The Oncology Institute (NasdaqCM:TOI) Q4 2025 Earnings call March 12, 2026 05:00 PM ET Company ParticipantsDaniel Virnich - CEOMark Hueppelsheuser - General CounselRob Carter - CFOYuan Zhi - Managing Director of Healthcare Equity ResearchConference Call ParticipantsDavid Larsen - Managing Director and Healthcare IT and Digital Health AnalystMatthew Shea - Equity Research AnalystOperatorGreetings, and welcome to The Oncology Institute Fourth Quarter 2025 Earnings Call. At this time, all participants are in a ...

Health Catalyst (NasdaqGS:HCAT) Q4 2025 Earnings call March 12, 2026 05:00 PM ET Company ParticipantsBen Albert - CEOJason Alger - CFOMatt Hopper - SVP of Finance and Head of Investor RelationsConference Call ParticipantsDaniel Grosslight - Senior Research AnalystElizabeth Anderson - Senior Managing Director and Healthcare Services Equity Research AnalystJeff Garro - Managing Director and Equity Research AnalystJenny Shen - Managing Director and Senior Equity Research AnalystJessica Tassan - VP and Senior R ...

The Joint (NasdaqCM:JYNT) Q4 2025 Earnings call March 12, 2026 05:00 PM ET Company ParticipantsNicholas Sherwood - Equity Research AssociateRichard Land - Director of Investor RelationsSanjiv Razdan - President and CEOScott Bowman - CFOConference Call ParticipantsGeorge Kelly - Managing Director and Senior Research AnalystJeff Van Sinderen - Equity AnalystWill Forsberg - Associate AnalystOperatorGood day, and welcome to The Joint Corp. Fourth Quarter 2025 Financial Results Conference Call. All participants ...

The Joint (NasdaqCM:JYNT) Q4 2025 Earnings call March 12, 2026 05:00 PM ET Company ParticipantsNicholas Sherwood - Equity Research AssociateRichard Land - Director of Investor RelationsSanjiv Razdan - President and CEOScott Bowman - CFOConference Call ParticipantsGeorge Kelly - Managing Director and Senior Research AnalystJeff Van Sinderen - Equity AnalystWill Forsberg - Associate AnalystOperatorGood day, and welcome to The Joint Corp. Fourth Quarter 2025 Financial Results Conference Call. All participants ...

Silvaco Group (NasdaqGS:SVCO) Q4 2025 Earnings call March 12, 2026 05:00 PM ET Company ParticipantsChris Zegarelli - CFOKevin Garrigan - SVPRobert Mertens - Equity Research AssociateWally Rhines - CEO and DirectorConference Call ParticipantsCharles Shi - Managing Director and Senior AnalystChristian Schwab - Managing Partner and Senior Research AnalystCraig Ellis - Director Of Research and Senior Semiconductor and Capital Equipment AnalystOperatorGood afternoon, welcome to Silvaco's Fourth Quarter Fiscal Ye ...

Financial Data and Key Metrics Changes - Adobe achieved revenue of $6.4 billion in Q1 FY 2026, representing an 11% year-over-year growth [11][32] - GAAP earnings per share (EPS) for the quarter was $4.60, and non-GAAP EPS was $6.06, reflecting 11% and 19% year-over-year growth, respectively [11][32] - Total Adobe ending Annual Recurring Revenue (ARR) reached $26.06 billion, growing 10.9% year-over-year [32] - Cash flows from operations in the quarter were a record $2.96 billion, with ending cash and short-term investments at $6.89 billion [33] Business Line Data and Key Metrics Changes - Subscription revenue for business professionals and consumers was $1.78 billion, increasing 15% year-over-year [15][33] - Creative and marketing professionals' subscription revenue was $4.39 billion, growing 11% year-over-year [17][33] - Monthly active users (MAU) for Acrobat and Express grew approximately 20% year-over-year, with Creative Premium MAU crossing 80 million, growing 50% year-over-year [35][14] Market Data and Key Metrics Changes - Adobe's end-to-end solutions achieved over 30% year-over-year growth in Adobe Experience Platform (AEP) and Apps, as well as Adobe GenStudio [10][32] - The company serves 99 of the Fortune 100 and is the digital platform of choice for chief marketing officers [24] Company Strategy and Development Direction - Adobe is focusing on an AI-driven business model, targeting business professionals and consumers through AI-infused product offerings [7][11] - The company aims to empower everyone to create, leveraging creativity as a core element of its strategy [6][12] - New products include Adobe Acrobat Studio, Adobe Firefly, and Adobe GenStudio, with a strong emphasis on customer-centric product strategy [8][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in Adobe's ability to drive growth through innovation and customer-centric strategies, particularly in the AI space [11][40] - The transition to an AI-driven business is expected to enhance customer engagement and drive future revenue growth [11][39] - Management anticipates continued strength in core products and enterprise demand for customer experience orchestration solutions [38][39] Other Important Information - The company is undergoing a leadership transition, with Shantanu Narayen stepping down as CEO after 18 years [5][6] - Adobe's AI-first applications have seen ARR more than triple year-over-year, indicating strong market demand [11][36] Q&A Session Summary Question: What is the board looking for in Adobe's next CEO? - The next CEO should focus on product innovation and capitalize on the opportunities presented by AI across creativity and marketing [49][50] Question: Can you discuss the revenue acceleration observed this quarter? - Revenue acceleration is attributed to strong user adoption and the successful integration of AI into existing workflows, offsetting declines in the traditional stock business [59][61] Question: What initiatives are being taken to drive future ARR growth? - The company is focused on increasing monthly active users and enhancing product offerings, which are expected to translate into future ARR growth [68][72]

Rubrik (NYSE:RBRK) Q4 2026 Earnings call March 12, 2026 05:00 PM ET Company ParticipantsBipul Sinha - CEO, Chairman, and Co-founderFatima Boolani - Managing Director and Co-Head of U.S. Software Equity ResearchJohn DiFucci - Senior Managing DirectorJunaid Siddiqui - Managing Director of SoftwareKiran Choudary - CFOMatthew Martino - VP of Software Equity ResearchMelissa Franchi - VP and Head of Investor RelationsTodd Coupland - Managing Director of Technology and Innovation Strategist and Equity ResearchConf ...

Financial Data and Key Metrics Changes - Revenue for the fourth quarter was $58.9 million, a 16% decrease year-over-year and a sequential decrease of 7% compared to the third quarter [14] - Gross profit dollars totaled $9.1 million, a decline of 15% year-over-year and a sequential decline of 21%, resulting in a gross margin of 15.5% [16] - SG&A expenses were $7.7 million, a 24% reduction year-over-year and a 17% reduction sequentially [20] Business Line Data and Key Metrics Changes - The decline in revenue was primarily driven by clients in the industrial end market and the divested mall-related business, accounting for a $10.7 million reduction in quarterly revenue [14] - Despite challenges, the remaining two-thirds of the business saw modest growth of $7.4 million, or about 5% [15] - New business wins and wallet share initiatives launched in the fourth quarter are expected to contribute positively in 2026 [15][18] Market Data and Key Metrics Changes - The overall pipeline remains healthy, but economic uncertainty has led to decision delays among potential clients [7] - The industrial end market continues to face challenges, impacting volumes from industrial customers [5][14] Company Strategy and Development Direction - The company is focused on operational excellence initiatives to drive efficiencies and improve financial performance as market conditions normalize [8][13] - There is an emphasis on expanding wallet share with existing customers and onboarding new clients to enhance revenue streams [10][13] - The company aims to reduce debt and improve cash generation while navigating a challenging operating environment [23][24] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that 2025 was a challenging year due to volume declines from the industrial end market, but expressed confidence in future recovery as macroeconomic conditions improve [12][26] - The company is committed to controlling operational efficiencies and costs despite external challenges [30] Other Important Information - The company divested an underperforming business, complicating year-over-year comparisons [12] - Cash generation improved, with $1 million generated from operations and $1.7 million of free cash flow in the fourth quarter [21] Q&A Session Summary Question: Update on KPIs and operational efficiency initiatives - Management confirmed that KPIs and operational efficiency initiatives are on track, with positive trending despite volume challenges [29][30] Question: Health of the vendor network - Management reported improved relationships with vendors, with lower service disruptions and costs associated with those disruptions at historic lows [31][32] Question: Opportunities for cross-selling and market share expansion - Management indicated that if industrial clients expand operations, the company stands to benefit due to strong relationships with these clients [35][36]

Turtle Beach (NasdaqGM:HEAR) Q4 2025 Earnings call March 12, 2026 05:00 PM ET Company ParticipantsAlex Thompson - Investor RelationsCris Keirn - CEODrew Crum - Managing DirectorMark Weinswig - CFOConference Call ParticipantsAnthony Stoss - Senior Research AnalystJack Vander Aarde - Stock AnalystMartin Yang - Managing Director and Senior AnalystSean McGowan - Managing Director and Senior Research AnalystOperatorGood afternoon, and welcome to the Turtle Beach Q4 25 earnings conference call. All participants w ...

Open Lending (NasdaqGM:LPRO) Q4 2025 Earnings call March 12, 2026 05:00 PM ET Company ParticipantsJessica Buss - CEOKeaton Schuelke - Equity Research InternMassimo Monaco - CFOMatt Sather - Chief Underwriting OfficerRyan Gardella - Chief Investor RelationsConference Call ParticipantsJoseph Vafi - Senior Fintech and Digital Assets AnalystMadison Suhr - Research AnalystPete Heckmann - Managing Director and Senior Research AnalystOperatorHello and welcome everyone joining today's Open Lending Corporation's fou ...