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 97–192 of 5581.显示第 97–192 条，共 5581 条。
“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.”
“Our 21% CRPO growth and 27% RPO growth signal that customers are continuing to make multi-year commitments to our platform as long-term AI transformations are taking hold.”
“Gross margin expanded 850 basis points to 42.9% and included a 680 basis point benefit related to the net impact of tariff refunds, reinvestments, and certain duties.”
“Our EPS guidance continues to assume an effective tax rate of approximately 24.5% and now contemplates up to $700 million of share repurchases in the back half of the year.”
“We saw European treatment volumes increase by 13% during the financial period, which boosted our revenue by 9% on the prior year in Europe.”
“Driven by sequentially higher manufacturing volumes, we project third quarter revenue to be between $1.3 billion and $1.5 billion, with gross margin expected to range between 13.5% and 15.5%.”
“I would say that's a very powerful figure to see that even after all our CapEx have been repaid, our operational cash flow will be between $700 million and $1 billion.”
“segment, NIM was 376 basis points, down 14 basis points from the prior quarter, primarily reflecting business mix as loan growth outpaced deposit growth along with lower product margins.”
“With a LNG shortfall of around 35 million tons this year after damages to the Gulf export infrastructure, gas-exposed power systems in Japan, South Korea, Taiwan, and Southeast Asia are running coal harder, and dependent estimates point to an additional 70 million-90 million tons of Asia Pacific thermal coal demand in 2026, with China comparatively insulated by its low gas penetration.”
“With continued AI-driven empowerment and deeper synergies between our two business segments, we are raising our 2028 non-GAAP operating profit target from RMB 550 million to RMB 700 million, reflecting our increased confidence in long-term growth potential.”
“Most importantly, even after stripping out the favorable impact of tariff refunds, our operating margin expanded 100 basis points and our adjusted EPS increased 38% on top of 39% last year.”
“Our top-line growth and increased operating leverage drove our net profit up 55% year-over-year, and our adjusted net profit reached RMB 704 million, with our adjusted net profit margin expanding to 8.9%.”
“We expect sales growth in the computing category to slow in the back half of the year as we lap two years of growth and a particularly strong Q3 last year, which included tailwinds from the end of support for the Windows 10 operating system.”
“The outlook also reflects $10 million-$11 million of ongoing traffic tariffs and related costs based on the current increased tariff rate of 12.5%, as well as approximately $3 million in longer-term investments.”
“But again, we do have plans, and we expect Q2, 3, and 4 to have more upward pressure on gross margin.”
“We expect MaintainX to contribute approximately $60 million to second half fiscal 2027 revenue and approximately $70 million to second half fiscal 2027 billings, both weighted slightly towards the fourth quarter, given the growth profile of the business.”
“We now expect comparable brand revenue growth of 4%-6.5%, and an operating margin in the range of 17.8%-18.2%.”
“Reflecting the high expected revenue generation and the operating leverage inherent in our business model, we are also increasing our EBITDA guidance to between $1 billion and $1.2 billion.”
“With those net asset inflows, mainland retail users now account for under 10% of our total client assets, down further from before, and their revenue contribution has come down from the 20%-25% range in full year 2025 and Q1 to a 15%-20% range in Q2.”
“We delivered record annual revenue of $579.4 million, expanded full-year gross margin by 150 basis points to 16.5%, generated $46.3 million in operating cash flow, and ended the year with $108.2 million of cash and no debt.”
“We delivered an outstanding Q3, achieving revenue of $2.477 billion, non-GAAP operating margin of 41.6% and non-GAAP EPS of $3.91, all beating the high end of our guidance range.”
“23% growth this quarter is obviously still incredibly impressive, although it's a bit of a slowdown, I think, from where we were a couple of quarters ago.”
“Around 2/3, or 65% of our contracted revenue is with investment-grade counterparties, which gives us a high degree of confidence in the earnings visibility of this portfolio, even in a volatile market environment.”
“Through FocusPRO and other solutions, we embed our capabilities spanning customer acquisition, product, risk management, operations, and post-loan management into the workflows of financial institutions, enabling banks to serve customer segments typically priced between 3% and 12%.”
“We remain firmly focused on the delivery of our full-year 2026 guidance of double-digit growth in new business profit, gross OFSG, and adjusted EPS, together with double-digit dividend per share growth and achieving our 2027 financial objectives.”
“Based on those revenue expectations and our operating model, we estimate fiscal Q4 operating margin between 19% and 24%, and non-GAAP diluted EPS between $0.40 and $0.56 per share.”
“As a result, free cash flow was negative $238 million, and we expect free cash flow to track back to operating margins during the course of the year and expect free cash flow for fiscal year 2027 to be between $600 million and $800 million.”
“But that's factored into our guidance, and I would also say that given we are 92% recurring revenue and some of that 8% is AirDial, which has frankly got a pretty good margin structure, whatever happens here isn't going to be that big to us as a company overall.”
“In addition, the FY 2027 free cash flow margin guidance includes about a one-point impact related to lower interest income due to the stock repurchase program and our cash settlement of the remainder of the 2026 Notes.”
“Based on our customer demand and improving supply outlook, our preliminary expectation is for CPU revenue to more than double in fiscal 2028, positioning us as one of the world's leading server CPU suppliers.”
“In fiscal year 2026, our Rule of 40 score, defined as revenue growth rate plus free cash flow margin, was a healthy 42%, reflecting our continued focus on sustainable, profitable growth, driving durable top-line growth while improving bottom-line margins.”
“We expect our full year operating margin to remain at a healthy level above 30%, while quarterly results may naturally fluctuate depending on product mix and the timing of expenses.”
“The combination of higher revenue and gross profit, including the IEEPA duty refunds, more than offset the increase in operating expenses and drove operating income to $15.1 million, an $8.1 million improvement from $7 million in the second quarter of fiscal 2026.”
“The total patient numbers, importantly in this trial, increased from 300 patients to 350 patients as a result of strong demand from the trial investigators to have their patients enrolled in this innovative program for patients who otherwise have no alternatives.”
“Seeing a return to growth in some of our other businesses that carry higher margins, some of the network infrastructure and other products that might have had some headwinds against them earlier in the fiscal 2026 with government shutdowns and things like that.”
“Despite these factors, gross margin remained very stable at 66.1%, compared with 65.9% a year ago, reflecting our continued efforts on higher margin lifestyle products.”
“Excluding the impact of the tariffs, our gross margin would have increased approximately five basis points in line with our guidance.”
“Driven by continued growth momentum across our social entertainment, BIGO Ads, and SHOPLINE business, we expect our total net revenues for the third quarter of 2026 to be between $602 million and $622 million, implying year-over-year revenue growth of 11.4%-15.2%.”
“Considering demand dynamics in certain markets, we will place greater emphasizes on balancing shipment volume, profitability, cash flow, and order quality going forward.”
“For Q4 specifically, we expect diluted net earnings per share to be in the range of $0.69-$0.79, including an $0.08 favorable impact from estimated tariff refunds.”
“For the remainder of fiscal 2026, we expect increased net sales at both the Flight Support Group and Electronic Technologies Group to continue to be supported by underlying demand for our products and contributions from recent acquisitions.”
“Adjusted EBITDA margin for Communications of 13.6% of segment revenue decreased approximately 134 basis points, reflecting higher investments to scale our operations, impacts on segment operating leverage from wireless projects deferred into next year, and approximately 35 basis points of cost pressure in the segment from higher fuel prices year-over-year.”
“Our adjusted net loss narrowed by 61.5% year-over-year from RMB 19.2 million to RMB 7.2 million, reflecting our focus on the quality of revenue growth and on profitability.”
“Operating expense as a rate of sales is forecast to partially offset gross margin favorability as a result of the full year impact of Facet run rate expenses, as well as amortization of approximately $22 million.”
“Second quarter non-GAAP operating income was a record $372 million, exceeding our guidance, and non-GAAP operating margin was 25%, up 350 basis points over the prior year.”
“Net sales declined 2.3%, ahead of our guidance range of down 5%-down 3%, and adjusted earnings per diluted share was $0.62, above our guidance range of $0.20-$0.25.”
“While we benefited from $100 million in tariff refunds, we beat our outlook by more than that on the bottom line, delivering an operating margin of 19.9% and net income per diluted share of $4.17 for the quarter.”
“Our operating margin of 27.2%, excluding the net benefit from tariff refunds, was 80 basis points ahead of our implied guidance of 26.4%, providing further evidence of the strong operating leverage and execution discipline embedded in the business.”
“We expect non-GAAP operating income to be in the range of $510 million to $515 million, representing an operating margin of 40.1% at the midpoint.”
“Looking forward to the third quarter of 2026, we expect our total net revenues to be between RMB 20.3 billion and RMB 21.4 billion, representing a year-over-year decrease of approximately 5% to 0%.”
“Based on your discussion with key customers, in current environment, what is the growth or demand outlook going into the second half of 2026?”
“Despite these challenges, we maintained revenue growth in the second quarter and achieved non-GAAP profitability for the sixth consecutive quarter.”
“Total semiconductor products gross margin was 62.8%, up 210 basis points sequentially and above the high end of our outlook, reflecting particularly strong contribution from 1.6T FiberEdge and CopperEdge and continued growth from our LoRa portfolio.”
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