Rogers Communications (NYSE:RCI) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Speaker4Welcome to the Rogers Communications Inc. Fourth Quarter 2025 Results Conference Call. As a reminder, all participants are in listen-only mode, and the conference is being recorded. Following the presentation, we'll conduct a question-and-answer session. To join the question queue, you may press star then one on your telephone keypad. Should you need assistance during the conference call, you may reach an operator by ...

Whirlpool (NYSE:WHR) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Speaker14Good morning, and welcome to Whirlpool Corporation's fourth quarter 2025 earnings call. Today's call is being recorded. Joining me today are Marc Bitzer, our Chairman and Chief Executive Officer, Roxanne Warner, our Chief Financial Officer, Juan Carlos Puente, our Executive President of North America and Global Strategic Sourcing, and Ludovic Beaufils, our Executive President of KitchenAid Small Appliances in Latin America. Our ...

Celestica (NYSE:CLS) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Speaker4Ladies and gentlemen, thank you for joining us, and welcome to the Celestica Q4 2025 financial results and conference call. After today's prepared remarks, we will host a question and answer session. If you'd like to ask a question, please raise your hand. If you have dialed in to today's call, please press star nine to raise your hand and star six to unmute when called upon. I will now hand the conference over to Matthew Palata ...

Virtu Financial (NasdaqGS:VIRT) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Speaker6Hello, everybody, and welcome to the Virtu Financial fourth quarter 2025 earnings call. My name is Elliot, and I'll be coordinating your call today. If you would like to register a question during today's event, please press star one on your telephone keypad. I'd now like to hand over to Matt Sandberg at Virtu Financial. Please go ahead.Speaker5Thank you, and good morning, everyone. Thank you for joining us. Our fourt ...

Financial Data and Key Metrics Changes - Revenue for the second quarter decreased by 9.5% compared to the prior year, driven by a decline in e-commerce revenue and a strategic shift towards more efficient marketing spending [10][12] - Gross margin decreased by 120 basis points to 42.1%, primarily due to lower fixed cost absorption, higher commodity costs, and tariffs [12] - Adjusted EBITDA for the second quarter was $98.1 million, down from $116.3 million in the prior year [14] Business Line Data and Key Metrics Changes - Consumer Floral and Gifts segment saw a decline of 22.7%, Gourmet Foods and Gift Baskets segment declined by 3.8%, and BloomNet segment declined by 3.1% [12] - The decline in the Consumer Floral segment was attributed to inefficient marketing spend and a strategic focus on improving marketing contribution margin [18][36] Market Data and Key Metrics Changes - The company noted a decline in direct traffic during the holiday period, which was partially offset by stronger performance in B2B and wholesale businesses [4] - The food business, particularly Harry & David, performed better than the floral segment, benefiting from a more disciplined marketing approach and exposure to B2B [36][52] Company Strategy and Development Direction - The company is transitioning to a function-based operating structure to improve efficiency, accountability, and collaboration [5] - A focus on improving marketing contribution margin and reducing unprofitable initiatives is expected to build a more sustainable demand generation model [7][8] - The company plans to redesign its retail approach based on insights gained from pop-up store tests, moving towards a full-year store concept [7][8] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that the holiday season operations were strong, but revenue came in below expectations due to changes in search engine results and a decline in direct traffic [4] - The company expects revenue to decline in the low double-digit range for the second half of fiscal 2026, reflecting ongoing marketing strategy adjustments and tougher comparisons [15] - Management remains optimistic about future growth, citing improvements in marketing efficiency and product discoverability [9][41] Other Important Information - The company achieved approximately $15 million in annualized run-rate cost savings for fiscal 2026, with a target of $50 million in total cost savings across fiscal 2026 and 2027 [11] - The company is focused on stabilizing performance and building capabilities for sustainable growth, with capital allocation prioritized towards operational efficiencies and customer experience improvements [44] Q&A Session Summary Question: What drove the decline in the consumer floral and gift segment? - The decline was primarily driven by inefficient marketing spend, particularly in PMOL, which was impacted more than the flowers business [18] Question: How are Passport members performing compared to non-members? - Passport members continue to perform better than non-members, but feedback indicates the loyalty program's value proposition needs improvement [23] Question: Which segments are expected to perform better in the second half of the year? - The performance is expected to be consistent across segments, with a mixed shift towards the flowers business being more significant in the second half [25] Question: What are the trends in commodity prices? - Cocoa prices remain elevated, while other commodities like eggs, butter, and sugar are stabilizing and should not be a headwind in the back half of the year [37] Question: What are the biggest factors impacting full-year performance? - The focus is on cost savings initiatives and potential upside on the top line, with cost savings being a controllable factor [39] Question: How is the company approaching capital allocation? - The current priority is on stabilizing performance and building capabilities for sustainable growth, with a disciplined approach to capital allocation [44]

Nasdaq (NasdaqGS:NDAQ) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Speaker2Good day, and thank you for standing by. Welcome to the Nasdaq Quarter 2025 results 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 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star ...

Dow (NYSE:DOW) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Speaker13...welcome to the Dow Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. If you would like to ask a question during that time, please press Star followed by one on your telephone keypad. As a reminder, this conference is being recorded. I would now like to turn the call over to Dow Investor Relations Vice Pres ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 was $2.03 billion, an increase of approximately 26% in actual currency and 24% in constant currency, primarily due to the acquisitions of Lexmark and ITsavvy. Pro forma for these acquisitions, revenue declined 9% [3][4] - For the full year, revenue reached $7.02 billion, up roughly 13% in actual currency and 12% in constant currency, but excluding acquisition benefits, revenue declined approximately 8% [4] - Adjusted operating income margin for Q4 was 5%, down 140 basis points year-over-year, while free cash flow was $184 million, a decrease of $150 million compared to the prior year [3][4] - Adjusted loss per share for Q4 was $0.10, a decrease of $0.46 year-over-year, and for the full year, adjusted loss per share was $0.60, down $1.57 year-over-year [4][21] Business Line Data and Key Metrics Changes - In the Print and Other segment, Q4 equipment revenue was $485 million, up 23% as reported, but down approximately 10% on a pro forma basis [21][22] - Print post-sale revenue was $1.39 billion, up 25% as reported, but down 9% on a pro forma basis [22] - IT Solutions revenue increased 39% year-over-year, reflecting the full quarter inclusion of ITsavvy, with pro forma gross billings up 13% [23][24] Market Data and Key Metrics Changes - The company noted that macroeconomic challenges, including tariffs and increased product costs, continued to impact performance, particularly in the print equipment sales [3][5] - The company experienced a spike in DRAM prices affecting costs across various segments, particularly in IT solutions [5][6] Company Strategy and Development Direction - The company is focused on three strategic priorities: executing reinvention, realizing acquisition benefits, and maintaining balance sheet strength [7][14] - The integration of Lexmark and ITsavvy is expected to unlock operational efficiencies and enhance the product offering, particularly in the IT solutions space [10][11] - The company plans to leverage AI capabilities to drive efficiencies and improve customer experience [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about improving business trends despite ongoing macroeconomic headwinds [3][4] - The company anticipates a stronger pipeline entering 2026, with improved cancellation and renewal rates [4][5] - Management expects to achieve adjusted operating income in the range of $450 million to $500 million for 2026, driven by integration synergies and reinvention savings [28][29] Other Important Information - The company announced a special pro rata distribution of warrants to shareholders, which is seen as a balance sheet-friendly way to reward loyalty and provide bondholders with options [30] - The company ended Q4 with $565 million in cash and cash equivalents, and total debt of $4.2 billion, down $160 million sequentially [26] Q&A Session Summary Question: Are orders back to normal post-government shutdown? - Management indicated that there are broader opportunities due to the expanded portfolio and the strategy is working well [31] Question: Clarification on the impact of memory prices on ITsavvy and print business? - Management noted that memory prices are creating uncertainty across all industries, and they are working to help clients navigate these challenges [32][33] Question: How does the company prioritize various initiatives amidst challenges? - Management emphasized that the reinvention strategy and acquisitions are progressing well, and they are seeing positive results from integration efforts [36][37] Question: How does the company protect against potential challenges in IT services? - Management highlighted their ability to help clients navigate increased costs and emphasized the importance of their product portfolio in addressing these challenges [39][42] Question: What are the assumptions regarding operating cash flow to free cash flow for 2026? - Management explained that higher EBITDA driven by operating income increases and lower finance receivables are key factors in the cash flow forecast [44][45]

Cimpress (NasdaqGS:CMPR) Q2 2026 Earnings call January 29, 2026 08:00 AM ET Speaker1Good morning, and thank you for standing by. Welcome to Cimpress' second quarter full year 2026 earnings follow-up. I would like now to turn the conference over to Meredith Burns, Vice President of Investor Relations and Sustainability. Please go ahead.Speaker0Thank you, Michelle, and thank you everyone for joining us. With us today are Robert Keane, our Founder, Chairman, and Chief Executive Officer, and Sean Quinn, our EVP ...

Lazard (NYSE:LAZ) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Speaker8Good morning, and welcome to Lazard's fourth quarter and full year 2025 earnings conference call. This call is being recorded. Currently, all participants are in a listen-only mode. Following the remarks, we will conduct a question-and-answer session. Instructions will be provided at that time. If anyone should require assistance during the call, please press the star key followed by zero on your telephone keypad. At this time, I w ...