N-Able (NYSE:NABL) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsAdam Holets - Equity Research AssociateGriffin Gyr - Senior Manager of Investor RelationsJohn Pagliuca - President and CEOMatt Hedberg - Head of Global TIMT Research and Director of Equity ResearchTim O'Brien - EVP and CFOConference Call ParticipantsJoe Vruwink - Research AnalystMike Cikos - Senior AnalystOperatorLadies and gentlemen, thank you for joining us, and welcome to the N-able fourth quarter 2025 earnings cal ...

N-Able (NYSE:NABL) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsAdam Holets - Equity Research AssociateGriffin Gyr - Senior Manager of Investor RelationsJohn Pagliuca - President and CEOMatt Hedberg - Head of Global TIMT Research and Director of Equity ResearchTim O'Brien - EVP and CFOConference Call ParticipantsJoe Vruwink - Research AnalystMike Cikos - Senior AnalystOperatorLadies and gentlemen, thank you for joining us, and welcome to the N-able fourth quarter 2025 earnings cal ...

UL Solutions (NYSE:ULS) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsJennifer Scanlon - CEORyan Robinson - CFOYijing Brentano - SVP of Investor RelationsConference Call ParticipantsAndrew Nicholas - Equity Research AnalystAndrew Steinerman - Equity Research AnalystAndy Wittmann - Managing Director and Senior Research AnalystArthur Truslove - Equity Research AnalystCurtis Nagle - Equity Research AnalystGeorge Tong - Senior Research AnalystJason Haas - Director, Senior Equity Resear ...

Financial Data and Key Metrics Changes - In Q4 2025, Appian's cloud subscriptions revenue grew 18% to $117.0 million, while total revenue increased 22% to $202.9 million [3][20] - For the full year 2025, cloud subscriptions revenue grew 19% to $437.4 million, and total revenue grew 18% to $726.9 million [3][20] - Adjusted EBITDA for Q4 was $19.7 million, exceeding guidance, and for the full year, it was $76.8 million [3][23] Business Line Data and Key Metrics Changes - Professional services revenue in Q4 was $40.6 million, up 36% compared to Q4 2024 [21] - The number of customers purchasing over $1 million of software grew 50% in 2025, indicating strong demand for large deals [4][22] Market Data and Key Metrics Changes - Appian's Cloud Net ARR Expansion was 114% in Q4, reflecting strong upsells to existing customers [22] - AI usage on Appian's platform grew 14 times year-over-year, indicating significant traction in the market [9][10] Company Strategy and Development Direction - Appian's strategy focuses on leveraging AI within its process framework, emphasizing the synergy between AI and process management [7][14] - The company aims to capitalize on its strong position in the U.S. public sector, highlighted by a significant enterprise agreement with the U.S. Army [5][52] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory for 2026, expecting cloud subscription revenue to grow by 20% in Q1 and 16% for the full year [25][26] - The company is returning to a moderate pace of investment in 2026, focusing on sales and engineering capacity expansion [27] Other Important Information - Appian announced a $50 million stock buyback program, marking the beginning of a consistent capital return policy for shareholders [28] - Changes in financial reporting include the introduction of Cloud Net ARR Expansion as a new metric, replacing previous metrics like cloud gross renewal rate [18][19] Q&A Session Summary Question: Insights on Q1 guidance acceleration - Management noted that Q1 guidance benefits from strong new business in Q4 and a meaningful FX tailwind [32] Question: Appian's position in AI and process governance - Management highlighted their long-standing role in embedding AI within processes, providing a unique governance layer that enhances AI's effectiveness [37][38] Question: Changes in sales capacity and market opportunities - Management indicated that the return to growth in the sales organization is a long-term trend, driven by improved sales productivity and market opportunities [40][41] Question: AI's impact on customer budgets and purchase decisions - Management reported that AI has positively influenced customer relationships, leading to higher-level conversations and increased win rates [46] Question: Future use cases for the Army enterprise agreement - Management emphasized the importance of the $500 million enterprise agreement with the Army, which enhances credibility and opens doors for further government contracts [52][54] Question: Internal use of AI to accelerate value delivery - Management stated that AI is being extensively used in development and deployment processes to enhance productivity and optimize customer solutions [62][63]

SiriusPoint (NYSE:SPNT) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsJames McKinney - CFOLiam Blackledge - Investor Relations and Strategy ManagerMitchell Rubin - Equity Research AssociateScott Egan - CEOConference Call ParticipantsAndrew Andersen - Equity Research Analyst and Senior Vice PresidentMichael Phillips - Investment Banking AnalystOperatorGood morning, and welcome to the SiriusPoint fourth quarter 2025 earnings conference call. During today's presentation, all parties w ...

NICE (NasdaqGS:NICE) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsArjun Bhatia - Partner and Co-Group Head of the Technology, Media and Communications sectorBeth Gaspich - CFOJamie Reynolds - Research AssociateRyan Gilligan - CFASamad Samana - Managing DirectorScott Russell - CEOThomas Blakey - Managing DirectorConference Call ParticipantsKiley Peterson - AnalystMichael Funk - Stock AnalystPatrick Walravens - Director of Technology Research and Senior AnalystRishi Jaluria - Managi ...

Laureate Education (NasdaqGS:LAUR) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsAdam Morse - SVP of FinanceEduardo Resende - Equity ResearchEilif Serck-Hanssen - CEOJeff Silber - Managing DirectorLucas Nagano - Equity Research AssociateRick Buskirk - CFOConference Call ParticipantsMarcelo Santos - Senior Sell-side Equity Analyst of TMT and EducationOperatorGood day, and thank you for standing by. Welcome to the fiscal year 2025 Laureate Education, Inc. earnings conference call. At ...

Liberty Latin America (NasdaqGS:LILA) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsBalan Nair - CEOChris Noyes - CFOMichael Rollins - Managing DirectorZoe Lawrenson - Senior Director of Strategy and Corporate DevelopmentConference Call ParticipantsChris Hoare - Equity Research AnalystMatthew Harrigan - Equity Research AnalystOperatorGood day, everyone. You are holding for Liberty Latin America's full year 2025 investor call. Thank you for your patience. The investor call will begi ...

Okeanis Eco Tankers (NYSE:ECO) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsAristidis Alafouzos - CEOIraklis Sbarounis - CFOLiam Dalton Burke - Managing DirectorConference Call ParticipantsCliment Molins - AnalystEven Kolsgaard - Equity AnalystFrederick Dibwat - AnalystOperatorWelcome to OET's fourth quarter 2025 financial results presentation. We will begin shortly. Aristidis Alafouzos, CEO, and Iraklis Sbarounis, CFO of Okeanis Eco Tankers, will take you through the presentation ...

Alight (NYSE:ALIT) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsGreg Giometti - Interim CFOKevin McVeigh - Managing DirectorPeter Christensen - DirectorRohit Verma - CEORoss Cole - Equity Research AssociateNone - Company RepresentativeConference Call ParticipantsPeter Heckmann - Managing Director and Senior Research AnalystScott Schoenhaus - Managing Director and Equity Research AnalystNoneGood morning, and welcome to Alight's fourth quarter and full year 2025 earnings conference ...