Financial Data and Key Metrics Changes - Venu's total assets grew to $370 million as of December 31, 2025, up $192 million or 108% from $178 million at December 31, 2024 [22] - Property and equipment increased to $305 million as of December 31, 2025, up 123% from $137 million at December 31, 2024 [22] - Total revenue was $17 million for the full year ended December 31, 2025, compared to $17.8 million for the full year ended December 31, 2024 [23] Business Line Data and Key Metrics Changes - Luxe FireSuite and Aikman Club sales reached $126 million for the full year ended December 31, 2025, representing a 62% increase over the $77 million generated in fiscal year 2024 [23] - The triple-net model launched mid-year 2025 accounted for approximately 25% of total fire suite sales for the year [23] Market Data and Key Metrics Changes - Amphitheater revenue grew 94% year-over-year due to a full season in 2025 compared to a partial season in 2024 [10] - The Ford Amphitheatre was named to Billboard's 2026 Top Music Venues list, enhancing its market recognition [10] Company Strategy and Development Direction - The company is focused on building partnerships with world-class operators and expanding its venue portfolio, targeting a total of 40 locations [17][36] - Venu is pursuing a more than just music strategy, including residencies and AI-driven programming to maximize revenue-generating capabilities [8] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, highlighting a strong demand for venues and a robust booking pipeline for the upcoming season [48][50] - The company is actively addressing operational challenges and refining its focus on high-potential venues [14] Other Important Information - Venu completed a $14 million sale-leaseback of its Colorado Springs parking property in Q4 2025, generating a development profit of $6.6 million [24] - The company has formed significant partnerships with brands like PepsiCo and Aramark, indicating strong market validation [17][20] Q&A Session Summary Question: Strategy to attract more institutional investors - Management acknowledged frustration with stock performance and outlined plans to enhance investor relations and attract more institutional investors [28][30] Question: Future market expansion plans - Management detailed ongoing negotiations in 13 markets and plans for strategic expansion in Colorado and Texas [36] Question: Clarification on asset valuation discrepancies - Management explained the gap between the balance sheet value and the appraised value of $1.24 billion, attributing it to municipality-contributed real estate being recorded at zero cost basis [40][43] Question: Outlook for event supply and bookings - Management indicated a strong uptick in bookings and demand for amphitheater events compared to the previous year, with expectations for a robust season ahead [48][50]

Nano Dimension (NasdaqCM:NNDM) Q4 2025 Earnings call March 31, 2026 04:30 PM ET Company ParticipantsDavid Stehlin - CEOJohn Brenton - CFOParvah Sanaria - Director of Investor RelationsConference Call ParticipantsMoshe Sarsadi - AnalystOperatorAlso, note today's event is being recorded. At this time, I would like to turn the conference call over to Parvah Sanaria, Director of Investor Relations. Please go ahead.Parvah SanariaThank you, and good afternoon, everyone. Welcome to Nano Dimension's fourth quarter ...

Aqua Metals (NasdaqCM:AQMS) Q4 2025 Earnings call March 31, 2026 04:30 PM ET Company ParticipantsDan Scott - Senior Vice President and Investor RelationsEric West - CFOSteve Cotton - President and CEOConference Call ParticipantsMickey Legg - Equity Research Analyst in Electric Vehicle SectorOperatorAs a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Dan Scott. Thank you. You may begin.Dan ScottThank you operator, and thank you everyone for joining us ...

Financial Data and Key Metrics Changes - KULR recorded a net loss of approximately $62 million in 2025, primarily due to one-time and non-cash items, including a $14 million mark-to-market expense related to Bitcoin holdings [4][28] - Total revenue for 2025 was $16.1 million, representing a 51% increase from the previous year, driven mainly by Bitcoin mining and battery research grant dollars [7][28] - Battery platform revenue, which includes product sales and contract services, was $7.3 million in 2025, serving as the baseline for growth in 2026 [7][28] Business Line Data and Key Metrics Changes - Product revenue increased by 39%, while service revenue declined by 50% in 2025, indicating a shift towards a product-focused model [28] - The gross margin for product sales was reported at 1% in 2025, reflecting the challenges of early-stage manufacturing [8][28] - KULR has over 30 active customer development programs across various sectors, including KULR ONE Air, KULR ONE Space, and KULR ONE Guardian [12][19] Market Data and Key Metrics Changes - The KULR ONE Air platform is experiencing the most momentum, with over 20 active customer development agreements and plans to produce over 10,000 battery packs per month by late 2026 [29][34] - KULR has entered a five-year preferred battery supply agreement with Caban Energy, which is expected to contribute to revenue growth in the telecom sector [23][32] - The company is also focusing on AI data center applications, with expectations for revenue opportunities to materialize in 2027 [30][41] Company Strategy and Development Direction - The company's mission for 2026 is to eliminate distractions and focus on building and selling more KULR ONE batteries [6][34] - KULR aims to improve gross margins through automation and increased production volume, with an automated production line planned for the second half of 2026 [9][10] - The strategic focus is on high-growth markets such as autonomous platforms, digital infrastructure, and direct energy systems, which require specialized battery solutions [10][20] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges faced in 2025 but emphasizes a strong foundation for growth in 2026, with a commitment to execution and accountability [4][5] - The demand for high-power battery packs is identified as a significant growth driver, particularly in challenging environments [10][20] - Management expresses confidence in the stability and repeatability of the revenue base, with a diversified customer portfolio and ongoing engagements [37][38] Other Important Information - KULR's partnerships with battery cell manufacturers like Amprius and Molicel are part of a long-term strategy to access advanced battery technology [13] - The company is actively engaged in developing NDAA-compliant battery systems in collaboration with Hylio, which is crucial for government and defense-related applications [17][44] Q&A Session Summary Question: Which markets are seeing the most momentum today? - Management highlighted the KULR ONE Air platform for autonomous systems as the area with the highest momentum, with over 20 active customer agreements and plans for significant production [29] Question: Update on AI data center backup power market? - Management stated that development for the AI data center PBU product began in 2025, with expectations for revenue opportunities in 2027 [30] Question: Status in telecom and energy infrastructure? - Management confirmed that production has commenced with Caban Energy and that they are also exploring battery-as-a-service offerings directly with telecom operators [32] Question: Where is management most focused right now? - The primary focus for 2026 is on the KULR ONE Air platform, which shows the highest growth potential [34] Question: Biggest goals and milestones for 2026? - Management aims for significant growth in KULR ONE Air products, with a baseline target of 10,000 packs per month as automation is implemented [36] Question: Stability and repeatability of KULR ONE platform revenue? - Management indicated that the company is moving towards a more stable and repeatable product sales model in 2026, supported by a broader customer base [37][38] Question: Potential role in space-based AI data centers? - Management noted that while there are opportunities, it is not a primary focus for 2026 [39][40] Question: Revenue contributions from recent partnerships? - Management confirmed that both Hylio and Caban are expected to contribute to revenue in 2026, while AI data center business will be more relevant in 2027 [41]

TruBridge (NasdaqGS:TBRG) Q4 2025 Earnings call March 31, 2026 04:30 PM ET Company ParticipantsChris Fowler - President and CEOMaxine Juvelier - Equity Research AssociateRyan Halsted - Managing DirectorVinay Bassi - CFO and TreasurerConference Call ParticipantsGene Mannheimer - Senior Research AnalystJeff Garro - Managing Director and Equity Research AnalystSarah James - Managing Director and Equity Analyst for Healthcare ServicesSean Dodge - Equity Research AnalystOperatorAt this time, I will turn the call ...

Edible Garden (NasdaqCM:EDBL) Q4 2025 Earnings call March 31, 2026 04:30 PM ET Company ParticipantsJeremy Pearlman - Equity Research AssociateJim Kras - CEOKostas Dafoulas - Interim CFOTed Ayvas - Investor Relations ContactConference Call ParticipantsNone - AnalystOperatorPlease note, this conference is being recorded. I will now turn the conference over to your host, Ted Ayvas, Investor Relations. The floor is yours.Ted AyvasThanks, John. Good afternoon, and thank you for joining Edible Garden's 2025 fourt ...

Aqua Metals (NasdaqCM:AQMS) Q4 2025 Earnings call March 31, 2026 04:30 PM ET Company ParticipantsDan Scott - Senior Vice President and Investor RelationsEric West - CFOSteve Cotton - President and CEOConference Call ParticipantsMickey Legg - Equity Research Analyst in Electric Vehicle SectorOperatorAs a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Dan Scott. Thank you. You may begin.Dan ScottThank you operator, and thank you everyone for joining us ...

Financial Data and Key Metrics Changes - Total revenues for Q4 were $149.7 million, a 6% year-over-year increase, and $594.8 million for fiscal 2026, a 10% increase over fiscal 2025 [26] - Subscription revenues were $133.4 million in Q4, up 7% year-over-year, and $523.1 million for the full year, a 12% increase over fiscal 2025 [27] - Non-GAAP net income for Q4 was $42.8 million or $0.37 per diluted share, compared to $22 million or $0.19 per diluted share in Q4 of fiscal 2025 [32] - Free cash flow for fiscal 2026 was $82.6 million, up 55% compared to $53.4 million in fiscal 2025 [33] Business Line Data and Key Metrics Changes - ACV (Annual Contract Value) as of January 31, 2026, was $602.4 million, a 17% year-over-year increase [35] - ACV net retention rate improved to 112%, up from 106% in fiscal 2025, reflecting growing demand for the AI-powered platform [36] - Professional services revenues were $16.3 million in Q4, a decrease of 1% year-over-year, with full-year revenues flat at $71.6 million [30] Market Data and Key Metrics Changes - International total revenues for Q4 were $32.9 million, down 1% year-over-year, but up 13% for fiscal 2026 [29] - International subscription revenues were $28.4 million in Q4, up 1% year-over-year, and $109.5 million for fiscal 2026, a 19% increase [29] Company Strategy and Development Direction - The company is focusing on AI integration within its platform, positioning itself as a critical player in the financial services market [5][7] - nCino aims to leverage its proprietary dataset to enhance product development and provide industry insights [12][21] - The transition to a platform pricing model is underway, with approximately 38% of ACV moved away from seat-based pricing [21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position within the AI landscape, emphasizing the importance of regulatory compliance in banking [14][15] - The sales pipeline is reported to be strong, with expectations for continued growth in subscription revenues and ACV [24][47] - The company anticipates free cash flow of $132 million-$137 million for fiscal 2027, reflecting a 63% year-over-year increase [39] Other Important Information - The company has hired a new Chief Revenue Officer to further accelerate subscription revenue growth [25] - nCino has implemented a $100 million accelerated share repurchase program, funded by free cash flow and a term loan expansion [34] Q&A Session Summary Question: Can you frame the change in close rates or win rates in the back half of the year? - Management noted a larger pipeline and healthy conversion rates, contributing to a positive outlook for ACV [50][51] Question: Where is the greatest usage across the portfolio of capabilities and skills? - The focus is on adoption of Banking Advisor and agentic solutions, with significant traction in credit monitoring and automated processes [54][55] Question: Are you seeing AI models impacting nCino's differentiation? - Management emphasized that while AI capabilities are evolving, nCino's unique position in the market remains strong due to its compliance-focused architecture [59][60] Question: Can you provide metrics on efficiency gains from intelligence units? - Management highlighted that there is a direct correlation between the consumption of intelligence units and positive outcomes for customers [63][64] Question: What is the update on the credit union initiative? - The company is actively engaging with the credit union market, establishing relationships and growing the pipeline [77][78]

BioHarvest Sciences (NasdaqGM:BHST) Q4 2025 Earnings call March 31, 2026 04:30 PM ET Company ParticipantsBar Dichter - CFOIlan Sobel - CEOJustin Meiklem - Head of Investor RelationsZaki Rakib - ChairmanConference Call ParticipantsAnthony Vendetti - Executive Managing Director and Director of Research and Senior Healthcare AnalystMatt Hewitt - Senior Research Analyst on HealthcareSean McGowan - Managing Director and Senior Research AnalystSusan Anderson - Managing Director and Senior AnalystOperatorI will no ...

Financial Data and Key Metrics Changes - Total revenue for Q4 2025 was $2.8 million, a 116% increase from $1.3 million in Q4 2024 [18] - Gross profit for Q4 2025 was $2.3 million, up 148% from $0.9 million in Q4 2024, with gross margin expanding to 81.9% from 71.3% [18][5] - Fiscal year 2025 revenue increased to $12.2 million, a 169% rise from $4.5 million in fiscal 2024, with gross profit increasing by 221% to $10 million [20][21] - Net loss for FY 2025 decreased by 29% to $22.5 million compared to $31.5 million in FY 2024 [21] Business Line Data and Key Metrics Changes - The growth was driven by the performance of subsidiaries Vidello and OpenReel, contributing significantly to revenue [4] - The company achieved a customer base of over 150,000, including notable clients like Hewlett Packard Enterprise and Adobe [15] Market Data and Key Metrics Changes - The global martech market is expanding rapidly, driven by digital transformation and demand for personalized experiences [3] - Healthcare is a key vertical, with over 250 healthcare and medical technology customers, indicating a strong focus on this sector [13] Company Strategy and Development Direction - The company is focused on building and acquiring products in four key areas: attracting leads, engagement, tracking, and intelligence [4] - A proposed acquisition of ConnectAndSell is expected to increase annual revenue by approximately $15 million, more than doubling current annualized revenue [9][8] - The strategy includes integrating multiple products on a single platform to simplify workflows and enhance customer experience [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in operational momentum and revenue growth, with expectations for improved results and cash position in 2026 [23] - The company is actively pursuing acquisitions to enhance capabilities and support long-term growth [12][17] Other Important Information - Stockholders' equity increased by $10.8 million to $8.1 million as of December 31, 2025, reflecting substantial improvements [6] - The company secured an $11 million debt facility to support acquisitions and operations [6] Q&A Session Summary Question: What is the outlook for current M&A? - Management indicated ongoing interest in M&A opportunities, particularly the ConnectAndSell acquisition, which could significantly boost revenue [24] Question: How should we think about the combined company revenue and gross margin profile post-acquisition? - The combined revenue is expected to start at approximately $27 million, with gross margins anticipated to improve slightly upon consolidation [27] Question: What is the company's cash management strategy? - The company maintains a lean cash position and has access to an ATM and a substantial debt facility for operational support [32] Question: Is significant expansion of the sales force needed for growth? - Management believes that synergizing sales efforts will be sufficient, leveraging AI for productivity improvements [33] Question: Are customer satisfaction and retention numbers strong? - Customer satisfaction remains high, with CSAT numbers consistently above 95%, indicating strong retention [37][41] Question: How is Superblocks being priced and packaged? - Superblocks is being considered both as a standalone product and as an integration into other products to enhance features [42]