A live archive of receipt-bound excerpts from company earnings calls. No generated thesis, no recommendation — just the recorded language, its source coordinates, and a direct path into the ticker dossier or live Terminal.来自公司财报电话会的可追溯摘录档案。没有生成式投资结论，也没有推荐——只有原始表述、来源坐标，以及进入个股档案或实时终端的直接入口。
Start free in Terminal免费开始使用终端649 verified call records份已核验电话会记录 · 7788 exact facts条精确事实 · 2026-10-26 → 2026-11-01
Browse the full archive page by page. Search on this page by ticker, period, category, or speaker; every card preview is a verbatim call excerpt.分页浏览完整档案。在本页按代码、期间、分类或发言人搜索；每张卡片预览均为电话会原文摘录。
Showing records 6625–6702 of 6702.显示第 6625–6702 条，共 6702 条。
“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.”
“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.”
“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-$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.”
“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.”
“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.”
“We provide end-to-end solutions to more than 745,000 customers across our three major verticals: EverPro for home and field services, EverHealth for medical practices, and EverWell for wellness service providers, with the two former verticals representing approximately 95% of consolidated revenue.”
“In terms of the $700,000,000 of operating income for Foot Locker, I think it is a little bit too early to be able to give a long-term outlook, but we feel really confident in what Ed talked about—the momentum that we have built, the focus that we have in returning this business to growth from the 1% to 3% comp that we have guided and returning this business back to profitability.”
“This includes operating income of $1.57 billion or 11.12% of net sales for the DICK'S business, driven by strong comps and the gross margin expansion and a $52.2 million operating loss from a partial year of owning the Foot Locker business.”
“Our EPS guidance assumes an effective tax rate of approximately 25% and includes an anticipated negative impact of about 150 basis points from the expiration of the Work Opportunity Tax Credit on December 31, 2025, resulting in an approximate $0.13 reduction to EPS.”
“Our EPS guidance assumes an effective tax rate of approximately 25% and includes an anticipated negative impact of about 150 basis points from the expiration of the Work Opportunity Tax Credit on December 31, 2025, resulting in an approximate 13-cent reduction to EPS.”
“Even though you're targeting a very specific enzyme restricted to T cells that can affect several different cytokines, all of which are important in inflammatory diseases like IL-5 and 4 and 17, et cetera.”
“Despite lower volumes, gross profit per retail unit sold was up 8.8%, outpacing the vehicle sales price increase, indicating that we also achieved a 1.9% improvement in underlying unit cost.”
“Our risk-weighted 3 investments, which are investments where we expect full repayment, but are either spending more engagement time and/or I've seen increased risk to the initial asset purchase increased from approximately 10.4% in the third quarter to 11.5% in Q4.”
“Total revenue for the full year 2025 was $185.3 million, down 2% year-over-year from $189.9 million in 2024.”
“Most notably in Q4, we generated $11 million in cash flow from operating activities, which underscores our structural actions are working, and we are making measurable progress towards our profitability targets.”
“So looking ahead to 2026, when we look at our cash flow, we expect baseline operating cash outflows to remain at approximately that $14,000,000 level.”
“You know, $3 million, you know, just we wanted to help people out as we provide guidance for next year that our pre-tax margin is gonna grow at a slower rate than our, basically, revenue growth.”
“We expect to see volume reductions from owned farms resulting from earlier pruning and unfavorable weather conditions in the current year, which should translate to lower revenue despite expectations for higher sales prices, as well as create a headwind for our International Farming segment as a result of lower pack house utilization.”
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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。