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]

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 ...

Financial Data and Key Metrics Changes - Record revenue of $14.2 million for the full year 2025, a 33% year-over-year increase from $10.7 million in 2024 [15] - Fourth quarter revenue reached $5.4 million, representing a 94% year-over-year growth [8] - Gross margin for Q4 2025 was 3%, down from 26% in Q4 2024; adjusted gross margin was 4%, compared to 30% in the prior year [15][16] - Net loss for Q4 2025 improved to $763,000 from a loss of $852,000 in Q4 2024; full year net loss was $2.7 million, slightly better than $2.8 million in 2024 [17] Business Line Data and Key Metrics Changes - The acquisition of Arps Dairy contributed $2.9 million to revenue, significantly impacting overall growth [15] - Approximately 90% of revenue is now manufactured in-house, enhancing supply chain control and operational efficiency [7] - The transition to the new facility has temporarily impacted margins due to startup costs, but long-term operational efficiencies are expected [16] Market Data and Key Metrics Changes - The company has achieved a significant win by securing a 7-year contract with the largest school district in Nevada, which serves over 300,000 students [10] - Despite recent wins, the company has only about 5% market penetration in the education channel, indicating substantial growth potential [10] Company Strategy and Development Direction - The acquisition of Arps Dairy and the control over manufacturing capabilities are seen as transformational for sustainable growth and profitability [5][22] - The company aims to leverage its enhanced manufacturing capabilities to support over $200 million in annual revenue once the new facility is fully operational [22] - Future growth strategies include expanding into new product lines and co-manufacturing opportunities, alongside aggressive sales efforts in various channels [23][37] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to recover lost customers and expand market presence as manufacturing capacity issues have been resolved [12][13] - The fiscal 2026 revenue guidance is set between $28 million and $32 million, reflecting a conservative ramp-up but still indicating substantial year-over-year growth [24] - The company expects to achieve positive adjusted EBITDA in fiscal 2026 as operational efficiencies are realized [18] Other Important Information - The company secured a $7.5 million senior convertible note financing to pay off existing obligations and accelerate construction completion [19] - A $2.4 million government grant was approved for specialized equipment necessary for full-scale production operations [19] Q&A Session Summary Question: How are conversations going with school districts that were lost due to supply chain disruptions? - Management indicated that they are actively re-engaging with customers who love the product and are focused on maintaining communication as they work to restore supply [29] Question: Can you walk through the underlying assumptions for the revenue guidance? - The revenue guidance includes contributions from both Barfresh and Arps businesses, with expectations of growth from new accounts and bids [34] Question: What updates are there on channels outside of education, such as food service and military? - Management acknowledged significant opportunities in various channels and plans to aggressively pursue these markets now that manufacturing capacity is secured [37]

Co-Diagnostics (NasdaqCM:CODX) Q4 2025 Earnings call March 31, 2026 04:30 PM ET Company ParticipantsAndrew Benson - Head of Investor RelationsBrian Brown - CFODwight Egan - CEOConference Call ParticipantsMichael Okunewitch - Senior Analyst of BiotechnologyNone - AnalystOperatorToday's session is being recorded. It is now my pleasure to turn the floor over to Head of Investor Relations, Mr. Andrew Benson. Please go ahead, sir.Andrew BensonGood afternoon, everyone. Thank you all for participating in today's c ...

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 - VPConference 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 fourth quarter and full year ...

Rekor Systems (NasdaqCM:REKR) Q4 2025 Earnings call March 31, 2026 04:30 PM ET Company ParticipantsJoseph Nalepa - CFORobert A. Berman - Chairman and CEOConference Call ParticipantsLouie DiPalma - AnalystMichael Latimore - Managing Director and Senior Research AnalystOperatorGood afternoon, ladies and gentlemen, and welcome to today's Rekor Systems, Inc. Conference Call. My name is Kevin and I'll be your coordinator for today. At this time, all participants are in listen-only mode. If anyone should require ...

Financial Data and Key Metrics Changes - 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] - Full year 2025 revenue reached $12.2 million, a 169% increase from $4.5 million in 2024, with gross profit increasing by 221% to $10 million [20][21] - Net loss for the year decreased by 29% to $22.5 million compared to $31.5 million in 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][5] - 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 identified as a key vertical, with over 250 healthcare and medical technology customers [13] Company Strategy and Development Direction - The company is focused on building a platform of AI-powered marketing solutions and expanding through targeted acquisitions [4][10] - Recent acquisitions include Superblocks and a proposed acquisition of ConnectAndSell, expected to increase annual revenue by approximately $15 million [8][9] - The strategy emphasizes integrating multiple products to simplify customer workflows and enhance AI capabilities [16][17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in operational momentum and revenue growth, with expectations for improved cash position in 2026 [23] - The company is actively pursuing acquisition opportunities to enhance its product offerings and drive profitability [24][31] Other Important Information - Stockholders' equity increased by $10.8 million to $8.1 million as of December 31, 2025 [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 increase revenue [24][25] 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 [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 tools to enhance productivity [33] Question: How is customer satisfaction and upselling performing? - 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 existing products to enhance features [42][45] Question: What percentage of ARR came from customers using multiple Banzai products? - While specific numbers were not provided, management noted significant growth in multi-product usage and expects this trend to continue [47][49]

Ivanhoe Mines (OTCPK:IVPA.F) Update / briefing March 31, 2026 04:30 PM ET Company ParticipantsAlex Pickard - EVP of Corporate Development and Investor RelationsAndrew Mikitchook - Director of Mining Equity ResearchMarna Cloete - President and CEORobert Friedland - Founder and Executive Co-ChairmanSimon Bottoms - EVP of Technical ServicesTom van den Berg - COOTommy Horton - VP of Investor Relations and Corporate DevelopmentOperatorGood afternoon, ladies and gentlemen. Welcome to the Ivanhoe Mines Kamoa-Kakul ...