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 ...

Financial Data and Key Metrics Changes - The company reported revenue of $213.4 billion, a 12% increase year-over-year, excluding foreign exchange impacts [5][28] - Operating income was $25 billion, which included special charges that reduced operating income by $2.4 billion [28][29] - Trailing twelve-month free cash flow was $11.2 billion [5] Business Line Data and Key Metrics Changes - AWS revenue grew to $35.6 billion, with a growth rate of 24% year-over-year, marking the fastest growth in 13 quarters [7][35] - North America segment revenue was $127.1 billion, up 10% year-over-year, while international segment revenue was $50.7 billion, up 11% year-over-year [30] - Advertising revenue reached $21.3 billion, growing 22% year-over-year [23][34] Market Data and Key Metrics Changes - The company saw worldwide paid units grow by 12% year-over-year, the highest quarterly growth rate in 2025 [30] - The grocery segment achieved over $150 billion in gross sales, establishing the company as a significant player in the grocery market [19] - Same-day delivery for Prime members increased by nearly 70% year-over-year [20] Company Strategy and Development Direction - The company is focusing on expanding its capabilities in AI, chips, and quick commerce, aiming to build a more meaningful business [5][17] - Investments in AWS and custom silicon are expected to drive long-term returns on invested capital [41][43] - The company plans to open over 100 new Whole Foods Market Stores and expand grocery delivery services [19][38] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the demand for AWS services and the potential for AI to transform customer experiences [44][46] - The company is optimistic about the growth of its Trainium and Graviton chips, which are expected to enhance price performance and drive revenue [50][52] - The management highlighted the importance of maintaining competitive pricing and improving customer experience in retail [38][70] Other Important Information - The company achieved its fastest-ever delivery speeds for Prime members while reducing costs to serve [33] - The introduction of new features like "Add to Delivery" has significantly improved customer convenience [21][22] - The company is actively working on expanding its AI capabilities and partnerships, including with OpenAI [61][62] Q&A Session All Questions and Answers Question: Insights on long-term return on invested capital - Management discussed the ongoing investments in AWS and AI, emphasizing the strong demand and potential for long-term returns [41][42] Question: Update on Project Rainier and financial guardrails - Management confirmed strong growth in Trainium and clarified the ongoing commitment to AI investments while maintaining financial discipline [50][54] Question: Changes in the AI market and relationships with companies like OpenAI - Management described the AI market as barbelled, with significant opportunities for enterprises to leverage AI, and expressed optimism about extending partnerships with AI companies [57][62] Question: Retail business efficiency and investment areas - Management outlined the dual focus on expanding selection and improving delivery speed while also identifying areas for cost savings [72][74]

Atlassian (NasdaqGS:TEAM) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsGregg Moskowitz - Managing Director of Enterprise SoftwareItay Kidron - Managing DirectorJason Celino - Managing DirectorJoe Binz - CFOKarl Keirstead - Managing Director of Software Equity ResearchKoji Ikeda - Director of Enterprise Software Equity ResearchMartin Lam - Head of Investor RelationsMike Cannon-Brookes - CEORaimo Lenschow - Managing DirectorRyan MacWilliams - VP of Business Performance and Global Tr ...

Genpact (NYSE:G) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsBalkrishan Kalra - CEOBradley Clark - Vice PresidentKrista Bessinger - Head of Investor RelationsMichael Weiner - SVP and CFOConference Call ParticipantsBryan Bergin - Senior Equity Research AnalystDavid Koning - Senior Equity Research AnalystMaggie Nolan - Equity Research AnalystPuneet Jain - Equity Research AnalystSurinder Thind - Equity Research AnalystOperatorGood day, ladies and gentlemen, and welcome to the 2025 f ...

Good Times Restaurants (NasdaqCM:GTIM) Q1 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsKeri August - Chief Accounting OfficerKevin Holden - Founder and CEORyan Zink - CEOOperatorHello, everyone. Thank you for joining us, and welcome to the Good Times Restaurants Incorporated Q1 2026 earnings call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one on your telephone keypad. To withdraw your question, p ...

MGM Resorts International (NYSE:MGM) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAyesha Molino - COOBarry Jonas - Managing DirectorBill Hornbuckle - CEO and PresidentBrandt Montour - Director of Equity ResearchDan Politzer - Executive Director of Equity ResearchHoward Wang - Vice President of Investor RelationsJohn DeCree - Director Equity ResearchJonathan Halkyard - CFOKenneth Feng - CEOStephen Grambling - Managing DirectorConference Call ParticipantsChad Beynon - Managing Direc ...

Paylocity (NasdaqGS:PCTY) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAustin Cole - Equity Research AssociateBrad Reback - Managing DirectorDaniel Jester - Managing Director of Software ResearchJared Levine - Equity Research DirectorJohn Messina - Research AssociateMatt VanVliet - Managing Director of Equity ResearchRyan Glenn - CFOSamad Samana - Managing DirectorScott Berg - Managing DirectorSean McMahon - Equity Research AssociateSiti Panigrahi - Managing DirectorSteve Beaucham ...

Mitek Systems (NasdaqCM:MITK) Q1 2026 Earnings call February 05, 2026 05:00 PM ET Speaker1Afternoon, ladies and gentlemen, and welcome to Mitek Reports Fiscal First Quarter 2026 financial results. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press star 0 for an operator. This call is being recorded on Thursday, February 5, 2026. I would now like to turn the ...

Impinj (NasdaqGS:PI) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Speaker9Welcome to Impinj's fourth quarter and full year 2025 financial results conference call and webcast. All participants 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 to ask questions. To ask a question, you may press star then one on a touch-tone phone. To withdraw your question, p ...

Qualys (NasdaqGS:QLYS) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Speaker7Ladies and gentlemen, thank you for standing by. Welcome to Qualys's fourth quarter 2025 investor call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question ...