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 ...

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 ...

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 ...

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, ...

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 ...

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.

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 - Total revenue for the fiscal third quarter was $151.4 million, representing a 12% year-over-year growth [4][13] - Adjusted EBITDA for the quarter totaled $38.8 million, reflecting a 76% increase year-over-year, with an EBITDA margin of 26% [14] - GAAP net income was reported at $5.1 million, or $0.03 per share, while non-GAAP net income was $21.7 million, or $0.18 per share [15] Business Line Data and Key Metrics Changes - On-Device Solutions (ODS) generated $99.6 million in revenue, up 9% year-over-year, driven by higher device volumes and revenue per device (RPD) [13][14] - Application Growth Platform (AGP) revenue was $52.6 million, up 19% from the prior year, with strong results in brand business and over 30% growth in DTX or SSP business [7][14] Market Data and Key Metrics Changes - International business drove over 60% year-over-year growth in ODS, with more than 30% of revenues from outside the United States for the first time [7][8] - Overall device volumes grew 20% year-over-year, despite softness in U.S. devices, indicating strong performance from international partners [8] Company Strategy and Development Direction - The company has five strategic priorities aimed at unlocking value from first-party data, building a flywheel effect between supply and demand, scaling the brand business, expanding services through the Ignite platform, and exploring alternative app opportunities [10][11][12] - The company is focused on leveraging AI and machine learning to enhance operational efficiency and drive revenue growth [5][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business momentum and the ability to build on performance, with a raised full-year revenue guidance to $553 million-$558 million and adjusted EBITDA guidance to $114 million-$117 million for fiscal year 2026 [17][18] - The company views the recent Google Gemini announcement positively, as it is expected to increase demand for distribution services [23][24] Other Important Information - The company ended the quarter with a cash balance of $40 million and reduced total debt by over $41 million to $355 million [16] - Free cash flow for the third quarter totaled $6.4 million, reflecting improved cash generation [14] Q&A Session Summary Question: Insights on the app install business and advertising integration - Management highlighted the potential for integrating advertising budgets into user acquisition, creating a self-reinforcing growth cycle [19][20] Question: Impact of Google Gemini announcement - Management believes the announcement will positively affect the company by increasing the need for distribution services for new games [22][24] Question: Observations on Meta's activity on iOS - Management noted that while Meta's activity is increasing, the company is outgrowing the market, with AGP growth at 20% compared to the market's mid- to high-single digits [30]