher base rents and leasing momentum.
- Full-year 2025 guidance was raised for FFO per share, reflecting strong portfolio results and expense management.
- New and spec industrial development continues, including a pre-leased 91,000 sq ft warehouse at Kumuana and a 30,000 sq ft spec building, adding $2.8 million annual NOI when stabilized.
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Ingram Micro Q3 2025 Earnings Call - AI Platform Xvantage Drives Growth Amid Strong Core Performance
Ingram Micro reported a robust third quarter with $12.6 billion in revenues, up 7.2% year-over-year, and non-GAAP EPS of $0.72 hitting the top end of guidance despite a ransomware incident in July. Th...
- Reported $12.6 billion revenue in Q3, up 7.2% YoY, exceeding guidance top end.
- Non-GAAP EPS of $0.72 at high end of guidance despite July ransomware incident.
- Ransomware impact limited to about 1%-1.5% of sales and $0.02-$0.03 EPS.
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DXC Technology Q2 FY2026 Earnings Call - Pivoting to AI-Driven Fast Track Growth While Managing Core Business
DXC Technology's Q2 fiscal 2026 earnings reveal a company in transition. While revenue and bookings fell short of expectations, adjusted EBIT margin and free cash flow surpassed guidance, signaling di...
- Q2 fiscal 2026 revenue was $3.2 billion, down 4.2% organically year-over-year, with bookings growing only 2%, resulting in a book-to-bill ratio of 0.85.
- Adjusted EBIT margin was 8%, above guidance, driven by disciplined cost management despite top-line pressures and increased investments in AI and growth areas.
- Free cash flow rose sharply to $240 million in Q2, up from $48 million last year, due to improved working capital and lower cash taxes; full-year free cash flow guidance increased to approximately $650 million.
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Equifax Q3 2025 Earnings Call - Strong Revenue Growth and Strategic Shift Driving Mortgage Market Disruption
Equifax reported a robust third quarter with a 7% revenue increase driven by outperformance in U.S. mortgage and non-mortgage segments, despite a 7% decline in mortgage credit inquiries. The company i...
- Equifax posted 7% constant currency revenue growth in Q3 2025, exceeding July guidance midpoint by $25 million, driven by U.S. mortgage and non-mortgage performance.
- U.S. mortgage revenue grew 13% despite a 7% decline in mortgage hard credit inquiries, better than the expected 12% drop, bolstered by late-quarter mortgage rate reductions.
- The company raised full-year revenue guidance by $40 million, adjusted EPS by $0.12, and free cash flow outlook to $950–975 million with cash conversion exceeding 100%.
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Rimini Street Q3 2025 Earnings Call - Early Momentum in Agentic AI ERP and Oracle Litigation Settlement Set Stage for Growth
In Q3 2025, Rimini Street continued refining its focus as a software support and agentic AI ERP company, leveraging existing ERP investments with new AI-driven solutions built on the ServiceNow platfo...
- Rimini Street positions itself as a software support and agentic AI ERP company, extending ERP system life and delivering AI innovation without requiring system upgrades.
- Q3 bookings improved with 79 new logos and a record remaining performance obligation (RPO) backlog of $611.2 million, up 6.4% year-over-year.
- Closed 17 new client deals exceeding $1 million total contract value, totaling $63.1 million, surpassing last year's $48.7 million for the same metric.
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Adtalem Global Education Q1 2026 Earnings Call - Strong enrollment growth offset by Chamberlain execution challenges
Adtalem Global Education kicked off fiscal 2026 with solid momentum, reporting an 8% year-over-year enrollment increase to 97,000 students and nearly 11% revenue growth to $462 million. The company ex...
- Adtalem reported ninth consecutive quarter of enrollment growth, total students up 8% to 97,000.
- Revenue increased nearly 11% year-over-year to $462 million with adjusted EBITDA margin expansion of 100 basis points.
- Adjusted earnings per share rose nearly 36% to $1.75, driven by operational excellence.
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