GSI (NasdaqGS:GSIT) Q3 2026 Earnings call January 29, 2026 04:30 PM ET Company ParticipantsDidier Lasserre - VP of SalesDouglas Schirle - CFOLee-Lean Shu - Chairman, President, and CEOConference Call ParticipantsRobert Aguanno - Research AnalystOperatorWelcome to GSI Technology's Q3 Fiscal 2026 Results Conference Call. At this time, all participants are in listen-only mode. Later, we will conduct a question-and-answer session. At that time, we will provide instructions for those interested in entering the q ...

Deckers Outdoor (NYSE:DECK) Q3 2026 Earnings call January 29, 2026 04:30 PM ET Company ParticipantsDana Telsey - CEO and Chief Research OfficerErinn Kohler - VP of Investor Relations and Corporate PlanningPaul Lejuez - Managing Director and Head of Consumer Discretionary ResearchStefano Caroti - President and CEOSteve Fasching - CFOConference Call ParticipantsJay Sole - Managing Director and Senior Equity AnalystLaurent Vasilescu - Managing Director and Senior Equity AnalystPeter McGoldrick - VP of Equity R ...

GSI (NasdaqGS:GSIT) Q3 2026 Earnings call January 29, 2026 04:30 PM ET Company ParticipantsDidier Lasserre - VP of SalesDouglas Schirle - CFOLee-Lean Shu - Chairman, President, and CEOConference Call ParticipantsRobert Aguanno - Research AnalystOperatorWelcome to GSI Technology's third quarter fiscal 2026 results conference call. At this time, all participants are in listen-only mode. Later, we will conduct a question-and-answer session. At that time, we will provide instructions for those interested in ent ...

Sandisk (NasdaqGS:SNDK) Q2 2026 Earnings call January 29, 2026 04:30 PM ET Company ParticipantsBlayne Curtis - Managing DirectorCJ Muse - Senior Managing DirectorDavid Goeckeler - Chairman and CEOIvan Donaldson - Head of Investor RelationsJoe Moore - Managing DirectorKarl Ackerman - Managing Director of Equity Research, Semiconductors, and IT HardwareLuis Visoso - EVP and CFOMatthew Pan - Equity Research Assistant VPVijay Rakesh - Managing DirectorConference Call ParticipantsAsiya Merchant - Director and Eq ...

MaxLinear (NasdaqGS:MXL) Q4 2025 Earnings call January 29, 2026 04:30 PM ET Company ParticipantsAlek Valero - Equity Research AssociateKishore Seendripu - CEO, President and ChairmanLeslie Green - IRQuinn Bolton - MD, Director and Equity ResearchRoss Seymore - MDSamuel Feldman - Equity Research AssociateSteve Litchfield - CFO and CCSOTore Svanberg - MDConference Call ParticipantsChristopher Rolland - Semiconductor AnalystDavid Williams - Senior Equity Research AnalystTim Savageaux - Senior Research AnalystO ...

Financial Performance - The company reported Q2 revenues of $464 million, an increase of 11% year-over-year, setting a Q2 record [4][6] - Non-GAAP adjusted EPS reached a record of $2.58, reflecting strong earnings growth [4] - Operating cash flow was solid at $62 million, with expectations for even stronger cash flow in calendar 2026 [4][18] Business Segment Performance - The security division generated revenues of $335 million, up 15% year-over-year, driven by higher service revenues and RF business integration [13][14] - Optoelectronics and Manufacturing division revenues increased 12% year-over-year to $113 million, achieving a new Q2 record [14] - The Healthcare division faced challenges, with sales remaining soft, but the company is focused on long-term value creation through intensified sales efforts [10][11] Market Dynamics - The security division's bookings were lower than expected due to delays from the U.S. government shutdown and international customer pushouts, but the pipeline remains strong [7][24] - The RF business is expanding with a $30 million international order for naval operations and participation in the Golden Dome missile defense initiative, which has a ceiling value of $151 billion [8][9] - The optoelectronics division is benefiting from OEMs diversifying supply chains away from China, with strong demand across various industries [10] Strategic Direction - The company is committed to innovation, as reflected in increased R&D spending, which rose to $19.8 million, or 4.3% of revenues [15] - The company is raising its fiscal 2026 non-GAAP EPS guidance to a range of $10.30-$10.55, indicating 10%-13% year-over-year growth [20] - The focus remains on operational excellence and long-term value creation for shareholders, with plans to invest in key strategic areas [22] Management Commentary - Management expressed confidence in a strong second half of fiscal 2026, supported by a healthy backlog and anticipated cash inflows from Mexico receivables [6][18] - The company acknowledged the impact of the government shutdown on order timing but remains optimistic about future growth opportunities [32][34] - Management highlighted the importance of service revenue growth, which is expected to outpace product revenue growth, contributing to margin expansion [36][37] Other Important Information - The company completed a convertible notes transaction raising $575 million, enhancing liquidity and financial flexibility [19] - The balance sheet remains solid, with net leverage at approximately 2.2 [19] Q&A Session Question: Orders activity in security was softer than expected - Management acknowledged that orders were lower due to delays but emphasized that these opportunities are still alive in the pipeline [24] Question: Details on the IDIQ contract with Golden Dome - Management indicated that while timing is uncertain, they feel well-positioned for future orders related to this significant contract [25][26] Question: Interest expense outlook - Management expects a decrease in interest expense from Q2 to Q3 due to the paydown of the revolver [27] Question: Cash flow expectations - Management anticipates strong free cash flow over the next 12 months, with potential for additional share buybacks [28] Question: Impact of government shutdown on RFP timing - Management noted that the shutdown has pushed some timelines to the right, but they expect some cash flow in the first half of the year [32] Question: Opportunities in the radio frequency business - Management expressed confidence in growth prospects for the RF business, particularly related to the Golden Dome initiative [56] Question: Pipeline for major events like FIFA World Cup and Olympics - Management highlighted their strong position and experience in handling major events, indicating a robust pipeline for upcoming opportunities [60]

NewtekOne (NasdaqGM:NEWT) Q4 2025 Earnings call January 29, 2026 04:30 PM ET Company ParticipantsBarry Sloane - President and CEOFrank DeMaria - EVP and CFOConference Call ParticipantsChristopher Nolan - AnalystDillion Hines - AnalystStephen Moss - AnalystTim Switzer - Senior Research AnalystOperatorThank you for standing by and welcome to NewtekOne, Inc.'s Fourth Quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a ...

ResMed (NYSE:RMD) Q2 2026 Earnings call January 29, 2026 04:30 PM ET Company ParticipantsBrett Sandercock - CFOJon Block - Managing Director for Medical Technology and SuppliesMick Farrell - CEO and ChairmanNathan Treybeck - VP of Equity Research for Medical DevicesSalli Schwartz - Chief Investor Relations OfficerConference Call ParticipantsAnthony Petrone - Managing Director and Senior Medical Devices, Diagnostics and Therapeutics Equity Research AnalystBrandon Vazquez - Equity Research Analyst for Healthc ...

Financial Data and Key Metrics Changes - For the third quarter, the company reported revenue of $1.96 billion, a 7% increase compared to the prior year [9][33] - Gross margin for the quarter was 59.8%, better than expected due to lower-than-anticipated tariff impacts and effective pricing actions [34] - Diluted earnings per share reached a record $3.33, reflecting an 11% increase from the previous year [10][36] Business Line Data and Key Metrics Changes - HOKA revenue increased by 18% to $629 million, contributing significantly to overall growth [9][33] - UGG revenue grew by 5% to a record $1.3 billion, benefiting from improved direct-to-consumer (DTC) performance [11][33] - DTC revenue for UGG increased by 5%, while wholesale revenue grew by 4% [13] Market Data and Key Metrics Changes - International markets saw a 15% revenue increase for HOKA and UGG combined, while the U.S. market experienced a 5% increase [9] - HOKA's market share in the road running category increased significantly, establishing it as a top brand in the segment [23] Company Strategy and Development Direction - The company aims for continued international expansion and brand performance, focusing on product development and marketplace management [5][31] - HOKA is advancing its lifestyle strategy, identifying significant opportunities for product development and expansion through wholesale distribution [24][25] - The company is committed to maintaining a pull model of demand while gradually improving the balance between DTC and wholesale channels [27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining growth momentum for both UGG and HOKA, supported by effective marketplace management and innovative products [31][45] - The company raised its full-year revenue expectations to a range of $5.4 billion to $5.425 billion, reflecting strong brand performance [38] Other Important Information - The company repurchased approximately $349 million worth of shares in the third quarter, with a total of $1.8 billion remaining authorized for share repurchases [37][38] - The anticipated net tariff impact for fiscal year 2026 is approximately $25 million, significantly lower than previous estimates [40] Q&A Session Summary Question: What has driven the improvement in HOKA's business this quarter? - Management noted that spacing out key franchise launches and tightening inventories contributed to the improvement, with confidence in sustaining this trajectory [50][51] Question: Can you elaborate on the lifestyle strategy and its development? - The company aims to boost capabilities across innovation and design, viewing the lifestyle category as a significant opportunity for growth [54][55] Question: How should the market expect UGG's channel strategy to evolve in fiscal 2027? - Management indicated a balanced growth strategy across all channels, with continued segmentation and differentiation expected [60][62] Question: What is the outlook for the U.S. consumer and its impact on growth? - Management remains optimistic about the brand's performance, noting strong consumer demand despite previous caution regarding the economy [85][86]

MaxLinear (NasdaqGS:MXL) Q4 2025 Earnings call January 29, 2026 04:30 PM ET Company ParticipantsKishore Seendripu - CEO, President and ChairmanLeslie Green - IRRoss Seymore - MDSamuel Feldman - Equity Research AssociateSteven Litchfield - CFO and CCSOTore Svanberg - MDConference Call ParticipantsDavid Williams - Senior Equity Research AnalystTim Savageaux - Senior Research AnalystOperatorGreetings and welcome to the MaxLinear fourth quarter 2025 earnings call. At this time, all participants are in a listen- ...