Bitfarms (NasdaqGM:BITF) FY Conference January 13, 2026 04:30 PM ET Company ParticipantsJonathan Merne - CFONone - Company RepresentativeLiam Wilson - COOConference Call ParticipantsNone - AnalystOperatorto the Bitfarms presentation. Before we begin, I just want to remind everybody that we will be making references to forward-looking statements that might differ from actual results. We also refer to non-IFRS measures. If you're looking for definitions of both of them, please make sure to look at our MD&A on ...

Cellectar Biosciences (NasdaqCM:CLRB) 2026 Conference January 13, 2026 04:30 PM ET Company ParticipantsJim Caruso - CEOModeratorYeah. No, the cubs. Cubs. Who are you talking about? Good afternoon. Welcome back to session. My name is Matt Gardner. I'll be your moderator for this afternoon. Our first presenting company in the afternoon session is Cellectar Biosciences from Florham Park, New Jersey. As a Westfield guy, I have great pride introducing you here, Jim. Cellectar is focused on oncology, platform tec ...

Heartflow (NasdaqGS:HTFL) FY Conference January 13, 2026 04:30 PM ET Company ParticipantsJohn Farquhar - CEOVikram Verghese - CFOConference Call ParticipantsRobbie Marcus - MedTech AnalystRobbie MarcusHello, everyone. We're going to get started here. Hope you had a good lunch. I'm Robbie Marcus, the MedTech analyst at J.P. Morgan. Very happy to introduce CEO of HeartFlow, John Farquhar. John, I'll give a presentation followed by some Q&A. John?John FarquharThank you, Robbie. I appreciate the time today. Gre ...

GoodRx (NasdaqGS:GDRX) FY Conference January 13, 2026 04:30 PM ET Company ParticipantsFrank Harvey - CEOLisa Gill - Head of Healthcare ServicesWendy Barnes - CEOChris McGinnis - CFOConference Call ParticipantsNone - Analyst 2None - Analyst 1NoneSuch bad timing, but.I know.It's never going to change.Lisa GillGood afternoon. My name is Lisa Gill, and I head healthcare services here at JPMorgan. It's with great pleasure this afternoon that we have GoodRx. With us from GoodRx, we have CEO Wendy Barnes, as well ...

Five9 FY Conference Summary Company Overview - **Company**: Five9 (NasdaqGM:FIVN) - **Industry**: Cloud-based Customer Experience (CX) Software - **Revenue Growth**: From $10 million in 2008 to approximately $1.1-$1.2 billion in 2025, indicating significant growth over the years [5][9] Key Points and Arguments Leadership Transition - **Outgoing CEO**: Mike Burkland will step down but remain as Executive Chair [11] - **Incoming CEO**: Amit Mathradas, noted for his experience in AI and automation, will take over on February 2, 2026 [21][23] Business Model and Growth Drivers - **Core Business**: Five9's traditional CCaaS (Contact Center as a Service) is projected to grow at a 9% CAGR, with 60% of contact centers still using on-premise solutions [24] - **AI Growth**: AI-driven CX is expected to grow at a 34% CAGR, with Five9's AI revenue growing by 41% in the last quarter [24][25] - **Market Opportunity**: The total addressable market (TAM) for contact centers is $24 billion, with only 40% penetration, indicating substantial growth potential [26] Competitive Advantages - **End-to-End Platform**: Five9's integrated platform allows for seamless orchestration of customer interactions, providing a competitive edge over point solutions [34][40] - **Conversational Data**: The platform serves as a system of record for conversational data, enhancing AI capabilities and personalization [40][41] Customer Engagement and Adoption - **AI as a Catalyst**: AI is driving customers to transition from on-premise to cloud solutions, with many enterprises considering AI-first strategies [26][28] - **Large Deals**: Five9 has secured significant contracts with major brands like Wells Fargo, CVS, and FedEx, attributed to its reliable and scalable platform [31][32] Financial Metrics - **Net Revenue Retention (NRR)**: Slight decline from 108% to 107% due to tough comparisons and seasonality, but expected to improve in 2026 with a backlog of new bookings [51][53] - **Profitability Goals**: Targeting a midterm adjusted EBITDA margin of 25%-30% by 2027, driven by operational efficiencies and a growing AI portfolio [55][56] Pricing Strategy - **Consumption-Based Pricing**: Transitioning to interaction-based contracts, allowing flexibility between human and AI interactions [46][47] - **Annual Invoicing**: Moving towards annual invoicing for larger customers to improve cash flow and working capital efficiency [58] Additional Insights - **AI Development**: Five9 employs an engine-agnostic strategy for AI, allowing integration of various models based on customer needs [64][66] - **Implementation Challenges**: New AI product deployments are taking longer due to the complexity of integration compared to previous seat-based models [69] This summary encapsulates the key insights from the Five9 FY Conference, highlighting the company's growth trajectory, leadership changes, competitive advantages, and financial outlook.

Unisys (NYSE:UIS) FY Conference January 13, 2026 03:45 PM ET Company ParticipantsMike Thomson - CEO and PresidentConference Call ParticipantsNone - AnalystMike ThomsonAgain. Again, the segment being ECS, L&S being the ClearPath product, I think you should expect to see continuing margins at the rate that I'm indicating. That 70% is what it's been and what it will continue to be. The oscillation there is really dependent on how much hardware is in any type of renewal cycle. There is a hardware component. If ...

Ciena (NYSE:CIEN) FY Conference January 13, 2026 03:45 PM ET Company ParticipantsDavid Rothenstein - SVP and Chief Strategy OfficerConference Call ParticipantsRyan Koontz - Managing Director and Research AnalystRyan KoontzWelcome to Needham's 20th Annual Growth Conference. I'm Ryan Koontz. I cover the communications and networking sector here at Needham. Really happy to be joined by Ciena today. We've got David Rothenstein, SVP and Chief Strategy Officer. Welcome, David.David RothensteinWelcome, Ryan. Thank ...

Ambarella (NasdaqGS:AMBA) FY Conference January 13, 2026 03:45 PM ET Company ParticipantsFermi Wang - CEOConference Call ParticipantsQuinn Bolton - Semiconductor AnalystQuinn BoltonOkay.Okay. We'll go ahead and get started. Thank you, everybody, for joining us at the 28th Annual Needham Growth Conference. My name's Quinn Bolton. I'm the Semiconductor Analyst for Needham. It's my pleasure to host this fireside chat with Ambarella. Ambarella is an edge AI semiconductor company whose products are used in a wid ...

NANO Nuclear Energy (NasdaqCM:NNE) FY Conference January 13, 2026 03:45 PM ET Company ParticipantsMatthew Barry - Director of Investor Relations and Capital MarketsConference Call ParticipantsNone - Analyst 2None - Analyst 1Matthew BarryAll right. Can everyone hear me okay? Great. Good afternoon, everyone. My name is Matthew Barry, Director of Investor Relations and Capital Markets here at NANO Nuclear Energy. We're developing next-generation micro-reactors, nuclear fuel fabrication, and transportation tech ...

Summary of FormFactor's Conference Call Company Overview - **Company**: FormFactor - **Industry**: Semiconductor testing equipment - **Recent Revenue**: Trailing 12-month revenues approximately $750 million, with guidance for Q4 indicating an annual run rate closer to $800 million [6][11] Business Segments - **Probe Cards**: The largest segment, serving as connectors between test equipment and customer wafers, crucial for testing chips before assembly. Increased demand driven by advanced packaging technologies like high bandwidth memory (HBM) [6][7] - **Engineering Systems**: Focused on co-packaged optics (CPO), aiding customers in R&D and addressing power consumption issues in data centers [8][9] Market Position and Strategy - **Key Customers**: Strong relationships with major DRAM manufacturers, particularly SK Hynix, which represents 10% of FormFactor's revenue [19] - **Competitive Advantage**: Unique capabilities in high-speed and RF testing, particularly for HBM applications, allowing for high parallelism and productivity in testing [20][21] - **Future Technology**: Transitioning to hybrid bonding in HBM may require new probing technologies, which FormFactor is prepared for due to its experience with copper probing [28] Growth Drivers - **HBM and DRAM**: Anticipated growth in DRAM, particularly DDR5, with expectations to set records in probe card sales. Current market dynamics suggest a shortage in supply due to clean room constraints [55][56] - **GPU and ASIC Testing**: Increased focus on GPU testing due to long test times and high transistor counts, with FormFactor adapting its technology to meet these demands [31][36] Operational Changes - **Factory Realignment**: Recent consolidation of manufacturing sites in California and the establishment of a new site in Farmers Branch, Texas, aimed at increasing efficiency and capacity [12][14][70] - **Gross Margin Improvement**: Targeting a gross margin of 47% by 2026, with recent improvements from 38.5% to a projected 42% in Q4, driven by operational efficiencies and cost structure optimization [11][66][70] Challenges and Considerations - **Market Dynamics**: The company faces challenges from tariff impacts, which are estimated to be a 200 basis points headwind to gross margins [70] - **NAND Business**: Limited focus on NAND due to its commodity nature and lack of differentiation opportunities [54] Future Outlook - **CPO and Optical Probing**: Continued investment in CPO technologies, with expectations for significant growth in AI applications. Integration of electrical and optical probing technologies is anticipated [42][43] - **Capacity Expansion**: The new Texas facility is expected to ramp up production by the end of 2026, aligning with anticipated market demand [70][71]