Mirum Pharmaceuticals (NasdaqGM:MIRM) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsAndrew McKibben - SVP of Strategic Finance and Investor RelationsCharles Wallace - Managing DirectorChris Peetz - CEOEric Bjerkholt - CFOJames Condulis - VP of Biotechnology Equity ResearchJoanne Quan - Chief Medical OfficerJoe Kim - Assistant VPJonathan Wolleben - Managing DirectorJoseph Thome - Managing DirectorRyan Deschner - Director of Equity ResearchConference Call ParticipantsBrian Skorney - ...

Revolution Medicines (NasdaqGS:RVMD) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsAlan Sandler - Chief Development OfficerAnthony Mancini - Chief Global Commercialization OfficerAsthika Goonewardene - Managing Director, Equity ResearchJack Anders - CFOMark A. Goldsmith - Chairman and CEOPoorna Kannan - Biotech Equity Research AssociateRyan Aase - Senior Vice President of Corporate AffairsSteve Kelsey - President, Research and DevelopmentWei Lin - Chief Medical OfficerConference Ca ...

agilon health (NYSE:AGL) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsCraig Jones - VPEvan Smith - SVP of Investor RelationsJailendra Singh - Managing DirectorJeff Schwaneke - EVP and CFOMatthew Wagner - Managing Director of Healthcare Investment BankingRon Williams - Executive ChairmanConference Call ParticipantsJack Slevin - VP and Equity Research AnalystJustin Lake - AnalystMichael Ha - Senior Research AnalystRyan Langston - Director and Senior Analyst of Healthcare ResearchSte ...

agilon health (NYSE:AGL) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsCraig Jones - VPEvan Smith - SVP of Investor RelationsJailendra Singh - Managing DirectorJeff Schwaneke - EVP and CFOMatthew Wagner - Managing Director of Healthcare Investment BankingRon Williams - Executive ChairmanConference Call ParticipantsJack Slevin - VP and Equity Research AnalystJustin Lake - AnalystMichael Ha - Senior Research AnalystRyan Langston - Director and Senior Analyst of Healthcare ResearchSte ...

Ibotta (NYSE:IBTA) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsAndrew Marok - VP and Equity ResearchBryan Leach - Founder and CEOJames Michael and Sherman Lewis - Company RepresentativeMatt Puckett - VP and CFOConference Call ParticipantsAlexander Vizgaitis - AnalystAndrew Boone - Equity Research AnalystAustin Satter - AnalystBernie McTernan - Senior Research AnalystKen Gawrelski - Senior Equity AnalystNitin Bansal - Senior Equity Research AnalystStephen Ju - Managing Director an ...

MiMedx Group (NasdaqCM:MDXG) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsDoug Rice - CFOJoe Capper - CEOMatt Notarianni - Head of Investor RelationsConference Call ParticipantsBradley Bowers - AnalystChase Knickerbocker - Senior Research AnalystDavid Turcotte - Equity Research AnalystFrank Takkinen - Senior Research AnalystOperatorGood afternoon, and thank you for standing by. Welcome to the MiMedx fourth quarter and full year 2025 operating and financial results conference call. ...

Financial Data and Key Metrics Changes - The company reported fourth-quarter revenue of $225 million, representing a 23% year-over-year increase, and full-year revenue of $837 million, up 22% year-over-year [4][5][8] - Non-GAAP operating income for Q4 was $25 million, a 47% increase year-over-year, while full-year non-GAAP operating income reached $96 million, more than doubling from the previous year [4][9][10] - Adjusted free cash flow for the trailing twelve months increased to $118 million, with a cash balance of $98 million at year-end [7][10] Business Line Data and Key Metrics Changes - Revenue from consumer verticals grew 27% to $737 million, driven by personal loans, banking, and insurance, while SMB vertical revenue decreased 9% to $100 million due to organic search headwinds [8][9] - Lending revenue surged 141% year-over-year, with personal loans growing by 264% [8] - Insurance revenues increased by 13% year-over-year, supported by strong demand from auto carriers [7] Market Data and Key Metrics Changes - The company faced headwinds as consumers shifted towards AI Overviews and LLMs, leading to declines in organic search [4] - Performance marketing revenue growth offset declines in organic search, indicating a shift in consumer behavior [4][6] Company Strategy and Development Direction - The company plans to simplify revenue reporting from five categories to two: consumer and SMB, to better reflect consumer engagement across multiple product categories [11] - The focus remains on building deeper relationships with consumers and SMBs while investing in performance marketing [6][11] - The company is cautious about the banking business outlook due to potential declines in demand for high-yield savings accounts as interest rates drop [8] Management's Comments on Operating Environment and Future Outlook - Management acknowledged ongoing challenges in organic search but expressed confidence in performance marketing driving future growth [6][12] - The company expects first-quarter revenue to be in the range of $224 million to $232 million, reflecting a 9% year-over-year increase at the midpoint [11][12] - Management highlighted the importance of compliance and institutional buy-in in leveraging AI and LLMs for financial services [26][32] Other Important Information - The company completed $51 million in share repurchases during Q4, reflecting confidence in long-term prospects [10] - Management emphasized the need for a disciplined capital allocation strategy, including opportunistic share repurchases and potential acquisitions [10] Q&A Session Summary Question: Impact of LLM-based referral traffic - Management noted that LLM referral traffic appears to be incremental, with higher conversion rates compared to traditional searches [15] Question: SEO headwinds and profitability outlook - Management indicated that while organic revenue is declining, performance marketing revenue is offsetting this decline, focusing on adding non-GAAP operating income dollars rather than margin percentage [18] Question: Vertical integration strategy - Management discussed the importance of pairing brand reach with improved consumer experiences and the potential for vertical integration to enhance relationships with consumers [24] Question: Leveraging AI for product improvement - Management highlighted the broad use of AI to enhance internal operations and consumer-facing products, while ensuring compliance and auditability [32] Question: Traffic sources and performance marketing efficiencies - Management stated that performance marketing has been effective, leveraging brand strength and data infrastructure to drive improvements across various channels [39]

Urban Outfitters (NasdaqGS:URBN) Q4 2026 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsDana Telsey - CEO and CROFrank Conforti - Co-President and COOJanet Kloppenburg - PresidentMarni Shapiro - Managing PartnerMelanie Marein-Efron - CFOOona McCullough - Executive Director of Investor RelationsPaul Lejuez - Managing Director and Head of Consumer Discretionary ResearchRichard Hayne - CEO and Chairman of the Board of DirectorsTricia Smith - Global CEOConference Call ParticipantsAdrienne Yih - ...

ADMA Biologics (NasdaqGM:ADMA) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsAdam Grossman - President and CEOAnthony Petrone - MD and Equity ResearchBrad Tade - CFO and TreasurerKaitlin Kestenbaum - COO and SVP ComplianceRick Miller - MDTerry-Ann Kohler - CFO and TreasurerNone - Company RepresentativeOperatorGood afternoon. Welcome to the ADMA Biologics full year 2025 financial results and business update conference call on Wednesday, February 25, 2026. At this time, all participa ...

Mirum Pharmaceuticals (NasdaqGM:MIRM) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsAndrew McKibben - SVP of Strategic Finance and Investor RelationsCharles Wallace - Managing DirectorChris Peetz - CEOEric Bjerkholt - CFOJames Condulis - VP of Biotechnology Equity ResearchJoanne Quan - Chief Medical OfficerJoe Kim - Assistant VPJon Wolleben - Managing DirectorJoseph Thome - Managing DirectorRyan Deschner - Director of Equity ResearchConference Call ParticipantsBrian Skorney - Senio ...