Adaptive Biotechnologies (NasdaqGS:ADPT) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsChad Robins - CEO and Co-FounderKarina Calzadilla - Head of Investor RelationsKyle Piskel - CFOSharon Benzeno - Chief Commercial Officer of Immune MedicineSusan Bobulsky - Chief Commercial Officer of MRDConference Call ParticipantsBill Bonello - AnalystDan Brennan - AnalystDavid Westenberg - AnalystMark Massaro - AnalystSebastian Sandler - AnalystSubbu Nambi - AnalystOperatorToday, and thank you ...

LiveRamp (NYSE:RAMP) Q3 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsDrew Borst - VP of Investor RelationsLauren Dillard - CFOLucas Cerisola - Software Equity Research AssociateScott Howe - CEOConference Call ParticipantsAlec Brondolo - Senior Equity Research AnalystJason Kreyer - Senior Research AnalystMark Zgutowicz - Senior Research AnalystPeter Burkly - Equity Research AnalystShyam Patil - Senior Equity AnalystTimothy Nolan - Equity Research AnalystOperatorGood afternoon, ladies ...

BILL Holdings (NYSE:BILL) Q2 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsChris Quintero - VP in Equity ResearchDarrin Peller - Managing DirectorJack Andrews - VP of Investor RelationsJohn Rettig - President and COONate Svensson - Director in Equity Research in the Payments, Processors and IT Services sectorRené Lacerte - Chairman and CEORohini Jain - CFOConference Call ParticipantsAndrew Schmidt - Managing Director and Equity Research AnalystKen Suchoski - US Payments and FinTech An ...

BILL Holdings (NYSE:BILL) Q2 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsChris Quintero - VP in Equity ResearchDarrin Peller - Managing DirectorJack Andrews - VP of Investor RelationsJohn Rettig - President and COONate Svensson - Director in Equity Research in the Payments, Processors and IT Services sectorRené Lacerte - Chairman and CEORohini Jain - CFOConference Call ParticipantsAndrew Schmidt - Managing Director and Equity Research AnalystKen Suchoski - US Payments and FinTech An ...

Arrow Electronics (NYSE:ARW) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsBill Austin - Interim President and CEOEric Nowak - President of Global Enterprise Computing SolutionsMelissa Fairbanks - VP of Equity ResearchMichael Nelson - VP of Investor RelationsRaj Agrawal - CFORick Marano - President of Global ComponentsConference Call ParticipantsRuplu Bhattacharya - Director and Senior Equity Research AnalystWill Stein - Managing Director and Senior Equity Research AnalystOperatorG ...

LiveRamp (NYSE:RAMP) Q3 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsDrew Borst - VP of Investor RelationsLauren Dillard - CFOLucas Cerisola - Software Equity Research AssociateScott Howe - CEOConference Call ParticipantsAlec Brondolo - Senior Equity Research AnalystJason Kreyer - Senior Research AnalystMark Zgutowicz - Senior Research AnalystPeter Burkly - Equity Research AnalystShyam Patil - Senior Equity AnalystTimothy Nolan - Equity Research AnalystOperatorGood afternoon, ladies ...

Fortinet (NasdaqGS:FTNT) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsAnthony Luscri - Vice President of Investor RelationsChristiane Ohlgart - CFOFatima Boolani - Managing DirectorGabriela Borges - Managing DirectorJohn Whittle - COOKen Xie - Founder, Chairman, and CEORob Owens - Managing DirectorShaul Eyal - Managing DirectorConference Call ParticipantsAdam Borg - Equity Research AnalystBrian Essex - Equity Research AnalystJunaid Siddiqui - Equity Research AnalystPatrick Colvill ...

Warner Music Group (NasdaqGS:WMG) Q1 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsArmin Zerza - CFOBatya Levi - Managing Director - Communications, Media and InfrastructureBenjamin Black - Co-Head Internet Equity ResearchKareem Chin - Head of Investor RelationsKutgun Maral - Director, Equity Research - Media, Cable and TelecomRobert Kyncl - CEOConference Call ParticipantsCameron Mansson-Perrone - Lead Analyst - Music and Live Entertainment, Media, and Cable/SatelliteIan Moore - Equit ...

American Battery Technology Company (NasdaqCM:ABAT) Q2 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsRyan Melsert - CEO and CTOTiffiany Moehring - Director of Communications and MarketingTiffiany MoehringGood afternoon. I'm Tiffiany Moehring, and I'm the Director of Communications and Marketing at the American Battery Technology Company. We would like to welcome everyone to our second quarter fiscal 2026 earnings call. On behalf of the entire team at American Battery Technology Compan ...

Financial Data and Key Metrics Changes - Total revenues for Q4 2025 increased by 8% to $147.4 million, while net revenues rose by 5% to $129.4 million compared to Q4 2024 [12][13] - Net income for Q4 was $24.8 million, or $0.49 per diluted share, up from $23.6 million, or $0.46 per diluted share in the prior year [14] - EBITDA for Q4 was $34.7 million, with a margin of 26.8% of net revenues, compared to $31.2 million or 25.2% in the same period of 2024 [15] - For the full year 2025, total revenues grew by 4% to $582 million, while net revenues increased to $536.8 million [18] - Net income for the year decreased by 3% to $106 million, or $2.07 per diluted share [18] Business Line Data and Key Metrics Changes - The engineering and other scientific segment represented 85% of net revenues in Q4 2025, with a 7% increase in net revenues for the quarter and a 4% increase for the full year [22] - The environmental and health segment accounted for 15% of net revenue in Q4, with a 5% decrease in revenues for the quarter, while remaining flat for the full year [23] Market Data and Key Metrics Changes - Growth in proactive engagements was driven by increased demand in user research and consumer electronics, as well as risk management work in the utility sector [4][5] - Reactive engagements saw growth due to failure analysis and dispute-related services across various industries, including energy and transportation [7] Company Strategy and Development Direction - The company aims to leverage artificial intelligence and complex technologies to enhance its service offerings and maintain a competitive edge [10][30] - Exponent is focused on diversifying its client base and product offerings, particularly in the consumer electronics and energy sectors [11][46] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the demand environment, particularly in AI and novel technologies, which are expected to drive growth in 2026 [36][39] - The company anticipates high single-digit growth in net revenues for Q1 and full year 2026, with EBITDA margins expected to remain stable [24][28] Other Important Information - The company distributed $61.5 million to shareholders through dividends and repurchased $97.8 million of common stock in 2025 [21] - As of year-end, Exponent had $221.9 million in cash and cash equivalents [22] Q&A Session Summary Question: Performance of consumer electronics in proactive business - Management noted an uptick in user research engagements, particularly related to health-related products and novel AI-driven devices [33][34] Question: Guidance and visibility for 2026 - Management indicated strong visibility into market demands and trends, with a positive outlook for headcount growth and utilization [36][39] Question: Characterization of 2026 compared to 2025 - Management highlighted an acceleration of growth and demand across various sectors, particularly in consumer electronics and energy [44][46] Question: AI's impact on litigation support and investigation services - Management discussed the integration of AI tools to enhance efficiency while also emphasizing the need for high-level expertise to handle complex data [50][52] Question: Expectations for net headcount growth in 2026 - Management expects net headcount growth of 40-50, focusing on areas such as transportation, energy, and cybersecurity [56][58] Question: AI's contribution to growth - Management affirmed that AI is a net benefit, driving growth in various sectors, including transportation and user research [60][68]