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Workiva(WK) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:02
Workiva (NYSE:WK) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsAdam Hotchkiss - VP, Equity Research - Emerging SoftwareAlex Sklar - Director - Application SoftwareBarbara Larson - CFOBrett Huff - Managing Director - Enterprise and Application Software ResearchDaniel Jester - Managing Director - Software ResearchJulie Iskow - CEOKatie White - Senior Director of Investor RelationsTerry Tillman - Managing Director, Equity Research - Application Software and SaaSConference Call Partic ...
Century Aluminum(CENX) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:02
Century Aluminum Company (NasdaqGS:CENX) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsChad Rigg - VP of Finance and TreasurerJesse Gary - President and CEOPeter Trpkovski - EVP and CFOConference Call ParticipantsKatja Jancic - Equity Research AnalystMatthew Key - Vice President and Equity Research AnalystNicholas Giles - Senior Research AnalystModeratorGood afternoon. Thank you for attending the Century Aluminum Company Fourth Quarter 2025 Earnings Conference Call. My name is Matt ...
indie Semiconductor(INDI) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:02
indie Semiconductor (NasdaqCM:INDI) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsAshish Gupta - Investor RelationsDon McClymont - CEO and Co-FounderNaixi Wu - CFOConference Call ParticipantsAnthony Stoss - Senior AnalystCody Acree - Senior Semiconductor Financial AnalystCraig Ellis - Director of Research, Senior Semiconductor and Capital Equipment AnalystSuji De Silva - Managing Director, Senior Research AnalystNone - AnalystOperatorGood afternoon, and welcome to indie Semiconduct ...
JAKKS Pacific(JAKK) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:02
JAKKS Pacific (NasdaqGS:JAKK) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsJohn Kimble - CFOStephen Berman - Chairman, CEO, and Co-FounderConference Call ParticipantsEric Beder - CEO and Senior Research AnalystGerrick Johnson - Managing Director and Senior Equity AnalystModeratorAfternoon, everyone. Welcome to the JAKKS Pacific fourth quarter and full year 2025 earnings conference call with management, who will review financial results for the quarter ended December 31, 2025. JAKK ...
Live Nation Entertainment(LYV) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:02
Live Nation Entertainment (NYSE:LYV) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsAmy Yong - SVP of Investor RelationsJoe Berchtold - CFOMichael Rapino - CEOConference Call ParticipantsBatya Levi - Equity Research AnalystBen Tuchman - Equity Research AnalystBrandon Ross - Equity Research AnalystCameron Mansson-Perrone - Equity Research AnalystDavid Karnovsky - Equity Research AnalystPeter Henderson - Equity Research AnalystRobert Fishman - Equity Research AnalystStephen Laszczyk - ...
Floor & Decor(FND) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:02
Floor & Decor (NYSE:FND) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsBrad Paulsen - CEOBryan Langley - EVP and CFOChuck Grom - Managing DirectorMax Rakhlenko - DirectorSteven Forbes - Senior Managing Director of Equity ResearchTom Taylor - Executive ChairWayne Hood - SVP of Investor RelationsConference Call ParticipantsChris Horvers - Senior AnalystMichael Lasser - Equity Research Analyst of Hardlines, Broadlines, and Food RetailPeter Keith - Managing Director and Senior Research ...
Socket Mobile(SCKT) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:02
Socket Mobile (NasdaqCM:SCKT) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsKevin Mills - CEOLynn Zhao - CFOSteve Swanson - Private InvestorOperatorGood day, everyone, and welcome to the Socket Mobile Q4 2025 earnings call. My name is Elvis, and I'll be your operator for today's call. Before we begin, I'd like to remind everyone that this conference may contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of ...
Perdoceo Education (PRDO) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:02
Perdoceo Education (NasdaqGS:PRDO) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsAshish Ghia - CFOTodd Nelson - President and CEOOperatorHello, and thank you for standing by. At this time, I would like to welcome everyone to the Perdoceo Education Corporation Q4 and Full Year 2025 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. I would now like to turn the call over to Nick Nelson, Alpha IR Group. Nick, please go ahead.Nick NelsonThank ...
Celsius (NasdaqCM:CELH) 2026 Conference Transcript
2026-02-19 23:02
Celsius (NasdaqCM:CELH) 2026 Conference February 19, 2026 05:00 PM ET Company ParticipantsEric Hanson - President and COOJohn Fieldly - Chairman and CEOKyle Watson - Chief Brand OfficerNone - Video NarratorModeratorGood afternoon, again. It's now my pleasure to welcome Celsius Holdings back to the CAGNY stage. Before I get started, please join me in thanking Celsius for their generous sponsorship of the conference with their beverages all week. Struggling to read this a little bit because it's been a long d ...
CarGurus(CARG) - 2025 Q4 - Earnings Call Transcript
2026-02-19 23:02
Financial Data and Key Metrics Changes - Revenue from continuing operations grew 14% year-over-year for the full year 2025, marking the second consecutive year of mid-teens growth [4][21] - Adjusted EBITDA from continuing operations increased by 25% year-over-year [4][23] - Fourth quarter revenue grew 15% year-over-year to $241 million, driven by strength in subscription-based listings revenue and international business [21] - Full-year non-GAAP net income per diluted share attributable to common stockholders was $2.28, up 31% year-over-year [25] Business Line Data and Key Metrics Changes - Consolidated CarSid grew 8% year-over-year, with global paying dealer count increasing by 2,399 [7][21] - Add-on product adoption rose nearly 25% year-over-year, indicating strong engagement and platform usage [7] - International revenue grew 27% year-over-year, with fourth quarter revenue up 32% year-over-year [22] Market Data and Key Metrics Changes - U.S. CarSid grew 8% year-over-year, with 1,357 new paying U.S. dealers added [21] - International dealer count growth surged 14% year-over-year to 8,360 dealers [22] - CarGurus influenced 55% of all attributed vehicle sales in 2025, reinforcing its market position [10] Company Strategy and Development Direction - The company aims to expand its suite of data-driven solutions across dealer workflows, enhancing profitability for dealers [7] - Focus on product innovation, with more new products launched in 2025 than in any prior year, including Price Vantage and CG Discover [5][19] - The strategy includes leveraging AI-driven innovation to enhance product velocity and differentiation [4][19] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining growth rates due to strong visibility and no customer concentration [32] - The company anticipates revenue growth of 10%-13% year-over-year for 2026, with continued investment in product and technology [28] - Management highlighted the importance of trust and clarity in consumer decision-making, especially in the evolving AI landscape [18] Other Important Information - The company completed the wind down of CarOffer, presenting its financial results as discontinued operations [20] - A new $250 million share repurchase program was authorized, reflecting the company's commitment to returning value to shareholders [26] Q&A Session Summary Question: Visibility of growth rate and new products' contribution - Management indicated strong growth visibility due to effective execution on growth levers and new product introductions, which are expected to enhance long-term growth [32][34] Question: Inclusion of Price Vantage in revenue guidance - Price Vantage and New Car Exposure are included in the revenue guidance as they have been launched and are part of the operating plan [39] Question: Margin outlook and investment strategy - Management emphasized a focus on long-term growth and healthy margins, indicating that the 2026 margin guidance is not a new normal but rather a strategic investment phase [41][42] Question: Contribution of dealer count and CarSid to revenue - Management did not break out revenue outlook between CarSid and dealer count but noted the relationship between the two metrics [54] Question: Factors driving improved dealer satisfaction and retention - Improved dealer satisfaction is attributed to clear ROI, lead growth, and the introduction of new software and data tools that enhance profitability [57][59] Question: Traffic growth and consumer engagement - Traffic growth is driven by enhanced consumer experience and broader reach through marketing campaigns, including the Big Deal campaign [68]