Avis Budget Group (NasdaqGS:CAR) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker7Welcome to the Avis Budget Group Q4 earnings 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. Please note, this conference is being recorded. I will now turn the conference over to David Calabria, Senior Vice President, ...

TechnipFMC (NYSE:FTI) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker9Hello, and thank you for standing by. My name is Regina, and I will be your conference operator today. At this time, I would like to welcome everyone to the TechnipFMC 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 press Star fo ...

Materialise (NasdaqGS:MTLS) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker3Hello, and thank you for standing by. Welcome to Materialise Fourth Quarter 2025 Financial Results Conference 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 the question during the session, you will need to press star one one on your telephone. You would then hear an automated message advising your hand is raised. To wi ...

Financial Data and Key Metrics Changes - Consolidated GMS for Q4 2025 was $3.6 billion, up 2.4% year-over-year, excluding Reverb, and up 1.3% year-over-year on a currency-neutral basis [19] - Consolidated revenue reached $882 million, up 6.6% year-over-year, marking a new quarterly record [19] - Adjusted EBITDA was $222 million, with a consolidated adjusted EBITDA margin of 25.2% [19] - Etsy Marketplace adjusted EBITDA margin was slightly above 30% in Q4, though lower year-over-year due to higher costs [20] Business Line Data and Key Metrics Changes - Etsy Marketplace GMS was up 0.1% year-over-year in Q4, marking the first positive comparison since Q3 2023 [20] - U.S. buyer GMS grew 0.3% year-over-year, the first quarter of positive growth in four years [21] - Home and living category returned to positive year-over-year GMS growth, driven by high average order value subcategories [22] - Mobile app contributed 46% to total GMS in Q4, with app GMS growth accelerating [22] Market Data and Key Metrics Changes - Trailing twelve-month active buyer count in the U.S. increased slightly from Q3 to Q4, with active buyers largely flat sequentially at 86.5 million [24] - 6.8 million new buyers and 10.4 million reactivated buyers were added, totaling 17.2 million gross additions, up 2.7% year-over-year [24] - Active sellers increased to 5.6 million, up 1.5% sequentially, reflecting growth in both U.S. and international sellers [25] Company Strategy and Development Direction - The company signed a definitive agreement to sell Depop to eBay for $1.2 billion, allowing a focus on growing the Etsy marketplace [3] - Strategic priorities include improving buyer-seller matching, enhancing customer loyalty, and leveraging human connection to differentiate Etsy [9] - The company aims to optimize for inspiration and ongoing engagement rather than just conversion [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the changes made, noting that the trajectory is improving with a return to growth in the core marketplace [11] - The company anticipates Q1 2026 GMS to be in the range of $2.38 billion to $2.43 billion, representing year-over-year growth of approximately 2%-4% [33] - Management highlighted the importance of AI technology in enhancing the shopping experience and driving growth [13] Other Important Information - The company plans to use proceeds from the Depop sale for general corporate purposes, share repurchases, and investment in the Etsy marketplace [26] - Etsy's cash position as of December 31 was $1.8 billion, with $735 million in adjusted EBITDA generated in 2025 [31] Q&A Session Summary Question: What changed in Q4 regarding buyer acquisition and reactivation? - Management noted that cumulative investments in product experience, app usage, and personalized marketing contributed to improved buyer metrics, indicating sustainable trends [38][39] Question: What are the key drivers of sustaining GMS growth through 2026? - The company emphasized a system of strategic priorities focused on discovery, matching, loyalty, and differentiation to drive durable growth [44] Question: How is the company addressing the competition from agentic platforms? - Management acknowledged the early days of agentic platforms but expressed optimism about their potential as a valuable discovery channel, highlighting the importance of understanding buyer intent [56][58]

SiriusPoint (NYSE:SPNT) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker5Good morning, and welcome to the SiriusPoint fourth quarter 2025 earnings conference call. During today's presentation, all parties will be in a listen-only mode. Following the presentation, the conference line will be open for questions with instructions to follow. As a reminder, this conference call is being recorded. I would now like to turn the call over to Mr. Liam Blackledge, Investor Relations and Strategy Manager. Pl ...

Nordson (NasdaqGS:NDSN) Q1 2026 Earnings call February 19, 2026 08:30 AM ET Speaker9Hello, everyone. Thank you for joining us, and welcome to the Nordson Corporation First Quarter Fiscal Year 2026 conference 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, press star one again. I will now hand the call over to Lara Mahoney. Please go ahead.Speaker6Thank you. Good m ...

Liberty Latin America (NasdaqGS:LILA) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker5Good day, everyone. You are holding for Liberty Latin America's full year 2025 investor call. Thank you for your patience. The investor call will begin in approximately 5 minutes. Please stand by. Good day, everyone. You are holding for Liberty Latin America's full year 2025 investor call. Thank you for your patience. The investor call will begin in approximately 2 minutes. Good morning, ladies and gentlemen, a ...

N-Able (NYSE:NABL) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker5Ladies and gentlemen, thank you for joining us, and welcome to the N-able fourth quarter 2025 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 to raise your hand. To withdraw your question, press star one again. I will now hand the conference over to Griffin Gyr, Investor Relations. Please go ahead.Speaker0Thank you, operator, and ...

NICE (NasdaqGS:NICE) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker3Welcome to the NICE conference call discussing fourth quarter 2025 results, and thank you all for holding. All participants are at present in a listen-only mode. Following management's formal presentation, instructions will be given for the question and answer session. As a reminder, this conference is being recorded February 19, 2026. I would now like to turn this call over to Mr. Ryan Gilligan, VP, Investor Relations at NICE. ...

Garrett Motion (NasdaqGS:GTX) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker7Hello, my name is Jamie, and I will be your operator this morning. I would like to welcome everyone to the Garrett Motion fourth quarter and full year 2025 financial results conference call. This call is being recorded, and a replay will be available later today. After the company's presentation, a question and answer session. At this time, I would like to turn the call over to Cyril Grandjean, Garrett's Vice President ...