NetScout Systems (NasdaqGS:NTCT) Q3 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAnil Singhal - President and CEOKevin Liu - Founder and CEOScott Dressel - VP of Corporate FinanceSimran Biswal - Equity Research Senior AssociateTony Piazza - EVP and CFOConference Call ParticipantsErik Suppiger - Managing Director and Senior Research AnalystOperatorThank you for standing by and welcome to NETSCOUT's third quarter fiscal year 2026 financial results conference call. At this time, all par ...

NetScout Systems (NasdaqGS:NTCT) Q3 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAnil Singhal - President and CEOKevin Liu - Founder and CEOScott Dressel - VP of Corporate FinanceSimran Biswal - Equity Research Senior AssociateTony Piazza - EVP and CFOConference Call ParticipantsErik Suppiger - Managing Director and Senior Research AnalystOperatorThank you for standing by and welcome to NETSCOUT's Third Quarter Fiscal Year 2026 Financial Results Conference Call. At this time, all par ...

Intercontinental Exchange (NYSE:ICE) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAshish Sabadra - Managing DirectorBen Jackson - PresidentChris Edmonds - President of Fixed Income and Data ServicesCraig Siegenthaler - Managing DirectorDan Fannon - Managing DirectorJeffrey Sprecher - Chair and CEOSimon Clinch - Managing Director and the Head of Financials ResearchSteve Egerton - Head of Investor RelationsWarren Gardiner - CFOConference Call ParticipantsAlex Kramm - Managing Direct ...

Intercontinental Exchange (NYSE:ICE) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Speaker7Good morning, everyone, and thank you for joining us on today's ICE fourth quarter 2025 earnings conference call and webcast. My name is Drew, and I'll be the operator on the call today. After the prepared remarks, we will have a Q&A session. If you would like to ask a question, please press Star followed by 1 on your telephone keypad. And to withdraw your question, it's Star followed by 2. And with that, I'll h ...

Griffon (NYSE:GFF) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Speaker4Greetings, and welcome to the Griffon Corporation Fiscal First Quarter 2026 Earnings 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 the conference, please press star zero on your telephone keypad. Please note this conference is being recorded. I will now turn the conference over to you ...

Peloton (NasdaqGS:PTON) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Speaker4Good day, and welcome to Peloton's second quarter fiscal year 2026 conference call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, press star one one ...

Financial Data and Key Metrics Changes - For Q2 fiscal 2026, the company reported total revenue of $57.1 million, a 22.3% increase or $10.4 million compared to the prior year, primarily driven by increased revenue from company-owned salons due to the Alline acquisition [12] - Adjusted EBITDA for Q2 was $8 million, an increase of $900,000 year-over-year, reflecting improved G&A discipline and contributions from the company-owned salon portfolio [2][15] - GAAP operating income increased by 13% to $6.2 million compared to $5.5 million in the year-ago quarter, driven by contributions from company-owned salons and cost management [11][13] Business Line Data and Key Metrics Changes - Supercuts achieved same-store sales growth of 2% year-to-date, while consolidated same-store sales increased by 0.4% [3][4] - The company-owned salon segment reported a sales growth of 4.3% for Q2, benefiting from the Alline acquisition [4] - Franchise segment adjusted EBITDA was $6.2 million, a decrease of $173,000 compared to the prior year, primarily due to lower royalties and non-cash fees [16] Market Data and Key Metrics Changes - The company experienced a net decrease of 374 franchise locations compared to the previous year, with closures primarily involving underperforming stores [12][13] - The gap in sales between underperforming stores and top-performing units was approximately $350,000, indicating potential for profitability enhancement [13] Company Strategy and Development Direction - The company is focused on building a more durable and disciplined organization, emphasizing cash generation, financial performance, and long-term value creation [2] - Key strategic priorities include stabilizing traffic, increasing franchisee adoption and compliance, and enhancing customer digital interaction through technology [4][9] - The company is leveraging AI for labor optimization and improving operational efficiency across its brands [8][26] Management's Comments on Operating Environment and Future Outlook - Management acknowledged traffic as a significant challenge impacting top-line performance, with a focus on sustainable improvements [3][9] - The company is encouraged by progress in profitability, cash generation, and organizational focus, which supports confidence in future growth [9][22] - Management is actively exploring refinancing options for existing debt as part of their financial strategy [21] Other Important Information - The company generated $1.5 million of unrestricted cash from operations in Q2, reflecting improved cash management [3] - As of December 31, 2025, the company had $27.4 million in available liquidity, including $18.4 million in unrestricted cash [19][20] Q&A Session Summary Question: What initiatives are in place to improve performance at Alline stores? - Management highlighted three components: refinement of the pay plan, pricing adjustments, and labor optimization using AI to better align staffing with sales patterns [24][25][26] Question: Can you confirm the reduction in store closures compared to last fiscal year? - Management confirmed that closures are expected to be about 50% lower than the previous fiscal year, indicating a positive trend [29][30][32] Question: What insights are being gained from potential replacement lenders regarding refinancing? - Management stated that initial conversations are ongoing, but specific rates or terms cannot be disclosed at this time [35] Question: What strategies are being implemented to drive foot traffic and customer retention? - Management emphasized the importance of loyalty programs, customer acquisition strategies, and data analysis to enhance customer retention and engagement [36][37] Question: Are there plans to add Cost Cutters locations? - Management indicated that while there isn't a broad effort to add locations, some conversions from existing businesses are occurring [39][40] Question: Why is loyalty adoption lagging in SmartStyle and Cost Cutters? - Management noted that loyalty programs were implemented later in these brands, but growth is being observed [41][42]

Rockwell Automation (NYSE:ROK) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Speaker3Thank you for holding, and welcome to Rockwell Automation's quarterly conference call. I need to remind everyone that today's conference call is being recorded. Later in the call, we will open up the lines for questions. If you have a question at that time, please press star one. At this time, I would like to turn the call over to Ajana Zellner, Head of Investor Relations and Market Strategy. Ms. Zellner, please go ah ...

Core Laboratories (NYSE:CLB) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Speaker5Good day, and welcome to the Core Laboratories fourth quarter and fiscal year 2025 earnings webcast and call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press Star, then one on your touchtone phone. To withdra ...

Regis (NasdaqGM:RGS) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Speaker1Good morning, and thank you for joining the Regis second quarter 2026 earnings conference call. I am your host, Kersten Zupfer, Executive Vice President and Chief Financial Officer. I am joined today by our interim Chief Executive Officer, Jim Lain. All participants are in a listen-only mode, and this conference is being recorded. I would like to remind everyone that the language on forward-looking statements included in our ea ...