Glaukos (NYSE:GKOS) Q4 2025 Earnings call February 17, 2026 04:30 PM ET Company ParticipantsAlex Thurman - CFOAllen Gong - Vice President of Equity ResearchChris Lewis - VP of Investor Relations and Corporate AffairsDavid Roman - Managing DirectorJoanne Wuensch - Managing DirectorJoe Gilliam - President and COORichard Newitter - Managing DirectorThomas Stephan - VP of Medical Technology & SuppliesTom Burns - Chairman and CEOConference Call ParticipantsAdam Maeder - Managing Director and Senior Research Anal ...

Glaukos (NYSE:GKOS) Q4 2025 Earnings call February 17, 2026 04:30 PM ET Company ParticipantsAlex Thurman - CFOAllen Gong - Vice President of Equity ResearchChris Lewis - VP of Investor Relations and Corporate AffairsDavid Roman - Managing DirectorJoanne Wuensch - Managing DirectorJoe Gilliam - President and COORichard Newitter - Managing DirectorThomas Stephan - VP of Medical Technology & SuppliesTom Burns - Chairman and CEOConference Call ParticipantsAdam Maeder - Managing Director and Senior Research Anal ...

Halozyme Therapeutics (NasdaqGS:HALO) Q4 2025 Earnings call February 17, 2026 04:30 PM ET Company ParticipantsChris Wahl - Chief Scientific OfficerHelen Torley - President and CEOJason Butler - Managing Director of Biotechnology Equity ResearchMichael DiFiore - Managing Director of Biotechnology and PharmaceuticalsMohit Bansal - Managing Director and Co-Head of Therapeutics ResearchNicole LaBrosse - CFOSean Laaman - Executive Director and Head of U.S. SMID Cap Biotechnology ResearchTram Bui - VP of Investor ...

Palo Alto Networks (NasdaqGS:PANW) Q2 2026 Earnings call February 17, 2026 04:30 PM ET Company ParticipantsAdam Borg - Managing DirectorAdam Tindle - Managing DirectorBrad Zelnick - Managing DirectorDipak Golechha - CFOGabriela Borges - Managing Director and Head of US Software Equity ResearchGregg Moskowitz - Managing DirectorHamza Fodderwala - SVP of Investor Relations and Strategic FinanceJohn DiFucci - Senior Managing DirectorJosh Tilton - Managing DirectorLee Klarich - Chief Product and Technology Offi ...

RB Global (NYSE:RBA) Q4 2025 Earnings call February 17, 2026 04:30 PM ET Company ParticipantsEric Guerin - CFOGary Prestopino - Managing DirectorJim Kessler - CEOJohn Gibson - Director of Equity ResearchMaxim Sytchev - Managing DirectorSabahat Khan - Managing Director of Global ResearchSameer Rathod - VP of Investor Relations and Market IntelligenceConference Call ParticipantsJohn Healy - Senior Research AnalystKrista Friesen - Equity Research AnalystMichael Feniger - Equity Research AnalystSteven Hansen - ...

Cineverse (NasdaqCM:CNVS) Q3 2026 Earnings call February 17, 2026 04:30 PM ET Company ParticipantsChris McGurk - Chairman and CEOErick Opeka - President and Chief Strategy OfficerGary Loffredo - Chief Legal Officer and Senior AdvisorMark Lindsey - CFOTony Huidor - President of Technology and Chief Product OfficerConference Call ParticipantsBrian Kinstlinger - Equity Research AnalystDan Kurnos - Equity Research AnalystLaura Martin - Equity Research AnalystOperatorGood day, everyone, and thank you for joining ...

Beta Bionics (NasdaqGM:BBNX) Q4 2025 Earnings call February 17, 2026 04:30 PM ET Company ParticipantsBlake Beber - Head of Investor RelationsJeffrey Cohen - Managing Director and Director of Equity ResearchJon Block - Managing DirectorMatthew Blackman - Managing DirectorSean Saint - CEOStephen Feider - CFOConference Call ParticipantsDanielle Antalfy - Senior AnalystFrank Takkinen - Senior Research AnalystJeff Johnson - Managing Director and Senior Research AnalystMatthew O'Brien - Managing Director and Seni ...

AtriCure (NasdaqGM:ATRC) Q4 2025 Earnings call February 17, 2026 04:30 PM ET Company ParticipantsAngie Wirick - CFODanny Stauder - Director of Equity Research in Medical TechnologyJohn McAulay - Associate VPMarissa Bych - Managing DirectorMike Carrel - President and CEOConference Call ParticipantsLily Lozada - Equity Research AnalystMarie Thibault - Managing Director and Medical Technology and Digital Health AnalystMike Matson - Senior AnalystSuraj Kalia - Managing Director and Senior Analyst in Medical Tec ...

TechPrecision (NasdaqCM:TPCS) Q3 2026 Earnings call February 17, 2026 04:30 PM ET Company ParticipantsAlex Shen - CEOBrett Maas - Managing DirectorPhil Podgorski - CFORoss Taylor - Partner and Portfolio ManagerConference Call ParticipantsNone - AnalystOperatorGreetings, and welcome to the TechPrecision Corp Fiscal 2026 third quarter financial results. At this time, all participants are placed on a listen-only mode. As a reminder, this conference is being recorded. It is now my pleasure to introduce your hos ...

Financial Data and Key Metrics Changes - Fourth quarter 2025 revenue was $75.1 million, a decrease of 36.9% year-over-year, primarily due to a decrease in the number of active earning coaches [25] - Loss per share for the fourth quarter was $1.65, impacted by a $12.1 million non-cash valuation allowance against deferred tax assets, which represented $1.10 of the loss per share [24][31] - Revenue per active earning coach reached $4,664, a year-over-year increase of 6.2%, marking the first year-over-year growth since Q2 2022 [25][26] - Gross profit for Q4 2025 decreased 40.9% year-over-year to $52.1 million, with a gross profit margin of 69.4%, down 470 basis points [26] Business Line Data and Key Metrics Changes - The company ended the quarter with approximately 16,100 active earning coaches, a decrease of 40.6% from the fourth quarter of 2024 [25] - Coach productivity turned positive year-over-year for the first time since mid-2022, increasing by 6% in Q4 [12] Market Data and Key Metrics Changes - The rapid adoption of GLP-1 medications continues to impact the traditional weight loss category, contributing to the decline in active earning coaches [25] - A national survey indicated that nearly 94% of American adults express concern about at least one aspect of metabolic health, highlighting a large underserved market [9] Company Strategy and Development Direction - The company is transitioning to a metabolic health focus, emphasizing a scientific approach called Metabolic Synchronization to address metabolic dysfunction rather than just weight loss [6][8] - A new product line is being developed to support metabolic health, aiming to reduce visceral fat and improve body composition [10] - The company is committed to disciplined execution to regain profitability while maintaining financial flexibility for growth investments [22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the direction of the company and the strength of the leadership team, indicating that foundational elements for future growth are now in place [11] - Early indicators of improved coach productivity and engagement are seen as signs of potential revenue growth in the future [12][20] - The company expects to see continued coach productivity growth in Q1 2026, with annual revenue guidance set between $270 million and $300 million [33] Other Important Information - The company executed a restructuring across all business functions, targeting future savings of over $30 million [28] - The balance sheet remains strong, with $167.3 million in cash and no debt as of December 31, 2025 [32] Q&A Session Summary Question: Can you provide details on coach productivity and the consumer demographics associated with them? - Management noted that the improvement in coach productivity reflects a new focus on metabolic health, attracting a different type of customer seeking health benefits beyond weight loss [36][38] Question: How do you see revenue trends progressing through 2026? - Management indicated that while they are not providing quarterly guidance, they expect stabilization and gradual improvement in revenue throughout the year, with a focus on the transition to metabolic health [41][43] Question: What insights can you share about the new product lineup and its alignment with consumer needs? - Management highlighted that there is a growing inflow of clients transitioning off GLP-1 drugs, which the company is well-positioned to attract with its new offerings [44][46]