Live Nation Entertainment (NYSE:LYV) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker8Good afternoon. My name is John, and I will be your conference operator today. At this time, I would like to welcome everyone to Live Nation's full year and fourth quarter 2025 earnings call. I would now like to turn the call over to Ms. Yong. Thank you, Ms. Yong. You may begin your conference.Speaker0Good afternoon, and welcome to the Live Nation full year and fourth quarter 2025 earnings conference call. Joini ...

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 ...