BARK (NYSE:BARK) Q3 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsMatt Meeker - CEOMike Mougias - VP of Investor RelationsZahir Ibrahim - CFOOperatorLadies, and gentlemen, thank you for standing by. My name is Abby, and I'll be your conference Operator today. At this time, I would like to welcome everyone to the BARK Third Quarter Fiscal Year 2026 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. Please note that there will be no question-an ...

VeriSign (NasdaqGS:VRSN) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsAlexei Gogolev - Executive DirectorDavid Atchley - VP of Investor Relations and Corporate TreasurerJim Bidzos - Executive Chairman, President, and CEOJohn Calys - EVP and CFOConference Call ParticipantsJamesmichael Sherman-Lewis - VP and Equity Research AnalystRob Oliver - Managing Director and Senior Research Analyst of SoftwareOperatorGood day, everyone. Welcome to Verisign's fourth quarter and full year 2025 ...

American Battery Technology Company (NasdaqCM:ABAT) Q2 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsRyan Melsert - CEO and CTOTiffiany Moehring - Director of Communications and MarketingTiffiany MoehringGood afternoon. I'm Tiffiany Moehring, and I'm the Director of Communications and Marketing at the American Battery Technology Company. We would like to welcome everyone to our second quarter fiscal 2026 earnings call. On behalf of the entire team at American Battery Technology Compan ...

Arrowhead Pharmaceuticals (NasdaqGS:ARWR) Q1 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsAndrea Newkirk - SVP of Biotechnology Equity ResearchAndy Davis - SVP and Head of Global Cardiometabolic FranchiseChris Anzalone - President and CEODan Apel - CFOEdward Tenthoff - Managing DirectorJames Hamilton - Chief Medical Officer and Head of R&DJason Gerberry - Managing DirectorJoseph Thome - Managing DirectorMani Foroohar - Managing DirectorMike Ulz - Executive DirectorPatrick Trucchio - ...

CleanSpark (NasdaqCM:CLSK) Q1 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsBrian Dobson - Brian Dobson is Managing Director of Disruptive Technology Equity ResearchGary Vecchiarelli - President and CFOHarry Sudock - Chief Business OfficerMatt Schultz - Chairman and CEOMike Grondahl - Head of Equities and Director of ResearchConference Call ParticipantsGareth Gacetta - Equity Research AnalystGreg Lewis - Managing Director and Energy and Infrastructure AnalystJim McIlree - Senior Resea ...

Exponent (NasdaqGS:EXPO) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsCatherine Corrigan - President and CEOJoni Konstantelos - Managing DirectorJosh Chan - Executive DirectorRich Schlenker - EVP and CFOTobey Sommer - Managing DirectorTomo Sano - Managing DirectorConference Call ParticipantsAndrew Nicholas - Equity Research AnalystOperatorGood day, and welcome to the Exponent, Inc. Fourth Quarter and Fiscal Year 2025 earnings conference call. All participants will be in listen-onl ...

Natural Grocers by Vitamin Cottage (NYSE:NGVC) Q1 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsChuck Cerankosky - Managing Director and PrincipalJessica Thiessen - VP and TreasurerKemper Isely - Co-PresidentRichard Hallé - CFOScott Mushkin - Founder and CEOOperatorGood day, ladies and gentlemen. Welcome to the Natural Grocers first quarter fiscal year 2026 earnings conference call. At this time, all participants will be in a listen-only mode. Later, we will conduct a question and ans ...

Financial Data and Key Metrics Changes - The company reported headline revenue growth of 17% and adjusted EPS growth of 46% in Q2 FY 2026, with revenue reaching $164.2 million, up 16.7% from $140.7 million in the prior year quarter [4][13] - Net income increased to $12.2 million from $9.3 million in the prior year quarter, driven by growth in higher margin offshore regions and reduced SG&A expenses as a percentage of revenue [16][17] - Fully diluted EPS rose to $0.83, a 45% increase from $0.57 in the prior year quarter, supported by strong operating performance and fewer diluted shares outstanding [17][19] Business Line Data and Key Metrics Changes - Revenue growth was primarily driven by the health tech vertical, which grew by 35.1%, travel, transportation, and logistics by 20.2%, and retail and e-commerce by 17.2% [14] - The telecommunications vertical saw a decline of 23.1%, marking it as one of the smallest verticals [15] - Health tech now accounts for 17.4% of total revenue, up from 15.1% in the prior year quarter, while telecommunications decreased to 8.7% from 13.1% [20][21] Market Data and Key Metrics Changes - Offshore revenues grew by 16.2% compared to the prior year quarter, comprising 52.3% of total revenue, while onshore revenues expanded to 24% of total revenue from 22% [15][16] - The company continues to win and grow in all geographic markets, with a focus on higher-margin offshore delivery locations positively impacting bottom-line results [15] Company Strategy and Development Direction - The company is focused on expanding its AI capabilities and strategic investments in high-margin verticals, positioning itself as a leader in AI-powered customer experience [9][10] - The recent promotion of Mike Darwal to Chief AI and Digital Officer reflects the company's commitment to enhancing its AI leadership [10][12] - The company aims to maintain a structurally sound business model with a focus on market-leading growth, expanding margins, and strong cash flow generation [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to maintain momentum in the second half of FY 2026, with expectations to raise revenue and adjusted EBITDA guidance [25][26] - The company anticipates a more consistent revenue flow throughout the fiscal year, moving away from historical seasonal spikes [33] Other Important Information - The company achieved a record adjusted EBITDA of $20.7 million, or 12.6% of revenue, reflecting growth in higher-margin offshore locations and services [18][25] - Capital expenditures increased to $11.7 million, or 7.1% of revenue, driven by expansion in offshore regions [22][23] Q&A Session Summary Question: Demand and impact of AI on the industry - Management highlighted that the company has established itself as an AI leader, which aids in winning new clients and enhances operational execution, contributing to market share growth [28][30] Question: Changes in revenue patterns due to business mix - Management noted that the mix shift towards higher-margin verticals may lead to a more consistent revenue flow throughout the year, reducing the historical seasonal decline [32][34] Question: Gross margins and operating expenses - Management acknowledged that while gross margins have decreased year-over-year, SG&A expenses are growing at a slower rate than revenue, indicating operational efficiency [35][36]

Ribbon Communications (NasdaqGS:RBBN) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsBruce McClelland - CEOFahad Najam - SVP of Investor Relations and Corporate StrategyJohn Townsend - CFOConference Call ParticipantsDave Kang - Senior AnalystMichael Genovese - Senior Research AnalystRustam Kanga - Research Analyst and Vice PresidentRyan Koontz - Senior AnalystTim Savageaux - Managing Director and Senior Research AnalystOperatorGreetings, and welcome to the Ribbon Communications four ...

Adaptive Biotechnologies (NasdaqGS:ADPT) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsChad Robins - CEO and Co-FounderKarina Calzadilla - VP of Investor RelationsKyle Piskel - CFOSharon Benzeno - Chief Commercial Officer of Immune MedicineSusan Bobulsky - Chief Commercial Officer of MRDConference Call ParticipantsBill Bonello - AnalystDan Brennan - AnalystDavid Westenberg - AnalystMark Massaro - AnalystSebastian Sandler - AnalystSubbu Nambi - AnalystOperatorToday, and thank you fo ...