Immunovant(IMVT) - 2026 Q2 - Earnings Call Transcript
2025-11-10 14:02
Immunovant (NasdaqGS:IMVT) Q2 2026 Earnings Call November 10, 2025 08:00 AM ET Company ParticipantsStephanie Lee - COOMatt Gline - CEOConference Call ParticipantsYaron Werber - AnalystCorinne Jenkins - AnalystBrian Cheng - AnalystDouglas Tsao - AnalystPrakhar Agrawal - AnalystBrandon Frith - AnalystNone - AnalystDominic Lorenzi - AnalystThomas Smith - AnalystDave Risinger - AnalystDennis Ding - AnalystSamantha Semenkow - AnalystNone - AnalystOperatorGood day, and thank you for standing by. Welcome to Immuno ...
Maplebear (CART) - 2025 Q3 - Earnings Call Transcript
2025-11-10 14:02
Maplebear (NasdaqGS:CART) Q3 2025 Earnings Call November 10, 2025 08:00 AM ET Company ParticipantsJustin Post - Managing DirectorSteven Fox - Founder and CEOAndrew Boone - Managing DirectorEric Sheridan - Managing DirectorRon Josey - Managing DirectorEmily Reuter - CFORebecca Yoshiyama - VP of Investor Relations, Capital Markets, and TreasuryShweta Khajuria - Managing DirectorChris Rogers - CEOConference Call ParticipantsRoss Sandler - Managing Director and Senior Internet Research AnalystColin Sebastian - ...
Cogent Biosciences (NasdaqGS:COGT) Update / Briefing Transcript
2025-11-10 14:02
Cogent Biosciences (NasdaqGS:COGT) Update / Briefing November 10, 2025 08:00 AM ET Company ParticipantsAndrew Robbins - President and CEOChristi Waarich - Senior Director of Investor RelationsNeeta Somaiah - Department Chair of Sarcoma Medical OncologyConference Call ParticipantsAnupam Rama - AnalystChris Raymond - AnalystClara Dong - AnalystPaul Jeng - AnalystAmanda Acosta-Ruiz - AnalystSam Slutsky - AnalystOperatorMorning, and welcome to Cogent Biosciences webcast. I will now turn the call over to Christi ...
Dole(DOLE) - 2025 Q3 - Earnings Call Transcript
2025-11-10 14:02
Dole (NYSE:DOLE) Q3 2025 Earnings Call November 10, 2025 08:00 AM ET Company ParticipantsJohan Linden - COOJacinta Devine - CFOJames O'Regan - Head of Investor RelationsPooran Sharma - Managing Director of Equity ResearchRory Byrne - CEOConference Call ParticipantsGary Martin - Equity Research AnalystPeter Galbo - Managing Director and Senior Equity Research AnalystChris Barnes - VP and Equity AnalystOperatorWelcome to Dole PLC's Third Quarter 2025 Results Webcast. Today's conference is being broadcast live ...
Blade(BLDE) - 2025 Q3 - Earnings Call Transcript
2025-11-10 14:02
Strata Critical Medical (NasdaqCM:BLDE) Q3 2025 Earnings Call November 10, 2025 08:00 AM ET Company ParticipantsBen Haynor - Managing Director of Medical Technology ResearchWill Heyburn - Co-CEOMatt Schneider - CFO and VP of Investor RelationsMelissa Tomkiel - Co-CEOConference Call ParticipantsJohn Hickman - Managing Director and Special Situations AnalystOperatorGood morning, ladies and gentlemen, and welcome to the Strata Critical Medical fiscal third quarter 2025 earnings release conference call. At this ...
Joint Stock Company Kaspi.kz(KSPI) - 2025 Q3 - Earnings Call Transcript
2025-11-10 14:02
Joint Stock Company Kaspi.kz (NasdaqGS:KSPI) Q3 2025 Earnings Call November 10, 2025 08:00 AM ET Company ParticipantsMikheil Lomtadze - CEO and Co-founderReggie Smith - Executive Director on Equity ResearchYgal Arounian - Director of Internet Equity ResearchGriffen Drebing - Equity Research AssociateDavid Ferguson - Head of Investor RelationsConference Call ParticipantsJames Friedman - Senior FinTech and IT Services Research AnalystOperatorI'd now like to hand you over to today's host, David Ferguson, Head ...
Global Business Travel (GBTG) - 2025 Q3 - Earnings Call Presentation
2025-11-10 14:00
Q3 2025 Financial & Operational Highlights - Q3 2025 saw a 23% year-over-year (YOY) growth in Total Transaction Value (TTV)[19] - Revenue increased by 13% YOY[19] - Adjusted Gross Profit Margin was 60%[19] - Adjusted EBITDA grew by 9% YOY[19] - Free Cash Flow reached $38 million[20] - The value of new wins over the Last Twelve Months (LTM) totaled $3.2 billion, excluding CWT[20] CWT Acquisition & Synergies - The acquisition of CWT closed on September 2, 2025, adding approximately $700 million in acquired revenue[19, 26] - Net cost synergies of approximately $155 million are expected over 3 years[27] - Synergies of approximately $55 million are anticipated in 2025/2026, with $5 million in 2025 and an incremental $50 million in 2026[28, 47] SAP Concur Strategic Alliance - The alliance with SAP Concur offers access to a vast customer base, including 98 out of 100 of the world's largest companies and approximately 80% of SAP's customers being SMEs, with over 104 million SAP Concur end users[30] SME Opportunity & Egencia - The estimated total travel spend for SMEs in 2024 is $834 billion, with $625 billion of the global SME segment being unmanaged[32] - Egencia's LTM TTV is approximately $8 billion, with approximately $2.2 billion in LTM SME New Wins Value, and a customer retention rate of approximately 95%[34] FY 2025 Guidance & FY 2026 Expectations - The company raised its FY 2025 revenue guidance to $2.705 billion - $2.725 billion, an increase of approximately $227 million due to incremental revenue from CWT, representing a 12% YOY increase[49] - Adjusted EBITDA guidance for FY 2025 is $523 million - $533 million, an increase of approximately $5 million due to CWT synergies execution, representing a 9%-11% YOY increase[49] - Preliminary expectations for FY 2026 include revenue growth of 19%-21% and Adjusted EBITDA growth of 16%-22%, reaching $615 million - $645 million[52]
enviri(NVRI) - 2025 Q3 - Earnings Call Presentation
2025-11-10 14:00
Q3 2025 Financial Performance - Revenues remained relatively unchanged at $575 million compared to $574 million in Q3 2024[11] - GAAP Income from Continuing Operations showed a decrease of 82%, falling from $(11) million in Q3 2024 to $(20) million in Q3 2025[11] - Adjusted EBITDA decreased by 12%, from $85 million in Q3 2024 to $74 million in Q3 2025, representing a margin of 12.9% compared to 14.8% in the previous year[11] - Adjusted diluted loss per share from continuing operations was $(0.08), compared to $(0.01) in Q3 2024[11] - Adjusted Free Cash Flow was $6 million, a significant change from $(34) million in Q3 2024[11] Segment Performance - Harsco Environmental's revenues decreased by 6% to $261 million, and Adjusted EBITDA decreased by 17% to $44 million[12] - Clean Earth's revenues increased by 6% to $250 million, and Adjusted EBITDA increased by 4% to $43 million[16] - Harsco Rail's revenues increased by 10% to $64 million, but Adjusted EBITDA decreased by 48% to $(4) million[20] Revised 2025 Outlook - GAAP Loss from Continuing Operations is projected to be between $(103) million and $(93) million, revised from the prior outlook of $(74) million to $(56) million[24] - Adjusted EBITDA is expected to be between $268 million and $278 million, revised from the prior outlook of $290 million to $310 million[24] - Adjusted Free Cash Flow is projected to be between $(30) million and $(20) million, revised from the prior outlook of $15 million to $35 million[24]
Caledonia Mining Plc(CMCL) - 2025 Q3 - Earnings Call Presentation
2025-11-10 14:00
Disclaimer and Forward-Looking Statements This presentation has been prepared solely for information and does not purport to contain all of the information that may be necessary or desirable to fully and accurately evaluate Caledonia Mining Corporation Plc ("Caledonia" or "the Company") or its business prospects. For the purposes of this notice, "presentation" includes this document, any oral presentation, any questions and answer session and any written or oral material discussed or distributed by the Comp ...
Akebia Therapeutics(AKBA) - 2025 Q3 - Earnings Call Transcript
2025-11-10 14:00
Akebia Therapeutics (NasdaqCM:AKBA) Q3 2025 Earnings Call November 10, 2025 08:00 AM ET Speaker3Today, and thank you for standing by. Welcome to Akebia's third quarter 2025 financial results conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdr ...