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 4321–4416 of 6702.显示第 4321–4416 条，共 6702 条。
“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.”
“Furthermore, the record production levels had virtually no impact on earnings because we had a backlog of exports amounting to around 80,000 barrels per day, which is another important point that will sustain our results for the second quarter.”
“We continue to expect full year revenue of $106.5 million-$110.5 million, representing 30%-35% year-over-year growth, with gross profit margins between 60%-62%.”
“We are confident to achieve our 2026 guidance, which outlines our commitment for growth, profitability, and shareholder value as seen in the previous slide, supported by key strategic initiatives which have been maturing steadily in the past quarters.”
“We delivered volumes at the high end of our guidance ranges for each product, including oil and condensate production of approximately 225,000 barrels per day.”
“On gross margin, we now expect a full-year level of at least 64.5%, maturely ahead of 2025, despite the additional impact from tariffs.”
“We delivered solid financial performance across the business, including 20% revenue growth year-over-year, strong profitability, and record backlog of over $5.25 billion.”
“Revenue for the Q1 increased 26% year-over-year, supported by a significant increase in console sales and continued growth in circuit sales.”
“Non-GAAP operating expense growth of approximately 10% in the quarter remained meaningfully below our revenue growth of 20%, again demonstrating underlying operating leverage as we scale.”
“New product revenue from the segment grew over 70% year-over-year in the quarter, and customer design wins grew by 25% on the back of both innovation and strong commercial execution of our teams.”
“Over time, we target SG&A in the range of 13%-14% of revenue, which we believe supports our growth while preserving operating leverage.”
“obviously, Ben, I mean, if you look at financial guidance and revenue on where we are with what we have signed and what we expect to convert through the end of the year, and you look at the balance of that, I mean, that should hopefully give you a sense of kind of where we are in current origination without me getting in front of, like, providing, you know, a 2027 expectation.”
“When we think of our CapEx guidance for the year, you know, it's pretty close to 50/50 in terms of, I'll call it maintenance on the coal front and then growth on both the coal and the rare earth and critical minerals front.”
“At a high level, as of 2025, Madison Air is a $3.5 billion revenue business with strong underlying profitability and cash generation, delivering 26.6% EBITDA margins and $440 million in free cash flow last year.”
“In general, as we invest to grow, we currently expect Free Cash Flow in 2026 to operate in the neighborhood of 25%-30% of our Adjusted EBITDA on a full year basis, with belief that it will trend higher with scale and once spending on our growth initiatives and infrastructure to scale our company returns to more normal levels.”
“Total operating expenses in the first quarter increased 7% year-over-year to $33 million, of which fulfillment expenses increased by 5% to $4 million, reflecting the growth in top-line revenues Selling and marketing expenses increased by 13% to $25 million, while general and administrative expenses decreased by 15% to $4 million.”
“Then a financial question on the adjusted net income guidance for profitability in 2026.”
“As we've outlined, we are expecting over 90%, nearly all, of this EBITDA to convert to free cash flow this year and support our growth plans by providing capital to strengthen and de-risk our balance sheet.”
“Year-over-year, fixed base cash rents decreased by about $2.4 million for the quarter, primarily due to lost revenues from one property that was transitioned to direct operations last year and two tenants that were placed on non-rent status this quarter.”
“This year, we expect to generate multiple data readouts to support that strategy, including updated data from our 7+3 combination in newly diagnosed AML at EHA, publication of our venetoclax azacitidine combination, and initial data from our gilteritinib combination in relapsed and refractory AML patients with NPM1 and FLT3 co-mutations.”
“As shown on page 4 of our earnings presentation, highlights include: record quarterly revenue of $151 million with year-over-year growth across all three end markets and the addition of our new maritime defense systems end market, record quarterly gross profit of $64 million, record quarterly adjusted EBITDA of $45 million, all-time high backlog of more than $1 billion.”
“Within the quarter, we grew our defense backlog with a $21.5 million thermal imaging follow-on order, a $3.2 million initial Sentinel FPV order, over $5 million of new European HMD awards, a Phase 1 SBIR for soldier-borne MicroLEDs, and the first DarkWAVE order from THEON.”
“The weighted average yield on our portfolio of 10.1% provides a solid foundation for consistent income generation while our minimal exposure to volatile sectors like software and technology at just 2% positions us well relative to many of our peers.”
“We expect advertising and commission revenues to remain an important growth driver for JD Retail throughout 2026, fueled by the following factors: Our supply chain strengths, expanding user base, enhanced 3P ecosystem and traffic allocation efficiency, optimized AI-powered advertising conversion, and deepening synergies across our businesses.”
“Cash flow remains robust, and for 2026, we continue to anticipate being around the higher end of the free cash flow conversion of adjusted net income target range of 75%-100%.”
“Both metrics were elevated, with cash costs above the company's guidance range of $1,900-$2,100 per ounce and mine site AISC above the company's guidance range of $2,750-$2,950 per ounce due to lower gold ounces sold, higher royalties and excise taxes on gold sales from higher than fundamental prices, and increased diesel prices.”
“We continue to take steps to sharpen our focus on enrolling this important OVATION 3 study as rapidly as possible and to conserve cash.”
“The international environment has become more volatile, with higher energy prices and external uncertainty potentially pressuring inflation and growth outlook.”
“At the same time, the strong pipeline we are building today provides visibility into continued growth, with many of the leads we are currently generating expected to convert into sales in the second half of 2026 and into early 2027.”
“Cost of revenues increased by 12% year-over-year to RMB 1.48 billion for Q1, primarily due to increased cost of in-game virtual items, as well as increased revenue sharing fees and content costs.”
“Because of this, underlying demand is tracking in line with or above our expectations, therefore, we're fully reaffirming our 2026 revenue guidance of between $350 million-$365 million for the full year.”
“Hydraulics gross profit in the quarter grew 18% year-over-year, and gross margin expanded 220 basis points to 31.8%, driven by better fixed cost leverage on higher volume, lower material costs, and the impact of the CFP divestiture.”
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