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 4417–4512 of 6702.显示第 4417–4512 条，共 6702 条。
“A discussion of these risks and uncertainties is included in our filing with the SEC from time to time, including the section titled Risk Factors in our annual report on Form 10-K for the year ended December 31, 2025, and our quarterly report on Form 10-Q filed today, which I encourage you to review.”
“By year-end, we expect fully 50% of our production to be coming from the Three Sisters.”
“Our gross margin increased to 49% for the three months ended March 31st, 2026 from 18% for the three months ended March 31st, 2025, largely due to changes in the revenue mix, especially higher margins from our service offerings and increased share of 5G and product sales during the quarter.”
“Near term, we expect operations and processing costs to remain relatively flat as a percent of volume as we continue these initiatives, with AI-driven improvements expected to impact further in the second half of 2026.”
“We are raising full-year revenue guidance and now expect $175 million-$180 million, up from $172 million-$178 million, representing growth of 20%-23% year-over-year.”
“In trading, we saw incredibly strong growth in commodities, which represented 60% of trading commission in the first quarter, with volumes increasing nearly 4-fold year-over-year.”
“While the Q3 growth rates of 18% for revenue and 76% for operating income represent recent quarterly highs rather than a new normal expectation, we remain confident in our ability to continue to deliver double-digit revenue growth, coupled with expanded operating leverage as we close out fiscal year 2026 and continue to help more patients to breathe easier into the future.”
“In line with these trends and given our current macroeconomic environment, we are taking a measured approach to our outlook and guiding second quarter revenue to a range of $93 million-$95 million with an adjusted EBITDA loss in the range of $2 million-$4 million.”
“Gross margin grew by $5.8 million in the quarter to 26.9%, a nice improvement from 26.2% last year in Q1.”
“Together with charter arrangements for our existing fleet, these additions position us with a pro forma fleet of 104 containerships and 15 Capesize and Newcastlemax vessels with a $4.1 billion contracted revenue backlog.”
“As we move forward in 2026 and beyond, we anticipate that all of these factors will continue to support our long-term growth, enhance future profitability, and further strengthen shareholder value.”
“We expect Q2 revenue to be around $178 million, with Adjusted EBITDA margins around 17.5%, which implies the back half of the year will be about 55% of our full-year revenue.”
“Our strong start to the year, the visibility provided by our record backlog, and our confidence in executing our growth strategy have given us the conviction to raise our full year 2026 revenue guidance.”
“To remind you, HOPE-3 was a pivotal phase III multi-center randomized double-blind placebo-controlled study that enrolled 106 patients in a 1-to-1 randomization scheme.”
“In accordance with our new incoming business I mentioned earlier, we can already say that we expect a surge in revenue in the second half of 2026, with over 25% higher revenues compared with the first half, with a potential to see additional upside based on timing of orders and deliveries between Q4 2026 and early 2027.”
“Higher demand in the power generation and critical infrastructure end markets drove revenue growth of more than 40% in Gearing and more than 60% in Industrial Solutions year-over-year.”
“We delivered against our mid-single-digit same-store sales guide despite challenging weather in January, a 60 basis point impact, and the initial impact of strategic densification in Phoenix as we added new stores around existing high-volume locations, which resulted in a 160 basis point headwind, as Mark mentioned earlier.”
“On our fourth quarter call, we shared the target of reaching a $4 billion commercial aircraft backlog by year-end 2026, up from a $3.5 billion backlog at the end of last year.”
“While we ended the quarter at the upper end of our target net leverage range of between 1.0x-1.25x, we believe we remain in a position to capitalize on attractive investment opportunities as the portfolio continues to generate healthy levels of repayment activity.”
“The 310 basis point gross margin expansion was driven by higher volume, improved productivity, and a $2.8 million cumulative catch-up adjustment on the MV-75 program, which added about 120 basis points of margin based on updated program estimates.”
“We continue to maintain our cash runway guidance into the second half of 2028, and in doing so, we will be able to fund operations through key data milestones over the coming months and continue to support our differentiated programs that have the potential to meaningfully improve patients' lives.”
“As John reviewed, we reported organic revenue growth in the second quarter of more than 12% versus the prior year period, led by broad-based net new business, higher like-for-like volumes, and the favorable impact of the calendar shift, which was approximately 3%.”
“Tariff uncertainty led many of our customers to defer orders for our highest margin product in Q4 of 2025 and Q1 of 2026.”
“As we've announced separately, the combinations in the pipeline, we are raising our full-year inorganic revenue guidance from $33 million to $55 million.”
“Finally, in our critical digital infrastructure accelerating growth market, Amentum received over $600 million in awards to provide advanced engineering and technology solutions to a broad range of telecom, hyperscaler, and national security customers.”
“Those same three customers accounted for approximately 71% of our first quarter 2026 sales, indicating that we are successfully diversifying our revenue stream to new customers and markets.”
“Looking ahead, we are reiterating our 2026 revenue guidance of between $113 million and $117 million, with continued profitability improvements for the year.”
“We are increasing our full year revenue guidance, with growth now expected to be in the range of 6%-7%, an increase of 1 percentage point to the low end of our prior range, with equal contribution expected from volume and price.”
“The number of customers reporting a quarter million-plus royalty dollars has grown from 1 a year ago to 3 currently, further highlighting our rapidly diversifying and growing royalty revenue stream.”
“Accordingly, we expect low double-digit growth in crushing volumes driven by greater cane availability, and we anticipate a full year of ethanol maximization given the current price scenario.”
“Corporate-wide, this translates into $224 million in free cash flow, even accounting for a very large tax payment that was made in January as a result of our 2025 income taxes that, you know, just simply due to the profitability of the business, the Mexican government's paid $95 million, you know, which obviously came out of our cash flow.”
“Specific to the growth in the Middle East, which has contracted in the first half of the year, we're expecting the second half of the year, we're gonna start seeing the growth to support the guidance we have of 4%-6%, excluding the Workday impact, and including the Workday impact, 6%-8% growth.”
“We expect this partnership will help decrease risk related to international importation of pharmaceuticals, including potential tariffs.”
“For the first quarter, we reported revenue of $320.9 million that declined 1.5%, but grew 0.2% on a constant currency basis within our prior guidance range.”
“I also want to highlight here, if you look to operating cash flow, you know, EBITDA minus CapEx, we came from a margin in the first quarter of 2024, 23.6%, went to 25%, and now we are in 26.2%.”
“maybe just on Lost Creek, so noting the 57,000 lbs drummed in April, should we expect this to be linear for the rest of Q2?”
“At Fiber Infrastructure, we still expect revenues and contribution margin to be $975 million and $560 million respectively at the midpoint for full year 2026.”
“Despite revenue pressure, Paycell's net interest margin expanded significantly by 3.6 percentage points to 8.3%, supported by lower funding costs.”
“With strong customer demand and active discussions representing more than 20,000 beds, we believe Target is well-positioned to drive long-term value creation through our focused strategic growth initiatives.”
“In summary, in line with our recently announced 40% improvement to full year 2026 Adjusted EBITDA guidance, our company is focused on accelerating its path to profitability and anticipates Adjusted EBITDA loss to further narrow through the second half of 2026 absent unexpected macro or geopolitical headwinds.”
“Total sales volume increased 5.6% over the trailing 12 months and 8.8% in the quarter, with comparable sales growth of 6.5% for the first quarter.”
“Resident revenue increased 8.5% year-over-year, and community NOI reached $51.3 million, with NOI margin expanding 70 basis points year-over-year despite the near-term dilution associated with bringing newly acquired non-core and transitioning communities into the platform.”
“The joint venture is targeting approximately $1.1 billion total in senior secured limited recourse project debt supported by three leading major Export Credit Agencies, including the Export-Import Bank of the United States and Export Finance Norway, along with a strong syndicate of commercial banks.”
“We are proud of our performance to start 2026, executing key projects ahead of schedule, adding meaningful backlog, delivering first quarter EBITDA that exceeds expectations, and raising our full year revenue and EBITDA guidance.”
“Strong gross margins and effective cost control enabled us to deliver bottom-line results above our guidance range, with adjusted operating income coming in at $73 million and adjusted diluted EPS of $0.44.”
“We expect the advancement of AI agents to meaningfully impact and accelerate Ethereum usage metrics in the near and long term.”
“As we outlined in our fourth quarter call, we expected strong year-over-year revenue growth in the first quarter of 2026, driven by shipment of a portion of the $5.7 million of on-premises Novera quantum computing system purchase orders announced late last year.”
“We increased revenue by $30 million at the low and high ends of the guidance range, increased adjusted EBITDA by $5 million at the low and high end of the range, we increased free cash flow by $7 million at the low and high end of the guidance ranges.”
“Sales and marketing expenses for the quarter were $1.6 million, compared to $0.7 million in the prior year, increasing primarily as a result of employee compensation costs, customer lead generation activities, trade show participation, advertising, and other marketing and selling costs.”
“Among the factors that could cause actual results to differ materially are the timing and ultimate conversion of power systems orders, including data center-related orders, quarterly variability in our product mix and corresponding gross margin, the cost, pace, and outcome of capacity ramp-up activities at our Wisconsin operation, demand in the oil and gas end market, supply chain, and component availability, macroeconomic, regulatory, and trade conditions, pending litigation and regulatory inquiries, and the other risks and uncertainties described in our most recent annual report on Form 10-K, our quarterly reports on Form 10-Q, and other filings with the SEC, all of which are incorporated by reference for purposes of today's call.”
“Based on our current pipeline, we expect to enter into several more in the coming months and expect to realize over $15 million in sponsorship revenue in 2026.”
“We will continue to focus on accelerating programs, but as of today, we think the first half will be in the 40% range for the full year in context of our overall guidance of the full year sales growth of 13%-15%.”
“For Network Rail, we are actively engaging with our customer to improve the financial outlook for the contract and/or otherwise minimize the volatility and risk.”
“The business ended the quarter with approximately 2.37 million customers, a year-over-year increase of 9%, well ahead of the 5%-6% net customer growth embedded in our long-term growth plan.”
“We will continue with our counter-cyclical investment and CapEx will be around $180 million for the full year of 2026, reflecting increased activity and a strong pipeline of contract awards.”
“We expect some continued pressure from a Phase 3.2 ramp-up costs and current raw material price increases aim to maintain a strong margin profile.”
“When combined with our DAP pricing guidance for the segment of $760-$780 per ton, this suggests that second quarter realized stripping margins will be in excess of $400 per ton for our sales book, 60% of which has already been committed and priced.”
“We expect non-GAAP operating income of $46 million-$48 million, with an operating margin of 13%-14%, which assumes a negative FX impact of 100-200 basis points.”
“But as, you know, with 2 GW capacity power and so many opportunities to generate free cash flow from a long-term perspective, 15-year risk-free or low risk rate of return type projects, it certainly begs the attention from a rating perspective.”
“Second, thinking a little bit more about your $1 billion revenue by 2027 guidance that you announced earlier this year, is there a chance you could achieve that on a run rate basis before 2027?”
“SG&A expenses also improved to 55% of revenue from 56.9%, supported by lower bad debt expense, which declined to 9.5% of revenue from 10.1%, reflecting stronger financial aid processing and cash collections.”
“This increases the reach of our field sales team to approximately 15,000 targeted eye care professionals, allowing us to respond to inbound demand from physicians outside our initial target group and to build higher frequency territories.”
“Based on the discussions we're having today, we expect our investment in power equipment to generate unlevered returns greater than 15% and EBITDA build multiples around 5x, competitive with our compression business after factoring the added benefit of increasing the average duration of our contracted cash flow with high-quality customers.”
“We control scarce, deliverable power in 3 of the most supply-constrained markets in North America, allowing us to work alongside our customers to solve that challenge together.”
“Net income for FY 2026 March was JPY 447.3 billion, exceeding the full year forecast of JPY 440 billion.”
“This gives us greater visibility and added confidence in our 2026 trajectory, and combined with the unified DOCSIS 4.0 ramps, large customer deployment plans, and accelerating Rest-of-Market adoption, will help drive strong broadband revenue growth throughout the course of this year.”
“While we expect to be positioned to return to net income profitability in 2027, our primary focus will be on driving strong growth and cash flow generation.”
“Over the course of 2026, we expect $22 million-$26 million in new bookings, which includes all ARR and non-recurring revenue.”
“Today, my presentation will address how our strategy will deliver durable value for investors during our current guidance period of 2026-2028, continue to compound value in the 2029 plus timeframe, and deploy robust free cash flow judiciously over the short and the long term.”
“Q1 GAAP revenue was $310 million, up 1.5% year-over-year, adjusted operating income was $110 million, a margin of 35%, with both revenue and AOI coming in above the high end of the guidance ranges we provided.”
“Turning to our financial results, revenue in Q1 2026 was $99 million, within our guidance range and compared to $134 million in the prior year period.”
“Adjusted EBITDA margin was 27.2% compared to 31.3% in Q1 2025, primarily due to higher costs of revenue and SG&A impacts, which we expect to normalize over the balance of the year, with our adjusted EBITDA margins expected to return to our typical approximate 30% range.”
“The name specific credit events, which include several 2021 and 2022 vintage loans, are being impacted by the combination of the lingering effects of the higher inflationary and higher interest rate environment, which reduced free cash flow levels for many companies and created issues specific to certain portfolio companies, including labor rates and changing customer behavior.”
“Cable distribution revenue grew 5% over the prior year quarter as pricing gains outpaced the impact from net subscriber declines, which remained stable at under 6.5% across our third-party distributors before taking into account a meaningful positive contribution from Fox One.”
“Cable distribution revenue grew 5% over the prior year quarter as pricing gains outpaced the impact from net subscriber declines, which remained stable at under 6.5% across our third-party distributors before taking into account a meaningful positive contribution from Fox One.”
“Revenue increased 25% year-over-year, well above the high end of our quarterly guidance range, and contribution ex-TAC increased 18% year-over-year above the midpoint of our quarterly guidance range.”
“Overall, we're very pleased with the quarter in terms of the year-over-year growth sales, and we continue to take a very pragmatic approach on how we're scaling in to very particular customers that we're targeting to be our base over the next decade.”
“Overall, while the unfavorable supply dynamic and recent developments in the Middle East are impacting our cost base, we remain confident positive demand trends combined with strategic investments and cost-saving initiatives will lead to improved profitability on a full-year basis.”
“This outlook reflects our strategic shift towards recurring subscription revenue and long-term margin expansion, consistent with the plan we communicated on our Q4 2025 call.”
“Gross profit and adjusted gross profit in the first quarter were CAD 19.2 million, representing a 39% year-over-year growth from Q1 2025's adjusted gross profit.”
“You know, you can really think about Circle as a founding creator and stakeholder, and we will get, as Jeremy alluded to in his comments about guidance, you know, we do expect to see, you know, significant impacts for us on revenue and our margin structure and EBITDA, and we will talk more about that on our next earnings call.”
“Finally, our full year guidance continues to reflect approximately $50 million of Project Gravity value capture, including roughly $30 million of incremental benefit in 2026, reinforcing continued progress against our cost and margin objectives.”
“The cost of restaurant revenues decreased by just over $7 million on the lower top-line volume I discussed a moment ago.”
“In particular, free cash flow, more or less tripled from $4 million to $12 million in the quarter.”
“Our Bitcoin production for the current quarter decreased approximately 7% year-over-year due to difficulty, but we saw lower power prices of $0.052 per kWh compared to $0.06 in the same period last year, which helped margins in this lower Bitcoin price environment.”
“On the Wi-Fi, Yaniv can point more into the specific numbers, but we're extremely encouraged with the ramp that we've seen first through all 2025 and now continuing and even more in Q1 2026, where we reach all record high volume this quarter, and we expect that to continue with a very nice ramp moving so-called from the more legacy Wi-Fi into Wi-Fi 6.”
“With that in mind, we are updating our full year 2026 guidance to reflect the divestiture as follows: We now expect 2026 reported full year revenue to be in the range of $395 million-$405 million, including the $18 million I just referenced related to the divested business.”
“Much like the strong EPS growth, we see similar growth in our free cash flow outlook with the 2026, 2027 period producing a forecasted $8.4 billion and the 2028, 2029 period rising to $11.5 billion-$13 billion before the levers I just mentioned.”
“We also delivered 87% gross margin and expect to maintain growth margin in the high 80s range throughout 2026.”
“Breaking down each revenue line, advertising revenue declined 19.8% year-over-year to $17.1 million.”
“The impact of AI data center growth on B&W is truly profound as we added over $2 billion in additional AI data center opportunities in our pipeline from hyperscalers and utility customers.”
“Finally, on efficiency and distribution with our low cost to serve decoupled from linear headcount growth, our flat operating costs against growing volume converts to operating leverage, which our partner networks, whose aggregate reach extends to hundreds of millions of users, subject to definitive partner agreements and product launches.”
“Consistent with the first quarter, we anticipate continued increases in operating expenses for 2026, reflecting increased investment in our clinical operations, particularly for the pivotal FORTIFY-HN01 study with the interim analysis expected in mid-2027 and parallel study, as well as an increase in SG&A as we invest in early commercial and medical infrastructure to support the potential launch of FICERA.”
“This improvement was due to an increase in both baseball and mixed-use development revenue, partially offset by an increase in baseball operating costs, including increased player salaries and variable stadium operating expenses due to the increase in regular season home games in Q1 2026 versus the same period last year, and an increase in mixed-use development operating expenses due to the Pennant Park acquisition.”
“This improvement was due to an increase in both baseball and mixed-use development revenue, partially offset by an increase in baseball operating costs, including increased player salaries and variable stadium operating expenses due to the increase in regular season home games in Q1 2026 versus the same period last year, and an increase in mixed-use development operating expenses due to the Pennant Park acquisition.”
“The combination of volume, cost discipline and favorable realized pricing drove a substantial increase in earnings and cash flow, which has meant that today we announced a quarterly dividend of $0.175 per share and a $3 billion share buyback.”
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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。