VistaGen Therapeutics (NasdaqCM:VTGN) Q3 2026 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsJoshua Prince - COOMark McPartland - Senior Vice President, Investor RelationsNick Tressler - CFOShawn K. Singh - President and CEOConference Call ParticipantsAndrew Fein - Managing Director and Senior Biotechnology AnalystMyles Minter - Biotech Equity Research AnalystNone - AnalystOperatorGood day, everyone. Thank you for standing by. Welcome to the Vistagen Therapeutics Fiscal Year 2026, third qua ...

Fortune Brands Innovations (NYSE:FBIN) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsCurt Worthington - VP of Finance and Investor RelationsJon Baksht - CFONick Fink - CEOPhil Ng - Managing DirectorStephen Kim - Senior Managing Director and Head of the Housing Research TeamSusan Kilsby - Non-Executive Chair of the BoardConference Call ParticipantsJohn Lovallo - Managing Director and Senior Equity AnalystMatthew Bouley - Director and Senior Equity Research AnalystMichael Rehaut - Ma ...

Financial Data and Key Metrics Changes - The company reported record total revenues of $219.0 million for the full year 2025, a 22% increase from $179.5 million in 2024, and Q4 revenues of $62.4 million, up 25% year-over-year from $50.1 million [15][19] - Gross margin for Q4 was 77%, and operating margin was 24%, while for the full year, gross margin was 76% and operating margin was 21%, exceeding previous long-term targets [19][23] - Earnings per share (EPS) for the full year was $0.94, reflecting a 12% growth from $0.84 in the prior year [21] Business Line Data and Key Metrics Changes - Platform revenue for Q4 was $52.5 million, up 20% year-over-year, while volume-based revenue was $9.9 million, up 58% [16] - For the full year, platform revenue was $181.0 million, a 15% increase, and volume-based revenue was $38 million, up 70% year-over-year [17] - Recurring revenue for Q4 was $61.1 million, up 62% year-over-year, and for the full year, it was $205.1 million, a 41% increase [17] Market Data and Key Metrics Changes - The semiconductor industry is projected to exceed $1 trillion in revenue, with increasing complexity in manufacturing processes driving demand for AI-driven collaboration [4][12] - The company anticipates continued growth in 2026, consistent with a long-term target of 20% CAGR, driven by increased customer activity across various segments [12][23] Company Strategy and Development Direction - The company aims to evolve from an analytics platform provider to an AI-driven collaboration platform, enhancing its offerings to meet the needs of customers in the semiconductor industry [5][11] - Strategic acquisitions, such as secureWISE, and partnerships with companies like SAP are integral to expanding the company's capabilities and market reach [7][18] - The focus for the next phase includes establishing orchestration, analytics, and data components across the industry [11][23] Management's Comments on Operating Environment and Future Outlook - Management highlighted the accelerating need for AI-driven collaboration in the semiconductor industry, with expectations for increased customer activity in 2026 [12][23] - The company is optimistic about launching advanced memory solutions and expanding its eProbe machine installations, anticipating nearly doubling the number in the field [12][23] - Management expressed confidence in achieving revenue growth consistent with long-term targets, even without inorganic growth contributions [13][23] Other Important Information - The company ended 2025 with a backlog of $254 million and generated positive operating cash flow of approximately $24 million [18][22] - Capital expenditures for 2025 were approximately $33 million, primarily related to DirectScan systems, with expectations for similar spending in 2026 [22] Q&A Session Summary Question: Clarification on DirectScan systems shipped - The company confirmed that four DirectScan systems were shipped in 2025, with a total of six currently in the field [30] Question: CapEx spending and future expectations - Management indicated that CapEx spending in 2026 is expected to be managed evenly throughout the year, with potential variations [38] Question: SAP relationship and expectations - The company continues to see increased needs for orchestration and expects to build on its partnership with SAP to enhance customer engagement [42][44] Question: Balance sheet and debt levels - Management expressed comfort with current debt levels, indicating a focus on balancing CapEx spending while gradually paying down debt [46][49] Question: Revenue methodology and growth expectations - The company provided insights into its new revenue categorization, emphasizing the importance of volume-based revenue and cross-selling opportunities with secureWISE [52][56]

Federal Realty Investment Trust (NYSE:FRT) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsDaniel Guglielmone - CFODonald Wood - CEOGreg McGinniss - DirectorJeff Kreshek - President, West CoastJill Sawyer - Senior VP of Investor RelationsWendy Seher - President and COO, Eastern RegionNone - Company RepresentativeConference Call ParticipantsAlexander Goldfarb - AnalystAndrew Reilly - AnalystCooper Clark - AnalystCraig Mailman - Director and Equity Research AnalystFloris van Dijkum - A ...

Ryan Specialty Group (NYSE:RYAN) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsAndrew Kligerman - Managing DirectorBrian Meredith - Managing DirectorElyse Greenspan - Managing DirectorJanice Hamilton - CFOMatthew Heimerman - Managing DirectorMeyer Shields - Managing DirectorMiles Wuller - CEO of Underwriting ManagersPat Ryan - Founder and Executive ChairmanRob Cox - VP of Equity ResearchTim Turner - CEOConference Call ParticipantsAlex Scott - Equity Research AnalystOperatorGood aft ...

Nu Skin Enterprises (NYSE:NUS) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsB.G. Hunt - VP of Treasurer and Investor RelationsDave Storms - Director of Equity ResearchJames Thomas - CFORyan Napierski - President and CEOOperatorGood day, and thank you for standing by. Welcome to the Q4 2025 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, please press star one ...

HA Sustainable Infrastructure Capital (NYSE:HASI) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsAaron Chew - SVP of Investor RelationsCharles Melko - CFODavis Sunderland - Senior Research AssociateJeff Lipson - President and CEOMarc Pangburn - Chief Revenue and Strategy OfficerPraneet Satish - Equity Research AssociateSusan Nickey - Chief Client OfficerConference Call ParticipantsBrian Lee - Clean Technology AnalystChris Dendrinos - Director and Senior US Clean Energy AnalystJeff O ...

Yelp (NYSE:YELP) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsDavid Schwarzbach - CFOJed Nachman - COOJeremy Stoppelman - CEOJosh Willis - Investor Relations ManagerKishan Patel - Senior Equity Research AssociateNitin Bansal - VP of Equity ResearchRobert Coolbrith - Internet Equity ResearchConference Call ParticipantsJason Kreyer - Senior Research AnalystOperatorThank you for standing by. At this time, I would like to welcome everyone to today's Q4 2025 Yelp Incorporated Earnings ...

Corsair Gaming (NasdaqGS:CRSR) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsDavid Pasquale - VP of Investor RelationsDoug Creutz - Managing DirectorDrew Crum - Managing DirectorGordon Mattingly - CFOMatthew McCartney - Senior Equity Research AssociateThi La - CEOConference Call ParticipantsAaron Lee - Senior Research AnalystAnthony Stoss - Senior Research AnalystOperatorGood afternoon, and welcome to Corsair Gaming's Fourth Quarter and Full Year 2025 earnings conference call. As a ...

Dutch Bros (NYSE:BROS) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsAndrew Charles - Managing DirectorAndy Barish - Managing DirectorBrian James Harbour - Executive DirectorChristine Barone - CEO and PresidentChristine Cho - VPChristopher O'Cull - Managing DirectorDavid Tarantino - Director of ResearchDennis Geiger - Executive DirectorGregory Francfort - Managing DirectorJeffrey Farmer - Managing DirectorJohn Ivankoe - Managing DirectorJon Tower - Director of Equity ResearchJosh G ...