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649 verified call records份已核验电话会记录 · 7788 exact facts条精确事实 · 2026-10-26 → 2026-11-01
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 1057–1152 of 6702.显示第 1057–1152 条，共 6702 条。
“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.”
“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.”
“We expect non-GAAP operating income to be in the range of $33.5 million-$34.5 million, resulting in non-GAAP net income per diluted share of approximately $0.11, assuming 239 million diluted weighted average shares outstanding.”
“We expect that Express will be a significant revenue driver as it scales as we enter into FY 2028, and have started taking orders and building backlog.”
“Innovation continued to support top-line performance, our teams remained disciplined in managing costs and investments, and we delivered growth in both earnings and cash flow while reaffirming our fiscal 2027 outlook.”
“We expect Q4 AI revenue to be $21.7 billion, up 236% year-on-year, and we expect operating margin to be approximately 66% of revenue.”
“Bookings grew at 73%, and we took real costs out of the business to narrow our operating loss and generate free cash flow in the quarter.”
“We did say we expect to add a handful of new projects over the next 7-15 months, and that reflects the current demand for natural gas-fired facilities.”
“Chemical markets remain challenging, with excess capacity and weaker demand continuing to put pressure on prices and margins.”
“We therefore reaffirm our expectation of approximately $360 million of revenue for fiscal year 2026, and our target of at least $500 million of ARR as we exit the year.”
“We expect Cortex revenue up approximately 30% year-over-year, and we expect Idira revenue of approximately $1.5 billion, representing pro forma growth of high teens to 20% year-over-year.”
“And for the mid and the long term, with our product lineup as well as our sales and service network coverage, we expect our annual volume growth to be around 40%-50%.”
“Combined with the continued operating leverage across the business and our improved full year revenue growth outlook, these factors support our confidence in delivering our fiscal 2027 EBITDA margin guidance.”
“For the second quarter, we expect EPS in the range of $1.32-$1.34, which includes a roughly neutral impact from foreign exchange at recent rates.”
“Based on this continued momentum, we expect Atlas growth of approximately 26% in Q3, and we are raising our full-year growth expectation to approximately 27%, an increase of 300 basis points from the midpoint of our prior guidance.”
“For every $50 million of self-managed customers that convert to Flex, there is about a $5 million revenue recognition timing impact that shifts out of FY 2027 into the future periods, and then the maximum FY 2027 impact of $13 million.”
“As we move forward through fiscal year 2027, we continue to expect an inflection in the second half, driven by more than $600 million in optical revenue with ZeroFlap Optics, silicon photonics, PICs, and optical DSPs, each contributing more than $100 million, resulting in more than 85% year-over-year total revenue growth for the full year.”
“Cost of revenue, exclusive of depreciation, was $50.7 million, down from $99.6 million in the first quarter, driven by lower electricity and hosting expenses following the hash rate reduction.”
“From aesthetic treatment service perspective, our comprehensive customer acquisition cost remains at a healthy level, accounting for less than 10% of the revenue.”
“There is a slower underlying shift in the shape of that pipe that suggests that if we win our share of that new work, then we should start to see a little more upside pressure to margin because our civil Business Group is where we have, I would say, almost all of our fixed price exposure right now, and our EBITDA margins in our civil business are running north of 15%.”
“The Ayrmid team continues to make progress driving APHEXDA adoption, generating sales of $1.6 million in the second quarter of 2026, which resulted in $0.3 million of royalty revenue to BioLineRx.”
“Member contribution sales rose to 57% in the same period of last year to 60% for the full year last year and 33% in Q1 and further 77% now, where at the same time membership is the latest evidence of MINISO's growth shifting from the opportunity-driven to the system-driven.”
“Our net loan-to-value at end of Q2 stood at 13%, decreasing from 20.2% in the previous quarter, primarily due to strong cash flow generation from both operations and vessel sales.”
“In the second and third quarter of 2026, we reduced our financing costs through a combination of margin reductions on existing facilities for the remaining tenures and a full refinancing of selected facilities, reducing the weighted average interest rate margin by approximately 52 basis points from 178 basis points at the end of the first quarter of 2026 to 126 basis points upon completion of the process in the third quarter of 2026.”
“Operating income was RMB 524.7 million, representing an operating income margin of 15.4%, increased significantly from 3.2% in the same period of a year ago, benefiting from our strategic organizational adjustment and a continued disciplined cost management.”
“In Q2, our average VaR, value at risk, increased to $70 million.”
“The first one is if you can provide a deposit guidance growth for the full year 2026, and the second one is that we saw the bond portfolio and the public sector exposure growing this quarter, and I was wondering if you think it can continue growing the following quarters.”
“Gross revenue retention remained strong at 97% for the quarter, and net expansion from existing customers once again led to about 60% of our subscription revenue growth.”
“As a percent of sales, SG&A decreased 20 basis points to 26.4% compared to 26.6% last year, largely due to lower incentive compensation and leverage of corporate overhead, partially offset by the impact of Space NK and increased investments in advertising to support growth and market share gains.”
“The allowance for credit losses increased CAD 105 million quarter-over-quarter due to a CAD 128 million impact of foreign exchange, a performing build reflective of volume growth, and some credit migration, partially offset by resolutions driving lower impaired allowance across the business and government lending portfolios.”
“We are doing it with strong gross margins, 67% this quarter, and we expect strong margins to be durable as volumes scale because the drivers underneath them, first-pass conversion, the recycle loop, and fixed cost absorption, are structural features of the model rather than artifacts of the quarter.”
“For FY 2027, we are again raising our operating income outlook to a range of $124 million-$128 million, representing an operating margin of approximately 10% at the midpoint, an improvement of approximately 700 basis points over FY 2026.”
“We continue to expect positive all-bank operating leverage for the full year, including 1%-2% in Canadian banking.”
“For the full year fiscal 2027, we expect subscription ARR in the range of $1.88 billion-$1.885 billion, reflecting a year-over-year growth rate of approximately 29%.”
“I am wondering if the fact that all HIP 3 and HIP-4 markets now are having to be backed by USDC, would that end up impacting the overall stablecoin growth of the platform?”
“We also saw brisk new customer acquisition through our online sales efforts, continued growth in our population of enterprise accounts with ARR over $100,000, and expansion of our sales overseas.”
“Looking at our Performance Product segment, net sales of $22.2 million, an increase of $0.1 million, or 1%, primarily as a result of increase in demand for copper-based products, offset by lower demand for the ingredients used in personal care products.”
“Adjusted EBITDA increased to EUR 11.6 million, representing a strong 31% EBITDA margin, while we continued to increase targeted R&D investments to support future growth opportunities.”
“But with margins coming down 90 basis points quarter-on-quarter, is custom the fastest-growing segment within data center that drives that lower margin, or is there some other mix going on within data center kind of driving the lower 90 basis points, or sorry, the 90 basis point lower guidance for the October quarter?”
“For the full year, we generated $67.5 million from cash from operations, an increase of approximately $11 million year-over-year, and invested $24.7 million in capital expenditures, resulting in free cash flow of approximately $43.2 million and roughly 58% of adjusted EBITDA.”
“In parallel, we will diversify revenue streams through the high-end customization and limited edition models, supporting our target of lifting gross margin above 20%.”
“Cost of revenue also fell $6.6 million, mainly as a result of lower electricity usage from reduced mining activities.”
“We have also tightened our full-year organic net sales growth expectation to 1%-2% from our prior range of 1%-4%, better reflecting current market and consumer conditions.”
“We delivered accelerated revenue growth and higher profitability, including a record adjusted EBITDA margin of 48% and raised fiscal 2027 guidance.”
“Gross profits increased 21.2% year-over-year to over CNY 1.1 billion with a gross margin of 66.5%.”
“Adjusted EPS is now expected to be $2.35-$2.45, up 10%-15% versus last year, an increase from our prior outlook, reflecting our improved gross margin outlook and a lower weighted average share count of 367 million shares following second quarter repurchase activity.”
Try a ticker, period, category, or a call speaker.请尝试代码、期间、分类或电话会发言人。
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。