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 3169–3264 of 5581.显示第 3169–3264 条，共 5581 条。
“Based on the strength of our first 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 of $2.56 billion-$2.58 billion and an adjusted EBITDA range of $328 million-$332 million.”
“As Christian noted, we are reiterating financial guidance issued in January that we expect between $120 million and $135 million in AUCATZYL net product revenue in 2026, including contribution from both the U.S.”
“We expect to resume RPO growth in the second half of 2026 as we work to complete proof of concept tests and close our key enterprise deals in the coming months.”
“Our mine operating cash flows before taxes and margins for the quarter were significantly improved, with margins at 68% on the quarter and $26.7 million was generated, once again demonstrating the leverage that producers have in this current price environment.”
“Cash flow can be volatile from quarter to quarter, but importantly, we still expect to convert our 2026 fee-based adjusted EBITDA to free cash flow at a level similar to 2025.”
“License and royalty revenue increased to $5.4 million in the first quarter of 2026 from $0.8 million in the first quarter of 2025, primarily due to the recognition of royalty revenue from Zevra.”
“Within this outlook, we expect Semiconductor Systems revenue of around $6.9 billion, AGS revenue of about $1.75 billion, and other revenue of around $300 million.”
“Third, demand remains stable with the total drone backlog exceeding $150 million as of April 30th, and we're reiterating our full year guidance of 2026 revenue growth guidance of 15%-25%.”
“In our 1st quarter of 2026, we converted an overall stable net sales into a 6% growth in adjusted EBITDA versus prior year 1st quarter, delivering EUR 33.1 million of adjusted EBITDA in Q1 or a 7.3% margin, representing a strong 40 basis point improvement.”
“Group level gross profit increased 56% to RMB 40 million in the Q1, with a group level gross margin of approximately 35%.”
“For the full year 2026, we expect free cash flow margin excluding acquisition-related expenses to be in the high teens%.”
“Commensurate with the increase in revenue, our cost of revenue in the first quarter of 2026 was approximately $2 million, yielding a 36% gross margin versus a 27% gross margin reported in the first quarter of 2025.”
“First quarter revenue was $839 million, exceeding our guidance range and increasing 5% sequentially, driven by strong volume growth of 6% with only a 1% decline in average selling prices.”
“In the first quarter of 2026, the gross margin on commercial product sales, excluding IXCHIQ, was 45.2% compared to 62.7% for the three months ended March 31st, 2025, or approximately 50% for the full year of 2025.”
“Finally, by consolidating 100% economic ownership of the Round Top project, we will streamline our operations, governance, and decision-making to fully capture the high margin growth of one of North America's most unique heavy rare earth deposits.”
“For the Q2 of 2026, we expect total revenues to be between $19.5 million and $22.5 million, representing an increase of 0.5%-16% compared the same period of 2025.”
“Under this model, we target $2.8 billion in annual revenue, $1.12 billion in annual gross profits, $900 million in annual operating profits, and $750 million in annual net profits.”
“Supported by the continued strength we see across our markets and the solid momentum entering the remainder of the year, we are therefore increasing our full year guidance to $1.15 billion-$1.45 billion, underscoring our confidence in sustaining profitable growth.”
“The pro forma cash position following the recent equity raise increases our cash liquidity to $298 million, which includes the $188 million raised net of fees and the $15 million we expect to receive from Daly Waters relating to the acreage sale on May 25, which remains subject to certain conditions precedent.”
“albumin declined 2.1% at CER, impacted by lower demand in China due to government cost containment measures, which was partially offset by tenders in other markets.”
“Gross loss for the first quarter of 2026 was $19,599, compared to gross profit of $65,162 in the first quarter of 2025, driven primarily by lower revenue during the period.”
“Beginning with GMS, our marketplace grew approximately 7% to $2.2 billion in the first quarter, reflecting contributions from all three drivers of our growth strategy: North American resale growth, continued market share leadership, and international growth.”
“Gross profit margin in the first quarter of 2026 was 73.6% of total net sales compared to 65.8% in the prior year quarter.”
“We are maintaining our full-year 2026 guidance for revenue, non-GAAP operating loss and adjusted EBITDA.”
“Gross margin as a percentage of revenue for the three months ended March 31, 2026 came in at 77.3%, a decrease of 177 basis points year-over-year, driven by a decrease in pricing on UltraMIST system and applicators resulting from wholesale pricing to resellers.”
“Bookings increased 21.1% to $26.9 million, compared to $22.2 million in the same period last year, primarily driven by stronger sales promotions in 2026 compared to 2025, tailwind momentum of the December 2025 ARK: Lost Colony DLC release, and Bellwright's highly regarded content update in late 2025.”
“For the full year of 2026, we are raising the lower end of our revenue guidance and expect total revenue in the range of $307 million-$350 million, representing 10% year-over-year growth at the midpoint of the range.”
“We finished the quarter with approximately $1.88 billion of backlog, of which we expect to recognize approximately 38% as revenue over the next 12 months.”
“As a reminder, that guidance reflects our ongoing expectation that the challenging NIH funding environment would persist through 2026, impacting customer behavior.”
“As a result of our solid first quarter, we now expect our gross profit growth range to be between 8%-12% for the full year.”
“The results show a 64% relative risk reduction in patients with an asepsis score greater than 20, which is the threshold for clinically significant wound infection.”
“Given that we've got a three-month or 12-week regimen, at the end of each quarter, you will see some revenue spill over into the next quarter.”
“Gross profit for the Q1 was $2.8 million or 10.7% of net sales compared to $2.2 million or 9.6% of net sales in the prior year period.”
“Turning to our outlook, we are raising our full-year 2026 Contribution ex-TAC and programmatic revenue guidance following outperformance in Q1, continuing momentum into Q2, and expected acceleration in the second half.”
“Finally, we are elevating our gross margin guidance from positive to 35%-40% as we continue to aggressively negotiate our supply agreements and optimize the mix of our sensor sales.”
“We continue to see encouraging growth in customer engagement and market traction as industry participants increasingly evaluate novel materials to address the performance and power challenges associated with AI networking.”
“What's particularly encouraging is the mid-single-digit growth we're seeing across both new and retained customers and greater than 25% growth in reactivated customers who are those that didn't shop with Leslie's last year but did shop with us in the periods between 2021 and 2024.”
“For the second quarter of 2026, we expect revenue between $51 million and $55 million with adjusted EBITDA margin between -5% and breakeven.”
“It is worth noting that if we execute the same level of livestock deferral in the fourth quarter 2026, this impact will be offset on the free cash flow for the full year.”
“Franchise-level margin was $60.5 million, or 37.9% of franchise revenues, compared to $68.3 million, or 40% a year ago.”
“These acquisitions immediately increased our scale with our operated well count increasing from 154 to 395, and our midstream system expanding to over 250 mi of gathering and water pipelines, positioning Infinity for disciplined growth through the end of the decade.”
“While the majority of our resources are focused on INO-3107, we're continuing to leverage the power of partnerships to advance other promising candidates in our pipeline, including an exciting opportunity to work with Akeso and the Dana-Farber Cancer Institute to build on our previous immuno-oncology work in glioblastoma, or GBM.”
“For potash sales volumes, we continue to expect this amount to be between 4.5 million and 4.7 million metric tons.”
“Net loss increased to $76 million or $0.09 per share, compared to a net loss of $41 million or $0.10 per share in the prior year period, mainly due to higher non-cash accounting impacts tied to stronger metals prices, resulting in fair value revaluations on derivative instruments, financing costs related to the recapitalization and increased expenses as we advance the development plan.”
“By 2028 and beyond, we expect to accelerate commercial growth as production capacity enables us to serve a broader portion of customer demand, including expansion into multi-megawatt configurations for data center customers.”
“For the first quarter of 2026, $0.2 million of the cost of goods sold related to cost of units recorded as sales revenue during the quarter, and the remainder was primarily comprised of a $1.6 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.”
“Gross margin of 29.6% was also within our outlook range and included a 50-basis-point impact related to our previously announced store closures.”
“Service fees take rate remained fairly stable at 6.9%, while fulfillment take rate was similar to last quarter at 7.5% and as expected, lower compared to the first quarter of 2025, given the shift of certain volumes to multi-local and our growth within verticals that are multi-local by nature.”
“Though we continue to be cautious due to macroeconomic landscape and therefore the impact on demand and margin.”
“An increase of $10 relative to our assumed WTI price of $70 per bbl used in our guidance would be expected to increase our oil revenue by approximately 12%.”
“Based on the added new backlog and improved spot market, we are updating our full year 2026 guidance as follows.”
“The decrease resulted from a $1.3 million non-cash charge to cost of sales related to a write-down of API inventory associated with the 2021 QBREXZA acquisition.”
“For the first quarter, net revenue increased 6.6% with adjusted comparable store sales growth of 4.5% and a positive 2% impact from the timing of unearned revenue.”
“On a dollar basis, gross loss improved 18% sequentially as production volume increased 17%, reinforcing the trajectory in unit economics and operating leverage.”
“Revenue is expected in the range of $8 million-$9 million, reflecting continued growth in defense and industrial shipments and initial smart eyewear revenue as deliveries to our lead customer begin.”
“We expect non-GAAP net income to be $584 million-$594 million, resulting in non-GAAP EPS of $1.93-$1.95 per diluted share based on 302 million-304 million shares outstanding.”
“Starting on slide 12, our second quarter results were solid, with revenue of $1.17 billion and non-GAAP diluted earnings per share of $1.78, both above the midpoint of our guidance.”
“I know you didn't give specifics, but you know, obviously, if we expect $6 billion of AI revenue next year, up from $4 billion, like, what are the offsets that you're thinking about to help mitigate sort of that product mix versus, you know, effectively software and security mix, if that's gonna grow 50% next year from a baseline of $4 billion this year?”
“SPRAVATO, the only drug indicated and used for TRD, is expected to reach $3 billion in revenue by 2027, and as of 2025, was treating less than 2% of the TRD patient population.”
“You're now more evolved, four phase, five-growth pillar strategy, I think with a combined $500 million long-term revenue target.”
“Starting with the top line on slide six, total revenues, excluding IFRIC 12, increased 19%, nearly 3x the 7% growth in passenger traffic.”
“We view the steady increase in RPO over the past 3 years as a clear indicator of strong market demand, a success of our strategy focused on servicing enterprise customers while also providing greater visibility into future revenue streams.”
“I just wanted to know, you know, as you think about the impact on the net margin there, is it safe to assume that the increase you've seen there is the majority of the increase you've seen there, or maybe all of the increase we've seen in that net capture rate has been due to the addition of derivatives revenue without a denominator impact?”
“The FX headwind to revenue growth should be about 350 basis points for the full year, resulting in reported revenue growth of 10%-12% to EUR 2.3 billion-EUR 2.35 billion.”
“We achieved both all-time record revenue and Adjusted EBITDA, grew our location footprint by 33%, recorded our third consecutive quarter of positive same-store sales growth, achieved an incremental CAD 20 million in Project 360 and synergy cost savings, and expanded our Adjusted EBITDA margins by 200 basis points.”
“Then what is a realistic revenue expectation for full year 2026 with the current number of deployed accounts?”
“We expect that in about one year, AI-related product revenue will cross the 50% threshold, becoming the primary engine driving the cloud business's revenue growth.”
“Turning to guidance, we are updating our full year revenue guidance to $4.2 million-$4.6 million, narrowed from the previous range of $4 million-$6 million.”
“Lastly, on the trial itself, recently in April, I think there was a change that was recorded on ClinicalTrials.gov where you increased target enrollment to 66 patients from 54 patients.”
“We've entered the quarter with a strong backlog and pipeline that supports our sales growth guidance range of 14%-17%, including approximately 10.5 points of contribution from business acquisitions and favorable FX.”
“Sales and marketing expenses were approximately $71,000 compared to $77,000 in the prior year period, while general and administrative expenses decreased to approximately $499,000 from $539,000 last year.”
“As with our prior guidance, we continue to expect fiscal 2026 revenue to be flat to down 2% compared to our normalized fiscal 2025 revenue, excluding the impact of our 53rd week last year.”
“Unfavorable foreign exchange rates impacted adjusted operating margin in the first quarter by $800,000 compared to the fourth quarter and $1.3 million from a year ago.”
“Over the past few years, we have been able to drive significant operating leverage while generating rapid revenue growth, with adjusted operating expenses going up by only $10 million since Q1 2023, while quarterly revenue grew by $74 million in the same period.”
“Beyond the immediate impact of the closure of the Strait of Hormuz and the 2 damaged Qatari liquefaction trains, the 49 million ton North Field expansion is already delayed and we expect could be delayed further by factors like supply chain disruptions and the availability of skilled labor as Qatar works to bring that facility back on schedule.”
“We expect gross margins to fluctuate between 60%-65%, driven by the forecasted mix of revenue in the period, and non-GAAP net loss to be between thirteen and a half to twenty-two and a half million, which at the midpoint represents a 56% improvement year-over-year as compared to fiscal 2025.”
“We are pleased to start off 2026 with a strong first quarter as revenue growth accelerated and gross margin expanded, both on a year-over-year basis and on a sequential quarter-over-quarter basis.”
“In fiscal 2027, we expect gross margin to expand approximately 220 to 270 basis points, primarily driven by the assumed benefit of a tariff-related refund, along with pricing actions to elevate our brand, better managed promotions, and a more favorable channel mix.”
“In fiscal 2027, we expect gross margin to expand approximately 220 to 270 basis points, primarily driven by the assumed benefit of a tariff-related refund, along with pricing actions to elevate our brand, better managed promotions, and a more favorable channel mix.”
“During the quarter, we generated approximately 2.2 million Toncoin through institutional custody and segregated staking infrastructure and recognized approximately $3 million of staking revenue.”
“In summary, the first quarter of 2026 reflects early returns on the strategy we have been executing against, including approximately 90% year-over-year revenue growth, a 24% point expansion in gross margin to 68.5%, a strengthened balance sheet, and a meaningfully expanded intellectual property portfolio.”
“Well, as to the, our expectation over future revenue growth, we expect to have a GP margin on par with last year in Q2.”
“Underlying customer growth was 4% year-over-year, with postpaid customer increasing 25% and prepaid customers growth largely flat due to our pre to post migration efforts, seasonal effects, and customer base cleanup initiatives.”
“The improvement in our margin was primarily due to the favorable mix shift to volumes under cost-plus and the 2026 fixed margin offtake contract compared to a heavy weighting of merchant sales and a challenging price environment in the fourth quarter.”
“Life Sciences grew 9% as reported and 7% constant currency organic, driven by 15% growth in capital equipment as our customers returned to capital investment again following last year's downturn.”
“We delivered 19% revenue growth compared to the first quarter of 2025, margin improvement, and broke through to GAAP net profitability with net income from continuing operations of $0.4 million or $0.04 per diluted share.”
“European revenue growth of 18% year-over-year was strongly driven by a 29% increase in the U.K., where we are capturing market share thanks to record customer acquisition off the back of continued product improvement and a successful Cheltenham Festival.”
“It extends the earnings visibility of a key asset and reinforces our confidence in the long-term demand outlook for high specification drilling units.”
“For this near term in 2026, I think we share with our guidance, we expect a pretty good growth on 25% with the bottom line EBITDA at least not worse than last year.”
“Based on our current cost base, backlog, growing recurring revenue and current pipeline, we believe 2026 can be a year of substantial progress towards sustained profitability, and we expect Merlin to be an important driver of free cash flow as it enters service.”
“We expect our current cash resources to provide sufficient runway to fund company operations through 2029, including completion of the phase III RESCUE program for NDV-01.”
“Total net revenue was $1.9 billion, up 8% year-over-year, including an approximate 2% favorable impact from currency, exceeding the high end of the outlook range.”
“Our guidance range for 2026 assumes a 35%-40% baseline incremental adjusted EBITDA margin excluding productivity savings, slightly higher than our through-cycle incremental margin expectations given higher revenue growth and favorable Test & Measurement mix.”
“Based on backlog and customer forecasts, our total revenue guidance for Q2 is $6 million ±10%.”
“With regard to system sales, I also want to point out that while I originally shared with you that we expect to sell 1 system per year, the pipeline is much stronger.”
“Over the longer term, we expect CapEx to be in the 6% of net sales range.”
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