Financial Data and Key Metrics Changes - Genasys reported record quarterly revenue of $17.1 million, representing a 146% year-over-year increase [4][11] - Gross profit margins improved by 48%, or 220 basis points, from the year-ago period, with expectations of annualized gross margins reaching approximately 50% [11][12] - Operating expenses decreased by 6% to $8.1 million compared to the first quarter of 2025 [12] - Adjusted EBITDA was positive at $0.7 million, a significant improvement from a loss of $4.8 million in the prior year [13] - GAAP net loss narrowed to $0.8 million from a loss of $4.1 million in the first quarter of 2025 [13][14] Business Line Data and Key Metrics Changes - Hardware revenues grew approximately 220% year-over-year, including $9.6 million from the Puerto Rico project [11][12] - Software revenue remained flat at $2.3 million compared to the year-ago period, but increased sequentially by 5% [11][12] Market Data and Key Metrics Changes - The company experienced increased demand for its LRAD systems both domestically and internationally, particularly in the Middle Eastern and Asian markets [5][6] - The backlog at the end of fiscal Q1 was $58 million, indicating strong future revenue potential [10] Company Strategy and Development Direction - Genasys aims to enhance operational efficiency and maintain disciplined cost management while scaling revenues [14] - The company is focused on driving brand awareness and expanding market presence, particularly in public safety and emergency communication sectors [16] - Genasys is optimistic about pursuing large-scale projects and remains engaged in the bidding process for significant contracts [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving meaningful year-over-year revenue growth and profitability for both operating and GAAP net income in fiscal 2026 [16] - The company noted that while government budget cycles have created near-term challenges, they expect these constraints to resolve, leading to accelerated momentum [8][16] Other Important Information - The company fully repaid a $4 million term loan, enhancing its financial flexibility [5] - Genasys is actively pursuing several large-scale projects, including a significant contract under the CROWS AHD program, which has a total addressable market exceeding $175 million [9][10] Q&A Session Summary Question: Visibility in the immediate quarter and impact of government slowdown - Management indicated that the $58 million backlog insulates the company from federal budget uncertainties, although FY 2026 CROWS awards are unlikely to occur within the current fiscal year [19] Question: Updates on larger deals in Latin America and naval opportunities in Europe - Management confirmed ongoing pursuits in Europe with several naval programs and expected significant orders from the Middle East [22][24] Question: Changes in the sales cycle and pipeline growth - Management noted that the sales cycle had lengthened due to frozen federal grants but is beginning to improve, contributing to a robust pipeline [30] Question: Gross margin goals and balance between hardware and software - Management affirmed a target of 50% gross margins for the fiscal year, with expectations that hardware and software margins will balance out [32][38]

Upstart (NasdaqGS:UPST) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsArvind Ramnani - Managing DirectorChelsea Williams - Investor RelationsDave Girouard - Co-founder and CEODavid Scharf - Managing DirectorJames Faucette - Managing DirectorJohn Hecht - Managing DirectorKyle Joseph - Managing DirectorKyle Peterson - Equity Research Managing DirectorPaul Gu - Co-founder and CTOPeter Christiansen - DirectorReggie Smith - Equity Research Executive DirectorRob Wildhack - Director of Eq ...

MasterBrand (NYSE:MBC) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsAndi Simon - EVP and CFODave Banyard - President and CEOGarik Shmois - Managing DirectorHenry Harrison - Senior Director of Corporate Financial Planning and AnalysisMcClaran Hayes - Managing DirectorOperatorGood afternoon and welcome to MasterBrand's Fourth Quarter and Full Year 2025 Earnings Conference Call. During the company's prepared remarks, all participants will be in a listen-only mode. Following managemen ...

MasterBrand (NYSE:MBC) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsAndi Simon - EVP and CFODave Banyard - President and CEOGarik Shmois - Managing DirectorHenry Harrison - Senior Director of Corporate Financial Planning and AnalysisMcClaran Hayes - Managing DirectorOperatorGood afternoon and welcome to MasterBrand's fourth quarter and full year 2025 earnings conference call. During the company's prepared remarks, all participants will be in a listen-only mode. Following managemen ...

Klaviyo (NYSE:KVYO) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsAmanda Whalen - CFOAndrew Bialecki - Co-founder and Co-CEOChano Fernandez - Co-CEODerrick Wood - Managing DirectorMatthew VanVliet - Managing Director of Software Equity ResearchRyan Flaim - Director of Investor RelationsSamad Samana - Managing DirectorConference Call ParticipantsDJ Hynes - Managing Director and Software Lead AnalystGabriela Borges - Managing Director and Software Equity Research AnalystKaty Keiser - ...

Financial Data and Key Metrics Changes - In Q1 of fiscal 2026, the company achieved record quarterly revenue of $17.1 million, representing a 146% year-over-year increase [5][13] - Gross profit margins improved by 48%, or 220 basis points, from the year-ago period, with expectations of annualized gross margins reaching approximately 50% [13][14] - Operating expenses decreased by 6% to $8.1 million compared to Q1 of 2025, primarily due to cost reduction initiatives [14] - The GAAP net loss for Q1 was $0.8 million, a significant improvement from a net loss of $4.1 million in the same quarter last year [14][15] Business Line Data and Key Metrics Changes - Hardware revenues grew approximately 220% year-over-year, including $9.6 million from the Puerto Rico project [13] - Software revenue remained flat at $2.3 million compared to the previous year, but increased sequentially by 5% [13][9] Market Data and Key Metrics Changes - The company reported a 12-month backlog of $58 million at the end of fiscal Q1, indicating strong demand and project engagement [12] - Increased interest in LRAD systems was noted in the Middle Eastern and Asian markets, with applications in crowd management, public safety, and border security [6][7] Company Strategy and Development Direction - The company aims to enhance operational efficiency and maintain disciplined cost management while scaling revenues [15][16] - There is a focus on driving brand awareness and expanding market presence, particularly in public safety and emergency communication sectors [17][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving meaningful year-over-year revenue growth and expanding gross margins to 50% for the fiscal year [17] - The company is optimistic about the quality and breadth of opportunities ahead, particularly in government contracts and large-scale projects [12][18] Other Important Information - The company fully repaid a $4 million term loan, maintaining a strong cash position of $10.3 million at the end of the quarter [6][15] - The CROWS initiative is expected to contribute significantly to revenue, with a total addressable market exceeding $175 million [11] Q&A Session Summary Question: Visibility in the immediate quarter and impact of government slowdown - Management indicated that a backlog of $57-58 million insulates the company from federal budget uncertainties, though the FY 2026 CROWS award may not occur within the current fiscal year [20][21] Question: Updates on larger deals in Latin America and European naval opportunities - Management confirmed ongoing pursuits in Europe with several naval programs and expected significant orders from the Middle East [22][25] Question: Changes in the sales cycle and pipeline growth - The sales cycle has lengthened due to federal grant freezes but is beginning to improve, with several contracts moving towards closure [31][32] Question: Gross margin goals and balance between hardware and software - Management believes they will achieve a gross margin of 50% for the full fiscal year, despite variability in deployment phases affecting immediate margins [33][39]

Rapid7 (NasdaqGM:RPD) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsCorey Thomas - CEOGrant Thorling - Equity Research AssociateMatt Wells - VP of Investor RelationsRafe Brown - CFOTrevor Rambo - Equity Research AssociateConference Call ParticipantsAdam Tindle - Managing Director and Senior Research AnalystJonathan Ho - Partner and Senior Research AnalystKingsley Crane - Managing Director and Senior Equity AnalystMeta Marshall - Managing Director and Senior Equity AnalystRob Owens ...

Teradata (NYSE:TDC) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsChad Bennett - SVP of Investor Relations and Corporate DevelopmentErik Woodring - Managing DirectorJohn Ederer - CFONick Jones - Managing DirectorRadi Saltan - Director of Equity ResearchSteve McMillan - President and CEOWamsi Mohan - Managing DirectorYitchuin Wong - Senior Equity Research AssociateConference Call ParticipantsChirag Ved - VP and Equity Research AnalystJared Levine - VP and Equity Research AnalystShel ...

Gilead Sciences (NasdaqGS:GILD) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsAndrew Dickinson - CFOBrian Abrahams - Managing Director and Global Sector Head of Healthcare ResearchChris Schott - Managing DirectorCindy Perettie - EVPDaniel O'Day - Chairman and CEODietmar Berger - Chief Medical OfficerJacquie Ross - SVP of Treasury and Investor RelationsJohanna Mercier - Chief Commercial and Corporate Affairs OfficerLouise Chen - Managing DirectorMichael Yee - Global Head of Biotechn ...

Klaviyo (NYSE:KVYO) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsAmanda Whalen - CFOAndrew Bialecki - Co-founder and Co-CEOChano Fernandez - Co-CEODerrick Wood - Managing DirectorKatie Keyser - Equity Research Senior AssociateMatthew VanVliet - Managing Director of Software Equity ResearchRyan Flaim - Director of Investor RelationsSamad Samana - Managing DirectorConference Call ParticipantsDJ Hynes - Managing Director and Software Lead AnalystGabriela Borges - Managing Director an ...