Veracyte (NasdaqGM:VCYT) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsJohn Leite - Global Chief Commercial OfficerKyle Mikson - Managing DirectorMarc Stapley - CEOPhillip Febbo - Chief Scientific Officer and Chief Medical OfficerRebecca Chambers - CFOShayla Gorman - Senior Director of Investor RelationsConference Call ParticipantsAndrew Brackmann - AnalystBill Bonello - Senior Research AnalystDoug Schenkel - Managing Director and Senior Research AnalystKeith Hinton - Senior Analys ...

Soleno Therapeutics (NasdaqCM:SLNO) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsAnish Bhatnagar - Chairman and CEOBrian Ritchie - Managing DirectorBrian Skorney - Managing Director of BiotechnologyJim Mackaness - CFOKhalil Fenina - Equity Research Associate of BiotechnologyMeredith Manning - Chief Commercial OfficerMoritz Reiterer - Biotechnology Equity Research AssociateShannon Duffy - Biotech Equity Research AssociateConference Call ParticipantsDerek Archila - Managing Director ...

Schrödinger (NasdaqGS:SDGR) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsConor MacKay - Equity Research AssociateJaren Madden - Chief Corporate Affairs Officer and Head of Investor RelationsKaren Akinsanya - President, Head of Therapeutics R&D, and Partnerships Chief Strategy OfficerRamy Farid - CEORichie Jain - CFONone - Company RepresentativeNone - Company RepresentativeNone - Company RepresentativeNone - Company RepresentativeConference Call ParticipantsBrendan Smith - Director ...

Financial Data and Key Metrics Changes - For Q4 2025, the company reported revenue of $225 million, representing a 23% year-over-year increase, and non-GAAP operating income of $25 million, up 47% year-over-year [9][12] - Full year revenue reached $837 million, a 22% increase compared to 2024, with non-GAAP operating income exceeding 100% year-over-year to $96 million [9][16] - Adjusted free cash flow for the trailing twelve months increased to $118 million, with a cash balance of $98 million at year-end [17] Business Line Data and Key Metrics Changes - Revenue from consumer verticals grew 27% to $737 million, while SMB vertical revenue decreased 9% to $100 million, primarily due to organic search headwinds [15] - Lending revenue surged 141% year-over-year, driven by a 264% increase in personal loans, alongside double-digit growth in mortgages and other loans [13] - Insurance revenues increased by 13% year-over-year, supported by strong demand from auto carriers [12] Market Data and Key Metrics Changes - The company faced headwinds as consumers shifted towards AI Overviews and LLMs, leading to declines in organic search [7] - Performance marketing and direct referral channels contributed significantly to revenue growth, offsetting declines in organic search [8] 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 [19] - The focus remains on building deeper relationships with consumers and SMBs while investing in performance marketing to drive growth [10][18] Management's Comments on Operating Environment and Future Outlook - Management anticipates continued growth in performance marketing, although organic search is expected to remain under pressure [10] - The outlook for the banking business is cautious due to potential declines in demand for high-yield savings accounts as interest rates decrease [14] Other Important Information - The company completed $51 million in share repurchases during Q4, reflecting confidence in long-term prospects [18] - Management emphasized the importance of compliance and regulatory considerations in leveraging AI for consumer engagement [38][40] Q&A Session Summary Question: Impact of LLM-based referral traffic - Management believes LLM referral traffic is incremental, with higher conversion rates compared to traditional searches [25] 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 [29][30] Question: Vertical integration strategy - Management is optimistic about vertical integration, aiming to create stickier consumer relationships through improved experiences [36] Question: Leveraging AI for product improvement - AI is being used to enhance internal operations and consumer-facing products, with a focus on compliance and auditability [46][47] Question: Traffic sources and performance marketing efficiencies - Performance marketing has been effective, with the brand's strength contributing to overall success and efficiencies being realized through cross-merchandising [56]

Zevia PBC (NYSE:ZVIA) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsAmy Taylor - President and CEOGirish Satya - CFO and Principal Accounting OfficerJean Fontana - Senior Managing DirectorConference Call ParticipantsAndrew Strelzik - Senior AnalystDara Mohsenian - Managing Director and Senior Equity AnalystEric DesLauriers - Senior Research AnalystJim Salera - Research AnalystSarang Vora - AnalystAmy TaylorGreetings. Welcome to the Zevia PBC fourth quarter and full year 2025 earnin ...

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 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 ...

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 ...

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 ...