Know What's Happening in Earnings Calls
Know What's Happening in Earnings Calls
Earnings Calls Pulse
EMAIL DIGESTS
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Roku posts 16% revenue rise but device margin turns negative, stock slides
Roku reported fourth‑quarter revenue of $1.39B, up 16% year over year, with platform revenue climbing 18% to $1.22B. The company posted a device gross margin of –23.3% and its shares fell sharply as investors flagged a 165‑times price‑to‑earnings multiple.
Chewy (CHWY) surged 13% after reporting a fourth‑quarter profit beat and issuing a 2026 outlook that tops analyst estimates. The company highlighted 8.1% revenue growth to $3.26 billion, a gross‑margin lift to 29.4%, and AI‑driven efficiency gains that should lift adjusted EBITDA margin to 6.7% next year.
M&T Bank is slated to report Q1 2026 earnings of $4.03 per share, a 19.2% jump from the year‑ago quarter. For the full fiscal year, analysts project EPS of $18.77, up 9.1% versus 2025, with 2027 outlook at $20.94 per...
Lenz Therapeutics' shares slid 11.2% after the biotech reported a Q4 loss of $1.16 per share on $1.6 million in revenue, well below analyst expectations. The miss stemmed from weaker-than-anticipated uptake of its newly launched VIZZ eye‑drop and a surge in...
Dollar Tree reported Q4 2025 revenue of $5.5 billion, up 9% year‑over‑year, and adjusted diluted EPS rose 21%. The discount retailer also lifted its FY2026 sales outlook to $20.5‑$20.7 billion while outlining a 400‑store expansion plan.
Braze posted Q4 2026 revenue of $205 million, up 28% year over year, while annual recurring revenue crossed the $800 million mark. The results were driven by accelerating organic growth, a surge in large‑customer wins, and the rollout of AI‑powered products.
Dolphin Entertainment reported fourth‑quarter 2025 results on March 25, 2026, highlighting $112 million in revenue, a 9% year‑over‑year increase driven by its streaming‑content licensing segment. Adjusted EBITDA posted a $4.3 million loss, while the company ended the quarter with $38 million in cash and a...
Marchex, Inc. held its Q4 2025 earnings conference call on March 25 2026, delivering both GAAP and non‑GAAP financial results for the quarter and full year. The leadership team—including COO Francis Feeney, Executive Chairman Russell Horowitz, President Troy Hartless, and CFO Brian Nagle—walked investors through the numbers...
Viatris Inc. outlined its long‑term growth outlook, emphasizing a balanced portfolio that spans low‑cost generics, established branded products, and a pipeline of innovative medicines. Management highlighted strategic investments in R&D, geographic expansion in emerging markets, and cost‑efficiency initiatives aimed at...
Micron Technology reported a record $23.8 billion in second‑quarter revenue and GAAP earnings of $12.07 per share, far exceeding its own guidance. Despite the beat, the stock slipped to $444.27 as the Nasdaq tumbled and investors voiced doubts about the sustainability...
TT Electronics reported FY 2025 revenue of £481.4 million (≈ $602 million), a 2.7% organic decline, but adjusted operating profit rose 2.2% to £37.2 million (≈ $46.5 million). Strong cash generation lifted free cash flow 7.9% to £29.9 million and cut net debt by almost £30 million, reducing leverage...
Alibaba reported a roughly two‑thirds year‑over‑year plunge in net income for Q4 2025, with e‑commerce revenue growth slowing to 6% and cloud revenue jumping 36%. The group said the loss reflects heavy investment in cloud, AI and quick‑commerce, positioning the...
Lenz Therapeutics reported a Q4 loss of $1.16 per share on $1.6 million in revenue, far below analysts' expectations of a $0.90 loss on $3.1 million. The miss sent the biotech’s shares down 11.2% as investors reacted to higher SG&A costs and...
Concentrix Corp. saw its Nasdaq‑listed shares tumble more than 23% after reporting first‑quarter net income of $21.58 million, a 69% drop from a year earlier, even as revenue rose 5.4% to $2.5 billion. The earnings miss sparked a sharp sell‑off and raised...
Kingfisher plc reported a strong full‑year 2025‑26, delivering double‑digit growth in both trade and e‑commerce sales. The retailer expanded market share in the United Kingdom, France and Spain while holding steady in Poland. Marketplace gross merchandise value hit £518 million (≈ $648 million),...
Cheetah Mobile reported a 43% year‑over‑year revenue increase in 2025, propelled by strong performance in its Internet and AI‑related segments. The AI and Others division now contributes roughly half of total revenue, underscoring a strategic shift toward artificial‑intelligence services. Management...
Webull Corp. announced Q4 2025 revenue of $165.2 million, a 50% increase from the same period a year earlier. The growth came alongside a 87% jump in equity trading volume and an 81% rise in customer assets, underscoring the broker’s expanding...
Micron Technology reported record fiscal Q2 revenue of $23.86 billion and adjusted EPS of $12.20, yet its stock fell sharply after CEO Sanjay Mehrotra warned the company can only meet a portion of near‑term AI memory demand. The clash between booming...
HF Foods Group reported Q4 2025 net revenue of $1.23 billion, up 2.2% year‑over‑year, while adjusted EBITDA increased 6.9% to $45 million. The company completed an enterprise‑resource‑planning rollout across all distribution centers, re‑categorizing SKUs and fixing IT control deficiencies. Facility upgrades in...
Lithium Argentina (LAR) reported that its Cauchari‑Olaroz operation produced over 34,000 tonnes of lithium carbonate in Q4, operating at 97% capacity and cutting cash costs 30% to $5,600 per tonne. The company also secured a $130 million loan facility and outlined...
Armstrong World Industries' shares dropped sharply following its earnings release, while an insider sold $51 million worth of stock. The dual events sparked market concern about the company's outlook and insider sentiment.
Coeur Mining reported a record 2025 with gold production soaring 723% YoY and silver up 5%, driven by the Rochester expansion and the Silvercrest acquisition. Full‑year EBITDA more than doubled to over $1 billion and free cash flow swung to $666 million,...
Micron Technology delivered a blockbuster fiscal Q2 with $23.86 billion in revenue, $12.20 earnings per share and a record $6.9 billion free cash flow. CEO Sanjay Mehrotra cautioned that the company can only supply a portion of its AI customers’ needs, sparking...
Nvidia chief Jensen Huang told investors the company is pivoting from pure hardware to AI software agents, unveiling the OpenClaw platform and its NemoClaw security stack. The announcement came after Nvidia posted a record $68.1 billion fourth‑quarter fiscal 2026 revenue and...
Five Below reported fourth‑quarter results that exceeded revenue and earnings expectations, prompting an immediate rally in its share price. The company, however, cautioned investors that a slowdown in its core teen‑buyer demographic could pressure future growth.
Oracle reported fiscal Q3 2026 revenue of $17.2 billion, a 22% YoY rise, and earnings per share of $1.79, up 21%. A $553 billion AI‑driven backlog and a bring‑your‑own‑hardware model helped the stock climb more than 9% on the day after the...
Alibaba reported third‑quarter revenue of RMB 284.84 billion, just 1.7% above a year earlier and shy of consensus. Adjusted net income collapsed 67% to RMB 16.71 billion, prompting a 13% plunge in its ADRs – the steepest decline in six months. The...
Oracle reported fiscal Q3 2026 revenue of $17.2 billion and a record $553 billion remaining performance obligations, sending the stock up more than 9% on the day after release. The results beat Wall Street forecasts and highlighted a rapid expansion of its...
Amphastar Pharmaceuticals reported full‑year 2025 net revenue of $719.9 million, a 2% decline, while its Baqsimi franchise grew 12% to $185.4 million. The company secured FDA approval for ipratropium bromide HFA (AMP‑007), earning 180‑day generic exclusivity and positioning it as a near‑term...
Tencent Holding Ltd. Q4 FY2025 earnings call transcript CSO Mitchell: “Higher-end imported GPUs are now becoming available again.” Well yes..... https://t.co/93O4LUslpq
Kohl's CEO Michael Bender told investors the chain will not pursue another wave of store shutdowns in 2026, after closing 27 underperforming locations in 2025. The announcement comes as the retailer posted a $272 million profit, but saw net sales fall...
Kohl's CEO Michael Bender announced on the March 10 earnings call that the chain will not pursue additional store closures in 2026 after closing 27 underperforming locations in 2025. The update comes as fourth‑quarter revenue fell 3.9% to $5.17 billion, but...
Kohl's CEO Michael Bender told analysts the retailer will not close additional stores in 2026 after shuttering 27 locations in 2025. The announcement came with a Q4 profit of $125 million, a 166% year‑over‑year jump, even as comparable sales fell 2.8%...
Caterpillar posted a record full‑year revenue of $67.6 billion, a 4% increase year‑over‑year, and an all‑time high fourth‑quarter sales figure of $19.1 billion, up 18%. The company’s backlog surged to $51 billion, a 71% jump, while adjusted operating profit margin held at 17.2%...
GrowGeneration reported Q3 2025 net sales of $47.3 million, a 15.4% sequential increase that beat its internal guidance. The company posted a positive non‑GAAP adjusted EBITDA of $1.3 million, reversing a $2.4 million loss from a year earlier, while gross margin rose to...
DLocal reported record‑breaking 2025 results, processing $41 billion in total payment volume (TPV), a 60% year‑over‑year increase, and surpassing $1 billion in annual revenue with a Q4 record of $338 million. Gross profit rose 37% to $116 million in Q4, while adjusted free cash...
Intellicheck Inc. reported Q4 2025 revenue of $6.2 million, down from $6.7 million, as the company exited lower‑margin legacy businesses. The shift of all RFID and label production to a new Thailand facility lifted GAAP gross margin to 18.1% and non‑GAAP margin to...
Firefly Aerospace reported Q4 2025 revenue of $30.8 million, roughly double the prior quarter, and a backlog of $1.3 billion fueled by new NASA CLPS awards and a $177 million Blue Ghost Mission 4 contract. The company completed an $855 million acquisition of SciTech, adding...
Aveonna Healthcare Holdings reported Q4 2025 revenue of $662 million, a 27.4% year‑over‑year increase, and adjusted EBITDA of $85 million, up 54%. Growth was broad‑based across Private Duty Services, Home Health & Hospice, and Medical Solutions, aided by an extra 53rd accounting...
Accel Entertainment reported record Q4 2025 results, with revenue of $341 million (up 7.5% YoY) and adjusted EBITDA of $56 million (up 19%). Full‑year revenue topped $1.3 billion and adjusted EBITDA reached $210 million, while cash stood at $297 million and net debt fell 1%....
Red Cat Holdings posted a record Q4 2025 revenue of $26.2 million, up $25 million year‑over‑year, and ended the year with $167.9 million in cash, a dramatic increase from $9.2 million. The company accelerated production of its Black Widow FPV drones to 50 units...
Intuitive Machines reported Q4 2025 revenue of $44.8 million but an operating loss of $33.1 million, reflecting integration costs from the Kinetics and Lantaris acquisitions. The combined entity now commands a $943 million backlog, giving it two‑thirds of its 2026 revenue visibility and...
TPG reported record Q4 2025 results, raising $51 billion in capital—a 71% increase—and ending the year with $303 billion in assets under management, up 23% YoY. GAAP net income was $77 million and after‑tax distributable earnings hit $0.71 per share, prompting a $0.61...
Titan America reported Q4 2026 revenue of $406 million, a 4% year‑over‑year increase, and adjusted EBITDA of $94 million, up 12% with a 23.1% margin. Full‑year revenue reached $1.66 billion, up 1.8%, while adjusted EBITDA rose 5% to $390 million, expanding margin to 23.4%....
Viemed Healthcare reported record full‑year revenue of $270.3 million, up 21% year‑over‑year, and a record adjusted EBITDA of $61.4 million. The company accelerated diversification, with sleep therapy patient counts rising 62% and maternal health contributing roughly $9 million after the Lehan acquisition. While...
Eaton reported Q4 2025 revenue of $7.1 billion, with organic growth of 9% and adjusted EPS of $3.33, up 18%. Orders in Electrical Americas accelerated 16% on a twelve‑month basis, driven by a 200% surge in data‑center demand, pushing backlog to...
Snail Inc. reported Q3 2025 net revenue of $13.8 million, a 39% YoY decline driven primarily by a $10.9 million increase in deferred revenue rather than weakened demand. Bookings grew 9.3% to $17.6 million and unit sales rose 7.8% YoY, underscoring strong consumer...
Tenon Medical reported third‑quarter revenue of $1.2 million, up 32 % year‑over‑year, driven by higher Catamaran procedures and early Symmetry sales. Gross margin improved to 66 % as fixed costs were absorbed, while operating expenses rose to $4.2 million due to integration and sales...
Altimmune reported a Q4 2025 net loss of $27.4 million but ended the year with a strengthened cash position of roughly $340 million, extending its runway to 2028. The company secured FDA Breakthrough Therapy designation for its dual‑agonist PEMB and...
Signet Jewelers reported Q2 2026 revenue above $1.5 billion, driven by a 2% same‑store sales increase and strong fashion performance. Adjusted operating income rose 20% to $85 million and free cash flow jumped nearly $50 million year‑over‑year. Lab‑grown diamond (LGD) fashion now accounts...
Gaia, Inc. reported $99 million in 2025 revenue, up 11% year‑over‑year, with gross margin improving to 87.1% and free cash flow reaching $4.9 million. The company’s cash balance rose to $13.5 million and net loss narrowed to $0.5 million for the quarter. Direct‑to‑consumer members...
