Amdocs (NasdaqGS:DOX) Q1 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsDan McDermott - Equity ResearchMatt Smith - Head of Investor RelationsShimie Hortig - Senior ExecutiveShlomo Rosenbaum - Managing DirectorShuky Sheffer - President and CEOTamar Rapaport-Dagim - Chief Financial and Operating OfficerOperatorThank you for standing by and welcome to the Amdocs First Quarter 2026 Earnings Conference call. At this time, all participants are in listen-only mode. After the speaker's presen ...

NGL Energy Partners (NYSE:NGL) Q3 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsBrad Cooper - CFODoug White - Executive VPH. Michael Krimbill - CEOConference Call ParticipantsDerrick Whitfield - Managing Director and Senior Energy AnalystNevin Mathew - AnalystOperatorGreetings. Welcome to NGL Energy Partners 3Q 2026 earnings 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 operat ...

Key Tronic (NasdaqGM:KTCC) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsBrett Larsen - President and CEOGeorge Melas - President and Portfolio ManagerTony Voorhees - CFOConference Call ParticipantsMatt Dane - Equity Research AnalystOperatorDay and welcome to the Key Tronic FY 2026 Q2 investor call. Today's conference is being recorded. After the presentation, we will begin the question-and-answer period. At this time, I'd like to turn the call over to Tony Voorhees. Please go ahea ...

Key Tronic (NasdaqGM:KTCC) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsBrett Larsen - President and CEOGeorge Melas - President and Portfolio ManagerTony Voorhees - CFOConference Call ParticipantsMatt Dane - Equity Research AnalystOperatorday and welcome to the Key Tronic FY 2026 Q2 investor call. Today's conference is being recorded. After the presentation, we will begin the question-and-answer period. At this time, I'd like to turn the call over to Tony Voorhees. Please go ahea ...

Lumen Technologies (NYSE:LUMN) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsBatya Levi - Managing DirectorChris Stansbury - CFOFrank Louthan - Managing DirectorJim Breen - SVP of Investor RelationsKate Johnson - President and CEOMichael Funk - SVPMichael Ng - Managing DirectorMichael Rollins - Managing DirectorNick Del Deo - Managing DirectorSam McHugh - Managing DirectorConference Call ParticipantsGregory Williams - Director and Senior Equity Research AnalystSebastiano Petti - Se ...

eGain (NasdaqCM:EGAN) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsAshu Roy - CEOEric Smit - CFOJim Byers - Head of Investor RelationsConference Call ParticipantsErik Suppiger - Managing Director and Senior Research AnalystJeff Van Rhee - Partner and Equity Research AnalystRichard Baldry - Managing Director and Senior Research AnalystOperatorGood day, and welcome to the eGain Fiscal 2026 second quarter financial results conference call. All participants will be in listen-only mode ...

Columbia Sportswear Company (NasdaqGS:COLM) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsJim Swanson - EVP and CFOMauricio Serna - Director of Equity ResearchPeter Bragdon - EVP, Chief Administrative Officer, and General CounselReed Anderson - Managing DirectorTim Boyle - Chairman and CEOConference Call ParticipantsLaurent Vasilescu - Managing Director and Senior Equity AnalystMitch Kummetz - Senior Equity AnalystPeter McGoldrick - Equity Research AnalystRobert Drbul - Managing Di ...

Intapp (NasdaqGS:INTA) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsAlex Sklar - DirectorBrian Schwartz - Managing DirectorConnor Passarella - Equity Research AssociateDavid Morton - CFODavid Trone - SVP of Investor RelationsJohn Hall - Chairman and CEOKevin McVeigh - Managing DirectorParker Lane - DirectorConference Call ParticipantsBella Camaj - Equity Research AnalystGeorge McGreehan - Equity Research AnalystSteve Enders - Equity Research AnalystOperatorHello` everyone and welc ...

Financial Data and Key Metrics Changes - Adjusted EBITDA from continuing operations for the quarter was $172.5 million, a 9.2% increase from $158 million a year ago [2] - Operating expenses for the quarter were $0.18 per barrel due to non-recurring expense reductions [6] - Full-year EBITDA guidance remains in the range of $650 million to $660 million [4] Business Line Data and Key Metrics Changes - Water Solutions segment generated Adjusted EBITDA of $154.5 million, up 16.5% from $132.7 million in the prior year [5] - Physical disposal volume reached a record of approximately 3.07 million barrels per day, an increase of 17.1% from 2.6 million barrels per day in the prior year [5] - Crude Oil Logistics Adjusted EBITDA was $15.4 million, down from $17.3 million in the prior year [6] - Liquids Logistics Adjusted EBITDA was $15.2 million, down from $18.6 million in the prior year [7] Market Data and Key Metrics Changes - The company achieved a record daily disposal volume of approximately 3.5 million barrels on January 16 [9] - The Grand Mesa Pipeline physical volumes averaged approximately 85,000 barrels per day, up from 61,000 barrels per day in the prior year [6] Company Strategy and Development Direction - The company is transitioning towards a predominantly water solutions business, shedding non-water assets to improve cash flow consistency [12] - Capital allocation priorities include financing internal growth projects and redeeming Class D preferred units [13] - The company is pursuing large-scale produced water treatment strategies, including a partnership with Natura Resources for thermal desalination technology [10][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the stability of growth projects despite crude price volatility, noting that long-term volume commitments remain firm [18] - The company anticipates a strong start to fiscal 2027, projecting to exceed $700 million of EBITDA for the first time [5] - Management highlighted the importance of AI and machine learning in improving operational efficiencies and reducing expenses [10][27] Other Important Information - The company has redeemed approximately 15% of the original Class D preferred units and repurchased about 7% of outstanding common units [3][14] - The company is focused on eliminating dilution of common equity, having reduced it by approximately 25% [14] Q&A Session Summary Question: Can you speak to the firmness of the growth projects given the volatility in crude prices? - Management indicated that completed projects come with long-term volume commitments, which remain financially firm despite fluctuations in oil prices [18][19] Question: How would you characterize the water treatment opportunity in volume and values? - Management emphasized the importance of produced water volumes and available energy sources for economic-scale desalination projects, highlighting the MOU with Natura [21][22] Question: What is the current CapEx obligation for the water treatment project? - Management stated that there is no immediate CapEx demand from NGL for the nuclear side of the project, and the CapEx forecast remains unchanged [23] Question: Can you speak to the value recovered from AI and machine learning initiatives? - Management noted improvements in operational expenses and efficiencies but refrained from quantifying the exact dollar amount or percentage of value recovered at this time [25][27]

Financial Data and Key Metrics Changes - Cirrus Logic reported revenue of $580.6 million for Q3 fiscal 2026, exceeding the top end of guidance, driven by strong demand for smartphone components and a favorable mix of end devices [4][12] - On a sequential basis, revenue increased by 4%, attributed to higher smartphone unit volumes, while year-over-year sales also rose by 4% [12] - Non-GAAP gross profit was $308.2 million with a gross margin of 53.1%, reflecting a 60 basis points increase sequentially but a 50 basis points decrease year-over-year [12][13] - Non-GAAP net income reached $156.7 million, resulting in record earnings per share of $2.97 for the quarter [14] Business Line Data and Key Metrics Changes - The flagship smartphone audio business experienced strong demand for new products, including a custom-boosted amplifier and a 22-nm smart codec, contributing to sustained revenue [6][8] - In the high-performance mixed-signal business, customer engagement remained strong, particularly for camera controller products, with ongoing R&D investments in battery and power applications [7][10] - The general market business faced challenges, with a decline in revenue attributed to a strategic shift away from Android and aging products reaching end-of-life [28][30] Market Data and Key Metrics Changes - The company is expanding its footprint in the PC market, with significant progress in ramping shipments of amplifiers and codecs for mainstream PC platforms [8][9] - Interest in new components for AI-enabled PCs is strong, with expectations for revenue growth from these products in the coming years [24][25] - The automotive market is seen as a growth opportunity, with new haptic components announced, although revenue contributions are not yet specified [39][40] Company Strategy and Development Direction - Cirrus Logic's long-term growth strategy focuses on maintaining leadership in smartphone audio, expanding mixed-signal solutions, and leveraging expertise in new markets [5][6] - The company aims to diversify its product portfolio and drive growth in new applications, particularly in PCs and automotive sectors [10][11] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about the demand for smartphone components and the potential for growth in the PC and automotive markets [4][39] - The company does not foresee major supply constraints impacting operations or outlook, indicating a stable supply chain management approach [37] - Future revenue from new technologies, such as voice interfaces for AI, is anticipated to materialize in calendar years 2027 and 2028 [24][25] Other Important Information - Cirrus Logic ended the quarter with $1.08 billion in cash and investments, up $185.9 million from the prior quarter, and has no outstanding debt [14][15] - The company utilized $70 million for share repurchases during the quarter, with $344.1 million remaining on its repurchase authorization [15][16] Q&A Session Summary Question: Insights on the revenue beat and guidance for the March quarter - Management noted that the revenue beat was due to being further away from the peak than initially anticipated, with a favorable mix contributing to the results [21] Question: Revenue expectations from voice interface technology - Management indicated that the voice product targeting PCs is expected to generate revenue in 2027 and 2028, with strong interest from OEMs [24] Question: Decline in revenue outside the largest customer - Management explained that the high percentage of revenue from the largest customer was due to a strong product launch, while general market revenue faced headwinds from strategic shifts and aging products [28][30] Question: Guidance on PC revenue opportunities - Management expects PC revenue to roughly double in fiscal 2026, with strong growth momentum anticipated into fiscal 2027 [33] Question: Supply constraints impacting outlook - Management confirmed no current supply constraints, indicating effective capacity management [37] Question: Automotive market revenue contributions - Management did not provide specific revenue targets but highlighted a significant market opportunity in automotive haptics and related technologies [39][40]