A live archive of receipt-bound excerpts from company earnings calls. No generated thesis, no recommendation — just the recorded language, its source coordinates, and a direct path into the ticker dossier or live Terminal.来自公司财报电话会的可追溯摘录档案。没有生成式投资结论，也没有推荐——只有原始表述、来源坐标，以及进入个股档案或实时终端的直接入口。
Start free in Terminal免费开始使用终端50 verified call records份已核验电话会记录 · 600 exact facts条精确事实 · 2026-09-07 → 2026-09-13
Browse the full archive page by page. Search on this page by ticker, period, category, or speaker; every card preview is a verbatim call excerpt.分页浏览完整档案。在本页按代码、期间、分类或发言人搜索；每张卡片预览均为电话会原文摘录。
Showing records 1–96 of 5581.显示第 1–96 条，共 5581 条。
“Despite a lower sales outlook, we are maintaining our full-year guidance for adjusted FIFO operating profit of $5 billion to $5.2 billion and adjusted net earnings per diluted share of $5.10 to $5.30.”
“Based on our current business momentum, we expect gross billings from services of cloud and AI infrastructure to exceed RMB 2 billion in 2026, representing year-over-year growth of over 100%.”
“With respect to our outlook for the third quarter of fiscal 2026, I want to remind everyone that formulating our guidance involves some inherent uncertainty and complexity in estimating sales, product margin, and earnings growth given a variety of internal and external factors that impact our performance.”
“System services revenue reached RMB 881.9 million, up 22.8% year-over-year, reflecting continued improvements to our full consumer service cycle engine, which strengthened our ability to deliver more effective marketing, analytics, and customer-related services to our insurance carrier partners, along with expanded system services to both existing and new carrier partners.”
“Using disciplined assumptions with respect to channel mix, market penetration, and measured investments, we see opportunity to grow OVO to $100 million+ revenue business by fiscal 2030 and see adjusted EBITDA margins in the low double-digit percentage range.”
“Thanks to the profit-sharing element, for every $1,000 per day increase in spot rate, we have $0.11 positive impact on the annual earnings per share based on the number of vessels that currently the company has exposure to spot rates, which is 23 vessels.”
“For the second half of fiscal 2026, we expect comparable store sales in the range of down 1% to up 1%, inclusive of fiscal August.”
“Normalized adjusted EBITDA margin of 13.4% also exceeded the high end of our guidance for adjusted EBITDA margin, and we generated $72.3 million of cash in the quarter, inclusive of a free cash flow and a $42 million distribution from our Aspen joint ventures, excluding tariff refunds of $69.2 million.”
“This model reduces fashion risk and inventory risk while enabling us to deliver more of what customers want, resulting in approximately 80% full price selling and supporting strong gross margins and cash generation.”
“To the question about impact on FY 2027 revenue, neither of these sites will have any impact into our previously stated FY 2027 revenue or earnings guidance.”
“We grew net sales, expanded adjusted EBITDA nearly 80%, a margin improvement of more than 500 basis points year-over-year, and completed the transformational combination with Chaparral and Robalo.”
“The remaining operating expense increase of $9.4 million reflects a full year of G5 Infrared operating cost, the addition of AML operating cost, higher sales and marketing spend, information technology investments to meet heightened customer security standards, an increased personnel cost associated with filling executive roles, and accruing for incentive compensation plans.”
“Our comparable sales performance reflects the demand trends that Shawn and Mary discussed with strength among our premium customers, particularly for larger Sactionals configurations and newer innovations, partially offsetting the continued pressure below the $6,000 price point.”
“By securing record revenues of $87.1 million for Q2, expanding our fleet toward a 25 vessel target while remaining debt-free, we have driven net income for the first six months to a remarkable $62.8 million, already surpassing our total profitability for the entirety of 2025, backed by solid balance sheet with cash to date in the order of approximately $260 million and a fleet value anticipated to increase with our upcoming vessel additions.”
“Moving to non-GAAP measures, Adjusted EBITDA decreased slightly to $20.2 million, or 12.3% of revenue, from $20.5 million, or 13.9% of revenue for the same period last year, and driven primarily by the expenses related to new client wins, the temporary impact of work transferring from nearshore to offshore, as well as the impact of higher fuel prices.”
“We expect to generate revenue from those programs in 2027 and for years beyond that coming from existing orders.”
“Removing the impact of both the recent acquisitions as well as a positive impact from changes in FX rates, we would estimate that our growth in services revenue from new and existing customers, that is our organic growth, would have been just north of 9% this quarter when compared to the same quarter last year, which is similar to Q1 of this year.”
“For the full year, we are now anticipating total company sales to come in flat to up 1% versus last year, which is above our previous guidance range.”
“We do expect to see consistent sequential sales volumes in the second quarter, with some growth over the prior year period, and to continue to outpace bedding industry revenue trends in what we anticipate to remain a pressured demand environment for home furnishings.”
“For the full year, international purchased vehicle revenue increased $2.8 million or 1%, and purchased vehicle gross profit increased $2.3 million or 4.5%.”
“Today, I will start by summarizing Adobe's performance in Q3 FY 2026, highlighting growth drivers across our customer groups, and I'll finish with our financial targets.”
“Cost of revenues for the second quarter of 2026 were RMB 27.8 million, representing a year-over-year increase of 157.2% from RMB 10.8 million in the second quarter of 2025, which was mainly due to the continued growth of Yiqi Aixue and the related service delivery costs.”
“Adjusted EBITDA of $38.1 million was down 15% year-over-year and reflected an adjusted EBITDA margin of 41%, down eight percentage points year-over-year, primarily reflecting lower cash management revenue due to a lower cash management fee rate given the previously noted APY to APR conversion and higher client incentives, as well as continued investments, including into the measured rollout of Wealthfront Home Lending.”
“As a result of this, we are raising our fiscal 2027 guidance for revenue, adjusted EBITDA, and CapEx.”
“We are confident in our strategy and our ability to achieve our fiscal 2029 targets of at least $2.1 billion of ARR, at least $800 million of AI-driven ARR, at least 22% adjusted operating margin, and at least $400 million of free cash flow.”
“We expect approximately 40%-50% of backlog to convert to revenue in the third quarter.”
“For the third quarter, we expect net revenue to decline approximately 5% year-over-year, a meaningful sequential improvement versus the first half, as we believe the worst of the acquisition-driven revenue pressure is behind us.”
“Gross profit margin for the third quarter and first nine months of fiscal 2026 was positively impacted by higher volumes and the resulting positive impact of our strong operating leverage.”
“The Nanox Health IT that we acquired at the end of 2025 has proven to be a valuable addition to Nanox and continue to contribute meaningful revenue in the first half of the year, supported by an expanding customer base and more than 20 new projects going live.”
“For Q3, we expect revenue of $253 million- $255 million, representing 30% growth at the midpoint, and non-GAAP operating income of $35.5 million-$36.5 million, representing 14% margin.”
“The quarter benefited from higher total agribusiness operating income, driven by stronger-than-expected avocado volume and progress toward our targeted $10 million in annual selling, general, and administrative expense savings.”
“We expect same-store sales growth of 2.5%-3% for the full year, including 3%-4% in the third quarter.”
“Our full year guidance more than doubles revenue in 2026 year-over-year, while holding operating expenses approximately flat in absolute dollars.”
“Looking ahead, we expect MiSight growth to be in the low teens in Q4 against a difficult prior year comparison, resulting in roughly 20% growth for this full-year and setting the stage for a promising 2027, supported by continued momentum in existing markets and the upcoming launch of MyDay MiSight Toric.”
“I don't see that as any kind of a risk or slowdown with that federal side of it, and we're really positive on the fact that the 50,000+ municipalities still continue to try to get the value of water to align more with what the needs are and continue to believe that'll be a good backdrop to support our municipal and market demand over the next several years.”
“That said, reflecting the strength of our underlying performance year to date, including the continued scaling of AI initiatives, we are raising the low end of full year fiscal 2026 adjusted EBITDA margin guidance by 10 basis points and narrowing the range to 6.7%-6.8%, from 6.6%-6.8%.”
“So given the gap between your revenue guide and CRP bookings that we've seen for the last two quarters, I've just been considering whether there's something else that we should be mindful of, given the CRP bookings are growing at 16%, but you're guiding to revenue growth of only 12% for this year and for next year.”
“Prepared Food and Dispensed Beverage led the way, as same-store sales were up 4.8%, or 10.7% on a two-year stack basis, with a gross profit margin of 59.3%.”
“For the full year 2026, we expect consolidated sales up low to mid single digits compared to last year.”
“With total backlog of approximately $2.8 billion and revenue visibility to the midpoint of our full year guidance at 86%, we believe the business is well-positioned for the balance of the year.”
“The increase was driven by 510 basis points from tariff refunds and were partially offset by a negative 70 basis points impact from merch margin as we reinvested tariff refund proceeds into improved pricing for our customers.”
“Yes, the merch margin performance in Q2 and some of the markdowns in American Eagle that we guided to back in May, alongside our $45 million-$50 million guidance, those did come through in line with expectations, and then resulting in us hitting that high end of our op income guide.”
“Through consistent execution of our value creation strategy, we delivered fourth quarter adjusted EBITDA of $172 million, which contributed to full-year adjusted EBITDA growth of 27%, and free cash flow of $80 million in the fourth quarter and $323 million for the full year.”
“We expect this change in composition and the timing difference of revenue recognition between core and upsell to mean between a $2 million and $3 million subscription revenue headwind over the remainder of the fiscal year.”
“We grew 20% in our GLA and we expect to add Distrito Diagonal in La Plata, another important city, very highly populated with no shopping malls at scale.”
“Adjusted EBITDA increased approximately 175% compared with fiscal 2025, and we believe we are ahead of schedule to achieve our 10%+ long-term adjusted EBITDA margin target.”
“During the quarter, the company generated total revenues of approximately $32 million, below our previous guidance range of $35 million-$45 million.”
“These statements include, but are not limited to, statements regarding our financial outlook for the third quarter and fiscal year ended January 31, 2027, the anticipated benefits from and product advancements due to ongoing developments in BrazeAI technology, our anticipated customer behaviors, including vendor consolidation and replacement trends and their impact on Braze, our potential market opportunity, and our ability to effectively execute on such opportunity, the execution and anticipated benefits of our share repurchase program, and our long-term financial targets and goals, including our expectations regarding our profitability framework.”
“Gross profit was $44.7 million, compared with $45.1 million last year, while gross margin decreased 270 basis points to 9.9%.”
“We are modestly updating our segment operating margin outlook to 7.7%-7.8% for fiscal 2026, reflecting year-to-date performance and slightly higher intangible amortization for WGNSTAR, which in aggregate accounts for 10 basis points of operating profit margin impact for the full year.”
“On a consolidated basis, we expect revenue growth of 2%-3% and adjusted EBITDA margin expansion of 50 basis points to 75 basis points.”
“This brought our full-year CapEx to $277 million, or 8% of revenue, and coupled with capitalized internal use software of $73 million, resulted in free cash flow of $779 million for the full fiscal 2026, or a free cash flow margin of 23%, down from 27% last year.”
“Free cash flow is historically a use through the first half, given the timing of annual journal subscriptions, and our full-year outlook of $205 million is on track.”
“Of the 320 basis points of year-over-year expansion, approximately 2/3 was driven by higher merchandise margin, reflecting increased mix of regular price selling and continued reduction in promotions, with the remainder driven by buying and occupancy leverage on the 10% increase in net sales.”
“With this year's strong growth, we are increasingly realizing the operating leverage of our cloud-based branchless business-to-business model with year-over-year increases in net income and adjusted or core net income of 53% and 27% respectively.”
“We expect Q2 gross margins to be 200 basis points-300 basis points higher than last year's Q2 on increased absorption, partially offset by increased volume-related spending and inflationary cost increases.”
“Excluding the benefit of tariff refunds, gross margin increased approximately 20 basis points compared to last year and reflected lower product costs, including favorable foreign exchange and favorable channel mix, partially offset by a more promotional environment in EMEA, increased tariff costs net of mitigation, and the impact of the North America license transitions.”
“Adjusted EBITDA loss for the first half of 2026 of $521 million increased year-on-year despite margin improvement due to model mix driven by Polestar 4, due to adverse evolution of profitability with adjusted gross loss in the period, which included the impact of the U.S.”
“Finally, we continue to expect fiscal full year 2027 non-GAAP adjusted free cash flow of approximately $425 million and a non-GAAP gross margin of approximately 84%.”
“When removing any tariff refund related impact, we now expect an approximate 50 basis points increase in gross margin for the year, with improved IMUs and a continuation of the shift to a higher proportion of direct consumer sales to be partially offset by higher promotional activity, particularly at Lilly Pulitzer.”
“Successful execution of our backlog allowed us to achieve 14% revenue growth and a 210 basis point gross margin improvement in fiscal 2026.”
“Putting these factors together, the additional pressure on the top line does make it more challenging to achieve our original margin target, which was, I think we pointed toward a low teen adjusted operating margin for 2026.”
“First quarter 2027 net sales increased 27% to $156.8 million, driven by continued momentum in data center power distribution and strong demand for off-road lighting solutions.”
“Gross profit increased 49.1% to $13.1 million, or 24% of total revenues in the second quarter of fiscal 2027, as compared to $8.8 million or 24.9% of total revenues in the same year-ago quarter.”
“I would say we're taking that approach into 2027, and we're just taking a hard look at everything, given current performance of business, and we will share more about how we see square footage growth for 2027 when we give guidance in March.”
“Revenue increased approximately 4% year-over-year, with strength in national accounts partially offset by warehouse management system challenges that impacted the timing of school uniform shipments.”
“In FY 2027, we expect to see term license revenue from recent cloud migration customers decline by almost $50 million.”
“Our full-year guidance now assumes flat comparable sales versus our prior expectation of up 1%-2%, reflecting the greater sales pressure at schuh, resulting in total sales down approximately 2% versus our prior expectation of down 1% to flat.”
“We expect non-GAAP net income of $1.4 million to $2 million or $0.05 to $0.08 per share, and adjusted EBITDA of $1.4 million to $1.9 million or a margin of 7% to 9%.”
“While the macroeconomic, geopolitical, and trade environments remain volatile, the momentum in off-road, together with an improvement in our expected net tariff exposure, has enabled us to absorb a portion of the other headwinds we are facing and increase our normalized EPS guidance by CAD 1 to a range of CAD 4-CAD 4.50.”
“Our update to full-year revenue guidance includes passing through the entire outperformance we delivered in Q2, plus additional outperformance assumed in the second half of the year, partially offset by incremental foreign currency headwinds of approximately $4 million.”
“With improving quality of sales, underlying gross margin, excluding tariff refunds, expanded by 490 basis points and expanded by 1,810 basis points, including the impact of refunds.”
“For the second quarter, we reported net sales of $231.7 million and adjusted EBITDA of $23.3 million, or $12.1 million excluding the tariff refund benefit, in line with our guidance range.”
“And we expect to achieve fiscal 2027 adjusted operating margin between 25% and 27%, posting yet another record in profitability and serving as yet another proof point for the earnings potential of Ciena's model.”
“Adjusting for the negative impact of facility consolidations in Q4 of 2025 and adjusting for the positive impact from tariff refunds in Q4 of 2026, our gross profit margin increased by 110 basis points.”
“Concrete Pumping, adjusted EBITDA increased 18% to $18.4 million, while Eco-Pan adjusted EBITDA increased 19% to $8.8 million, reflecting continued operating leverage from higher volumes and improved pricing.”
“We expect non-GAAP operating income of $18 million-$19 million, representing an operating margin of 8%-9%.”
“This new profitability guidance continues to be consistent with our long-term operating model, which targets an EBITDA contribution of 25%-30% on net sales above $200 million.”
“The revenue from our agentic and digital asset businesses from Amber Premium came in at $10.1 million, above the $9 million-$10 million outlook we gave you last quarter.”
“Ambarella itself is also facing rising supply chain costs, and we plan to pass this cost to our customer to maintain our long-term gross margin target of a 59%-62%.”
“Number two, we have explained that a lot of the impact which goes into the Q3 guidance are linking to supply issues or supply constraints, which I just answered the question from Sid, namely, Helio Strap, Balance 3, and Bip series, and we are working towards resolving them.”
“Looking at our business outlook for the third quarter of 2026, we expect our total net revenues to be between RMB 898.6 million and RMB 998.4 million, representing a year-over-year decrease of approximately 0%-10%.”
“The remaining $6.8 million net benefit, which was all recognized in Q2 gross margin as mentioned, will help provide flexibility to both potentially invest in our business for growth, as well as offset some continuing headwinds in supply chain in the second half.”
“Bonus accruals associated with our significantly improved operating performance exceeding budgeted sales and earnings targets added $1.5 million to the quarter.”
“In fact, 65 customers have now crossed $10 million in trailing 12-month product revenue, demonstrating how our largest customers continue to go all in on Snowflake.”
“My question is, there's been quite a bit of news this week about the RIN credits and then exemptions, and I was just wondering how that might be impacting your thinking and I guess the cash flows over the next 12-18 months.”
“Transitioning to our outlook for fiscal 2027, we are maintaining our revenue outlook for fiscal 2027 at a range of $510 million-$520 million.”
“At a high level, our outlook assumes 75 new store openings, two store closures from storm damage, net sales of $2.928 billion-$2.941 billion, comparable store sales growth of flat to positive 0.5%, gross margin in the range of 41.3%, operating income of $345 million-$350 million, adjusted net income of $275 million-$279 million, and adjusted net income per share of $4.57-$4.65.”
“Gross margin of approximately 77%, operating margin of approximately -9%, net loss per share of $0.15 using approximately 415 million weighted average common shares outstanding, and positive free cash flow margin of approximately 2%.”
“Q1 gross margin was 70.6%, exceeding the high end of our guidance and down 50 basis points year-over-year, driven by greater product revenue mix compared to a year ago.”
“Revenue of $12.2 billion increased 34%, exceeding the high end of our guidance range, with order growth up 42% on a normalized basis, led by demand in traditional servers, AI systems, and networking.”
“Revenues for our quarter nearly doubled to $5 billion compared to the prior year, driven in part by acquisitions, and we are pleased to deliver a 35% increase in gross profit, along with a net income of $12 million and earnings per diluted share of $0.41.”
“The gross margin percentage in our retail segment was 50.6% compared to 52.4% in the prior year, with the current quarter impacted by increased promotional activity.”
“Turning to the full year, sales are expected to be in the range of $5.63 billion to $5.71 billion, an increase of 19% at the midpoint versus last year, and comparable sales growth is expected to be between 10% and 12%, or 24% at the midpoint on a two-year stack basis.”
“We secured our first order for FuelCell Energy Blocks to supply baseload power for data center applications, increased committed backlog to $1.3 billion, and added $2.4 billion of awarded capacity backlog, resulting in total committed and awarded capacity backlog of $3.6 billion as of July 31.”
“In terms of our earnings, overall growth trend in the various earnings metrics over the last five quarters show solid growth, with operating income at $24.9 million, as I mentioned earlier, and margin exceeding the lower end of our 10%-12% target range.”
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This is a transcript-only, historically incomplete publication. Releases, filings, slides, consensus and price reaction are visibly marked as not joined; lower-evidence packets remain held instead of being inferred.这是仅基于电话会文本且历史覆盖尚不完整的发布。新闻稿、披露文件、演示材料、一致预期和股价反应均明确标注为未接入；证据不足的数据包会被暂缓，而非由推断补齐。