Kulicke and Soffa Industries (NasdaqGS:KLIC) Q1 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsJoseph Elgindy - Senior Director of Investor Relations, and Strategic PlanningLester Wong - Interim CEO and CFOConference Call ParticipantsCharles Shi - Managing Director, and Senior AnalystCraig Ellis - Senior Managing Director, Director of Research, and Senior Semiconductor and Capital Equipment AnalystDave Duley - Managing Principal, and Senior Equity AnalystKrish Sankar - Managing Directo ...

Lesaka Technologies (NasdaqGS:LSAK) Q2 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsAli Mazanderani - Executive ChairmanDan Smith - CFOLincoln Mali - CEOTheodore O'Neill - Chief Executive OfficerNone - Video NarratorConference Call ParticipantsRoss Krige - Equity Research AnalystOperatorWelcome to Lesaka Technologies' Results Webcast for the second quarter of fiscal 2026. As a reminder, this webcast is being recorded. Management will address any questions you have at the end of the p ...

Bristol-Myers Squibb Company (NYSE:BMY) Q4 2025 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsAdam Lenkowsky - Executive Vice President and Chief Commercial OfficerAsad Haider - Managing DirectorChris Boerner - Board Chair and CEOChris Schott - Managing DirectorChuck Triano - Senior Vice President and Head of Investor RelationsCristian Massacesi - Executive Vice President, Chief Medical Officer, and Head of DevelopmentDavid Elkins - EVP and CFODavid Risinger - Senior Managing DirectorGeoff ...

Aflac (NYSE:AFL) Q4 2025 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsAlex Scott - CFABradley Dyslin - Global Chief Investment Officer and President, Aflac Global InvestmentsDaniel Amos - Chairman and CEODavid Young - Head of Investor RelationsJack Matten - CFAKoichiro Yoshizumi - Head of Marketing and Sales DivisionMax Brodén - CFOVirgil Miller - PresidentNone - TranslatorConference Call ParticipantsJoel Hurwitz - AnalystJohn Barnidge - Managing Director and Senior Research AnalystSuneet ...

Lightspeed Commerce (NYSE:LSPD) Q3 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsAndrew Harte - DirectorAsha Bakshani - CFODan Perlin - Managing DirectorDax Dasilva - Founder and CEODominic Ball - VP of Equity ResearchGus Papageorgiou - Head of Investor RelationsKoji Ikeda - Director of Enterprise Software Equity ResearchMartin Toner - Managing Director of Institutional Research, Growth, and InnovationRaimo Lenschow - Managing DirectorThanos Moschopoulos - Managing Director of Equity ...

Lightspeed Commerce (NYSE:LSPD) Q3 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsAndrew Harte - DirectorAsha Bakshani - CFODan Perlin - Managing DirectorDax Dasilva - Founder and CEODominic Ball - VP of Equity ResearchGus Papageorgiou - Head of Investor RelationsKoji Ikeda - Director of Enterprise Software Equity ResearchMartin Toner - Managing Director of Institutional Research, Growth, and InnovationRaimo Lenschow - Managing DirectorThanos Moschopoulos - Managing Director of Equity ...

Financial Data and Key Metrics Changes - In Q4 2025, total revenue was approximately $12.5 billion, flat year-over-year, while the growth portfolio revenue increased by 15% to $7.4 billion, representing nearly 60% of total revenue [14][15] - For the full year, the growth portfolio grew 17%, offsetting a decline of roughly $4 billion in revenue from the legacy portfolio [6][7] - Adjusted diluted earnings per share for Q4 were $1.26, and for the full year, it was $6.15, both including a net charge related to in-process R&D and licensing income [20] Business Line Data and Key Metrics Changes - Opdivo revenue grew 7% to nearly $2.7 billion in Q4, driven by new indications and share growth in first-line non-small cell lung cancer [15] - Reblozyl achieved 21% growth, reflecting solid uptake across MDS-associated anemia patients [16] - Breyanzi's revenue increased by 47% in Q4, driven by strong demand across its approved indications [16] - Eliquis revenue was nearly $3.5 billion in Q4, up 6%, supported by demand growth and market share gains [16] Market Data and Key Metrics Changes - The U.S. market for Eliquis saw a 4% revenue increase, contributing to its overall growth [16] - Camzyos revenue grew 57% to $353 million in Q4, benefiting from global demand growth [17] - Sotyktu's global revenue grew 3%, with upcoming PDUFA dates for psoriatic arthritis and phase III readouts for lupus and Sjögren's disease [17] Company Strategy and Development Direction - The company aims to deliver industry-leading sustainable growth into the 2030s, focusing on executing its growth strategy and advancing its pipeline [11][23] - A multi-year plan is in place to rewire the company for long-term growth, with expectations to introduce over 10 new medicines and 30 meaningful launch opportunities by 2030 [9][10] - The company is expanding the use of AI to enhance operational efficiency and reinvest strategically in growth [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth portfolio's ability to drive revenue despite anticipated declines in the legacy portfolio due to ongoing LOE impacts [12] - The company expects 2026 revenue in the range of $46-$47.5 billion, with a projected decline of 12%-16% in the legacy portfolio [12][21] - Management highlighted the importance of maintaining a strong say-to-do ratio and delivering on commitments as part of the company culture [11] Other Important Information - The company completed a targeted $10 billion debt paydown ahead of schedule and generated strong cash flow from operations of approximately $2 billion in Q4 [20] - The effective tax rate for Q4 was 22.1%, reflecting a one-time non-tax deductible in-process R&D charge related to the Orbital acquisition [19] Q&A Session Summary Question: Insights on pivotal catalysts for 2026 - Management highlighted the potential for over 10 phase III data readouts this year, with a focus on products like Milvexian and Admilparant [25][28] Question: Eliquis dynamics for 2026 - Eliquis is expected to grow 10%-15% in 2026, driven by market share gains and pricing strategy adjustments [39] Question: Business development priorities - The company is focused on deepening its presence in existing therapeutic areas while remaining opportunistic for new opportunities [37] Question: Milvexian AFib study updates - The study is progressing well, with a focus on demonstrating non-inferiority to Eliquis and potential benefits in bleeding risks [46] Question: Admilparant's hypotension risk - Management indicated that the hypotension risk is being well managed in the phase three studies, with a focus on higher dosing [89]

Lesaka Technologies (NasdaqGS:LSAK) Q2 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsAli Mazanderani - Executive ChairmanDan Smith - CFOLincoln Mali - CEOTheodore O'Neill - Chief Executive OfficerNone - Video NarratorConference Call ParticipantsRoss Krige - Equity Research AnalystOperatorWelcome to Lesaka Technologies' Results Webcast for the Second Quarter of Fiscal 2026. As a reminder, this webcast is being recorded. Management will address any questions you have at the end of the p ...

Itaú Unibanco (NYSE:ITUB) Q4 2025 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsGustavo Rodrigues - Head of Investor RelationsMilton Maluhy Filho - CEONone - TranslatorGustavo RodriguesHello! Good morning, everyone. My name is Gustavo, and it is a pleasure to have you joining us for our fourth quarter 2025 earnings video conference. As always, Milton will walk you through our performance, and afterwards, we will have our traditional Q&A session, in which analysts and investors will be able ...

Aflac (NYSE:AFL) Q4 2025 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsAlex Scott - CFABradley Dyslin - Global Chief Investment Officer and President, Aflac Global InvestmentsDaniel Amos - Chairman and CEODavid Young - Head of Investor RelationsJack Matten - CFAKoichiro Yoshizumi - Head of Marketing and Sales DivisionMax Brodén - CFOVirgil Miller - PresidentNone - TranslatorConference Call ParticipantsJoel Hurwitz - AnalystJohn Barnidge - Managing Director and Senior Research AnalystSuneet ...