Veru (NasdaqCM:VERU) Q1 2026 Earnings call February 11, 2026 08:00 AM ET Company ParticipantsGary Barnette - Chief Scientific OfficerMichele Greco - CFO and Chief Administrative OfficerMitchell Steiner - Chairman, CEO, and PresidentRohan Mathur - Biopharma Equity Research AssociateSam Fisch - Executive Director of Investor Relations and Corporate CommunicationsConference Call ParticipantsEdward Nash - Managing Director and Senior Biotechnology AnalystOperatorThis event is being recorded. I would now like to ...

O-I Glass (NYSE:OI) Q4 2025 Earnings call February 11, 2026 08:00 AM ET Company ParticipantsAnojja Shah - Equity Research DirectorChris Manuel - VP of Investor RelationsGordon Hardie - CEOJohn Haudrich - CFOKyle Benvenuto - Equity Research AssociateMike Roxland - Managing DirectorConference Call ParticipantsArun Viswanathan - Senior Equity AnalystBryan Burgmeier - Equity Research AnalystGabe Hajde - Research AnalystGhansham Panjabi - Senior Research AnalystPaco Ruiz - Senior Equity AnalystOperatorIt is now ...

Avantor (NYSE:AVTR) Q4 2025 Earnings call February 11, 2026 08:00 AM ET Company ParticipantsBrandon Couillard - Managing DirectorBrent Jones - EVP and CFOChris Fidyk - VP of Investor RelationsEmmanuel Ligner - President and CEOMichael Ryskin - Managing DirectorPaul Knight - Managing DirectorVijay Kumar - Senior Managing DirectorConference Call ParticipantsCasey Woodring - VP and Equity Research AnalystDan Brennan - Senior Equity Research Analyst and Managing DirectorLuke Sergott - Director and Healthcare Eq ...

Financial Data and Key Metrics Changes - The company reported adjusted EPS of $17.14 for 2025, exceeding initial guidance of approximately $16.25 [17] - The full-year insurance segment benefit ratio was 90.4%, slightly better than guidance [18] - For 2026, the company expects full-year adjusted EPS of at least $9, with a year-over-year decline anticipated due to a stars headwind [19] Business Line Data and Key Metrics Changes - The company experienced approximately 1 million member growth, or 20%, during the Annual Enrollment Period (AEP) [8] - Retention rate improved by over 500 basis points year-over-year, with over 70% of new sales coming from switches from competitor plans [9] - The company expects individual Medicare Advantage (MA) membership growth of approximately 25% for full year 2026 [10] Market Data and Key Metrics Changes - The company absorbed approximately 12% of members impacted by competitor plan exits, which is less than its market share [9] - Nearly 30% of new sales were bounce-back members, indicating a positive mix of new sales [9] Company Strategy and Development Direction - The company remains committed to a consumer-centric strategy, focusing on maximizing customer lifetime value and member retention [6] - Plans are designed to be priced for sustainable margins, moving away from loss leader strategies [8] - The company is expanding its Medicaid and CenterWell footprint, with Medicaid now spanning 13 states [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the operational capacity to absorb growth and maintain quality care for members [10] - The company is adapting to the funding environment and expects to unlock earnings potential by 2028 [15] - Management acknowledged the challenges posed by the Advance Rate Notice but emphasized a commitment to protect consumers [15] Other Important Information - The company is focused on capital efficiency and plans to fund membership growth and strategic acquisitions while maintaining credit ratings [24] - A new President of Medicare Advantage, Aaron Martin, joined the company, bringing extensive healthcare experience [16] Q&A Session Summary Question: Can you expand on the level of earnings outside of MA underwriting? - Management indicated that earnings associated with CenterWell will contribute positively, with significant tailwinds expected from new membership [30] Question: How is the typical progress of margins for new members over time? - Management noted that margins typically improve significantly from year one to year two, with ongoing improvements expected in subsequent years [35] Question: What are the expectations for 2026 compared to Investor Day? - Management highlighted that the biggest difference is the embedded conservatism in their numbers, leading to a broader haircut in guidance [45] Question: How did the D-SNP membership growth compare to expectations? - The absolute number of new D-SNP members exceeded expectations, although the percentage growth was slightly lower [48] Question: What is the impact of the stars headwind on margins? - Management explained that the stars headwind affects both new and existing members, with similar margins expected for both cohorts [32] Question: How will the company adjust to the rate notice? - Management stated that they will adapt to the final rate notice and advocate for appropriate funding levels [59]

Oatly Group (NasdaqGS:OTLY) Q4 2025 Earnings call February 11, 2026 08:00 AM ET Company ParticipantsBrian Kearney - VP of Investor RelationsDaniel Ordoñez - Global President and COOJean-Christophe Flatin - CEOJohn Baumgartner - Managing Director of Equity ResearchKaumil Gajrawala - Managing DirectorMarie-José David - CFOMax Gumport - Director of Equity ResearchConference Call ParticipantsSamu Wilhelmsson - Credit Research AnalystJean-Christophe FlatinPlease note this event is being recorded. I would now lik ...

Financial Data and Key Metrics Changes - RADCOM achieved a record revenue of $71.5 million for 2025, reflecting a 17.2% year-over-year growth, exceeding the guidance of 15%-18% [6][24] - GAAP earnings per share increased by over 65% year-over-year, with net income reaching a record $18.4 million, or $1.09 per diluted share [6][24] - The company reported a gross margin of 76.8% for 2025, up from 75.2% in 2024, and an operating margin of 20.6%, compared to 15.6% in the previous year [24][26] Business Line Data and Key Metrics Changes - In Q4 2025, RADCOM's revenue was $18.9 million, up 16% year-over-year, with a gross margin of 77.6%, the highest since 2018 [22][24] - Operating income for Q4 reached $4.3 million, with an operating margin of 23%, the highest in eight years [22] - R&D expenses for Q4 were $4.9 million, reflecting a 16.2% year-over-year increase, indicating a focus on innovation and product development [23] Market Data and Key Metrics Changes - A GSMA survey indicated that 71% of operators plan to implement agentic AI in 2025, highlighting a significant market opportunity for RADCOM [10] - The demand for AI-driven solutions is reshaping network priorities, with operators increasingly integrating AI across network layers to optimize capacity and efficiency [11] Company Strategy and Development Direction - RADCOM aims to expand its customer base, particularly targeting new Tier 1 customers, to drive the next phase of profitable growth [8] - The company is committed to maintaining a disciplined focus on technology advancement, particularly in 5G service assurance and agentic AI capabilities [9][19] - Strategic partnerships with NVIDIA and ServiceNow are being deepened to enhance product offerings and market presence [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving revenue growth of 8%-12% in 2026, driven by both new business and expansion within the existing customer base [8][19] - The strong balance sheet is viewed as a strategic advantage, allowing continued investment in product innovation and R&D while maintaining profitability [9][20] - The company recognizes the challenges and opportunities presented by AI and is focused on delivering solutions that reduce the total cost of ownership for operators [20] Other Important Information - RADCOM's cash and short-term deposits reached a record $109.9 million, with no debt, reflecting strong cash flow management [6][26] - The board appointed Rami Schwartz as chairman, effective February 2026, to support the company's growth strategy [17][18] Q&A Session Summary Question: How should RADCOM think about capital allocation in 2026, especially regarding M&A? - Management indicated that M&A remains the first priority and is being actively pursued [29] Question: Any changes in the guidance philosophy and assumptions for the 2026 guidance? - Management believes they are in the second half of the sales cycle and set guidance at 8%-12%, assuming closures in the first half of the year [30] Question: What are the key drivers for expanding business with existing customers like AT&T? - Management highlighted that agentic AI and unique datasets are driving opportunities for expansion with existing customers [35] Question: How critical is the agentic AI element for breaking into accounts? - Management stated that both analytic capabilities and agentic AI are important for driving opportunities and expanding customer relationships [37]

Humana (NYSE:HUM) Q4 2025 Earnings call February 11, 2026 08:00 AM ET Company ParticipantsAJ Rice - Managing DirectorBen Hendrix - VPCeleste Mellett - CFODavid Dintenfass - President of Enterprise GrowthElizabeth Anderson - Senior Managing DirectorGeorge Renaudin - President of Medicare and MedicaidJim Rechtin - President and CEOLance Wilkes - Managing DirectorLisa Stoner - VP of Investor RelationsWhit Mayo - Senior Managing DirectorConference Call ParticipantsAnn Hynes - Managing Director and Senior Health ...

Royalty Pharma (NasdaqGS:RPRX) Q4 2025 Earnings call February 11, 2026 08:00 AM ET Company ParticipantsAsh Verma - Executive Director of SMID Biotech and BiopharmaChris Hite - EVP and Vice ChairmanChristopher Schott - Managing DirectorGeoff Meacham - Managing DirectorGeorge Grofik - SVP and Head of Investor RelationsMarshall Urist - EVP and Head of Research and InvestmentsMike Nedelcovic - Director of Equity ResearchPablo Legorreta - CEO and Chairman of the BoardTerry Coyne - EVP and CFOUmer Raffat - Senior ...

Humana (NYSE:HUM) Q4 2025 Earnings call February 11, 2026 08:00 AM ET Speaker13Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Lisa Stoner, Vice President of Investor Relations. Please go ahead.Thank you and good morning. I hope everyone had a chance to review our press release and prepared remarks, which are available on our website. We will begin this morning with brief remarks from Jim Rechtin, Humana's President and Chief E ...

Parsons (NYSE:PSN) Q4 2025 Earnings call February 11, 2026 08:00 AM ET Speaker2Please note that today's conference is being recorded. I will now hand the conference over to your speaker host for today, Dave Spille, Vice President of Investor Relations. Please go ahead.Speaker1Thank you. Good morning, and thank you for joining us today to discuss our fourth quarter and fiscal year 2025 financial results. Please note that we provided presentation slides on the Investor Relations section of our website. On the ...