Magnachip Semiconductor (NYSE:MX) Q4 2025 Earnings call March 04, 2026 05:00 PM ET Company ParticipantsCamillo Martino - CEOMike Bishop - Investor RelationsShin Young Park - CFOConference Call ParticipantsSuji Desilva - Managing Director and Senior Research AnalystOperatorThank you for standing by, and welcome to the Magnachip Semiconductor Corporation's Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a que ...

Rigetti Computing (NasdaqCM:RGTI) Q4 2025 Earnings call March 04, 2026 05:00 PM ET Company ParticipantsDavid Williams - Municipal Bond Trader and UnderwriterJeffrey Bertelsen - CFOKevin Garrigan - SVPKrish Sankar - MDQuinn Bolton - MD and Equity ResearchSubodh Kulkarni - President and CEOTroy Jensen - MDConference Call ParticipantsBrian Kinstlinger - Director Research and Senior Technology AnalystCraig Ellis - Director Research, Senior Semiconductor and Capital Equipment AnalystRichard Shannon - Senior Rese ...

Stem (NYSE:STEM) Q4 2025 Earnings call March 04, 2026 05:00 PM ET Company ParticipantsArun Narayanan - CEOBrian Musfeldt - CFOErin Reed - Head of Investor RelationsConference Call ParticipantsJustin Clare - Managing Director and Senior Research AnalystOperatorGreetings. Welcome to Stem's fourth quarter 2025 results conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance during t ...

SES AI (NYSE:SES) Q4 2025 Earnings call March 04, 2026 05:00 PM ET Company ParticipantsJing Nealis - CFOKyle Pilkington - Chief Legal OfficerMark Shooter - Senior AssociateQichao Hu - Founder and CEOWinnie Dong - Director of Equity ResearchConference Call ParticipantsColin Rusch - Managing Director and Senior Research AnalystDerek Soderberg - Director and Senior Equity Research AnalystOperatorGood afternoon. Thank you for attending today's SES AI fourth quarter and full year 2025 earnings results call. My n ...

Alto Ingredients (NasdaqCM:ALTO) Q4 2025 Earnings call March 04, 2026 05:00 PM ET Company ParticipantsAmit Dayal - Managing Director of Equity ResearchBryon McGregor - President and CEOHarriet Fried - Senior VPRob Olander - CFOConference Call ParticipantsEric Stine - Senior Research AnalystOperatorGood day, welcome to the Alto Ingredients fourth quarter and year-end 2025 financial results conference call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference ...

Aware (NasdaqGM:AWRE) Q4 2025 Earnings call March 04, 2026 05:00 PM ET Company ParticipantsAjay Amlani - CEO and PresidentDavid Traverse - CFOMatt Lindberg - ControllerMatt LindbergGood afternoon, welcome to Aware's fourth quarter and full year 2025 conference call. Joining us today are the company's CEO and President, Ajay Amlani, and CFO, David Traverse. Following the remarks, we'll open the call to questions. If you'd like to submit a question, you can do so at any time using the built-in ask a question ...

Everspin Technologies (NasdaqGM:MRAM) Q4 2025 Earnings call March 04, 2026 05:00 PM ET Company ParticipantsBill Cooper - CFOMonica Gould - Head of Investor RelationsSanjeev Aggarwal - President and CEOConference Call ParticipantsNeil Young - Equity Research AnalystRichard Shannon - Senior Research AnalystOperatorGood afternoon, welcome to Everspin Technologies' Fourth Quarter 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode. After the conclusion of management' ...

Financial Data and Key Metrics Changes - For fiscal year 2025, total billings were $385 million, down 13.3% year-over-year, and revenue was $233 million, down 16.2% year-over-year [15] - Annual Adjusted EBITDA was $10.1 million, up $7.5 million year-over-year, marking the third consecutive year of positive Adjusted EBITDA [15] - In Q4, total billings were $94.1 million, a 19% decrease year-over-year, and revenue was $56.1 million, a 24.2% decrease year-over-year [16] - U.S. revenue, excluding Bridg, was $40.1 million, decreasing 33.5% year-over-year, while U.K. revenue was $10.8 million, increasing 35.1% year-over-year [17] Business Line Data and Key Metrics Changes - The U.K. business saw revenue surge over 35% year-over-year, driven by deepened engagement with advertisers and increased supply [9] - The grocery and convenience sectors showed particular strength, with a leading grocery retailer increasing spend significantly [8] - The fashion and luxury segment increased spend by 70% quarter-over-quarter, reflecting deeper investment from top consumer brands [9] Market Data and Key Metrics Changes - The company experienced pressures in the travel and entertainment and subscription services sectors, while other areas showed growth [9] - The U.K. business accounted for more than 40% of the company's revenue for the quarter, highlighting its strong performance [10] Company Strategy and Development Direction - The company aims to expand its reach by deepening collaborations with bank partners and integrating new publishers into its network [4] - Strategic priorities include driving revenue growth for advertisers through advanced algorithmic capabilities and investing in technology to enhance operational efficiency [4] - The company is focused on long-term growth despite near-term challenges, including the loss of Bank of America as a partner [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute and grow sequentially, despite the challenges posed by the loss of Bank of America and content restrictions from other partners [21] - The company is optimistic about its product relevance and differentiation in the marketplace, with expectations for continued growth in the U.K. [5][22] Other Important Information - The company is transitioning from its legacy data warehouse to a unified data and AI platform, which has improved operational efficiency and reduced costs [11] - The Bridg business is being sold to PAR Technology, which is expected to strengthen the company's balance sheet and improve its path to self-sustainability [14] Q&A Session Summary Question: What factors contributed to the decision to sunset the BofA relationship? - Management indicated that the decision was due to misalignment in program structure, economics, and consumer engagement [41] Question: Can you provide more detail on the potential for adding new card portfolios? - Management confirmed ongoing discussions with bank partners to onboard new segments or portfolios that could increase MQUs and deepen relationships [44] Question: How should we think about cash flow and the return to positive free cash flow? - Management expressed confidence in returning to positive adjusted EBITDA as early as the second quarter, aided by reduced operating expenses from the Bridg exit [54]

Hudson Technologies (NasdaqCM:HDSN) Q4 2025 Earnings call March 04, 2026 05:00 PM ET Company ParticipantsBrian Bertaux - CFOJennifer Belodeau - Lead Professional of Investor RelationsKate Houghton - SVP of Sales and MarketingKenneth Gaglione - President and CEOConference Call ParticipantsAustin Moeller - Senior Equity Research AnalystGerry Sweeney - Managing Director and Senior Research AnalystMatthew Moss - Senior Equity Research AnalystMatthew Robb - Research AnalystOperatorGreetings. Welcome to the Hudso ...

Ooma (NYSE:OOMA) Q4 2026 Earnings call March 04, 2026 05:00 PM ET Speaker6Good day, and thank you for standing by. Welcome to the Ooma, Inc. fourth quarter and fiscal year 2026 financial results conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question at that time, please press star one one on your telephone, and you will hear an automated message advising you your hand is raised. To withdraw y ...