Savers Value Village (NYSE:SVV) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAlexia Morgan - Assistant VP of Equity ResearchBrooke Roach - Managing Director of Equity ResearchJubran Tanious - COOMark Walsh - CEOMichael Maher - CFOConference Call ParticipantsAnthony Chukumba - Managing Director, Senior Research Analyst, and Consumer Sector HeadBob Drbul - Managing Director and Consumer Retail AnalystDylan Carden - Research AnalystJeremy Hamblin - Senior Research AnalystMark Altschw ...

PTC Therapeutics (NasdaqGS:PTCT) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsEllen Cavaleri - Head of Investor RelationsEric Pauwels - Chief Business OfficerJarwei Fang - VP of Large-Cap Biotechnology and Pharma Equity ResearchJoe Heidt - Equity Research AssociateMatthew Klein - CEOPierre Gravier - CFOTazeen Ahmad - Managing DirectorConference Call ParticipantsBen Burnett - Executive Director and Senior Equity AnalystBrian Cheng - Executive Director and Senior Biotech AnalystElli ...

Guardant Health (NasdaqGS:GH) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAmirAli Talasaz - Co-CEOCasey Woodring - Vice President of Equity ResearchDaniel Markowitz - VPEric Hershey - VP of Investor RelationsHelmy Eltoukhy - Co-CEOJack Meehan - Partner- Life Science Tools & DiagnosticsLuke Sergott - Director of Healthcare Equity ResearchMichael Ryskin - Managing DirectorMike Bell - CFOConference Call ParticipantsAndrew Brackmann - Research AnalystBill Bonello - Senior Research An ...

ICU Medical (NasdaqGS:ICUI) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsBrian Bonnell - CFOJayson Bedford - Managing Director of Medical TechnologyJohn Mills - Managing PartnerLarry Solow - PartnerVivek Jain - CEO and ChairmanConference Call ParticipantsBrett Fishbin - VP and Senior Equity Research AnalystJason Bednar - Senior Research AnalystMike Matson - Senior AnalystOperatorGood day, and welcome to the ICU Medical, Inc., fourth quarter 2025 earnings conference call. All parti ...

Akamai Technologies (NasdaqGS:AKAM) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAidan Daniels - Equity Research AssociateArti Vula - Equity Research AssociateEd McGowan - CFOFatima Boolani - Co-Head of US Software Equity Research and Managing DirectorMark Stoutenberg - Head of Investor RelationsRishi Jaluria - Managing Director of Software Equity ResearchRoger Boyd - Executive DirectorSanjit Singh - Executive DirectorTom Leighton - CEOVijay Homan - Equity Research AssociateConfer ...

Ardelyx (NasdaqGM:ARDX) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAllison Arfstrom - Consumer Equity ResearchAydin Huseynov - Managing Director and Equity ResearchCaitlin Lowie - VP of Corporate Communications and Investor RelationsEric Foster - Chief Commercial OfficerJennifer Jia - Biotech Equity ResearchJulian Harrison - Managing DirectorLaura Chico - Managing Director and Equity ResearchLaura Williams - Chief Patient Officer and Interim Chief Medical OfficerMike Raab - CEOS ...

Tandem Diabetes Care (NasdaqGM:TNDM) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsJoanne Wuensch - Managing DirectorJohn Sheridan - President and CEOJon Block - Managing DirectorLeigh Vosseller - EVP and CFOMathew Blackman - Managing DirectorMatt Taylor - Managing DirectorMike Kratky - Senior Managing Director of Medical Devices and Technology Equity ResearchShaymus Contorno - Equity Research AssociateSusan Morrison - EVP and Chief Administrative OfficerTravis Steed - Managing Dir ...

Alarm.com (NasdaqGS:ALRM) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAdam Hotchkiss - VP of Emerging Software and Equity ResearchAdam Tindle - Managing DirectorKevin Bradley - CFOMatthew Zartman - VP of Investor RelationsSaket Kalia - Managing DirectorSteve Trundle - CEOConference Call ParticipantsJack Vander Aarde - SVP and Senior Research Analyst of TMT, Gaming and EntertainmentStephen Sheldon - Research Analyst for Technology, Media, and CommunicationsNone - AnalystNone - Ana ...

Federal Agricultural Mortgage (NYSE:AGM) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsBrad Nordholm - CEOJalpa Nazareth - Senior Director of Investor RelationsMatt Pullins - CFOZach Carpenter - President and COOConference Call ParticipantsBill Ryan - AnalystBose George - AnalystBrendan McCarthy - AnalystNone - AnalystOperatorGood day, ladies and gentlemen, and thank you all for joining us for today's Farmer Mac 2025 earnings results conference call. As a reminder, all phone lines ...

Financial Data and Key Metrics Changes - The company reported record revenue of $267 million for Q4 2025, representing a 22% increase from Q3 [12] - Gross margin improved by about 50 basis points to 54.6% from Q3, while operating margins increased to 25.2%, up 410 basis points from the previous quarter [12] - For the full year, revenue reached $1,005 million, also a record for the company [12] Business Line Data and Key Metrics Changes - Advanced packaging and specialty devices generated approximately $145 million in Q4, accounting for slightly more than half of total revenue, with sales from the 2.5D packaging business doubling compared to Q3 [13] - Advanced nodes revenue more than doubled in 2025 to $308 million, driven by growth in both DRAM and logic, which together represent about 75% of the total [14] - Advanced packaging revenue is expected to grow over 30% in 2026, while advanced nodes are projected to grow in the range of 10%-20% [8][10] Market Data and Key Metrics Changes - The semiconductor capital equipment spending is projected to experience a powerful upcycle driven by AI investments, with NVIDIA forecasting a 40% CAGR for global AI infrastructure over the next five years [3] - Analysts project strong wafer fab equipment (WFE) growth in the range of 10%-20% in 2026, contingent on the availability of new clean room space [4] - The company has a backlog that has nearly doubled over the last three months, supporting strong growth expectations [10] Company Strategy and Development Direction - The company is focused on expanding its technology portfolio to meet the insatiable demand for AI, with a volume purchase agreement valued at over $240 million covering metrology demand through 2027 [4][5] - The company is ramping up extended factories to support a $2 billion run rate, indicating confidence in capacity to meet demand [24] - The integration of Semilab is expected to enhance operational discipline and improve scalability and profitability [17] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the strong momentum in advanced packaging and advanced nodes, with expectations for revenue in Q1 2026 to be in the range of $275 million-285 million [10][15] - The company anticipates continued margin expansion each quarter in 2026, with gross margin expected to improve by approximately 50 basis points from Q4 levels [16] - Management noted that customer discussions are increasingly constructive, with several extending forecasts into 2027 [4] Other Important Information - The company completed the acquisition of Semilab for $445 million in cash and stock, which is expected to contribute to revenue growth in 2026 [15] - The adoption of the One Big Beautiful Bill Tax Act resulted in cash tax savings of $19 million in 2025 and an estimated $14 million in 2026 [14] Q&A Session Summary Question: Market outlook for the year - Management expects advanced packaging to grow over 30% this year, with broad-based demand across various manufacturers [21] Question: Backlog and capacity for growth - The company is set up to serve a $2 billion run rate, with no significant capacity issues anticipated, though supply chain constraints are being managed [24][25] Question: Expectations for advanced packaging growth - Advanced packaging revenue is expected to be stable throughout the year, with potential upside from the adoption of G5 technology [30] Question: Visibility in advanced nodes growth - Advanced nodes are expected to grow in the range of 10%-20%, with ongoing discussions around volume purchase agreements providing better insight [33] Question: Contribution of Semilab to revenue - Semilab is expected to contribute low hundreds to $110 million in revenue for 2026, with challenges anticipated in the power semiconductor segment [59] Question: Growth rates for CoWoS and HBM inspection businesses - Growth rates for both segments are expected to be relatively similar, with demand for memory expanding [50]