Etsy (NasdaqGS:ETSY) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsBryan Smilek - VP of Internet Equity ResearchDeb Wasser - VP of Investor RelationsJason Helfstein - Managing Director and Head of Internet ResearchKruti Patel Goyal - CEOLanny Baker - CFOConference Call ParticipantsDeepak Mathivanan - Senior Internet Research AnalystJohn Colantuoni - Equity Research AnalystKen Gawrelski - Managing Director and Senior Internet AnalystMichael Morton - Senior Research AnalystRick Patel ...

Talkspace (NasdaqCM:TALK) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsIan Harris - CFOJon Cohen - CEOConference Call ParticipantsBobby Brooks - VP and Senior Equity Research AnalystCharles Rhyee - Managing Director and Senior Equity Research AnalystPeter Warendorf - Equity Research AnalystRichard Close - Managing Director and Senior Equity Research AnalystRyan MacDonald - Managing Director and Senior Equity Research AnalystSteve Dechert - Equity Research AnalystSteven Valiquette ...

Garrett Motion (NasdaqGS:GTX) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsCyril Grandjean - VP of Investor Relations and TreasurerOlivier Rabiller - President and CEOSean Deason - SVP and CFOConference Call ParticipantsEric Gregg - AnalystHamed Khorsand - AnalystJake Schell - AnalystJames Mulholland - AnalystNathan Jones - AnalystRyan Brinkman - AnalystOperatorHello, my name is Jamie, and I will be your operator this morning. I would like to welcome everyone to the Garrett Motion ...

Garrett Motion (NasdaqGS:GTX) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsCyril Grandjean - VP of Investor Relations and TreasurerOlivier Rabiller - President and CEOSean Deason - SVP and CFOConference Call ParticipantsEric Gregg - AnalystHamed Khorsand - AnalystJake Schell - AnalystJames Mulholland - AnalystNathan Jones - AnalystRyan Brinkman - AnalystOperatorHello, my name is Jamie, and I will be your operator this morning. I would like to welcome everyone to the Garrett Motion ...

Appian (NasdaqGM:APPN) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsBrian Denyeau - Managing Director of Investor RelationsDerrick Wood - Managing DirectorMatt Calkins - CEOSerge Tanjga - CFOSteve Enders - CFAConference Call ParticipantsDevin Au - Equity Research AnalystLucky Schreiner - Equity Research AnalystOscar Saavedra - Equity Research AnalystRaimo Lenschow - Senior Equity Research AnalystOperatorday, and thank you for standing by. Welcome to the Appian fourth quarter 2025 ...

Avis Budget Group (NasdaqGS:CAR) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsAndrew Percoco - Executive DirectorBrian Choi - CEODaniel Cunha - EVP and CFODavid Calabria - SVP, Corporate Finance and TreasurerJosh Young - Vice PresidentStephanie Moore - Managing DirectorConference Call ParticipantsChristopher Stathoulopoulos - Senior Equity Research AnalystJohn Healy - Managing Director and Senior Research AnalystOperatorWelcome to the Avis Budget Group Q4 earnings call. At this ti ...

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]