Workflow
OraSure Technologies(OSUR) - 2025 Q4 - Earnings Call Transcript
2026-02-25 23:00
OraSure Technologies (NasdaqGS:OSUR) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker1Today, thank you for standing by. Welcome to the OraSure Technologies 2025 fourth quarter 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'll need to press star one one on your telephone. You will hear an automated message advising your hand is raised. To wit ...
Nvidia(NVDA) - 2026 Q4 - Earnings Call Transcript
2026-02-25 23:00
NVIDIA (NasdaqGS:NVDA) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Speaker11Good afternoon. My name is Sarah, and I will be your conference operator today. At this time, I would like to welcome everyone to NVIDIA's fourth quarter earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star, followed by the number one on your telephone ...
TaskUs(TASK) - 2025 Q4 - Earnings Call Transcript
2026-02-25 23:00
Taskus (NasdaqGS:TASK) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker8Good afternoon, welcome to the TaskUs fourth quarter and full year 2025 earnings call. My name is Victor, I'll be your conference facilitator today. At this time, all lines have been placed on mute to avoid background noise. After the speaker's remarks, there will be a question and answer period. To ask a question, you will need to press star one on your telephone and wait for your name to be announced. To withdraw your quest ...
CBIZ(CBZ) - 2025 Q4 - Earnings Call Transcript
2026-02-25 23:00
Financial Data and Key Metrics Changes - For Q4 2025, revenue was $543 million, an 18% increase year-over-year, primarily driven by acquisitions [23] - Full-year revenue grew 52% compared to the previous year, with an estimated organic growth of approximately 2% [24] - Adjusted EBITDA for the full year was $447 million, with a margin increase of approximately 530 basis points year-over-year [25] - Full-year free cash flow increased by $65 million to $176 million, with a conversion rate of approximately 40% [27] Business Line Data and Key Metrics Changes - Financial Services revenue for Q4 was $439 million, up 23% year-over-year, with full-year revenue at $2.3 billion, a 70% increase [27][28] - Benefits and Insurance (BNI) revenue for 2025 was $410 million, representing a 2% growth year-over-year, driven by employee benefits and payroll services [29] Market Data and Key Metrics Changes - The company noted that over 70% of its revenue is recurring, providing resilience across economic cycles [22] - The sentiment in the middle market has improved, with clients showing increased comfort in the business environment heading into 2026 [20][21] Company Strategy and Development Direction - The strategic focus for 2026 includes attracting and retaining top talent, elevating brand visibility, and deepening industry specialization [9][12] - The company aims to leverage AI and automation to enhance service delivery and operational efficiency [15][19] - CBIZ is positioned to capitalize on the growing demand for professional services in the middle market, driven by increased complexity and a shortage of accounting talent [4][5] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about improving market conditions and client sentiment, expecting continued growth in advisory work [41][44] - The company anticipates organic revenue growth of 2%-5% for 2026, with a focus on project-based work and macroeconomic conditions influencing performance [31][32] Other Important Information - The company completed significant integration work following the acquisition of Marcum, which is expected to drive long-term growth [6][8] - CBIZ plans to increase offshore hours from approximately 6% in 2025 to 10% in 2026, aiming for over 20% in the coming years [20][19] Q&A Session Summary Question: Impact of soft market conditions on revenue growth - Management noted that soft market conditions in the first half of 2025 affected revenue growth, but sentiment improved as the year progressed, leading to increased advisory work [40][41] Question: Role of AI in the business - Management emphasized that while AI will augment efficiency, the role of trusted advisors remains critical, as clients seek deep industry knowledge and holistic guidance [45][50] Question: Pricing expectations for 2026 - Management confirmed that pricing is expected to remain in the mid-single-digit range for 2026, consistent with 2025 [54][58] Question: Performance of SEC capital markets business - Management indicated that the capital markets work was softer in 2025 due to market conditions, but expressed optimism for improvement in 2026 [63][65] Question: Growth expectations across different business segments - Management highlighted that core accounting and tax services are more predictable, while advisory services are more susceptible to market conditions, with expectations for growth in 2026 [73][75]
Root(ROOT) - 2025 Q4 - Earnings Call Transcript
2026-02-25 23:00
Root (NasdaqGS:ROOT) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker6Greetings, welcome to the Root, Inc. fourth quarter earnings conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. I would now like to turn the call over to Matt LaMalva, Head of Investor Relations ...
Encore Capital Group(ECPG) - 2025 Q4 - Earnings Call Transcript
2026-02-25 23:00
Encore Capital Group (NasdaqGS:ECPG) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker4Good day, everyone, and thank you for standing by. Welcome to the Encore Capital Group's fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you need to press star one on your telephone. You'll then hear an automated message advising your hand is r ...
LeMaitre Vascular(LMAT) - 2025 Q4 - Earnings Call Transcript
2026-02-25 23:00
LeMaitre Vascular (NasdaqGM:LMAT) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker8Welcome to the LeMaitre Vascular Q4 2025 financial results conference call. As a reminder, today's call is being recorded. At this time, I would like to turn the call over to Mr. Dorian LeBlanc, the Chief Financial Officer of LeMaitre Vascular. Please go ahead, sir.Speaker2Thank you. Good afternoon, and thank you for joining us on our Q4 2025 conference call. With me on today's call is our CEO, George LeMaitre, and ...
Nu .(NU) - 2025 Q4 - Earnings Call Transcript
2026-02-25 23:00
Nu (NYSE:NU) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker8Ladies and gentlemen, welcome to Nu Holdings conference call to discuss the results for the fourth quarter of 2025. A slide presentation is accompanying today's webcast, which is available in Nu's Investor Relations website, www.investors.nu in English, and www.investidores.nu in Portuguese. This conference is being recorded, and the replay can also be accessed on the company's IR website. This call is also available in Portuguese. To ...
Cherry Hill Mortgage Investment (CHMI) - 2025 Q4 - Earnings Call Transcript
2026-02-25 23:00
Cherry Hill Mortgage Investment Corporation (NYSE:CHMI) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker5Thank you for standing by, and welcome to Cherry Hill Mortgage Investment Corporation'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 question-and-answer session. To ask a question during the session, you will need to press *11 on your telephone. To remove yourself from the queue, you may ...
Pure Storage(PSTG) - 2026 Q4 - Earnings Call Transcript
2026-02-25 23:00
Everpure (NYSE:PSTG) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Speaker9Good day. Welcome to Everpure's fourth quarter fiscal 2026 financial results conference call. Today's conference is being recorded. All lines will be muted during the presentation portion of the call, with an opportunity for questions and answers at the end. If you would like to ask a question, please press star one on your telephone keypad. At this time, I'd like to turn the call over to Paul Ziots, Vice President of Investor ...