Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Workhorse Group Q1 2026 Earnings Call - EV TCO Wins on Fuel, But Gross Losses Widen as Integration Costs Bite
Workhorse Group reported Q1 2026 revenue of $4.3 million and delivered 21 vehicles, a clear step up from the prior year. The company is actively integrating its merger with Motiv, consolidating produc...
- Revenue reached $4.3 million in Q1 2026, up from $1.1 million in the prior year period, driven by the delivery of 21 vehicles compared to 5.
- Gross loss widened to $7.5 million as the company consolidated manufacturing at its Union City, Indiana facility, absorbing higher fixed costs and winding down legacy contract manufacturing.
- Net loss was $19.9 million, or $0.99 per share, which included a $1.7 million non-cash gain on stock rights.
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Nu Holdings Q1 2026 Earnings Call - Record Profitability and AI-Driven Efficiency Surge
Nu Holdings delivered a record-breaking first quarter of 2026, surpassing $5 billion in revenue for the first time and posting a net income of $871 million, up 41% year-over-year on an FX-neutral basi...
- Record financial performance: Revenue hit $5 billion for the first time, while net income reached a historical high of $871 million, up 41% year-over-year on an FX-neutral basis.
- Customer base expansion: Total active customers surpassed 135 million, with Brazil crossing 115 million, Mexico reaching 15 million, and Colombia approaching 5 million.
- ARPAC growth: Average Revenue Per Active Customer expanded sequentially to approximately $16, compounding with customer growth to drive record top-line results.
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eGain FY2026 Q3 Earnings Call - AI Knowledge Hub ARR Surges 26% as Market Shifts from Pilot to Infrastructure
eGain delivered a solid Q3 FY2026, with total revenue up 7% year-over-year and AI Knowledge ARR accelerating to 26% growth. The company is riding a wave of enterprise demand for governed, trusted know...
- AI Knowledge ARR grew 26% year-over-year, significantly outpacing the 7% overall SaaS ARR growth, signaling a structural shift in customer demand.
- Total Q3 revenue was $22.5 million, up 7% year-over-year; excluding non-core messaging sunsets and day count differences, underlying SaaS revenue growth would have been 14%.
- RFP activity doubled in the last 60 days, predominantly from Fortune 1000 banking, insurance, and healthcare enterprises seeking AI readiness and open architecture.
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Sky Harbour Group 2026 Q1 Earnings Call - Revenue Acceleration and Tier 1 Focus
Sky Harbour Group reported a sharp revenue acceleration in Q1 2026, with top-line growth of 56% year-over-year and 8% sequentially, driven by the opening of Opa-locka Phase 2 and rising occupancy rate...
- Q1 2026 revenues surged 56% year-over-year and 8% sequentially, reaching a $35 million annualized run rate.
- The company achieved normalized cash flow breakeven at the operating level, despite seasonal Q1 cash outflows from bonuses and salary increases.
- Re-lease escalations averaged 23% over the last 12 months, significantly outpacing the 4% CPI floor in lease contracts.
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StoneCo Q1 2026 Earnings Call - TPV Growth Stalls as Credit Risks Emerge, Yet Capital Returns Remain Aggressive
StoneCo delivered a first quarter that felt less like a rebound and more like a recalibration. Revenue ticked up 6% year-over-year to BRL 3.6 billion, driven by credit expansion and persistent payment...
- Revenue grew 6% year-over-year to BRL 3.6 billion, driven by credit expansion and stable payments profitability, but adjusted gross profit remained flat at BRL 1.5 billion due to higher credit provisions and one-off expenses.
- StoneCo returned BRL 3.6 billion to shareholders year-to-date, achieving a 27% distribution yield, including an extraordinary Linx-related dividend and BRL 0.6 billion in buybacks, with an additional BRL 1.4 billion in repurchases still committed for the year.
- TPV grew a modest 3% year-over-year to BRL 137 billion, weighed down by macro pressures on smaller merchants, seasonal softness, and elevated churn among clients onboarded in 2025.
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Data I/O Corporation Q1 2026 Earnings Call - Accelerating Core Business and Launching Transformational Acquisition
Data I/O’s Q1 2026 results reflect a transitional phase. Revenue fell to $3.3 million from $6.2 million in the prior year, weighed down by a sluggish start and lower backlog. Yet bookings accelerated ...
- Q1 2026 revenue came in at $3.3 million, down from $6.2 million in Q1 2025, but bookings improved to $4.2 million from $3.1 million in Q4 2025.
- Management guided Q2 revenue to $5 million–$5.4 million, implying at least 20% sequential growth and reflecting strong late-Q1 momentum.
- The company announced a $23 million acquisition that will nearly double its annual run-rate revenue and is expected to close by the end of Q3 2026.
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Electrovaya Q2 2026 Earnings Call - Profitability Surges as Energy Storage and Robotics Pivot Begin
Electrovaya reported a sharp inflection in Q2 fiscal 2026, with revenue climbing 20% year-over-year to $18 million and net profit tripling to $1 million. The company is no longer just a material handl...
- Revenue grew 20% year-over-year to $18 million in Q2, with six-month revenue up 28% to $33.6 million, driven by strong material handling demand.
- Net profit tripled to $1 million, marking the fifth consecutive quarter of profitability, while gross margins expanded 230 basis points to 33.4%.
- Electrovaya began commercial deliveries of battery systems for robotic applications and shipped units to two defense contractors, signaling a successful pivot beyond material handling.
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Boot Barn Holdings Q4 2026 Earnings Call - Record Sales and Aggressive Store Expansion Drive 25% EPS Growth
Boot Barn Holdings delivered a record fiscal 2026, with revenue climbing 18% to $2.25 billion and diluted EPS surging 25% to $7.35. The company opened a record 80 new stores, bringing its total count ...
- Revenue reached a record $2.25 billion in fiscal 2026, up 18% year-over-year, driven by broad-based strength across all channels and a record 80 new store openings.
- Diluted EPS grew 25% to $7.35, outpacing revenue growth and reflecting significant merchandise margin expansion of 80 basis points for the full year.
- Same-store sales grew 7.2% for the full year, with fourth quarter consolidated comps at 6.1%, fueled by low single-digit transaction growth and rising average unit retail.
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Stardust Power Q1 2026 Earnings Call - Refinery De-risked, Focus Shifts to $150M Project Financing
Stardust Power has cleared the heavy lifting on its Muskogee lithium refinery, securing the final major air quality permit and completing a third-party validated FEL 3 engineering study. The company i...
- Stardust Power secured its minor source air quality construction permit, the final major regulatory hurdle for the Muskogee refinery.
- The company completed its FEL 3 engineering study, which was independently validated to confirm technical scope and cost framework.
- Management identified refining capacity, not resource availability, as the primary constraint in the U.S. lithium supply chain.
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Virgin Galactic Q1 2026 Earnings Call - On Track for Q3 Flight Tests and Q4 Commercial Launch
Virgin Galactic delivered its first Delta-class spaceship to its test hangar and is accelerating ground testing, with flight tests targeting Q3 and commercial spaceflights slated for Q4 2026. Manageme...
- First Delta-class spaceship moved to test hangar with ground testing underway; flight tests targeted for Q3 and commercial operations for Q4 2026.
- Operating expenses fell 26% year-over-year to $66 million in Q1 as the company shifts from R&D to production, with net loss improving 23% to $65 million.
- Cash balance stands at $251 million, supplemented by $52 million in ATM proceeds in April, providing ample runway to cover the pre-revenue phase.
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