Inseego (NasdaqGS:INSG) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker3Hello, and welcome to Inseego Corp.'s fourth quarter 2025 financial results conference call. Please note that today's event is being recorded. All participants today will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity for Q&A. To ask a question, please press star, then one on your t ...

Prothena (NasdaqGS:PRTA) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAlexa Deemer - Biotechnology Equity Research AssociateBrandon Smith - COOChad Swanson - Chief Development OfficerGene Kinney - President and CEOMark Johnson - VP and Head of Investor RelationsNevin Jacob - Associate in Equity ResearchPhil Dolan - VP of Discovery ResearchTran Nguyen - Chief Strategy Officer and CFOConference Call ParticipantsJason Butler - Managing Director and Senior Biotechnology Equity Researc ...

Ardelyx (NasdaqGM:ARDX) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAllison Arfstrom - Consumer Equity ResearchAydin Huseynov - Managing Director and Equity ResearchCaitlin Lowie - VP of Corporate Communications and Investor RelationsEric Foster - Chief Commercial OfficerJennifer Jia - Biotech Equity ResearchJulian Harrison - Managing DirectorLaura Chico - Managing Director and Equity ResearchLaura Williams - Chief Patient Officer and Interim Chief Medical OfficerMike Raab - CEOS ...

Tandem Diabetes Care (NasdaqGM:TNDM) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsJoanne Wuensch - Managing DirectorJohn Sheridan - President and CEOJon Block - Managing DirectorLeigh Vosseller - EVP and CFOMathew Blackman - Managing DirectorMatt Taylor - Managing DirectorMike Kratky - Senior Managing Director of Medical Devices and Technology Equity ResearchShaymus Contorno - Equity Research AssociateSusan Morrison - EVP and Chief Administrative OfficerTravis Steed - Managing Dir ...

Weave Communications (NYSE:WEAV) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsBrett White - CEOJason Christiansen - CFOMark Schappel - Managing DirectorMatthew Kikkert - Equity Research AssociateMoriah Shilton - Investor Relations ExecutivesConference Call ParticipantsAlex Sklar - AnalystHannah Rudoff - Software Equity Research AnalystOperatorGreetings, and welcome to Weave's fourth quarter and full year 2025 financial results and conference call. At this time, all participants ar ...

Prothena (NasdaqGS:PRTA) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAlexa Deemer - Biotechnology Equity Research AssociateBrandon Smith - COOChad Swanson - Chief Development OfficerGene Kinney - President and CEOMark Johnson - VP and Head of Investor RelationsNevin Jacob - Associate in Equity ResearchPhil Dolan - VP and Head of Discovery ResearchTran Nguyen - Chief Strategy Officer and CFOConference Call ParticipantsJason Butler - Managing Director and Senior Biotechnology Equit ...

Five9 (NasdaqGM:FIVN) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAmit Mathradas - CEOAndy Dignan - PresidentArjun Bhatia - Co-Group Head of Technology, Media, and CommunicationsBryan Lee - CFOClark Wright - Senior Research AssociateMike Burkland - ChairmanPeter Levine - Managing DirectorSamad Samana - Managing DirectorYanni Samoilis - Equity Research AssociateNone - Company RepresentativeConference Call ParticipantsCatharine Trebnick - Senior Research Analyst for Cloud Communica ...

Financial Data and Key Metrics Changes - In Q4, the company achieved $63.4 million in total revenue, reflecting a 17% year-over-year growth, with gross margin reaching a record 73.3% [20][21] - For the full year, total revenue grew 17% to $239 million, and gross margin expanded to 72.7%, up 80 basis points from the previous year [30] - Operating income for Q4 was $2.3 million, representing an operating margin of 3.6%, an improvement of 30 basis points year-over-year [23] Business Line Data and Key Metrics Changes - Weave Payments grew at more than twice the rate of total revenue in 2025, driven by new capabilities like automated payment reminders and bulk collections [16] - The specialty medical vertical became the second-largest by location count, with significant growth in Q4, adding more locations than any previous quarter [16] Market Data and Key Metrics Changes - The company has expanded its estimated total addressable market (TAM) by approximately $7 billion to an estimated $22 billion following the acquisition of TrueLark [19] - The dental market remains a key focus, with Weave being endorsed by the American Dental Association, providing access to 160,000 members [20] Company Strategy and Development Direction - The company aims to enhance patient experiences through a unified platform that reduces administrative burdens for healthcare professionals [5][6] - Weave is focusing on AI-powered solutions to automate workflows, thereby improving operational efficiency and customer retention [9][10] - The acquisition of TrueLark is seen as a foundational step in enhancing AI receptionist capabilities, addressing staffing challenges in practices [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sustainability of revenue growth and margin expansion, highlighting the importance of ongoing investments in innovation [17][30] - The company anticipates strong growth in specialty medical and mid-market sectors, with expectations for continued momentum in 2026 [31][32] Other Important Information - The company ended Q4 with $81.7 million in cash and short-term investments, reflecting strong liquidity [23] - Free cash flow for the full year was $12.9 million, representing a 24% year-over-year growth [24] Q&A Session Summary Question: Can you elaborate on the CareCredit integration? - The CareCredit partnership opens avenues for capturing volumes that would otherwise flow through CareCredit, enhancing payment solutions for customers [35][36] Question: What are the growth expectations across different subverticals for 2026? - Management anticipates strong growth across specialty medical and mid-market sectors, with specialty medical expected to lead due to recent marketing efforts and integrations [37][38] Question: How do you plan to monetize the new AI capabilities? - The company is exploring whether to price new functionalities as additional modules or include them in existing bundles, confident in the ability to monetize the value delivered [42][43] Question: Have churn rates stabilized in older specialty medical cohorts? - Churn rates have shown improvement, returning to historical levels, with ongoing integrations contributing to this stabilization [44][45] Question: What are the investment and hiring priorities for the coming year? - The company prioritizes investments in product and engineering, particularly in AI and telephony, alongside adjustments in the go-to-market strategy for efficiency [52][54] Question: How does Weave differentiate its AI capabilities from competitors? - Weave's unique advantages include ownership of the telephony stack, deep industry-specific workflows, and the ability to retain context across interactions, setting it apart from competitors [56][58]

Guardant Health (NasdaqGS:GH) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAmirAli Talasaz - Co-CEOCasey Woodring - Vice President of Equity ResearchDaniel Markowitz - VPEric Hershey - VP of Investor RelationsHelmy Eltoukhy - Co-CEOJack Meehan - Partner- Life Science Tools & DiagnosticsLuke Sergott - Director of Healthcare Equity ResearchMike Bell - CFOConference Call ParticipantsAndrew Brackmann - Research AnalystBill Bonello - Senior Research AnalystDan Leonard - Managing Direct ...

Savers Value Village (NYSE:SVV) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAlexia Morgan - Assistant VP of Equity ResearchBrooke Roach - Managing Director of Equity ResearchJubran Tanious - COOMark Walsh - CEOMichael Maher - CFOConference Call ParticipantsAnthony Chukumba - Managing Director, Senior Research Analyst, and Consumer Sector HeadBob Drbul - Managing Director and Consumer Retail AnalystDylan Carden - Research AnalystJeremy Hamblin - Senior Research AnalystMark Altschw ...