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 3073–3168 of 5581.显示第 3073–3168 条，共 5581 条。
“While we expect margins to moderate somewhat this year in the manufacturing business, the long-term EBITDA growth story in the manufacturing remains intact, with the 4 GW cell expansion expected to contribute meaningfully in fiscal 2028, and the ingot wafer plant to do the same in fiscal 2029.”
“Product revenue decreased by $80,000 from $740,000-$660,000 this quarter, impacted by the timing of a customer shipment originally expected later in the quarter that moved into Q2.”
“While our revenue for this segment declined approximately 10% year-over-year, this was an intentional repositioning, specifically with our RevenueZen portfolio company, which we began restructuring in late 2025 as the business was running at approximately 8% operating margins.”
“Gross profit increased to approximately $1.7 million compared to $518,000 in the prior year period.”
“The way we think about that is a target cap structure of roughly 80% debt and 20% equity, with NUAI participating as a sponsor and GP.”
“The change is primarily driven by certain costs related to certain, several targeted strategic initiatives advanced during the quarter ended March 31, 2026, which management believes will drive significant short and long-term value for shareholders, including but not limited to, progress toward the approval of our first drug products, allowing resources for an anticipated near-term commercial launch, augmenting and expanding profitable clinic operations, enhancing our overall intellectual property portfolio, and growing our development pipeline with new assets.”
“We expect dealer count to surpass 400 locations by the year-end, supporting both volume growth and improved profitability.”
“Revenue growth sequentially, primarily driven by premium titles, including Pursuit of Jade, The Punishment 2, How Dare You!?, and The Devil Between Us.”
“At the end of the same time, we remain on track to exceed our $50 million revenue target for this year, supported by our strategic partnership with Hydra Host and our growing pipeline of AI infrastructure deployments.”
“More recently, the Houthis attacks in the Red Sea, leading ships to reroute the long way around the Cape of Good Hope and the conflict in the Middle East with the closure of the Strait of Hormuz, have had a direct impact on ton-mile growth rather than volume growth.”
“We're raising our full year adjusted EPS guidance range from $4.95-$5.15 per share to $5.20-$5.30 per share.”
“We expect profitability to be in the 16%-17% range in the first quarter and then increase sequentially, exiting Q4 at nearly 30% of revenue.”
“Our contract liabilities, representing customer prepayments received ahead of revenue recognition, increased from $144,000 at December 31, 2025 to $786,000 at March 31, 2026.”
“This is primarily attributed to the higher net revenue that I mentioned earlier and a higher gain on derivatives, offset in part by higher cost of sales and the impact of higher forward gold and silver curve prices, which increased the unrealized present value of the company's metals contract liabilities on our balance sheet.”
“We expect initial customer rollouts on the HERO platform during the second quarter of 2026, with wholesale wireless revenue contribution anticipated to be reflected in the third quarter 2026 results.”
“These factors, alongside the growth we've seen in demand, prescriber engagement, and patient uptake, provide the foundation for more consistent and scalable long-term growth going forward.”
“It's additional revenue on these contracts, not just in year 1, but what we are seeing is, you know, customers get 6 months into a contract and go, "We need some additional storage.”
“On our EBITDA and operating margins, which are proxy to cash flow generation, we delivered 39% EBITDA margins in the quarter, unadjusted, as published, and 33% operating margin in the quarter.”
“We expect to convert 60%-70% of EBITDA to cash flow from operations in FY 2026.”
“For the full year, free cash flow was $342.6 million with conversion of 119.1% compared to $243.8 million and 99% last year.”
“Revenue in the quarter was impacted by the expiration of the federal Solar Investment Tax Credit for individuals at the end of December 2025, which created a market-wide slowdown in residential solar and storage demand.”
“While we still have significant work ahead, we grew revenue this quarter 42% and transaction revenue held steady year-over-year, even as trading volume declined more than 50% due to meaningful softness in the broader crypto market trading activity.”
“International sales increased approximately 50% year-over-year, and condiment sales grew 51%, reflecting expanding demand for our branded product portfolio across the retail footprint that now exceeds 6,000 locations.”
“With respect to, you know, tokenomics and recognizing revenue, really feel, you know, with the backlog that Brett put very well, you know, you've got, almost, you know, approaching $1 billion in the services side of the business, where we are able to produce coin and create exchange.”
“Now that we have basically under $25 million of cash and no debt, we can leverage that balance sheet, and we are able now to avoid future dilution or mitigate dilution by financing the growth of our future data centers through debt financing.”
“Over time, we expect additional operating businesses to support recurring revenue generation across the platform.”
“The ConnectAndSell business has a gross margin of 86%, approximately 250 enterprise customers, and has had 10+ patents issued and pending.”
“We maintain our expectation of, for Peru's GDP growth stand at around 3.5% in 2026, though we recognize that risks to this outlook are tilted to the downside.”
“Gross margin, which includes allocated labor, overheads, and D&A, was 19%, down 4 percentage points year on year, driven by the net impact of certain EAC adjustments, which were a tailwind last year and a headwind this year, and a non-recurring depreciation expense this year.”
“As it relates to OpEx, we expect full year growth of between 4% and 7% relative to 2025, reflecting operating leverage and ongoing cost discipline.”
“While our first priority over the next few years is on progress against the roadmap Christian laid out and achieving up to 500 logical qubits in 2029 and 2030, we are also laying the foundation for revenue-generating opportunities through a multi-pronged structure, which includes subscription-based cloud access or quantum computing as a service, QCaaS, a SaaS type revenue model for enterprise-grade PennyLane, on-premise system sales, IP licensing of our photonic subsystems, and the potential monetization of strategic partnerships.”
“Gross profit for the quarter increased by $800,000 to $5.6 million, or 14% of revenues, compared to $4.8 million, or 14% of revenues, in the same period in 2025.”
“Adjusted operating margin is expected to be approximately 9.5%, an increase of 30 basis points compared to last year, as continued expense leverage is expected to more than offset the impact of higher tariffs and elevated oil prices on gross margin.”
“Advertising revenue was $368 million, down 5% year-over-year, a significant improvement from last year's Q1 decline of 12%, reflecting the power of our portfolio, particularly in our news businesses, where we successfully monetize strong ratings and robust advertiser demand.”
“After the last earnings call, we experienced a temporary slowdown, mostly in river bookings for the 2026 season.”
“While we anticipate margins will have some fluctuation throughout 2026, we are making decisions to grow operations and be in a position to deliver on the demand throughout the year and headed into 2027.”
“To emphasize the impact, every $5,000 per day increase in spot tanker rates above our low free cash flow breakeven is expected to produce about $53 million or $1.53 per share of annual free cash flow.”
“On the cash flow side, net cash used in operating activities was, in the first quarter of 2026, $0.6 million compared to $9.3 million used in operating activities in the first quarter of 2025.”
“To emphasize the impact, every $5,000 per day increase in spot tanker rates above our low free cash flow breakeven is expected to produce about $53 million or $1.53 per share of annual free cash flow.”
“Adjusted gross profit came in at BRL 1.5 billion, broadly stable year-over-year as revenue growth was offset mostly by higher provisions for credit losses and increased operating costs.”
“As we look toward the remainder of the year, we are reaffirming our 2026 financial targets, including net revenue growth, which is expected to be in the range of 8.5%-11.5%, with organic net revenue growth in the mid to high single digits, driven by strong demand across all geographic reporting segments and business units.”
“Moving beyond 2026, we expect to achieve modest quarterly positive cash flow within 2027 as we fly a large percentage of astronauts with the reservations that were historically sold at lower prices.”
“Cost of revenue for the first quarter of 2026 was $1.4 million, a decrease of 25% from $1.9 million in the first quarter of 2025.”
“In addition, Northern Data confirmed its full year 2026 revenue outlook of between EUR 130 million and EUR 150 million, supported by a current pipeline of opportunities and recently executed customer contracts.”
“Revenue increased approximately 10% from Q4, with product demand building momentum through the quarter and continuing into April.”
“We expect that quarterly cash basis SG&A, excluding royalties, will fluctuate in 2026 as we continue to invest in the expected growth of ZELSUVMI and as we prepare Xepi and Xeglyze for commercialization.”
“I think, you know, if you look at our growth rate, again, going from $60 million last year full-year revenue to $190 million-$210 million in full-year revenue this year, we've been able to keep the adjusted EBITDA loss very similar to last year.”
“Our underlying portfolio is supported by strong margins and sustained demand, and we've delivered a three-year average annual loss ratio in the sub 20% for this segment, clearly demonstrating the healthy margin profile of the business.”
“Free cash flow was approximately $246 million for fiscal 2026, up slightly versus the prior year and in line with the outlook we gave at the beginning of the year.”
“In the first quarter, we generated more than $50.1 million in revenue, representing tenfold growth year-over-year and over 25% above the high end of our prior target.”
“We also continue to benefit from a diversified customer and geographic footprint with four customers and five geographic regions, each contributing more than 10% of total product revenue.”
“Customer growth combined with ARPAC expansion, which has expanded sequentially every quarter since we began reporting and now sits at around $16 per active customer, compounded into record revenue, reaching $5 billion for the first time in our history.”
“Year-to-date net cash used in operating activities increased by approximately $4 million from the prior year period to $9.3 million, primarily due to an increase in personnel fees excluding equity-based compensation and an increase in professional fees.”
“That test showed that RFID technologies are resilient by design and can continue to operate alongside 5G signals in the lower 900 MHz band without operational impact.”
“We encourage by the strong performance to start off the year and remain confident in our previously disclosed full year revenue guidance of $212 million-$216 million, representing a 13% growth year-over-year at the midpoint of the range, an acceleration on the growth we realized in 2025.”
“Americas adjusted EBITDA grew 13.2% to $122.5 million, with margins flat year-over-year, driven by timing-related expense allocations that we expect to normalize over the balance of the year.”
“Within the SHOP segment, same-store cash net operating income increased 24% on a year-over-year basis, driven by a combination of occupancy recovery, rate growth, and improving operating leverage.”
“On the civil side, we think Condor has compelling tailwinds, given the growth of demand across the narrow body and wide body freighter markets and the structural challenge related to pilot shortages around the world.”
“From a profitability standpoint, we delivered core EPS growth of 11%, in line with our medium-term target.”
“We carried the momentum from 2025 into 2026 with blowout results that showcase the incredible strength of our business, both on the top and bottom line, while exceeding the top end of the strong preliminary outlook that we provided in April.”
“Importantly, a significant portion of our expected $226 revenue is already supported by contract backlog, giving us strong visibility into our outlook as we await significant award decisions in the coming weeks.”
“The revenue was down slightly, but proportional to volume, which receded a bit but remained above our target range of 2,500-3,000 tests and preserving our average sale price.”
“Excluding the impact of profit interest expense, adjusted gross profit on a consolidated basis totaled approximately $194 million, and adjusted gross margin was 18.7% for the first quarter of 2026, compared to approximately $111 million and 21.9% in the first quarter of 2025.”
“For example, over 5 million customers use our direct-to-cell satellite messaging, and we expect to launch light data later this year.”
“This drove a reported net loss of $290 million and reported EPS loss of $2.45, and does not impact our liquidity or outlook.”
“Despite providing a Cartrack gross profit margin outlook for FY 2027, assuming current exchange rates and accelerated growth, the midpoint of our earnings per shares outlook implies earning per share growth of 21% in FY 2027 when compared to our FY 2026 earning per share, excluding secondary offering costs.”
“Court costs increased to $17.3 million or 86% year-over-year as a result of the trends in increased legal channel volumes that David reviewed in his comments.”
“Together, these transactions are projected to contribute $10 million in annual revenue with a blended gross margin profile of approximately 50%, putting us another step closer to delivering on our $250 million annual revenue target.”
“Our outlook for the full year remains unchanged as we continue to target revenues of $67 million-$73 million.”
“You know, in order to hit this $100 million annualized revenue run rate, I guess, is it true that basically you only need another $50 million of bookings between now and, like, the next 6 months?”
“Based on customer activity across the business, we are updating our 2026 revenue outlook to at least $40 million.”
“We expect cash burn to increase throughout 2026 as we scale our organization and resources, material testing and qualification, supplier selection activities, and project-related work.”
“At the midpoint of our revenue guidance, this implies year-over-year non-GAAP gross profit growth of approximately 37%.”
“Total SG&A expenses increased 14% year-over-year to CAD 251 million in the fourth quarter, slower than the 18% growth we experienced in revenue and delivering approximately 50 basis points of operating leverage, adjusting for the impact of the earn-out expense in the prior year, which was excluded from adjusted EBIT.”
“In the first quarter, our revenue stood at $607.1 million, representing a 0.7% decrease on a reported basis coming in above the high end of our guidance, and reflecting a 400 basis point improvement in year-over-year trajectory compared to last quarter.”
“As Adi mentioned, we delivered a strong first quarter with 20% revenue growth, margin expansion and a significant increase in profitability, reflecting continued execution across all three segments and continued momentum into 2026.”
“We were pleased, however, that the government did provide a marginal offset by reducing the Growth and Sustainability Levy from 3% to 1%.”
“We also now expect full year 2026 revenue to be in the range of $18 million-$22 million, compared with our prior expectation of $18 million-$26 million.”
“For the fourth quarter of fiscal 2026, we expect revenues of $392 million-$432 million, representing a 73% growth year-over-year at midpoint, as well as continued strong sequential growth as production volumes increase further.”
“On operating income for the full year, we expect non-GAAP operating income in the range of $125 million-$135 million, representing a non-GAAP operating margin of 9% at the midpoint.”
“With the growing demand across our four major product lines and key use cases, including education, security and inspection, reception and guidance, performances, and university research, together with the upcoming launch and delivery of our new K12 education products, we have officially raised our 2026 annual shipping target to 1,500 units and will host our educational ecology and product launch conference in early June.”
“INCRELEX orders, but we expect the full year Adjusted EBITDA margin to be above 30%.”
“Based on that progress and the demand we are seeing, we are raising our full-year guidance for full-service rental locations to a range of 427-435 by year-end, or 431 at the midpoint.”
“We expect high-voltage vehicle platforms to scale over the coming years and become a meaningful contributor to revenues beginning in fiscal 2027.”
“I think you inquired about our Q2 guidance and the impact, I guess, of how our bookings are recorded into our books and the impact of ballast days.”
“Operating profit for the quarter was $53 million as reported, but $57 million excluding this one-off out-of-period adjustment, representing a 25% growth year-on-year and a 48% operating profit to gross profit ratio, excluding the one-off.”
“Going forward, we expect to continue to add resources to our team while maintaining operating leverage in the 1.4%-1.5% range.”
“The increase in guidance reflects strong first-quarter execution and continued confidence in underlying demand trends while incorporating expected variability in DefenCath sales in the second half of 2026 as we transition through reimbursement dynamics.”
“These results are impacted by a projected year-over-year increase in the all-in jet fuel price per gallon in the range of 80%-90%, for which we expect to recover approximately 50% via higher revenues.”
“Cost of revenue for the quarter was $194,000, resulting in a loss of approximately $48,000 compared to a gross profit of $29,000 in the prior year period.”
“We have increased confidence in our 2026 outlook based on the expanded portfolio, building momentum, platform RFPs, and overall pipeline.”
“The remaining increase was primarily due to a $5.4 million increase in manufacturing and other costs, partially offset by a $5.1 million decrease in clinical trial costs, which was primarily driven by decreased costs for the VIKTORIA-1 phase III clinical trial.”
“This guidance reflects 10Bps of product margin growth as we lap 100Bps of product margin expansion in the prior year period, offset by a 70Bps increase in freight expense as we cycle low freight costs last year.”
“Additionally, we expect to generate approximately $1 billion of free cash flow over the medium-term period and exit 2029 with about a 50% EBITDA less CapEx margin.”
“Leveraging the powerful combination of top-line growth, favorable product mix, and targeted investment behind new products and solutions, we delivered a 24% increase in adjusted EBITDA with a 180 basis point margin expansion to 18.7%.”
“You know, we were working with a CAD 12 margin in Q1 last year and staying at CAD 12 in Q2 of last year.”
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