Financial Data and Key Metrics Changes - Revenue from continuing operations grew 14% year-over-year for the full year 2025, marking the second consecutive year of mid-teens growth [3][19] - Adjusted EBITDA from continuing operations increased by 25% year-over-year [3][22] - Fourth quarter revenue grew 15% year-over-year to $241 million, driven by strength in subscription-based listings revenue and international business [19][20] - Full-year 2025 non-GAAP net income per diluted share attributable to common stockholders was $2.28, up 31% year-over-year [24] Business Line Data and Key Metrics Changes - Consolidated CarSid grew 8% year-over-year, with global paying dealer count increasing by 2,399 [5][19] - Add-on product adoption rose nearly 25% year-over-year, indicating strong engagement and platform usage [5] - Digital Deal leads with high-value actions increased 78% year-over-year, reflecting deeper shopper progression into transactions [12] Market Data and Key Metrics Changes - International revenue grew 27% year-over-year, with fourth quarter revenue up 32% year-over-year [20] - International dealer count grew 14% year-over-year to 8,360 dealers [20] Company Strategy and Development Direction - The company aims to expand its suite of data-driven solutions across dealer workflows, enhancing profitability for dealers [5][6] - Focus on product innovation, with more new products launched in 2025 than in any prior year, embedding data and intelligence into dealer workflows [4][17] - The strategy includes leveraging AI-driven innovation to enhance consumer engagement and streamline transactions [3][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining growth rates due to strong visibility and a diversified dealer base [31] - The company anticipates continued investment in product and technology to support long-term growth, with a focus on maintaining healthy margins [39][40] - Management highlighted the importance of trust and confidence in the consumer journey, which shapes their investment strategy [76] Other Important Information - The company completed the wind down of CarOffer, presenting its financial results as discontinued operations [18] - A new $250 million share repurchase program was authorized, emphasizing the commitment to return value to shareholders [25] Q&A Session Summary Question: Visibility of growth rate and new products' contribution - Management indicated strong growth visibility due to effective execution on growth levers and new product introductions, which are expected to enhance long-term growth [31][34] Question: Inclusion of Price Vantage in revenue guidance - Price Vantage and New Car Exposure are included in the revenue guidance as they have been launched and are expected to contribute to growth [37] Question: Margin outlook and investment strategy - Management clarified that the margin outlook reflects a balance between investing for growth and maintaining healthy margins, with a focus on long-term sustainability [39][40] Question: Factors driving improved dealer satisfaction and retention - Improved dealer satisfaction is attributed to clear ROI from lead growth and the introduction of new software and data tools that enhance profitability [56] Question: Traffic growth and consumer engagement - Traffic growth is driven by enhanced consumer experience and broader reach through marketing campaigns, leading to increased app downloads and active users [66]

JAKKS Pacific (NasdaqGS:JAKK) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker3Afternoon, everyone. Welcome to the JAKKS Pacific fourth quarter and full year 2025 earnings conference call with management, who will review financial results for the quarter ended December 31, 2025. JAKKS issued its earnings press release earlier today. The earnings release and presentation slides related to today's call are available on the company's website in the Investor section. On the call this afternoon are St ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 was $109.8 million, a year-over-year decrease of 3.9%, while full-year revenue was $421.5 million, down 1.7% year-over-year [12] - Annualized recurring revenue (ARR) was $411.4 million for Q4, reflecting a decrease of 0.8% year-over-year [12] - Gross margin was 60.4% for both Q4 and full year 2025, compared to 63.7% for Q4 2024 [15] - Net income attributable to shareholders for Q4 was $724,000, or $0.01 per diluted share, compared to $0.07 per diluted share in the prior year [19] Business Line Data and Key Metrics Changes - The company closed 19 new client transactions over $1 million in total contract value (TCV), totaling $58.1 million, compared to 22 transactions totaling $51.9 million last year [4] - Revenue from PeopleSoft support services was 4% of total revenue for Q4 and 5% for full year 2025, down from 8% when the wind down began [24] Market Data and Key Metrics Changes - Remaining performance obligations (RPO) grew 11.1% year-over-year, reaching $653 million as of December 31, 2025 [22] - Deferred revenue as of December 31, 2025, was $288 million, compared to $281 million for the prior year [22] Company Strategy and Development Direction - The company is positioning itself as a bridge between traditional ERP software and modern AI innovations, focusing on reducing operating costs by up to 90% for existing ERP landscapes [5] - The introduction of Agentic AI ERP solutions aims to modernize existing ERP systems without the need for costly upgrades or migrations [5][9] - Strategic partnerships with AI platform companies like ServiceNow are expected to enhance the company's offerings and market reach [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering growth in 2026, citing accelerating momentum in bookings and pipeline [4] - The company anticipates a revenue growth range of 4%-6% for full year 2026, with adjusted EBITDA margins expected between 12.5%-15.5% [25] - Management noted improved visibility and confidence in achieving top-line guidance due to a growing sales pipeline and increased close rates [29][35] Other Important Information - The company ended Q4 2025 with a cash balance of $120 million, up from $88.8 million in the prior year [21] - Operating cash flow increased significantly in 2025, reflecting a strong cash position [21] Q&A Session Summary Question: Visibility on revenue growth for 2026 - Management expects Q1 numbers to be solid based on contracts signed in Q4, with improved visibility due to a growing sales pipeline [28][29] Question: Drivers of RPO growth - Management indicated that RPO growth is encouraging and reflects increased confidence in achieving revenue expectations [56] Question: Sales productivity and North American growth - Management noted that sales productivity is improving, with a focus on stabilizing North American operations and increasing sales capacity [58] Question: Adoption of Rimini Agentic UX solutions - Management highlighted that customer interest is growing, but adoption will take time as clients digest the new technology [75]

Harmonic (NasdaqGS:HLIT) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker2Welcome to the fourth quarter and full year 2025 Harmonic Earnings Conference Call. My name is Michelle, and I'll be your operator for today's call. All participants will be in listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question, please press star one one on your touchtone phone. Please note that this conference is being recorded. I'll now turn the call over to Da ...

Floor & Decor (NYSE:FND) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker6Greetings, and welcome to the Floor & Decor Holdings Fourth Quarter 2025 conference call. At this time, 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 that this conference is being recorded. I will now turn the conference over to our host ...

American Coastal Insurance (NasdaqCM:ACIC) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker5As a reminder, this conference is being recorded. It is now my pleasure to turn the call over to your host, Jeremy Hellman, Vice President at The Equity Group and American Coastal's Investor Relations representative. Please go ahead, Jeremy.Speaker2Thank you, operator, and good afternoon, everyone. American Coastal Insurance Corporation has this broadcast available on its website at www.amcoastal.com. Repl ...

Live Nation Entertainment (NYSE:LYV) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker8Good afternoon. My name is John, and I will be your conference operator today. At this time, I would like to welcome everyone to Live Nation's full year and fourth quarter 2025 earnings call. I would now like to turn the call over to Ms. Yong. Thank you, Ms. Yong. You may begin your conference.Speaker0Good afternoon, and welcome to the Live Nation full year and fourth quarter 2025 earnings conference call. Joini ...

Inseego (NasdaqGS:INSG) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker3Hello, 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 conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity for Q&A. To ask a question, please press star, then one on your t ...

Prothena (NasdaqGS:PRTA) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAlexa Deemer - Biotechnology Equity Research AssociateBrandon Smith - COOChad Swanson - Chief Development OfficerGene Kinney - President and CEOMark Johnson - VP and Head of Investor RelationsNevin Jacob - Associate in Equity ResearchPhil Dolan - VP of Discovery ResearchTran Nguyen - Chief Strategy Officer and CFOConference Call ParticipantsJason Butler - Managing Director and Senior Biotechnology Equity Researc ...

Ardelyx (NasdaqGM:ARDX) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAllison Arfstrom - Consumer Equity ResearchAydin Huseynov - Managing Director and Equity ResearchCaitlin Lowie - VP of Corporate Communications and Investor RelationsEric Foster - Chief Commercial OfficerJennifer Jia - Biotech Equity ResearchJulian Harrison - Managing DirectorLaura Chico - Managing Director and Equity ResearchLaura Williams - Chief Patient Officer and Interim Chief Medical OfficerMike Raab - CEOS ...