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 4129–4224 of 6702.显示第 4129–4224 条，共 6702 条。
“Fourth quarter revenue grew 8%, exceeding both our outlook and our Next Great Chapter: Drive plan targets, driven by 14% growth in our direct-to-consumer business.”
“The first question is about the vehicle sales, because we noticed that sales of the ES8 and ES9 series large SUV are expected to likely more than triple year-over-year this year, while the rest of the lineup is likely to see a roughly 20% year-over-year decline under our 40%-50% full year volume guidance.”
“Excluding acquisition-related amortization and costs and the non-cash losses, adjusted earnings per share totaled a second quarter record of $2.86 per share, $0.06 above the midpoint of our quarterly guidance, and an 18% increase from prior year adjusted earnings per share of $2.42.”
“In Q4, we delivered another strong quarter with total revenue of $291 million and gross profit of $129 million, both up 15% year-over-year and coming in ahead of our previously established outlook.”
“Television segment profit remained resilient, benefiting from continued strength in library performance, including "The Rookie" and "Mad Men." Importantly, we remain confident in TV's growth in fiscal 2027 as we expect to double the number of episodic scripted deliveries versus fiscal 2026.”
“We can yet again thank the increased bauxite volumes from Guinea, which contributed a 23% increase year-over-year and a 4.8% increase from global iron ore trades.”
“In the second quarter, 45% of our deliveries came from lots acquired in 2023 or earlier, which creates margin pressure because those lots were purchased assuming materially lower incentives, but less so than we'd experienced in previous quarters when more than 50% of our deliveries were from similarly aged lots.”
“Revenue from our reporting, monitoring, data, and analytics offerings increased by approximately $7 million or 22% compared to the prior-year period as we continue to produce strong growth in our technology solutions offering.”
“Turning to our financial performance, total revenues for the first quarter reached RMB 935.3 million, with a gross margin of 11.3%.”
“In the United States, the 2026 growth forecast was revised slightly lower to 2.3%, though the 2027 outlook was revised slightly upwards to 2.1%, reflecting continued underlying resilience despite macroeconomic imbalances.”
“These two projects will further optimize our manufacturing footprint, maximize 45X tax benefits, support the continued transition to our higher margin, higher performance solutions, and mitigate future risks associated with tariffs, all while better serving our customers.”
“Our full fiscal year 2026 operating margin was 23.1%, inclusive of our targeted investments to support long-term growth opportunities across our brands.”
“Even so, it's important to keep in mind that we are delivering double-digit margins across all segments, and we expect to grow our top line by more than 5% this year as we progress towards the 2030 growth targets outlined during our investor event at the New York Stock Exchange last December.”
“We expect revenue to be in the range of GBP 181 million to GBP 185 million, representing constant currency revenue decrease of between 3.5% and 1.0% on a year-over-year basis.”
“We recorded revenue of $159.9 million, up 36% year-over-year, driven by high trading volumes across all core asset classes.”
“Revenue for the period was $247 million and adjusted EBITDA, [audio distortion] , primarily impacted by the delayed start-up of the [audio distortion] credit loss provision.”
“We expect adjusted operating income margin between 3.8% and 4.5% for 2026, resulting in 130-200 basis points of year-over-year margin expansion.”
“Based on current market and operating conditions, we are maintaining our previous guidance for the year that parcel volume growth of 10%-13% year-over-year, representing a parcel volume range of 42.37 billion-43.52 billion.”
“We will get SG&A leverage this year, but we're not going to specifically talk about the overall numbers other than to say to get to the 8% operating margin on, call it 1%-2% revenue growth, we're going to see both gross margin expansion and some leverage on the SG&A side.”
“We continue to believe we could deliver positive high single-digit total company sales growth for the full year fiscal 2027.”
“We're also increasing our full-year adjusted gross margin guidance by 10 basis points to 26.1%, reflecting our outperformance through the first half of the year.”
“Regarding the first priority, we deployed about $1 billion for capital expenditures in the first quarter and continue to expect about $5 billion of CapEx for the full year as we invest behind the growth priorities we outlined at our financial meeting in March.”
“Based on our visibility and what we are hearing directly from our customer partners, we continue to believe that 2026 will be a year of meaningful growth in both revenue and EBITDA.”
“Can you walk us through the specific milestones, channel integrations, ETF listings, RIA, IRA onboarding that you expect to drive the inflection point, and what's the realistic 12-18-month AUM target range given your current pipeline?”
“When excluding the impact of retroactive fees, core fee-related earnings were $101 million, up 28% relative to the prior year quarter, and core FRE margin remains at 40%.”
“Today, revenue in the PAH market has really reached a stellar level at $100 billion in aggregate sales and a robust $7 billion per year, with 15 drugs approved, there remains a good pricing environment and commercial opportunity for these newer therapies because this is driven by the complex nature of PAH.”
“Despite the expected macro headwinds for the second quarter, given the momentum we see building in our pipeline for the back half of the year, particularly the several large strategic agreements that are in advanced stages, we are reiterating our full year 2026 guidance.”
“For the full year, we now expect OPEX growth to grow somewhere in the upper 40s on a year-over-year basis, driven by higher R&D and acceleration in the usage of AI tools to enhance productivity.”
“As you would expect, she immediately started contributing to earnings, though we won't see the P&L impact until the first quarter of our fiscal 2027.”
“For the first quarter, gross margin was 32.7%, down 70 basis points and in line with our expectations, primarily driven by the dilutive impact of FBM and ADG, offset by favorability in credit revenue.”
“To summarize, in a $37 billion assisted TAM, we expect to grow TurboTax Live customers 38% and revenue 36%, representing over 1/2 of our TurboTax franchise.”
“Today, revenue in the PAH market has really reached a stellar level at $100 billion in aggregate sales and a robust $7 billion per year, with 15 drugs approved, and there remains a good pricing environment and commercial opportunity for these newer therapies because this is driven by the complex nature of PAH.”
“We expect adjusted operating margins of 24%-25% and adjusted EBITDA in the range of $1.4 billion-$1.45 billion.”
“Because of the strengthening of the commercial pipeline, we are now actively securing slots for long lead items to secure the construction time that we are promising our clients in the commercial discussions, which we reconfirm that on MKI and MKII, we expect a construction time of around 36 months and somewhat longer for a MKII.”
“In our three-year business plan, we target adding 500 MW to 800 MW of new bookings every year, with the potential to do more.”
“We expect that this activity will form the basis for the commencement of sales in Casterra seeds for the 2027 growing season.”
“For the full year, we expect net sales growth of approximately 12%-14%, Adjusted EBITDA between $379 million-$385 million, adjusted net income between $198 million-$201 million, and Adjusted EPS of $3.27-$3.32 per diluted share.”
“Results within Network Solutions included the impact of certain one-time events, primarily within CERiS, which contributed in part to elevated revenue and profit during the period and added $0.02 of earnings per share.”
“Financial performance in line with our expectations, continuing a robust backlog of work, standing currently at EUR 2.7 billion, which we believe provides a very solid earnings visibility for the company.”
“Gross margin remained healthy at 50% with optimized commercial strategy during the Spring Festival to maximize traffic and conversion during the peak window.”
“Our existing pipeline, as we talked about before, we expect the budget will be about $150 million for next three years.”
“Importantly, this trend continued into 2026, with adjusted EBITDA margins in the first quarter improving significantly year-over-year, driven by higher revenue, production efficiencies, and lower operating expenses as a percentage of sales.”
“We did have a challenging 2025, and volume trends remained under pressure during the first quarter of this year, which was the main reason for the quarter's comp sales result.”
“OpEx in the quarter was $872 million, resulting in an operating margin above the high end of our guidance, or 49%, up 350 basis points sequentially and 780 basis points year-over-year.”
“Forward-looking statements in the conference call involve several risks and uncertainties, including but not limited to company's statements about its momentum, strategic direction and goals, market position and trajectory, future execution and delivery of value to customers and stakeholders, expansion within its existing customer base and expansion of its footprint, development, often enhancing strategic partnership and expected benefits and revenues from collaborations, the success of new technologies, including AI, to, among other things, enhance automation and efficiencies pipeline, opportunities and customer engagements and the timing thereof, the launch and reception of RADCOM Neura and its integration into agentic AI ecosystems, demand for its products and solutions, and the ability to address new customer segments and expand its market reach, trends in the market, the expected benefits of its AI-driven assurance and other solutions, its expectation with respect to research and development and sales and marketing expenses, expectations regarding the growth of 5G and AI and related spending, and its full year 2026 revenue guidance, future growth and profitability.”
“The difference between the 38% and the 33.2%, apart the impact of the shift on Natuzzi Editions, stays in the lower direct retail of the sales coming from the retail channel compared to last year and unfavorable sales mix.”
“In view of the current, you know, volatility in the travel demand, I think we'd kind of want to continue to remain in the 1.8%-2% kind of a, you know, margin guidance.”
“In addition to our guidance for fiscal year 2026, we therefore also confirm our medium-term target for the group, with net sales of EUR 4 billion and an adjusted EBITDA margin of 7%-9%.”
“Moving to Electronic Industrial Solutions Group, we delivered a record quarter with all-time highs for both orders and revenue, with strong growth across all 3 EISG markets, general electronics, semiconductors, and automotive and energy.”
“For the full year, Siding and Trim delivered net sales of $2.96 billion, up 3%, and adjusted EBITDA of $951 million at a 32.1% margin.”
“On a related question, how do you think about the symmetry of higher rates, i.e., you know, if we stay at these level of mortgage rates, do you think it's actually punitive to demand in your category, or do you think maybe, you know, given that we're at 40-year lows on existing home sales, it defers the release in the category, but it doesn't necessarily deteriorate demand going forward.”
“As a result of the higher cost of production and lower sales price, we anticipate second quarter gross margin to be in the high 40% range, which compares to 53% last year.”
“When we look out to April, May and frankly, 2027, you know, should we expect positive volume growth?”
“Gross margin as a percent of revenue was 64.2%, modestly below Q3 due to the continued mix shift toward our usage-based offerings, which in aggregate carry a lower margin profile, but can add meaningful profit dollars as the business scales.”
“The full impact of these adjustments on the income statement and statement of cash flows for the full year 2023 and 2024 and the balance sheet as of year-end 2024 are included in today's earnings release.”
“Given all these moving parts and the underlying business strength we anticipate, it is hard to predict the net impact on our profitability, and therefore, we are reiterating our margin targets for 2026, namely a 1 percentage point improvement in non-GAAP gross margin and non-GAAP operating margin of 6.5%-7.5%, both at the midpoint of our provided revenue range for 2026.”
“Shifting to restaurant level margins, our outlook reflects the strength of our business and incorporates a 20 to 40 basis point headwind to capture a more cautious view on elevated energy cost impacts given ongoing geopolitical uncertainty.”
“In the quarter, we generated total revenues of $62.7 million, in line with our previous guidance range.”
“We expect Q2 advertising revenue to maintain rapid growth with the contribution from our AI initiatives, with gross margin steadily improving and the net profit margin have further room to increase.”
“The contribution margin also increased by 0.9 percentage point quarter-over-quarter, mainly driven by the operating leverage from the revenue recovery in Q1, with fixed labor costs remaining relatively stable.”
“We are raising 2026 revenue growth guidance from 16%-18% to 20%-22%, which includes a 200-250 basis point benefit from favorable FX impact at current exchange rates.”
“Retail revenue totaling BRL 3.8 billion in the quarter, representing a 10% growth year-over-year and a 2% decline quarter-over-quarter, reflecting the impact in corporate credit in Brazil already explained before.”
“Cost of revenue was approximately $95 million in Q1 2025, compared to $46.7 million in Q1 2025, reflecting the substantially higher production and shipment volume during the period.”
“The transaction details as set out were CAD 18 million, with CAD 4 million of stock and set up in multiple payments over time, with revenue that we expect on this business to be CAD 12 million-CAD 13 million a year.”
“Our scarce FY 2027's capacity growth or summer 2026 capacity growth is allocated to those regions and airports who are actively cutting aviation taxes like Sweden, Slovakia, Albania and regional Italy, and are also where airports are incentivizing traffic growth.”
“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.”
Try a ticker, period, category, or a call speaker.请尝试代码、期间、分类或电话会发言人。
This is a transcript-only, historically incomplete publication. Releases, filings, slides, consensus and price reaction are visibly marked as not joined; lower-evidence packets remain held instead of being inferred.这是仅基于电话会文本且历史覆盖尚不完整的发布。新闻稿、披露文件、演示材料、一致预期和股价反应均明确标注为未接入；证据不足的数据包会被暂缓，而非由推断补齐。