Liberty Latin America (NasdaqGS:LILA) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker5Good day, everyone. You are holding for Liberty Latin America's full year 2025 investor call. Thank you for your patience. The investor call will begin in approximately 5 minutes. Please stand by. Good day, everyone. You are holding for Liberty Latin America's full year 2025 investor call. Thank you for your patience. The investor call will begin in approximately 2 minutes. Good morning, ladies and gentlemen, a ...

Financial Data and Key Metrics Changes - In Q4 2025, total ARR was $540 million, growing at 12% year-over-year on a reported basis and 8% on a constant currency basis [23] - Total revenue for Q4 was $130 million, representing approximately 12% year-over-year growth on a reported basis and 9% on a constant currency basis [23] - Adjusted EBITDA in Q4 was $39 million, reflecting a 30% margin, with full year adjusted EBITDA also at $153 million and a 30% margin [4][26] Business Line Data and Key Metrics Changes - The company solidified its presence in the AI SOC market and crossed $200 million in ARR for data protection [5] - Subscription revenue for Q4 was $129 million, showing approximately 12% year-over-year growth on a reported basis [23] - Customers contributing $50,000 or more of ARR grew approximately 14% year-over-year, now representing about 61% of total ARR [24] Market Data and Key Metrics Changes - Approximately 45% of total revenue was generated outside of North America for both the quarter and the full year [25] - The company reported a Dollar-based Net Revenue Retention of approximately 103% on a reported basis [25] Company Strategy and Development Direction - The company aims to leverage AI as a core differentiator, with plans to develop an AI workflow assistant named Enzo to enhance IT and security operations [12][42] - The strategy includes expanding into the VAR channel and enhancing product offerings to address the growing demand for cybersecurity solutions [10][20] - The company is focused on solving evolving customer problems and delivering security and efficiency [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in steady demand trends and stable retention, with expectations for continued execution across platforms and sales channels [30] - The company anticipates a strong demand environment for its cybersecurity solutions, driven by increasing threats and the need for business resilience [9][19] - For 2026, the company expects total revenue in the range of $554 million to $559 million, representing approximately 8%-9% year-over-year growth [32] Other Important Information - The company has received recognition in the 2026 Gartner Magic Quadrant for Endpoint Management Tools, validating its three-pillar strategy [14] - The company plans to continue disciplined investments in AI and product innovation while improving unlevered free cash flow [30] Q&A Session Summary Question: What gives confidence for higher constant currency ARR growth in 2026? - Management highlighted steady assumptions, improved gross retention, and traction from new SKUs as key factors [38] Question: Can you elaborate on the AI product Enzo? - Enzo is currently in limited preview and aims to enhance operational efficiency for MSPs by allowing them to assess and take action in their environments quickly [42][44] Question: What is driving the success of the Adlumin acquisition? - The AI technology and its ability to assess and take action on threats quickly have resonated well with the MSP community, driving earlier-than-expected success [50][51] Question: What are the expectations for seasonality in 2026? - Management expects similar seasonality to 2025, with stronger performance anticipated in the second half of the year due to new product initiatives [56] Question: How does the company plan to balance growth and profitability in capital allocation? - The company plans to continue share buybacks and explore M&A opportunities while maintaining a balanced approach to capital allocation [68][70]

Garrett Motion (NasdaqGS:GTX) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker7Hello, my name is Jamie, and I will be your operator this morning. I would like to welcome everyone to the Garrett Motion fourth quarter and full year 2025 financial results conference call. This call is being recorded, and a replay will be available later today. After the company's presentation, a question and answer session. At this time, I would like to turn the call over to Cyril Grandjean, Garrett's Vice President ...

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 ...