Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Elevra Lithium December 2025 Earnings Call - Record revenue and operating cash flow at NAL, but FY26 production guidance trimmed due to lower head grades and high iron
Elevra delivered a paradoxical quarter. North American Lithium posted record quarterly revenue of $66 million, a $12 million operating profit and $13 million operating cash flow, driven by disciplined...
- Record quarter revenue of $66 million at NAL, driven by a 27% increase in average realized FOB price to $998 per ton.
- NAL generated $12 million operating profit and $13 million operating cash flow for the December quarter, demonstrating leverage to higher spodumene prices.
- Spodumene concentrate production fell 15% quarter on quarter to 44,154 dry metric tons, driven by lower feed grade and elevated iron content affecting recoveries.
- +12 more takeaways
Seagate Technology Fiscal Second Quarter 2026 Earnings Call - HAMR Ramp Drives Record Margins as Cloud Demand Outruns Supply
Seagate closed the December quarter with striking results: $2.83 billion in revenue, 22% year-over-year growth, and record profitability metrics driven by a higher-capacity product mix and early HAMR ...
- Revenue $2.83 billion in the December quarter, up 7% sequentially and 22% year over year.
- Seagate posted record exabyte shipments at 190 EB for the quarter, up 26% year over year, while keeping unit volume relatively flat.
- Non-GAAP gross margin expanded to 42.2%, non-GAAP operating margin to 31.9%, and non-GAAP EPS was $3.11, all company records.
- +13 more takeaways
Enova International Q4 2025 Earnings Call - Record originations, solid credit, and Grasshopper deal to accelerate growth
Enova closed 2025 with a strong finish, driven by record originations, stable credit, and meaningful operating leverage. Q4 originations rose 32% year over year to $2.3 billion, lifting the company po...
- Leadership change effective Jan 1, 2026, with Steve Cunningham as CEO and Scott Cornelis as CFO, while David Fisher transitions to executive chair and commits to remain at least two years.
- Enova reported a record year: full year 2025 originations +27%, revenue nearly +20%, and adjusted EPS +42% year over year.
- Q4 2025 originations rose 32% YoY to $2.3 billion, and total portfolio (amortized receivables) grew 23% YoY to $4.9 billion.
- +12 more takeaways
Nextpower Q3 FY2026 Earnings Call - Flight to quality fuels backlog, raises FY26 outlook amid Saudi JV and investment grade rating
Nextpower reported a strong Q3 FY2026, driven by robust U.S. demand, accelerating non-tracker product adoption, and an expanding international footprint. Revenue rose 34% year over year to $909 millio...
- Q3 revenue grew 34% year over year to $909 million, adjusted EBITDA rose 15% to $214 million, with an adjusted EBITDA margin of 23%.
- Fiscal YTD revenue is $2.68 billion, up 32% year over year, and GAAP net income year-to-date was $435 million.
- Backlog is stated at greater than $5 billion, management called this a new record, but they did not disclose a specific bookings number for Q3.
- +12 more takeaways
Stride Q2 FY2026 Earnings Call - Platforms Stabilized; Company Prioritizes Stability Not Growth
Stride reports a clean second quarter on the other side of a rocky tech rollout. Revenue and profitability improved year over year, enrollments held steady sequentially and demand measured by applicat...
- Company says the core platform issues from last fall have been executed on, with primary problems behind them and customer support call volume dropping sharply after fixes.
- Stride is prioritizing stability over growth for FY2026, intentionally tempering enrollment expansion despite continued strong demand.
- Total revenue was $631.3 million, up nearly 8% year over year, with adjusted operating income of $159 million, up 17% year over year.
- +12 more takeaways
Hanmi Financial Corporation Fourth Quarter 2025 Earnings Call - NIM Expansion from Deposit Cost Cuts, Healthy Loan Growth Despite Q4 Production Dip
Hanmi closed 2025 with stronger earnings and cleaner fundamentals. Q4 net income slipped modestly to $21.2 million, but full-year net income rose to $76.1 million, driven by loan growth, lower deposit...
- Q4 net income was $21.2 million, or $0.70 per diluted share, down 3.7% quarter-over-quarter, driven by lower non-interest income.
- Full-year 2025 net income totaled $76.1 million, or $2.51 per diluted share, up 22% year-over-year.
- Net interest margin expanded 6 basis points sequentially to 3.28% in Q4, and management cited a 37 basis-point expansion for the full year, powered primarily by lower interest-bearing deposit costs and higher average loan balances.
- +16 more takeaways
F5 Inc. Q1 FY2026 Earnings Call - Systems, AI, and Hybrid Multi-Cloud Propel Growth Despite Security Incident
F5 reported a clean, above-consensus quarter, with revenue of $822 million, up 7% year over year, driven by an 11% gain in product revenue and a 37% jump in systems. Management framed the quarter as a...
- Top line: Revenue $822M, up 7% year over year, split evenly between product ($410M) and services ($412M).
- Systems strength: Systems revenue $218M, up 37% year over year, driven by tech refreshes, capacity expansion, and AI-related demand.
- Product mix nuance: Software revenue declined 8% to $192M, but subscription revenue was resilient, up 1% to $164M; recurring revenue made up 69% of total revenue.
- +12 more takeaways
Manhattan Associates Q4 2025 Earnings Call - Record RPO, Ramped ARR and Commercial AI Agents Set Stage for 2026 Growth
Manhattan closed 2025 with a clean finish, beating expectations on bookings, cash flow and margins while launching commercial AI agents and Agent Foundry. Management introduced a new ramped ARR disclo...
- Q4 total revenue $270 million, up 6% year-over-year; full-year revenue $1.08 billion, up 4%.
- Q4 cloud revenue $109 million, up 20% year-over-year; full-year cloud revenue $408 million, up 21%.
- RPO ended Q4 at $2.2 billion, up 25% year-over-year and 7% sequentially, with competitive win rates over 70%.
- +17 more takeaways
Texas Instruments Q4 2025 Earnings Call - Above‑seasonal Q1 guide on industrial recovery and a surging data center business
Texas Instruments finished Q4 2025 at $4.4 billion of revenue, roughly in line with expectations, and walked into 2026 with a rare above‑seasonal Q1 guide. Management pins the optimism on continued in...
- Q4 revenue $4.4 billion, down 7% sequentially, up 10% year over year; analog revenue +14% and embedded processing +8% YoY.
- Company reorganized end markets to add a dedicated data center category; industrial, automotive, and data center made up ~75% of 2025 revenue.
- 2025 revenue by end market: industrial $5.8B (33% of rev, +12% YoY), automotive $5.8B (33%, +6% YoY), data center $1.5B (9%, +64% YoY), personal electronics $3.7B (21%, +7% YoY), communications ~$0.5B (3%, +~20% YoY).
- +12 more takeaways
Logitech Q3 FY2026 Earnings Call - Record margins and cash as AI and B2B momentum offset gaming softness and macro risks
Logitech delivered a noise-making quarter, not just in sales but in profitability and cash. Q3 produced record non-GAAP operating income of $312 million, a 43.5% non-GAAP gross margin, and roughly $50...
- Non-GAAP operating income hit $312 million in Q3, a 17% year-over-year increase and record level outside pandemic peaks.
- Non-GAAP gross margin was 43.5%, up 30 basis points year-over-year, driven by product cost reduction, targeted pricing, FX tailwinds, and surgical promotions that offset tariff headwinds.
- Operating cash flow was approximately $500 million, up roughly 30% year-over-year, and cash on hand ended the quarter at $1.8 billion; cash conversion cycle improved to 27 days.
- +12 more takeaways