Remitly Global (NasdaqGS:RELY) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Company ParticipantsDavid Beckel - VP of Investor RelationsMatt Oppenheimer - Co-founder and CEOSebastian Gunningham - Incoming CEOVikas Mehta - CFOConference Call ParticipantsAditya Buddhavarapu - VP and Equity Research AnalystAlex Markgraff - VP and Equity Research AnalystChris Kennedy - Senior Equity Research AnalystDarrin Peller - Managing Director and Senior Equity Research AnalystRamsey El-Assal - Managing Director and ...

Jack in the Box (NasdaqGS:JACK) Q1 2026 Earnings call February 18, 2026 05:00 PM ET Company ParticipantsDawn Hooper - CFOLance Tucker - CEORachel Webb - VP of Investor RelationsRyan Ostrom - Chief Customer and Digital OfficerConference Call ParticipantsAlex Slagle - SVP of Equity Research Analyst in Consumer Cyclical and Consumer Defensive SectorsAndrew Charles - Managing Director and Senior Research AnalystGregory Francfort - Director and Lead Restaurant Analyst in RestaurantsJake Bartlett - AnalystJames S ...

Clearwater Paper (NYSE:CLW) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Company ParticipantsAmit Prasad - Equity Research AssociateArsen Kitch - President and CEOSean Steuart - Managing Director in Equity ResearchSherri Baker - SVP and CFOSloan Bohlen - Investor RelationsConference Call ParticipantsMike Roxland - Managing Director and Senior Equity Research AnalystOperatorHello, everyone. Thank you for joining us, and welcome to the Clearwater Paper Fourth Quarter and Full Year 2025 Earnings Confere ...

Trueblue (NYSE:TBI) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Company ParticipantsCarl Schweihs - EVP and CFOJessica Loos - Equity Research AssociateTaryn Owen - President and CEOConference Call ParticipantsMarc Riddick - Senior Equity AnalystMark Marcon - Senior Research Analyst covering Human Capital Technology & SolutionsOperatorGreetings, and welcome to the TrueBlue fourth quarter 2025 earnings call. At this time, all participants are in a listen-only mode. A question and answer session will f ...

Amplitude (NasdaqCM:AMPL) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Company ParticipantsAndrew Casey - CFOIan Black - Equity Research AssociateJohn Gomez - Equity Research AssociateJohn Streppa - Head of Investor RelationsNate Steinberg - Investment Banking AssociateSpenser Skates - CEOWillow Miller - Senior Equity Research AssociateNone - Video NarratorConference Call ParticipantsBilly Fitzsimmons - Director and Senior Research AnalystClark Wright - Research AnalystGeorge McGeehan - Equity Resear ...

Remitly Global (NasdaqGS:RELY) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Company ParticipantsDavid Beckel - VP of Investor RelationsMatt Oppenheimer - Co-founder and CEOSebastian Gunningham - CEOVikas Mehta - CFOConference Call ParticipantsAditya Buddhavarapu - VP and Equity Research AnalystAlex Markgraff - VP and Equity Research AnalystDarrin Peller - Managing Director and Senior Equity Research AnalystRamsey El-Assal - Managing Director and Senior Equity Research AnalystTien-Tsin Huang - Managin ...

eBay (NasdaqGS:EBAY) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Company ParticipantsJamie Iannone - CEOJohn Egbert - Vice President of Investor RelationsPeggy Alford - CFOConference Call ParticipantsColin Sebastian - Equity Research AnalystMichael Morton - Equity Research AnalystNathan Feather - Equity Research AnalystNikhil Devnani - Equity Research AnalystRoss Sandler - Equity Research AnalystShweta Khajuria - Equity Research AnalystTom Champion - Equity Research AnalystOperatorGood day, everyone ...

Financial Data and Key Metrics Changes - Q4 revenue reached $69 million, representing a 7% year-over-year growth, marking the highest quarterly revenue in the company's history [10][12] - Adjusted EBITDA for Q4 was $8 million, an 11% margin, reflecting a 6-point year-over-year improvement [12] - The company achieved positive Adjusted EBITDA for the full year 2025, 12 months ahead of schedule, transitioning from an adjusted EBITDA loss of over $70 million two years ago [7][13] Business Line Data and Key Metrics Changes - Self-serve revenue grew 32% year-over-year and comprised roughly 60% of total revenue in Q4 [12] - Average revenue per user (ARPU) increased by 13% year-over-year, with growth in both customer count and average customer spend [11] - The platform's weekly active users (WAU) was 21 million, reflecting a 3% sequential decline, which aligns with the company's focus on engagement quality over volume [10] Market Data and Key Metrics Changes - The company operates within a verified, address-based neighborhood graph covering 350,000 neighborhoods and over 105 million verified neighbors, representing roughly one in three U.S. households [17] - Advertiser retention remains solid, with improved outcomes driven by better ad performance rather than increased ad load [8] Company Strategy and Development Direction - The company aims to combine the strength of its trusted community with AI to enhance local information relevance, increasing utility for neighbors and economic value for local businesses [5][20] - The strategy emphasizes long-term network health, capital efficiency, and durable unit economics over short-term growth [5][19] - The company is focused on enhancing its product experience to prioritize decision-oriented content, such as recommendations and local news [4][5] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term opportunity, highlighting that the strategy is gaining traction and translating into material progress [6][8] - The outlook for Q1 2026 anticipates revenue between $57 million and $59 million, reflecting normal seasonal trends, with a focus on optimizing user experience and limiting new user acquisition efforts [15][16] - For the full year 2026, the company expects continued revenue growth and Adjusted EBITDA margins in the mid-single-digit range [16] Other Important Information - The company ended 2025 with $405 million in cash and no debt, emphasizing the importance of preserving liquidity for operational flexibility [13][55] - The management is committed to ongoing improvements in notifications and user engagement, focusing on relevance to enhance long-term user value [42] Q&A Session Summary Question: Can you elaborate on product changes resonating with users? - Management noted a shift towards a utility-centric product driven by intent, with improvements in recommendations and notifications contributing to deeper engagement [25] Question: Any updates on advertiser spending trends? - Management indicated strong demand across all advertiser segments, with no specific verticals significantly outperforming others [29] Question: What is the status of the programmatic ad stack for large advertisers? - Management acknowledged the need for continued investment in programmatic formats to meet large advertisers' demands, expecting increased demand as improvements are rolled out [34] Question: How is the rollout of recommendations evolving? - Management emphasized that enhancing recommendations is a major priority for 2026, focusing on real neighbor-driven recommendations rather than automated systems [37] Question: What is the company's philosophy on cash management? - The company views its cash reserves as a strategic asset, evaluating all options for cash use to ensure they exceed return on investment thresholds [55]

Trueblue (NYSE:TBI) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Company ParticipantsCarl Schweihs - EVP and CFOJessica Loos - Equity Research AssociateTaryn Owen - President and CEOConference Call ParticipantsMarc Riddick - Senior Equity AnalystMark Marcon - Senior Research Analyst covering Human Capital Technology & SolutionsOperatorGreetings, and welcome to the TrueBlue fourth quarter 2025 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will f ...

The Cheesecake Factory (NasdaqGS:CAKE) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Company ParticipantsAndy Barish - Managing DirectorDavid Gordon - PresidentDavid Overton - Chairman and CEOEtienne Marcus - VP of Investor Relations and FinanceJeff Farmer - Managing DirectorMatt Clark - EVP and CFOConference Call ParticipantsBrian Harbour - Equity Research AnalystBrian Mullan - Equity Research AnalystBrian Vaccaro - Equity Research AnalystJeffrey Bernstein - Equity Research AnalystJim Salera - Equity ...