Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Alico First Quarter 2026 Earnings Call - Transformation to Land Monetization Drives Positive EBITDA and Strong Land Sales
Alico reported a clean break from its citrus past and a first quarter that reads like a proof of concept for its land-monetization strategy. Q1 delivered positive EBITDA, meaningful land-sale proceeds...
- Q1 FY2026 results show positive momentum: net loss narrowed to $3.5 million (about $0.45 per diluted share) from a $9.2 million loss a year earlier.
- Alico recorded positive EBITDA of $2.4 million and adjusted EBITDA of $2.7 million, a swing from negative $6.7 million in the prior-year quarter.
- Total revenue for the quarter was $1.9 million, down from $16.9 million a year ago, driven by the substantial conclusion of the citrus business.
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SelectQuote Second Quarter Fiscal 2026 Earnings Call - $40M Near-Term Hit, But Cash Flow and Balance Sheet Look Better
SelectQuote reported a strong operational quarter, with revenue of $537 million, senior division margins near record levels and rapid SelectRx growth, but management cut fiscal 2026 guidance after two...
- Consolidated revenue was $537 million, up 12% year-over-year for the quarter.
- Senior segment revenue was $262 million, up 2% year-over-year, with adjusted EBITDA of $102 million and near record margins of 39%.
- SelectRx (healthcare services) revenue grew 26% year-over-year to $231 million, with members up 17% to 113,000.
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DHT Holdings Q4 2025 Earnings Call - Fleet renewal, rising spot exposure and consolidation set up tighter VLCC market
DHT closed 2025 with strong cash flow, low leverage and a clear playbook: modernize the fleet, tilt into the spot market and return cash. Q4 TCE revenues were $118m, adjusted EBITDA $95m and net incom...
- Q4 financials were solid: TCE revenues $118m, adjusted EBITDA $95m and net income $66m, or $0.41 per share.
- Full-year 2025: TCE revenues $369m, adjusted EBITDA $278m and net income $211m; adjusted net income (ex vessel sale gains) $158m, or $0.99 per share.
- Board declared a $0.41 quarterly dividend, continuing the policy to pay 100% of ordinary net income, marking the 64th consecutive quarterly cash dividend.
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Embecta Corp. Fiscal Q1 2026 Earnings Call - Guidance Reaffirmed, U.S. Pricing Headwinds Push Outlook Toward Lower End
Embecta reported a mixed quarter: revenue roughly flat at $261 million, with U.S. weakness offset by international strength. Management reaffirmed full-year guidance but warned they expect to land clo...
- Company generated $261 million in Q1 revenue, down 0.3% as-reported and down 2.0% on an adjusted constant currency basis.
- U.S. revenue totaled ~$131 million, down about 7.6% on an adjusted constant currency basis, driven by lower pricing and channel/contractual dynamics.
- International revenue was ~$130 million, up 8.4% reported and up 4.6% adjusted constant currency, led by EMEA and Latin America; China remains a first-half headwind with recovery expected in H2.
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SK Telecom Q4 FY2025 Earnings Call - Cybersecurity Costs Cripple Profits and Dividends, AI Data Centers and A.X K1 Are the Rescue Plan
SK Telecom closed FY2025 with revenue of KRW 17,099.2bn, down 4.7% year-on-year, and operating income of KRW 1,073.2bn, down 41.1%. Management says the blow came largely from the prior cybersecurity i...
- FY2025 consolidated revenue was KRW 17,099.2 billion, down 4.7% YoY, driven by disposal of non-core subsidiaries, net subscriber losses after the cybersecurity incident, and tariff discount programs.
- Operating income fell to KRW 1,073.2 billion, down 41.1% YoY, hit by lower revenue plus direct costs tied to the cybersecurity incident and year-end restructuring expenses.
- Net income plunged to KRW 375.1 billion, down 73% YoY, with penalty payments from the cybersecurity breach called out as a main driver.
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NETGEAR Q4 2025 Earnings Call - Turnaround delivers revenue growth, record margins and profitability, but DDR4 memory risk clouds 2H26 consumer outlook
NETGEAR closed 2025 with a clear operational reversal, posting the first full-year revenue growth since 2020, record non-GAAP gross margins and a return to full-year non-GAAP profitability. Q4 revenue...
- NETGEAR delivered the first full-year revenue growth since 2020, finishing 2025 with $699.6 million in net revenue, up 3.8% year-over-year.
- Q4 2025 revenue was $182.5 million, near the high end of guidance, essentially flat year-over-year and down 1.1% sequentially.
- Company hit record non-GAAP gross margin of 41.2% in Q4, driven by a favorable mix toward higher-margin enterprise products and Wi-Fi 7 consumer SKUs.
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Wolfspeed Inc. Second Quarter Fiscal 2026 Earnings Call - Diversifying into AI data centers and grid while Fresh Start accounting and underutilized fabs keep margins negative
Wolfspeed used the quarter to reposition. Management signaled a clear pivot away from being EV-centric, pushing hard into AI data center power, grid modernization, aerospace and defense, and materials...
- Total revenue for Q2 FY2026 was $168 million, roughly in line with prior guidance.
- Power revenue was $118 million; materials revenue was $50 million. Mohawk Valley contributed about $75 million to power revenue.
- AI data center revenue doubled over three quarters and grew 50% quarter over quarter from Q1 to Q2, cited as a key early growth area.
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Lantronix Inc. Q2 2026 Earnings Call - Drones Ramp Faster, Raising FY26 Drone Revenue to $8M-$12M
Lantronix reported steady fiscal Q2 results with revenue of $29.8 million and non-GAAP EPS of $0.04, both inside guidance. Management highlighted accelerating adoption of its Edge AI platform, led by ...
- Revenue $29.8 million in fiscal Q2 2026, non-GAAP EPS $0.04, both within guidance.
- Company raised fiscal 2026 drone revenue outlook to $8 million-$12 million, up from $5 million-$10 million.
- Management expects drones to represent roughly 15%–20% of total revenue in fiscal 2027, implying about $20 million-$30 million of drone revenue next year if targets hold.
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TTM Technologies Q4 2025 Earnings Call - AI and Defense Fuel 19% Revenue Gain, Aim to Double Earnings by 2027
TTM posted a strong Q4 with $774.3 million in sales, up 19% year-over-year, and a record non-GAAP EPS of $0.70. Management says the surge is driven by AI-related demand in data center computing and ne...
- Q4 net sales $774.3 million, up 19% year-over-year, and above the high end of guidance.
- Non-GAAP EPS $0.70 in Q4 was an all-time quarterly record for TTM.
- Adjusted EBITDA was $126.2 million, or 16.3% of sales, up from 14.7% a year ago.
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Connection Q4 2025 Earnings Call - Solutions-led momentum expands margins despite public-sector slump; buybacks and dividend hike signal confidence
Connection closed 2025 with clear bifurcation. Business Solutions and Enterprise Solutions drove healthy top-line growth, margin expansion, and software-led gross profit gains, while Public Sector stu...
- Company introduced Gross Billings as a new KPI; Q4 gross billings rose 2.9% to $1.06 billion, intended to show total transactional value net of returns and taxes.
- Total net sales were $702.9 million, down 0.8% year-over-year, but gross profit improved 4.5% to $135.6 million and gross margin expanded 100 basis points to 19.3%.
- Business Solutions delivered strong results: net sales up 4.2% to $273.5 million, gross profit up 11.4% to $69.8 million, gross billings up 4.7% to $430.3 million, and gross margin expanded 160 basis points to 25.5%.
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