Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Curis Q1 2026 Earnings Call - Emavusertib Pipeline Expansion and Cash Runway Extension
Curis delivered a mixed Q1 2026 update, posting a wider net loss driven by a non-cash fair value adjustment on warrant liabilities, while simultaneously advancing its emavusertib pipeline into new ind...
- Curis reported a Q1 2026 net loss of $24.2 million ($1.25/share), an increase from $10.6 million in Q1 2025, primarily due to a fair value change in warrant liabilities from the January 2026 PIPE financing.
- R&D expenses decreased to $6.4 million from $8.5 million year-over-year, driven by lower employee-related and manufacturing costs as the company transitions from early-stage development to clinical execution.
- G&A expenses rose to $5.1 million from $4.0 million, reflecting costs associated with the January 2026 PIPE financing, partially offset by lower employee costs.
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Karman Space & Defense Q1 2026 Earnings Call - Record Revenue and Backlog Surge
Karman Space & Defense delivered a record-breaking first quarter for fiscal 2026, with revenue jumping 51% to $151 million and adjusted EBITDA climbing nearly 50% to $45 million. The company's backlog...
- Revenue reached a record $151 million in Q1 fiscal 2026, representing a 51% year-over-year increase, with half of the growth attributed to the January acquisition of Seemann Composites and Materials Sciences Corporation.
- Adjusted EBITDA hit an all-time high of $45 million, up nearly 50% year-over-year, while net income flipped from a $5 million loss to $8 million profit.
- Backlog grew 61% to over $1 billion, providing strong visibility into future revenue streams and supporting the company's raised full-year guidance.
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TransAct Technologies Q1 2026 Earnings Call - Recurring Revenue Surge and Strategic Shift to Software Monetization
TransAct Technologies delivered a solid Q1 2026, with total net sales rising 10% year-over-year to $14.4 million and adjusted EBITDA flipping to a positive $1.4 million, driven by strong momentum in i...
- Total net sales rose 10% year-over-year to $14.4 million, with adjusted EBITDA turning positive at $1.4 million, up from a negative $499,000 in Q4 2025.
- Recurring FST revenue surged 26% to $3.3 million, with software revenue growing 23% year-over-year, highlighting the successful pivot to a high-margin, predictable software-as-a-service model.
- Annual Recurring Revenue (ARR) reached $3.3 million, encompassing software, contracted support services, and consumable labels, signaling strong monetization of the nearly 20,000 online terminal install base.
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Arteris Q1 2026 Earnings Call - Record Revenue and Raised Guidance on AI Chip Demand
Arteris delivered a record-breaking first quarter in 2026, with revenue climbing 39% year-over-year to $22.9 million and trailing twelve-month royalties surging 67% to $9.9 million. The company’s stra...
- Record revenue of $22.9 million, up 39% year-over-year, beating the top end of guidance.
- Trailing twelve-month royalties surged 67% to $9.9 million, driven by AI chip demand and higher-priced semiconductor nodes.
- Annual contract value plus royalties reached a record $92.8 million, up 39% year-over-year.
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GCT Semiconductor Holding Q1 2026 Earnings Call - 5G Chipset Shipments Surge 58% as Revenue Jumps 287%
GCT Semiconductor moved a critical step closer to commercial scale in Q1 2026, delivering 3,000 5G chipsets and posting revenue that nearly tripled to $1.9 million. The growth was fueled by a mix of p...
- 5G chipset shipments reached 3,000 units in Q1 2026, marking a 58% sequential increase and signaling early commercial traction.
- Total revenue surged 287% to $1.9 million, driven by a $0.4 million rise in product sales and a $1.0 million jump in service revenue.
- Gross margins expanded to 49.3% from 18.0% year-over-year, largely due to a higher proportion of high-margin service and licensing revenue.
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Intelligent Protection Management Corporation Q1 2026 Earnings Call - Revenue Surges 15% as Procurement Boom Masks Core Service Stagnation
Intelligent Protection Management delivered a 15.2% revenue jump to $6.4 million in Q1 2026, driven almost entirely by a 78.4% surge in procurement sales. Core managed IT services grew a modest 19%, w...
- Total revenue reached $6.4 million, up 15.2% year-over-year, with procurement revenue surging 78.4% to $1.7 million.
- Core managed IT services revenue grew 19% to $3.4 million, driven by new customer acquisitions and expansion within existing accounts.
- Professional services revenue declined 33.5% to $483,000, and subscription revenue fell 9.7% to $254,000.
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Mobile Infrastructure Q1 2026 Earnings Call - Same-Location NOI Grows 4.4% as Asset Rotation and Expense Discipline Offset Flat Revenue
Mobile Infrastructure delivered a solid first quarter in 2026, with same-location NOI growing 4.4% year-over-year to $4.6 million despite flat same-location revenue. The growth came from active expens...
- Same-location NOI grew 4.4% year-over-year to $4.6 million, driven by expense discipline and lease-to-management agreement conversions despite flat same-location revenue.
- Contract parking volumes increased 6% year-over-year, with notable growth in Cincinnati (+24%), Cleveland (+19%), and Fort Worth (+10%).
- Portfolio utilization rose approximately 8 percentage points year-over-year, with the portion of assets above 80% utilization increasing by 750 basis points.
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Dolphin Entertainment {Q1} 2026 Earnings Call - Adjusted EBITDA Loss Narrows 25% as Capital-Light Ventures and Lease Savings Drive Cash Flow Inflection
Dolphin Entertainment reported a 5.2% revenue increase to $12.8 million in Q1 2026, but the market’s attention is shifting from top-line growth to the company’s accelerating cash flow trajectory. Adju...
- Total revenue grew 5.2% year-over-year to $12.8 million, reflecting steady top-line momentum despite Q1’s traditional seasonal weakness.
- Adjusted EBITDA loss narrowed 25% to $467,000, driven by operational efficiency and the exclusion of $1.6 million in one-time costs including legal fees and a distribution guarantee.
- Management highlighted a strategic pivot away from aggressive M&A toward capital-light ventures, including a DealMaker partnership targeting six-figure marketing fees per deal and a zero-capital publishing imprint with Copper Books and Simon & Schuster yielding 15% revenue share.
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Sixth Street Specialty Lending Q1 2026 Earnings Call - NAV Decline Driven by Unrealized Losses from Credit Spread Widening, Dividend Cut to $0.42 to Reflect Sustainable Earnings Power
Sixth Street Specialty Lending reported a first-quarter net loss per share of $0.27, primarily due to unrealized losses on its debt and equity portfolios as credit spreads widened and market multiples...
- Net investment income of $0.42 per share, but net loss per share of $0.27 driven by unrealized losses from wider credit spreads and lower market multiples.
- Net asset value per share declined 4.3% to $16.24, with $0.58 per share ($0.40 debt, $0.18 equity) from non-cash fair value adjustments.
- Base dividend reduced from $0.46 to $0.42 per share to align with sustainable earnings power amid muted activity-based fees and market uncertainty.
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UroGen Pharma Q1 2026 Earnings Call - ZUSDURI Revenue Surges Past $29M as Commercial Launch Accelerates
UroGen Pharma delivered a Q1 2026 revenue beat driven by a 100%+ quarter-over-quarter jump in ZUSDURI sales, now at $29.2 million, as the permanent J-code implementation in January cleared reimburseme...
- ZUSDURI revenue reached $29.2 million in Q1 2026, representing more than 100% quarter-over-quarter growth following the January permanent J-code implementation.
- Total company revenue rose 152% year-over-year to $51 million, driven by ZUSDURI launch momentum and steady JELMYTO sales.
- Unique prescribers for ZUSDURI expanded to 256, up from 102 at year-end, while repeat prescribers grew to 103 from 32, signaling sustained adoption beyond initial launch excitement.
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