Dropbox (NasdaqGS:DBX) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsDrew Houston - CEO and Co-FounderMatt Bullock - Equity Research AssociatePeter Stabler - Head of Investor RelationsRishi Jaluria - Managing Director of Software Equity ResearchRoss Tennenbaum - CFOConference Call ParticipantsGeorge Kurosawa - Equity Research AnalystJaiden Patel - Equity Research AnalystOperatorThank you for standing by, and welcome to the Dropbox fourth quarter 2025 earnings conference call. At th ...

Rimini Street (NasdaqGM:RMNI) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsDean Pohl - VP, Treasurer, and Investor RelationsMichael Perica - EVP & CFOSeth Ravin - CEO and PresidentConference Call ParticipantsAlex Fuhrman - Managing Director and Senior Equity Research AnalystBrian Kinstlinger - Senior Equity Research AnalystDaniel Hibshman - Senior Equity Research AnalystRichard Baldry - Managing Director and Senior Research AnalystNone - AnalystOperatorGood afternoon, ladies and g ...

indie Semiconductor (NasdaqCM:INDI) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsAshish Gupta - Investor RelationsDon McClymont - CEO and Co-FounderNaixi Wu - CFOConference Call ParticipantsAnthony Stoss - Senior AnalystCody Acree - Senior Semiconductor Financial AnalystCraig Ellis - Director of Research, Senior Semiconductor and Capital Equipment AnalystSuji De Silva - Managing Director, Senior Research AnalystNone - AnalystOperatorGood afternoon, and welcome to indie Semiconduct ...

Vicor (NasdaqGS:VICR) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsJim Schmidt - CFOJon Tanwanteng - Managing DirectorPatrizio Vinciarelli - CEOPhil Davies - VP of Global Sales and MarketingConference Call ParticipantsJustin Clare - Managing Director and Senior Research AnalystQuinn Bolton - Managing Director and Equity Research AnalystRich Shannon - Senior Research AnalystNone - AnalystNone - AnalystOperatorGood day, and thank you for standing by. Welcome to the Vicor fourth quar ...

Universal Display (NasdaqGS:OLED) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsBrian Millard - CFODarice Liu - Senior Director of Investor RelationsSteve Abramson - President and CEOConference Call ParticipantsBrian Lee - Managing Director and Senior Equity Research AnalystJames Ricchiuti - Senior AnalystMartin Yang - Executive Director and Senior AnalystMehdi Hosseini - Senior Equity Research AnalystWoo Jin Ho - Senior AnalystOperatorGood day, ladies and gentlemen, and welcome to ...

Sprouts Farmers Market (NasdaqGS:SFM) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsCurtis Valentine - CFOJack Sinclair - CEONick Konat - President and COOSusannah Livingston - VP of Investor RelationsConference Call ParticipantsChuck Cerankosky - Managing Director, Principal, and Research AnalystEdward Kelly - Managing Director and Senior Equity Research AnalystJohn Heinbockel - Managing Director and Senior Research AnalystKelly Bania - Managing Director and Senior Equity Research ...

Harmonic (NasdaqGS:HLIT) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsDavid Hanover - Investor Relations OfficerNimrod Ben-Natan - President and CEOTaran Katta - Equity Research AssociateWalter Jankovic - CFOConference Call ParticipantsRyan Koontz - Managing Director and Equity Research AnalystSimon Leopold - Managing Director and Senior Equity AnalystSteven Frankel - Director of Research and Senior Research AnalystOperatorWelcome to the fourth quarter and full year 2025 Harmonic ...

Sensata Technologies (NYSE:ST) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsAndrew Lynch - CFOJames Entwistle - Senior Director of Investor RelationsJoe Giordano - Managing DirectorJoseph Spak - Managing DirectorKosta Tasoulis - VP and Equity ResearchShreyas Patil - VP Equity ResearchStephan von Schuckmann - CEOSteven Fox - Founder and CEONone - Company RepresentativeConference Call ParticipantsLuke Junk - Senior Research AnalystMark Delaney - AnalystWamsi Mohan - Senior Equity An ...

GRAIL (NasdaqGS:GRAL) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsAaron Freidin - CFOAlex Dobbin - Director and Investor Relations ContactBob Ragusa - CEODoug Schenkel - Managing Director of Life Science Tools and DiagnosticsHarpal Kumar - Chief Scientific Officer and President of InternationalJoshua Ofman - PresidentSubbu Nambi - Managing DirectorConference Call ParticipantsCatherine Schulte - Senior Research AnalystDan Brennan - Senior Equity Research AnalystKyle Mixon - Diagno ...

Financial Data and Key Metrics Changes - In 2025, revenue grew to nearly $5.9 billion, marking a successful year with all three brands achieving positive sales and traffic growth [6] - Same-store sales increased by 4.9% for the full year, with traffic growth of 2.8% [14] - Consolidated average unit volume exceeded $8.4 million, with average weekly sales of over $166,000 at Texas Roadhouse [14] - For the fourth quarter of 2025, revenue growth was reported at 3.1%, driven by a 4% increase in average weekly sales [18] - Diluted earnings per share decreased by 26.1% to $1.28 in the fourth quarter [18] Business Line Data and Key Metrics Changes - Texas Roadhouse achieved average weekly sales of over $166,000, while Bubba's 33 and Jaggers reported average weekly sales of $122,000 and nearly $73,000, respectively [14] - The company opened 48 new restaurants in 2025, including 28 new store openings and the acquisition of 20 franchise locations [7] - The company plans to open approximately 35 company restaurant locations across three brands in 2026 [7] Market Data and Key Metrics Changes - The company experienced a 1.9% menu price increase planned for the second quarter of 2026 [8] - Commodity inflation guidance for 2026 is approximately 7%, with beef inflation accounting for nearly all expected commodity inflation [16] - Labor inflation is expected to remain at 3%-4% for 2026 [16] Company Strategy and Development Direction - The company aims to maintain its focus on legendary food and service while navigating commodity inflation challenges [8] - The rollout of the Digital Kitchen and upgraded Guest Management Systems is expected to enhance operational efficiency and customer experience [9] - The company is committed to expanding its restaurant base and enhancing guest experiences through technology and menu innovations [9][10] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that commodity inflation will continue to be a headwind but remains committed to long-term growth strategies [8] - The company is optimistic about its ability to drive top-line growth despite current cost pressures [15] - Management expressed confidence in the long-term strategy and the potential for continued success in the coming years [15] Other Important Information - The company ended 2025 with over $130 million in cash and generated over $730 million in cash flow from operations [15] - A 10% increase in the quarterly dividend was announced, bringing it to $0.75 per quarter [17] - The company raised over $40 million for local schools and nonprofit organizations through community initiatives [6] Q&A Session Summary Question: Impact of December sales slowdown - Management acknowledged that December's sales slowdown was influenced by weather conditions and resulted in a higher ratio of labor hours versus traffic [28][31] Question: Long-term beef inflation outlook - Management indicated that beef inflation is expected to remain a challenge, with no immediate relief anticipated [30][32] Question: Digital Kitchen rollout impact - The Digital Kitchen has improved operational efficiency, allowing for increased focus on to-go business [34][36] Question: Pricing strategy for 2026 - The company plans to implement a 1.9% menu price increase, with a focus on maintaining value for customers [40][41] Question: Tax refunds and consumer spending - Management noted that larger-than-expected tax refunds could potentially drive incremental consumption [46] Question: G&A guidance breakdown - The increase in G&A is primarily due to new long-term management equity grants and higher forecasted incentive compensation [80][82] Question: Handheld ordering system testing - The handheld ordering system is being refined and tested, with plans for broader implementation later in the year [59][60]