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 481–576 of 5581.显示第 481–576 条，共 5581 条。
“Q2 2026 mine site AISC came in at $3,371 per oz sold at the lower end of our revised guidance range, reflecting increased rates of mining, hauling and stacking, cost pressures related to royalties and excise taxes from stronger than anticipated gold prices, and higher diesel and explosive costs.”
“We also completed an equity offering that provided approximately $18.3 million in net proceeds in late July to support these efforts, which we expect to extend our runway into late first quarter 2027 and through a potential launch of 3107, if approved.”
“Our performance through the first half of the year, together with the visibility that we have today, gives us the confidence to raise our full year revenue outlook to approximately $43 million.”
“Retail digital customers reached 86%, while commercial digital customers increased to 76%, supported by more targeted digitalization initiatives.”
“Gross margin improved to 30% compared to 28% in the prior year period, primarily reflecting increased scale and improved operating leverage over our fixed manufacturing and operating cost base as revenue increased.”
“Our Q2 adjusted gross profit grew 20% quarter-over-quarter, from $960,000 to $1.2 million.”
“By our next earnings call, we expect to check off at least two more, including surpassing our $10 million revenue milestone and completing our initial customer site deployment with two additional milestones expected by year-end.”
“During the second quarter of 2026, $0.2 million of cost of goods sold related to the cost of units recorded as sales revenue during the period, and the remainder were primarily comprised of a $0.7 million inventory reserve recorded to reduce certain inventory balances to their estimated net realizable value, as well as overhead related to unused production capacity, which was recorded as an expense in the period.”
“For Q3 2026, we expect to deliver broadband revenue between $125 million and $135 million, gross margins between 51% and 52%, reflecting the elevated memory costs, operating profit between $23 million and $28 million, and EPS of between $0.15 and $0.19.”
“For the full year, we now expect net new store openings of 30-33, net sales of $4.7 billion-$4.72 billion, comparable store sales in the range of negative 0.5%-0.0%, gross margin of 29.8%-30%.”
“This continued strong execution drives our upwards revised full year 2026 revenue guidance to a 32% year-on-year growth before accounting for Passport, which represents further acceleration from 2025's fast revenue growth, which stood at 28%.”
“SOL per share on a fully diluted basis was 0.0730, which is up from 0.0669 at March 31st, which translates to an annualized growth rate of approximately 36%.”
“Geoblocks 2 and 3 are identical in design, and we expect to apply the learnings from Geoblock 1 commissioning process to continue optimizing production ramp at subsequent geoblocks.”
“Gross margin of 62.4% were above our expectation, largely attributable to our full price selling model and adjusted operating income doubled versus a year ago, coming in at $8.6 million.”
“The margin per GEO is increased from $1,559 per GEO in 2022 to $4,352 per GEO in 2026, a 179% increase, while during this time the gold price has increased 160%.”
“Cost of revenues decreased by 2.6% to RMB 92.6 million from RMB 95.1 million in the same period of last year.”
“With this performance, we continue to believe that 2026 will be a breakout year for Journey Medical with respect to both revenue growth and profitability.”
“In the second half, we expect initiatives including Nikon Eyes, store segmentation, and continued enhancements to our premium frame and lens assortments to contribute approximately 100 to 200 basis points to ticket growth, helping to further offset traffic headwinds.”
“As implied by guidance, which I'll speak to in a few moments, we are expecting to turn EBITDA positive in the second half of 2026 as we ramp up deliveries against our meaningfully larger backlog and realize increased production from our new Hyperion facility.”
“We've already ordered additional production equipment for the MX-1-B01, and we expect it to be operational by mid-2027, with initial commercial shipments and revenue expected to follow as that capacity comes online and customer programs complete qualification.”
“I think for us, there's a number of other growth initiatives underway, improving the cathode plant utilization, and we expect to see some updates on that exploration they've been doing over the past 18 months going forwards.”
“The other piece is, the impact of the 12 store franchise acquisition, how does that impact EPS guidance?”
“We expect revenue for the second half of the year to be $38 million-$41 million, and full year 2026 revenue in the range of $77 million-$82 million.”
“In fact, in FY 2026, we delivered the highest revenue, operating margin, and earnings per employee in 30 years, demonstrating excellent execution from our teams and the increasingly critical role our technology has in the AI era.”
“We expect 800G revenue to continue growing year-over-year in calendar 2026, while 1.6T transceivers ramp rapidly through the balance of calendar 2026 and into calendar 2027 as adoption broadens across customers.”
“Despite the lower top line, gross profit increased 16% to $8.8 million from $7.6 million, while gross margin expanded approximately 8 points to 35% from 27%.”
“For Q3 2026, we expect core revenue to be in the range of $214 million-$216 million, core gross margin in the range of 38%-40%, and core operating margin in the range of -25% to -23%.”
“While revenue grew, lower margins and unfavorable revenue mix pressured profitability, and Ed will walk you through how that impacts BitGo going forward.”
“Net cash used in investing activities was $2.3 million, which related to $8.3 million spent on additions to jackup rigs, primarily long-term maintenance costs and capital additions, partially offset by the $6 million proceeds received as noted earlier in non-operating income.”
“Gross profit increased 31% year over year to $480 million, representing a gross margin of 47.4%, up 60 basis points compared to 46.8% in the second quarter of 2025.”
“Turning to our outlook, performance through the first half of the year and increased visibility into the balance of the year gives us confidence to raise our full-year revenue guidance to $42 million-$50 million.”
“During the second half of 2026, we expect to grow our retail media revenues as we accelerate cart deliveries.”
“Based on our projection, we expect a short time to profitability after the anticipated mid-2028 launch.”
“Given that SpaceX now can be seen as a credible buyer to take everything and having over $100 billion of cash and securities on its balance sheet, have you come back to your critical infrastructure and targets and said, "Look, it is like now or never?" Because I am sure your asset would be more valuable to someone like a SpaceX to the extent that it covered more of the country and less of a patch quilt pattern.”
“Manufacture and supply revenue increased to $11.9 million in the second quarter 2026, from $9.6 million in the second quarter of 2025, primarily due to increases in Suboxone revenues, partially offset by lower Ondif revenues.”
“The segment results came in at the high end of our guidance for a low to mid-single digit sequential increase, driven by strength in advanced computing, which increased 35% sequentially and represented a record high 31% of the computing segment in the June quarter.”
“What would be the commercial outlook when you think about what you plan to see for separation at month 15, but more of a statistical significance outlook at 24 months, and how would a delayed time to response be perceived despite vision preservation here?”
“We are not changing our guidance at $980 million-$1 billion of revenue because I think that our organic performance will continue to be much higher than we had originally anticipated.”
“For the full year, the core portfolio generated $21 billion in sales, with EBIT margins of approximately 12.7% and EBIT dollar growth of 8% ahead of the total company.”
“I was wondering first if there was a read-through or learnings from the phase II RECLAIM trial in AUD around the 2.4 milligram discontinuations and how that might change titration monitoring or dose reduction plan for the 2.4 milligram arm in PERFORMA.”
“As we are performing ahead of our expectations, we are raising and narrowing our 2026 revenue guidance to between $115 million and $118 million from the previous range of $113 million to $117 million with ongoing improvement in profitability.”
“My question is, given the very impressive pace of enrollment for ALPHA3 and the increased target of enrollment sites to 100 by the end of the year, are you open to the possibility of enrolling additional patients beyond the current target?”
“We delivered record adjusted EBITDA of $36.4 million, up 38.4%, and importantly, our contract backlog also grew to a record of over $1.1 billion, providing us with a high level of forward visibility.”
“We are today modestly reducing our full-year revenue guidance to a range of $99 million to $103 million, and that was from $101 million to $105 million previously.”
“We again reduced our operating expenses, holding cost per pound flat year-over-year as we continued to exit low-quality volume, and for the first time as a public company, we grew revenue per pound year-over-year, up $0.04 or approximately 3%, driving a $0.04 improvement in operating leverage per pound year-over-year.”
“On page five, you can see some of the highlights for the quarter, including our largest ever quarterly EBITDA of $2.5 billion and significant growth in volumes, revenue, income from operations, net income and EBITDA year-over-year.”
“Looking ahead, we are increasing our 2026 revenue guidance to $65 million-$75 million from $60 million-$70 million, reflecting continued adoption of our Rapid Production Services and expansion of our large format additive manufacturing capabilities across both existing and new programs.”
“I think you're guiding now with the deferral of some material, I think you're guiding to Q4 sales volumes of 540,000 pounds.”
“Zeolite gross profit increased $0.4 million to about $0.1 million, benefiting from higher sales volume and lower average production cost per ton.”
“For a list and description of the risks and uncertainties that we face, please see the reports we filed with the SEC, including our annual report on Form 10-K for the full year ended December 31st, 2025, that we filed on March 19th, 2026.”
“Going into 2027, we expect to offset that with loan growth and with the growth of the loan book, also a more balanced book between retail and corporate, thus improving the NIM and impacting positively on the ROE, where on top of that, we will also capture the full benefits of the right sizing program that we carried out this year for the first half, and also reducing the cost of risk.”
“We're also updating our cash flow guidance to include both cash flow from operations and cash flow from investing, as we consider this sum a more representative view of the company's organic cash utilization and estimate it to be in the range of $-10.5 million-$-14.5 million for the full year.”
“Even with all of the marketing and crude quality constraints, near term constraints, we are still projected to generate a midpoint of $152 million of unlevered free cash flow for the back half of 2026 and into 2027 based on a Brent oil price of $75 a barrel.”
“As a reminder, we expect to recognize approximately $11 million from our deferred revenue balance in connection with the launch of ARK: Genesis Part 1 Ascended DLC.”
“In the DJ, we also see our customers ramping up plans that we expect will be a big catalyst for late 2026, early 2027 as well.”
“Based on our current production schedules, customer requirements, and expectations regarding the timing of shipments, we currently expect total revenue to be approximately $900,000-$1.1 million in the third quarter, and approximately $1 million-$1.3 million in the fourth quarter of 2026.”
“For fresh pork, we anticipate continued pressure from the industry gross market spread in the third quarter, but we expect a strong fourth quarter growth driven by seasonal profitability rotation to fresh pork from hog production and continued execution on our next best sale and cost optimization strategies.”
“Our Q2 revenue grew by more than 40% compared to Q2 last year, and our gross margin improved from 18% to more than 22% due to our differentiated technology and robust supply chain.”
“As a reminder, that guidance reflects our ongoing expectation that the challenging academic and government funding environment will persist through 2026, impacting customer behavior.”
“Our second quarter GAAP revenue of $5.6 billion included GAAP marketplace revenue of $4.9 billion, up 49% year-on-year, and GAAP cost of revenue of $0.7 billion.”
“First, the financial results for the second quarter, portfolio and asset quality, the outlook for Q3 and beyond, an update on our advisor joining Ridgepost Capital, our $20 million share buyback program, and opportunities for growth.”
“Non-GAAP gross margin was 32.3%, down 460 basis points year-over-year, driven by the same revenue item noted above, along with the slightly higher customer licenses and data center costs.”
“Since our last conference call, we have made significant progress towards achieving our 2026 goals and have narrowed our full-year growth outlook to a range of 70%-80%.”
“It is in the Apollo timeframe that we expect to realize a significant and meaningful share of what is expected to be a $10+ billion end-user value quantum market, which would put our own revenue in the billions of dollars, generating positive free cash flow in 2030 and beyond.”
“Based upon the current conditions, we expect this expansion to occur over the next 12 to 18 months while maintaining our disciplined underwriting standards.”
“To note, our current portion of long-term debt increased to $40 million due to a $24 million balloon payment, which we expect to refinance in the coming months.”
“As we pursue high quality growth and keep investing in our future, we maintain our adjusted EBITDA margin outlook of 19.5%-20%.”
“Regarding the recent German regulatory changes disallowing medical cannabis reimbursements, we expect minimal impact on Sanity, as approximately 1% of historical sales were reimbursed through government insurance programs.”
“At the midpoint of its guidance range, Harsco Environmental's performance is expected to be modestly above the third quarter of 2025, while Rail's EBITDA is anticipated to decrease as a result of lower volumes.”
“We are showing what we expect to be backlog growth, even with some of the revenue recognition we're expecting in Q4, that's going to be approaching almost $3 billion.”
“Patrick Williams will provide more details on the quarter and our full financial guidance, including our increased revenue guidance to $99.5 million-$101.5 million, with underlying RNS revenue growth still on track at 21%-23% year-over-year.”
“Beyond adding a new customer, it highlights the versatility of our platform, advances our device-based strategy, and creates a pathway for future 3D PNT offerings and incremental revenue opportunities over time.”
“For the full year, 1%-3% range for the same-store SHOP NOI growth relative to the same-store SHOP NOI, which were more in the negative range or below the midpoint of that guidance in the first half of the year.”
“Rental adjusted gross margin increased $6.2 million or 25.6% YoY to $30.2 million.”
“The industry delivered its strongest second quarter box office performance since the pandemic, and attendance across our network increased approximately 19% year-over-year, reflecting sustained consumer demand across a broad and diverse slate of films.”
“Revenue totaled $13.5 million, representing a 102% growth over the prior year, and gross margin for the second quarter was 83.2%.”
“The increase in G&A expenses was primarily due to $8 million in higher professional fees, $8 million in increased personnel-related expenses resulting from headcount growth and increased compensation, and $0.2 million of increased other administrative expenses.”
“For the remainder of the year, we expect incremental inflationary margin pressures of approximately $10 million-$15 million relative to our prior expectations.”
“We also delivered record Q2 adjusted EBITDA of $25.8 million, demonstrating the operating leverage in our model while significantly improving free cash flow by $23.9 million quarter-over-quarter and continuing to position the business around higher growth, higher value end markets.”
“Certainly the most recent slight tick up in rates and perhaps a prospect for higher for longer or even risk to the upside in terms of rates could challenge the cash flow prospects.”
“We delivered 23% revenue growth, placed 198 devices, and expanded our adjusted gross margin by 85 basis points and cut our adjusted EBITDA loss by more than half, all while successfully integrating a strategic acquisition and continuing to invest in our growth initiatives.”
“Tower Semiconductor reported that its silicon photonics revenue grew by more than 270% year-over-year and said it is targeting a $1 billion annualized run rate in the fourth quarter.”
“Looking ahead to Q1, we expect to set another quarterly record and, as stated earlier, reach our $1.25 billion revenue target more than one quarter ahead of the plan outlined at the last OFC.”
“Turning now to operating expenses, our cost of sales on second quarter product revenue totaled $0.3 million, and we continue to anticipate VIZZ to trend to an approximately 90% direct product gross margin over time.”
“However, it is important to realize that there is still likely to be quarter-to-quarter variability in gross margin, and we expect Q3 gross margin on net product sales to be in the lower 50% range with a rebound into the mid-50% range anticipated for Q4.”
“It is pretty remarkable, and I think the noise quarter-over-quarter in terms of an 8% increase in costs in a quarter we have planned maintenance shut down, I think is overshadowing the fact that this is a business with 70% operating margins that generated $141 million of free cash flow from operations.”
“Revenue was approximately $167 million, and adjusted EBITDA increased 68% sequentially to approximately $19 million, demonstrating the operating leverage in our business as activity improved.”
“Now, I think over the last few years, as people saw pullback after some of the headwinds a few years ago with labor costs and not being able to pass through slower growth, or sorry, pass through costs, combined with slower growth, leverage multiples then really normalized in the 4x-5x range.”
“Our EBITDA margin improved from a -3.9% in the second quarter of last year to a -1.3% this year, reflecting an important step forward despite the ongoing challenges of the cattle cycle.”
“We continue to anticipate being around the higher end of the free cash flow conversion of adjusted net income target range of 75%-100%.”
“This system is currently operating at approximately 35% total utilization, providing significant capacity to support future production growth without meaningful incremental infrastructure investment and an opportunity to attract third-party volumes.”
“Well, we've given guidance on our total revenues for that fuel business, Craig, and we've given guidance at 40% gross profit margin, which is, that's middle of the park.”
“It was associated with a higher circulating tumor DNA clearance with Imunon arm 87.5% versus 62% in the control arm, and a higher proportion of patients achieving no evidence of disease following frontline therapy, which was 100% in the Imunon treatment arm versus 56% in the control arm.”
“Could you talk a bit about why you think RevPAR has slipped back in China, and is there any risks that impact owner economics and your net system growth going forwards?”
“Cash used in operating activities increased to $50 million for the quarter and $95 million year-to-date, from $11 million and $34 million in the prior year periods, mainly due to a comparative inventory buildup from third-party processing delays, increased pre-development evaluation and exploration outflows as we ramp up activities, and interest paid on the repayment of legacy debt, all partially offset by increased gross profit.”
“Cost of revenues increased by 10% year-over-year to RMB 1.48 billion for Q2, generally in line with the increase in revenues, primarily due to increased revenue sharing fees and the cost of in-game virtual items.”
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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。