Alarm.com (NasdaqGS:ALRM) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAdam Hotchkiss - VP of Emerging Software and Equity ResearchAdam Tindle - Managing DirectorKevin Bradley - CFOMatthew Zartman - Vice President of Investor RelationsSaket Kalia - Managing DirectorSteve Trundle - CEOConference Call ParticipantsJack Vander Aarde - SVP and Senior Research Analyst of TMT, Gaming and EntertainmentSteven Sheldon - Research Analyst for Technology, Media, and CommunicationsNone - Analys ...

Travere Therapeutics (NasdaqGM:TVTX) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Speaker3Good afternoon, and welcome to the Travere Therapeutics fourth quarter and full year 2025 financial results conference call. Today's call is being recorded. At this time, I would like to turn the conference call over to Nivi Nehra, Vice President, Corporate Communications and Investor Relations. Please go ahead, Nivi.Speaker4Thank you, operator. Good afternoon, and welcome to Travere Therapeutics' fourth quarter ...

PTC Therapeutics (NasdaqGS:PTCT) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Speaker12Ladies and gentlemen, thank you for standing by. Welcome to PTC Therapeutics' fourth quarter and full year 2025 earnings conference call. All participants are in a listen-only mode. After the presentation, there will be a question-and-answer session. Today's conference is being recorded. I would now like to turn the conference over to Ellen Cavaleri, Head of Investor Relations. Please, please go ahead.Speaker2Good ...

Ardelyx (NasdaqGM:ARDX) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Speaker4Welcome to the Ardelyx fourth quarter 2025 earnings conference. All participants will be in a listen-only mode. I would now like to turn the conference over to Caitlin Lowie, Vice President of Corporate Communications and Investor Relations. Caitlin, you may begin.Speaker0Thank you. Good afternoon, and welcome to our fourth quarter and full year 2025 financial results call. During this call, we will refer to the press releas ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 was $23.0 million, down from $28.0 million in Q3 2025 and $25.1 million in Q4 2024 [4] - Non-GAAP gross margin in Q4 was 21.5%, compared to 22.6% in Q3 2025 and 18.0% in Q4 2024 [5] - Non-GAAP operating loss in Q4 2025 was $2.6 million, an increase from a loss of $384,000 in Q3 2025 and a loss of $5.4 million in Q4 2024 [6][7] - Cash and investments increased by $97.2 million to $128.4 million as of December 31, primarily due to a public offering [9] Business Line Data and Key Metrics Changes - Revenue from Indium Phosphide was $8.0 million, primarily from data center applications, while Gallium Arsenide generated $7.0 million [4] - Revenue from consolidated raw material joint ventures was $7.6 million in Q4 [4] - The backlog for indium phosphide wafers reached over $60 million, indicating strong demand [16] Market Data and Key Metrics Changes - Revenue from Asia Pacific accounted for 81.5% of total revenue, Europe 17.5%, and North America 1% [4] - Revenue related to the data center market in China is expected to grow by more than 60% in Q1 2026 compared to Q4 2025 [18] Company Strategy and Development Direction - The company plans to list its subsidiary, Tongmei, on the STAR Market in Shanghai, focusing on the growing demand for indium phosphide substrates in AI infrastructure [10] - AXT is expanding its capacity, aiming to double it by the end of 2026, with a focus on six-inch indium phosphide products [19][53] - The company is actively engaging with customers to understand their long-term requirements and align expansion plans globally [19] Management's Comments on Operating Environment and Future Outlook - Management expressed disappointment over the number of export permits received in Q4 but noted improvements in Q1 [14] - The company expects sequential revenue growth in Q1, driven by indium phosphide demand for AI data centers [15] - The geopolitical environment is affecting the export permit process, which remains a significant gating factor for growth [23] Other Important Information - The company is focused on improving gross margins, controlling operating expenses, and reducing inventory [24] - The management highlighted the importance of maintaining efficiency in operations to meet growing demand [23] Q&A Session Summary Question: Revenue number for the quarter - The company confirmed a revenue number of approximately $26 million for Q1, with potential upside if more permits are received [31][32] Question: Licensing process insights - The licensing process has become less predictable, with some permits being denied but with instructions for resubmission [40][41] Question: Backlog and customer ordering patterns - Customers are placing longer-term orders, with forecasts extending beyond 2030, indicating strong demand [50] Question: Capacity additions and CapEx requirements - The company plans to double its capacity by the end of 2026, requiring approximately $30 million for the initial phase [53] Question: Demand and shipment capabilities - If permits were not a constraint, the company could potentially ship $20 million worth of indium phosphide, with expectations to increase to $35 million by year-end [90][91]

Alarm.com (NasdaqGS:ALRM) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Speaker9Good day, and thank you for standing by. Welcome to the Alarm.com Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you'll need to press star one one on your telephone. You'll then hear an automated message advising your hand is raised. To withdraw your que ...

QUARTERLY INVESTOR PRESENTATION FOURTH QUARTER 2025 February 19, 2026 SAFE HARBOR Forward Looking Statements This presentation contains forward-looking statements (including the guidance/outlook contained herein) within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Section 21E of the Securities Exchange Act of 1934, as amended. The words "estimates," "expects," "anticipates," "believes," "forecasts," "plans," "intends," "may," "will," "should," "shall," "outlook," "guidance," ...

Savers Value Village (NYSE:SVV) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Speaker8Good afternoon, and welcome to Savers Value Village conference call to discuss financial results for the fourth quarter ending January third, 2026. At this time, all participants are in listen-only mode. Later, we will conduct a question and answer session, and instructions will follow at that time. Please note that this call is being recorded, and a replay of this call and related materials will be available on the ...

Pulse Biosciences (NasdaqCM:PLSE) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Speaker3Ladies and gentlemen, thank you for standing by. My name is Colby, and I'll be your conference operator today. At this time, I would like to welcome you to the Pulse Biosciences Q4 and full year 2025 earnings call. All lines have been placed on mute to prevent any background noise, and after the speakers' remarks, there will be a question-and-answer session. If you'd like to ask a question at that time, please pres ...

Akamai Technologies (NasdaqGS:AKAM) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Speaker8Good day, and welcome to the Q4 2025 Akamai Technologies Inc earnings conference call. Today, all participants will be in a listen-only mode. Should you need assistance during today's call, please signal for 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 telephone ...