Aeva (NYSE:AEVA) Q3 2025 Earnings Call November 05, 2025 05:00 PM ET Speaker0Thank you, and welcome everyone to Aeva's third quarter 2025 earnings conference call. Joining on the call today are Soroush Salehian, Aeva's Co-founder and CEO, and Saurabh Sinha, Aeva's CFO. Ahead of this call, we issued our third quarter 2025 press release and presentation, which we will refer to today and can be found on our investor relations website at investors.aeva.com. Please note that on this call, we will be making forwa ...

Joby Aviation (NYSE:JOBY) Q3 2025 Earnings Call November 05, 2025 05:00 PM ET Speaker2Music, and welcome to Joby Aviation's third quarter 2025 conference call and webcast. At this time, all participants are in a listen-only mode. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It's now my pleasure to introduce our host, Teresa Thuruthiyil, Head of Investor Relations for Joby Aviation. Teresa, please go ahead.Spe ...

Clearwater Analytics (NYSE:CWAN) Q3 2025 Earnings Call November 05, 2025 05:00 PM ET Speaker0Ladies and gentlemen, thank you for standing by, and welcome to the CWAM Third Quarter twenty twenty five Financial Results 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. And now I would like to welcome Kamil Milchariq, Head of Investor Relations, to begin the conference. You may proceed.Speaker1Thank you, and we ...

TKO Group Holdings (NYSE:TKO) Q3 2025 Earnings Call November 05, 2025 05:00 PM ET Speaker2Good afternoon, and thank you for attending the TKO Q3 2025 earnings call. My name is Matt, and I'll be the moderator for today's call. All lines will be muted during the presentation portion of the call for 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. I now have to pass the conference over to our host, Seth Zaslow, Head of Inv ...

Robinhood Markets (NasdaqGS:HOOD) Q3 2025 Earnings Call November 05, 2025 05:00 PM ET Speaker1Ladies and gentlemen, please take your seats. Our program is about to begin. Thank you to everyone for joining Robinhood's Q3 2025 earnings call, whether you're tuning into the live stream at home or here with us in person. With us today are Chairman and CEO Vlad Tenev, CFO Jason Warnick, SVP of Finance and Strategy and Treasurer Shiv Verma, and VP of Corporate Finance and Investor Relations Chris Kagle. Vlad and J ...

Qualcomm (NasdaqGS:QCOM) Q4 2025 Earnings Call November 05, 2025 04:45 PM ET Company ParticipantsAlex Rogers - President of Qualcomm Technology Licensing and Global AffairsAkash Palkhiwala - CFOMauricio Lopez-Hodoyan - VP of Investor RelationsCristiano Amon - CEOConference Call ParticipantsTimothy Arcuri - AnalystTal Liani - Research AnalystSamik Chatterjee - AnalystChris Caso - AnalystJoshua Buchalter - AnalystBen Reitzes - AnalystCJ Muse - AnalystStacy Rasgon - Senior AnalystOperatorLadies and gentlemen, ...

Qualcomm (NasdaqGS:QCOM) Q4 2025 Earnings Call November 05, 2025 04:45 PM ET Company ParticipantsAlex Rogers - President of Qualcomm Technology Licensing and Global AffairsAkash Palkhiwala - CFOMauricio Lopez-Hodoyan - VP of Investor RelationsCristiano Amon - CEOConference Call ParticipantsTimothy Arcuri - AnalystTal Liani - Research AnalystSamik Chatterjee - AnalystChris Caso - AnalystJoshua Buchalter - AnalystBen Reitzes - AnalystCJ Muse - AnalystStacy Rasgon - Senior AnalystOperatorLadies and gentlemen, ...

Financial Data and Key Metrics Changes - In Fiscal Q4, Qualcomm reported revenues of $11.3 billion and non-GAAP earnings per share (EPS) of $3, both exceeding the high end of guidance [5][15] - Fiscal 2025 non-GAAP revenues reached $44 billion, up 13% year-over-year, with record QCT annual revenues of $38.4 billion, reflecting a 16% year-over-year increase [5][18] - The company generated record free cash flow of $12.8 billion and returned nearly 100% to stockholders through repurchases and dividends [18] Business Line Data and Key Metrics Changes - QCT revenues were $9.8 billion, up 9% sequentially, driven by strong demand for Snapdragon-powered premium-tier Android handsets and automotive solutions [5][16] - QCT handset revenues increased by 14% year-over-year to $7 billion, reflecting increased demand for premium Android handsets powered by the Snapdragon 8 Elite Gen 5 platform [16] - QCT IoT revenues grew 7% year-over-year to $1.8 billion, driven by strength in industrial and networking products [16] - Automotive revenues surpassed $1 billion for the first time in a quarter, achieving 17% year-over-year growth [16] Market Data and Key Metrics Changes - Qualcomm's Snapdragon ecosystem saw significant engagement, with over 1,100 partners and tech influencers attending the Snapdragon Summit, generating over 547 million social media impressions [7][8] - The company debuted at 39 on the Interbrand Top 100 Global Brands list for 2025, reflecting the strength of Snapdragon [8] Company Strategy and Development Direction - Qualcomm is focused on expanding its presence in the automotive and IoT sectors, with a long-term revenue commitment of $22 billion by Fiscal 2029 [20][21] - The company aims to lead the expansion of AI to the edge and develop power-efficient cloud inferencing solutions [14][20] - Recent acquisitions, including Arduino, are intended to enhance Qualcomm's edge AI development platform [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving long-term revenue targets, citing strong demand for Snapdragon-powered devices and the expansion of the premium tier in the handset market [20][21] - The company anticipates a strong performance in the first fiscal quarter, with revenues expected to range from $11.8 billion to $12.6 billion [19] Other Important Information - A non-cash charge of $5.7 billion was recorded in Q4 due to the enactment of the One Big Beautiful tax bill, impacting GAAP results but excluded from non-GAAP metrics [16] - Qualcomm's strategy includes a disciplined approach to entering the data center market, focusing on competitive, power-efficient CPUs and architectures for inference workloads [26][27] Q&A Session Summary Question: Insights on the data center business and AI200/250 specs - Qualcomm is excited about the data center opportunity, focusing on competitive, power-efficient CPUs and a new architecture dedicated to inference [26][27] Question: Handset market visibility and share expectations - Qualcomm maintains a baseline assumption of 75% share with Samsung, with expectations for continued growth driven by the premium tier [30][32] Question: Revenue implications for the Humane engagement - Data center products are expected to start leading to a revenue ramp beginning in fiscal 2027, with material revenue anticipated earlier due to the Humane engagement [35] Question: Concerns about handset market share changes - Qualcomm is not guiding beyond the first quarter but expects strong business momentum to carry forward into the fiscal year [38] Question: Update on negotiations with Huawei for a license - Discussions with Huawei are ongoing, with no substantive updates available at this time [43] Question: Trends in non-Apple QCT revenue growth - The growth in non-Apple QCT revenue is driven by a mix shift towards premium devices and increased content per device [44][52]

Coty (NYSE:COTY) Q1 2026 Earnings Call November 05, 2025 04:45 PM ET Speaker1Hello everyone. Portion of Coty's first quarter fiscal 2026 earnings. On Thursday, November 6, 2025, at approximately 9:30 A.M. Eastern Time, or 3:30 P.M. Central European Time, we will hold a separate live Q&A session on our results, which you can access via our Investor Relations website. Joining me for our presentation are Sue Nabi, Coty's CEO, and Laurent Mercier, Coty's CFO. Before I hand the call over to Sue, I would like to ...

The Honest Company (NasdaqGS:HNST) Q3 2025 Earnings Call November 05, 2025 04:45 PM ET Speaker1Ladies and gentlemen, thank you for standing by, and welcome to The Honest Company's Third Quarter 2025 Earnings Conference Call. At this time, all participants are in the listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press Star 11 on your telephone. You will then hear an automated message advising your hand h ...