Cirrus Logic (NasdaqGS:CRUS) Q3 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsAlek Valero - Equity Research AnalysChelsea Heffernan - VP of Investor RelationsDavid Williams - Municipal Bond Trader and UnderwriterJeff Woolard - CFOJohn Forsyth - CEOConference Call ParticipantsDylan Olivier - AnalystTore Svanberg - Managing Director and Senior AnalystOperatorLadies and gentlemen, thank you for standing by. Welcome to the Cirrus Logic third quarter fiscal year 2026 financial results Q&A ...

Lumen Technologies (NYSE:LUMN) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsBatya Levi - Managing DirectorChris Stansbury - CFOFrank Louthan - Managing DirectorJim Breen - SVP of Investor RelationsKate Johnson - President and CEOMichael Funk - SVPMichael Ng - Managing DirectorMichael Rollins - Managing DirectorNick Del Deo - Managing DirectorSam McHugh - Managing DirectorConference Call ParticipantsGregory Williams - Director and Senior Equity Research AnalystSebastiano Petti - Se ...

Lumentum (NasdaqGS:LITE) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsGeorge Notter - Managing Director of Equity ResearchKathy Ta - VP of Investor RelationsMichael Hurlston - President and CEORuben Roy - Managing Director of Equity ResearchSimon Leopold - Managing DirectorVijay Rakesh - Managing DirectorWajid Ali - EVP and CFOWupen Yuen - President, Global Business UnitsConference Call ParticipantsPapa Sylla - VP and Equity Research AnalystRyan Koontz - Managing Director and Equi ...

Super Micro Computer (NasdaqGS:SMCI) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsCharles Liang - CEODavid Weigand - CFOMichael Staiger - VP of Corporate DevelopmentConference Call ParticipantsAnanda Prosad Baruah - Equity Research AnalystAsiya Merchant - Equity Research AnalystBrandon Nispel - Equity Research AnalystCatherine Murphy - Equity Research AnalystJonathan Tanwanteng - Equity Research AnalystMark Newman - Senior Equity Research AnalystNehal Sushil Chokshi - Senior Equit ...

Financial Data and Key Metrics Changes - Total revenue for Q3 2026 was $185 million, with service revenue at $179.7 million, both exceeding guidance by approximately $3 million and growing 3.4% and 3.6% year-over-year respectively [17] - Operating income reached $21.7 million, resulting in an operating margin of 11.7%, significantly above the guidance range of 9%-10% [19] - Net income was $17.1 million with fully diluted EPS of $0.12, which was $0.03 above the high end of guidance [20] Business Line Data and Key Metrics Changes - Usage-based offerings grew nearly 60% year-over-year and now represent over 21% of service revenue, up from approximately 14% in Q3 2025 [17][7] - Service revenue, excluding Fuze customers, rose approximately 6% year-over-year, maintaining a growth rate similar to the previous quarter [17] Market Data and Key Metrics Changes - The company is experiencing a shift in customer preferences from pure SaaS subscriptions to hybrid and tokenized pricing models, which is reflected in the increased consumption of usage-based solutions [8] - Voice AI interactions increased more than 200%, now representing a vast majority of all AI interactions on the platform [7] Company Strategy and Development Direction - The company is focused on operational efficiency, innovation, and distribution, with a multi-product strategy gaining traction among top customers [9] - Investments are being made to enable simplified, consumption-based pricing and AI-driven automations to enhance customer success [9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's momentum entering Q4, highlighting the return to top-line growth and the importance of execution in the upcoming quarters [15] - The company acknowledges the competitive landscape and aims to accelerate installed base expansion and drive stronger channel momentum [15] Other Important Information - The completion of the Fuze customer base upgrade to the 8x8 platform marks a significant operational milestone, allowing the company to focus on growth and customer success [13][27] - The company has reduced its debt principal by $224 million, or 41%, since August 2022, leading to a more than 50% reduction in annualized interest expense [20] Q&A Session Summary Question: Insights on fiscal Q4 service revenue guidance considering Fuze headwinds - Management confirmed that the service revenue guidance for Q4, excluding Fuze, implies a year-over-year increase of over 5% [31][32] Question: Operating margin sustainability and targets for 2027 - Management indicated that while gross margins on usage-based business may be structurally lower, operating margins are expected to improve with scale, targeting a return to double-digit operating margins [34][36] Question: Adoption of voice AI and customer interactions - Management noted a significant shift towards production use of voice AI technologies, with customers increasingly adding use cases as they see positive ROI [42][43] Question: Revenue impact from Maven Lab and operational headwinds - Maven Lab had no contribution to revenue for the quarter, and any revenue headwinds were minimal, under $1 million [45][55] Question: Customer projects and monetization strategies - Management discussed the transition from pilot projects to larger scale deployments, emphasizing the importance of micro use cases in driving customer engagement and revenue [63][64]

Financial Data and Key Metrics Changes - In Q4 2025, Match Group reported total revenue of $878 million, up 2% year-over-year, and flat on a foreign exchange neutral basis [19] - For the full year 2025, total revenue was $3.5 billion, flat both as-reported and FXM [20] - Adjusted EBITDA for Q4 was $370 million, up 14%, with an adjusted EBITDA margin of 42% [20] - For the full year 2025, adjusted EBITDA was $1.2 billion, down 1%, representing a margin of 35% [20] - Free cash flow for 2025 was $1 billion, with a significant portion returned to shareholders through buybacks and dividends [25] Business Line Data and Key Metrics Changes - Tinder's Q4 direct revenue was $464 million, down 3%, with payers declining 8% to 8.8 million [21] - Hinge's Q4 direct revenue was $186 million, up 26%, with payers increasing 17% to 1.9 million [21] - E&E's Q4 direct revenue was $145 million, down 7%, with payers down 14% to 2.1 million [22] - Match Group Asia's Q4 direct revenue was $66 million, down 2% [23] Market Data and Key Metrics Changes - Globally, new registration trends improved significantly, with a decline of only 5% year-over-year in Q4 compared to a 12% decline in Q2 [8] - Monthly Active Users (MAU) declined 9% year-over-year in Q4, an improvement from a 10% decline in Q3 [8] - In 15 countries, MAU declines improved by at least 2 points, representing about one-third of Tinder's global MAU [8] Company Strategy and Development Direction - The company is focused on a three-phase transformation: reset, revitalize, and drive resurgence, with user outcomes prioritized [3] - Tinder's product roadmap for 2026 aims to address Gen Z pain points, focusing on relevance, match quality, and safety [10] - Hinge is expanding into new markets, including Mexico, Brazil, Argentina, Chile, Peru, and India, with strong user growth and revenue momentum [15] Management's Comments on Operating Environment and Future Outlook - Management expects Tinder's direct revenue declines in 2026 to be similar to 2025 due to ongoing product changes [5] - The company anticipates continued strong direct revenue growth at Hinge while facing headwinds in other segments [5] - Management is optimistic about the turnaround at Tinder, citing improvements in user engagement metrics [9] Other Important Information - The company plans to host its first-ever product event for Tinder in March 2026 to showcase upcoming features and innovations [11] - A cash dividend of $0.20 per share has been declared, representing a 5% increase from the previous dividend [26] Q&A Session Summary Question: Early learnings from Project Aurora and its impact on user metrics - Management shared that Australia saw significant improvements in user metrics due to product enhancements and marketing strategies [40][41] Question: Engagement improvements in 15 countries - Management noted that improvements in recommendation algorithms, Double Date, FaceCheck, and marketing contributed to MAU growth in key countries [49][50] Question: Measuring relevance for women and its impact on payers - Management highlighted that initiatives like Double Date have improved female user engagement and retention, which is expected to translate into payer growth over time [58][61]

Aviat Networks (NasdaqGS:AVNW) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsAndrew Fredriksen - VP of Corporate Development and Investor RelationsAndy Schmidt - CFOPete Smith - President and CEOConference Call ParticipantsScott Searle - Managing Director, Senior Research AnalystTheodore O'Neill - CEO and Senior AnalystTim Savageaux - Managing Director and Senior Research AnalystOperatorGood afternoon. Welcome to Aviat Networks' second quarter fiscal 2026 earnings call. At this tim ...

8x8 (NasdaqGS:EGHT) Q3 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsKate Patterson - Head of Investor RelationsKevin Kraus - CFOPeter Levine - Managing DirectorSamuel Wilson - CEOSiti Panigrahi - Managing DirectorConference Call ParticipantsJosh Nichols - Senior Research AnalystOperatorGood day, everyone, and welcome to 8x8 Inc.'s third quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a qu ...

Mondelez International (NasdaqGS:MDLZ) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsDirk Van de Put - Chairman and CEOLuca Zaramella - COO and CFOConference Call ParticipantsAndrew Lazar - AnalystChris Carey - AnalystDavid Palmer - AnalystMegan Clapp - AnalystMichael Lavery - AnalystPeter Galbo - AnalystScott Marks - AnalystOperatorGood afternoon and welcome to the Mondelēz International 2025 fourth quarter and full year earnings question and answer session. Your lines have been p ...

Financial Data and Key Metrics Changes - Total revenue for Q2 was $23 million, up 3% year-over-year, exceeding guidance and street consensus [14] - SaaS revenue increased by 5% year-over-year, accounting for 95% of total revenue, up from 93% in Q2 last year [14] - Non-GAAP net income was $3 million or $0.11 per share, up from $1.3 million or $0.05 per share in the year-ago quarter [16] - Adjusted EBITDA margin for the quarter was 14%, up from 7% in the year-ago quarter [16] - Operating cash flow was $10.1 million, representing a 44% operating cash flow margin, compared to $6.4 million at 29% in the year-ago quarter [17] Business Line Data and Key Metrics Changes - SaaS ARR for AI knowledge customers increased 27% year-over-year, now representing 64% of total SaaS ARR [18][22] - SaaS ARR for all customers increased 7% year-over-year, and 11% when excluding non-core messaging products [18] - LTM dollar-based SaaS net retention for AI knowledge customers was 116%, up from 99% a year ago [18] Market Data and Key Metrics Changes - More than 50% year-over-year increase in top-of-the-funnel AI knowledge leads [4] - Partner-sourced leads in the first half of fiscal 2026 increased 80% year-over-year [10] Company Strategy and Development Direction - The company is focused on becoming a leader in AI-driven knowledge automation, with a strategy centered around customer experience (CX) and extending to enterprise use cases [12][39] - The introduction of the eGain Composer is aimed at driving product sales and attracting new ecosystem partners [11] - The company is investing in product innovation while reducing spending on legacy products [16] Management's Comments on Operating Environment and Future Outlook - Management noted strong business momentum and positive results from go-to-market strategies, with expectations for continued growth [12][22] - The company anticipates total revenue for Q3 to be between $22.2 million and $22.7 million, and for the full year to be between $90.5 million and $92 million [19][21] - Management expressed confidence in capturing market leadership in AI-driven knowledge automation [22] Other Important Information - The company has a strong balance sheet with total cash and cash equivalents at $83.1 million, up from $62.9 million as of June 30, 2025 [17] - The company did not repurchase any shares during the quarter and has $19.7 million remaining under the buyback program [17] Q&A Session Summary Question: Can you provide more details about the large software deal? - The deal involved a long sales cycle of about a year and a half, replacing a lack of an enterprise-wide knowledge platform [26] Question: Can you clarify the impact of the non-core messaging products? - 50% of the non-core messaging revenue was reduced in Q2, with the remainder to be phased out in Q1 2027 [29] Question: What is driving the strength in partner-driven lead generation? - Momentum is seen from small boutique knowledge consulting firms and contact center knowledge deals [30] Question: What are the barriers to replicating the company's software platform? - Key barriers include architecture, understanding use cases, and non-functional requirements like reliability and scalability [36] Question: How is the company planning to deploy its cash reserves? - The focus will remain on internal investments to drive top-line growth, with share buybacks and opportunistic inorganic options being considered [40][41] Question: What are the hiring plans moving forward? - The company is reallocating resources towards high-end engineering and technology talent while increasing marketing investments [44]