Century Aluminum(CENX) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:00
Century Aluminum Company (NasdaqGS:CENX) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker5Good afternoon. Thank you for attending the Century Aluminum Company fourth quarter 2025 earnings conference call. My name is Matt, and I'll be your moderator for today's call. All lines will be muted during the presentation portion of the call. An opportunity for questions and answers at the end. If you would like to ask a question, please press star one on your telephone keypad. I'll now turn the conferenc ...
Socket Mobile(SCKT) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:00
Socket Mobile (NasdaqCM:SCKT) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker2Good day, everyone, and welcome to the Socket Mobile Q4 2025 earnings call. My name is Elvis, and I'll be your operator for today's call. Before we begin, I'd like to remind everyone that this conference may contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities and Exchange Act of 1934, as amended. Such forward-looking statement ...
JAKKS Pacific(JAKK) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:00
JAKKS Pacific (NasdaqGS:JAKK) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker3Afternoon, everyone. Welcome to the JAKKS Pacific fourth quarter and full year 2025 earnings conference call with management, who will review financial results for the quarter ended December 31, 2025. JAKKS issued its earnings press release earlier today. The earnings release and presentation slides related to today's call are available on the company's website in the Investor section. On the call this afternoon are St ...
CarGurus(CARG) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:00
Financial Data and Key Metrics Changes - Revenue from continuing operations grew 14% year-over-year for the full year 2025, marking the second consecutive year of mid-teens growth [3][19] - Adjusted EBITDA from continuing operations increased by 25% year-over-year [3][22] - Fourth quarter revenue grew 15% year-over-year to $241 million, driven by strength in subscription-based listings revenue and international business [19][20] - Full-year 2025 non-GAAP net income per diluted share attributable to common stockholders was $2.28, up 31% year-over-year [24] Business Line Data and Key Metrics Changes - Consolidated CarSid grew 8% year-over-year, with global paying dealer count increasing by 2,399 [5][19] - Add-on product adoption rose nearly 25% year-over-year, indicating strong engagement and platform usage [5] - Digital Deal leads with high-value actions increased 78% year-over-year, reflecting deeper shopper progression into transactions [12] Market Data and Key Metrics Changes - International revenue grew 27% year-over-year, with fourth quarter revenue up 32% year-over-year [20] - International dealer count grew 14% year-over-year to 8,360 dealers [20] Company Strategy and Development Direction - The company aims to expand its suite of data-driven solutions across dealer workflows, enhancing profitability for dealers [5][6] - Focus on product innovation, with more new products launched in 2025 than in any prior year, embedding data and intelligence into dealer workflows [4][17] - The strategy includes leveraging AI-driven innovation to enhance consumer engagement and streamline transactions [3][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining growth rates due to strong visibility and a diversified dealer base [31] - The company anticipates continued investment in product and technology to support long-term growth, with a focus on maintaining healthy margins [39][40] - Management highlighted the importance of trust and confidence in the consumer journey, which shapes their investment strategy [76] Other Important Information - The company completed the wind down of CarOffer, presenting its financial results as discontinued operations [18] - A new $250 million share repurchase program was authorized, emphasizing the commitment to return value to shareholders [25] Q&A Session Summary Question: Visibility of growth rate and new products' contribution - Management indicated strong growth visibility due to effective execution on growth levers and new product introductions, which are expected to enhance long-term growth [31][34] Question: Inclusion of Price Vantage in revenue guidance - Price Vantage and New Car Exposure are included in the revenue guidance as they have been launched and are expected to contribute to growth [37] Question: Margin outlook and investment strategy - Management clarified that the margin outlook reflects a balance between investing for growth and maintaining healthy margins, with a focus on long-term sustainability [39][40] Question: Factors driving improved dealer satisfaction and retention - Improved dealer satisfaction is attributed to clear ROI from lead growth and the introduction of new software and data tools that enhance profitability [56] Question: Traffic growth and consumer engagement - Traffic growth is driven by enhanced consumer experience and broader reach through marketing campaigns, leading to increased app downloads and active users [66]
Dropbox(DBX) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:00
Dropbox (NasdaqGS:DBX) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker4Thank you for standing by, and welcome to the Dropbox fourth quarter 2025 earnings conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you'll need to press star one one on your telephone. If your question has been answered and you'd like to remove yourself from the queue, simply press star ...
Rimini Street(RMNI) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:00
Rimini Street (NasdaqGM:RMNI) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker6Good afternoon, ladies and gentlemen, and welcome to the Rimini Street fourth quarter and fiscal year 2025 earnings conference call. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press star zero for the operator. This call is being recorded on Thursday, February ninth, 2 ...
Harmonic(HLIT) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:00
Harmonic (NasdaqGS:HLIT) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker2Welcome to the fourth quarter and full year 2025 Harmonic Earnings Conference Call. My name is Michelle, and I'll be your operator for today's call. All participants will be in listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question, please press star one one on your touchtone phone. Please note that this conference is being recorded. I'll now turn the call over to Da ...
Floor & Decor(FND) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:00
Floor & Decor (NYSE:FND) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker6Greetings, and welcome to the Floor & Decor Holdings Fourth Quarter 2025 conference call. At this time, participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note that this conference is being recorded. I will now turn the conference over to our host ...
United Insurance(ACIC) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:00
American Coastal Insurance (NasdaqCM:ACIC) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker5As a reminder, this conference is being recorded. It is now my pleasure to turn the call over to your host, Jeremy Hellman, Vice President at The Equity Group and American Coastal's Investor Relations representative. Please go ahead, Jeremy.Speaker2Thank you, operator, and good afternoon, everyone. American Coastal Insurance Corporation has this broadcast available on its website at www.amcoastal.com. Repl ...
Live Nation Entertainment(LYV) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:00
Live Nation Entertainment (NYSE:LYV) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker8Good afternoon. My name is John, and I will be your conference operator today. At this time, I would like to welcome everyone to Live Nation's full year and fourth quarter 2025 earnings call. I would now like to turn the call over to Ms. Yong. Thank you, Ms. Yong. You may begin your conference.Speaker0Good afternoon, and welcome to the Live Nation full year and fourth quarter 2025 earnings conference call. Joini ...