Exelixis (NasdaqGS:EXEL) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Company ParticipantsAakash Tewari - Global Head of Biopharmaceutical ResearchAndrew Peters - SVP of Strategy and Investor RelationsChris Senner - CFODana Aftab - EVP of Research and DevelopmentMike Morrissey - President and CEOP.J. Haley - EVP of CommercialSean Laaman - Executive DirectorConference Call ParticipantsAndy Hsieh - Biotech Equity Research AnalystAshwani Verma - Equity Research AnalystAsthika Goonewardene - Managing Dir ...

Zillow Group (NasdaqGS:Z) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Company ParticipantsBrad Berning - VP Strategic Affairs and Investor RelationsDae Lee - Equity Research VPJeremy Hofmann - CFOJeremy Wacksman - CEOMark Mahaney - Senior Managing DirectorNick Jones - Managing Director of Internet Equity ResearchRon Josey - Managing DirectorConference Call ParticipantsBrad Erickson - Internet Equity AnalystDan Kurnos - Equity Research AnalystJohn Colantuoni - Equity Research AnalystLloyd Walmsley - ...

Zillow Group (NasdaqGS:Z) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Company ParticipantsBrad Berning - VP Strategic Affairs and Investor RelationsJeremy Hofmann - CFOJeremy Wacksman - CEOMark Mahaney - Senior Managing DirectorNick Jones - Managing Director of Internet Equity ResearchRon Josey - Managing DirectorConference Call ParticipantsBrad Erickson - Internet Equity AnalystDan Kurnos - Equity Research AnalystJohn Colantuoni - Equity Research AnalystLloyd Walmsley - Managing Director and Senior ...

BlackLine (NasdaqGS:BL) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Company ParticipantsJeremy Ung - CTOMatt Humphries - SVP of Investor RelationsOwen Ryan - CEOPatrick Villanova - CFOConference Call ParticipantsAdam Hotchkiss - VP and Equity Research Analyst in Emerging SoftwareAlex Sklar - VP and Equity Research Analyst in Application SoftwareBilly Fitzsimmons - Equity Research AnalystChris Quintero - VP and Equity Research Analyst in SoftwareDaniel Jester - Senior Equity Research Analyst in US So ...

BlackLine (NasdaqGS:BL) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Company ParticipantsJeremy Ung - CTOMatt Humphries - SVP of Investor RelationsOwen Ryan - CEOPatrick Villanova - CFOConference Call ParticipantsAdam Hotchkiss - Equity Research AnalystAlex Sklar - Equity Research AnalystBilly Fitzsimmons - Equity Research AnalystChris Quintero - Equity Research AnalystDaniel Jester - Equity Research AnalystMatt Vendley - Equity Research AnalystPatrick Seuss - Equity Research AnalystPatrick Walravens ...

James Hardie Industries (NYSE:JHX) Q3 2026 Earnings call February 10, 2026 05:00 PM ET Company ParticipantsAaron Erter - CEOBrook Campbell-Crawford - Head of Cyclical Industrials ResearchDaniel Kang - Head of Basic Industrials and Australian Equities ResearchJon Skelly - President and GM in North America Building ProductsKeith Chau - Partner and Head of Basic Industrials ResearchKeith Hughes - Managing Director in Sell Side Equity ResearchPeter Steyn - Division Director and Managing DirectorPhilip Ng - Mana ...

James Hardie Industries (NYSE:JHX) Q3 2026 Earnings call February 10, 2026 05:00 PM ET Company ParticipantsAaron Erter - CEOBrook Campbell-Crawford - Head of Cyclical Industrials ResearchDaniel Kang - Head of Basic Industrials and Australian Equities ResearchJon Skelly - President and GM in North America Building ProductsKeith Chau - Partner and Head of Basic Industrials ResearchKeith Hughes - Managing Director in Sell Side Equity ResearchPeter Steyn - Division Director and Managing DirectorPhilip Ng - Mana ...

Edwards Lifesciences (NYSE:EW) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Company ParticipantsBernard Zovighian - CEODan Lippis - Global Leader of TAVRDaveen Chopra - Global Head for TMTT, Surgical, and IHFMGerianne Sarte - Senior VP of Investor RelationsScott Ullem - CFOConference Call ParticipantsDavid Roman - AnalystJoanne Wuensch - AnalystLarry Biegelsen - AnalystRobbie Marcus - AnalystTravis Steed - AnalystOperatorGreetings and welcome to Edwards Lifesciences fourth quarter 2025 results confer ...

Financial Data and Key Metrics Changes - Electromed achieved record revenue of $18.9 million for Q2 fiscal year 2026, representing a 16.3% year-over-year growth compared to $16.3 million in Q2 fiscal year 2025 [4][13] - Operating income increased by 42.4% year-over-year to $3.6 million, with operating income as a percentage of sales reaching 19% [5][15] - Net income rose by 40.3% to $2.8 million, or $0.32 per diluted share, compared to $2 million, or $0.22 per diluted share in the same quarter last year [5][16] - The company maintained a strong balance sheet with $13.8 million in cash and no debt [5][16] Business Line Data and Key Metrics Changes - Revenue from the direct home care business increased by 18.4% to $17.3 million, driven by an increase in direct sales representatives and higher revenue per representative [4][13] - Home care distributor revenue grew by 12.1% to $0.9 million [4][14] - Hospital revenue decreased by 9.4% to $0.7 million due to strategic prioritization of shipments to home patients [5][15] Market Data and Key Metrics Changes - The company executed 25 payer contracts in the first half of the fiscal year, adding 2.9 million covered lives to the existing 270 million [9][35] - Approximately 923,000 patients in the U.S. are diagnosed with bronchiectasis, with only 16% currently benefiting from high-frequency chest wall oscillation therapy [6][7] Company Strategy and Development Direction - Electromed's primary strategic opportunity lies in addressing the underserved bronchiectasis market, with a focus on raising awareness and educating healthcare providers [6][9] - The company launched the "Triple Down on Bronchiectasis" campaign to promote a comprehensive treatment approach [7][9] - The company is enhancing its sales organization, planning to increase the number of direct sales representatives from 58 to 61 by the end of the fiscal year [9][27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, highlighting the 13th consecutive quarter of revenue and profit growth [4][42] - The management noted that increased awareness of bronchiectasis among prescribing physicians is positively impacting sales [19][20] - The company anticipates a rebound in hospital demand in the coming quarters despite the current decline [5][19] Other Important Information - The company has implemented a Smart Order ePrescribe solution to improve order fulfillment efficiency, with over one-third of orders received through this platform in Q2 [10][11] - Electromed's operations are entirely U.S.-based, which helps mitigate tariff impacts and maintain competitive advantages [11][12] Q&A Session Summary Question: What contributed to the strong performance in the home care Medicare segment? - Management attributed the success to improved sales force execution and increased awareness of bronchiectasis among physicians [19][20] Question: How is the launch of Brinsupri impacting the business? - Management views Brinsupri as complementary to airway clearance, enhancing awareness of bronchiectasis and contributing to their sales growth [22][23] Question: What is the outlook for sales representative productivity as headcount increases? - Management expects productivity to stabilize within the $1 million-$1.1 million range per rep, accounting for training and relationship-building time for new hires [27][32] Question: Are there any significant trends in payer mix growth? - Management noted volatility in payer growth rates but did not identify significant trends favoring one payer type over another [34][35] Question: How often does the board revisit share buyback strategies? - The board continuously monitors cash position and share pricing to optimize share repurchase timing and value for shareholders [36][37]

Mattel (NasdaqGS:MAT) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Speaker8Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today. At this time, I would like to welcome everyone to the Mattel, Inc. Fourth Quarter 2025 Earnings Conference 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 that time, simply press star ...