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
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 5473–5568 of 5581.显示第 5473–5568 条，共 5581 条。
“For 2026, we expect continued revenue growth in the range of 20% to 25%, supported by our growing pipeline of platform opportunities, increasing customer engagements, higher customer-funded development activities, and a continued transition of development programs into production deployment.”
“We expect fiscal Q3 revenue to be a record $33,500,000,000, plus or minus $750,000,000, gross margin to be approximately 81%, and operating expenses to be approximately $1,400,000,000.”
“We expect tariffs to negatively impact EPS by roughly $0.05-$0.10 and gross margin rate by roughly 40 basis points-60 basis points.”
“From a gross margin perspective, we're initiating FY2026 non-GAAP gross margin guidance of 80%-81%, representing approximately 300 to 400 basis points of expansion year-over-year, driven by continued volume leverage, AI-driven efficiencies, and the increased contribution of higher-margin plaque revenue.”
“On the top line, as I referenced earlier, we are expecting the mechanical factors of the retailer inventory reset, which we expect to improve our organic growth rate about 200 basis points over Q3—so about 50 basis points in the quarter—and then our trade expense timing to carry the rest on the top line.”
“Now, with respect to our outlook for the year, sales are expected to be in the range of $5.2 billion-$5.3 billion, an increase of 10% at the midpoint, and comparable sales growth is expected to be between 3% and 5%, or approximately 17% on a two-year stack basis at the midpoint.”
“Following a 2025 investment cycle, which has overhang into early 2026 as salaries and wages spend from '25 hirings gets annualized, we expect operating leverage acceleration to become evident more towards the second half of the year and then flow into the following year.”
“Notably, we delivered full year adjusted operating income of $65 million, significantly above our guidance range of $50 million-$55 million, driven by an improvement in Q4 sales trends, continued gross profit expansion, and disciplined expense management that resulted in a $26 million reduction in adjusted operating expenses compared to last year.”
“Cost of revenues decreased by 1% year-on-year to RMB 309 million during the fourth quarter, and decreased by 0.4% to RMB 1.2 billion for the full year.”
“If you see a steady level of same-store sales growth in that 2%-4% range over time, we've seen kind of a 20 basis point improvement in operating leverage.”
“For the full year of 2025, China's express delivery industry achieved a steady growth of 13.6%, with volume reaching the 200 billion parcel milestone.”
“In light of the AI wave and also the growing industry competition, what is the, you know, company's strategic growth outlook for 2026, and how does the company plan to capture the opportunities and also address the challenges that arise?”
“In the near term, these measures tightened market liquidity, which in turn suppressed credit demand and put unprecedented pressure on both loan growth and risk management across the industry.”
“We expect to recognize certain one-time severance costs in the first half of 2026, but the net impact of these reductions will result in lower cash burn in the coming quarters and should bring us much closer to profitability in the near term.”
“Again, great partnership and allowed us to facilitate, you know, our growth by essentially allowing us to purchase their 50% of the JV, you know, giving us 100% and full control of the project.”
“I think back to the financial performance, and before turning it back to Michael, if you look at slide four, operationally, and if you look at all the different metrics there starting with the backlog growth, but the delivery, the revenue, getting to the gross margin, I think which is best in class in our market, just, I think, a very good performance that bodes well for how we're gonna be executing in 2026 now and for the next 12, 24, and 36 months.”
“We delivered record-breaking full year net sales of $212.5 million, up 13.7% year-over-year, driven by higher volumes of our Lifeway branded drinkable kefir, as well as strong growth in our Lifeway Farmer Cheese.”
“Looking to 2026, we anticipate gross tariff impact of approximately $380 million with offsets from our enterprise efficiency initiatives of approximately $160 million within gross margin.”
“A 560 basis point decline in overall product margin, driven predominantly by tariff impact and higher markdowns.”
“The WCD market is expanding, KESTRA MEDICAL TECHNOLOGIES, LTD.'s revenue growth accelerated to over 60%, gross margin has increased meaningfully, and we have fortified our balance sheet.”
“In the fourth quarter, we delivered 23% adjusted EBITDA growth and more than 500 basis points of adjusted EBITDA margin expansion while adding a record 550,000 HSAs, resulting in more than 1,000,000 new HSAs from sales for the year, bringing total accounts to 17,800,000 and HSA assets to more than $36,000,000,000.”
“For the full year, our new bookings was over 96,000 square meters or over 300 MW, 3 times the level of the past three years.”
“For the full year of 2025, total revenue reached RMB 4 billion with a gross margin of 11.8%, and adjusted net profit was nearly RMB 200 million.”
“We are closing another strong year and quarter, delivering double-digit growth in revenues, operating profit, EPS, and backlog, which grew by $5.5 billion.”
“For fiscal 2026, non-GAAP gross margin was 82.0%, down 20 basis points on a year-over-year basis a better result than the anticipated full percentage point of headwind in our initial fiscal 2026 guidance as higher revenue partially offset the cloud migration impact.”
“Retail revenue increased 6.6% to $33.6 million due to an 8.3% increase in the volume of water sold to a record 1.09 billion gallons, and this increase resulted from significantly lower rainfalls, in fact, historically low rainfall on Grand Cayman and an approximate 7% increase in the number of customer accounts in our license area.”
“Gross margin increased 20 basis points versus last year to 39.9%, driven by lower markdowns, reflecting the impact of our improved merchandise assortment and value proposition, upgraded allocation process, and our inventory efficiency efforts.”
“Gross margin increased 20 basis points versus last year to 39.9%, driven by lower markdowns reflecting the impact of our improved merchandise assortment and value proposition, upgraded allocation process, and our inventory efficiency efforts.”
“Uruguay returned to growth in the quarter, with traffic up 5% and reaching new heights for both the quarter and the full year.”
“In addition, our outlook incorporates pre-opening costs of $23 million-$24 million, reflecting the potential strategic acceleration of a handful of store openings into early 2027, and a 53rd week impact, which we expect to contribute approximately $40 million in net revenue and $5 million in adjusted EBITDA.”
“Three specific capability additions: over-the-counter trading infrastructure that enables higher-margin execution and larger institutional transactions; stablecoin on- and off-ramps that add payment and settlement fees alongside cross-border transaction volume; and a scalable compliance stack that accelerates client onboarding and drives revenue growth.”
“We expect the macroeconomic backdrop to be challenging for the lower- and middle-income consumer, but believe that there are a combination of external factors that, when coupled with our internal initiatives, should allow us to grow top line sales 2% to 5% while also driving margin expansion and earnings per share growth in 2026.”
“While we expect the macroeconomic backdrop to be challenging for the lower- and middle-income consumer, we believe that there are a combination of external factors, coupled with our internal initiatives, should allow us to grow top-line sales 2%-5%, while also driving margin expansion and earnings per share growth in 2026.”
“Our adjusted net income for 2025 was $217 million, and our adjusted net income margin was 25.9%.”
“Looking at 2026, we foresee a low double-digit growth in our crushing volumes due to better productivity and a full year of ethanol maximization given the current price scenario.”
“Cost of sales for 2025 was $1,500,000, primarily driven by the first commercial ZivaSkin treatment in December.”
“To begin today, I am proud to announce that our fourth quarter and full year 2025 results continue to demonstrate strong operations with fourth quarter produced water volumes up to 2,600,000 barrels per day and full year combined volumes averaging 2,400,000 barrels per day, representing 15% year-over-year growth compared to combined 2024 volumes.”
“Adjusted operating income was $50,000,000, adjusted operating margin was 18.2%, adjusted EBITDA was $57,400,000, and adjusted EBITDA margin was 20.9%, with all of these metrics above the midpoint of our guidance range.”
“Full-year revenue of $7.26 billion declined approximately 3% organically primarily due to our decision to no-bid low-margin Cloud One revenue, which was an approximately $200 million headwind for the year.”
“We feel confident that we can execute against our strategic priorities and, similar to the trajectory in 2025 and supported by the large increase in our backlog, with what we know today, we expect revenue growth to accelerate in the back half of the year.”
“Now, in summary, based on our current market visibility and momentum for our new product launches, we expect the total sales volume for the full year 2026 to reach between 1.67 million to 1.91 million units.”
“While our fourth quarter revenue of $96.4 million was impacted by evolving regulatory changes in South Korea and customer platform ramp-up delays in EMEA, our full year performance highlights the transformation in our margin profile and business expansion.”
“Excluding the impact of the two large deals and other timing elements, Q4 and full-year revenue would have been down 0.7%, or 2.1% currency neutral, and down 1.4%, or 2.0% currency neutral, respectively.”
“Over the last 12 months, we've generated $1 billion of revenue, $212 million of adjusted EBITDA, which is a 21% margin, and we had a $1.5 billion backlog at the end of December 31, 2025.”
“The resilient financial performance was achieved despite the regulatory uncertainty in China in the second half of the year, which tempered the full year transaction volume to RMB 200 billion, down 2.9% year-over-year.”
“We expect diluted earnings per share in the range of $6.50 to $6.90, which is consistent with our Investor Day framework and represents high-teens earnings growth for the year.”
“The observations and learnings across dose escalation and dose expansion have been incorporated in the ongoing enrollment of patients into dose optimization cohorts, where Varseta-M is administered at 8.6 mg/kg or 10 mg/kg based on adjusted ideal body weight and mandatory dual prophylaxis with loperamide and budesonide for all patients, regardless of preexisting risk factors, has been implemented.”
“I've got with me today Rick Van Nieuwenhuyse, CEO of Contango Ore, and Mike Clark, the company's CFO, to discuss both 2025 year-end earnings and guidance for 2026, 2027, among other things.”
“Based on the current available information, the company sees the 2026 full year revenue guidance to be in the range of RMB 450 million to RMB 480 million, representing a very solid and strong growth of 20% to 28% year-over-year compared to 2025.”
“In our new home business, both variable cost ratio and fixed personnel expenses decreased year-on-year, driving a 0.2 percentage points year-on-year increase in the full year contribution margin.”
“Gross margin in the full year 2025 was 38.3%, will remain on track with our margin strategy initiated in the second half of 2023, and we expect the trend to continue into 2026 as we further optimize our product mix and supply chain efficiency.”
“For the full year of 2025, revenue totaled approximately $2.3 billion, representing an 80% increase compared to 2024, driven by higher realized commodity prices together with strong production and sales volumes.”
“If you look practically to the telecom business model, you create about, you know, 47% EBITDA margin, but then you have a heavy CapEx cost of almost 25%, and that leaves you with a 20%-23% cash flow generation capacity.”
“For full year 2026, we are reiterating guidance provided in January 2026 as follows: revenue in the range of $630 million to $650 million, approximately $150 million of capitated revenue; gross profit in the range of $97 million to $107 million; and adjusted EBITDA in the range of $0 million to $9 million; and free cash flow in the range of negative $15 million to $5 million.”
“For the full year, gross margin increased to 29.9%.”
“As a result of refined targeting faster response time and higher quality engagement, our digitally driven sales appointments kept increased 11% from our prior quarter and 17% from Q1 '25, which helped support sales activities in a seasonally softer demand period.”
“However, net revenue per unit sold increased 13% to $68,700 from $60,800 in 2024 as we implemented price increases to offset rising raw material costs and the impact of tariffs on goods imported from China.”
“On profitability, full year EBITDA grew 25.8% year-over-year to $648 million.”
“We expect our first quarter 2026 net revenue interest sales volumes to range between 11,200 and 12,900 barrels of oil equivalent per day.”
“Full year gross margin was 49%, up 30 basis points from 48.7% for the prior year.”
“For the full year 2025, we delivered $4.7 billion in funded loan volume and $165 million in revenue, up 32% and 52% year-over-year, respectively.”
“Breaking down the full year results subscription revenues were $154.8 million, up 15.8% year-over-year driven by increased demand.”
“The increase was primarily driven by an increase in event revenue due to the timing of the Fantastic Voyage Cruise, which was in fourth quarter 2025 compared to 2024, so there is a timing difference there, and the increased revenue and expense was offset by a decrease in political revenue and a decrease in network advertising revenue.”
“Operating profit was $1.5 billion or 12.4% of sales, and diluted EPS increased 1.2% to $25.64 per share, above our previously provided guidance.”
“Operating profit was $1.5 billion, or 12.4% of sales, and diluted EPS increased 1.2% to $25.64 per share, above our previously provided guidance.”
“Our FY '26 incremental margins of 36% outperformed our target due to the timing of hiring and Usage revenue overperformance.”
“On a combined basis, full year revenue grew 4.4% on a constant currency basis or 3.6% as reported to $2.1 billion after FX headwinds in the year.”
“Total revenue in the fourth quarter reached MXN22 billion, an increase of 34% year over year, very strong same-store sales growth of 16.6%, same-store sales driven in large part by the ongoing improvement in our value proposition to customers.”
“For Q1 2026, we expect bookings of between $15 million and $19 million, revenue of between $15 million and $19 million, non-GAAP gross margin of around 85% and non-GAAP operating expenses of $14.5 million to $16.5 million.”
“Total rents revenues were up 2.6% in the quarter, strengthening sequentially and consistent with the full year guidance we gave in December.”
“For the fourth quarter 2025, revenue of $26.4 million was within our guidance range of $25.5 million to $27.5 million, a 9% decrease sequentially from the third quarter driven by a 16% decrease in scheduled service revenue resulting from the exit of unprofitable routes, partially offset by an 8% increase in on-demand charter revenue.”
“Profitability is a strategic priority where we made substantial progress not only throughout full year 2025, but also in the fourth quarter, as demonstrated by nearly $13,000,000 in adjusted operating income and $10,000,000 in free cash flow delivered in Q4.”
“Adjusted gross margin expanded to 67.4%, while GAAP gross margin expanded to 64.4%, driven primarily by a favorable mix shift towards consumables revenue.”
“There's a reduction of 7.5% in the pace of sales vis-à-vis the previous year due to the foreign pressure mentioned and the strategies adopted by the company during the year, where we are prioritizing profitability instead of volume.”
“First, the financial results for the fourth quarter and year ended 12/31/2025, asset quality, including commentary regarding software exposure, outlook for 2026, our share buyback program recently announced, and our investment advisor joining forces with Ridge Post Capital.”
“Turning to our profitability metrics, for fiscal 2027, we expect operating income to be between $110 million and $120 million, representing an operating margin of 10% at the midpoint.”
“In the fourth quarter, we saw significant growth in our largest accounts, with the number of customers contributing $100,000 or more in subscription ARR rising 25% to 2,805.”
“For the full year 2025, revenues of $96.4 million represented 3.6% growth, with gross profit margin improving to 11.7% from 10.4% in the prior year.”
“We see a clear path to our long-term target of 30% non-GAAP operating margin as we increase our own operational AI leverage and drive our customers' consumption of our AI platform.”
“Our initial guidance figures reflect these changes and are contained in the table in our earnings release posted this morning, and they include 75 new store openings, net sales of $2.985 billion to $3.013 billion, comparable store sales growth in the range of 2%, gross margin in the range of 40.5%, operating income of $339 million to $348 million and adjusted net income and adjusted net income per share of $270 million to $277 million, and $4.40 to $4.50, respectively.”
“Our initial guidance figures reflect these changes and are contained in the table in our earnings release posted this morning, and they include 75 new store openings, net sales of $2.985-$3.013 billion, comparable store sales growth in the range of 2%, gross margin in the range of 40.5%, operating income of $339-$348 million in adjusted net income and adjusted net income per share of $270 million -$277 million and $4.40-$4.50 respectively.”
“One, I was just hoping, maybe to start, you could compare and contrast the volume growth, the volume-led growth, outlook that you mentioned, John, for 2026, just versus the more balanced volume versus price mix dynamics we saw in the fourth quarter here.”
“The annual decrease was partially offset by increases of $9,900,000 in compensation expenses resulting from headcount growth, higher salaries and accrued bonuses, and increased stock-based compensation, as well as $3,000,000 in clinical supply and manufacturing and regulatory costs.”
“If benchmark prices hold at current levels or even improve, we expect strong overall earnings growth in 2026 versus 2025.”
“For the full year 2026, we expect net sales to grow in the low double-digit range over the prior year, and we anticipate continued improvements in both gross margin and adjusted EBITDA margin compared with the prior year under the current global tariff import environment.”
“Additionally, we expect revenue growth to be impacted by about 1% for the 15 to 20 closures, which normally act as an offset each year.”
“Based on the current available information, the company sees the 2026 full year revenue guidance to be in the range of RMB 450 million to RMB 480 million, representing a very solid and strong growth of 20% to 28% year-over-year compared to 2025.”
“We delivered a 27% revenue compounded annual growth rate, a 37% net operating income compounded annual growth rate, and a 43% net income compounded annual growth rate from 2019 through 2025, showcasing our growth trajectory, efficiency improvements, and the profitability of the business.”
“Our full year operating -- operational expenses decreased 23% from $112.6 million in 2024 to $86.9 million in 2025.”
“As Brent mentioned earlier, we expect our 2026 capital expenditures to modestly increase compared to 2025, excluding any impacts of the ARRIS project.”
“We expect revenue to decline by about $1,500,000 in Q1 2026 compared to Q4 2025 related to data platform pressure.”
“Full year 2025 volume growth was driven by strength in Europe, Latin America, the Middle East and India, while China declined due to a tough year-over-year comp.”
“Relative to guidance, sales were negatively impacted by approximately $20 million as we stopped shipments to Saks in December ahead of the bankruptcy filing.”
“We concluded another strong year with full year revenue growing HKD 22.8 billion, up 68% year-over-year.”
“We continued to experience strong operational demand in February 2025, with total Flare Monitoring revenue for the full year exceeding $2 million.”
“So for 2026, we expect net sales to be up modestly year-over-year, but a substantial improvement in profitability.”
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