ASE Technology (NYSE:ASX) Q4 2025 Earnings call February 05, 2026 02:00 AM ET Speaker5 Hello, I am Ken Hsiang, the Head of Investor Relations for ASE Technology Holding. Welcome to our fourth quarter and full year 2025 earnings release. I'm joined today by Dr. Tien Wu, our COO, and Joseph Tung, our CFO. Thank you for attending our earnings release today. Please refer to our safe harbor notice on page 2. All participants consent to having their voices and questions broadcast via participation in this event. ...

Financial Data and Key Metrics Changes - Sales of continuing operations in FY 2025 Q3 increased by 1% year-on-year to JPY 3,713.7 billion, while operating income rose by 22% to JPY 515 billion, both record highs for the third quarter [2] - Net income increased by 11% to JPY 377.3 billion [2] - Full-year sales forecast was upwardly revised by 3% to JPY 12,300 billion, operating income forecast increased by 8% to JPY 1,540 billion, and net income forecast also increased by 8% to JPY 1,130 billion [2] Business Segment Data and Key Metrics Changes - G&NS segment sales decreased by 4% year-on-year, but operating income increased by 19% due to favorable foreign exchange rates and increased sales in network services and first-party software [3] - Music segment sales increased by 13% year-on-year, with operating income rising by 9%, driven by live events and streaming revenue [6][7] - ET&S segment sales decreased by 7% year-on-year, and operating income decreased by 23% due to lower sales [12] - I&SS segment sales increased by 21% year-on-year, and operating income increased by 35%, both record highs for the segment [14][15] Market Data and Key Metrics Changes - Monthly active users across all PlayStation platforms increased by 2% year-on-year to a record high of 132 million accounts [4] - Total playtime for the quarter increased by 0.4% year-on-year [4] - The global interchangeable lens camera market demand remained strong year-on-year, particularly in Asia [13] Company Strategy and Development Direction - The company plans to enhance its music, video, and event business by leveraging Peanuts IP, aiming for long-term growth [11][12] - A strategic partnership with TCL aims to strengthen the home entertainment business through a joint venture [14][26] - The company intends to prioritize monetization of its existing install base and expand software and network service revenue in the gaming segment [5] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the uncertain business environment but expressed confidence in achieving results as the fiscal year-end approaches [17] - Concerns regarding memory supply and pricing were noted, with management indicating a focus on improving profitability and optimizing the business portfolio [23][45] - The company remains optimistic about the upcoming software lineup in the gaming and Sony Pictures segments [45] Other Important Information - The company increased its share repurchase facility from JPY 100 billion to JPY 150 billion, reflecting confidence in its business fundamentals [17][52] - The acquisition of an additional equity interest in Peanuts Holdings is expected to contribute approximately JPY 45 billion to operating income [7] Q&A Session Summary Question: About the game "Marathon" and its strategic significance - Management explained that user feedback led to modifications before the release, emphasizing the importance of live service games for recurring revenue [20] Question: Concerns about stock price performance - Management acknowledged market concerns regarding memory supply and the overall entertainment sector but emphasized a focus on improving business fundamentals [23] Question: About the strategic partnership with TCL - Management clarified that the partnership aims to optimize the home entertainment business, including TV and home audio [26] Question: Impact of rising memory prices on PS5 - Management indicated that while there may be some impact on hardware sales, the focus will remain on software and network services, which are expected to continue contributing significantly [28] Question: Music streaming revenue growth prospects - Management expressed confidence in mid to long-term growth in the music business, driven by increasing average revenue per user and user numbers [31] Question: Generative AI's impact on game development - Management views generative AI as a tool that can enhance creativity in game development, emphasizing the need for integration with human sensitivity [61]

Sangoma Technologies (NasdaqGS:SANG) Q2 2026 Earnings call February 04, 2026 05:30 PM ET Company ParticipantsCharles Salameh - CEOJeremy Wubs - COOLarry Stock - CFORobert Young - Managing Director and Head of ResearchSamantha Reburn - Chief Legal OfficerSuthan Sukumar - Managing DirectorConference Call ParticipantsDavid Kwan - Director and Equity Research AnalystGavin Fairweather - AnalystOperatorThank you for standing by. This is the conference operator. Welcome to Sangoma's second quarter fiscal 2026 conf ...

Sangoma Technologies (NasdaqGS:SANG) Q2 2026 Earnings call February 04, 2026 05:30 PM ET Company ParticipantsCharles Salameh - CEOGavin Fairweather - Managing Director and Co-Head of ResearchJeremy Wubs - COOLarry Stock - CFORobert Young - Managing Director and Head of ResearchSamantha Reburn - Chief Legal OfficerSuthan Sukumar - Managing DirectorConference Call ParticipantsDavid Kwan - Director and Equity Research AnalystOperatorThank you for standing by. This is the conference operator. Welcome to Sangoma ...

Financial Data and Key Metrics Changes - The company reported Q4 revenue of $1.248 billion, up 21% year-over-year, and cash EPS of $6.04, up 13% [3][4][13] - Full year revenue reached $4.528 billion, an increase of 14%, with cash EPS of $21.38, up 12% [4][14] - Organic revenue growth for the full year was 10%, marking four out of the last five years with similar growth rates [5][14] Business Line Data and Key Metrics Changes - Corporate payments segment achieved 16% organic growth in Q4, driven by a 44% increase in spend volumes [14][15] - Vehicle payments segment also saw 10% organic revenue growth, with strong results across the US, Europe, and Brazil [15][16] - The lodging segment decreased by 7% year-over-year, with expectations of low single-digit growth in 2026 [16] Market Data and Key Metrics Changes - Cross-border business continued to show resilience, with strong sales performance despite trade-related uncertainties [15] - The company noted a stable retention rate of 92.3% and a 29% increase in new sales year-over-year [4][14] Company Strategy and Development Direction - The company plans to simplify its portfolio, focusing on corporate payments and divesting non-core assets [8][19] - Key priorities for 2026 include enhancing USA sales, expanding payables, improving cross-border capabilities, and implementing AI solutions [10][11] - The company is optimistic about the macroeconomic environment, expecting favorable FX rates and lower SOFR rates to support growth [8][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving 2026 guidance, projecting revenue of $5.265 billion and cash EPS of $26, reflecting a 16% and 22% increase, respectively [7][20] - The company anticipates continued organic revenue growth of 10% in 2026, despite some headwinds from float revenue compression [20][22] - Management highlighted the importance of sales growth and the successful integration of acquisitions as key drivers for future performance [10][70] Other Important Information - The company repurchased 1.7 million shares in Q4 for $500 million, with a total of $1.5 billion authorized for future buybacks [18] - The company has remediated a material weakness related to user access, which will be formally reported in the upcoming 10-K [23] Q&A Session Summary Question: Can you elaborate on payables monetization initiatives? - Management acknowledged the need to diversify payment options beyond virtual cards and is testing new methods like e-checks and instant payments, expecting to see impacts by Q2 or Q3 [25][26] Question: What is the organic revenue growth for domestic vehicle payments versus Brazil? - The US vehicle payments business saw approximately 5% organic growth for the quarter, with consistent results across Europe and Brazil [27][28] Question: What is the sustainability of the vehicle payments growth rate? - Management indicated that sales efforts are crucial for sustaining growth, with recent improvements in retention and approval rates in the US vehicle business [31][32] Question: What is the expected contribution from recent acquisitions? - Management is confident in achieving $1 of cash EPS from the Alpha and Avid acquisitions, with synergies expected to materialize in the second half of the year [36][37] Question: How does the company view the impact of potential tariff rollbacks? - Management believes that tariff certainty would benefit the cross-border business, as uncertainty previously affected performance [74][76]

Corpay (NYSE:CPAY) Q4 2025 Earnings call February 04, 2026 05:30 PM ET Company ParticipantsDarrin Peller - Managing DirectorJim Eglseder - Head of Investor RelationsMichael Infante - VP of Equity ResearchPeter Walker - CFORayna Kumar - Managing Director of Fintech Equity ResearchRon Clarke - Chairman and CEOTrevor Williams - Managing Director of Payments and FinTech Equity ResearchConference Call ParticipantsAndrew Jeffrey - Research Analyst of Financial Services and TechnologyDave Koning - Senior Research ...

Corpay (NYSE:CPAY) Q4 2025 Earnings call February 04, 2026 05:30 PM ET Speaker0Hello and welcome everyone joining today's Corpay fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. Later, you will have the opportunity to ask questions during the question-and-answer session. To register to ask a question at any time, please press star 1 on your telephone keypad. Please note this call is being recorded. We are standing by if you should need any assistance. I ...

Sangoma Technologies (NasdaqGS:SANG) Q2 2026 Earnings call February 04, 2026 05:30 PM ET Speaker5Thank you for standing by. This is the conference operator. Welcome to Sangoma's second quarter fiscal 2026 conference call. As a reminder, all participants are in listen-only mode, and the conference is being recorded. After the presentation, there will be an opportunity to ask questions. To join the question queue, you may press Star, then one on your telephone keypad. Should you need assistance during the con ...

Lucky Strike Entertainment (NYSE:BOWL) Q2 2026 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsBobby Lavan - CFOLev Ekster - PresidentThomas Shannon - CEOConference Call ParticipantsEric Handler - AnalystEric Wold - AnalystGregory Miller - AnalystIan Zaffino - AnalystJason Tilchen - AnalystMatthew Boss - AnalystMichael Kupinski - AnalystSteven Wieczynski - AnalystNone - AnalystOperatorGood afternoon, ladies and gentlemen, and thank you for standing by. My name is Calvin, and I will be your c ...

DHI Group (NYSE:DHX) Q4 2025 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsArt Zeile - CEOGreg Schippers - CFOKevin Liu - Founder and CEOTodd Kehrli - PartnerConference Call ParticipantsGary Prestopino - Managing Director and Senior Equity Research AnalystMax Michaelis - Senior Equity Research AnalystZachary Cummins - Senior Equity Research AnalystOperatorGood day and welcome to the DHI Group, Inc. fourth quarter and full year 2025 financial results conference call. All participants will b ...