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 1441–1536 of 6702.显示第 1441–1536 条，共 6702 条。
“We expect third quarter revenue in the range of $145 million-$148 million, and adjusted EBITDA in the range of $42 million-$45 million, or a margin of 29%-30%.”
“Now, with the FDA approval of our NDA in hand and positive data from the mutant cohort, we expect to submit the data from the mutant cohort to the FDA as an sNDA in the third quarter of 2026, and we expect to submit VIKTORIA-1 phase III data for both the wild-type and mutant cohorts to global regulatory authorities following the sNDA submission.”
“On the civil side, Boeing and Airbus released their 20-year commercial market outlooks, which called for air traffic growth of approximately 4% annually and the delivery of more than 40,000 new aircraft, and a near doubling of the global installed service fleet.”
“With continued supply chain cost inflation that we may not be able to immediately pass through and some higher margin opportunities pushed into 2027, we now expect gross margin of 17%-19% for the second half of the year, and an adjusted EBITDA loss of $62 million-$65 million for the full year.”
“In addition, we are narrowing our ranges for operating margin to 13.5%-40% of revenue and adjusted EBITDA to $130 million-$40 million, representing anticipated growth of approximately 90%-100% over full year 2025.”
“For the six months, cloud revenue increased 29% year-over-year at a gross margin of 58%.”
“For the full year, we expect revenue to be in the range $2.78 billion-$2.82 billion, and for adjusted operating income to be in the range of $1.46 billion-$1.51 billion.”
“These new bank channels contributed approximately $200 million of sales during the quarter, and we expect them to become a very meaningful source of growth as they scale.”
“At ASRS, we presented new secondary endpoint data demonstrating subjects treated with tinlarebant showed a halt to slightly decreased QAF values, decreased by approximately 2% at month 25 compared to baseline.”
“Based on our current outlook, we expect the second half SSNO revenue implied by our guidance will be split roughly 45% in the third quarter and 55% in the fourth quarter, with new partnerships already signed and coming online this quarter driving that expected sequential growth.”
“Second quarter revenue grew 10.6% to $23.4 million, extending our trailing 12-month revenue growth to 15.7%, and gross margin expanded 445 basis points to 51.9%.”
“Given this continued momentum for fiscal 2026, we raised our guidance for revenue growth to 15% in constant currency and adjusted EBITDA of at least EUR 710 million.”
“Inflationary pressures increased during the quarter, with annual inflation reaching 6.0% in July, moving further off from the central bank's target.”
“Based on the strength of our second quarter results and the continued execution of our key strategic initiatives, we are increasing our full year revenue and adjusted EBITDA guidance to a revenue range greater than $2.6 billion and adjusted EBITDA greater than $365 million.”
“YORVIPATH revenue was EUR 252 million in Q2, reflecting consistent new patient demand in the U.S.”
“Looking ahead, we expect conditions to remain dynamic through the second half of 2026, but we are confident in the strength of our plans, the agility of our operating model, and our continued financial discipline as we work to maximize full-year results and strengthen the foundation for future growth.”
“Our current cash burn reflects deliberate investment in the team, technology, and infrastructure required to convert our commercial pipeline into scaled revenue, and we're being careful about which financing and operating decisions we make and when to do what's right for shareholders over the long term.”
“As those products and customer programs move further towards commercialization, we expect the opportunity for a more favorable mix of a higher margin revenue.”
“As a result, we expect to grow our process diagnostics and control business more than 50% in calendar 2026, and we have a strong pipeline of new products that will fuel growth in 2027 and beyond.”
“We are maintaining our full year revenue growth guidance of 6%-7%, with volume and price expected to contribute equally.”
“In addition, following a more muted growth backdrop in fiscal 2026, we expect potentially greater contribution from higher margin flow control sales in fiscal 2027 as MRO and project activity across process end markets improve following a greater level of deferred spending this past year, particularly in chemicals and refining verticals.”
“We expect the majority of this backlog to convert to revenue within the next 12 months.”
“Adjusted EBITDA reached BRL 918 million, growing 3% year-over-year with an adjusted EBITDA margin of 46.2%, a contraction of 190 basis points compared to the same period last year.”
“For the third quarter of 2026, we expect adjusted EBITDA between $3.4 million and $3.6 million, representing an adjusted EBITDA margin of approximately 32% at the midpoint and adjusted EPS of between $0.26 and $0.28 per share.”
“Our next earnings call for the fiscal second quarter ending September 30, 2026, will coincide with the filing of our quarterly report on Form 10-Q in November 2026.”
“That takes its time, getting those new customers where we are now a nationwide player, but it is coming in exactly as expected, and that's then the part that we expect to see really, not just with the momentum and orders coming, but really with revenue and profitability in 2027 as the last piece of it.”
“I am proud to say that Selling Power named ADI one of its 60 best companies to sell for in 2025 for the fifth consecutive year, reflecting the investments we continue to make in the people, tools, and training that help our team serve customers and drive growth.”
“As Ameet noted, we expect to save an additional $10 million on an annual basis as a result of the strategic reorganization we announced in June.”
“For the quarter ended June 30, 2026, Abeona reported net ZEVASKYN revenue of $11.4 million, representing a quarter-over-quarter increase of 31% or $2.7 million compared to $8.7 million in the first quarter of 2026.”
“As permanent financing for NC-1 progresses, we expect greater flexibility to advance the next opportunities in our pipeline.”
“By the end of 2026, we will be fully entering a phase of meaningful growth supported by secure licenses, expanding fleets, recurring orders, solid revenue, and profitability in overseas markets.”
“One additional highlight worth noting, in the second quarter of 2026, five customers accounted for approximately 74% of our revenue.”
“As a result of our strong first half performance and the visibility we now have into the remainder of the year, we are raising our full year revenue guidance to between $78 million and $81 million, up from our previous guidance range of $75 million-$77 million.”
“Gross profit dollars increased 12%, with margins improving sequentially from the first quarter.”
“This strong execution, combined with our outlook for the second half of the year, gives us the confidence to raise the midpoint of our full year guidance for revenue by $50 million and for earnings per share by $0.10, representing 17% year-over-year earnings growth.”
“In Q2 2026, we delivered 17.5 million payable pounds of zinc ahead of the mine plan with C1 cash cost of $0.88 per pound and AISC of $0.96 per pound, both below our full year guidance ranges.”
“Based on our continued success in sourcing cells from the non-FEOC international suppliers and firming customer demand, we now expect full-year 2026 production and sales to fall near the high end of our guidance range of 3.1-4.2 GW.”
“Turning to guidance, we have updated our outlook for the remainder of 2026 and increased XDEMVY full year net product sales guidance to $685 million-$705 million from our prior guidance of $670 million-$700 million.”
“With respect to profitability, we are maintaining our full year adjusted EBITDA guidance of $400 million to $420 million, inclusive of the incremental World Cup-related customer support, as well as regulatory advocacy costs.”
“Unit volume rose 14%, though currency headwinds dampened reported sales growth, which came in at 2%.”
“As a result, we're reaffirming our full-year revenue guidance, which at the midpoint represents 50% year-over-year core revenue growth.”
“For the full year of 2026, we are raising our revenue guidance range and expect total revenue in the range of $340 million-$380 million, representing approximately 12% year-over-year growth at the midpoint of the range.”
“Our existing 10-year agreement with Trafigura covers 8,000 tons annually and represents over 40% of our target contracted volumes.”
“On revenues, we reaffirm that we expect to finish the year with an annualized run rate of revenues between $42 million and $46 million, up from the $39.4 million run rate in this past quarter.”
“We now anticipate full-year revenue to be between $400 million and ILS 410 million, or $405 million to the midpoint, reflecting the outperformance of our Q2 results and increased visibility supported by early execution and elevated transaction volume from live events.”
“First, we expect comparable restaurant revenues to be between 0.5% and 1.5%, excluding the impact of deferred loyalty revenue.”
“Those should contribute meaningfully to the revenue, but the other 40 or so plus in the customer pipeline will also allow us to overachieve that 36 target by the end of the year.”
“Our current outlook reflects lower volumes from a large OEM Security customer, which we expect will result in $40 million-$50 million less revenue in the second half of 2026 versus the same period in the prior year.”
“Gross margin expanded as well, and we expect continued expansion in the mid 30% area over time.”
“On July 13, we announced our preliminary second quarter revenue expectations and revised our full year 2026 outlook.”
“Adjusted EBITDA for the quarter was positive $1.6 million, compared to $580,000 in the same year-ago quarter, driven by revenue growth and contribution margin improvement.”
“This continued growth keeps us on track with our full year 2026 revenue guidance.”
“From a margin perspective, we continue to benefit from our scale, growth profile, and vendor relationships as we work to achieve the $120 million-$125 million procurement synergy target we outlined at our Investor Day.”
“Nevertheless, we ended the quarter with $20.5 million in cash, approximately $2.1 million of total debt, and we expect existing liquidity, anticipated operating cash flows, and borrowing availability to be sufficient to fund our operations over the next 12 months.”
“The revenue reduction was largely contained to a limited number of large customers that utilized the lower margin managed services in 2025, an offering from which we have been transitioning away since acquiring Medicx Health in 2023, and one of our large customers in 2025 that has not generated revenue this quarter, as well as a decrease in demand due to macroeconomic factors, including MFN pricing dynamics.”
“Certainly, we hold to our statement previously that by mid-2027, we expect to be cash flow positive company-wide.”
“Net of this, we generated strong free cash flow of $93 million, which represents a 23% margin for the quarter and 22% for the first half of the year, which supports our confidence in achieving our 20% free cash flow margin target for full year 2026.”
“We expect this approach to provide one of the clearest pathways to benefit from new expedited licensing pathways, including Part 53 and proposed Part 57, shortened deployment schedules, and economies of scale.”
“We are reaffirming our full-year 2026 Adjusted EBITDA guidance, which we continue to expect in the range of $122 million-$132 million, representing approximately 10% year-over-year growth and a 32% margin on a contribution ex-TAC basis at the midpoint.”
“Excluding inventory provisions and SPL program-related revenue, non-GAAP adjusted gross margin was 77% in the second quarter of 2026 compared to non-GAAP adjusted gross margin of 83% in the second quarter of 2025.”
“With respect to fiscal 2027, we anticipate generating significant free cash flow on an underlying basis.”
“While this is obviously a wide range, it gives us a high degree of confidence in our ability to grow at least, in line with the top end of our 10%-20% growth target range.”
“Product revenue for the three months and six months ended June 30th, 2026, was $0.6 million and $0.8 million respectively.”
“We would not read a single quarter as a new run rate, but as we have said previously, we continue to expect 2026 free cash flow conversion to be approximately 25%-30% of adjusted EBITDA on a full year basis.”
“We have also seen consistent growth in the number of customers contributing more than $100,000 in core advertising revenue on a trailing 12-month basis.”
“Sales for the third quarter decreased 8.4% to $458.5 million, compared to $500.3 million a year ago, reflecting softer customer demand in our retail business during the quarter as well as the loss of sales from the closure of 80 underperforming stores as part of our ongoing efforts to improve our cost structure.”
“In total, these leases are about 3.5% of our leasing revenue for the year ending 2026.”
“We expected that we would deliver quarter-on-quarter growth throughout the year as well as becoming the market leader in the menin space in the NPM1 mutant population.”
“For the second half of 2026, we expect revenue to be in the range of $1.46 billion to $1.51 billion, reflecting mid-single-digit growth for both Wrangler and Helly Hansen, excluding the impact of the 53rd week in 2025.”
“Despite the $3.9 million increase in R&D expenses from last year, the acquisition improved our operating leverage by adding higher margin revenue and leveraging our existing operating infrastructure.”
“Based on what we see today, we expect revenue in the second half of 2026 to be approximately 15% higher than the first half of the year, positioning us to deliver high single-digit revenue growth for the full year while continuing to improve profitability and generate positive operating cash flow.”
“Based on the progress we made in 2025 and the momentum continuing into Q2 2026, we remain confident in achieving our target of adjusted EBITDA and positive cash flow in the fourth quarter of 2026 and delivering full-year profitability on an adjusted EBITDA basis and positive cash flow in 2027.”
“Franchise level margin was $60.3 million or 37.4% of franchise revenues, compared to $66.2 million or 39.3% a year ago.”
“Reflecting our continuing strong profitability, ongoing and significant positive cash flow, and strong balance sheet, the board of directors declared a dividend of $10 million for the quarter, which represents $0.50 per share, in line with our standard dividend policy.”
“Q2 2026 mine site AISC came in at $3,371 per oz sold at the lower end of our revised guidance range, reflecting increased rates of mining, hauling and stacking, cost pressures related to royalties and excise taxes from stronger than anticipated gold prices, and higher diesel and explosive costs.”
“We also completed an equity offering that provided approximately $18.3 million in net proceeds in late July to support these efforts, which we expect to extend our runway into late first quarter 2027 and through a potential launch of 3107, if approved.”
“Our performance through the first half of the year, together with the visibility that we have today, gives us the confidence to raise our full year revenue outlook to approximately $43 million.”
“Retail digital customers reached 86%, while commercial digital customers increased to 76%, supported by more targeted digitalization initiatives.”
“Gross margin improved to 30% compared to 28% in the prior year period, primarily reflecting increased scale and improved operating leverage over our fixed manufacturing and operating cost base as revenue increased.”
“Our Q2 adjusted gross profit grew 20% quarter-over-quarter, from $960,000 to $1.2 million.”
“By our next earnings call, we expect to check off at least two more, including surpassing our $10 million revenue milestone and completing our initial customer site deployment with two additional milestones expected by year-end.”
“During the second quarter of 2026, $0.2 million of cost of goods sold related to the cost of units recorded as sales revenue during the period, and the remainder were primarily comprised of a $0.7 million inventory reserve recorded to reduce certain inventory balances to their estimated net realizable value, as well as overhead related to unused production capacity, which was recorded as an expense in the period.”
“For Q3 2026, we expect to deliver broadband revenue between $125 million and $135 million, gross margins between 51% and 52%, reflecting the elevated memory costs, operating profit between $23 million and $28 million, and EPS of between $0.15 and $0.19.”
“For the full year, we now expect net new store openings of 30-33, net sales of $4.7 billion-$4.72 billion, comparable store sales in the range of negative 0.5%-0.0%, gross margin of 29.8%-30%.”
“This continued strong execution drives our upwards revised full year 2026 revenue guidance to a 32% year-on-year growth before accounting for Passport, which represents further acceleration from 2025's fast revenue growth, which stood at 28%.”
“SOL per share on a fully diluted basis was 0.0730, which is up from 0.0669 at March 31st, which translates to an annualized growth rate of approximately 36%.”
“Geoblocks 2 and 3 are identical in design, and we expect to apply the learnings from Geoblock 1 commissioning process to continue optimizing production ramp at subsequent geoblocks.”
“Gross margin of 62.4% were above our expectation, largely attributable to our full price selling model and adjusted operating income doubled versus a year ago, coming in at $8.6 million.”
“The margin per GEO is increased from $1,559 per GEO in 2022 to $4,352 per GEO in 2026, a 179% increase, while during this time the gold price has increased 160%.”
“Gross profit increased 65% to approximately $23 million, with gross margin expanding more than 500 basis points to approximately 20%.”
“Cost of revenues decreased by 2.6% to RMB 92.6 million from RMB 95.1 million in the same period of last year.”
“With this performance, we continue to believe that 2026 will be a breakout year for Journey Medical with respect to both revenue growth and profitability.”
“In the second half, we expect initiatives including Nikon Eyes, store segmentation, and continued enhancements to our premium frame and lens assortments to contribute approximately 100 to 200 basis points to ticket growth, helping to further offset traffic headwinds.”
“As implied by guidance, which I'll speak to in a few moments, we are expecting to turn EBITDA positive in the second half of 2026 as we ramp up deliveries against our meaningfully larger backlog and realize increased production from our new Hyperion facility.”
“We've already ordered additional production equipment for the MX-1-B01, and we expect it to be operational by mid-2027, with initial commercial shipments and revenue expected to follow as that capacity comes online and customer programs complete qualification.”
“I think for us, there's a number of other growth initiatives underway, improving the cathode plant utilization, and we expect to see some updates on that exploration they've been doing over the past 18 months going forwards.”
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