Newsbot

Jabil (JBL): Evaluating Valuation Following Upward Earnings Estimate Revisions and Rising Growth Expectations

Jabil (JBL) is capturing investor attention after analysts revised earnings estimates upward. This reflects a generally optimistic outlook for the company. Expectations for meaningful growth in both earnings and revenue are fueling this sentiment.See our latest analysis for Jabil.Jabil’s stock continues to ride a wave of strong momentum, with its latest share price at $207.23 and a 1-day share price return of 1.59% that stands out against the major indices. The year-to-date share price...

Descartes (DSGX) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.DateSept. 3, 2025 12:00 a.m. ETCall participantsChief Executive Officer — Edward J. RyanChief Financial Officer — Allan BrettExecutive Vice President, Corporate Development — Edward GardnerNeed a quote from a Motley Fool analyst? Email pr@fool.comTakeawaysTotal Revenue -- $179.8 million, up 10% year-over-year and 7% sequentially from the prior quarter.Services Revenue -- $166.8 million, 93% of total revenue, representing a 14% increase year-over-year and an inc...

REGENXBIO (RGNX) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DateThursday, November 6, 2025 at 4:16 p.m. ETCall participantsPresident and CEO — Curran SimpsonChief Medical Officer — Steve PakolaChief Financial Officer — Mitchell ChanChief Legal Officer — Patrick ChristmasNeed a quote from a Motley Fool analyst? Email pr@fool.comTakeawaysRGX-202 Duchenne program -- Completed pivotal trial enrollment ahead of guidance, with top-line data expected in early Q2 2026 and BLA submission planned for mid-2026.Manufacturing capaci...

Radware (RDWR) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DATEWednesday, Oct. 29, 2025 at 1:26 p.m. ETCALL PARTICIPANTSChief Executive Officer — Roy ZisapelChief Financial Officer — Guy AvidanNeed a quote from a Motley Fool analyst? Email pr@fool.comRISKSOperating Cash Flow -- Cash flow from operations was negative $4.2 million, a reversal from positive $14.7 million last year, primarily due to increased accounts receivables from large deals and a decrease in deferred revenue.EMEA Revenue Decline -- Revenue in EMEA fe...

Kiniksa (KNSA) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DATEOct. 28, 2025 at 11:41 a.m. ETCALL PARTICIPANTSChairman and Chief Executive Officer — Sanj PatelChief Commercial Officer — Ross MoatChief Financial Officer — Mark RagosaChief Medical Officer — John PaoliniNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSARCALYST Net Revenue -- $180.9 million for the fiscal third quarter ended Sept. 30, 2025, up 61% year-over-year and by approximately $24 million sequentially from the previous quarter.Full-...

DoorDash (DASH) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DATENov. 5, 2025, 8:41 p.m. ETCALL PARTICIPANTSCo-Founder, Chair, and Chief Executive Officer — Tony XuChief Financial Officer — Ravi InukondaHead of Investor Relations — Weston TwiggNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSGrowth Acceleration -- Growth accelerated for the fourth consecutive quarter, with management emphasizing improved unit economics and increasing profit dollars.2026 Major Investment Areas -- The company identified t...

Franklin Covey (FC) Q4 2025 Earnings Transcript

Image source: The Motley Fool.DateThursday, Nov. 6, 2025 at 12:21 a.m. ETCall participantsChief Executive Officer — Paul WalkerChief Financial Officer — Jessica BetjemannPresident, Enterprise Division — Holly ProcterSenior Executive, Education Division — Michael CoveyNeed a quote from a Motley Fool analyst? Email pr@fool.comRisksFiscal 2025 results were negatively affected by "DOGE related government slowdowns, midyear tariff uncertainty and short-term effects of our own transformation," re...

Medpace (MEDP) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DATEThursday, Oct. 23, 2025 at 1:37 p.m. ETCALL PARTICIPANTSPresident — August TroendleCFO — Kevin BradyInvestor Relations — Jesse GeigerInvestor Relations — Lauren MorrisNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSRevenue -- $659.9 million, up 23.7% year-over-year, driven by higher reimbursable cost activity related to a therapeutic mix shift and increased site costs.Net New Business Awards -- $789.6 million, an increase of 47.9% year-ov...

Cal-Maine Foods (CALM) Q1 2026 Earnings Transcript

Image source: The Motley Fool.DATEWednesday, Oct. 1, 2025 at 12:22 p.m. ETCALL PARTICIPANTSPresident and CEO — Sherman MillerChief Financial Officer — Max BowmanNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSNet Sales -- $922.6 million, up 17.4%, driven by higher shell egg sales and prepared foods contributions.Shell Egg Sales -- $789.4 million, a 6.5% increase, with net average shell egg selling price up 3.9%, and specialty egg volume up 7.5%.Specialty Egg Performance -...

Alphabet (GOOGL) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DateOct. 29, 2025 at 8:46 p.m. ETCall participantsChief Executive Officer — Sundar PichaiSenior Vice President & Chief Business Officer — Philipp SchindlerChief Financial Officer — Anat AshkenaziDirector of Investor Relations — James FriedlandNeed a quote from a Motley Fool analyst? Email pr@fool.comRisksOperating expenses — Total operating expenses increased 28% to $29.7 billion, driven significantly by a $3.5 billion charge for a European Commission fine and ...

Doximity (DOCS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.DateThursday, Nov. 6, 2025 at 8:56 p.m. ETCall participantsCo-Founder and Chief Executive Officer — Jeffrey TangneyChief Financial Officer — Anna BrysonChief Business Officer — Perry GoldNeed a quote from a Motley Fool analyst? Email pr@fool.comTakeawaysRevenue -- $168.5 million, reflecting 23% growth and exceeding the high end of guidance.Adjusted EBITDA -- $100.8 million with a 60% adjusted EBITDA margin, representing a 32% increase and a 4-point margin expan...

Logitech (LOGI) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.DATETuesday, October 28, 2025 at 11:31 p.m. ETCALL PARTICIPANTSChief Executive Officer — Johanna FaberChief Financial Officer — Matteo AnversaNeed a quote from a Motley Fool analyst? Email pr@fool.comRISKSJohanna Faber cited that, "The North American consumer market, especially in gaming, was softer in fiscal Q2 ended September 30, 2025," introducing uncertainty for future quarters.Matteo Anversa warned of "pockets of uncertainty" in the U.S. consumer market, p...

South Star Announces Q3 2025 Financial and Operating Results

VANCOUVER, British Columbia, Nov. 27, 2025 (GLOBE NEWSWIRE) -- South Star Battery Metals Corp. (“South Star” or the “Company”) (TSXV: STS) (OTCQB: STSBF) is pleased to report its operating and financial results for the quarter ended September 30, 2025 and an additional update on operations.

NovoCure (NVCR) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DATEThursday, October 30, 2025 at 3:16 p.m. ETCALL PARTICIPANTSExecutive Chairman — William DoyleChief Executive Officer — Ashley CordovaChief Financial Officer — Christoph BrackmannPresident, U.S. — Frank LeonardNeed a quote from a Motley Fool analyst? Email pr@fool.comRISKSThe non-small cell lung cancer launch is behind expectations, with no continuation of linear growth seen in the prior two quarters and a challenging competitive environment noted by managem...

HealthStream HSTM Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DateTuesday, November 4, 2025 at 4:06 p.m. ETCall participantsChief Executive Officer — Robert A. Frist, Jr.Chief Financial Officer — Scott A. RobertsNeed a quote from a Motley Fool analyst? Email pr@fool.comRisksDecline in Legacy Product Revenue -- CEO Frist noted the company expects "drop-off in legacy software up to $3 million in the fourth quarter," offsetting new core growth.Lower Gross Margin -- CFO Roberts reported, "Gross margin was 65.3% compared to 66...

Brookfield (BN) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DATEThursday, November 13, 2025 at 12 a.m. ETCALL PARTICIPANTSChief Executive Officer — Bruce FlattPresident — Nicholas GoodmanVice President, Investor Relations — Katie BattagliaNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSDistributable Earnings (DE) before realizations -- $1.3 billion, or $0.56 per share, with $5.4 billion, or $2.27 per share, over the last 12 months, reflecting an 18% increase in annual DE.Total Distributable Earnings (...

Neurocrine (NBIX) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DateTuesday, Oct. 28, 2025 at 9:31 p.m. ETCall participantsChief Executive Officer — Kyle GanoChief Financial Officer — Matthew AbernethyChief Commercial Officer — Eric BenevichChief Medical Officer — Sanjay KeswaniNeed a quote from a Motley Fool analyst? Email pr@fool.comTakeawaysNet product sales -- $790 million with a 28% year-over-year growth rate driven by INGREZZA and CRENESSITY.CRENESSITY sequential growth -- Net sales increased from $53 million in Q2 to...

Humacyte (HUMA) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DATENov. 12, 2025 at 12:21 p.m. ETCALL PARTICIPANTSChief Executive Officer — Laura NiklasonChief Financial Officer — Dale SanderNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSProduct Revenue -- $703,000 in product sales reported, up from $100,000 the previous quarter, driven by the ongoing commercial launch of Symvess.Total Revenue -- $800,000 recognized for the quarter, including $100,000 from a research collaboration unrelated to Symvess s...

CarGurus (CARG) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DateFriday, Nov. 7, 2025 at 4:46 p.m. ETCall participantsChief Executive Officer — Jason TrevisanPresident and Chief Operating Officer — Samuel ZalesChief Financial Officer — Kirndeep GrewalNeed a quote from a Motley Fool analyst? Email pr@fool.comRisksWinding down the CarOffer transactions business resulted in a sequentially larger digital wholesale adjusted EBITDA loss of approximately $4 million due to lower transaction volumes. All digital wholesale revenue...

Editas (EDIT) Q2 2024 Earnings Call Transcript

Image source: The Motley Fool.DATEWednesday, August 7, 2024 at 12:03 p.m. ETCALL PARTICIPANTSChief Executive Officer — Gilmore O’NeillChief Medical Officer — Baisong MeiChief Financial Officer — Erick LuceraChief Scientific Officer — Linda BurklyChief Commercial and Strategy Officer — Caren DeardorfNeed a quote from a Motley Fool analyst? Email pr@fool.comRISKSChief Commercial and Strategy Officer Caren Deardorf said, "we are deeply disappointed by this decision" in direct reference to the ...

Cognex (CGNX) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DateOct. 30, 2025, 9:26 p.m. ETCall participantsPresident and Chief Executive Officer — Matt MoschnerChief Financial Officer — Dennis FehrNeed a quote from a Motley Fool analyst? Email pr@fool.comTakeawaysRevenue -- $277 million, representing 18% year-over-year growth, or 16% in constant currency.Revenue growth (underlying, constant currency) -- 13% increase when excluding the $30 million contribution from the commercial partnership and a $5 million Moritex ben...

Amphastar (AMPH) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DateSaturday, Nov. 8, 2025 at 12:16 p.m. ETCall participantsChief Commercial Officer — Dan DischnerChief Financial Officer and Executive Vice President of Finance — William PetersSenior Vice President, Regulatory Affairs and Clinical Operations — Tony MarrsNeed a quote from a Motley Fool analyst? Email pr@fool.comRisksGross margin decline — Gross margins declined to 51.4% from 53.3% in the prior-year period, with management citing pricing pressure and competiti...

Immunocore (IMCR) Q2 2025 Earnings Call Transcript

Image source: The Motley Fool.DateSaturday, August 9, 2025 at 9:33 a.m. ETCall participantsChief Executive Officer — Bahija JallalExecutive Vice President of Commercial — Ralph TorbayExecutive Vice President of Research & Development — David BermanChief Financial Officer — Travis A. CoyChief Medical Officer — Mohammed M. DarNeed a quote from a Motley Fool analyst? Email pr@fool.comTakeawaysKIMMTRAK Net Sales -- $98 million in Q2, up 30% year-over-year and 4% sequentially from Q1, supported ...

Beam Therapeutics (BEAM) Earnings Transcript

Image source: The Motley Fool.DATETuesday, November 5, 2024 at 11:54 a.m. ETCALL PARTICIPANTSChief Executive Officer — John EvansPresident — Dr. Giuseppe CiaramellaChief Medical Officer — Dr. Amy SimonNeed a quote from a Motley Fool analyst? Email pr@fool.comRISKSChief Medical Officer Dr. Amy Simon reported that one patient in the BEAM-101 trial died from respiratory failure four months post-treatment, which investigators determined was "likely related to busulfan conditioning," a known ris...

Datadog (DDOG) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DateNov. 6, 2025 4:46 p.m. ETCall participantsChief Executive Officer and Co-Founder — Olivier PomelChief Financial Officer — David ObstlerVice President, Investor Relations — Yuka BroderickNeed a quote from a Motley Fool analyst? Email pr@fool.comTakeawaysRevenue -- $886 million, up 28% year-over-year and 7% quarter-over-quarter, exceeding the high end of guidance.Customers -- Approximately 32,000 total customers, an increase from about 29,200 a year earlier.L...

Dropbox DBX Q3 2025 Earnings Call Transcript

Chief Financial Officer Timothy Regan indicated ongoing revenue headwinds from "our strategic decisions to exit the FormSwift business as well as to reduce our investments in our managed sales motion and performance marketing for our core business." Regan noted, "we still expect some elevated levels of downsells across the managed sales business in the fourth quarter as well." Gross margin was 81.4%, down 260 basis points year-over-year, attributed to "higher depreciation stemming from our dat...

Dropbox DBX Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DateNov. 6, 2025 at 8:46 p.m. ETCall participantsChief Executive Officer — Andrew HoustonChief Financial Officer — Timothy ReganHead of Investor Relations — Peter StablerNeed a quote from a Motley Fool analyst? Email pr@fool.comRisksChief Financial Officer Timothy Regan indicated ongoing revenue headwinds from "our strategic decisions to exit the FormSwift business as well as to reduce our investments in our managed sales motion and performance marketing for ou...

NICE (NICE) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DATENov. 13, 2025 at 1:41 p.m. ETCALL PARTICIPANTSChief Executive Officer — Scott RussellChief Financial Officer — Beth GaspichVice President, Investor Relations — Ryan GilliganNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSTotal Revenue -- $732 million, representing a 6% increase year-over-year and reaching the high end of guidance.Cloud Revenue -- $563 million, up 13% year-over-year, and accounts for 77% of total revenue.Cloud Revenue Excl...

Baidu (BIDU) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DATENov. 18, 2025 at 2:18 p.m. ETCALL PARTICIPANTSCo-Founder and Chief Executive Officer — Yanhong (Robin) LiExecutive Vice President, Baidu Mobile Ecosystem Group — Julius Rong LuoExecutive Vice President, Baidu AI Cloud Group — Dou ShenChief Financial Officer — Haijian (Henry) HeNeed a quote from a Motley Fool analyst? Email pr@fool.comRISKSTotal Revenues Decline -- Management reported total revenues of RMB 31.2 billion, representing a 7% year-over-year decre...

CSG Systems (CSGS) Q2 2025 Earnings Transcript

Image source: The Motley Fool.DateAug. 7, 2025 at 4:31 a.m. ETCall participantsChief Executive Officer — Brian A. ShepherdChief Financial Officer — Hai V. TranVice President, Investor Relations — John ReaNeed a quote from a Motley Fool analyst? Email pr@fool.comRisksHai V. Tran and Brian A. Shepherd highlighted "continued small headwinds in the North American broadband market and slightly elongated sales cycles" as factors affecting the revenue growth outlook for 2025.Management disclosed a...

Coinbase (COIN) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DateThursday, October 30, 2025 8:56 p.m. ETCall participantsChief Executive Officer — Brian ArmstrongChief Financial Officer — Alesia HaasPresident & Chief Operating Officer — Emilie ChoiVice President, Investor Relations and Business Operations — Anil GuptaNeed a quote from a Motley Fool analyst? Email pr@fool.comTakeawaysTotal revenue -- $1.9 billion in fiscal Q3 ended Sept. 30, 2025, driven by expanded product offerings and platform usage.Adjusted EBITDA -- ...

BridgeBio (BBIO) Q3 2025 Earnings Call Transcript

Image source: The Motley Fool.DATEOct. 29, 2025 at 10:56 p.m. ETCALL PARTICIPANTSChief Executive Officer — Neil KumarPresident and Chief Financial Officer — Thomas TrimarchiChief Commercial Officer — Matthew OuttenSenior Vice President, Strategic Finance — Chinmay ShuklaNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSTotal Revenue -- $120.7 million, up by $118 million year-over-year, driven primarily by Attruby net product sales growth.Attruby Net Product Sales -- $108.1 ...