Earnings call record财报电话会记录

Source-first earnings records.来源优先的财报记录。

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。

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5581 admitted call records 份准入电话会记录 29422 ingested packets 份已摄取数据包 23841 held by evidence policy 份因证据策略暂缓 3036 tickers 个代码 0 model calls in this publication 次模型调用 RSS
Weekly intelligence每周情报

See the pattern across calls.查看跨电话会的模式。

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

Open this week’s evidence brief打开本周证据简报q and a
Directory目录

Currently admissible records当前符合准入条件的记录

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 385–480 of 5581.显示第 385–480 条，共 5581 条。

IDN2026-08-13

IDN · Q2 FY2026 call record电话会记录

marginsguidanceperformance
“Q2 revenues grew by 7% sequentially, and we expect that underlying growth to continue, thanks to the consistent and deliberate customer diversification we have built and our strengthened balance sheet with $11.8 million in cash and no debt.”
Bryan Lewis12 receipted excerpts条可追溯摘录
IA2026-08-13

IA · Q3 FY2026 call record电话会记录

demandmanagement commitmentsq and a
“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.”
Jeff DiGiovanni12 receipted excerpts条可追溯摘录
HTFL2026-08-13

HTFL · Q2 FY2026 call record电话会记录

performanceguidancerisks
“Ultimately, it's the combination, the durability of the growth profile, the plaque proof points, and the mid-term gross margin targets of 85% that reinforce a conviction of getting the company to profitability in that 2028 timeframe.”
Vikram Verghese12 receipted excerpts条可追溯摘录
HAWK2026-08-13

HAWK · Q2 FY2026 call record电话会记录

performancedemandcapital allocation
“At this point, we expect total company revenues for full year 2026 to land in the range of $215 million-$220 million, and we expect Adjusted EBITDA for the full year to be in the range of $30 million-$36 million.”
Craig Searle12 receipted excerpts条可追溯摘录
GRSD2026-08-13

GRSD · Q2 FY2026 call record电话会记录

performancemarginscapital allocation
“We expect that trajectory to carry forward into 2027 and drive strong year-over-year adjusted EBITDA growth with expanded margins in the low 30s.”
Elias Mark12 receipted excerpts条可追溯摘录
GLOB2026-08-13

GLOBANT SA · Q2 FY2026 call record电话会记录

demandcapital allocationperformance
“Adjusted gross margin was 36.5%, slightly down as dollar weakness accelerated, primarily impacting our largest delivery center, Colombia, and our utilization remained below our targets.”
Juan Urthiague12 receipted excerpts条可追溯摘录
GLNG2026-08-13

Golar Lng · Q2 FY2026 call record电话会记录

demandq and aguidance
“We expect to see another one to three FLNG orders from the existing owners on this page within the next 6-12 months, further building on our thesis that the FLNG market will see similar development to that of the FPSO industry, which started in 1985 and now has grown to more than 250 units globally.”
Karl Fredrik Staubo12 receipted excerpts条可追溯摘录
GDS2026-08-13

GDS HLDGS - ADR · Q2 FY2026 call record电话会记录

guidanceperformanceq and a
“As we just raised our sales target for the current year, we are also raising our guidance for CapEx paid from RMB 9 billion to RMB 10 billion, most of which is in the second half.”
Dan Newman12 receipted excerpts条可追溯摘录
FRMM2026-08-13

FRMM · Q2 FY2026 call record电话会记录

demandriskscapital allocation
“We continue to expect full-year 2026 revenue to be in the range of $18 million-$22 million.”
John Saunders12 receipted excerpts条可追溯摘录
FOCL2026-08-13

FOCL · Q2 FY2026 call record电话会记录

risksperformancedemand
“Focal One procedure volumes increased 47% year-over-year, demonstrating strong usage by existing programs, as well as the impact of new Focal One programs launched during the quarter.”
Ryan Rhodes12 receipted excerpts条可追溯摘录
FIGR2026-08-13

FIGR · Q2 FY2026 call record电话会记录

guidanceperformancedemand
“As previewed in July, Figure generated $4.3 billion of consumer loan marketplace volume, beating the top end of our guidance by 4%, with 132% year-over-year growth.”
Michael Tannenbaum12 receipted excerpts条可追溯摘录
FGI2026-08-13

FGI · Q2 FY2026 call record电话会记录

risksperformancemargins
“Our gross margin increased to 33.4% in the quarter compared to 28.1% the prior year, driven by trade-related recoveries in the quarter.”
Jae Chung12 receipted excerpts条可追溯摘录
EVTL2026-08-13

EVTL · Q2 FY2026 call record电话会记录

demandq and arisks
“We expect to select the long-term turbogenerator supplier during the latter half of 2026 and to begin flight testing the hybrid electric prototype in the first half of 2027.”
Stuart Simpson12 receipted excerpts条可追溯摘录
ETON2026-08-13

Eton Pharmaceuticals Inc · Q2 FY2026 call record电话会记录

guidanceperformancemargins
“We expect full-year adjusted gross margin to exceed 70%, inclusive of a potential commercial milestone expected to be recorded in the fourth quarter of 2026 upon achievement of certain net sales thresholds for ALKINDI SPRINKLE and KHINDIVI.”
Judy Matthews12 receipted excerpts条可追溯摘录
ESEA2026-08-13

ESEA · Q2 FY2026 call record电话会记录

performanceq and acapital allocation
“On container trade, as measured in TEUs Volume is projected to moderate from 4.6% growth in 2025 to just 3.7% in 2026, reflecting tariff impacts and slower global growth overall due to the geopolitical disruptions.”
Aristides Pittas12 receipted excerpts条可追溯摘录
EQPT2026-08-13

EQPT · Q2 FY2026 call record电话会记录

performancemarginssegment changes
“To put the second half in context, our guidance implies approximately 28% rental segment revenue growth in the back half against a second half of 2025 that itself grew approximately 36% year-over-year as large-scale mega projects began ramping across our network.”
Jabbok Schlacks12 receipted excerpts条可追溯摘录
ENS2026-08-13

EnerSys · Q1 FY2027 call record电话会记录

demandrisksq and a
“For the second quarter of fiscal 2027, we expect net sales in the range of $955 million-$995 million, with adjusted diluted EPS of $3.15-$3.25 per share, growing 21% versus prior year at the midpoint, which includes $42 million-$47 million of 45X benefits to cost of sales.”
Andi Funk12 receipted excerpts条可追溯摘录
ENHA2026-08-13

ENHA · Q2 FY2026 call record电话会记录

performancemanagement commitmentsq and a
“This will allow us to monetize our sporting business more effectively while also opening additional revenue streams around the games going forward.”
Maximilian Martin12 receipted excerpts条可追溯摘录
ELMT2026-08-13

ELMT · Q2 FY2026 call record电话会记录

performancemarginsq and a
“We also attributed approximately $36.3 million of the $46.9 million of total backlog growth between Q2 2025 and Q2 2026 to tungsten product increases within AD&G market, driven by a mixture of price and volume.”
Mike Lee12 receipted excerpts条可追溯摘录
DLO2026-08-13

DLocal Limited · Q2 FY2026 call record电话会记录

marginsperformancecapital allocation
“Following the strength in volumes and the continued ramp-up of several large merchants, we are also raising our gross profit growth guidance to 25%-30% year-over-year.”
Pedro Arnt12 receipted excerpts条可追溯摘录
DARE2026-08-13

DARE · Q2 FY2026 call record电话会记录

demandmanagement commitmentsq and a
“We're establishing the performance benchmarks, customer relationships, and repeatable processes needed to support stronger and more efficient growth in 2027 and beyond.”
Sabrina Martucci Johnson12 receipted excerpts条可追溯摘录
CXAI2026-08-13

CXAI · Q2 FY2026 call record电话会记录

segment changesperformancemargins
“Number 2, recurring revenue more than 95%, gross margin above 70%, software mix above 95%, increasing revenue per customer.”
Khurram Sheikh12 receipted excerpts条可追溯摘录
CWD2026-08-13

CWD · Q2 FY2026 call record电话会记录

performanceq and aguidance
“As revenue strengthens and cost discipline continues across the business, we remain on a steady path toward our 2026 profitability targets.”
Michael Rosales12 receipted excerpts条可追溯摘录
CRMD2026-08-13

CorMedix Inc · Q2 FY2026 call record电话会记录

guidanceperformanceq and a
“In addition to net revenue and operating expenses, EPS was impacted by income tax expense of $12.7 million, as well as non-operating income and expenses net of approximately $4.2 million, associated with the mark to market of marketable equity securities and contingent consideration, which reflects the approximate fair value of future milestone and royalties payable to former Melinta shareholders.”
Susan Blum12 receipted excerpts条可追溯摘录
CODX2026-08-13

CODX · Q2 FY2026 call record电话会记录

performancerisksdemand
“Cost of revenue for the quarter was $45,000, resulting in a gross profit of approximately $121,000 compared to a gross profit of $131,000 in the prior year period.”
Brian Brown12 receipted excerpts条可追溯摘录
CLBT2026-08-13

CELLEBRITE DI LT · Q2 FY2026 call record电话会记录

demandriskssegment changes
“We expect third quarter revenue in the range of $145 million-$148 million, and adjusted EBITDA in the range of $42 million-$45 million, or a margin of 29%-30%.”
David Barter12 receipted excerpts条可追溯摘录
CELC2026-08-13

Celcuity Inc · Q2 FY2026 call record电话会记录

management commitmentsguidancedemand
“Now, with the FDA approval of our NDA in hand and positive data from the mutant cohort, we expect to submit the data from the mutant cohort to the FDA as an sNDA in the third quarter of 2026, and we expect to submit VIKTORIA-1 phase III data for both the wild-type and mutant cohorts to global regulatory authorities following the sNDA submission.”
Brian Sullivan12 receipted excerpts条可追溯摘录
CAE2026-08-13

CAE · Q1 FY2027 call record电话会记录

management commitmentsguidanceperformance
“On the civil side, Boeing and Airbus released their 20-year commercial market outlooks, which called for air traffic growth of approximately 4% annually and the delivery of more than 40,000 new aircraft, and a near doubling of the global installed service fleet.”
Matthew Bromberg12 receipted excerpts条可追溯摘录
BZAI2026-08-13

Blaize Holdings Inc · Q2 FY2026 call record电话会记录

risksguidanceperformance
“With continued supply chain cost inflation that we may not be able to immediately pass through and some higher margin opportunities pushed into 2027, we now expect gross margin of 17%-19% for the second half of the year, and an adjusted EBITDA loss of $62 million-$65 million for the full year.”
Harminder Sehmi12 receipted excerpts条可追溯摘录
BWAY2026-08-13

BWAY · Q2 FY2026 call record电话会记录

demandrisksq and a
“In addition, we are narrowing our ranges for operating margin to 13.5%-40% of revenue and adjusted EBITDA to $130 million-$40 million, representing anticipated growth of approximately 90%-100% over full year 2025.”
Ido Marom12 receipted excerpts条可追溯摘录
BTBT2026-08-13

BTBT · Q2 FY2026 call record电话会记录

riskscapital allocationmargins
“For the six months, cloud revenue increased 29% year-over-year at a gross margin of 58%.”
Erke Huang12 receipted excerpts条可追溯摘录
BSP2026-08-13

BSP · Q2 FY2026 call record电话会记录

capital allocationq and aperformance
“For the full year, we expect revenue to be in the range $2.78 billion-$2.82 billion, and for adjusted operating income to be in the range of $1.46 billion-$1.51 billion.”
Enrico Martinelli12 receipted excerpts条可追溯摘录
BN2026-08-13

BROOKFIELD CORP · Q2 FY2026 call record电话会记录

risksq and aperformance
“These new bank channels contributed approximately $200 million of sales during the quarter, and we expect them to become a very meaningful source of growth as they scale.”
Sachin Shah12 receipted excerpts条可追溯摘录
BLTE2026-08-13

BLTE · Q2 FY2026 call record电话会记录

performanceq and amanagement commitments
“At ASRS, we presented new secondary endpoint data demonstrating subjects treated with tinlarebant showed a halt to slightly decreased QAF values, decreased by approximately 2% at month 25 compared to baseline.”
Tom Lin12 receipted excerpts条可追溯摘录
BLSH2026-08-13

BLSH · Q2 FY2026 call record电话会记录

demandq and aperformance
“Based on our current outlook, we expect the second half SSNO revenue implied by our guidance will be split roughly 45% in the third quarter and 55% in the fourth quarter, with new partnerships already signed and coming online this quarter driving that expected sequential growth.”
David Bonanno12 receipted excerpts条可追溯摘录
BKTI2026-08-13

BKTI · Q2 FY2026 call record电话会记录

performancemarginscapital allocation
“Second quarter revenue grew 10.6% to $23.4 million, extending our trailing 12-month revenue growth to 15.7%, and gross margin expanded 445 basis points to 51.9%.”
John Suzuki12 receipted excerpts条可追溯摘录
BIRK2026-08-13

BIRKENSTOCK HOLD · Q3 FY2026 call record电话会记录

guidanceperformanceq and a
“Given this continued momentum for fiscal 2026, we raised our guidance for revenue growth to 15% in constant currency and adjusted EBITDA of at least EUR 710 million.”
Oliver Reichert12 receipted excerpts条可追溯摘录
AVAL2026-08-13

AVAL · Q2 FY2026 call record电话会记录

performancemarginsq and a
“Inflationary pressures increased during the quarter, with annual inflation reaching 6.0% in July, moving further off from the central bank's target.”
María Lorena Gutiérrez Botero12 receipted excerpts条可追溯摘录
AVAH2026-08-13

Aveanna Healthcare Holdings Inc · Q2 FY2026 call record电话会记录

guidanceperformancedemand
“Based on the strength of our second 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 greater than $2.6 billion and adjusted EBITDA greater than $365 million.”
Jeff Shaner12 receipted excerpts条可追溯摘录
ARCO2026-08-13

ARCOS DORADOS-A · Q2 FY2026 call record电话会记录

guidanceperformancedemand
“Looking ahead, we expect conditions to remain dynamic through the second half of 2026, but we are confident in the strength of our plans, the agility of our operating model, and our continued financial discipline as we work to maximize full-year results and strengthen the foundation for future growth.”
Mariano Tannenbaum12 receipted excerpts条可追溯摘录
AMPG2026-08-13

AMPG · Q2 FY2026 call record电话会记录

performancemarginsq and a
“As those products and customer programs move further towards commercialization, we expect the opportunity for a more favorable mix of a higher margin revenue.”
Fawad Maqbool12 receipted excerpts条可追溯摘录
AMAT2026-08-13

Applied Materials · Q3 FY2026 call record电话会记录

guidanceperformancedemand
“As a result, we expect to grow our process diagnostics and control business more than 50% in calendar 2026, and we have a strong pipeline of new products that will fuel growth in 2027 and beyond.”
Gary Dickerson12 receipted excerpts条可追溯摘录
ALH2026-08-13

ALH · Q2 FY2026 call record电话会记录

performanceq and aguidance
“We are maintaining our full year revenue growth guidance of 6%-7%, with volume and price expected to contribute equally.”
Dean Nolden12 receipted excerpts条可追溯摘录
AIT2026-08-13

Applied Industrial Technologies · Q4 FY2026 call record电话会记录

performancemarginsrisks
“In addition, following a more muted growth backdrop in fiscal 2026, we expect potentially greater contribution from higher margin flow control sales in fiscal 2027 as MRO and project activity across process end markets improve following a greater level of deferred spending this past year, particularly in chemicals and refining verticals.”
Neil Schrimsher12 receipted excerpts条可追溯摘录
AIRO2026-08-13

AIRO · Q2 FY2026 call record电话会记录

guidanceperformanceq and a
“We expect the majority of this backlog to convert to revenue within the next 12 months.”
Mariya Pylypiv12 receipted excerpts条可追溯摘录
AFYA2026-08-13

AFYA · Q2 FY2026 call record电话会记录

marginssegment changesperformance
“Adjusted EBITDA reached BRL 918 million, growing 3% year-over-year with an adjusted EBITDA margin of 46.2%, a contraction of 190 basis points compared to the same period last year.”
Virgilio Gibbon12 receipted excerpts条可追溯摘录
AEYE2026-08-13

AUDIOEYE INC · Q2 FY2026 call record电话会记录

marginsq and ademand
“For the third quarter of 2026, we expect adjusted EBITDA between $3.4 million and $3.6 million, representing an adjusted EBITDA margin of approximately 32% at the midpoint and adjusted EPS of between $0.26 and $0.28 per share.”
Kelly Georgevich12 receipted excerpts条可追溯摘录
AEMD2026-08-13

AEMD · Q1 FY2027 call record电话会记录

performancemanagement commitmentsrisks
“Our next earnings call for the fiscal second quarter ending September 30, 2026, will coincide with the filing of our quarterly report on Form 10-Q in November 2026.”
James Frakes12 receipted excerpts条可追溯摘录
AEBI2026-08-13

AEBI · Q2 FY2026 call record电话会记录

performancedemandq and a
“That takes its time, getting those new customers where we are now a nationwide player, but it is coming in exactly as expected, and that's then the part that we expect to see really, not just with the momentum and orders coming, but really with revenue and profitability in 2027 as the last piece of it.”
Marco Portmann12 receipted excerpts条可追溯摘录
ADIG2026-08-13

ADIG · Q2 FY2026 call record电话会记录

demandq and aguidance
“I am proud to say that Selling Power named ADI one of its 60 best companies to sell for in 2025 for the fifth consecutive year, reflecting the investments we continue to make in the people, tools, and training that help our team serve customers and drive growth.”
Rob Aarnes12 receipted excerpts条可追溯摘录
ABEO2026-08-13

Abeona Therapeutics Inc · Q2 FY2026 call record电话会记录

risksq and aperformance
“For the quarter ended June 30, 2026, Abeona reported net ZEVASKYN revenue of $11.4 million, representing a quarter-over-quarter increase of 31% or $2.7 million compared to $8.7 million in the first quarter of 2026.”
Joseph Vazzano12 receipted excerpts条可追溯摘录
WYFI2026-08-12

WYFI · Q2 FY2026 call record电话会记录

performancerisksq and a
“As permanent financing for NC-1 progresses, we expect greater flexibility to advance the next opportunities in our pipeline.”
Sam Tabar12 receipted excerpts条可追溯摘录
WRD2026-08-12

WERIDE INC-ADR · Q2 FY2026 call record电话会记录

risksq and amargins
“By the end of 2026, we will be fully entering a phase of meaningful growth supported by secure licenses, expanding fleets, recurring orders, solid revenue, and profitability in overseas markets.”
Tony Han12 receipted excerpts条可追溯摘录
WATT2026-08-12

WATT · Q2 FY2026 call record电话会记录

marginsq and ademand
“One additional highlight worth noting, in the second quarter of 2026, five customers accounted for approximately 74% of our revenue.”
Mallorie Burak12 receipted excerpts条可追溯摘录
VLN2026-08-12

VLN · Q2 FY2026 call record电话会记录

demandq and aperformance
“As a result of our strong first half performance and the visibility we now have into the remainder of the year, we are raising our full year revenue guidance to between $78 million and $81 million, up from our previous guidance range of $75 million-$77 million.”
Yoram Salinger12 receipted excerpts条可追溯摘录
USIO2026-08-12

USIO · Q2 FY2026 call record电话会记录

performancemarginsq and a
“Gross profit dollars increased 12%, with margins improving sequentially from the first quarter.”
Michael White12 receipted excerpts条可追溯摘录
TRMB2026-08-12

Trimble Inc. · Q2 FY2026 call record电话会记录

guidanceperformanceq and a
“This strong execution, combined with our outlook for the second half of the year, gives us the confidence to raise the midpoint of our full year guidance for revenue by $50 million and for earnings per share by $0.10, representing 17% year-over-year earnings growth.”
Rob Painter12 receipted excerpts条可追溯摘录
TII2026-08-12

TII · Q2 FY2026 call record电话会记录

demandguidancerisks
“In Q2 2026, we delivered 17.5 million payable pounds of zinc ahead of the mine plan with C1 cash cost of $0.88 per pound and AISC of $0.96 per pound, both below our full year guidance ranges.”
Joel Rheault12 receipted excerpts条可追溯摘录
TE2026-08-12

T1 Energy Inc · Q2 FY2026 call record电话会记录

performancecapital allocationq and a
“Based on our continued success in sourcing cells from the non-FEOC international suppliers and firming customer demand, we now expect full-year 2026 production and sales to fall near the high end of our guidance range of 3.1-4.2 GW.”
Dan Barcelo12 receipted excerpts条可追溯摘录
TARS2026-08-12

Tarsus Pharmaceuticals Inc · Q2 FY2026 call record电话会记录

performanceq and ademand
“Turning to guidance, we have updated our outlook for the remainder of 2026 and increased XDEMVY full year net product sales guidance to $685 million-$705 million from our prior guidance of $670 million-$700 million.”
Jeff Farrow12 receipted excerpts条可追溯摘录
STUB2026-08-12

STUB · Q2 FY2026 call record电话会记录

marginsq and aguidance
“With respect to profitability, we are maintaining our full year adjusted EBITDA guidance of $400 million to $420 million, inclusive of the incremental World Cup-related customer support, as well as regulatory advocacy costs.”
Connie James12 receipted excerpts条可追溯摘录
SMWB2026-08-12

SIMILARWEB LTD · Q2 FY2026 call record电话会记录

demandq and asegment changes
“For the full year of 2026, we are raising our revenue guidance range and expect total revenue in the range of $340 million-$380 million, representing approximately 12% year-over-year growth at the midpoint of the range.”
Ran Vered12 receipted excerpts条可追溯摘录
SLI2026-08-12

SLI · Q2 FY2026 call record电话会记录

demandcapital allocationq and a
“Our existing 10-year agreement with Trafigura covers 8,000 tons annually and represents over 40% of our target contracted volumes.”
Andy Robinson12 receipted excerpts条可追溯摘录
SKYH2026-08-12

SKY HARBOUR GROU · Q2 FY2026 call record电话会记录

risksmarginsguidance
“On revenues, we reaffirm that we expect to finish the year with an annualized run rate of revenues between $42 million and $46 million, up from the $39.4 million run rate in this past quarter.”
Francisco Gonzalez12 receipted excerpts条可追溯摘录
RSKD2026-08-12

RISKIFIED LTD-A · Q2 FY2026 call record电话会记录

performancemarginsq and a
“We now anticipate full-year revenue to be between $400 million and ILS 410 million, or $405 million to the midpoint, reflecting the outperformance of our Q2 results and increased visibility supported by early execution and elevated transaction volume from live events.”
Aglika Dotcheva12 receipted excerpts条可追溯摘录
RRGB2026-08-12

RRGB · Q2 FY2026 call record电话会记录

performancedemandmargins
“First, we expect comparable restaurant revenues to be between 0.5% and 1.5%, excluding the impact of deferred loyalty revenue.”
Mark Graff12 receipted excerpts条可追溯摘录
RNXT2026-08-12

RNXT · Q2 FY2026 call record电话会记录

risksperformancedemand
“Those should contribute meaningfully to the revenue, but the other 40 or so plus in the customer pipeline will also allow us to overachieve that 36 target by the end of the year.”
Shaun Bagai12 receipted excerpts条可追溯摘录
REZI2026-08-12

Resideo Technologies, Inc. · Q2 FY2026 call record电话会记录

demandperformancerisks
“Our current outlook reflects lower volumes from a large OEM Security customer, which we expect will result in $40 million-$50 million less revenue in the second half of 2026 versus the same period in the prior year.”
Tom Surran12 receipted excerpts条可追溯摘录
RDCM2026-08-12

RDCM · Q2 FY2026 call record电话会记录

guidanceperformanceq and a
“On July 13, we announced our preliminary second quarter revenue expectations and revised our full year 2026 outlook.”
Benny Eppstein12 receipted excerpts条可追溯摘录
PFGC2026-08-12

Performance Food Group · Q4 FY2026 call record电话会记录

riskssegment changesq and a
“From a margin perspective, we continue to benefit from our scale, growth profile, and vendor relationships as we work to achieve the $120 million-$125 million procurement synergy target we outlined at our Investor Day.”
Scott McPherson12 receipted excerpts条可追溯摘录
PESI2026-08-12

PERMA-FIX ENVIR · Q2 FY2026 call record电话会记录

demandperformancemargins
“Nevertheless, we ended the quarter with $20.5 million in cash, approximately $2.1 million of total debt, and we expect existing liquidity, anticipated operating cash flows, and borrowing availability to be sufficient to fund our operations over the next 12 months.”
Ben Naccarato12 receipted excerpts条可追溯摘录
OPRX2026-08-12

OPTIMIZERX CORP · Q2 FY2026 call record电话会记录

marginsdemandcapital allocation
“The revenue reduction was largely contained to a limited number of large customers that utilized the lower margin managed services in 2025, an offering from which we have been transitioning away since acquiring Medicx Health in 2023, and one of our large customers in 2025 that has not generated revenue this quarter, as well as a decrease in demand due to macroeconomic factors, including MFN pricing dynamics.”
Edward Stelmakh12 receipted excerpts条可追溯摘录
OCTV2026-08-12

OCTV · Q2 FY2026 call record电话会记录

risksq and aperformance
“Net of this, we generated strong free cash flow of $93 million, which represents a 23% margin for the quarter and 22% for the first half of the year, which supports our confidence in achieving our 20% free cash flow margin target for full year 2026.”
Ben Maslen12 receipted excerpts条可追溯摘录
NNE2026-08-12

Nano Nuclear Energy Inc · Q3 FY2026 call record电话会记录

guidancedemandperformance
“We expect this approach to provide one of the clearest pathways to benefit from new expedited licensing pathways, including Part 53 and proposed Part 57, shortened deployment schedules, and economies of scale.”
Jay Yu12 receipted excerpts条可追溯摘录
NEXN2026-08-12

NEXN · Q2 FY2026 call record电话会记录

demandsegment changesq and a
“We are reaffirming our full-year 2026 Adjusted EBITDA guidance, which we continue to expect in the range of $122 million-$132 million, representing approximately 10% year-over-year growth and a 32% margin on a contribution ex-TAC basis at the midpoint.”
Sagi Niri12 receipted excerpts条可追溯摘录
MXCT2026-08-12

MXCT · Q2 FY2026 call record电话会记录

demandriskssegment changes
“Excluding inventory provisions and SPL program-related revenue, non-GAAP adjusted gross margin was 77% in the second quarter of 2026 compared to non-GAAP adjusted gross margin of 83% in the second quarter of 2025.”
Parmeet Ahuja12 receipted excerpts条可追溯摘录
MRX2026-08-12

MAREX GROUP PLC · Q2 FY2026 call record电话会记录

demandq and aguidance
“While this is obviously a wide range, it gives us a high degree of confidence in our ability to grow at least, in line with the top end of our 10%-20% growth target range.”
Ian Lowitt12 receipted excerpts条可追溯摘录
MIST2026-08-12

MIST · Q2 FY2026 call record电话会记录

risksq and aguidance
“Product revenue for the three months and six months ended June 30th, 2026, was $0.6 million and $0.8 million respectively.”
Amit Hasija12 receipted excerpts条可追溯摘录
LMRI2026-08-12

LMRI · Q2 FY2026 call record电话会记录

guidanceperformancecapital allocation
“We would not read a single quarter as a new run rate, but as we have said previously, we continue to expect 2026 free cash flow conversion to be approximately 25%-30% of adjusted EBITDA on a full year basis.”
Tony Martin12 receipted excerpts条可追溯摘录
LFTO2026-08-12

LFTO · Q2 FY2026 call record电话会记录

demandcapital allocationperformance
“We have also seen consistent growth in the number of customers contributing more than $100,000 in core advertising revenue on a trailing 12-month basis.”
Tarek Kutrieh12 receipted excerpts条可追溯摘录
LESL2026-08-12

LESL · Q3 FY2026 call record电话会记录

demandsegment changesperformance
“Sales for the third quarter decreased 8.4% to $458.5 million, compared to $500.3 million a year ago, reflecting softer customer demand in our retail business during the quarter as well as the loss of sales from the closure of 80 underperforming stores as part of our ongoing efforts to improve our cost structure.”
Jeff White12 receipted excerpts条可追溯摘录
KURA2026-08-12

Kura Oncology Inc · Q2 FY2026 call record电话会记录

demandq and aperformance
“We expected that we would deliver quarter-on-quarter growth throughout the year as well as becoming the market leader in the menin space in the NPM1 mutant population.”
Brian Powl12 receipted excerpts条可追溯摘录
KTB2026-08-12

Kontoor Brands · Q2 FY2026 call record电话会记录

marginsq and amanagement commitments
“For the second half of 2026, we expect revenue to be in the range of $1.46 billion to $1.51 billion, reflecting mid-single-digit growth for both Wrangler and Helly Hansen, excluding the impact of the 53rd week in 2025.”
Joe Alkire12 receipted excerpts条可追溯摘录
KSCP2026-08-12

KSCP · Q2 FY2026 call record电话会记录

guidanceperformancerisks
“Despite the $3.9 million increase in R&D expenses from last year, the acquisition improved our operating leverage by adding higher margin revenue and leveraging our existing operating infrastructure.”
Apoorv S. Dwivedi12 receipted excerpts条可追溯摘录
KRNT2026-08-12

KORNIT DIGITAL L · Q2 FY2026 call record电话会记录

performancerisksdemand
“Based on what we see today, we expect revenue in the second half of 2026 to be approximately 15% higher than the first half of the year, positioning us to deliver high single-digit revenue growth for the full year while continuing to improve profitability and generate positive operating cash flow.”
Ronen Samuel12 receipted excerpts条可追溯摘录
JMIA2026-08-12

JMIA · Q2 FY2026 call record电话会记录

marginsrisksq and a
“Based on the progress we made in 2025 and the momentum continuing into Q2 2026, we remain confident in achieving our target of adjusted EBITDA and positive cash flow in the fourth quarter of 2026 and delivering full-year profitability on an adjusted EBITDA basis and positive cash flow in 2027.”
Francis Dufay12 receipted excerpts条可追溯摘录
ITRN2026-08-12

ITRN · Q2 FY2026 call record电话会记录

performanceq and ademand
“Reflecting our continuing strong profitability, ongoing and significant positive cash flow, and strong balance sheet, the board of directors declared a dividend of $10 million for the quarter, which represents $0.50 per share, in line with our standard dividend policy.”
Eyal Sheratzky12 receipted excerpts条可追溯摘录
01
Read it correctly如何正确阅读

A record of what was said — not a market call.这是对已说内容的记录，而非市场判断。

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。