Knowles (NYSE:KN) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Company ParticipantsJohn Anderson - SVP and CFOSarah Cook - VP of Investor RelationsJeffrey Niew - President and CEOConference Call ParticipantsRobert Labick - Senior Equity Research AnalystAnthony Stoss - Senior Equity Research AnalystChristopher Rolland - Senior Equity Research AnalystTristan Gerra - Senior Equity Research AnalystOperatorThank you for standing by. My name is Eric, and I will be your conference operator today. At this tim ...

Norfolk Southern (NYSE:NSC) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Company ParticipantsBrian Ossenbeck - Managing DirectorChris Wetherbee - Managing Director and Head of Transportation and Shipping ResearchJonathan Chappell - Senior Managing Director of Transportation TeamJohn Orr - COOMark George - President and CEOJason Zampi - CFOLuke Nichols - Senior Director of Investor RelationsEd Elkins - Chief Commercial OfficerRicha Harnain - Director of Institutional Equity SalesConference Call Partici ...

MaxLinear (NasdaqGS:MXL) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Company ParticipantsKishore Seendripu - Co-Founder, Chairman, CEO, and PresidentSteve Litchfield - CFO and Chief Corporate Strategy OfficerLeslie Green - Investor RelationsConference Call ParticipantsDavid Williams - Equity Research AnalystKarl Ackerman - Senior Research AnalystTim Savageaux - AnalystQuinn Bolton - Equity Research AnalystAnanda Baruah - Research AnalystChristopher Rolland - Senior Equity Research AnalystSuji Desilva ...

Knowles (NYSE:KN) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Company ParticipantsJohn Anderson - SVP and CFOSarah Cook - VP of Investor RelationsJeffrey Niew - President and CEOConference Call ParticipantsRobert Labick - Senior Equity Research AnalystAnthony Stoss - Senior Equity Research AnalystChristopher Rolland - Senior Equity Research AnalystTristan Gerra - Senior Equity Research AnalystOperatorThank you for standing by. My name is Eric, and I will be your conference operator today. At this tim ...

Norfolk Southern (NYSE:NSC) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Company ParticipantsBrian Ossenbeck - Managing DirectorChris Wetherbee - Managing Director and Head of Transportation and Shipping ResearchJonathan Chappell - Senior Managing Director of Transportation TeamJohn Orr - COOMark George - President and CEOJason Zampi - CFOLuke Nichols - Senior Director of Investor RelationsEd Elkins - Chief Commercial OfficerRicha Harnain - Director of Institutional Equity SalesConference Call Partici ...

Western Union (NYSE:WU) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Company ParticipantsDevin McGranahan - CEOTom Hadley - VP of Investor RelationsRayna Kumar - Managing Director and Head of Fintech Equity ResearchJames Faucette - Managing DirectorWill Nance - VPTim Chiodo - Managing DirectorMatt Cagwin - CFOBryan Keane - Head of North America Payments Processors and IT Services ResearchDarrin Peller - Managing DirectorConference Call ParticipantsKartik Mehta - Research AnalystGus Galá - Senior Equit ...

Financial Data and Key Metrics Changes - VeriSign reported revenue of $419 million for Q3 2025, representing a 7.3% increase year-over-year [7] - Net income for the quarter was $213 million, compared to $201 million in Q3 2024, reflecting a year-over-year increase [7] - Diluted EPS increased to $2.27 from $2.07 a year ago, marking a 9.7% rise [7] - Operating cash flow was $308 million, while free cash flow reached $303 million, both up from $248 million in the same quarter last year [7] Business Line Data and Key Metrics Changes - The domain name base for .com and .net reached 171.9 million, up 1.4% year-over-year, with 10.6 million new registrations in the quarter [4] - The renewal rate for Q3 2025 is expected to be 75.3%, an increase from 72.2% a year ago, indicating improved customer retention [5][15] Market Data and Key Metrics Changes - The domain name base grew sequentially across three main regions, with the U.S. and EMEA showing the strongest growth [5] - The company anticipates a domain name base growth of 2.2% to 2.5% for the full year 2025 [5] Company Strategy and Development Direction - VeriSign continues to focus on enhancing registrar engagement and adapting marketing programs to improve domain name demand [9][10] - The company plans to roll out updated programs for 2026 based on feedback from registrars, aiming for higher quality and renewing names [31] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the positive trends observed in domain name registrations and renewals, attributing this to effective marketing strategies and favorable market conditions [9][10] - The company views AI as a significant driver for future growth, enhancing both registrations and DNS resolution services [22][24] Other Important Information - VeriSign returned $287 million to shareholders through dividends and share repurchases during the quarter [4] - The Board declared a cash dividend of $0.77 per share, payable on November 25, 2025 [6] Q&A Session Summary Question: Insights on domain name base trends and marketing programs - Management noted improvements in domain name base trends due to enhanced marketing programs and registrar engagement, with a cyclical shift contributing to growth [12][13] Question: Impact of Google AdSense changes - Management indicated that changes to Google AdSense have been part of a long-term trend, with minimal impact on their business model focused on domain resale rather than ad monetization [17][18] Question: AI's impact on the business - AI is positively influencing registrations and DNS services, with the company leveraging AI for domain name suggestions and operational efficiencies [21][22] Question: Marketing program effectiveness and spending - Management confirmed that marketing programs have contributed to growth, with adjustments made for 2026 based on registrar feedback [28][30] Question: Update on .web and new TLD auctions - The timeline for .web remains unchanged, with a final hearing scheduled for mid-November 2025, and ICANN's new gTLD round expected to open in Q2 2026 [40][51]

Western Union (NYSE:WU) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Company ParticipantsDevin McGranahan - CEOTom Hadley - VP of Investor RelationsRayna Kumar - Managing Director and Head of Fintech Equity ResearchJames Faucette - Managing DirectorWill Nance - VPTim Chiodo - Managing DirectorMatt Cagwin - CFOBryan Keane - Head of North America Payments Processors and IT Services ResearchDarrin Peller - Managing DirectorConference Call ParticipantsKartik Mehta - Research AnalystGus Galá - Senior Equit ...

Financial Data and Key Metrics Changes - VeriSign reported revenue of $419 million for Q3 2025, reflecting a 7.3% increase year-over-year [7] - Net income for the quarter was $213 million, compared to $201 million in Q3 2024, resulting in diluted EPS of $2.27, up from $2.07 a year ago [7] - Operating cash flow was $308 million, and free cash flow was $303 million, compared to $248 million in the same quarter last year [7][8] - The domain name base for .com and .net reached 171.9 million, up 1.4% year-over-year, with 10.6 million new registrations in the quarter [4][5] Business Line Data and Key Metrics Changes - The renewal rate for Q3 2025 improved to 75.3%, up from 72.2% a year ago, indicating stronger customer retention [5][16] - Net registrations added during the third quarter were 1.45 million names, supported by strong new registration volumes [4][5] Market Data and Key Metrics Changes - The domain name base grew sequentially across the three main regions, with the U.S. and EMEA showing the strongest growth [5][15] - The Asia Pacific region, including China, experienced growth but was not as strong as in the first half of 2025 [15] Company Strategy and Development Direction - The company plans to continue enhancing its marketing programs based on registrar feedback, aiming for higher quality and renewing names [33] - VeriSign expects domain name base growth to be between 2.2% and 2.5% for 2025, reflecting positive trends observed in the first three quarters [5][17] - The company is focused on leveraging AI to improve domain name suggestions and enhance DNS resolution services, which is expected to drive future growth [25][28] Management's Comments on Operating Environment and Future Outlook - Management noted that the improved domain name base trends are a result of effective marketing adjustments and favorable cyclical shifts [9][14] - The company anticipates continued strength in demand for domain names, particularly due to the increasing use of AI [25][28] Other Important Information - VeriSign returned $287 million to shareholders through dividends and share repurchases during the quarter [4][6] - The Board declared a cash dividend of $0.77 per share, payable on November 25, 2025 [6] Q&A Session Summary Question: Insights on domain name base trends and marketing programs - Management highlighted improvements in marketing programs and registrar engagement as key factors driving growth, with a positive response to 2026 program rollouts [12][14][15] Question: Impact of Google AdSense changes - Management indicated that changes to Google AdSense are part of a long-term trend and have minimal impact on their business model, focusing on domains intended for resale [18][19][20] Question: AI's impact on the business - Management noted that AI is positively influencing registrations and DNS services, with ongoing efforts to utilize AI for domain name suggestions and operational efficiencies [24][25][28] Question: Updates on .web and new TLD auctions - Management confirmed that the final hearing for .web is scheduled for mid-November 2025, and they are preparing for ICANN's new gTLD round expected to open in Q2 2026 [41][42][50]

MaxLinear (NasdaqGS:MXL) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Company ParticipantsKishore Seendripu - Co-Founder, Chairman, CEO, and PresidentSteve Litchfield - CFO and Chief Corporate Strategy OfficerLeslie Green - Investor RelationsConference Call ParticipantsDavid Williams - Equity Research AnalystKarl Ackerman - Senior Research AnalystTim Savageaux - AnalystQuinn Bolton - Equity Research AnalystAnanda Baruah - Research AnalystChristopher Rolland - Senior Equity Research AnalystSuji Desilva ...