Symbotic (NasdaqGM:SYM) Q1 2026 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsCharlie Anderson - VP of Investor RelationsColin Rusch - Head of Sustainable Growth and Resource Optimization ResearchIzzy Martins - CFOJoe Giordano - Managing DirectorRick Cohen - Founder, Chairman and CEOConference Call ParticipantsDerek Soderberg - Senior Equity Research AnalystGreg Palm - Senior Research AnalystGuy Hardwick - Senior AnalystJim Ricchiuti - Senior AnalystKeith Housum - Managing Director and Res ...

Arm (NasdaqGS:ARM) Q3 2026 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsAndrew Gardiner - Head of European Technology Equity ResearchJason Child - EVP and CFOJeff Kvaal - Head of Investor RelationsRene Haas - CEOSimon Leopold - Managing DirectorConference Call ParticipantsCharles Shi - Senior AnalystHarlan Sur - Managing Director and Senior Equity Research AnalystJoe Quattrocchi - Director and Senior Equity Research AnalystJohn DiFucci - Senior Managing Director and Equity Research Analys ...

SiTime (NasdaqGM:SITM) Q4 2025 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsBeth Howe - CFOBrett Perry - VP of Investor RelationsQuinn Bolton - Managing Director in Equity ResearchRajesh Vashist - CEOTom O'Malley - Director in Equity ResearchConference Call ParticipantsChris Caso - Managing Director and Senior Equity AnalystGary Mobley - Managing Director and Senior AnalystJim Schneider - Senior Equity AnalystSujith Desilva - Managing Director and Senior Research AnalystTore Svanberg - Ma ...

PTC (NasdaqGS:PTC) Q1 2026 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsJennifer DiRico - CFOMatt Shimao - Head of Investor RelationsNeil Barua - CEORobert Dahdah - Chief Revenue OfficerConference Call ParticipantsAdam Borg - AnalystBlair Abernethy - AnalystDaniel Jester - AnalystJason Celino - AnalystJay Vleeschhouwer - AnalystJoe Vruwink - AnalystJoshua Tilton - AnalystKen Wong - AnalystMatt Hedberg - AnalystNay Soe Naing - AnalystSiti Panigrahi - AnalystTyler Radke - AnalystYun Kim - A ...

Moelis & Company (NYSE:MC) Q4 2025 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsChristopher Callesano - CFOMatt Tsukroff - Head of Investor RelationsNavid Mahmoodzadegan - CEOConference Call ParticipantsAlexander Bond - AnalystBrendan O'Brien - AnalystBrennan Hawken - AnalystDaniel Cocchiara - AnalystDevin Patrick Ryan - AnalystJames Yaro - AnalystKenneth Worthington - AnalystNathan Stein - AnalystRyan Kenny - AnalystOperatorLadies and gentlemen, good afternoon and welcome to the Moelis & ...

Arm (NasdaqGS:ARM) Q3 2026 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsAndrew Gardiner - Head of European Technology Equity ResearchJason Child - EVP and CFOJeff Kvaal - Head of Investor RelationsRene Haas - CEOSimon Leopold - Managing DirectorConference Call ParticipantsCharles Shi - Senior AnalystHarlan Sur - Executive Director and Equity Research AnalystJoe Quattrocchi - Director and Senior Equity Research AnalystJohn DiFucci - Senior Managing Director and Equity Research AnalystKrish ...

Wolfspeed (NYSE:WOLF) Q2 2026 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsBrian Lee - Chief Risk OfficerGregor van Issum - CFOJed Dorsheimer - Group Head Energy ResearchJoe Cardoso - VP of Equity ResearchRobert Feurle - CEOTyler Gronbach - VP of Investor RelationsConference Call ParticipantsChristopher Rolland - Senior Equity Analyst of SemiconductorsOperatorThank you for standing by, and welcome to the Wolfspeed Inc. Second Quarter Fiscal Year 2026 earnings call. At this time, all parti ...

Wolfspeed (NYSE:WOLF) Q2 2026 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsBrian Lee - Chief Risk OfficerGregor van Issum - CFOJed Dorsheimer - Group Head Energy ResearchJoe Cardoso - VP of Equity ResearchRobert Feurle - CEOTyler Gronbach - VP of Investor RelationsConference Call ParticipantsChristopher Rolland - Senior Equity Analyst of SemiconductorsOperatorThank you for standing by, and welcome to the Wolfspeed Inc. Second Quarter Fiscal Year 2026 Earnings Call. At this time, all parti ...

Financial Data and Key Metrics Changes - SiTime reported Q4 2025 revenue of $113.3 million, a 66% increase year-over-year, with earnings per share tripling from $0.48 to $1.53 [8][9] - For the full year 2025, revenue reached $326.7 million, up 61% year-over-year, with gross margins expanding to 59.3% [15][9] - Non-GAAP operating profit for 2025 was $58.6 million, representing 18% of revenue, with cash flow from operations improving to $87.2 million from $23.2 million in 2024 [15][16] Business Line Data and Key Metrics Changes - The Communications Enterprise and Data Center (CED) segment grew 160% year-over-year, contributing $64.6 million or 57% of total revenue in Q4 [16][10] - Automotive, industrial, and aerospace segments delivered $24.5 million, or 22% of revenue, increasing 19% year-over-year [17] - Consumer, IoT, and mobile revenue was $24.2 million, or 21% of total revenue, up 7% year-over-year [17] Market Data and Key Metrics Changes - Demand for oscillators used in 1.6 terabit optical modules increased by 50% in 2026 forecasts, indicating strong market growth [10] - The book-to-bill ratio was over 1.5 at the end of Q4, reflecting strong demand across the customer base [9] - The company expects significant growth in 2026 driven by AI CapEx spending and increased demand for high-performance networking infrastructure [10][12] Company Strategy and Development Direction - SiTime aims to lead in high-value precision timing applications and deliver differentiated system-level solutions [13] - The acquisition of Renesas' timing business is expected to enhance SiTime's product portfolio and accelerate growth, particularly in the CED segment [24][28] - The company plans to maintain a long-term growth rate of 25%-30% post-acquisition, leveraging the strengths of both businesses [25][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the trajectory for 2026, citing strong demand in AI and data centers as key growth drivers [39][40] - The company anticipates continued growth across all segments, with specific opportunities in aerospace and defense applications [40] - Management highlighted the importance of maintaining a strong supply chain to support growth and meet increasing demand [82][84] Other Important Information - The acquisition of Renesas' timing business is valued at $1.5 billion in cash and approximately 4.13 million newly issued SiTime shares [28] - The transaction is expected to close by the end of 2026, subject to regulatory approvals [28] Q&A Session Summary Question: What is the source of the strong bookings reflected in the book-to-bill ratio of 1.5? - Management indicated that most bookings are coming from the CED segment due to its significant growth and customer demand [31] Question: Can you elaborate on the potential for cross-selling opportunities with Renesas? - Management confirmed that there is minimal product overlap, allowing for significant cross-selling opportunities between SiTime's oscillators and Renesas' clock products [42] Question: What is the expected duration of the backlog associated with the book-to-bill ratio? - Management noted that while customers are booking longer, the majority of orders are expected within 12 months, with a focus on Q1 and Q2 [56] Question: How do you expect the acquisition to impact gross margins? - Management stated that the acquisition is expected to enhance gross margins, potentially reaching the upper end of the long-term target of 60%-65% [60] Question: Are there any capacity constraints anticipated in the supply chain? - Management expressed confidence in the supply chain, noting that they have caught up with previous challenges and are well-positioned to meet demand [83]

Clearfield (NasdaqGM:CLFD) Q1 2026 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsCheri Beranek - President and CEODan Herzog - CFOGregory McNiff - Managing Director of Investor RelationsConference Call ParticipantsMatt Cavanagh - Managing Director and Senior Equity Research AnalystTim Savageaux - Managing Director and Senior Research AnalystOperatorGood afternoon, everyone, and welcome to the Clearfield Fiscal First Quarter 2026 conference call. All participants will be in a listen-only mo ...