RGP2026-04-08
RESOURCES CONNEC · Q3 FY2026 call record电话会记录
“We expect growth margin in the fourth quarter to be between 36.5%-37.5%, reflecting a more normalized number of business days.”
Jenn Ryu12 receipted excerpts条可追溯摘录
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
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Weekly intelligence每周情报
Open this week’s evidence brief打开本周证据简报q and a↗
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
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 5281–5376 of 5581.显示第 5281–5376 条，共 5581 条。
INFQ2026-04-08
INFQ · Q4 FY2025 call record电话会记录
“Within the sales guidance for 2026, how should we think about the balance between products and service revenues and the gross margin, either from that perspective or overall for 2026?”
Tyler Anderson12 receipted excerpts条可追溯摘录
EVO2026-04-08
EVO · Q4 FY2025 call record电话会记录
“As a result, the full-year revenue decline was primarily driven by lower revenues in our DMPD segment, where revenues declined by EUR 27.3 million or 16.6% to EUR 137.1 million for the fourth quarter and by EUR 82.5 million or 13.5% to EUR 528.9 million for the full-year compared to the prior period.”
Paul Hitchin12 receipted excerpts条可追溯摘录
DAL2026-04-08
Delta Air Lines · Q1 FY2026 call record电话会记录
“Based on current demand trends, we expect low-teens revenue growth in the June quarter, recapturing 40% to 50% of the more than $2 billion of fuel headwind in the quarter.”
Ed Bastian12 receipted excerpts条可追溯摘录
SCZM2026-04-07
SCZM · Q4 FY2025 call record电话会记录
“That timing difference had an approximate impact of around, let's say, $16 million-$20 million on revenue.”
Andrés Bedregal12 receipted excerpts条可追溯摘录
PXED2026-04-07
PXED · Q2 FY2026 call record电话会记录
“Adjusted EBITDA margin for the first six months increased from 21.4% in the prior year to 22.7% in the current year, representing a 130 basis point improvement.”
Blair Westblom12 receipted excerpts条可追溯摘录
LEVI2026-04-07
LEVI STRAUSS-A · Q1 FY2026 call record电话会记录
“While this has not been incorporated into our guidance, if the 10% tariffs currently being charged stay in place for the rest of this fiscal year, we believe there could be an incremental benefit to our current outlook of approximately $35 million to COGS and $0.07 to EPS.”
Harmit Singh12 receipted excerpts条可追溯摘录
KRUS2026-04-07
KURA SUSHI USA-A · Q2 FY2026 call record电话会记录
“Total sales for the fiscal second quarter were $80 million, representing comparable sales growth of 8.6%, with 4.3% from positive traffic and 4.3% from price and mix.”
Hajime Uba12 receipted excerpts条可追溯摘录
IQST2026-04-07
IQST · Q4 FY2025 call record电话会记录
“SMS traffic increased from 13.9 billion-17.4 billion messages, representing 25.18% growth, reinforcing our focus on higher margin services.”
Leandro Iglesias12 receipted excerpts条可追溯摘录
GBX2026-04-07
The Greenbrier Companies, Inc. · Q2 FY2026 call record电话会记录
“Looking ahead, our updated outlook for this fiscal year accounts for the near-term demand environment and a shift of some deliveries from the second half of fiscal 2026 to fiscal 2027.”
Lorie Tekorius12 receipted excerpts条可追溯摘录
AEHR2026-04-07
Aehr Test Systems · Q3 FY2026 call record电话会记录
“While we did not provide quarterly guidance, our third quarter revenue of $10.3 million was in line with internal expectations due to delayed orders.”
Chris Siu12 receipted excerpts条可追溯摘录
PRPO2026-04-02
PRPO · Q4 FY2025 call record电话会记录
“Overall gross margin improved year over year from 41% in 2024 to 45% in 2025, primarily driven by higher case volumes in our Pathology Services division, a more favorable case mix towards higher-margin tests, and continued improvement of operational efficiency.”
Ilan Danieli12 receipted excerpts条可追溯摘录
LNN2026-04-02
Lindsay Corporation · Q2 FY2026 call record电话会记录
“Operating income for the second quarter was $13 million compared to $32.1 million in the prior year, and operating margin was 8.3% of sales compared to 17.2% of sales last year.”
Sam Hinrichsen12 receipted excerpts条可追溯摘录
AYI2026-04-02
Acuity Brands · Q2 FY2026 call record电话会记录
“I don't think anyone would have expected ABL gross margins to be up 70 basis points year-on-year despite volume declines and a lot of the very clear tariff pressure in the market.”
Christopher Snyder12 receipted excerpts条可追溯摘录
TLRY2026-04-01
TLRY · Q3 FY2026 call record电话会记录
“In the third quarter and consecutively from Q2 to Q3, we delivered record results with net revenue reaching $207 million, reflecting 11% organic growth year-over-year, and gross profit increasing to $55 million, up 6% from the prior year, despite ongoing industry and macroeconomic headwinds.”
Irwin Simon12 receipted excerpts条可追溯摘录
PVH2026-04-01
PVH Corp. · Q4 FY2026 call record电话会记录
“We expect full-year operating margin will be approximately 8.8%, in line with 2025, and up excluding the impact of tariffs in each year as we drive operational growth margin improvements and annualize our Growth Driver Five cost savings, some of which we will reinvest in the business, particularly in marketing.”
Melissa Stone12 receipted excerpts条可追溯摘录
PENG2026-04-01
Penguin Solutions, Inc. · Q2 FY2026 call record电话会记录
“The combined effect of these two assumptions in our FY 2026 outlook remains approximately a 14 percentage point unfavorable year-over-year impact to our total company net sales growth and approximately a 30 percentage point unfavorable impact to Advanced Computing.”
Nate Olmstead12 receipted excerpts条可追溯摘录
OPTX2026-04-01
Syntec Optics Holdings Inc · Q4 FY2025 call record电话会记录
“Gross margin increased by 3.3 percentage points from 20.0% to 23.3%, driven by continuous improvement and efficiency projects.”
Dean Rudy12 receipted excerpts条可追溯摘录
ONFO2026-04-01
ONFO · Q4 FY2025 call record电话会记录
“That growth was driven primarily by the full year contribution of Eastern Standard, which we acquired in Q4 2024 and contributed approximately $3.3 million in 2025 revenue, as well as a contribution of approximately $91,000 from ddsrank.com.”
Adam Trainor12 receipted excerpts条可追溯摘录
NG2026-04-01
Novagold Resources Inc · Q1 FY2026 call record电话会记录
“When it pulled back to 1,650, you have to fade these numbers a bit, I'm sorry, that was actually the cream of the opportunity to be able to build a position if you didn't have one, or to add on weakness in a bull market that has all the structural factors going forward.”
Thomas Kaplan12 receipted excerpts条可追溯摘录
NBTX2026-04-01
NBTX · Q4 FY2025 call record电话会记录
“The positive revenue recognized in 2025 reflects a one-time accounting impact of EUR 21.8 million associated with the amendment to a licensing agreement that we executed in March 2025.”
Bart Van Rhijn12 receipted excerpts条可追溯摘录
MSM2026-04-01
MSC Industrial Direct · Q2 FY2026 call record电话会记录
“The range of our outlook takes into consideration our daily sales estimate for fiscal March of approximately 4% when including the anticipated headwind of 100 basis points from the timing of Good Friday.”
Greg Clark12 receipted excerpts条可追溯摘录
LW2026-04-01
Lamb Weston · Q3 FY2026 call record电话会记录
“Price mix declined 7% at constant currency, reflecting the targeted investments in our customers for price and trade support that Mike mentioned earlier.”
Bernadette Madarieta12 receipted excerpts条可追溯摘录
LAES2026-04-01
SEALSQ CORP · Q4 FY2025 call record电话会记录
“The path to profitability, we believe, runs through revenue scaling with a $200 million pipeline for 2026 to 2029.”
John O'Hara12 receipted excerpts条可追溯摘录
FC2026-04-01
FRANKLIN COVEY · Q2 FY2026 call record电话会记录
“Our revenue guidance of $265 million-$275 million is after reflecting the lower deferred revenue generated in fiscal 2025 and the conversion lag of invoiced to reported revenue in the year as a portion of the invoiced growth will go onto the balance sheet as deferred revenue.”
Jessica Betjemann12 receipted excerpts条可追溯摘录
CAG2026-04-01
CONAGRA BRANDS I · Q3 FY2026 call record电话会记录
“First, as a reminder, believe it or not, it was all the way back at the beginning of our fiscal 2024 when we pivoted to a focus on restoring volume growth in frozen and snacks, even if it meant eating some inflation and enduring some margin compression.”
Sean Connolly12 receipted excerpts条可追溯摘录
BTBT2026-04-01
BTBT · Q4 FY2025 call record电话会记录
“Full year revenue was $113.6 million, a 5% increase compared to 2024.”
Erke Huang12 receipted excerpts条可追溯摘录
AGPU2026-04-01
AGPU · Q4 FY2025 call record电话会记录
“Our compute services segment did not generate revenue in 2025, as our go-to-market pipeline was still being developed during the company's strategic transition.”
Joshua Blacher12 receipted excerpts条可追溯摘录
TE2026-03-31
T1 Energy Inc · Q4 FY2025 call record电话会记录
“As a reminder, these contracts include a 1 GW cost plus contract and a 2 GW fixed margin contract, both which represent superior economics compared to our full-year sales mix in 2025.”
Evan Calio12 receipted excerpts条可追溯摘录
TBRG2026-03-31
TBRG · Q4 FY2025 call record电话会记录
“As a result, we are not issuing formal guidance today, but we expect to achieve modest revenue growth in 2026 and anticipate approximately 200 basis points of improvement in Adjusted EBITDA margins.”
Chris Fowler12 receipted excerpts条可追溯摘录
SNX2026-03-31
TD Synnex · Q1 FY2026 call record电话会记录
“Earlier this month, TD SYNNEX was named Palo Alto Networks FY 2025 Distributor of the Year in North America, recognizing our ability to drive above-market growth while expanding customer participation and accelerating new customer acquisition.”
Patrick Zammit12 receipted excerpts条可追溯摘录
SIDU2026-03-31
SIDU · Q4 FY2025 call record电话会记录
“When adding back depreciation, including in cost of revenue, gross loss for the year was approximately $1.7 million compared to a profit of approximately $453,000 in full year 2024.”
Adarsh Parekh12 receipted excerpts条可追溯摘录
RILY2026-03-31
B. RILEY FINANCI · Q4 FY2025 call record电话会记录
“The Targus business, which comprises the consumer products segment, had fourth quarter and full year revenues of $49 million and $182 million, and operating segment loss of $4 million and $16 million.”
Scott Yessner12 receipted excerpts条可追溯摘录
PVLA2026-03-31
Palvella Therapeutics Inc · Q4 FY2025 call record电话会记录
“From a pricing and reimbursement perspective, we anticipate orphan pricing consistent with our previous guidance of $100,000-$200,000 per patient per year.”
Wes Kaupinen12 receipted excerpts条可追溯摘录
PLAY2026-03-31
Dave & Buster's Entertainment Inc · Q4 FY2026 call record电话会记录
“Our fourth quarter EBITDA margin decline year-over-year was impacted by 110 basis points related to this deferred revenue headwind, 100 basis points of higher marketing costs, and the balance of the margin impact due to net deleverage coming from the 3.3% same-store sales decline, which as previously noted, was impacted 180 basis points by the winter storm in January.”
Darin Harper12 receipted excerpts条可追溯摘录
OMER2026-03-31
Omeros Corp · Q4 FY2025 call record电话会记录
“2027 is our target for company positive cash flow.”
Greg Demopulos12 receipted excerpts条可追溯摘录
NVVE2026-03-31
NVVE · Q4 FY2025 call record电话会记录
“We continue to expect further growth in our megawatts under management in 2026 as we commission our backlog of customer orders we have earned, in addition to new business we anticipate winning, which we have visibility to in our pipeline for both EV chargers and stationary batteries.”
David Robson12 receipted excerpts条可追溯摘录
NNDM2026-03-31
NNDM · Q4 FY2025 call record电话会记录
“On a sequential basis, revenue for the fourth quarter increased approximately 31% from $26.9 million in the third quarter of 2024, driven by improved customer engagement, stronger order activity, and continued adoption of our advanced digital manufacturing solutions across key industry segments, including advanced electronics, aerospace, automotive, defense, food and beverage, and next-generation computing infrastructure.”
John Brenton12 receipted excerpts条可追溯摘录
NKE2026-03-31
Nike, Inc. · Q3 FY2026 call record电话会记录
“We expect these actions will continue throughout fiscal 2027 and remain a headwind to revenue growth, while profitability should bottom sooner as marketplace management makes progress.”
Matt Friend12 receipted excerpts条可追溯摘录
NCNO2026-03-31
Ncino Inc · Q4 FY2026 call record电话会记录
“For fiscal year 2027, we expect free cash flow of $132 million-$137 million, up 63% year-over-year at the midpoint of the range, which reflects our guidance range for non-GAAP operating income less certain assumptions, including approximately $15 million of interest expense, $6 million in cash taxes, and $1.5 million of fixed asset purchases.”
Greg Orenstein12 receipted excerpts条可追溯摘录
MNSO2026-03-31
MINISO GROUP-ADR · Q4 FY2025 call record电话会记录
“Licensing fee ratio increased by 1 percentage point, with a further contribution from the licensed items of the IP team, tens of basis points, result in a total adjusted operating margin impact by 3%.”
Eason Jingjing Zhang12 receipted excerpts条可追溯摘录
MKC2026-03-31
McCormick & Company · Q1 FY2026 call record电话会记录
“On a pro forma 2025 basis, annual net sales are $20 billion, supported by volume-driven growth and a best-in-class operating margins of 21%.”
Marcos Gabriel12 receipted excerpts条可追溯摘录
KULR2026-03-31
KULR · Q4 FY2025 call record电话会记录
“Our progress in 2026 will be judged by core battery revenue growth and improvements in gross margin as volume and automation increase.”
Michael Mo12 receipted excerpts条可追溯摘录
KSCP2026-03-31
KSCP · Q4 FY2025 call record电话会记录
“Q4 2025 net loss of $11 million widened versus prior year due to a combination of lower revenue, continued gross margin pressure, and sustained operating investment.”
Apoorv Dwivedi12 receipted excerpts条可追溯摘录
KEEL2026-03-31
Keel Infrastructure Corp · Q4 FY2025 call record电话会记录
“This is the year when we anticipate that sites would come online, we begin delivering megawatts to customers, HPC and AI revenue really begins, and we complete our transition to a premier North American HPC and AI infrastructure company.”
Ben Gagnon12 receipted excerpts条可追溯摘录
IVA2026-03-31
IVA · Q4 FY2025 call record电话会记录
“Our R&D expenses for the full year were EUR 87 million, primarily reflecting our pipeline prioritization and, to a lesser extent, the completion of NATiV3 enrollment in April 2025.”
Jean Volatier12 receipted excerpts条可追溯摘录
FRMM2026-03-31
FRMM · Q4 FY2025 call record电话会记录
“The company is in a steep growth trajectory, targeting over $50 million in monthly originations in the latter half of 2026 as it scales its enterprise platform and dealer network.”
McAndrew Rudisill12 receipted excerpts条可追溯摘录
FFAI2026-03-31
FFAI · Q4 FY2025 call record电话会记录
“Cumulative shipments of FF EAI Robotics, including pre-deliveries, reached 22 units, exceeding preset target, accompanied by the start of robot sales, revenue, and positive product gross margin in the first quarter.”
Matthias Aydt12 receipted excerpts条可追溯摘录
FDS2026-03-31
FactSet · Q2 FY2026 call record电话会记录
“We are targeting GAAP revenue at $2,450 million-$2,470 million, representing an increase of $25 million at the midpoint.”
Helen Shan12 receipted excerpts条可追溯摘录
EDBL2026-03-31
EDBL · Q4 FY2025 call record电话会记录
“The biggest upside we have in the whole portfolio is around this RTD business where we're looking at, you know, pretty significant revenue opportunity with margins kind of in the 20%-30% range.”
Kostas Dafoulas12 receipted excerpts条可追溯摘录
DUOT2026-03-31
DUOT · Q4 FY2025 call record电话会记录
“This contract is expected to generate approximately $176 million in revenue over a 36-month term, with margins exceeding 80% and expected annual EBITDA of approximately $40 million.”
Doug Recker12 receipted excerpts条可追溯摘录
CODX2026-03-31
CODX · Q4 FY2025 call record电话会记录
“For the full-year 2025, total revenue was $0.6 million, compared to $3.9 million in 2024.”
Brian Brown12 receipted excerpts条可追溯摘录
CHA2026-03-31
CHA · Q4 FY2025 call record电话会记录
“Our gross profit, calculated by excluding costs of materials, storage, and logistics from net revenue, reached RMB 1,581.9 million this quarter, resulting in a gross margin of 53.2%.”
Aaron Huang12 receipted excerpts条可追溯摘录
BYND2026-03-31
Beyond Meat Inc · Q4 FY2025 call record电话会记录
“I think, you know, just to provide a little bit of context around that is, you know, one of the reasons why, you know, we continue to provide only near-term guidance on revenue is the fact that our core category, plant-based meat, remains sort of very volatile and volumes remain soft.”
Lubi Kutua12 receipted excerpts条可追溯摘录
BNZI2026-03-31
BNZI · Q4 FY2025 call record电话会记录
“Our gross margins increased in 2025 to 82% compared to the full year of 2024 at 68.6%.”
Dean Ditto12 receipted excerpts条可追溯摘录
BKYI2026-03-31
BKYI · Q4 FY2025 call record电话会记录
“Lower operating costs helped to offset the impact of lower revenue in 2025, as BIO-key's net loss increased to $4.6 million or $0.69 per share from $4.3 million or $2.09 per share in 2024.”
Ceci Welch12 receipted excerpts条可追溯摘录
AYA2026-03-31
AYA · Q4 FY2025 call record电话会记录
“Now the margin's $38 in Q4, and the margin for Q1, because, you know, we're now done Q1, we know that the average realized price for the period of Q1 is more like $80.”
Benoit La Salle12 receipted excerpts条可追溯摘录
AUID2026-03-31
AUID · Q4 FY2025 call record电话会记录
“The 2025 year-over-year increase is primarily due to the full year impact of headcount investment in sales and R&D as we continue to execute our enterprise sales strategy, as well as sales shares issued to management advisors and credit loss expense related to certain customer contracts of approximately $0.8 million.”
Ed Sellitto12 receipted excerpts条可追溯摘录
AIRO2026-03-31
AIRO · Q4 FY2025 call record电话会记录
“Turning our outlook based on our current order pipeline and demand environment, we expect full year 2026 revenue growth of 15%-25% year-over-year.”
Mariya Pylypiv12 receipted excerpts条可追溯摘录
USAS2026-03-30
USAS · Q4 FY2025 call record电话会记录
“In Q4 of 2025, we accelerated upgrades by installing the new 2,250 horsepower motor and a redundant motor at the Coeur Shaft, further de-risking the operation and supporting our growth plans.”
Paul Huet12 receipted excerpts条可追溯摘录
SPCE2026-03-30
Virgin Galactic Holdings Inc · Q4 FY2025 call record电话会记录
“Doug will discuss our plans for cash management, capital structure support, and revenue planning over the next 12 months as we place our ships into commercial service, drive meaningful revenue from space flight operations, protect our balance sheet, and target quarterly positive cash flows as early as 2027.”
Michael Colglazier12 receipted excerpts条可追溯摘录
SLI2026-03-30
SLI · Q4 FY2025 call record电话会记录
“Standard Lithium made JV capital contributions of $9.6 million during the fourth quarter, bringing the 2025 total to $29.1 million, as reflected on our cash flow statement.”
Salah Gamoudi12 receipted excerpts条可追溯摘录
SGML2026-03-30
SGML · Q4 FY2025 call record电话会记录
“If you compare the full-year 2024 full-year and 2025 full-year, our gross margins have decreased.”
Ana Cabral12 receipted excerpts条可追溯摘录
RZLV2026-03-30
RZLV · Q4 FY2025 call record电话会记录
“However, we do not expect to push for full year profitability in 2026 because we are making the deliberate strategic choice to prioritize aggressive investment in our global sales organization and market expansion.”
Arthur Yao12 receipted excerpts条可追溯摘录
PRGS2026-03-30
Progress Software Corporation · Q1 FY2026 call record电话会记录
“This quarter, NRR was 99% and ARR growth was solid, driven by the strength in our new customer acquisition as well as existing customer expansions, both of which were positively influenced by our AI investments and innovation.”
Yogesh Gupta12 receipted excerpts条可追溯摘录
PHR2026-03-30
Phreesia Inc · Q4 FY2026 call record电话会记录
“What kind of cost actions are you implementing which is resulting in your EBITDA target still being unchanged, especially with revenue down $35 million-$39 million and majority of that cut coming in your higher margin business?”
Jailendra Singh12 receipted excerpts条可追溯摘录
INV2026-03-30
Innventure Inc · Q4 FY2025 call record电话会记录
“As we look forward, the combination of a significant contracted backlog, our expectation that Accelsius will reach a revenue run rate of approximately $100 million, and exit 2026 cash flow positive gives us confidence that there will be a substantial improvement in the reported adjusted EBITDA in 2026.”
Dave Yablunosky12 receipted excerpts条可追溯摘录
IMSR2026-03-30
IMSR · Q4 FY2025 call record电话会记录
“Welcome to Terrestrial Energy's Q4 and full-year 2025 earnings call.”
Operator12 receipted excerpts条可追溯摘录
FRMI2026-03-30
FRMI · Q4 FY2025 call record电话会记录
“Welcome to Fermi America's fourth quarter and full year 2025 earnings call.”
Rodrigo Acuna12 receipted excerpts条可追溯摘录
ENLV2026-03-30
ENLV · Q4 FY2025 call record电话会记录
“For the full year 2025, we reported net income of $1.23 billion and diluted earnings per share of $25.48, which, in accordance with GAAP, is calculated based on the weighted average shares outstanding for the year.”
Oren Hershkovitz12 receipted excerpts条可追溯摘录
BLNE2026-03-30
BLNE · Q4 FY2025 call record电话会记录
“As we scale revenue, particularly from higher margin capital-light initiatives like BeelineEquity, we expect continued improvement in both profitability and cash flow.”
Chris Moe12 receipted excerpts条可追溯摘录
TMC2026-03-27
TMC · Q4 FY2025 call record电话会记录
“But boy, a nickel refinery, a nickel processing plant hasn't been built in 80 years yet here in America, yet the demand for nickel is going, you know, at an increasing clip.”
Gerard Barron12 receipted excerpts条可追溯摘录
SNWV2026-03-27
SNWV · Q4 FY2025 call record电话会记录
“For the full year, revenue grew 35% to $44.1 million, supported by a 24% increase in consumables volume and a 67% increase in system sales.”
Peter Sorensen12 receipted excerpts条可追溯摘录
SLND2026-03-27
SLND · Q4 FY2025 call record电话会记录
“The decline was driven by the revenue reversal on the Washington State Convention Center project of approximately $48 million and other adjustments related to legacy dispute negotiations, which negatively impacted revenue by $44 million in the quarter.”
Keith Bassano12 receipted excerpts条可追溯摘录
LGN2026-03-27
LGN · Q4 FY2025 call record电话会记录
“Excluding stock-based comp expense from the legacy profit interest, adjusted gross profit of $550 million with adjusted gross margin of 21.6% increased from full year 2024 adjusted gross profit of $432 million and adjusted gross margin of 20.6%.”
Stephen Butz12 receipted excerpts条可追溯摘录
KOPN2026-03-27
KOPN · Q4 FY2025 call record电话会记录
“To this end, we are providing a conservative guidance for 2026 of between $52 million-$60 million in revenue for 2026.”
Michael Murray12 receipted excerpts条可追溯摘录
HUMA2026-03-27
HUMACYTE INC · Q4 FY2025 call record电话会记录
“Cost of sales for both periods included a reserve of $8.9 million to reduce inventory to its net realizable value, as a consistent sales history has not yet been established, and we were required under financial accounting standards to essentially reduce inventory to the level equivalent to our 2025 historic sales.”
Dale Sander12 receipted excerpts条可追溯摘录
COE2026-03-27
COE · Q4 FY2025 call record电话会记录
“Full year gross billings reached $127.6 million, representing a year-over-year growth of 83.4%, while net revenues grew 88.6% year-over-year to $95.6 million.”
Jack Huang12 receipted excerpts条可追溯摘录
CCL2026-03-27
Carnival Corporation · Q1 FY2026 call record电话会记录
“It is also worth noting that full year 2026 yield growth is approximately 3.25% on a normalized basis, excluding the previously disclosed impact of the summer 2025 close-in decision to redeploy away from the planned first quarter 2026 Arabian Gulf voyages and the impacts of loyalty program accounting for Carnival Cruise Line.”
David Bernstein12 receipted excerpts条可追溯摘录
XYF2026-03-26
X FINANCIAL-ADR · Q4 FY2025 call record电话会记录
“Operating margin decreased to 1.4% compared with 18.5% in Q3 and 30.7% in the same period last year.”
Noah Kauffman12 receipted excerpts条可追溯摘录
WYFI2026-03-26
WYFI · Q4 FY2025 call record电话会记录
“Based on our pipeline, we expect revenue to begin ramping in mid Q2 and accelerate through the year.”
Sam Tabar12 receipted excerpts条可追溯摘录
WS2026-03-26
Worthington Steel · Q3 FY2026 call record电话会记录
“Toll processing volumes declined 22% year over year, due to a combination of closing our Cleveland-area Worthington Samuel coil processing facility in fiscal 2025 and near-term demand headwinds.”
Timothy Adams12 receipted excerpts条可追溯摘录
WRAP2026-03-26
WRAP · Q4 FY2025 call record电话会记录
“Fourth quarter gross revenue increased 62% to $1.4 million, with product sales more than doubling versus the prior year quarter on increased domestic and international demand for BolaWrap.”
Lou Springer12 receipted excerpts条可追溯摘录
VERI2026-03-26
VERI · Q4 FY2025 call record电话会记录
“In exchange, we received certain intangible rights and direct and preferred access to a significant number of customers who control a variety of digital data sets for future use in VDR and AI model training at a fixed revenue share of 50% which is a significant improvement over our current margin on VDR today.”
Ryan Steelberg12 receipted excerpts条可追溯摘录
SNAL2026-03-26
SNAL · Q4 FY2025 call record电话会记录
“Bookings for the full year ended December 31, 2025 increased 16.2% to $87.8 million, compared to $75.7 million in the same period last year.”
Heidy Chow12 receipted excerpts条可追溯摘录
REX2026-03-26
REX American Resources Corporation · Q4 FY2025 call record电话会记录
“We expect this strength to continue into 2026, bolstered by growing global demand for lower-carbon fuel, increased fuel blending, and the cost competitiveness of U.S.”
Zafar Rizvi12 receipted excerpts条可追溯摘录
RANI2026-03-26
RANI · Q4 FY2025 call record电话会记录
“Although the Chugai agreement included a $10 million upfront payment, revenue recognition guidance requires us to recognize that amount over time as we satisfy our performance obligation under the contract.”
Svai Sanford12 receipted excerpts条可追溯摘录
PONY2026-03-26
PONY · Q4 FY2025 call record电话会记录
“This remarkable acceleration was primarily driven by our fare-charging service, where we saw Q4 fare-charging revenues skyrocket by 501% with a full-year growth rate of nearly 400%.”
Liu Wang12 receipted excerpts条可追溯摘录
NMAX2026-03-26
NMAX · Q4 FY2025 call record电话会记录
“We reported a net loss of $99.5 million for the full year 2025, a 37.8% decline compared to a net loss of $72.2 million in the prior year, primarily reflecting $78.6 million in legal settlement expenses along with stock-based compensation costs, non-cash derivative and warrant liability adjustments, and higher production and programming investments, partially offset by higher revenues and affiliate and licensing fee growth.”
Darryle Burnham12 receipted excerpts条可追溯摘录
LOVE2026-03-26
Lovesac Company · Q4 FY2026 call record电话会记录
“Gross margin decreased 230 basis points to 58.1% of net sales in the fourth quarter versus 60.4% in the prior year period, primarily driven by increases of 300 basis points in inbound transportation costs and tariffs and 90 basis points in outbound transportation and warehousing costs, partially offset by an increase of 160 basis points in product margin, which is driven by price increases, cost reduction initiatives, and concessions from our vendors in response to changes in the tariff environment, partially offset by higher promotional discounting.”
Keith Siegner12 receipted excerpts条可追溯摘录
JBS2026-03-26
JBS · Q4 FY2025 call record电话会记录
“For the full year, revenue reached $86 billion, a company record with a consolidated EBITDA margin of 7.9%.”
Gilberto Tomazoni12 receipted excerpts条可追溯摘录
IPHA2026-03-26
IPHA · Q4 FY2025 call record电话会记录
“Revenue and other income amounted to EUR 9 million this year.”
Frédéric Lombard12 receipted excerpts条可追溯摘录
FUL2026-03-26
H.B. Fuller Company · Q1 FY2026 call record电话会记录
“From a profitability perspective, EBITDA of $119,000,000, which was at the higher end of our guidance range, increased 4% year on year, and EBITDA margin expanded 90 basis points to 15.4%.”
Celeste Mastin12 receipted excerpts条可追溯摘录
EPAC2026-03-26
Enerpac Tool Group · Q2 FY2026 call record电话会记录
“Within our services business, which represented approximately 20% of the IT&S segment in fiscal 2025, we took decisive action to address a market slowdown in the EMEA region that has weighed on overall growth and profitability.”
Paul Sternlieb12 receipted excerpts条可追溯摘录
DOO2026-03-26
DOO · Q4 FY2026 call record电话会记录
“Assuming demand continues to track with our plan and incorporating the impact of the recent increases in oil, energy, and commodity prices for the full year, we expect to deliver results in the upper half of our guidance range with normalized EPS of CAD 6-CAD 6.50, representing a 15%-25% growth over fiscal 2026.”
Sébastien Martel12 receipted excerpts条可追溯摘录
DBI2026-03-26
Designer Brands Inc · Q4 FY2025 call record电话会记录
“Notably, we delivered full-year adjusted operating income of $65,000,000, significantly above our guidance range of $50,000,000 to $55,000,000, driven by an improvement in fourth quarter sales trends, continued gross profit expansion, and disciplined expense management that resulted in a $26,000,000 reduction in adjusted operating expenses compared to last year.”
Doug Howe12 receipted excerpts条可追溯摘录
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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。