Xperi (NYSE:XPER) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsHamed Khorsand - Principal and Director of ResearchJon Kirchner - CEORobert Anderson - CFOSam Levinson - Managing DirectorConference Call ParticipantsJason Kreyer - Senior Research AnalystMatthew Galinko - SVP and Senior Equity Research AnalystOperatorGood day, everyone. Thank you for standing by. Welcome to the Xperi Fourth Quarter 2025 Earnings Conference Call. During today's presentation, all parties will be in a li ...

StandardAero (NYSE:SARO) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsAlex Trapp - Chief Strategy OfficerDan Satterfield - CFOKristine Liwag - Executive Director and Head of Aerospace & Defense Equity ResearchRama Bondada - Senior Vice President of Investor RelationsRussell Ford - Chairman and CEOSheila Kahyaoglu - Managing Director in Equity ResearchConference Call ParticipantsDoug Harned - Managing Director and Senior AnalystGavin Parsons - Equity AnalystKrista Friesen - Equity ...

Alkami (NasdaqGS:ALKT) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsAdam Hotchkiss - VP and Emerging Software Equity ResearchAlex Markgraff - VP and Equity ResearchAlex Shootman - CEOAlexei Gogolev - Executive DirectorCassandra Hudson - CFOSaket Kalia - Managing DirectorSteve Calk - Investor RelationsConference Call ParticipantsAlex Sklar - AnalystCristopher Kennedy - Equity Research AnalystJacob Stephan - Senior Research AnalystJeff Van Rhee - Partner and Equity Research AnalystO ...

Veeco Instruments (NasdaqGS:VECO) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsAlex Delacroix - Head of Investor RelationsBill Miller - CEODavid Duley - Managing PrincipalDenis Pyatchanin - Equity Research AssociateJohn Kiernan - SVP and CFOOperatorGreetings, welcome to the Veeco fourth quarter and full year 2025 earnings call. At this time, all participants are in a listen-only mode. It's now my pleasure to introduce your host, Alex Delacroix, Head of Investor Relations. Thank yo ...

Financial Data and Key Metrics Changes - In Q4 2025, revenue was $543 million, an 18% increase year-over-year, driven by acquisitions [24] - Full-year revenue grew 52% compared to the previous year, with approximately 2% organic growth [25] - Adjusted EBITDA for the full year was $447 million, with a margin increase of approximately 530 basis points year-over-year [26] Business Line Data and Key Metrics Changes - Financial Services revenue for Q4 was $439 million, up 23% year-over-year, with full-year revenue at $2.3 billion, a 70% increase [28] - Benefits and Insurance (BNI) revenue for 2025 was $410 million, representing 2% growth year-over-year, primarily driven by employee benefits and payroll services [30] Market Data and Key Metrics Changes - The company noted a soft market condition in the first half of 2025, impacting revenue growth, but saw improving sentiment in the second half [6][22] - More than 70% of revenue is recurring, providing resilience across economic cycles [22] Company Strategy and Development Direction - The strategic focus for 2026 and beyond includes attracting top talent, enhancing brand visibility, and deepening industry specialization [9][12] - The company aims to leverage AI and automation to improve efficiency and client service, viewing AI as an extension of existing automation initiatives [15][17] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about improving market conditions and client sentiment heading into 2026, expecting increased project-based work [21][45] - The company anticipates organic revenue growth of 2%-5% for 2026, with a focus on maintaining strong client relationships and expanding service offerings [32][38] Other Important Information - The company repurchased approximately 2.4 million shares for $160 million in 2025 and plans to continue share repurchases [27] - Free cash flow for the full year increased to $176 million, with a conversion rate of approximately 40% from Adjusted EBITDA [28] Q&A Session Summary Question: Impact of soft market conditions on revenue growth - Management noted that soft market conditions in the first half of 2025 affected revenue, but sentiment improved later in the year, leading to increased advisory work [41][45] Question: Role of AI in the business - Management indicated that AI will augment existing services, making processes more efficient, but the trusted advisor role remains critical [46][51] Question: Pricing expectations for 2026 - Management confirmed that pricing is expected to remain in the mid-single-digit range for 2026, consistent with 2025 [56][60] Question: Performance of SEC capital markets - Management acknowledged that SEC capital markets work was softer in 2025 due to market conditions but expressed optimism for improvement in 2026 [65][67] Question: Growth expectations for different business segments - Management highlighted that core accounting and tax services are more stable, while advisory services are more susceptible to market conditions [75][76]

Maravai LifeSciences (NasdaqGS:MRVI) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsBernd Brust - CEOChanfeng Zhao - SVP and Chief Scientific OfficerDebra Hart - Head of Investor RelationsDoug Schenkel - Managing DirectorRajesh Asarpota - EVP and CFOConference Call ParticipantsJosh Heinen - Research AnalystJustin Bowers - Equity Research AnalystMatt Hewitt - Senior Research AnalystMatt Larew - Research AnalystMatt Stanton - VP and Equity Research AnalystMatthew Parisi - Research Ana ...

Taskus (NasdaqGS:TASK) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsAntonio Jaramillo - Equity Research Senior AssociateBalaji Sekar - CFOBryce Maddock - Co-Founder and CEOJonathan Lee - Managing Director of Equity ResearchPuneet Jain - Equity Research AssociateTrent Thrash - SVP of Corporate Development and Investor RelationsConference Call ParticipantsDavid Koning - Senior Research AnalystMaggie Nolan - Partner and Research Analyst of IT ServicesOperatorGood afternoon, welcome t ...

Snowflake (NYSE:SNOW) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsBrian Robins - CFOCatherine McCracken - Head of Investor RelationsChirag Ved - VPChristian Kleinerman - EVP of ProductKoji Ikeda - Director and Enterprise Software Equity ResearchMark Murphy - Managing DirectorSanjit Singh - Executive DirectorSridhar Ramaswamy - CEOConference Call ParticipantsAlex Zukin - Managing Director and Senior AnalystBrad Zelnick - Managing Director and Senior US Software Research AnalystBre ...

Everpure (NYSE:PSTG) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsAmit Daryanani - Senior Managing Director of Equity ResearchCharlie Giancarlo - Chairman and CEOMax Michaelis - Equity Research AssociatePaul Ziots - VP of Investor RelationsRob Lee - CTO and Growth OfficerTarek Robbiati - CFOConference Call ParticipantsAaron Rakers - Managing Director and Senior Equity AnalystAsiya Merchant - Director and Equity Research AnalystErik Woodring - Head of U.S. IT Hardware Research and ...

Nu (NYSE:NU) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsDavid Vélez - Founder, Chief Executive Officer, and ChairmanGuilherme Lago - Chief Financial OfficerGuilherme Souto - Investor Relations Officer and Director of Market IntelligenceConference Call ParticipantsEduardo Rosman - AnalystGustavo Schroden - Equity Research AnalystJorge Kuri - Equity Research AnalystMario Pierry - Managing Director and Senior Equity Research AnalystNeha Agarwala - Equity Research AnalystPedro Leduc ...