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 ...

Warner Music Group (NasdaqGS:WMG) Q1 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsArmin Zerza - CFOBatya Levi - Managing Director - Communications, Media and InfrastructureBenjamin Black - Co-Head Internet Equity ResearchKareem Chin - Head of Investor RelationsKutgun Maral - Director, Equity Research - Media, Cable and TelecomRobert Kyncl - CEOConference Call ParticipantsCameron Mansson-Perrone - Lead Analyst - Music and Live Entertainment, Media, and Cable/SatelliteIan Moore - Equit ...

Financial Data and Key Metrics Changes - Total revenues for Q4 2025 increased by 8% to $147.4 million, while net revenues rose by 5% to $129.4 million compared to Q4 2024 [12][13] - Net income for Q4 was $24.8 million, or $0.49 per diluted share, up from $23.6 million, or $0.46 per diluted share in the prior year [14] - EBITDA for Q4 was $34.7 million, with a margin of 26.8% of net revenues, compared to $31.2 million or 25.2% in the same period of 2024 [15] - For the full year 2025, total revenues grew by 4% to $582 million, while net revenues increased to $536.8 million [18] - Net income for the year decreased by 3% to $106 million, or $2.07 per diluted share [18] Business Line Data and Key Metrics Changes - The engineering and other scientific segment represented 85% of net revenues in Q4 2025, with a 7% increase in net revenues for the quarter and a 4% increase for the full year [22] - The environmental and health segment accounted for 15% of net revenue in Q4, with a 5% decrease in revenues for the quarter, while remaining flat for the full year [23] Market Data and Key Metrics Changes - Growth in proactive engagements was driven by increased demand in user research and consumer electronics, as well as risk management work in the utility sector [4][5] - Reactive engagements saw growth due to failure analysis and dispute-related services across various industries, including energy and transportation [7] Company Strategy and Development Direction - The company aims to leverage artificial intelligence and complex technologies to enhance its service offerings and maintain a competitive edge [10][30] - Exponent is focused on diversifying its client base and product offerings, particularly in the consumer electronics and energy sectors [11][46] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the demand environment, particularly in AI and novel technologies, which are expected to drive growth in 2026 [36][39] - The company anticipates high single-digit growth in net revenues for Q1 and full year 2026, with EBITDA margins expected to remain stable [24][28] Other Important Information - The company distributed $61.5 million to shareholders through dividends and repurchased $97.8 million of common stock in 2025 [21] - As of year-end, Exponent had $221.9 million in cash and cash equivalents [22] Q&A Session Summary Question: Performance of consumer electronics in proactive business - Management noted an uptick in user research engagements, particularly related to health-related products and novel AI-driven devices [33][34] Question: Guidance and visibility for 2026 - Management indicated strong visibility into market demands and trends, with a positive outlook for headcount growth and utilization [36][39] Question: Characterization of 2026 compared to 2025 - Management highlighted an acceleration of growth and demand across various sectors, particularly in consumer electronics and energy [44][46] Question: AI's impact on litigation support and investigation services - Management discussed the integration of AI tools to enhance efficiency while also emphasizing the need for high-level expertise to handle complex data [50][52] Question: Expectations for net headcount growth in 2026 - Management expects net headcount growth of 40-50, focusing on areas such as transportation, energy, and cybersecurity [56][58] Question: AI's contribution to growth - Management affirmed that AI is a net benefit, driving growth in various sectors, including transportation and user research [60][68]

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 ...

Knowles (NYSE:KN) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsJeffrey Niew - President and CEOJohn Anderson - SVP and CFOSarah Cook - VP of Investor RelationsTyler Bomba - Equity Research AssociateWill Gildea - Equity Research AssociateConference Call ParticipantsAnthony Stoss - Senior Research AnalystChristopher Rolland - Senior Equity Analyst in SemiconductorsOperatorGood day, everyone, and welcome to Knowles Corporation's fourth quarter. I would like to hand the conference ove ...

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 ...

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 ...

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-and ...

Financial Data and Key Metrics Changes - Illumina reported Q4 revenue of $1.16 billion, up 5% year-over-year on a reported basis and 4% on a constant currency basis [20][22] - Non-GAAP EPS for Q4 was $1.35, growing approximately 42% year-over-year, exceeding guidance [26] - Non-GAAP operating margin was 23.7% in Q4, expanding 400 basis points year-over-year [25] Business Line Data and Key Metrics Changes - Clinical consumables revenue grew 20% year-over-year in Q4, driven by increased adoption of sequencing-based diagnostic tests [5][8] - Sequencing consumables revenue was $755 million, up 8% year-over-year, with 11% growth excluding China [22] - Research and applied markets consumable sales were roughly flat year-over-year, reflecting ongoing uncertainty in the funding environment [22] Market Data and Key Metrics Changes - Greater China revenue was $55 million, representing a $25 million decline from Q4 of 2024 [22] - Clinical market maintained momentum, growing 20% outside of China, driven by broader adoption of NGS-based testing [22] - Total sequencing GB output grew at a rate of more than 30% year-over-year, primarily from clinical customers [24] Company Strategy and Development Direction - Illumina's strategy focuses on three pillars: core sequencing, scaling multi-omics, and expanding service data and software capabilities [10][13] - The acquisition of SomaLogic is expected to enhance Illumina's position in the proteomics market, integrating capabilities for deeper biological insights [12] - The company aims to introduce new technologies, including spatial transcriptomics and constellation map read technology, in 2026 [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the momentum built in 2025, expecting organic revenue growth of 2%-4% in 2026, excluding China [17][30] - Clinical consumables are projected to grow double-digit to mid-teens in 2026, while research consumables are expected to decline mid-to-high single digits [30][31] - Management highlighted the importance of adapting to the evolving market dynamics and customer needs, particularly in the clinical space [16][70] Other Important Information - Illumina returned approximately $740 million to shareholders through share repurchases in 2025 [7] - The company ended Q4 with approximately $1.63 billion in cash and cash equivalents [28] - The acquisition of SomaLogic was completed for an upfront payment of $350 million, with potential royalties and milestone payments [27] Q&A Session Summary Question: Operating margin guidance and capital deployment - Management confirmed that the guidance includes an assumption of ending the year at 26%-27% operating margin and discussed capital deployment priorities [36][38] Question: Clinical performance guidance for 2026 - Management explained that the guidance reflects a cautious approach, considering uncertainties in the research environment, but remains optimistic about clinical growth [42][45] Question: Instrumentation split between research and clinical - Management indicated that over 60% of NovaSeq X placements were to clinical customers, with expectations for this trend to continue [50][52] Question: Growth drivers in oncology and genetic applications - Management noted that oncology remains the main growth driver, with increasing use of genetic profiling for various diseases [66] Question: Competitive landscape and pricing strategies - Management expressed confidence in Illumina's competitive position and the ability to address market segments with different pricing strategies [74][76] Question: China market assumptions and BioInsight monetization - Management discussed ongoing conversations with Chinese regulators and the potential for growth in the BioInsight business, emphasizing its early-stage momentum [80][81]

Financial Data and Key Metrics Changes - Illumina reported Q4 2025 revenue of $1.16 billion, a 5% increase year-over-year on a reported basis and 4% on a constant currency basis [20][22] - Non-GAAP EPS for Q4 was $1.35, reflecting a 42% year-over-year growth [26] - Non-GAAP operating margin expanded to 23.7%, up 400 basis points year-over-year [25] Business Line Data and Key Metrics Changes - Clinical consumables revenue grew 20% in Q4 2025, excluding China, driven by increased adoption of sequencing-based diagnostic tests [5][8] - Sequencing consumables revenue reached $755 million, an 8% increase year-over-year [22] - Research and applied markets consumable sales were roughly flat year-over-year, indicating a stabilization compared to previous quarters [22] Market Data and Key Metrics Changes - Greater China revenue was $55 million, down $25 million from Q4 2024, reflecting ongoing export restrictions [22] - Clinical market growth outside of China was 20%, driven by broader adoption of NGS-based testing [22] - Total sequencing GB output grew over 30% year-over-year, primarily from clinical applications [24] Company Strategy and Development Direction - Illumina's strategy focuses on three pillars: core sequencing, scaling multi-omics, and expanding service data and software capabilities [10][12] - The acquisition of SomaLogic is expected to enhance Illumina's position in the proteomics market, integrating capabilities for deeper biological insights [11][12] - The company aims to introduce new technologies, including spatial transcriptomics and constellation map read technology, in the first half of 2026 [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the momentum built in 2025, expecting organic revenue growth of 2%-4% in 2026, excluding China [17][30] - Clinical consumables are projected to grow double-digit to mid-teens in 2026, while research consumables are expected to decline mid- to high-single digits [30][31] - Management highlighted the importance of adapting to the evolving funding environment in the research sector [44] Other Important Information - The company returned approximately $740 million to shareholders through share repurchases in 2025 [7] - Illumina ended Q4 with approximately $1.63 billion in cash and cash equivalents [28] - The company plans to continue share repurchases opportunistically, with $643 million remaining on its authorization [27] Q&A Session Summary Question: Operating margin guidance and capital deployment - Management confirmed that the guidance includes an assumption of ending the year at 26%-27% operating margin and remains committed to long-term margin targets despite the SomaLogic acquisition [36][38] Question: Clinical performance guidance for 2026 - Management explained that the guidance reflects a cautious approach, considering uncertainties in the research environment, but remains optimistic about clinical growth momentum [42][45] Question: Instrumentation split between research and clinical - Management indicated that over 60% of Q4 instrument placements were clinical, with expectations for this trend to continue into 2026 [50][52] Question: Growth drivers in oncology and genetic applications - Management noted that oncology remains the main growth driver, with increasing use of genetic profiling for various applications [66] Question: Competitive landscape and pricing strategies - Management expressed confidence in Illumina's competitive position and highlighted ongoing discussions with customers regarding pricing and workflow efficiencies [74][76]