Jack in the Box (NasdaqGS:JACK) Q1 2026 Earnings call February 18, 2026 05:00 PM ET Speaker8for standing by. My name is Jordan, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the Jack in the Box first quarter 2026 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you'd like to ask a question during this time, simply press star followed by the number 1 on yo ...

Financial Data and Key Metrics Changes - Figma reported Q4 2025 revenue of $304 million, representing a 40% year-over-year growth rate, and full-year revenue of $1.056 billion, up 41% year-over-year [4][22] - The net dollar retention rate for customers with more than $10,000 in ARR increased by five percentage points quarter-over-quarter to 136%, marking the highest rate in the last 10 quarters [4][23] - The company ended the year with $1.7 billion in cash, cash equivalents, and marketable securities [4][28] Business Line Data and Key Metrics Changes - Figma expanded from four to eight products in 2025 and launched over 200 features, including new AI-native functionality [4] - Weekly active users of Figma Make grew over 70% quarter-over-quarter, with over 50% of paid customers spending more than $100,000 in ARR using Figma Make weekly [11][22] Market Data and Key Metrics Changes - International revenue grew 45% year-over-year, with international users representing approximately 85% of monthly active users and accounting for 54% of revenue in Q4 [25][26] - The company added 951 net customers spending more than $10,000 in ARR and 143 net customers spending more than $100,000 in ARR, with the latter growing by 46% year-over-year [23] Company Strategy and Development Direction - Figma is focused on defining new AI-native workflows and supporting customers adapting to new ways of working, while maintaining a disciplined approach to scaling the business [30][31] - The company aims to enhance integration between Figma Make and Figma Design, emphasizing the importance of round-tripping between code and design [59] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term cash-generating profile of the business, despite a decline in adjusted free cash flow in Q4 due to investments in infrastructure and AI [28][29] - For Q1 2026, Figma expects revenue in the range of $315 million to $317 million, implying 38% growth at the midpoint, and for the full year, revenue is anticipated to be between $1.366 billion and $1.374 billion, implying 30% growth at the midpoint [31] Other Important Information - The company is seeing a shift in user types, with product managers and other non-designers increasingly engaging with Figma Make, indicating potential for seat expansion [45][62] - Figma's AI image editing capabilities were significantly enhanced, with over 10 million uses in just a few weeks after updates [18] Q&A Session Summary Question: Insights on the impact of agentic layer offerings on UI/UX - Management believes that while agents will take on more work, humans will still need to understand and trust the processes, necessitating visual interfaces [36][38] Question: Guidance on 2026 revenue and credit consumption monetization - Management expects to refine guidance based on observed seat adoption behavior and usage trends, with 75% of paid customers consuming AI credits weekly [40][41] Question: Competition in the prototyping space and budget implications - Management noted that over 80% of Figma Make users also use Figma Design, indicating a strong integration opportunity and potential for budget consolidation [58][59] Question: Future partnerships with AI companies - Management is focused on ensuring that as AI models improve, Figma also enhances its offerings, while exploring deeper partnerships with AI providers [68][69]

eBay (NasdaqGS:EBAY) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Speaker6Good day, everyone. My name is Megan, and I will be your conference operator today. At this time, I would like to welcome you to the eBay fourth quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you'd like to ask a question during this time, and if you have joined via the webinar, please use the Raise Hand ...

Clearwater Paper (NYSE:CLW) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Speaker3Hello, everyone. Thank you for joining us, and welcome to the Clearwater Paper fourth quarter and full year 2025 earnings conference call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one on your telephone keypad. To withdraw your question, press star one again. I will now hand the call over to Sloan Bohlen, Investor Relations. Please g ...

The Cheesecake Factory (NasdaqGS:CAKE) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Speaker12Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today. At this time, I would like to welcome you to The Cheesecake Factory Incorporated fourth quarter 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a qu ...

Nextdoor (NYSE:KIND) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Speaker4Good afternoon. My name is Tamia, and I will be your conference operator today. At this time, I would like to welcome everyone to Nextdoor's fourth quarter and full year 2025 earnings conference. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star, followed by the numb ...

Financial Data and Key Metrics Changes - Bausch Health reported a revenue increase of 9% in Q4 2025 compared to Q4 2024, reaching $2,796 million, with adjusted EBITDA rising by 13% to $1,052 million [10][11] - For the full year 2025, revenue grew by 7% and adjusted EBITDA by 10%, indicating strong operational performance [18][19] - Adjusted gross margin was 71.6%, down 80 basis points year-over-year, while adjusted operating expenses increased by $75 million to $1,033 million [10][11] Business Line Data and Key Metrics Changes - Salix revenue in Q4 was $693 million, a 9% increase year-over-year, driven by strong demand and promotional efforts [12] - Solta Medical segment revenues decreased by 1% to $137 million, impacted by distributor transition in China, but would have shown mid-single-digit growth without this effect [15][16] - The diversified segment saw a 12% revenue increase to $255 million, primarily due to improved net pricing [16] Market Data and Key Metrics Changes - International segment revenues were $306 million, up 10% on a reported basis, with EMEA and LatAm showing double-digit growth, while Canada contracted by 6% [13][14] - The Latin American market returned to growth with a 22% revenue increase, while Canada faced challenges due to increased generic competition [14][15] Company Strategy and Development Direction - The company aims to enhance operational assets through innovation and optimize brand growth globally, with a focus on business development opportunities [21][22] - The acquisition of Shibo's aesthetics distribution platform in China is expected to strengthen the company's market presence and enhance direct engagement with providers [7][26] - Strategic priorities for 2026 include maximizing shareholder value and optimizing the capital structure following significant refinancing [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in future growth, citing strong cash generation and improved capital structure, allowing for proactive business development [5][7] - The company anticipates a stronger growth rate in the first half of 2026, with a revenue guidance range of $5.25 billion to $5.4 billion [20][21] - Management acknowledged the disappointment regarding the RED-C trial results but remains focused on advancing other development opportunities [9] Other Important Information - The company achieved over $1 billion in adjusted operating cash flow for the year and reduced net debt by approximately $320 million in Q4 [7][12] - The debt maturity profile was improved by approximately $1.7 billion through a debt exchange, providing additional flexibility for future opportunities [7][19] Q&A Session Summary Question: Post RED-C readout, what is the updated decision framework for separation and debt repayments? - Management stated there is no change in focus, continuing to prioritize debt repayment and reinvestment in the business [33] Question: Can you provide more details about business development plans? - Management is screening various assets for potential acquisitions, leveraging their strong commercial team [36][37] Question: What is the impact of the Shibo integration on revenue and EBITDA growth? - The integration is progressing well, with a minor EBITDA impact of $10-$15 million due to accounting adjustments [45][47] Question: What are the expectations for Xifaxan generics? - Management confirmed that a generic is expected by January 1, 2028, and is focused on maximizing current value [84] Question: What is the EBITDA trajectory for 2027? - Management indicated that 2027 EBITDA would likely be around $2.7 billion, reflecting a dip compared to 2025 [86]

Core Insights - Torex Gold Resources Inc. reported a transformational year in 2025, achieving significant milestones including the completion of the Media Luna Project and returning to strong free cash flow [2][4]. Financial Performance - The company achieved record annual revenue of $1.3 billion and record annual adjusted EBITDA of $730 million [4][6]. - Annual payable production reached 376,364 gold equivalent ounces, slightly below the guidance of 400,000 to 450,000 ounces [6]. - The average realized gold price for the year was $3,612 per ounce, contributing to a record all-in sustaining costs margin of 51% [4][6]. Operational Highlights - In Q4 2025, payable production was 114,844 gold equivalent ounces, with expectations to maintain production levels through 2026 [3][17]. - The Media Luna Project is on track to achieve steady-state production of 7,500 tonnes per day by mid-2026 [3][5]. - The company maintained a lost-time injury frequency of 0.07 per million hours worked, marking one of its safest years [6][19]. Capital Management - Torex executed an inaugural return of capital program, including a quarterly dividend of C$0.15 per share and repurchased over 825,000 shares during the year [9][11]. - The company ended the year with $426.3 million in available liquidity, including $119.5 million in cash [6][19]. Growth Strategy - Torex expanded its portfolio through acquisitions of Prime Mining and Reyna Silver, enhancing its growth potential in Northern Mexico and Nevada [2][6]. - The company plans to invest a record $77 million in exploration and drilling in 2026, focusing on near-mine opportunities [6][10]. CEO Transition - Jody Kuzenko will retire as President and CEO on June 17, 2026, with Andrew Snowden set to assume the role [7].

Core Viewpoint - BellRing Brands, Inc. is facing a class action lawsuit alleging that the company misrepresented its sales growth as being driven by consumer demand, while in reality, it was primarily due to inventory stockpiling by key customers [3]. Company Overview - BellRing Brands, Inc. trades on the NYSE under the ticker BRBR and is currently under scrutiny due to allegations of misleading investors regarding its sales performance during the class period from November 19, 2025, to August 4, 2025 [1]. Allegations of Misrepresentation - The lawsuit claims that BellRing attributed its sales growth to "organic growth," "distribution gains," and "strong macro tailwinds around protein," while downplaying competitive pressures [3]. - It is alleged that the actual sales were not reflective of increased consumer demand but were instead driven by customers stockpiling inventory [3]. Impact of Competitive Pressures - On May 6, 2025, BellRing disclosed that several key retailers had reduced their inventory levels, which was expected to negatively impact sales growth, leading to a significant drop in share price by approximately 19% [4]. - Following a disappointing sales outlook reported on August 4, 2025, BellRing's share price fell by about 33%, indicating a severe market reaction to the news of increased competition and reduced sales expectations [5]. Legal Proceedings - The deadline for investors to seek lead plaintiff status in the class action is March 23, 2026, and courts typically appoint individual investors as lead plaintiffs [2].

LOS ANGELES--(BUSINESS WIRE)--Tutor Perini Corporation (NYSE: TPC) (the "Company†), a leading civil, building and specialty construction company, announced today that it will host a conference call at 2:00 PM Pacific Time on Thursday, February 26, 2026, to discuss the Company's fourth quarter and full year 2025 results. Participants on the call from Tutor Perini will be Gary Smalley, CEO and President; Ryan Soroka, Executive Vice President and CFO; and Ronald Tutor, Executive Chairman. The Comp. ...