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 1345–1440 of 6702.显示第 1345–1440 条，共 6702 条。
“In our press release issued earlier today, we reaffirmed our previously issued revenue guidance of $8 million for calendar 2026, representing approximately 15% growth over calendar year 2025.”
“With DaaS margin economics expected to land in the 60%-70% range on these large engagements, securing even one of these engagements could materially improve our EPS outlook.”
“Adjusted operating margin is expected to be approximately 10.4%, an increase of 130 basis points compared to last year, with the improvement driven by revenue growth and disciplined cost management, which more than offset the impact of higher tariffs and elevated oil prices on gross margin.”
“The CSPG produced on the qualification line is representative of material we expect to produce in a future commercial setting, and we expect the line to support additional bulk sample production for customer qualification activities.”
“In total, we expect 21 billion cubic feet per day of natural gas demand growth by 2031, much of which will be met by growth in the Marcellus, Utica, and Haynesville Shale.”
“With the first half of 2026 behind us, Vuzix is focused around our three core growth pillars: enterprise smart glasses, OEM products and solutions, and waveguides.”
“As I will explain further in my prepared remarks, these efforts will ensure we are on target to achieve break-even profitability with revenue growth at or near $125 million-$130 million of annualized revenue in fiscal year 2025, or approximately 11% year-over-year growth from the high point of our fiscal 2026 guide.”
“Our total revenue was $8.5 million for the six months ended June 30th, 2026, compared to $8 million for the six months ended June 30th, 2025, an increase of 7% year-over-year.”
“We confirm our financial guidance for the fiscal year 2026 with product sales of EUR 135 million-EUR 150 million and total revenues of EUR 145 million-EUR 160 million.”
“Our ability to ensure supply under these circumstances, supported by a significant increase in diesel imports, strengthened Ipiranga's competitive position and contributed to 8% volume growth in the first half of 2026, compared with market growth of 3%.”
“With our higher margin systems integration and facilities management revenue streams representing a larger portion of our revenue and other income mix, profitability improved during the quarter with consolidated gross profit up 11% and Adjusted EBITDA up 12%, even as total revenue declined 20% due to the expected pullback in procurement.”
“Fourth quarter EPS of $1.32 increased 28% versus last year, also exceeding our guidance, despite a headwind of more than $0.05 from a higher tax rate versus plan due to a number of discrete items.”
“Over the past 12 months, we have meaningfully increased our physician user base and surgical case volume, and we expect to continue to build on that momentum through sales force expansion, increased physician and distributor engagement, and future product launches.”
“Let's just say if you're thinking about 3 million tons per year, which is the target capacity for the Hidden Gem, that alone, if processed domestically, depending on whose model you're looking at could satisfy somewhere from a quarter to maybe a third of domestic needs based on current demand for nickel and cobalt.”
“EBITDA for the second quarter of 2026, excluding non-cash share-based payment expense, increased 44% to MXN 1.6 billion, driven by strong sales growth, improved gross margin, and operational efficiencies.”
“Then just bigger picture, as you start to move into the millions of dollars of revenue, where should we start to see gross margins shake out as volumes pick up?”
“Lastly, our global business delivered over 18% net revenue growth in the second quarter, driven by almost 13% organic and over 2% acquisition growth, as well as positive foreign exchange impacts.”
“Non-GAAP gross margin was 47.2% for the quarter, compared to 47.7% in the same period last year, driven by the adverse impact of the strong Israeli shekel, in which many of our expenses are incurred, partially offset by the contribution of higher consumables revenue margins and an improvement from 46.3% last quarter.”
“As our revenue growth drives most of our adjusted EBITDA growth, we are also reducing our full year 2026 adjusted EBITDA margin guidance to a range of 8%-9%.”
“Turning to cash flows on slide 17, cash used in operating activities was $22.8 million during the first six months of 2026, compared with $7.2 million in the prior year period.”
“Going forward, our focus is on converting improved product availability and more efficient consumer acquisition into sustainable revenue growth and improved profitability.”
“Importantly, within our field sales targeted universe, market share increased to 8%, up from 4% in the prior year quarter.”
“The Mortgage segment improved Q1 year-over-year profitability by $1.4 million, and then followed that great performance in Q2 with a $1.6 million improvement, for a total $3 million profit improvement for the first half of 2026.”
“For a 100-MW build-out, which we estimate at $1.2 billion-$1.3 billion, we would target 70%-80% project level debt, likely high yield notes sized against the contracted tenant cash flows under the lease, with the remaining 20%-30% from Soluna contributions or third-party project equity.”
“As a result of this reassessment, we reduced the estimated value of certain claims and recorded a cumulative catch-up adjustment that negatively impacts revenue and gross profit for the quarter of $102.3 million and $93.6 million, respectively.”
“While we continue to expect to recognize the vast majority of this revenue, given the lower AUM trends and the other industry headwinds I just mentioned, we now expect total revenue to be in the range of $70 million-$80 million for the full year 2026.”
“With several important project development milestones achieved, including completion of final major permitting and FEL-3 engineering, our current investment profile is increasingly focused on targeted pre-construction and strategic development activities as we position the Muskogee refinery for construction.”
“Adjusted net revenue grew by 9.4% year-on-year, mainly reflecting the tariff and the expansion of customers.”
“For the full year 2026, we're reiterating guidance of revenue of approximately $1 million, adjusted operating expenses of $98 million or less, and total cash usage of $93 million or less.”
“We expect that quarterly cash basis SG&A, excluding milestones, royalties, and severance, will fluctuate in 2026 as we continue to invest in the expected growth of ZELSUVMI and as we prepare XEPI and XEGLYZE for commercialization.”
“Without the VAT adjustment, which was approximately $4 million, and the increased marketing investment of $3 million, adjusted EBITDA margin for the segment would have been about 40%.”
“So for example, our earnings yield being higher relative to kind of that bond yield, if you will, for your equity risk premium, and the growth of our companies being significantly in excess of what the average company is going to be giving you on a multi-year basis makes us feel really good that not just perhaps that the market has a reasonable chance of doing well from here, but more importantly, that the individual kind of 12 to 15 securities that we hold at any one time have a very good chance of doing significantly better than that.”
“Based on our current operating plan, we expect our existing cash and investments to be sufficient to fund operations through 2027, which importantly carries us through the anticipated 12-month top-line readout from our PRECISE-AD phase I trial expected in the first quarter of 2027.”
“Marine political risk and political violence all saw increased demand because of elevated geopolitical uncertainty during the quarter, particularly across the Middle East, where disruption to trade flows and heightened conflict-related risks resulted in strong demand and favorable pricing.”
“Cash OpEx subsidies and provisions were broadly flat at PHP 41.7 billion, supporting EBITDA of PHP 56.1 billion in a stable 52% margin.”
“Of the $39.1 million increase, $35.8 million was attributable to higher sales volumes and $3.3 million to higher realized pricing.”
“Same-practice revenue growth was 2.3% during the quarter and 3.2% year to date, reflecting continued patient demand, reimbursement growth, and increased provider capacity.”
“Based on our results, backlog, and current visibility, we are also increasing our full-year 2026 revenue target to a range of $525 million-$550 million.”
“Revenue for the second quarter of 2026 was $1.97 million, compared with approximately $1.7 million in the prior year quarter, representing an increase of 14%, while U.S.”
“You feel comfortable, but given the macro that we are seeing in Brazil, how do you think about the growth outlook maybe going into 2027 and the ability to maintain this level of risk-adjusted NIM?”
“I think the main message is you see a return to gross margin growth that is driven by pricing kicking in, as we also said after our quarter 1 results.”
“Direct adjusted G&A was CAD 15 million, or 3.8% of reported revenue, well below our 5% targeted threshold, demonstrating operating leverage on stronger revenue.”
“We delivered 16% year-over-year product revenue growth, increased gross margins of 59.9%, and received product orders of $2.7 million, representing an increase of 43%.”
“Our quarterly adjusted EBITDA was $5.7 million, an improvement of $9.5 million from negative $3.8 million reported in the same quarter last year, primarily due to growth in high-margin affiliate fee and licensing revenue and lower general and administrative expenses, partially offset by continued investment in programming, production, and OTT initiatives.”
“Full-year revenue for 2026 is still expected to total $40 million to $45 million.”
“For context, while this modification did reduce planned adjusted gross margin by over 60 basis points through the first half of the year, as reflected in the 16.5% of adjusted gross margin, it has no impact on adjusted EBITDA, net income, or cash flows, as there was a direct offset in SG&A expense.”
“Just to close out on the thread of where we think about that goes, we expect to increase enthusiasm from our fans and partners to create tailwinds across every aspect of our business for fiscal 2027, like tickets, sponsorship suites, as well as food and beverage and merchandise sales.”
“We expect meaningful revenue in 2027 to be coming from the next phase.”
“We are pleased to report that the company continued to perform well with continued strength in our 2026 Q2 sales, earnings, and booking results, and a growing backlog.”
“I would like to emphasize that 100% of our revenue this period were from off-the-shelf product sales to customers, all from enterprise, defense, mainly customers, and majority of that came from the U.S.”
“These results represent disciplined execution across our teams, building on our fiscal year 2026, where we delivered revenue growth, margin expansion, and positive net income, and a $646 million reduction in gross debt.”
“At the midpoint, that implies estimated standalone adjusted EBITDA margin expansion of approximately 130 basis points versus 2025, reflecting the continued improvement in the health of the backlog, strong aftermarket parts and service growth, and a favorable mix.”
“All of this progress in Q2 reinforces our commitment to and confidence in meeting or exceeding our full year guidance of $110 million-$115 million in revenue while returning to adjusted EBITDA profitability as we exit this year.”
“We do not actually expect the current facility timeline to have material impact on our 2026 revenue guidance.”
“In the first half of 2026 alone, net sales reached $129.9 million, up 29.9% year-over-year, and equal to approximately 61% of our full year 2025 net sales.”
“We delivered a strong quarter, highlighted by $206 million of revenue, more than four times the prior year, exited the quarter with approximately $1.8 billion of backlog and have positioned the company for the next phase of growth.”
“Revenue is up about 17% from the prior quarter, and our volume remains within our target range of approximately 2,500 to 3,000 tests.”
“Second, we completed a landmark transaction with the divestment of our Lima Sur Park, roughly 18%, as discussed today, above its appraised carrying value, with the capital to be reinvested in high return assets in targeted submarkets of Mexico, which is again central to a regional business model and ambitious growth plans.”
“We delivered 18% total revenue growth with Q2 revenue of $16.5 million, 20% recurring revenue growth to $13.7 million, and 23% procedure revenue growth to $10.2 million, while also achieving our strongest adjusted EBITDA performance to date.”
“Excluding the impact of acquisitions, organic revenue growth was nearly 60%, while backlog and awards grew organically by over 35% year-over-year.”
“For the full year, we now expect revenue between $2.66 billion and $2.7 billion, adjusted EBITDA between $200 million and $220 million, and adjusted EPS between $0.05 and $0.15.”
“We are targeting a significant increase in pipeline coverage for 2027 and widening where it comes from, starting up sales activity internationally and across the defense sector.”
“We anticipate the four new wells in our 2026 drilling program will add on to this growth, primarily in the fourth quarter, when the wells are expected to be contributing a full quarter of production.”
“Our guidance for fiscal 2027 is highlighted by organic sales growth and the accretive impact from Helvoet.”
“Operating expenses were $95 million, up 46% year over year, with increase due to two key components: an increase in court costs as a result of increased legal channel volumes and non-cash stock-based compensation expense resulting from the IPO.”
“We have introduced guidance for the third quarter and full-year 2026, the details of which are in our releases, but clearly are reflective of strong growth expectations, including 35% full-year revenue growth and 36% adjusted EBITDA growth.”
“Service revenues were $9.2 million, up from $7.5 million in the same period last year due to growth in service volumes related to the IRUs and autopilot product lines.”
“I think it is too soon for visibility into 2027 from a specific revenue and bookings perspective.”
“Q2 revenues grew by 7% sequentially, and we expect that underlying growth to continue, thanks to the consistent and deliberate customer diversification we have built and our strengthened balance sheet with $11.8 million in cash and no debt.”
“Service revenues were $9.2 million, up from $7.5 million in the same period last year due to growth in service volumes related to the IRUs and autopilot product lines.”
“Ultimately, it's the combination, the durability of the growth profile, the plaque proof points, and the mid-term gross margin targets of 85% that reinforce a conviction of getting the company to profitability in that 2028 timeframe.”
“At this point, we expect total company revenues for full year 2026 to land in the range of $215 million-$220 million, and we expect Adjusted EBITDA for the full year to be in the range of $30 million-$36 million.”
“The revenue increase in both periods was primarily attributable to unregulated revenue recognition of $2.1 million related to Infrastructure Coordination and Financing Agreements, also known as ICFAs, the acquisition of seven water systems from Tucson Water in July 2025, organic connection growth, increased consumption, and higher rates.”
“We expect that trajectory to carry forward into 2027 and drive strong year-over-year adjusted EBITDA growth with expanded margins in the low 30s.”
“Adjusted gross margin was 36.5%, slightly down as dollar weakness accelerated, primarily impacting our largest delivery center, Colombia, and our utilization remained below our targets.”
“We expect to see another one to three FLNG orders from the existing owners on this page within the next 6-12 months, further building on our thesis that the FLNG market will see similar development to that of the FPSO industry, which started in 1985 and now has grown to more than 250 units globally.”
“As we just raised our sales target for the current year, we are also raising our guidance for CapEx paid from RMB 9 billion to RMB 10 billion, most of which is in the second half.”
“We continue to expect full-year 2026 revenue to be in the range of $18 million-$22 million.”
“Focal One procedure volumes increased 47% year-over-year, demonstrating strong usage by existing programs, as well as the impact of new Focal One programs launched during the quarter.”
“As previewed in July, Figure generated $4.3 billion of consumer loan marketplace volume, beating the top end of our guidance by 4%, with 132% year-over-year growth.”
“Our gross margin increased to 33.4% in the quarter compared to 28.1% the prior year, driven by trade-related recoveries in the quarter.”
“We expect to select the long-term turbogenerator supplier during the latter half of 2026 and to begin flight testing the hybrid electric prototype in the first half of 2027.”
“We expect full-year adjusted gross margin to exceed 70%, inclusive of a potential commercial milestone expected to be recorded in the fourth quarter of 2026 upon achievement of certain net sales thresholds for ALKINDI SPRINKLE and KHINDIVI.”
“On container trade, as measured in TEUs Volume is projected to moderate from 4.6% growth in 2025 to just 3.7% in 2026, reflecting tariff impacts and slower global growth overall due to the geopolitical disruptions.”
“To put the second half in context, our guidance implies approximately 28% rental segment revenue growth in the back half against a second half of 2025 that itself grew approximately 36% year-over-year as large-scale mega projects began ramping across our network.”
“For the second quarter of fiscal 2027, we expect net sales in the range of $955 million-$995 million, with adjusted diluted EPS of $3.15-$3.25 per share, growing 21% versus prior year at the midpoint, which includes $42 million-$47 million of 45X benefits to cost of sales.”
“This will allow us to monetize our sporting business more effectively while also opening additional revenue streams around the games going forward.”
“We also attributed approximately $36.3 million of the $46.9 million of total backlog growth between Q2 2025 and Q2 2026 to tungsten product increases within AD&G market, driven by a mixture of price and volume.”
“Based on the magnitude of the contract reduction, the absence of a committed upsell from this customer at this time, and the limited time remaining in 2026, we no longer expect to achieve our original target for significant ARR growth by year-end.”
“Following the strength in volumes and the continued ramp-up of several large merchants, we are also raising our gross profit growth guidance to 25%-30% year-over-year.”
“We're establishing the performance benchmarks, customer relationships, and repeatable processes needed to support stronger and more efficient growth in 2027 and beyond.”
“Number 2, recurring revenue more than 95%, gross margin above 70%, software mix above 95%, increasing revenue per customer.”
“As revenue strengthens and cost discipline continues across the business, we remain on a steady path toward our 2026 profitability targets.”
“Commercially, we delivered 10% year-over-year revenue growth, continued expanding adoption across larger hospital systems and gastroenterology networks, renewed key customer relationships, and added new customers who recognize the value of our panoramic Capso platform.”
“In addition to net revenue and operating expenses, EPS was impacted by income tax expense of $12.7 million, as well as non-operating income and expenses net of approximately $4.2 million, associated with the mark to market of marketable equity securities and contingent consideration, which reflects the approximate fair value of future milestone and royalties payable to former Melinta shareholders.”
“Cost of revenue for the quarter was $45,000, resulting in a gross profit of approximately $121,000 compared to a gross profit of $131,000 in the prior year period.”
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