Financial Data and Key Metrics Changes - For the full year 2025, the company reported revenue of $2.73 billion, with Adjusted EBITDA of $234 million, and reduced debt by $285 million [5][24] - Fourth quarter revenue was $748 million, a 2% increase year-over-year and $18 million above guidance, with a gross margin of 26.1% [6][18] - Adjusted EBITDA for the fourth quarter was $54 million, down 27% year-over-year, with a net loss of $8 million compared to a net loss of $188 million in the prior year [22][23] Business Line Data and Key Metrics Changes - Nurse and Allied Solutions revenue for the fourth quarter was $491 million, an 8% increase year-over-year, while Physician and Leadership Solutions revenue was $170 million, down 2% year-over-year [7][21] - Technology and Workforce Solutions revenue was $88 million, down 18% year-over-year, and Language Services revenue was $70 million, down 9% year-over-year [22] - Labor Disruption revenue in the fourth quarter was $124 million, nearly doubling from the year-ago quarter [6][12] Market Data and Key Metrics Changes - The company anticipates Nurse and Allied revenue to increase by more than 135% year-over-year in Q1 2026, while Physician and Leadership Solutions revenue is expected to decline by 5%-8% year-over-year [8][9] - VMS revenue in the fourth quarter was $16 million, a decrease of 28% year-over-year [11] - The company expects mid-teen growth in international staffing for 2026, supported by recent advancements in visa processing [42][45] Company Strategy and Development Direction - The company is focusing on enhancing its technology and operational capabilities to support labor disruption events while minimizing disruption to core business [12][29] - Investments in AI technology are aimed at improving operational efficiency and expanding service offerings, particularly in language services [10][64] - The company views 2026 as a transition year, aiming to return all business segments to growth while maintaining a sustainable organic revenue growth target of 4%-6% per year [16][72] Management's Comments on Operating Environment and Future Outlook - Management noted signs of normalization in the healthcare labor market, with increased demand for a blended labor model among clients [15] - The company is optimistic about improving earnings power due to enhanced technology and operational agility [17] - Management expressed confidence in the ability to support clients through labor disruption events while maintaining quality patient care [12][88] Other Important Information - The company ended 2025 with a net leverage ratio of 3.3x and cash and equivalents of $34 million [24] - Full year cash flow from operations was $269 million, with capital expenditures totaling $36 million [25] Q&A Session Summary Question: Insights on labor disruption business - Management confirmed a dedicated strike team and technology to support labor disruption events, minimizing disruption to core business [28][29] Question: Concerns about AI disruption in language services - Management clarified that language services are regulated to require human interpreters, mitigating AI disruption risks [30][31] Question: Impact of strikes on staffing other projects - Management indicated that the ability to support strike events does not negatively impact staffing for core clients [48][49] Question: Expectations for bill rates post-strike - Management anticipates increases in bill rates for contingent labor to reflect wage expectations, with a focus on stabilizing rates [80][81] Question: Potential downsides of ongoing strikes - Management emphasized the importance of providing support during strikes for continuity of care, enhancing relationships with clinicians [86][88]

Rimini Street (NasdaqGM:RMNI) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsDean Pohl - VP, Treasurer, and Investor RelationsMichael Perica - EVP & CFOSeth Ravin - CEO and PresidentConference Call ParticipantsAlex Fuhrman - Managing Director and Senior Equity Research AnalystBrian Kinstlinger - Senior Equity Research AnalystDaniel Hibshman - Senior Equity Research AnalystRichard Baldry - Managing Director and Senior Research AnalystNone - AnalystOperatorGood afternoon, ladies and g ...

World Kinect (NYSE:WKC) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsBraulio Medrano - Vice PresidentIra Birns - CFOMike Tejada - EVP and CFOConference Call ParticipantsKen Hoexter - AnalystOperatorThank you for standing by, and welcome to World Kinect Corporation's Q4 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during this session. To remove ...

Harmonic (NasdaqGS:HLIT) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsDavid Hanover - Investor Relations OfficerNimrod Ben-Natan - President and CEOTaran Katta - Equity Research AssociateWalter Jankovic - CFOConference Call ParticipantsRyan Koontz - Managing Director and Equity Research AnalystSimon Leopold - Managing Director and Senior Equity AnalystSteven Frankel - Director of Research and Senior Research AnalystOperatorWelcome to the fourth quarter and full year 2025 Harmonic ...

Inseego (NasdaqGS:INSG) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsJuho Sarvikas - CEOSteven Gatoff - CFOConference Call ParticipantsChristian Schwab - AnalystLance Vitanza - AnalystScott Searle - AnalystTyler Burmeister - AnalystOperatorHello, 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 conf ...

Inseego (NasdaqGS:INSG) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsJuho Sarvikas - CEOSteven Gatoff - CFOConference Call ParticipantsChristian Schwab - AnalystLance Vitanza - AnalystScott Searle - AnalystTyler Burmeister - AnalystOperatorHello, 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 conf ...

Vicor (NasdaqGS:VICR) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsJim Schmidt - CFOJon Tanwanteng - Managing DirectorPatrizio Vinciarelli - CEOPhil Davies - VP of Global Sales and MarketingConference Call ParticipantsJustin Clare - Managing Director and Senior Research AnalystQuinn Bolton - Managing Director and Equity Research AnalystRich Shannon - Senior Research AnalystNone - AnalystNone - AnalystOperatorGood day, and thank you for standing by. Welcome to the Vicor Fourth Quar ...

American Coastal Insurance (NasdaqCM:ACIC) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsAkshay Fola - ShareholderBennett Bradford Martz - President of American Coastal Insurance CorporationJeremy Hellman - Vice President at The Equity GroupMitchell Rubin - Equity Research AssociateSvetlana Castle - CFOConference Call ParticipantsMichael Phillips - Managing Director and Senior AnalystOperatorAs a reminder, this conference is being recorded. It is now my pleasure to turn the call ov ...

AMN Healthcare Services (NYSE:AMN) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsA.J. Rice - Managing Director and Senior Equity ResearchBrian Scott - Chief Financial and Operating OfficerCary Grace - President and CEOConstantine Davides - Managing DirectorRandle Reece - Senior Director of Investor Relations and StrategyTobey Sommer - Managing DirectorConference Call ParticipantsJack Slevin - VP and Equity Research AnalystJeff Silber - Managing Director and Senior Equity Research A ...

indie Semiconductor (NasdaqCM:INDI) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsAshish Gupta - Investor RelationsDon McClymont - CEO and Co-FounderNaixi Wu - CFOConference Call ParticipantsAnthony Stoss - Senior AnalystCody Acree - Senior Semiconductor Financial AnalystCraig Ellis - Director of Research, Senior Semiconductor and Capital Equipment AnalystSuji De Silva - Managing Director, Senior Research AnalystNone - AnalystOperatorGood afternoon, and welcome to indie Semiconduct ...