Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
GEN Korean BBQ Q1 2026 Earnings Call - Restaurant Sales Slide Amid Fuel Price Shock, CPG Retail Expansion Accelerates
GEN Korean BBQ reported a sharp 8.8% same-store sales decline in Q1 2026, driven by surging fuel prices that have squeezed discretionary spending, particularly in its heavy California footprint. The r...
- Same-store sales declined 8.8% in Q1 2026, improving from the 11.7% drop in Q4 2025, as elevated fuel prices continue to suppress customer traffic and discretionary spending.
- Food costs surged 440 basis points year-over-year to 38% of sales, prompting a 2.5% across-the-board price increase that has yet to materially lift average checks.
- Management is aggressively retrenching the restaurant side, slowing full-year new store openings to 5 to 7 and suspending construction on six additional locations to preserve capital.
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United States Antimony Corporation Q1 2026 Earnings Call - $125M Revenue Guidance Holds Despite Q1 Loss, $9.3B Tungsten Resource Unlocked
United States Antimony Corporation reported a $11.3 million net loss for Q1 2026, driven by $4.8 million in non-cash stock compensation, a $4.1 million unrealized loss on its Levata equity stake, and ...
- United States Antimony Corporation reported Q1 2026 net loss of $11.3 million, primarily due to $4.8M non-cash stock compensation and $4.1M unrealized loss on Levata equity investment.
- Q1 sales of $6.8M were nearly flat year-over-year, with antimony sales down 2% and zeolite down 7% due to higher labor, factory, and import freight costs.
- Company raised full-year 2026 revenue guidance to $125M, with $75M-$95M expected from federal government antimony ingot shipments by year-end.
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Elutia Q1 2026 Earnings Call - NXT-41X Clearance Targeted for H1 2027 Amid Strategic Divestitures and Manufacturing Scale-Up
Elutia reported Q1 2026 results that underscore a deliberate pivot toward its NXT-41X drug-eluting biomatrix program for breast reconstruction. Revenue grew 6% to $3.1 million, driven by a rebound in ...
- Elutia reported Q1 2026 total net sales of $3.1 million, up 6% year-over-year, with SimpliDerm revenue at $2.1 million and cardiovascular revenue rebounding to $1.0 million from $300,000 in the prior year period.
- The company confirmed its regulatory timeline, targeting FDA clearance for the base NXT-41 biomatrix in Q4 2026 and the drug-eluting NXT-41X version in the first half of 2027.
- Management expressed increased confidence in FDA interactions, describing the review team as collaborative and proactive, which has clarified the submission strategy for NXT-41X.
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CVD Equipment Corporation Q1 2026 Earnings Call - Revenue Plummets 71% as SDC Divestiture Clears Path for Core Turnaround
CVD Equipment Corporation delivered a brutal first quarter, with revenue collapsing 70.9% year-over-year to just $1.8 million as demand for its core chemical vapor deposition systems evaporated. The c...
- Revenue for Q1 2026 collapsed 70.9% year-over-year to $1.8 million, down 30.9% sequentially from Q4 2025, driven by a near-total stall in CVD systems sales.
- Gross margins cratered to just 8% ($147,000) from 27.4% in the prior year quarter, as lower volumes failed to absorb fixed overhead costs.
- The $16.9 million sale of the SDC division to Atlas Copco closed on April 1, 2026, delivering $14.8 million in net cash proceeds and leaving the company with $23 million in cash and zero long-term debt.
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WidePoint Q1 2026 Earnings Call - Momentum Builds as DHS Funding Clears Path for CWMS 3.0
WidePoint delivered a sharp rebound in Q1 2026, posting $40.6 million in revenue, up 21% year-over-year, alongside its first positive EPS since 2021. The quarter’s performance was anchored by strong c...
- Q1 2026 revenue reached $40.6 million, a 21% increase year-over-year, driven by growth in carrier services and managed fees.
- Adjusted EBITDA surged to $752,000 from $92,000 in the prior year quarter, with free cash flow hitting $674,000.
- WidePoint reported its first positive EPS since 2021, with net income of $77,000 ($0.01 per share), marking a significant turnaround milestone.
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Sidus Space Q1 2026 Earnings Call - Revenue Up 51%, Debt-Free, and Raising $58.5M to Fuel Defense and Space Growth
Sidus Space delivered a pivotal first quarter for 2026, marking a clear transition from heavy development to early-stage commercialization. Revenue surged 51% year-over-year to $359,000, driven by new...
- Revenue grew 51% to $359,000 in Q1 2026, up from $238,000 in Q1 2025, fueled by new contracts with Lonestar Data Holdings and Teledyne Marine.
- Gross loss narrowed by 36% to $1.1 million, driven by lower satellite depreciation and improved manufacturing cost discipline.
- SG&A expenses remained flat at $4.4 million year-over-year, highlighting management's commitment to operating leverage as the company scales.
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PEDEVCO Corp Q1 2026 Earnings Call - EBITDA Surges 404% as Optimization Program Targets $1M Monthly Cost Savings
PEDEVCO’s first quarter results as a combined entity with Juniper delivered a stark contrast between GAAP accounting and operational reality. Adjusted EBITDA jumped 404% to $21.5 million on production...
- Adjusted EBITDA surged 404% year-over-year to $21.5 million, driven by production outperformance across the combined DJ Basin, Powder River Basin, and Permian assets.
- A $31.3 million net loss on derivatives skewed GAAP results, but $27.9 million of that was a non-cash mark-to-market adjustment as commodity prices rose above hedge strike prices.
- Working capital deficit improved by $27.1 million from year-end, shrinking to $7 million at quarter-end and demonstrating strong cash generation from the expanded asset base.
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Alliance Entertainment Q3 FY2026 Earnings Call - Structural Shift to Collectibles Drives Revenue and Profitability Growth
Alliance Entertainment delivered a strong third quarter of fiscal 2026, with net revenue up 21% year-over-year to $258 million and adjusted EBITDA rising 4% to $5.1 million. The growth is not a short-...
- Net revenue increased 21% year-over-year to $258 million, driven by broad-based strength across music, video, collectibles, and gaming.
- Adjusted EBITDA rose 4% to $5.1 million, while net income jumped 25% to $2.3 million, demonstrating operating leverage as the business scales.
- CD revenue surged 90% year-over-year to $39 million, validating a structural resurgence in physical music formats beyond vinyl.
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Rumble Q1 2026 Earnings Call - Northern Data Acquisition Nears Close as Cloud and AI Infrastructure Strategy Takes Shape
Rumble reported Q1 2026 revenue of $25.5 million, up 7% year-over-year, with a notable shift in cost structure and strategic focus. The company is preparing to close its acquisition of Northern Data, ...
- Rumble reported Q1 2026 revenue of $25.5 million, a 7% increase from $23.7 million in Q1 2025.
- The acquisition of Northern Data is on track to close in June, with 81% of shares secured and all regulatory approvals obtained.
- Northern Data reported record Q1 revenue of EUR 43 million, with GPU utilization rising from 62% to 85% and a FY2026 revenue outlook of EUR 130-150 million.
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FitLife Brands Q1 2026 Earnings Call - Irwin Acquisition Drives Revenue Surge as Legacy Brands Struggle
FitLife Brands reported a 59% year-over-year revenue increase in Q1 2026, reaching $25.3 million, fueled almost entirely by the recent acquisition of Irwin Naturals. This growth masked significant wea...
- Total revenue surged 59% to $25.3 million, driven by Irwin Naturals acquisition; wholesale revenue jumped 166% while online revenue grew only 6%.
- Legacy FitLife revenue collapsed 22% year-over-year, with wholesale down 28% and online down 18%, reflecting GNC restocking lulls and channel weakness.
- Gross margin compressed to 37.6% from 43.1% due to Irwin’s lower-margin structure, though sequential improvements were noted for both legacy and acquired brands.
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