Amazon (NasdaqGS:AMZN) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAndy Jassy - CEOBrian Nowak - Managing DirectorBrian Olsavsky - CFODave Fildes - VP of Investor RelationsDoug Anmuth - Head of US Internet Equity ResearchEric Sheridan - Partner and Managing DirectorMark Mahaney - Senior Managing DirectorConference Call ParticipantsMichael Morton - Senior Research AnalystRoss Sandler - Managing Director and Senior Equity Research AnalystOperatorThank you for standing by. Good day, ...

Microchip (NasdaqGS:MCHP) Q3 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsBlayne Curtis - Managing Director and Equity ResearchChris Casso - Managing DirectorEric Bjornholt - CFOHarlan Sur - Managing DirectorJames Schneider - PresidentMatthew Prisco - VP in Equity ResearchMatthias Kaestner - VP of Networking and Connectivity Business UnitsSteve Sanghi - Executive ChairConference Call ParticipantsJoseph Moore - Semiconductor Industry AnalystVijay Rakesh - Senior Technology and Semicon ...

News Corp (NasdaqGS:NWS) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsEntcho Raykovski - Managing Director and Media & TelcoLavanya Chandrashekar - CFOMichael Florin - Head of Investor RelationsRobert Thomson - CEOConference Call ParticipantsCraig Huber - Equity Research AnalystDavid Joyce - Senior Equity Analyst of Media SectorDavid Karnovsky - Executive Director and Senior Research AnalystOperatorWelcome to News Corp's Second Quarter Fiscal 2026 Earnings Conference Call. Today's ...

Financial Data and Key Metrics Changes - The company reported Core FFO per share of $1.86 for Q4 2025 and $7.39 for the full year, representing a 10% increase over 2024 [5][25] - Core FFO per share grew by 8% year-over-year in Q4 2025, reflecting strong core growth and continued growth in fee income [20][25] - Same capital cash NOI growth was 8.6% year-over-year in Q4, driven by an 8.2% increase in data center revenue [26] Business Line Data and Key Metrics Changes - The company signed over $1 billion in new leases for the second consecutive year, with bookings of $1.2 billion in 2025, nearly 70% above the average of the previous five years [9][20] - The 0-1 MW-plus interconnection product set posted nearly $340 million in bookings, a record and 35% higher than 2024 levels [9][20] - The greater-than-1 MW category saw $78 million in bookings, with pricing remaining strong at over $180 per kilowatt [22] Market Data and Key Metrics Changes - Demand for data center capacity remained robust, particularly in the Americas, which accounted for 65% of bookings in Q4 [21] - The company expanded its footprint in the APAC region, entering Indonesia and acquiring a highly connected data center in Malaysia [12][78] - The total backlog reached a record of nearly $1.4 billion at year-end, reflecting strong data center fundamentals [23] Company Strategy and Development Direction - The company focuses on a global, full-spectrum, and connectivity-rich platform, emphasizing operational excellence and disciplined capital allocation [8] - The strategy includes expanding into emerging markets and enhancing interconnection capabilities to support AI and cloud demands [12][78] - The company aims to deliver AI-ready infrastructure in tier-one metros, addressing the growing demand for AI inference workloads [11][16] Management's Comments on Operating Environment and Future Outlook - Management noted that data centers have gained prominence due to accelerated AI adoption and cloud platform scaling, with power becoming a primary constraint [7][8] - The outlook for 2026 anticipates continued growth in cloud and AI demand, with expectations for total revenue and Adjusted EBITDA growth of over 10% [33] - Management highlighted the importance of securing power capacity and maintaining a strong track record of on-time delivery to meet customer needs [17][66] Other Important Information - The company raised EUR 1.4 billion in a dual tranche green Eurobond offering to support its growth strategy [30] - The balance sheet remains robust with nearly $7 billion in liquidity and approximately $15 billion in dry powder for hyperscale data center development [31] - The company plans to enhance its reporting metrics to focus more on power-based metrics, aligning with how the business is managed [26] Q&A Session Summary Question: Insights on hyperscaler activity and bookings - Management noted a significant increase in hyperscaler demand, particularly in Northern Virginia, Charlotte, Atlanta, and Dallas, with customers looking further out for power capacity [36][38] Question: Context around AI inference scaling - Management indicated that both hyperscale and enterprise businesses are seeing increased demand for AI-related infrastructure, with a notable rise in enterprise AI use cases [41][42] Question: Impact of industry capacity growth on bookings - Management expressed confidence in continued strong demand despite upcoming industry capacity growth, emphasizing their proactive development strategy [65][67] Question: Disconnect between public and private data center valuations - Management discussed the importance of asset mix in valuation discrepancies and highlighted their strategy to leverage both private and public capital for growth [69][72] Question: Investments in new markets - Management explained their strategy of acquiring highly connected assets in emerging markets like Malaysia and Indonesia, focusing on interconnection capabilities [77][78]

Financial Data and Key Metrics Changes - QuinStreet reported total revenue of $287.8 million for fiscal Q2, with adjusted net income of $14 million or $0.24 per share, and adjusted EBITDA of $21 million [9][10] - The company expects total revenue for fiscal Q3 to be between $330-$340 million and total adjusted EBITDA to be between $26.5-$30.5 million [8][15] - Full fiscal year 2026 revenue is projected to be between $1.25-$1.3 billion, with adjusted EBITDA between $110-$115 million [8][15] Business Line Data and Key Metrics Changes - The financial services vertical represented 75% of Q2 revenue, declining 1% year-over-year to $216.8 million, while auto insurance grew 6% sequentially [9][10] - Home services, representing 25% of Q2 revenue, grew 13% year-over-year to $71 million, with expectations of continued double-digit growth [4][10] - The acquisition of HomeBuddy is expected to enhance the home services vertical, which is projected to grow significantly due to its unique product offerings [5][11] Market Data and Key Metrics Changes - Auto insurance demand remained strong, with sequential performance exceeding historical seasonality trends [4] - The home services market is estimated to spend over $70 billion on marketing, with QuinStreet currently serving less than 1% of this market [11] - The company anticipates a return to a normalized growth rate of 10%-20% year-over-year in the auto insurance sector [29] Company Strategy and Development Direction - QuinStreet is focused on expanding its product, market, and media footprints, particularly through the integration of AI technologies [6][7] - The company aims to achieve a 10% quarterly adjusted EBITDA margin this fiscal year, driven by higher-margin products and operational efficiencies [14][46] - The acquisition of HomeBuddy is seen as a strategic move to enhance capabilities in the home services market and leverage cross-selling opportunities [5][39] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term revenue growth and margin performance, citing strong client fundamentals and marketplace conditions [4][7] - The company views AI as a significant opportunity rather than a threat, believing it will enhance their business model and competitive advantage [19][24] - Management noted that the current macro environment presents challenges but also opportunities for growth in financial services, particularly in personal loans and credit cards [58][60] Other Important Information - QuinStreet closed the quarter with $107 million in cash and equivalents and no bank debt, indicating a strong financial position [10] - The company has a disciplined approach to capital allocation, prioritizing investments in new products, accretive acquisitions, and share repurchases [13] Q&A Session Summary Question: Traffic trends and AI impact - Management reported only positive traffic trends, with no negative impacts observed, and emphasized the opportunities created by AI in their campaigns [18][19] Question: Auto insurance spending trends - Management noted strong engagement and interest from auto insurance carriers, with expectations of a return to normalized growth rates [29][30] Question: HomeBuddy cross-sell opportunities - Management highlighted the significant cross-sell potential in media and unique products from HomeBuddy, which will enhance their home services offerings [35][39] Question: R&D initiatives and growth - Management discussed ongoing R&D initiatives that are tracking well and expected to contribute significantly to revenue and profitability [40][44] Question: Growth in financial services verticals - Management indicated a good environment for financial services, with strong demand in personal loans and credit cards, despite some macroeconomic pressures [58][60]

SS&C Technologies (NasdaqGS:SSNC) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAlexei Gogolev - Executive DirectorBill Stone - Chairman and CEOBrian Schell - CFODan Perlin - Managing DirectorJustine Stone - Head of Investor RelationsPeter Heckmann - Managing DirectorRahul Kanwar - President and COOConference Call ParticipantsJeff Schmitt - Research AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Colby, and I'll be your conference operator today. At this ...

Hub Group (NasdaqGS:HUBG) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsGarrett Holland - SVP of Investor RelationsKevin Beth - CFOPhil Yeager - President, CEO, and Vice ChairmanOperatorHello, and welcome to the Hub Group Preliminary Q4 and Full Year 2025 Results Conference Call. It is now my pleasure to turn the call over to the company. You may now begin.Garrett HollandHello, and welcome to the Hub Group Preliminary Q4 and Full Year 2025 Results Conference Call. Joining on the ca ...

Bloom Energy (NYSE:BE) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsDavid Sandler - Managing DirectorK.R. Sridhar - Founder, Chairman, and CEOMaciej Kurzymski - Principal Financial Officer and Principal Accounting OfficerManav Gupta - Executive DirectorMichael Blum - Managing DirectorMichael Tierney - VP of Investor RelationsNoel Parks - Managing DirectorSherif Elmaghrabi - VP of Equity ResearchConference Call ParticipantsColin Rusch - Managing Director and Senior Research Analyst ...

Monolithic Power Systems (NasdaqGS:MPWR) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsArthur Lee - Finance ManagerBernie Blegen - EVP and CFOChris Caso - Managing DirectorGary Mobley - Managing DirectorJoe Quatrochi - DirectorJosh Buchalter - Managing DirectorKelsey Chia - VPMichael Hsing - CEO and FounderQuinn Bolton - Managing DirectorRick Schafer - Managing DirectorRob Dean - Corporate ControllerTony Balow - VP of FinanceTore Svanberg - Managing DirectorConference Call Particip ...

Coursera (NYSE:COUR) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsCam Carey - VP of Investor RelationsDevin Au - Senior Equity Research AssociateGreg Hart - President and CEOJosh Baer - Executive Director and Equity Research for Software Small and MidcapMike Foley - CFOConference Call ParticipantsMatt Shea - Equity Research Analyst for Digital Health SpaceNafeesa Gupta - VP of Equity Research AnalystStephen Sheldon - Research Analyst for Technology, Media, and CommunicationsNone - ...