Tamboran Resources (NYSE:TBN) Q2 2026 Earnings call February 11, 2026 05:00 PM ET Company ParticipantsEric Dyer - CFOTodd Abbott - CEOConference Call ParticipantsAnish Kapadia - AnalystCharles Meade - AnalystJeff Grampp - Managing Director and Senior Energy AnalystKalei Akamine - AnalystPaul Diamond - AnalystScott Hanold - AnalystOperatorPlease note that this conference is being recorded. I will now turn the conference over to our host, Todd Abbott, Chief Executive Officer for Tamboran Resources. Thank you. ...

QuantumScape (NYSE:QS) Q4 2025 Earnings call February 11, 2026 05:00 PM ET Company ParticipantsBen Kallo - Managing DirectorJoseph Spak - Managing DirectorKevin Hettrich - CFOMark Shooter - Senior Associate of Energy and Power Technologies Equity ResearchSam Kamara - Senior Director of Investor RelationsSiva Sivaram - CEOWinnie Dong - Director of Equity ResearchConference Call ParticipantsLaysha Sack - Equity Research AnalystNone - AnalystOperatorGood day, and welcome to QuantumScape's fourth quarter and fu ...

GFL Environmental (NYSE:GFL) Q4 2025 Earnings call February 11, 2026 05:00 PM ET Company ParticipantsLuke Pelosi - CFOPatrick Dovigi - Founder and CEOSabahat Khan - Managing DirectorConference Call ParticipantsAdam Bubes - Vice President and Equity Research AnalystBryan Burgmeier - Equity Research AnalystJerry Revich - Equity Research AnalystKevin Chiang - Managing Director and Senior Equity Research AnalystKonark Gupta - Equity Research AnalystPatrick Tyler Brown - Managing Director and Equity Research Ana ...

Motorola Solutions (NYSE:MSI) Q4 2025 Earnings call February 11, 2026 05:00 PM ET Company ParticipantsGreg Brown - Chairman and CEOJack Molloy - EVP and COOJason Winkler - EVP and CFOMahesh Saptharishi - EVP and CTOTim Yocum - VP of Investor RelationsConference Call ParticipantsAdam Tindle - AnalystAndrew Spinola - AnalystBen Bollin - AnalystGeorge Notter - AnalystJoseph Cardoso - AnalystKeith Housum - AnalystLouis DiPalma - AnalystMeta Marshall - AnalystTim Long - AnalystTomer Zilberman - AnalystVictor San ...

Financial Data and Key Metrics Changes - Revenue for Q2 fiscal 2026 was $1.3 million, down from $1.6 million in Q2 fiscal 2025 and $1.4 million in Q1 fiscal 2026 [13] - GAAP net loss for the quarter was $1.9 million, or $0.11 per share, compared to a net loss of $2.9 million, or $0.24 per share in the prior year, and a net loss of $1.5 million, or $0.09 per share in the previous quarter [15] - Adjusted EBITDA loss for the quarter was $917,000, compared to a gain of $647,000 in the same period last year and a loss of $450,000 in Q1 fiscal 2026 [16] - The company closed the quarter with $38.6 million in cash and cash equivalents, an increase of $425,000 from the previous quarter [16] Business Line Data and Key Metrics Changes - Government R&D contracts were the principal source of revenue for the quarter, providing non-dilutive funding for R&D investments [14] - The company is witnessing a shift in customer conversations from interest and evaluation to pricing and planning, indicating progress in commercialization [6] Market Data and Key Metrics Changes - The top four hyperscalers invested over $300 billion in data center CapEx in 2025, expected to surpass $1 trillion by 2029, presenting a significant market opportunity [4] - The mobile market is preparing to adopt short-wave infrared (SWIR) sensors, with Aeluma's manufacturing platform enabling the necessary scale for mass markets [5] Company Strategy and Development Direction - Aeluma is focused on three primary near-term target markets: data centers, mobile, and defense, with ongoing activities across each [5] - The company aims to capitalize on its progress and the growing market horizon while pursuing strategic opportunities to accelerate commercialization [12] - Aeluma's technology is positioned to provide scalable quantum photonic systems, with a focus on integrating highly nonlinear materials on large substrates [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the momentum building within the company, emphasizing the importance of converting this momentum into customer programs and transitioning to commercialization [19] - The company is actively pursuing strategic government programs that can accelerate commercialization opportunities [14] Other Important Information - Aeluma has expanded its patent portfolio to 35 issued and pending patents, enhancing its competitive advantage [11] - The company has appointed Bouch Nassar as Senior Vice President of Business Development and Product, expected to accelerate the go-to-market strategy [7] Q&A Session Summary Question: What are the end markets that you're getting sales orders for? - Management indicated that sales orders are coming from multiple markets including mobile, AI, data centers, and defense, but specific customer or product information is not being disclosed at this time [22] Question: Is this for receiving or operations or routing or sending of photons? - The current work is primarily focused on generating photons, with interest in building a comprehensive platform for photon management [23] Question: Can you provide more details on the magnitude of customer engagement? - Management noted that the increase in requests for quotations is a positive sign, indicating growing interest in their technology [28] Question: Can you discuss the adoption timeline for SWIR in mobile applications? - While a specific timeline cannot be provided, management noted that the mobile industry is gearing up to adopt SWIR technology for future products [30] Question: What strategic opportunities are being pursued for commercialization? - Management is exploring various pathways to market, including licensing deals and partnerships with supply chain partners [34]

QuidelOrtho (NasdaqGS:QDEL) Q4 2025 Earnings call February 11, 2026 05:00 PM ET Company ParticipantsAndrew Cooper - Director of Equity ResearchBrian Blaser - President and CEOCasey Woodring - VP of Equity ResearchJoe Busky - CFOJonathan Siegrist - CTOJuliet Cunningham - VP of Investor RelationsLu Li - Director of Healthcare Equity ResearchPatrick Donnelly - Managing DirectorTycho Peterson - Managing Director of Global EquitiesConference Call ParticipantsAndrew Brackmann - Equity Research AnalystBill Bonello ...

Tamboran Resources (NYSE:TBN) Q2 2026 Earnings call February 11, 2026 05:00 PM ET Speaker5Please note that this conference is being recorded. I will now turn the conference over to our host, Todd Abbott, Chief Executive Officer for Tamboran Resources. Thank you. You may begin.Speaker8Hello, everyone, and welcome to Tamboran Resources Financial Year 2026 second quarter earnings presentation. My name is Todd Abbott, and I'm the Chief Executive Officer of Tamboran Resources, and I'm joined here today by Chief ...

Inspire Medical Systems (NYSE:INSP) Q4 2025 Earnings call February 11, 2026 05:00 PM ET Speaker1Good afternoon. My name is Dilem, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the Inspire Medical Systems fourth quarter and full year 2025 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. I'll now hand the call over to your first speaker, Ezgi Yagci, the Vice ...

Q2 (NYSE:QTWO) Q4 2025 Earnings call February 11, 2026 05:00 PM ET Speaker3Good afternoon. My name is Kevin, and I will be your conference operator today. At this time, I would like to welcome everyone to the Q2 Holdings fourth quarter and full year 2025 financial results 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, please raise your hand. If you have dialed ...

QuidelOrtho (NasdaqGS:QDEL) Q4 2025 Earnings call February 11, 2026 05:00 PM ET Speaker10Good morning or good afternoon. Welcome to the QuidelOrtho fourth quarter and full year 2025 financial results conference call and webcast. At this time, all participants are in a listen-only mode. For those of you participating in the conference call, there will be an opportunity for your questions at the end of today's prepared remarks. Please note this conference call is being recorded. An audio replay of the confere ...