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Werner WERN Q4 2025 Earnings Call Transcript

Image source: The Motley Fool.DateThursday, February 5, 2026 at 5 p.m. ETCall participantsChairman, President, and Chief Executive Officer — Derek J. LeathersExecutive Vice President, Chief Financial Officer, and Corporate Secretary — Chris L. WikoffTakeawaysTotal Revenues -- $738 million, down 2% year over year, with disciplined pricing and a smaller fleet contributing to the decline.Adjusted Operating Income -- $11.3 million for the quarter, with an adjusted operating margin of 1.5%.Adjus...

Paylocity (PCTY) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.DateFeb. 5, 2026, 5 p.m. ETCall participantsExecutive Chairman — Steven BeauchampPresident and Chief Executive Officer — Toby WilliamsChief Financial Officer — Ryan GlennNeed a quote from a Motley Fool analyst? Email pr@fool.comTakeawaysTotal Revenue -- $416.1 million, representing 10% growth.Recurring and Other Revenue -- $387 million, up 11%.Adjusted gross profit -- 74.4%, an expansion of 60 basis points.GAAP Gross Profit -- $282.1 million.GAAP Operating Inco...

Microchip (MCHP) Q3 2026 Earnings Call Transcript

Image source: The Motley Fool.DATEThursday, Feb. 5, 2026 at 5 p.m. ETCALL PARTICIPANTSChief Executive Officer — Steve SanghiChief Financial Officer — Eric BjornholtCorporate Vice President, Data Center and Networking Connectivity and Automotive — Matthias KastnerTAKEAWAYSNet Sales -- $1.186 billion, up 4% sequentially and 15.6% year over year, outperforming prior guidance.Non-GAAP Gross Margin -- 60.5%, including $51.7 million in capacity underutilization charges, and $58.4 million in new i...

OpenText (OTEX) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.DATEThursday, February 5, 2026 at 5 p.m. ETCALL PARTICIPANTSInterim Chief Executive Officer — James McGourlayExecutive Chair & Chief Strategy Officer — Tom JenkinsExecutive Vice President & Chief Financial Officer — Steve RaiVice President, Investor Relations — Greg SecordNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSTotal Revenue -- $1.33 billion, up 0.4% on a year-to-date basis, with Q2 performance above internal expectations.Cloud Revenu...

Impinj (PI) Q4 2025 Earnings Call Transcript

Image source: The Motley Fool.DATEThursday, February 5, 2026 at 5:00 p.m. ETCALL PARTICIPANTSFounder and Chief Executive Officer — Chris DiorioChief Financial Officer — Cary BakerVice President, Investor Relations — Andy CobbTAKEAWAYSTotal Revenue -- $92.8 million, down 3% sequentially from $96.1 million and up 1% year over year from $91.6 million.Full-Year Revenue -- $361.1 million, a 1% year-over-year decrease from $366.1 million.Endpoint IC Revenue -- $75.2 million, down 5% sequentially ...

Monolithic Power (MPWR) Earnings Transcript

Image source: The Motley Fool.DATEFeb. 5, 2026 at 5 p.m. ETCALL PARTICIPANTSChief Executive Officer — Michael HsingChief Financial Officer — Bernie BlegenInterim Chief Financial Officer — Rob DeanHead of Investor Relations — Tony BalowTAKEAWAYSFull-Year Revenue -- $2.8 billion, representing 26.4% growth.Quarterly Revenue -- $751.2 million, up 1.9% sequentially and 20.8% year over year.Non-Enterprise Data End Markets Growth -- Over 40% annual increase, supported by product and end-market div...

Boyd Gaming (BYD) Q4 2025 Earnings Call Transcript

Image source: The Motley Fool.DateThursday, Feb. 5, 2026 at 5 p.m. ETCall participantsPresident and Chief Executive Officer — Keith SmithChief Financial Officer — Josh HirsbergTakeawaysRevenue -- $1.1 billion reported for the quarter, reaching a company record for the full year.Company-wide EBITDAR -- $337 million for the quarter, with annual EBITDAR at approximately $1.4 billion, matching the prior year.Property operating margins -- 40% for the year, consistent with last years results.Sha...

Atlassian (TEAM) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.DATEThursday, February 5, 2026 at 5 p.m. ETCALL PARTICIPANTSChief Executive Officer & Co-Founder — Michael Cannon-BrookesChief Financial Officer — Joe BinzHead of Investor Relations — Martin LamNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSCloud Revenue -- Reached $1 billion for the first time, representing 26% year-over-year growth.Annual Run Rate Revenue -- Surpassed $6 billion.Remaining Performance Obligations (RPO) -- Rose by 44% year o...

Impinj (PI) Q4 Earnings Meet Estimates

Impinj (PI) delivered earnings and revenue surprises of 0.00% and +0.76%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

StepStone (STEP) Q3 2026 Earnings Call Transcript

Image source: The Motley Fool.DATEThursday, February 5, 2026 at 5 p.m. ETCALL PARTICIPANTSChief Executive Officer — Scott HartPresident and Co-Chief Operating Officer — Jason MentHead of Strategy & Client Solutions — Mike McCabeChief Financial Officer — David ParkOperatorTAKEAWAYSGAAP Net Loss -- $123 million, driven by the fair value change related to the buy-in of StepStone Private Wealth profits interests.Fee-Related Earnings (FRE) -- $89 million, representing 20% growth and a margin of ...

News Corp (NWSA) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.DATEThursday, February 5, 2026 at 5 p.m. ETCALL PARTICIPANTSChief Executive Officer — Robert ThomsonChief Financial Officer — Lavanya ChandrashekarSenior Vice President, Investor Relations — Michael FlorinNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSRevenue -- $2.4 billion, up 6% year over year.Total Segment EBITDA -- $521 million, increasing 9% year over year despite a $16 million one-time inventory-related charge at HarperCollins.Net Inc...