Align Technology (NasdaqGS:ALGN) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsJohn Morici - CFOJoseph Hogan - President and CEOShirley Stacy - Vice President of Corporate Communications and Head of Investor RelationsConference Call ParticipantsDylan Finley - AnalystElizabeth Anderson - AnalystErin Wright - AnalystJonathan Block - AnalystOperatorGreetings. Welcome to the Align Q4 and Full Year 2025 earnings call. At this time, all participants are in a listen-only mode. A question- ...

Financial Data and Key Metrics Changes - Alphabet's annual revenues exceeded $400 billion for the first time, with Q4 consolidated revenues reaching $113.8 billion, up 18% year-over-year [5][29] - Net income increased by 30% to $34.5 billion, and earnings per share rose by 31% to $2.82 [31] - Operating income increased by 16% to $35.9 billion, with an operating margin of 31.6% [31] Business Line Data and Key Metrics Changes - Google Services revenues increased by 14% to $95.9 billion, driven by a 17% increase in Search and Other revenues [19][32] - YouTube advertising revenues grew by 9% to $11.4 billion, primarily driven by direct response advertising [32] - Google Cloud revenue accelerated by 48% to $17.7 billion, with significant growth in enterprise AI products [33][36] Market Data and Key Metrics Changes - Google Cloud's backlog increased by 55% quarter-over-quarter to $240 billion, reflecting strong demand for AI products [5][36] - The number of paid subscriptions across consumer services reached over 325 million, with strong adoption for Google One and YouTube Premium [5] - Daily AI Mode queries per user doubled since launch, indicating increased user engagement [12] Company Strategy and Development Direction - The company is focusing on AI investments, with anticipated CapEx for 2026 in the range of $175 billion to $185 billion [6][39] - The launch of the Universal Commerce Protocol aims to enhance agentic commerce capabilities [10][46] - The integration of AI across products and platforms is a key strategy, with significant innovations in Search, YouTube, and Cloud services [10][20] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the ongoing demand for AI products and the company's ability to capitalize on this opportunity [39][41] - There are concerns about supply constraints affecting compute capacity, which management is actively addressing [79] - The company is committed to maintaining operational efficiency while investing in growth [53][78] Other Important Information - The company reported a $2.1 billion stock-based compensation charge related to Waymo's valuation increase [30] - Record operating cash flow of $52.4 billion was generated in Q4, contributing to a total of $164.7 billion for the full year [31][32] - The company is collaborating with Apple as their preferred cloud provider to develop next-generation foundation models based on Gemini technology [26] Q&A Session Summary Question: Progress on agentic commerce products and YouTube integration - Management highlighted that 2025 was about laying the foundation for agentic commerce, with significant progress expected in 2026 [44][46] Question: Addressing demand and capacity imbalances for AI - Management acknowledged supply constraints and emphasized long-term planning to meet demand while driving efficiencies [50][51] Question: Maintaining Gemini's position in the LLM frontier - Management expressed confidence in maintaining momentum through continuous innovation and integration of multimodal models [57][59] Question: YouTube ad revenue growth and brand-related impacts - Management noted that the growth rate was affected by lapping strong election spending and emphasized the holistic view of YouTube's revenue [66][68] Question: Investment levels and core performance trends - Management explained a rigorous investment framework that balances near-term and long-term growth objectives [76][78] Question: Concerns about the Google story and future challenges - Management identified compute capacity and supply chain constraints as key concerns that require ongoing attention [79]

Coherent (NYSE:COHR) Q2 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsJim Anderson - CEOPaul Silverstein - SVP of Investor RelationsSherri Luther - CFOConference Call ParticipantsAtif Malik - Managing Director and Equity Research AnalystEzra Weener - VP and Equity Research AnalystGeorge Notter - Managing Director and Senior Research AnalystKarl Ackerman - Equity Research AnalystMichael Mani - Equity Research AnalystRuben Roy - Managing Director and Equity Research AnalystRyan Koontz - ...

ePlus (NasdaqGS:PLUS) Q3 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsElaine Marion - CFOKley Parkhurst - Senior VPMark Marron - CEO and PresidentConference Call ParticipantsGreg Burns - AnalystMaggie Nolan - Research AnalystOperatorEarnings results conference call. As a reminder, this conference call is being recorded. All lines have been placed on mute to prevent any background noise, and after the speaker's remarks, there will be a question and answer session. If you would like to ...

A10 Networks (NYSE:ATEN) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsDhrupad Trivedi - President and CEOMichelle Caron - CFOTom Baumann - Head of Investor RelationsConference Call ParticipantsAnya Soderstrom - Senior Equity Research AnalystGray Powell - MD and Security and Infrastructure Software AnalystHamed Khorsand - Principal and Senior Equity Research AnalystHendi Susanto - VP, Portfolio Manager, and Research AnalystMichael Romanelli - VP and Equity Research AnalystOperatorW ...

LifeVantage (NasdaqCM:LFVN) Q2 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsCarl Aure - CFODoug Lane - Managing Director of ConsumerReed Anderson - Managing DirectorSteve Fife - President and CEOConference Call ParticipantsRyan Meyers - Senior Research AnalystOperatorGood day, ladies and gentlemen, and thank you for standing by. Welcome to today's conference call to discuss LifeVantage's second quarter of fiscal 2026 results. At this time, all participants are in a listen-only mode. ...

Lantronix (NasdaqCM:LTRX) Q2 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsAustin Moeller - Director of Equity ResearchBrent Stringham - CFOJaeson Schmidt - Director of ResearchSaleel Awsare - CEOConference Call ParticipantsChristian Schwab - Senior Research AnalystScott Searle - Senior Research AnalystOperatorGood day, and welcome to the Lantronix Inc. 2026 second quarter results conference call. All participants will be in a listen-only mode. Should you need assistance, please signa ...

Accuray (NasdaqGS:ARAY) Q2 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsAli Pervaiz - SVP and CFOSteve La Neve - CEOSteve Monroe - VP of Financial Planning and AnalysisConference Call ParticipantsMarie Thibault - Managing Director and Medical Technology and Digital Health AnalystYoung Li - SVP and Equity Research AnalystOperatorGood afternoon and welcome to Accuray's conference call to review financial results for the second quarter of fiscal year 2026, which ended December 31st of 2 ...

Allegiant Travel Company (NasdaqGS:ALGT) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsCathrine O'Brien - VPConnor Cunningham - DirectorDrew Wells - Chief Commercial OfficerDuane Pfennigwerth - Senior Managing DirectorGreg Anderson - CEORavi Shanker - Managing DirectorRobert Neal - President and CFOSavanthi Syth - Managing DirectorSherry Wilson - Managing Director of Investor RelationsConference Call ParticipantsAndrew Didora - Senior Equity Research AnalystAtul Maheswari - Equity ...

Tenable (NasdaqGS:TENB) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsAbhishek Murali - Equity Research AssociateBrian Essex - Executive Director of U.S. Software Equity ResearchErin Carney - VP of Investor RelationsMark Thurmond - Co-CEOMatt Brown - CFOSaket Kalia - DirectorSteve Vintz - Co-CEOConference Call ParticipantsJonathan Ho - Partner and Research AnalystJoseph Gallo - Secuity Software Equity Research AnalystMike Cikos - Senior AnalystPatrick Colville - Director and Equity ...