Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Celcuity Q1 2026 Earnings Call - Gedatolisib NDA PDUFA July 17, Subcutaneous Formulation Launched, Peak Revenue $2.5B
Celcuity’s Q1 2026 update centers on a single, high-stakes milestone: the FDA’s July 17 PDUFA decision for gedatolisib in HR-positive, HER2-negative advanced breast cancer. The company confirmed it re...
- FDA PDUFA for gedatolisib in wild-type HR+/HER2- breast cancer remains on track for July 17, 2026, with no regulatory red flags reported.
- Net loss widened to $52.8 million ($0.97/share) in Q1 2026, up from $37 million ($0.86/share) in Q1 2025, driven by commercial launch preparation.
- R&D expenses rose to $33.1 million (+11% YoY) due to higher employee/consulting costs and manufacturing, partially offset by lower VIKTORIA-1 trial costs.
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BioStem Q1 2026 Earnings Call - Hospital Pivot and Margin Expansion on the Horizon
BioStem’s Q1 2026 results underscore a decisive pivot from a physician-office model to a hospital-focused strategy, driven by a January acquisition of BioTissue’s perinatal tissue allograft business. ...
- BioStem completed a transformative acquisition in late January, shifting its strategic focus from physician offices to the hospital channel, adding a diversified commercial infrastructure, GPO contracts, and a new portfolio of perinatal tissue allografts.
- First-quarter revenue totaled $6.1 million, with $5.4 million derived from hospital sales; this performance matches the acquired assets' run-rate over the 70 days BioStem owned them, validating the integration plan.
- The company retained the acquired sales team with minimal turnover and has nearly doubled its direct sales force to 35 representatives, with plans to reach 40 direct reps and expand its independent agent network by year-end.
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Xos Holdings Inc Q1 2026 Earnings Call - Record Margins Driven by Hub and Powertrain Shift
Xos Holdings reported a record-breaking Q1 2026, delivering 95 units and generating $11.2 million in revenue, nearly double the prior year. The quarter was defined by a strategic pivot away from pure ...
- Revenue doubled year-over-year to $11.2 million, driven by a 227% increase in unit deliveries from 29 to 95 units.
- GAAP gross margins hit a company record of 38.6%, a significant improvement from 20.6% in Q1 2025 and a -50.5% loss in Q4 2025.
- Product mix shifted heavily toward higher-margin segments, with 63 powertrain systems sold to Blue Bird and approximately 22 Xos Hub units delivered.
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Gambling.com Group Q1 2026 Earnings Call - SEO Decline Offset by Data Growth and AI-Driven Restructuring
Gambling.com Group reported flat Q1 revenue of EUR 40.4 million as a 13% surge in its sports data services business, fueled by OpticOdds enterprise growth and AI integrations with Claude and Perplexit...
- Q1 revenue of EUR 40.4 million was flat year-over-year, with sports data services growing 13% to EUR 11.2 million while marketing revenue declined 5% to EUR 29.2 million.
- OpticOdds enterprise growth drove the data segment, with international partners up 178% year-over-year and total active partners rising 24% quarter-over-quarter.
- AI integration is accelerating product stickiness, with OpticOdds now integrated into Claude and a new partnership with Perplexity expected to launch before the end of Q2.
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Xanadu Q1 2026 Earnings Call - Photonics Quantum Leader Secures $302M Capital, Targets 500 Logical Qubits by 2030
Xanadu’s first quarterly earnings call as a public company on Nasdaq and the Toronto Stock Exchange revealed a firm in the scaling phase of photonic quantum computing. The company raised $302 million ...
- Xanadu completed its SPAC merger in March 2026, listing on Nasdaq and the Toronto Stock Exchange under the ticker XNDU, generating $302 million in gross proceeds.
- The company is in final negotiations for up to CAD 390 million in Canadian and Ontario government funding to support Project OPTIMISM and advanced semiconductor manufacturing.
- Q1 2026 revenue reached CAD 2.8 million, up from CAD 700,000 in the prior year quarter, primarily driven by DARPA QBI Stage B and government grant income.
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Daré Bioscience Q1 2026 Earnings Call - First Product Revenue Expected in June as Ovaprene Shows Promise
Daré Bioscience is poised to record its first direct product revenue in June 2026 with the commercial launch of Flora Sync LF5, a vaginal probiotic suppository, followed by nationwide dispensing of it...
- Daré Bioscience expects to record its first direct product revenue in June 2026 with the launch of Flora Sync LF5, a vaginal probiotic suppository, marking a shift from a pure R&D company to one with commercial product revenue.
- Nationwide dispensing for DARE to PLAY, a topical sildenafil cream for women's sexual health, is targeted for summer 2026 via 503B compounding partner Bravado, following successful pre-fulfillment prescribing since February 2026.
- Ovaprene, a monthly intravaginal hormone-free contraceptive, received a second consecutive positive DSMB review in its Phase III trial, with a pregnancy rate of ~9% and improved tolerability, putting primary endpoint analysis within reach for 2027.
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zSpace Q1 2026 Earnings Call - Stabilization Signals Amid Strategic Review
zSpace reported Q1 2026 revenues of $5.3 million, down 22% year-over-year, but showed early signs of stabilization after a difficult 2025. Software and services revenue outpaced hardware, rising to 47...
- Q1 2026 revenues of $5.3 million represent a 22% year-over-year decline, though sequential bookings rose 81% from Q4 2025.
- Software and services revenue grew to 47% of total revenue, up from 43% in Q1 2025, outperforming hardware which declined only 15%.
- Gross margin expanded 5.6 percentage points to 53%, driven by favorable revenue mix and cost reductions in hardware and software.
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The Metals Company Q1 2026 Earnings Call - Allseas Production Deal Accelerates Timeline to Commercial Nodule Mining
The Metals Company is pivoting from exploration to accelerated execution, highlighted by a landmark production agreement with Allseas that funds a significant portion of pre-production costs and targe...
- TMC signed a pivotal production agreement with Allseas to complete, commission, and operate the first commercial polymetallic nodule collection system, with Allseas funding a significant portion of pre-production costs to be repaid post-production.
- Management targets a commercial recovery permit grant in Q1 2027, with the first production system scheduled for integration and commissioning in late 2027, aiming for full production shortly thereafter.
- The company is advancing a pre-feasibility study for a 1,466-acre processing and refining ecosystem in Brownsville, Texas, designed to handle 12 million tons per annum and potentially serve as a shared industrial hub for other U.S. offshore mineral operators.
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AVITA Medical Q1 2026 Earnings Call - RECELL Reimbursement Clears as Cohealyx Data Accelerates Adoption
AVITA Medical navigated a pivotal quarter by stabilizing its core RECELL business following the resolution of Medicare reimbursement uncertainty across all seven Administrative Contractors. The compan...
- Revenue reached $19.3 million, up 4% year-over-year and 10% sequentially, driven by improved RECELL utilization and early Cohealyx adoption.
- All seven Medicare Administrative Contractors have now published payment rates for RECELL, removing a major headwind and restoring physician confidence in reimbursement.
- Ordering patterns have shifted from erratic bulk purchases to frequent, smaller orders, creating a more predictable and consistent revenue cadence.
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Off The Hook YS Q1 2026 Earnings Call - AI-Driven Brokerage and Physical Infrastructure Drive Record Revenue and Raised Guidance
Off The Hook YS delivered record first quarter revenue of $29.8 million, up nearly 10% year over year, driven by a 46% surge in unit volume and aggressive scaling of its decentralized brokerage networ...
- Record Q1 2026 revenue reached $29.8 million, representing a 9.6% year-over-year increase and surpassing full-year 2025 run rates on a quarterly basis.
- Unit volume surged 46% to 127 boats sold, with transaction value hitting $61.5 million and an average selling price of $500,000.
- Pre-owned boat sales drove growth, climbing 31.8% to $27.8 million, while new boat sales plummeted 76.4% to $1.3 million due to market softness and reduced marketing.
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