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 1249–1344 of 6702.显示第 1249–1344 条，共 6702 条。
“The global platforms operating margin increased by 5 percentage points to 20% compared with the prior year period, driven by lower expenses and higher revenues, which were supported by favorable market movements and net inflows over the past 12 months.”
“There is no target drug approved in the high-risk MDS in the last 20 years.”
“We have reaffirmed full year adjusted operating income margin guidance between 3.8%-4.5%, resulting in 130-200 basis points of year-over-year margin expansion.”
“Considering the current economic conditions and anticipated industry parcel volume growth, we have updated our full-year parcel volume growth guidance to 6%-10% year-over-year, representing a parcel volume range of 40.83 billion to 42.37 billion.”
“The fourth quarter revenue result of $150 million represents another quarter of delivering results at the midpoint of the guidance range and further demonstrates we are delivering on our commitments.”
“Despite overall stable ad spend during the 618 shopping festival, the relatively high revenue base from certain business lines last year posed a noticeable pressure on revenue growth this year.”
“Adjusted gross margin grew 11.3% year-over-year, and Net Yield was $660, up 8.8% year-over-year, driven by strong demand across all regions and favorable itinerary mix.”
“Revenue from end customer in the United States increased 153.9% to approximately $210.5 million and it represented 80.7% of first half revenue.”
“Adjusted gross margin was 25.6%, or 35 basis points better than guidance, and we generated $280.1 million of earnings, or $2.97 per diluted share, which also beat guidance.”
“The middle sections of the chart show that after covering cost of sales, OpEx, and finance costs, Telix reported a commercial profit of AUD 153 million, a 29% return on revenue and income generated, demonstrating the strength of the business.”
“Excluding that impact, our gross margin rate was about 1 percentage point higher than last year as we lapped last year's elevated markdown and purchase order cancellation costs and benefited from continued growth in our higher-margin revenue streams.”
“We continue to expect full-year sales volumes to increase by approximately 10% compared to 2025.”
“Both revenue and adjusted EBITDA exceeded the top of our guidance range, with growth fueled by acceleration of revenue growth from 23% year-over-year in Q1 to 25% year-over-year in Q2.”
“Adjusted operating margin for the wholesale segment decreased to 6.8% in the first quarter versus 7.5% last year, driven by fixed cost deleverage on our lower delivered volume and friction costs related to our strategic investments, partially offset by 240 basis point favorable tariff impact, including IEEPA refunds and pricing actions net of tariff costs.”
“We see this as near-term pressure on growth and profitability.”
“For the second quarter, gross margin was 33%, down 80 basis points versus prior-year adjusted gross margin, including the dilutive impact of the FBM and ADG acquisitions, partially offset by favorable credit revenue.”
“Our adjusted gross profit for the quarter was RMB 472 million, increased by 35% year-over-year and 34% quarter-over-quarter.”
“Core segment non-GAAP revenue increased 6% for the quarter, with non-GAAP operating margin contraction of 139 basis due to temporary product mix of lower margin revenue sources such as implementations, where we added two new conversion teams and customer work orders.”
“Gross profit increased to approximately $4.8 million, compared with approximately $3.8 million during the first half of 2025, representing growth of approximately 26%.”
“For the full year, we are reaffirming our 2026 outlook, shown on page 11, and continue to expect total revenue of $190 million-$195 million, with 90%-92% of that coming from digital infrastructure leasing, adjusted EBITDA of $137.5 million-$142.5 million, and capital expenditures of $45 million-$60 million, which excludes any spending on new site acquisitions.”
“On account of the deconsolidation transaction and elimination of retail from financial results, the guidance we previously provided, full year revenue, gross profit, and adjusted EBITDA should no longer be relied upon.”
“We maintain our full year guidance from last quarter and expect revenues to come in between $345 million and $370 million.”
“My question, at the risk of being a bit nitpicky, is the organic sales guide for 2027 of 3%-5% growth versus the comment that expectation to accelerate organic sales growth, because obviously at the low-end, that would not be an acceleration.”
“Going forward, this 1 billion shares and the rapid growth in shares outstanding should abate, and we should start driving revenue in the second half of this year and 2027.”
“While we expect Q1 sell-out trends for both divisions to be broadly consistent with trends in the second half of fiscal 2026, the timing of customer orders and prior year comparables are contributing to fluctuations in our year-over-year sales trends.”
“On the expense side, adjusted operating expenses were $136.2 million, up 26% year-over-year, primarily due to higher trading-related activity and investment in new products, a meaningfully slower growth rate than our revenue, which is the operating leverage story I want to spend a minute on.”
“For fiscal Q1 2027, on a historical presentation of revenue basis, we expect total revenue to be in the range of $432.5 million-$442.5 million, and core revenue to be in the range of $398 million-$408 million, reflecting 11%-14% year-over-year growth.”
“We expect our margins to improve as our volumes continue to recover, reducing the impact of our fixed overhead on each unit sale and as our cost reduction initiatives take further effect.”
“When I look at the implied margin guide for 2026, it's about 20 basis points higher than the full year outlook you guys gave last quarter, and that's despite revenue being about $100 million higher.”
“For the full year, overall gross profit was $111 million, representing gross margins of 27.7%, compared to gross margins of 32.1% in the prior fiscal year.”
“As you have seen, third quarter revenue, margin, and earnings all exceeded our outlook, with growth across all of our end markets, led by data center and industrial, propelling us to the first $4 billion quarter in ADI's history.”
“Given the brighter than expected performance in the second quarter, could management provide the guidance on the company's revenue trends and margin outlook for the second half of 2026?”
“Gross margin increased to 57% for the three months ended June 30th, 2026, compared to 55% for the three months ended June 30th, 2025, due to the increase in both revenue and cost of sales.”
“While our uCloudlink 1.0 international data connectivity business has been affected by macro headwinds, this same condition has created new opportunities for the G50 Max and premium solutions, driving demand from the resilient, reliable connectivity in critical environments.”
“After a terrific fiscal 2026, where we reported our highest ever EBITDA and PAT, we continue to deliver on our promise of profitable growth in spite of the uncertain global macroeconomic situation and grid-related challenges in India.”
“Breaking it down by division for the second quarter of 2026 and compared to the same period last year, with respect to Australia, our real estate revenue increased by 1% to AUD 2.8 million, and our operating income of AUD 1.3 million remained relatively flat.”
“Together with approximately 2,000 vehicles produced, operating footprint across the world, more than 1.5 million registered domestic users, and $1.39 billion cash reserve, we have the operating momentum, global opportunities, and financial resources to execute our full year's target and support sustainable growth beyond 2026.”
“Gross margin for FY 2026 of 28.6% was up 70 basis points year-over-year, consistent with our expectation that average backlog margin will continue to increase as we convert legacy lower margin backlog and bring in new bookings that we believe will be in line with our targeted margin profile.”
“Orders grew 56%, revenue grew 36%, and earnings per share grew 79%, alongside robust free cash flow generation.”
“[Non-English content] Our overseas business maintained rapid growth in Q2, with overall membership revenue grew 40% year-over-year, and we remain profitable on a managerial accounting basis.”
“In the second quarter, our gross margin was 33.7%, an increase of approximately 25 basis points from the second quarter of last year, which was primarily driven by the benefit from the IEEPA tariff refund, largely offset by incremental cost pressures related to fuel, energy, and other product input costs, as well as a change in mix as a result of the GMS acquisition.”
“Excluding the impact of these items, adjusted operating margin was 7.1% of sales in the current quarter, compared to adjusted operating margin of 9.0% of sales in the prior year quarter.”
“For the full year of 2026, we expect cash usage to be in the range of approximately $8.5 million-$9.5 million.”
“As our revenue expands and fleet utilization climbs in the second half of this year, we expect contribution margin to land between 21%-23% for the second half of this year.”
“Italy posted a 19% increase or 11% when excluding construction service at Toscana Aeroporti, and margin expanding 3.1 percentage points on passenger growth and higher duty-free and VIP lounge revenues.”
“As adoption growth and monetization progresses, we expect them to become a more meaningful contributor to overall profitability.”
“Outdoor Performance adjusted operating profit margin expanded 800 basis points from last year to 14.6% in Q2, including a 270 basis point positive impact from net tariff refunds.”
“That said, depending on how these dynamics evolve, we continue to target double-digit growth throughout 2026, supported by stronger execution across key verticals and a more diversified revenue base.”
“By removing our own access constraints and working on what we've done over the last six months and will continue to work on beyond that, it will continue to drive growth, it will continue to drive revenue for the company, and we are positioned truly in the best spot that we can be.”
“We talked about the timing of shipping orders to customers and how that impacted quarterly revenue numbers.”
“I think lastly, you guys called out in the press release that the 757 megawatts growth in phase one and two align with Governor Abbott's data center directive.”
“USD 79 million of revenue, USD 24 million of gross operating margins, and USD 15.2 million of earnings from operations, which is revenue less COGS, less corporate G&A.”
“In contrast, second quarter 2026 followed two consecutive quarters of price pressure, and in that environment, both customers and miners took a more measured approach, delaying new commitments until the outlook improves.”
“Fourth quarter revenue of $1.316 billion increased 45% year-over-year and exceeded the top end of our guidance range.”
“In the fourth quarter of 2026, we expect recurring infrastructure revenue, GPU-as-a-service colocation and hosting of approximately $17 million-$18 million, which represent an expected annualized recurring revenue exit run rate in excess of $70 million, contracted under multi-year agreements and carrying gross margins well above 70%.”
“But in total, we assume lower teens growth and revise our full-year expectations slightly upwards to 12%-14% growth year-on-year.”
“If you have a look at potash as an example, that's another area where we expect very significant long-term demand.”
“Based on current trends and our operating plan, we expect a return to year-over-year growth in the second half of fiscal 2026, with second half net revenues of at least $8.7 million, up at least approximately 10% from the second half of fiscal 2025.”
“We generated $17.4 million positive operating cash flow for the first half of 2026, primarily driven by customer prepayments, which totaled $60.8 million at June 30th.”
“I would like to start today's call with a brief update on recent developments since the Q1 filing of our quarterly Form 10-Q and our outlook for moving forward.”
“While we remain confident of continuing to see solid growth year-over-year, we will not be providing revenue guidance for 2026 at this point in time.”
“Our organic growth target remains consistent with the modest growth that we've put out historically, around 3% on an annual basis after the initial year of acquisition.”
“As we move through the second half of 2026, our priorities remain clear: converting a growing pipeline into revenue, continuing to improve the economics of the business, maintaining financial discipline, and executing against our path toward profitability.”
“Cost of revenue was $1.2 million compared to $2.3 million, a decrease of 47%, driven by lower satellite and related software depreciation and reduced contractual material and labor costs.”
“Therefore, we are on track to deliver on the year of 2027 guidance of $620 all-in cash costs, total cash costs per ton as we continue to increase production volumes.”
“Supported by favorable demand fundamentals across our footprint, including infrastructure investment, population and economic growth, and healthy commercial and residential construction activity, we remain confident in maintaining our 2026 guidance.”
“Mining margin in the current quarter was supported by $145,000 in curtailment and energy sales, which was recognized as a reduction of cost of revenues set against an average Bitcoin price that declined to $72,000 in the second quarter of 2026, from around $75,700 in the first quarter of 2026.”
“Our expectation for 2027 is a 50%-55% growth in revenue, driven by continued organic growth in our legacy products, as well as the full year effect of the ConnectAndSell business that we acquired.”
“As we move into 2027, we expect to be in a stronger position to begin translating that foundation into broader adoption and commercial growth upon receipt of a permanent J-code expected in April of next year.”
“The good news, if there is good news in that regard, because we wanted that deal if we would have gotten all the conditions that we require, is that this is going to have no impact on cash flow in 2026 because that deal would have required us to make some investments in order to handle that particular deal.”
“Margin was negatively impacted quarter-over-quarter, primarily by a $1.2 million write-down of certain costs related to the Troy project, along with a higher mix of hardware charging station sales and higher replacement warranty costs of certain DC chargers.”
“We anticipate being able to share more with you in the near future about growth in our contracted power capacity, as well as how we are building out our team to continue to scale our power footprint.”
“Joint development and contract research revenue decreased from $2.3 million in the prior year period, reflecting the completion of projects with existing customers.”
“Cost of revenue for the second quarter was $0.1 million, resulting in gross profit of $2.4 million, a gross margin of approximately 97%.”
“This growth came despite a 38% year-over-year decline in exchange revenue as crypto market volumes remained under pressure throughout the quarter.”
“We have very bullish expectations for RZR and for the full year in 2026, we expect the revenue to nearly double year-over-year.”
“Cut herb sales increased more than 42%, driven by continued growth with existing customers and newer programs with major retailers, including Kroger, Target, and Weis.”
“Given your sites in North Tonawanda, Buffalo, New York, does the one-year moratorium on data centers in New York impact your ability to meet your targets of exiting 2027, delivering on 10 MW for NeoCloudz and 99 additional 50 MW for colocation data centers for HPC?”
“Excluding our JV loss in the quarter, which was primarily impacted by large non-cash items, our net operating income increased 22% from the prior year period, driven by our multifamily, office, and hotel segments.”
“We have increased revenue from sales to end customers, 124 MW average, and also inflation adjustment on RBO revenue for plants that receive by quota.”
“We currently expect to achieve a sustainable net cash flow margin of 15%-20% moving forward, driven by project cash flows and the substantial upfront payments we collect from our customers.”
“Our expectation for 2027 is a 50%-55% growth in revenue, driven by continued organic growth in our legacy products, as well as the full year effect of the ConnectAndSell business that we acquired.”
“Considering that shift, combined with the opportunities already in our pipeline, we expect continued growth and are targeting profitability for the second half of 2026.”
“Our efficiency ratio stood at 45.4%, while investments in innovation and digital capabilities continue to broaden our revenue base, deepen customer engagement, foster financial inclusion, and support more scalable growth.”
“On a normalized basis, the net interest margin for the second quarter, excluding the one-time impact that I mentioned as part of the asset resolution plan, was 4.07%, which was driven by positive trends and cost of funds, which decreased 24 basis points from the prior quarter to 2.66%.”
“We are going to be up to 15-16 drills turning at Boumadine, and we expect to complete the 200,000-m program as we have, and if everything goes well, maybe a little bit more.”
“Based on currently available information, we expect total revenue for the third quarter of 2026 to be between $41 million and $42 million, representing year-over-year growth of 15.8%-18.6%.”
“Looking ahead, we still expect modest pay deployment revenue at the JV during 2026, but more meaningful commercial revenue beginning in 2027 as our Core and Prime deployments come online.”
“Our improvements in revenue growth and cost efficiencies continues and strengthens our financial foundation, which means we expect we would achieve a higher gross margin in the second half of 2026.”
“While we do not provide a fuel margin forecast, as this is difficult to predict, particularly in volatile markets, our outlook for adjusted EBITDA assumes that fuel margins moderate in the low $0.40 per gallon range for the second half of the year, consistent with our historical average.”
“Adjusted EBITDA for the quarter was a loss of $9.5 million, slightly elevated from the $8.9 million loss from the prior year quarter due to an increased operating expenses offsetting profitability growth in our gross margins.”
“We now expect 2026 adjusted operating income margin to be approximately 14.9%, up 30 basis points compared to our prior guidance of 14.6%.”
“Looking beyond the convenience channel, we anticipate onboarding additional independents, cash-and-carry operators, and a new digital-first convenience chain to help fill out that 5,000-store footprint, each contributing incremental stocking orders that support gross margin improvement.”
“In order to better reflect changes in the expected product mix and volume expectations for the second half of the year, we are revising our full year 2026 guidance of revenue to fall within the range of $35 million to $43 million, unit deliveries to be within the range of 250 to 350 units, and non-GAAP operating loss to be in the range of $14.7 million to $11.4 million.”
“Cost of revenues was $44.8 million during the quarter, accounting for 43.6% of total revenues.”
“That's $50.1 million of services revenue, which is primarily the Xe-100 design work under the Advanced Reactor Demonstration Program.”
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