Cadence Design Systems (NasdaqGS:CDNS) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Speaker14Ladies and gentlemen, good afternoon. My name is Abby, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Cadence fourth quarter and fiscal year 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during that ...

Axcelis Technologies (NasdaqGS:ACLS) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Speaker9Good day, ladies and gentlemen, and welcome to the Axcelis Technologies call to discuss the company results for the fourth quarter and full year 2025. My name is Victor, and I'll be your coordinator for today. I'd like to turn the presentation over to your host for today's call, David Ryzhik, Senior Vice President of Investor Relations and Corporate Strategy. Please proceed.Speaker3Thank you, operator. This is D ...

SSR Mining (NasdaqGS:SSRM) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Speaker6Hello everyone, and welcome to SSR Mining's fourth quarter and full year 2025 financial results conference call. This call is being recorded. At this time, for opening remarks and introductions, I would like to turn the call over to Alex Hunchak from SSR Mining. Please go ahead.Speaker0Thank you, operator, and hello everyone. Thank you for joining today's conference call to discuss SSR Mining's fourth quarter and full yea ...

The Hackett Group (NasdaqGS:HCKT) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Speaker2Welcome to the Hackett Group fourth quarter earnings conference call. Your lines have been placed on a listen-only mode until the question and answer session. Please be advised the conference is being recorded. Hosting tonight's call are Mr. Ted Fernandez, Chairman and CEO, and Mr. Rob Ramirez, Chief Financial Officer. Mr. Ramirez, you may begin, sir.Speaker3Good afternoon, everyone, and thank you for joining us to ...

Cineverse (NasdaqCM:CNVS) Q3 2026 Earnings call February 17, 2026 04:30 PM ET Company ParticipantsChris McGurk - Chairman and CEOErick Opeka - President and Chief Strategy OfficerGary Loffredo - Chief Legal Officer and Senior AdvisorMark Lindsey - CFOTony Huidor - President of Technology and Chief Product OfficerConference Call ParticipantsBrian Kinstlinger - Equity Research AnalystDan Kurnos - Equity Research AnalystLaura Martin - Equity Research AnalystOperatorGood day, everyone, and thank you for joining ...

Goosehead Insurance (NasdaqGS:GSHD) Q4 2025 Earnings call February 17, 2026 04:30 PM ET Company ParticipantsDan Farrell - VP of Capital MarketsMark Jones Jr. - CFO and COOMark Miller - President and CEOConference Call ParticipantsAndrew Andersen - Equity Research AnalystAndrew Kligerman - Equity Research AnalystBrian Meredith - Equity Research AnalystKatie Sakys - Equity Research AnalystMark Hughes - Equity Research AnalystMichael Zaremski - Equity Research AnalystPablo Singzon - Equity Research AnalystPaul ...

AtriCure (NasdaqGM:ATRC) Q4 2025 Earnings call February 17, 2026 04:30 PM ET Company ParticipantsAngie Wirick - CFODanny Stauder - Director of Equity Research in Medical TechnologyJohn McAulay - Associate VPMarissa Bych - Managing DirectorMike Carrel - President and CEOConference Call ParticipantsLily Lozada - Equity Research AnalystMarie Thibault - Managing Director and Medical Technology and Digital Health AnalystMike Matson - Senior AnalystSuraj Kalia - Managing Director and Senior Analyst in Medical Tec ...

Medifast (NYSE:MED) Q4 2025 Earnings call February 17, 2026 04:30 PM ET Company ParticipantsDan Chard - Chairman and CEOJim Maloney - CFONick Johnson - PresidentSteven Zenker - VP of Investor RelationsConference Call ParticipantsJim Salera - Research AnalystOperatorGreetings, and welcome to the Medifast fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. Should anyone require operator ...

Financial Data and Key Metrics Changes - Adjusted EBITDA increased by 10% on a 4% increase in gross transaction value (GTV) in Q4 2025, reflecting strong execution and cost management [4][11] - Adjusted earnings per share increased by 17% in Q4 and 15% for the full year, driven by higher operating income and lower net interest expense [14] - Full-year GTV increased by 2%, driven by new wins in the automotive sector, partially offset by cyclical pressure in the commercial construction and transportation (CC&T) sector [12][14] Business Line Data and Key Metrics Changes - Automotive GTV increased by 3% in Q4, with unit volumes rising by 2%. Excluding catastrophic impacts, GTV and unit volumes grew approximately 12% and 8%, respectively [11][12] - In the CC&T sector, GTV increased by 9%, with unit volumes growing approximately 10% and average price per lot sold increasing due to improvements in asset mix [12][14] Market Data and Key Metrics Changes - Gross returns or salvage values as a percentage of pre-accident cash values expanded, supporting approximately 7% year-over-year growth in the U.S. insurance average selling price [6] - The inflation differential between automotive repair costs and used vehicle pricing continued to narrow, supporting an increase in the total loss ratio [11] Company Strategy and Development Direction - The company is focused on disciplined execution and strategic progress, prioritizing scale, longevity, and strategic positioning to expand market share and enhance partner relationships [4][5] - A new multi-year agreement with one of the largest partners was signed, reinforcing trust and providing long-term visibility into expected volumes [5][6] - The company plans to roll out the IAA Total Loss Predictor in 2026 to improve vehicle routing efficiency, which is expected to deliver cost savings for partners [8] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding early signs of improvement in seller confidence within the CC&T sector, supported by stabilizing used equipment values and lower interest rates [9] - The outlook for 2026 anticipates full-year GTV growth between 5% and 8%, with a focus on volume-led growth and continued market share gains [15] Other Important Information - The company expects full-year capital expenditures for 2026 to be between $350 million and $400 million, with a mix of one-third on technology-related investments and two-thirds on traditional physical assets [15][38] - The company is committed to ongoing operational excellence and cost savings initiatives to maximize profit flow-through [15][47] Q&A Session Summary Question: Clarification on 2026 guidance and market share capture - Management confirmed that the guidance includes annualization of wins already announced and any additional terms agreed upon [20] Question: Flow-through of GTV to revenue - Management indicated there may be slight pressure on the take rate but remains optimistic about unit economics and volume growth [22] Question: Improvement in CC&T sector - Management noted early signs of improvement in partner conversations, indicating potential for a return to a normalized cycle [26] Question: Details on the total loss predictor - The total loss predictor aims to enhance efficiency by determining vehicle status at the scene of an accident, potentially reducing costs associated with storage and rental fees [28] Question: AI development among competitors - Management acknowledged varying capabilities among insurance carriers regarding AI development, emphasizing their role in providing integrated solutions [35] Question: Capital allocation strategy - Management is focused on debt reduction, business investment, and evaluating share repurchase opportunities as part of their capital allocation strategy [53] Question: Impact of autonomous vehicles - Management does not foresee immediate risks from autonomous vehicles but acknowledges potential long-term changes in collision rates and vehicle ownership [57] Question: Total salvage volumes outlook - Management expects to continue gaining market share and growing faster than the market, without providing specific volume breakdowns [78]

Medifast (NYSE:MED) Q4 2025 Earnings call February 17, 2026 04:30 PM ET Company ParticipantsDan Chard - Chairman and CEOJim Maloney - CFONick Johnson - PresidentSteven Zenker - VP of Investor RelationsConference Call ParticipantsJim Salera - Research AnalystOperatorGreetings, and welcome to the Medifast fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. Should anyone require operator ...