Financial Data and Key Metrics Changes - In Q4 2025, Appian's cloud subscriptions revenue grew 18% to $117.0 million, while total revenue increased 22% to $202.9 million [3][22] - For the full year 2025, cloud subscriptions revenue grew 19% to $437.4 million, and total revenue grew 18% to $726.9 million [3][22] - Adjusted EBITDA for Q4 was $19.7 million, and for the full year, it was $76.8 million, reflecting a significant improvement in operational efficiency [3][25] Business Line Data and Key Metrics Changes - Professional services revenue in Q4 was $40.6 million, up 36% compared to Q4 2024 [23] - The number of customers purchasing over $1 million of software grew 50% in 2025, indicating strong demand for high-value transactions [4] Market Data and Key Metrics Changes - Appian's Cloud Net ARR Expansion was 114% in Q4, up from 113% a year ago, driven by strong upsells to existing customers [24] - The commercial North America theater showed the fastest new business growth in over three years, with cloud net new ACV bookings comprising approximately 76% of total net new software bookings in Q4 [21] Company Strategy and Development Direction - Appian's strategy focuses on leveraging AI within its process framework, emphasizing that AI needs a deterministic process to add value [8][9] - The company aims to capitalize on its strong position in the U.S. public sector, highlighted by a significant enterprise agreement with the U.S. Army worth $500 million over 10 years [5][56] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory for 2026, expecting cloud subscription revenue to grow by 20% in Q1 and 16% for the full year [27][28] - The company plans to invest in sales and engineering capacity while maintaining a focus on operational efficiency and margin expansion [30] Other Important Information - Appian announced a $50 million stock buyback program, marking the beginning of a consistent capital return policy for shareholders [31] - Changes in financial reporting include the introduction of a new metric, Cloud Net ARR Expansion, to provide better insights into financial performance [19][20] Q&A Session Summary Question: Insights on Q1 guidance acceleration - Management noted that Q1 guidance benefits from strong new business in Q4 and a favorable FX tailwind [35] Question: Appian's position in AI and process orchestration - Management highlighted that Appian has been a leader in embedding AI within processes for over a decade, providing a unique governance layer for AI [41] Question: Professional services growth and future expectations - Management indicated that demand for professional services is driven by AI implementation needs and federal sector success, expecting continued growth [66] Question: AI's impact on customer budgets and purchase decisions - Management stated that AI has positively influenced customer relationships, leading to higher-level conversations and increased win rates [49] Question: Army enterprise agreement and future use cases - Management emphasized the significance of the $500 million agreement with the Army, which enhances credibility and opens doors for further government contracts [55]

Alight (NYSE:ALIT) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker2Good morning, and welcome to Alight's fourth quarter and full year 2025 earnings conference call. At this time, all participants are in a listen-only mode. Following the prepared remarks, we will open the call for questions. Instructions will be provided at that time. There is a presentation accompanying today's presentation available on Alight Investor Relations website. I will now read the safe harbor statement. Today's discuss ...

Financial Data and Key Metrics Changes - For Q4 2025, the company reported a net income of $117.3 million and EBITDA of $224.8 million, with earnings per common unit at $3.99. For the full year, net income was $285.3 million and EBITDA was $744.6 million, with earnings per common unit at $9.59 [3][18] - Total revenue for Q4 2025 increased by 10% to $366 million compared to $333 million in Q4 2024, driven by a higher fleet combined time charter equivalent (TCE) rate [16] - The fleet TCE rate for Q4 2025 increased by 10% to $25,567 per day, while available days decreased by 2% to 13,390 days compared to Q4 2024 [16][17] Business Line Data and Key Metrics Changes - The TCE rate per day for bulkers increased by 15% to $19,588, for tankers increased by 9% to $29,158, while containers saw a slight increase to $1,316 [17] - For the full year 2025, the average TCE rate for containers increased by 3% to $31,239, while the dry bulk average TCE rate decreased by approximately 3% to $16,408 [19] Market Data and Key Metrics Changes - The company secured coverage for 71% of its available days for 2026, with contracted revenue exceeding cash operating costs by $172.7 million [7] - The overall value of the fleet, including the new building program, is $8.8 billion, with $4.1 billion in net vessel equity value [5] Company Strategy and Development Direction - The company emphasizes diversification as a strength, maintaining a culture of risk management and providing significant optionality in decision-making [6] - The fleet modernization program has resulted in a fleet that is almost 30% younger than the industry average, with a focus on reducing net loan-to-value (LTV) towards a target of 25% [4][5] Management's Comments on Operating Environment and Future Outlook - Management highlighted the unprecedented uncertainties facing the industry, including geopolitical risks and evolving trade patterns, while expressing confidence in the company's disciplined approach and strong execution [9][10] - The company is actively pursuing long-term charter opportunities to enhance earning stability, having secured $261 million in new charter commitments in Q4 2025 [8] Other Important Information - The company announced a 20% increase in its distribution policy to $0.24 per unit annually, funded primarily through savings from a unit repurchase program [3][8] - The company has a strong balance sheet with $580 million in available liquidity and credit ratings of Baa3 from Moody's and BB from Standard & Poor's [5] Q&A Session Summary Question: Changes to accounting of depreciation - Management clarified that there were no changes to the accounting of depreciation, attributing a previous drop to a one-off adjustment related to the termination of certain variable charters [33][34] Question: Expectations for net LTV target and implications for buybacks and dividends - Management indicated that they are on track to meet challenges and opportunities in the market, with flexibility to reduce LTV and increase liquidity while continuing buybacks and increasing dividends [38] Question: Interest in other investment segments - Management stated they are always looking for opportunities but are currently well-positioned with existing container exposure and open days in dry bulk and VLCC [39]

Laureate Education (NasdaqGS:LAUR) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker6Good day, and thank you for standing by. Welcome to the fiscal year 2025 Laureate Education, Inc. earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one, one on your telephone. You will then hear an automated message advising that your han ...

Okeanis Eco Tankers (NYSE:ECO) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker6Welcome to OET's fourth quarter 2025 financial results presentation. We will begin shortly. Aristidis Alafouzos, CEO, and Iraklis Sbarounis, CFO of Okeanis Eco Tankers, will take you through the presentation. They will be pleased to address any questions raised at the end of the call. Matters that are forward-looking in nature will be discussed, and actual results may differ from the expectations reflected in such for ...

Talkspace (NasdaqCM:TALK) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker4At this time, I'd like to welcome everyone to the Talkspace fourth quarter and full year 2025 earnings call. Following the prepared remarks, there will be a question-and-answer period. To ask a question at that time, please press star one on your telephone keypad. If you wish to remove yourself from the queue, please press star two. We ask that you please pick up your handset to allow for optimal sound quality. The press r ...

Six Flags Entertainment (NYSE:FUN) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Company ParticipantsAdam Fox - Equity Research AssociateAnthony Berni - Senior Equity Research AssociateArpine Kocharyan - Managing DirectorBrian Witherow - CFOJohn Reilly - President and CEOMichael Russell - Corporate Director of Investor RelationsSteve Wieczynski - Managing DirectorThomas Yeh - Executive Director of Equity ResearchConference Call ParticipantsJames Hardiman - Director of Leisure and Travel AnalystOperato ...

EPAM Systems (NYSE:EPAM) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Company ParticipantsBalazs Fejes - CEO and PresidentBrian Bergin - Managing DirectorBryan Keane - Head of North America Payments Processors and IT Services ResearchDavid Grossman - Managing DirectorJason Peterson - CFOJonathan Lee - Managing DirectorMike Rowshandel - Head of Investor RelationsConference Call ParticipantsJamie Friedman - Senior FinTech and IT Services Research AnalystJason Kupferberg - Senior Equity Research Analyst ...

Financial Data and Key Metrics Changes - Gentherm reported record revenue of $1.5 billion for 2025, an increase of 2.9% compared to the prior year, or 1.8% when excluding foreign currency translation [13] - Adjusted EBITDA for 2025 was $175 million, representing 11%-11.7% of sales, down from 12.6% the previous year due to higher material costs and expenses related to footprint realignment [14] - Operating cash flow increased by 7% to $117 million, despite building inventory throughout the year [14][15] Business Line Data and Key Metrics Changes - Automotive Climate & Comfort solutions revenue increased by 5.8% excluding foreign exchange, while other automotive products saw a decline of $28 million due to planned exits [13] - The company generated a commercial funnel totaling over $300 million in lifetime revenue from markets outside of light vehicles, indicating strong growth potential in adjacent markets [8] Market Data and Key Metrics Changes - Fourth quarter Climate & Comfort solutions revenue outgrew light vehicle production by 820 basis points, demonstrating strong global performance [14] - The company expects light vehicle production in key markets to decrease approximately 1% for 2026, positioning Gentherm to grow above market by mid-single digits [16] Company Strategy and Development Direction - Gentherm is focused on scaling its core technologies beyond automotive, with a strategic combination with Modine's Performance Technologies expected to close by the end of the year, creating a $2.6 billion market leader [7][21] - The company aims to drive growth through both organic and inorganic opportunities, with a focus on adjacent markets such as medical and home and office [8][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory, emphasizing that 2025 financial results do not reflect the company's potential, with expectations for mid-single-digit growth over market in 2026 [5][11] - The company anticipates that the combination with Modine will unlock significant value creation opportunities and accelerate growth in new markets [22][24] Other Important Information - Gentherm's FDA 510(k) submission for the Thermafix system is expected to generate revenue later this year, contributing to the goal of doubling the medical business by 2030 [10][55] - The company is focused on operational rigor and cash flow generation, with an adjusted free cash flow estimate of $80 million-$100 million for 2026 [18] Q&A Session Summary Question: Adjacent end markets and revenue expectations - Management confirmed they will continue to lean into adjacent markets, expecting home and office to contribute $50 million to $100 million in revenue by 2028, with medical products anticipated to double the medical business by 2030 [32][33] Question: Footprint realignment and EBITDA expectations for 2027 - Management stated that the timing for footprint transitions remains on track for completion in 2026, with benefits expected to flow through in 2027, leading to a potential step function change in margins [36][37] Question: Confidence in 2027 revenue guidance - Management expressed confidence in the 2027 revenue number due to strong launch activity in core automotive and traction in adjacent markets [44]

YETI (NYSE:YETI) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Company ParticipantsArvind Bhatia - Vice President, Investor RelationsMatt Reintjes - President and CEOMike McMullen - CFOConference Call ParticipantsBrian McNamara - Managing Director and Senior AnalystBrooke Roach - Managing Director, Equity Research AnalystJoe Altobello - Equity Research AnalystPhilip Lee - Equity Research AnalystRandy Konik - Managing Director and Senior Equity AnalystNone - AnalystNone - AnalystNone - AnalystOperatorG ...