Workiva (NYSE:WK) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsAdam Hotchkiss - VP, Equity Research - Emerging SoftwareAlex Sklar - Director - Application SoftwareBarbara Larson - CFOBrett Huff - Managing Director - Enterprise and Application Software ResearchDaniel Jester - Managing Director - Software ResearchJulie Iskow - CEOKatie White - Senior Director of Investor RelationsTerry Tillman - Managing Director, Equity Research - Application Software and SaaSConference Call Partic ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 was $109.8 million, a year-over-year decrease of 3.9%, while full-year revenue was $421.5 million, down 1.7% year-over-year [12] - Annualized recurring revenue (ARR) was $411.4 million for Q4, reflecting a decrease of 0.8% year-over-year [12] - Gross margin was 60.4% for both Q4 and full year 2025, compared to 63.7% for Q4 2024 [15] - Net income attributable to shareholders for Q4 was $724,000, or $0.01 per diluted share, compared to $0.07 per diluted share in the prior year [19] Business Line Data and Key Metrics Changes - The company closed 19 new client transactions over $1 million in total contract value (TCV), totaling $58.1 million, compared to 22 transactions totaling $51.9 million last year [4] - Revenue from PeopleSoft support services was 4% of total revenue for Q4 and 5% for full year 2025, down from 8% when the wind down began [24] Market Data and Key Metrics Changes - Remaining performance obligations (RPO) grew 11.1% year-over-year, reaching $653 million as of December 31, 2025 [22] - Deferred revenue as of December 31, 2025, was $288 million, compared to $281 million for the prior year [22] Company Strategy and Development Direction - The company is positioning itself as a bridge between traditional ERP software and modern AI innovations, focusing on reducing operating costs by up to 90% for existing ERP landscapes [5] - The introduction of Agentic AI ERP solutions aims to modernize existing ERP systems without the need for costly upgrades or migrations [5][9] - Strategic partnerships with AI platform companies like ServiceNow are expected to enhance the company's offerings and market reach [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering growth in 2026, citing accelerating momentum in bookings and pipeline [4] - The company anticipates a revenue growth range of 4%-6% for full year 2026, with adjusted EBITDA margins expected between 12.5%-15.5% [25] - Management noted improved visibility and confidence in achieving top-line guidance due to a growing sales pipeline and increased close rates [29][35] Other Important Information - The company ended Q4 2025 with a cash balance of $120 million, up from $88.8 million in the prior year [21] - Operating cash flow increased significantly in 2025, reflecting a strong cash position [21] Q&A Session Summary Question: Visibility on revenue growth for 2026 - Management expects Q1 numbers to be solid based on contracts signed in Q4, with improved visibility due to a growing sales pipeline [28][29] Question: Drivers of RPO growth - Management indicated that RPO growth is encouraging and reflects increased confidence in achieving revenue expectations [56] Question: Sales productivity and North American growth - Management noted that sales productivity is improving, with a focus on stabilizing North American operations and increasing sales capacity [58] Question: Adoption of Rimini Agentic UX solutions - Management highlighted that customer interest is growing, but adoption will take time as clients digest the new technology [75]

Core Viewpoint - Class actions have been initiated on behalf of stockholders of Paysafe Limited and Oracle Corporation, with specific deadlines for investors to petition the court to serve as lead plaintiff [1]. Paysafe Limited (NYSE:PSFE) - Class Period: March 4, 2025 to November 12, 2025 [5] - Lead Plaintiff Deadline: April 7, 2026 [5] - Allegations include materially false and misleading statements regarding Paysafe's ecommerce business, which had significant exposure to a high-risk client, leading to understated credit loss reserves and write-offs [5]. - Issues with higher risk Merchant Category Codes were not disclosed, impacting client services and likely affecting revenue growth and overall revenue mix [5]. - Paysafe was unlikely to meet its previously issued financial guidance for fiscal year 2025 due to these undisclosed issues [5]. - Following the release of third quarter 2025 financial results, which missed revenue and EPS estimates, Paysafe's stock price fell by $2.80, or 27.6%, closing at $7.36 per share on November 13, 2025 [5]. Oracle Corporation (NYSE:ORCL) - Class Period: June 12, 2025 to December 16, 2025 [5] - Lead Plaintiff Deadline: April 6, 2026 [5] - Allegations include materially false and misleading statements regarding Oracle's AI infrastructure strategy, which would lead to significant increases in capital expenditures without corresponding near-term revenue growth [5]. - Increased spending raised concerns about Oracle's debt, credit rating, free cash flow, and ability to fund projects [5]. - Defendants' representations about the company's business and prospects were claimed to be materially false and misleading [5].

Figma gave an annual revenue outlook that topped estimates, easing Wall Street anxiety that the business is threatened by the emergence of rival artificial intelligence products. Sales will be about $1.37 billion in 2026, the San Francisco-based company said Wednesday in a statement. Analysts, on average, projected $1.29 billion, according to data compiled by Bloomberg. Figma is known for making software used to design applications and website interfaces. It has worked to expand its suite of software, incl ...

Core Insights - The 2025 Q4 earnings cycle has shown resilience with strong overall growth among S&P 500 companies, particularly highlighted by Cardinal Health (CAH) and Palantir (PLTR) delivering notably strong results [1][9]. Palantir Performance - Palantir reported sales of $1.4 billion, reflecting a 70% year-over-year growth, with U.S. sales reaching $1.1 billion, up 93% year-over-year and 28% sequentially [2][3]. - The company secured over $4.2 billion in total contract value (TCV), marking an increase of more than 130% from the previous year [3]. - Palantir's customer base expanded by 34% compared to the year-ago period [3]. Cardinal Health Performance - Cardinal Health achieved a double-beat relative to consensus expectations, with sales increasing by 18.8% year-over-year and adjusted EPS growing by 36.3% year-over-year [10]. - The growth was broad-based, particularly in Pharmaceuticals and Specialty Solutions, which saw a 19% year-over-year increase and accounts for approximately 90% of total sales [11]. - Following the strong quarterly performance, Cardinal Health raised its FY26 outlook, projecting adjusted EPS in the range of $10.15 - $10.35, indicating a 24.5% year-over-year growth [12].

The S&P 500 (SNPINDEX:^GSPC) fell 0.28% to 6,861.89, breaking a three-day winning streak. Geopolitical tensions and weaker confidence weighed on the Nasdaq Composite (NASDAQINDEX:^IXIC), which slipped 0.31% to 22,682.73, and the Dow Jones Industrial Average (DJINDICES:^DJI), which dropped 0.54% to 49,395.16. Market movers Walmart (NASDAQ:WMT) fell after issuing weaker-than-expected guidance. This put pressure on Dow futures and retail peers. DoorDash (NASDAQ:DASH) and Medical Properties Trust (NYSE:MPT) ...

Five9 (NasdaqGM:FIVN) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAmit Mathradas - CEOAndy Dignan - PresidentArjun Bhatia - Co-Group Head of Technology, Media, and CommunicationsBryan Lee - CFOClark Wright - Senior Research AssociateMike Burkland - ChairmanPeter Levine - Managing DirectorSamad Samana - Managing DirectorYanni Samoilis - Equity Research AssociateNone - Company RepresentativeConference Call ParticipantsCatharine Trebnick - Senior Research Analyst for Cloud Communica ...

Financial Data and Key Metrics Changes - In Q4, the company achieved $63.4 million in total revenue, reflecting a 17% year-over-year growth, with gross margin reaching a record 73.3% [20][21] - For the full year, total revenue grew 17% to $239 million, and gross margin expanded to 72.7%, up 80 basis points from the previous year [30] - Operating income for Q4 was $2.3 million, representing an operating margin of 3.6%, an improvement of 30 basis points year-over-year [23] Business Line Data and Key Metrics Changes - Weave Payments grew at more than twice the rate of total revenue in 2025, driven by new capabilities like automated payment reminders and bulk collections [16] - The specialty medical vertical became the second-largest by location count, with significant growth in Q4, adding more locations than any previous quarter [16] Market Data and Key Metrics Changes - The company has expanded its estimated total addressable market (TAM) by approximately $7 billion to an estimated $22 billion following the acquisition of TrueLark [19] - The dental market remains a key focus, with Weave being endorsed by the American Dental Association, providing access to 160,000 members [20] Company Strategy and Development Direction - The company aims to enhance patient experiences through a unified platform that reduces administrative burdens for healthcare professionals [5][6] - Weave is focusing on AI-powered solutions to automate workflows, thereby improving operational efficiency and customer retention [9][10] - The acquisition of TrueLark is seen as a foundational step in enhancing AI receptionist capabilities, addressing staffing challenges in practices [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sustainability of revenue growth and margin expansion, highlighting the importance of ongoing investments in innovation [17][30] - The company anticipates strong growth in specialty medical and mid-market sectors, with expectations for continued momentum in 2026 [31][32] Other Important Information - The company ended Q4 with $81.7 million in cash and short-term investments, reflecting strong liquidity [23] - Free cash flow for the full year was $12.9 million, representing a 24% year-over-year growth [24] Q&A Session Summary Question: Can you elaborate on the CareCredit integration? - The CareCredit partnership opens avenues for capturing volumes that would otherwise flow through CareCredit, enhancing payment solutions for customers [35][36] Question: What are the growth expectations across different subverticals for 2026? - Management anticipates strong growth across specialty medical and mid-market sectors, with specialty medical expected to lead due to recent marketing efforts and integrations [37][38] Question: How do you plan to monetize the new AI capabilities? - The company is exploring whether to price new functionalities as additional modules or include them in existing bundles, confident in the ability to monetize the value delivered [42][43] Question: Have churn rates stabilized in older specialty medical cohorts? - Churn rates have shown improvement, returning to historical levels, with ongoing integrations contributing to this stabilization [44][45] Question: What are the investment and hiring priorities for the coming year? - The company prioritizes investments in product and engineering, particularly in AI and telephony, alongside adjustments in the go-to-market strategy for efficiency [52][54] Question: How does Weave differentiate its AI capabilities from competitors? - Weave's unique advantages include ownership of the telephony stack, deep industry-specific workflows, and the ability to retain context across interactions, setting it apart from competitors [56][58]

Akamai Technologies (NasdaqGS:AKAM) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAidan Daniels - Equity Research AssociateArti Vula - Equity Research AssociateEd McGowan - CFOFatima Boolani - Co-Head of US Software Equity Research and Managing DirectorMark Stoutenberg - Head of Investor RelationsRishi Jaluria - Managing Director of Software Equity ResearchRoger Boyd - Executive DirectorSanjit Singh - Executive DirectorTom Leighton - CEOVijay Homan - Equity Research AssociateConfer ...

Core Insights - Kneat.com, Inc. has signed a Master Services Agreement with a U.S.-based global pharmaceutical packaging and drug-delivery manufacturer, marking a significant partnership in the digital validation and quality process automation sector [1][2] Company Overview - Kneat Solutions specializes in providing digital validation and compliance solutions for highly regulated industries, with its platform Kneat Gx recognized for its efficiency and user-friendly design [6] - The company is fully ISO 9001 and ISO 27001 certified, and its platform is compliant with 21 CFR Part 11/Annex 11, ensuring high standards of regulatory compliance [6] Customer and Market Impact - The new customer operates over 45 manufacturing facilities globally, employing more than 13,000 people across various regions, including the U.S., Europe, Asia, and South America [2] - The initial deployment of Kneat Gx will focus on Commissioning, Qualification, and Validation (CQV) at the customer's lead site, with plans for expansion to all GMP-regulated sites [2] Product Features and Benefits - Kneat's platform is noted for its robust data integrity capabilities, ensuring compliance actions and documented outcomes are fully attributable, traceable, and audit-ready [3] - The platform is designed to support the highest standards of data integrity and compliance, which is increasingly important as life sciences companies modernize their quality systems [4] - Kneat Gx has been shown to reduce man-hours associated with validation documentation by up to 50% and accelerate review and approval cycles by up to 50% [6]