Bloom Energy (NYSE:BE) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Speaker2Ladies and gentlemen, thank you for standing by. My name is Desiree and I will be your conference operator today. At this time, I would like to welcome everyone to the Bloom Energy Fourth Quarter 2025 Earnings Conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply ...

Atlassian (NasdaqGS:TEAM) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Speaker10Good afternoon, and thank you for joining Atlassian's earnings conference call for the second quarter of fiscal year 2026. As a reminder, this conference call is being recorded and will be available for replay on the investor relations section of Atlassian's website following this call. I will now hand the call over to Martin Lamb, Atlassian's Head of Investor Relations.Speaker8Welcome to Atlassian's second quarter fiscal ...

Microchip (NasdaqGS:MCHP) Q3 2026 Earnings call February 05, 2026 05:00 PM ET Speaker8Welcome to Microchip's Q3 fiscal year 2026 financial results conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Eric Bjorn ...

Financial Data and Key Metrics Changes - Revenue for Q1 2026 was $19 million, aligning with guidance, while Adjusted EBITDA was $1.4 million, also within guidance range [5][12] - Gross margin increased to 44.8% in Q1 2026 from 38.4% in the same period last year and 44.4% in Q4 2025 [14] - GAAP net income for Q1 2026 was $0.1 million or $0.01 per share, compared to $1.1 million or $0.07 per share in the preceding quarter [16] Business Line Data and Key Metrics Changes - AI-related products accounted for 35% of revenue in the thermal processing solutions segment, up from 30% in Q4 2025 [6][13] - Book-to-bill ratio was 1.1, driven by strong performance in AI equipment orders [6] - Weak demand for PR Hoffman products negatively impacted overall SFS results, offsetting gains in other segments [9] Market Data and Key Metrics Changes - Demand for AI infrastructure is driving investments from semiconductor OEMs and OSATs, with expectations for continued growth in Q3 and Q4 2026 [6][11] - The semiconductor market, particularly for mature node semiconductors, is experiencing weakness, impacting overall sales [13] Company Strategy and Development Direction - The company is focusing on next-generation equipment for high-density packaging and panel-level packaging, which is expected to drive future growth [8][9] - A semi-fabless manufacturing model has been adopted, consolidating manufacturing from seven facilities to four, allowing for increased revenue with minimal capital expenditures [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the demand for AI-related equipment and the strength of the customer pipeline, indicating improved visibility for growth [32] - The company expects revenue for Q2 2026 to be in the range of $19 million to $21 million, driven primarily by AI-related equipment sales [17] Other Important Information - Cash generated from operations was $4.1 million for Q1 2026, with a cash balance of $22.1 million and no debt [10][16] - The company did not repurchase any shares under its stock repurchase program since its initiation [16] Q&A Session Summary Question: Can you elaborate on the panel-level business? - Management explained that panel-level packaging is a cost-effective method for producing packaging in large formats, which is seen as the future of advanced packaging [22] Question: Are there any new products related to this panel-level business? - Management indicated that new products are focused on higher density packaging requirements, with meaningful demand expected around 2027 [24] Question: What are the key areas of commitment for increased spending in R&D? - Increased investments are being made in next-generation packaging equipment for AI applications and in the semi-fab solutions area to build momentum [36] Question: What is the outlook for AI revenue growth? - Management expressed confidence in continued growth in AI revenue, supported by customer plans for expansion and new facility buildouts [38] Question: Can you explain the high tax rate this quarter? - The high tax rate is due to U.S. entities being in a loss position, with no tax benefits recognized, leading to a larger tax expense from foreign entities [40][41]

Financial Data and Key Metrics Changes - SS&C Technologies reported record adjusted revenue of $1.655 billion for Q4 2025, an increase of 8% year-over-year, and adjusted diluted earnings per share of $1.69, reflecting an 18% increase [5][10] - Adjusted consolidated EBITDA reached a record $651 million, up 9%, with an adjusted EBITDA margin of 39.3% [5][11] - Cash from operating activities for the full year was $1.745 billion, up 26% year-over-year, with operating cash flow per share at $6.89, an increase of $1.42 from 2024 [6][12] Business Line Data and Key Metrics Changes - GIDS experienced a revenue growth of 13.2%, while GlobeOp saw a 9.6% revenue increase, contributing significantly to the overall performance [5][10] - Intralinks showed signs of improvement with modest growth in Q4, indicating potential momentum for 2026 [6] Market Data and Key Metrics Changes - The company is focusing on international growth opportunities, particularly in Australia, leveraging recent superannuation mandates [5] - The healthcare business is viewed as a long-term play, with expectations for future growth despite current headwinds [20] Company Strategy and Development Direction - The company is optimistic about the AI boom, viewing it as a tailwind for growth, and is rapidly deploying AI solutions to enhance efficiency and scalability [4][9] - SS&C is prioritizing share repurchases and is open to high-quality, accretive acquisitions, with over $1 billion allocated for share repurchases in 2025 [6][7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the durability of growth drivers, emphasizing long-term partnerships that create recurring revenue [8][9] - The company anticipates continued strong performance in 2026, with guidance for revenue in the range of $6.65 billion to $6.74 billion and organic growth of 5.1% at the midpoint [15][16] Other Important Information - The effective non-GAAP tax rate for Q4 2025 was 19.2%, with a full-year effective tax rate of 22% [12] - The company ended Q4 with $462 million in cash and cash equivalents and a net debt of $7 billion, resulting in a net leverage ratio of 2.8 times [13] Q&A Session Summary Question: What drove the weakness in the healthcare business? - Management noted that healthcare is a long-term play and highlighted the lumpy nature of large license sales, with optimism for future growth due to new technology [20][21] Question: Update on the Elevance relationship? - Management indicated that DomaniRx is ready for onboarding, but challenges exist due to the size and complexity of Elevance's existing relationships [22] Question: Insights on alternative fund administration growth? - Management confirmed strong organic growth in the alternative fund administration sector, with expectations for continued growth in 2026, partly driven by the acquisition of Curo Fund Services [25] Question: Outlook for the intelligent automation business? - Management expressed optimism for the intelligent automation business, noting that it is a key area for innovation and growth, particularly with AI advancements [26][27] Question: Organic growth guidance for 2026? - Management stated that the consistent organic growth guidance reflects a stronger business with more predictability and recurring revenue [31] Question: Competitive advantage against emerging AI fintechs? - Management emphasized the challenges of building a large organization compared to starting a fintech, highlighting the importance of regulatory compliance and established client relationships [32][33] Question: Medium-term outlook for wealth and investment management? - Management expressed optimism for the wealth management business, citing the strength of the Black Diamond platform and ongoing integration efforts [36][38] Question: M&A environment insights? - Management indicated ongoing interest in acquisitions, noting that they are well-positioned to pursue larger opportunities if the right targets are identified [39][40]

Genpact (NYSE:G) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Speaker7Good day, ladies and gentlemen, and welcome to the 2025 fourth quarter Genpact Limited Earnings Conference Call. My name is Carmen, and I will be your conference moderator for today. At this time, all participants are in a listen-only mode. We will conduct a question-and-answer session towards the end of this conference call. As a reminder, this call is being recorded for replay purposes. The replay of the call will be archived and ...

Gen Digital (NasdaqGS:GEN) Q3 2026 Earnings call February 05, 2026 05:00 PM ET Speaker5Good afternoon, everyone. Thank you for standing by. My name is Tamia, and I will be your conference operator today. Today's call is being recorded, and all lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. At this time, for opening remarks, I would like to pass the call over to Jason Starr, Head of Investor Relations.Speaker0Thank you ...

Boyd Gaming (NYSE:BYD) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Speaker8Ladies and gentlemen, this is the operator. Today's conference is scheduled to begin momentarily. Until that time, your lines will remain on music hold. Thank you for your patience.Speaker3Good afternoon, and welcome to the Boyd Gaming fourth quarter and full year 2025 earnings conference call. My name is David Stroud, Vice President of Corporate Communications for Boyd Gaming. I will be the moderator for today's call, which ...

Financial Data and Key Metrics Changes - The company booked over $550 million in orders in Q1 2026, a 143% increase year-over-year [4] - Top line sales growth was 35%, with adjusted earnings per share increasing by 73% to a record $1.64 per share [5][12] - Adjusted EBIT margin expanded by 380 basis points to 19.4% [12] Business Segment Data and Key Metrics Changes - Aerospace and Defense segment saw orders over $380 million, compared to $75 million in the prior year, with sales up 76% [6][12] - Utility Solutions Group orders increased by 10%, driven by strong performance at Doble, while sales were up modestly by 1% [14] - Test business had orders up over 17% and sales up nearly 27%, with adjusted EBIT margins improving to 13.8% [15] Market Data and Key Metrics Changes - The company experienced strong order strength from both U.S. and U.K. Navy programs, indicating robust demand in the defense sector [5][6] - The renewables market is currently recalibrating, affecting near-term investments but expected to play a vital role in the long term [8][41] Company Strategy and Development Direction - The company is raising its full-year sales and earnings guidance due to strong Q1 results and record backlog [10][18] - Focus remains on strategic acquisitions in utility, aircraft components, and Navy segments, with a healthy M&A pipeline being rebuilt [50] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in long-term demand across markets, particularly in Navy and aerospace sectors, despite short-term fluctuations [25][26] - The company anticipates a tapering of growth after a strong Q1, with expectations for solid growth throughout the year [34] Other Important Information - Operating cash flow more than doubled to $68.9 million, driven by increased contract liability in the Navy business [16] - Full-year adjusted earnings per share guidance increased to a range of $7.90-$8.15, reflecting a growth of 31%-35% compared to 2025 [19] Q&A Session Summary Question: Updates on A&D orders and ship set content - Management noted long-term demand is strong, but specifics on platforms cannot be disclosed due to MOD policies [25][26] Question: Revenue guidance appears conservative - Management indicated that Q1 is expected to be the strongest growth quarter, with tapering growth anticipated later in the year [34] Question: Strength in the test business - The recovery in traditional core markets, particularly electromagnetic compatibility and medical shielding, has driven recent strength [38] Question: Outlook for the energy business - Current focus is on completing existing projects to qualify for tax credits, with expectations for a return to normal growth in late 2026 [41] Question: Maritime business large orders impact - Management expects some revenue from maritime contracts starting in Q4, with more significant impacts in 2027 and 2028 [43] Question: Capital allocation and M&A opportunities - The company is actively rebuilding its M&A pipeline, focusing on strategic acquisitions in its core segments [50] Question: Military business strength outside Navy - Management highlighted broad-based strength in military aircraft, including significant orders for F-15EX fighters and sixth-generation platforms [54]

QuinStreet (NasdaqGS:QNST) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Speaker4Good day and welcome to QuinStreet's fiscal second quarter 2026 financial results conference call. Today's conference is being recorded. Following prepared remarks, there will be a Q&A session. If at any time during this call you require immediate assistance, please press star zero for the operator. At this time, I would like to turn the conference over to Vice President of Investor Relations and Finance, Robert Amparo. M ...