C3.ai (NYSE:AI) Q3 2026 Earnings call February 25, 2026 05:00 PM ET Speaker4Good day, and thank you for standing by. Welcome to the C3 AI third quarter fiscal year 2026 earnings call. At this time, all participants are in a listen-only mode. Please be advised that today's conference is being recorded. After the speaker's presentation, there will be a question-and-answer session. To ask a question, please press star 11 on your telephone and wait for your name to be announced. To withdraw your question, pleas ...

Financial Data and Key Metrics Changes - In 2025, GAAP net income totaled $15.9 million, or $0.75 per diluted share, up from $15 million, or $0.73 per diluted share in 2024 [21] - Total GAAP revenue was $139.7 million, an increase from $137.7 million in 2024 [21] - Adjusted EBITDA was $29 million in 2025, maintaining a nearly 21% margin [29] Business Line Data and Key Metrics Changes - Wireless revenue for the year was $72.5 million, down from $73.5 million in the prior year, while software revenue grew to $67.2 million, driven by a nearly 24% increase in professional services revenue [22] - Professional services revenue reached $22.1 million in 2025, up 23.7% from $17.9 million in 2024 [25] - Managed services revenue totaled $6.6 million, nearly 30% of professional services revenue, up from $3.3 million, or 18% in 2024 [26] Market Data and Key Metrics Changes - In the fourth quarter of 2025, software operations bookings increased by 14% year-over-year and 83% sequentially [7] - Average revenue per unit (ARPU) grew by $0.23 year-over-year, driven by pricing actions [23] - Net unit churn improved to 1.3% in the fourth quarter, a decrease of 12 basis points from the prior quarter [23] Company Strategy and Development Direction - The company aims to grow software revenue, generate cash, and return capital to stockholders, having returned $27.3 million to stockholders in 2025 [4][11] - The strategic focus includes continued investment in wireless and software solutions, growing the revenue base, disciplined expense management, and a stockholder-friendly capital allocation plan [13] - The company plans to pay dividends exceeding $27 million in 2026, continuing its commitment to returning capital to stockholders [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in regaining momentum and achieving growth in total bookings in 2026, with a focus on accelerating license sales and maintaining growth in professional services [7][11] - The company anticipates that software revenue will surpass wireless revenue for the first time in its history, with guidance for software revenue ranging from $68 million to $72 million in 2026 [30][31] - Management highlighted the importance of maintaining a balance between generating cash flow and investing in future growth [54] Other Important Information - The company invested over $12 million in product research and development in 2025, a nearly 5% increase from 2024 [8] - The company has returned nearly $730 million to stockholders since its inception in 2004 [12] Q&A Session Summary Question: What is driving the shift in the cancelable portion of the software backlog? - Management indicated that the growth in deal size and the need to negotiate terms with customers are driving the increase in cancelable contracts, which have nearly tripled year-over-year [36][37] Question: How should the market view the recovery of software operations bookings? - Management believes that total bookings will grow in 2026 over 2025 levels, although quarterly results may vary due to the nature of large contracts [38][39] Question: How does the company view AI in relation to its business? - Management sees opportunities in using AI to improve internal efficiency and enhance customer functionalities, particularly in training new staff and supporting operator functions [44][46]

Snowflake (NYSE:SNOW) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Speaker10 Good day, ladies and gentlemen. Thank you for joining today's Snowflake Q4 FY 2026 earnings call. My name is Tia. I will be your moderator for today's call. All lines will be muted during the presentation portion of the call, with an opportunity for questions and answers at the end. If you would like to ask a question, please press star 1 on your telephone keypad. I would now like to pass the call over to your host, Katherin ...

Joby Aviation (NYSE:JOBY) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker7Greetings, welcome to the Joby Aviation Fourth Quarter and Fiscal Year 2025 Financial Results Conference Call and Webcast. At this time, all participants are in listen-only mode. A question-and-answer session will follow the formal presentation. You will be placed into the question queue at any time by pressing star one on your telephone keypad. As a reminder, this conference is being recorded. It's now my pleasure to turn ...

ARKO Petroleum (NasdaqCM:APC) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker6Greetings, welcome to the ARKO Corp. fourth quarter 2025 earnings call. At this time, all participants are on a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Jordan Mann, Senior Vice President ...

Maravai LifeSciences (NasdaqGS:MRVI) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker8Ladies and gentlemen, thank you for your continued patience. Your meeting will begin shortly. If you need assistance at any time today, please press star 0 and a member of our team will be happy to help you. Again, ladies and gentlemen, thank you for your continued patience. Your meeting will begin shortly. Again, if you do need assistance at any time today, please press star 0 and a member of our team will be h ...

Chime Financial (NasdaqGS:CHYM) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker9 Good afternoon. Welcome to Chime's fourth quarter fiscal 2025 earnings call. Following the speaker's remarks, we will open the lines for your questions. As a reminder, this conference call is being recorded and a replay of this call will be available on our investor relations website for a reasonable period of time after the call. I'd like to turn the call over to David Pearce, Vice President of Investor Relations a ...

每经AI快讯，富时A50期指连续夜盘收涨0.3%，报14861点。 每日经济新闻 （责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

平安基金管理有限公司 关于调整平安国证2000交易型开放式指数证券投资基金主流动性服务商为一般流动性服务商的公告 根据《深圳证券交易所证券投资基金业务指引第2号一一流动性服务》等有关规定，自2026年2月24日 起，本公司将平安国证2000交易型开放式指数证券投资基金（基金代码：159521，场内简称：国证 2000ETF指数基金）的主流动性服务商方正证券股份有限公司调整为一般流动性服务商。 特此公告。 平安基金管理有限公司 2026年2月26日 机构的公告 根据平安基金管理有限公司（以下简称本公司）与平安银行股份有限公司签署的销售协议，本公司自 2026年2月26日起新增平安银行股份有限公司为平安久瑞回报混合型证券投资基金（基金代码A： 026634，C：026635）的销售机构。 特别提示：平安久瑞回报混合型证券投资基金的发售日期为2026年2月26日至2026年3月13日。 投资者可通过以下途径咨询有关详情： 1、平安银行股份有限公司 客服电话：95511-3 网址：http://bank.pingan.com 2、平安基金管理有限公司 平安基金管理有限公司 关于新增平安银行股份有限公司为旗下基金销售 ...

证券代码：301171 证券简称：易点天下 公告编号：2026-016 提名人易点天下网络科技股份有限公司董事会现就提名刘振为易点天下网络科技股份有限公司第五届董 事会独立董事候选人发表公开声明。被提名人已书面同意作为易点天下网络科技股份有限公司第五届董 事会独立董事候选人（参见该独立董事候选人声明）。本次提名是在充分了解被提名人职业、学历、职 称、详细的工作经历、全部兼职、有无重大失信等不良记录等情况后作出的，本提名人认为被提名人符 合相关法律、行政法规、部门规章、规范性文件和深圳证券交易所业务规则对独立董事候选人任职资格 及独立性的要求，具体声明并承诺如下事项： 一、被提名人已经通过易点天下网络科技股份有限公司第四届董事会提名委员会资格审查，提名人与被 提名人不存在利害关系或者其他可能影响独立履职情形的密切关系。 R是 □否 如否，请详细说明：______________________________ 二、被提名人不存在《中华人民共和国公司法》第一百七十八条等规定不得担任公司董事的情形。 R是 □否 如否，请详细说明：______________________________ 三、被提名人符合中国证监 ...