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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 289–384 of 5581.显示第 289–384 条，共 5581 条。
“In the fourth quarter of 2026, we expect recurring infrastructure revenue, GPU-as-a-service colocation and hosting of approximately $17 million-$18 million, which represent an expected annualized recurring revenue exit run rate in excess of $70 million, contracted under multi-year agreements and carrying gross margins well above 70%.”
“But in total, we assume lower teens growth and revise our full-year expectations slightly upwards to 12%-14% growth year-on-year.”
“If you have a look at potash as an example, that's another area where we expect very significant long-term demand.”
“Based on current trends and our operating plan, we expect a return to year-over-year growth in the second half of fiscal 2026, with second half net revenues of at least $8.7 million, up at least approximately 10% from the second half of fiscal 2025.”
“We generated $17.4 million positive operating cash flow for the first half of 2026, primarily driven by customer prepayments, which totaled $60.8 million at June 30th.”
“While we remain confident of continuing to see solid growth year-over-year, we will not be providing revenue guidance for 2026 at this point in time.”
“As we move through the second half of 2026, our priorities remain clear: converting a growing pipeline into revenue, continuing to improve the economics of the business, maintaining financial discipline, and executing against our path toward profitability.”
“Cost of revenue was $1.2 million compared to $2.3 million, a decrease of 47%, driven by lower satellite and related software depreciation and reduced contractual material and labor costs.”
“Therefore, we are on track to deliver on the year of 2027 guidance of $620 all-in cash costs, total cash costs per ton as we continue to increase production volumes.”
“Supported by favorable demand fundamentals across our footprint, including infrastructure investment, population and economic growth, and healthy commercial and residential construction activity, we remain confident in maintaining our 2026 guidance.”
“Mining margin in the current quarter was supported by $145,000 in curtailment and energy sales, which was recognized as a reduction of cost of revenues set against an average Bitcoin price that declined to $72,000 in the second quarter of 2026, from around $75,700 in the first quarter of 2026.”
“Our expectation for 2027 is a 50%-55% growth in revenue, driven by continued organic growth in our legacy products, as well as the full year effect of the ConnectAndSell business that we acquired.”
“As we move into 2027, we expect to be in a stronger position to begin translating that foundation into broader adoption and commercial growth upon receipt of a permanent J-code expected in April of next year.”
“The good news, if there is good news in that regard, because we wanted that deal if we would have gotten all the conditions that we require, is that this is going to have no impact on cash flow in 2026 because that deal would have required us to make some investments in order to handle that particular deal.”
“Margin was negatively impacted quarter-over-quarter, primarily by a $1.2 million write-down of certain costs related to the Troy project, along with a higher mix of hardware charging station sales and higher replacement warranty costs of certain DC chargers.”
“We anticipate being able to share more with you in the near future about growth in our contracted power capacity, as well as how we are building out our team to continue to scale our power footprint.”
“This growth came despite a 38% year-over-year decline in exchange revenue as crypto market volumes remained under pressure throughout the quarter.”
“We have very bullish expectations for RZR and for the full year in 2026, we expect the revenue to nearly double year-over-year.”
“Cut herb sales increased more than 42%, driven by continued growth with existing customers and newer programs with major retailers, including Kroger, Target, and Weis.”
“Given your sites in North Tonawanda, Buffalo, New York, does the one-year moratorium on data centers in New York impact your ability to meet your targets of exiting 2027, delivering on 10 MW for NeoCloudz and 99 additional 50 MW for colocation data centers for HPC?”
“We have increased revenue from sales to end customers, 124 MW average, and also inflation adjustment on RBO revenue for plants that receive by quota.”
“We currently expect to achieve a sustainable net cash flow margin of 15%-20% moving forward, driven by project cash flows and the substantial upfront payments we collect from our customers.”
“Our expectation for 2027 is a 50%-55% growth in revenue, driven by continued organic growth in our legacy products, as well as the full year effect of the ConnectAndSell business that we acquired.”
“Considering that shift, combined with the opportunities already in our pipeline, we expect continued growth and are targeting profitability for the second half of 2026.”
“Our efficiency ratio stood at 45.4%, while investments in innovation and digital capabilities continue to broaden our revenue base, deepen customer engagement, foster financial inclusion, and support more scalable growth.”
“We are going to be up to 15-16 drills turning at Boumadine, and we expect to complete the 200,000-m program as we have, and if everything goes well, maybe a little bit more.”
“Based on currently available information, we expect total revenue for the third quarter of 2026 to be between $41 million and $42 million, representing year-over-year growth of 15.8%-18.6%.”
“Looking ahead, we still expect modest pay deployment revenue at the JV during 2026, but more meaningful commercial revenue beginning in 2027 as our Core and Prime deployments come online.”
“Our improvements in revenue growth and cost efficiencies continues and strengthens our financial foundation, which means we expect we would achieve a higher gross margin in the second half of 2026.”
“While we do not provide a fuel margin forecast, as this is difficult to predict, particularly in volatile markets, our outlook for adjusted EBITDA assumes that fuel margins moderate in the low $0.40 per gallon range for the second half of the year, consistent with our historical average.”
“Adjusted EBITDA for the quarter was a loss of $9.5 million, slightly elevated from the $8.9 million loss from the prior year quarter due to an increased operating expenses offsetting profitability growth in our gross margins.”
“We now expect 2026 adjusted operating income margin to be approximately 14.9%, up 30 basis points compared to our prior guidance of 14.6%.”
“In order to better reflect changes in the expected product mix and volume expectations for the second half of the year, we are revising our full year 2026 guidance of revenue to fall within the range of $35 million to $43 million, unit deliveries to be within the range of 250 to 350 units, and non-GAAP operating loss to be in the range of $14.7 million to $11.4 million.”
“Cost of revenues was $44.8 million during the quarter, accounting for 43.6% of total revenues.”
“That's $50.1 million of services revenue, which is primarily the Xe-100 design work under the Advanced Reactor Demonstration Program.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
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