Emerson Electric (NYSE:EMR) Q1 2026 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsChigusa Katoku - VP in Equity Research for Electrical Equipment, Machinery, and Multi‑Industry SectorsDoug Ashby - Director of Investor RelationsJeffrey Sprague - Founder and Managing PartnerLal Karsanbhai - President and CEOMike Baughman - EVP and CFORam Krishnan - EVP and COOConference Call ParticipantsAndrew Obin - Managing Director and Senior Analyst for U.S. Multi‑Industry and Machinery SectorAndy Kaplow ...

Amgen (NasdaqGS:AMGN) Q4 2025 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsCasey Capparelli - VP of Investor RelationsDavid Amsellem - Managing DirectorJames Bradner - EVP of Research and DevelopmentMurdo Gordon - EVP of Global Commercial OperationsPeter Griffith - CFORobert Bradway - CEOTerence Flynn - Managing DirectorUmer Raffat - Managing DirectorYaron Werber - Managing DirectorConference Call ParticipantsAlex Hammond - AnalystChris Schott - AnalystCourtney Breen - Senior Research Ana ...

Chipotle (NYSE:CMG) Q4 2025 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsCindy Olsen - Head of Investor RelationsScott Boatwright - CEOConference Call ParticipantsBrian Mullan - Director and Senior Research AnalystOperatorGood day and welcome to the Chipotle Mexican Grill fourth quarter and full year 2025 results conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. After tod ...

H&R Block (NYSE:HRB) Q2 2026 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsAlex Paris - President and Senior Managing DirectorCurtis Campbell - President and CEOJessica Hazel - Head of Investor RelationsKartik Mehta - Executive Managing Director and Director of ResearchScott Schneeberger - Managing DirectorTiffany Mason - CFOConference Call ParticipantsSammy Yon - AnalystOperatorGood day and thank you for standing by. Welcome to the H&R Block Second Quarter Fiscal 2026 Earnings Conference ...

H&R Block (NYSE:HRB) Q2 2026 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsAlex Paris - President and Senior Managing DirectorCurtis Campbell - President and CEOJessica Hazel - Head of Investor RelationsKartik Mehta - Executive Managing Director and Director of ResearchScott Schneeberger - Managing DirectorTiffany Mason - CFOConference Call ParticipantsSammy Yon - AnalystOperatorday and thank you for standing by. Welcome to the H&R Block second quarter fiscal 2026 earnings conference call. ...

Aytu Biopharma (NasdaqCM:AYTU) Q2 2026 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsJosh Disbrow - Co-Founder, CEO, and DirectorRobert Blum - Managing PartnerRyan Selhorn - CFOConference Call ParticipantsEd Woo - Senior Research AnalystNaz Rahman - Senior Biotechnology Research AnalystThomas Flaten - Senior Research AnalystOperatorGood day, everyone, and welcome to the Aytu BioPharma Fiscal 2026 second quarter earnings call. At this time, all participants are placed on a listen-only mode, ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 was $35 million, down 5% year-over-year but up 2% sequentially from Q3 2025 [17] - Adjusted EBITDA for Q4 was $8.7 million, with an adjusted net income of $3.4 million and adjusted EPS of 16 cents per share [18] - Full year 2025 revenue was $137.4 million, down 4% from 2024, but TRCV grew by 8% in 2025, indicating potential revenue growth in 2026 [19] Business Line Data and Key Metrics Changes - Total Recurring Contract Value (TRCV) reached $144 million, up 8% year-over-year, marking the fifth consecutive quarter of sequential TRCV growth [4][17] - New sales increased by 86% year-over-year, reflecting effective sales strategies and customer engagement [5] Market Data and Key Metrics Changes - NRC Health serves 74% of the top 100 health systems in the U.S., indicating strong market presence and trust [9] - The company reported a Net Promoter Score of 68, reflecting high customer satisfaction [9] Company Strategy and Development Direction - The company is focused on enhancing its product portfolio and customer engagement strategies to drive growth [5][12] - Investment in AI and product innovation is a strategic priority to deepen differentiation and expand the addressable market [13] - The leadership team has been strengthened to support growth, with a focus on combining healthcare operations expertise with technology [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to create lasting value amidst the complexities of the healthcare landscape [24] - The company anticipates that the restructuring of its go-to-market strategy will provide a meaningful tailwind through 2026 [12] Other Important Information - The company maintained a disciplined approach to capital allocation, balancing investments in growth with returns to shareholders through dividends and share repurchases [21][22] - The adjusted EBITDA margin for 2025 was 29%, showcasing strong profitability despite revenue decline [19] Q&A Session Summary - No specific questions or answers were provided in the content, indicating a focus on the presentation rather than an interactive Q&A session.

Enphase Energy (NasdaqGM:ENPH) Q4 2025 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsBadri Kothandaraman - President and CEOBrian Lee - Chief Risk OfficerChris Dendrinos - VP of Equity ResearchChristine Cho - Managing DirectorDimple Gosai - Head of US Cleantech ang Sustainability Equity ResearchGus Richard - Managing DirectorMandy Yang - EVP and CFORaghu Belur - SVP, Co-founder, and Chief Products OfficerZach Freedman - VP and Head of Investor RelationsConference Call ParticipantsColin Rus ...

Sonos (NasdaqGS:SONO) Q1 2026 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsErik Woodring - Managing Director of Equity ResearchJames Baglanis - Head of Corporate FinanceSaori Casey - CFOTom Conrad - CEOConference Call ParticipantsSteve Frankel - Director of Research and Senior Research AnalystNone - AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the Sonos first ...

Financial Data and Key Metrics Changes - The company reported net bookings of $1.76 billion for Q3 2026, exceeding the high end of guidance by a significant margin [7][17] - GAAP net revenue increased by 25% to $1.7 billion, while cost of revenue rose by 26% to $754 million [18] - Operating expenses increased by 10% to $984 million, with management basis operating expenses rising 13% year-over-year [18][21] - The company raised its full fiscal year net bookings outlook to $6.65-$6.7 billion, representing an 18% growth compared to fiscal 2025 [7][19] Business Line Data and Key Metrics Changes - The mobile business saw a year-over-year growth of 19%, with Toon Blast growing 43% and Match Factory increasing by 17% [8][18] - NBA 2K series grew by 30%, while Grand Theft Auto Online increased by 27% [18][10] - Recurrent consumer spending rose by 23%, accounting for 76% of net bookings [17][18] Market Data and Key Metrics Changes - The mobile direct-to-consumer business achieved its strongest quarter on record, driven by enhancements in personalized offers and flexible pricing [9] - Advertising revenues grew by 10% year-over-year, supported by higher average revenue per daily active user [9] Company Strategy and Development Direction - The company is focusing on leveraging new technologies, particularly AI, to drive efficiencies and enhance creative processes [12] - The upcoming release of Grand Theft Auto VI is expected to significantly impact future net bookings and profitability [12][19] - The company aims to maintain a balance between organic growth and selective acquisitions, emphasizing the importance of creativity and innovation [42] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing momentum of the business and the potential for record levels of net bookings in fiscal 2027 [12][23] - The regulatory environment is becoming more favorable for direct-to-consumer strategies, which are expected to enhance margins and profitability [9][35] Other Important Information - The company plans to provide its initial three-year pipeline for fiscal 2027 through fiscal 2029 in the Q4 results in May [16][23] - The release slate for the upcoming quarter includes several key titles, such as Sid Meier's Civilization VII and WWE 2K26 [22] Q&A Session Summary Question: Concerns about AI's impact on the business - Management clarified that the video game industry has always utilized machine learning and AI, and they are optimistic about the opportunities AI presents for efficiency and creativity [26][27] Question: Mobile business growth initiatives - Management highlighted the importance of creating hits and supporting talent, which has led to significant growth in mobile titles [32][33] Question: Capital allocation priorities - Management stated that capital will be used for organic growth, selective acquisitions, and returning capital to shareholders through buybacks [41][42] Question: Engagement with GTA Online - Management noted that both GTA V and GTA Online are seeing substantial engagement, with new content updates driving continued interest [39][86] Question: Future of GTA Online post-GTA VI release - Management indicated that support for GTA Online will continue, as the community remains engaged and new content is consistently delivered [58] Question: Mobile advertising growth - Management attributed growth in mobile advertising to the strategic addition of ad units and effective monetization without disrupting user experience [56] Question: Insights on user-generated content and developer economics - Management expressed interest in user-generated content and its potential to enhance engagement while maintaining a focus on high-quality entertainment [81][82]