Hamilton Beach Brands Company (NYSE:HBB) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsAdam Bradley - Founder, CIO, and CEO of Private EquityBrendan Frey - PartnerSally Cunningham - Senior VP, CFO, and TreasurerScott Tidey - President and CEOConference Call ParticipantsGowshi Sri - Equity AnalystOperatorThank you for standing by. At this time, I would like to welcome everyone to Hamilton Beach Brands' 2025 fourth quarter and full year earnings conference call. All lines have been p ...

Nutanix (NasdaqGS:NTNX) Q2 2026 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsRajiv Ramaswami - CEORich Valera - VP of Investor RelationsRukmini Sivaraman - CFOConference Call ParticipantsBen Bollin - Partner and Senior Equity Research AnalystBrandon Nispel - Director and Equity Research AnalystDan Bergstrom - Equity AnalystJames Fish - Managing Director and Senior Research AnalystMatthew Martino - VP and Software Equity Research AnalystMike Cikos - VP and Senior Equity Research AnalystNeh ...

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 AssociateRam Selvaraju - Managing Director of Healthcare Equity ResearchShannon Duffy - Biotech Equity Research Associa ...

Outfront Media (NYSE:OUT) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Speaker6Good afternoon. Thank you for attending today's OUTFRONT Media fourth quarter 2025 earnings call.Speaker9Hey, Wendy, can you roll that?Speaker6My name is Micaiah, and I will be the moderator during today's call. All lines will be muted during the presentation portion of the call with an opportunity for your questions and answers at the end. At this time, I'd like to pass the call over to our host, Stephan Bisson, with OUTF ...

MiMedx Group (NasdaqCM:MDXG) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Speaker7Good afternoon, and thank you for standing by. Welcome to the MiMedx fourth quarter and full year 2025 operating and financial results conference call. At this time, all participants are in listen-only mode. The question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Mr. Matt Notarianni, Head of Investor ...

IMAX (NYSE:IMAX) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Speaker9Good day. Thank you for standing by. Welcome to IMAX's fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you'll need to press star one one on your telephone. You will hear an automated message advising your hand is raised. To withdraw your question, please press sta ...

IonQ (NYSE:IONQ) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Speaker7Welcome to the IonQ 4th quarter 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then 1 on a touch-tone phone. To withdraw your question, please press star, then 2. Please note this event ...

Financial Data and Key Metrics Changes - The company reported quarterly revenue of $723 million, exceeding the guidance range of $705 million to $715 million [5][14] - Annual Recurring Revenue (ARR) grew 16% year-over-year to $2.36 billion [5][14] - Non-GAAP gross margin was 88.6%, and non-GAAP operating margin was 26.2%, higher than the guided range of 20.5% to 21.5% [16][19] - Free cash flow for the quarter was $191 million, representing a free cash flow margin of 26% [17][19] Business Line Data and Key Metrics Changes - The company added over 1,000 new customers, marking the strongest quarterly new logo additions in eight years [5][14] - The average contract duration remained consistent at 3.1 years [16] - The net dollar-based retention rate (NRR) at the end of Q2 was 107% [14] Market Data and Key Metrics Changes - The company faced supply chain challenges, particularly with CPU and memory shortages, which began to impact operations more significantly in the latter half of Q2 [6][15] - The company noted that longer lead times for servers would affect near-term revenue and free cash flow [8][20] Company Strategy and Development Direction - The company announced a strategic partnership with AMD, focusing on developing a Nutanix-powered Agentic AI platform, with AMD investing $150 million in Nutanix common stock and funding up to $100 million for R&D [4][5] - The company aims to leverage AI as a significant long-term growth opportunity, providing a platform for enterprise applications [5][13] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the dynamic environment and the impact of supply chain challenges on revenue timing, but emphasized strong business fundamentals [9][19] - The company expects bookings growth for the full fiscal year to exceed prior expectations, despite delays in revenue recognition due to supply chain issues [19][20] Other Important Information - The company repurchased $333 million worth of common stock under its existing share repurchase authorization [17][19] - The updated guidance for fiscal year 2026 includes revenue of $2.8 billion to $2.84 billion and free cash flow of $745 million to $775 million [19][20] Q&A Session Summary Question: VMware Replacement Opportunity - Management indicated that the opportunity for VMware replacements remains strong, with continued customer additions and high hypervisor adoption [24][25] Question: Confidence in Q4 Upsell - Management expressed confidence in Q4 due to traditional strong performance in that quarter and growth in remaining performance obligations (RPO) [27][28] Question: RPO and Off-Balance Sheet Bookings - Management clarified that the growth in RPO was influenced by the exclusion of cancelable backlog, which remains a small portion of total RPO [33][34] Question: AMD Partnership Revenue Opportunity - The partnership with AMD aims to enhance the Nutanix software stack on AMD hardware, with revenue expected to start materializing in FY27 [80][82] Question: Supply Constraints Impact - Management noted that both CPU and memory shortages are significant challenges, with an unclear timeline for resolution [84][86]

Soleno Therapeutics (NasdaqCM:SLNO) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Speaker1Good afternoon, thank you for standing by. Welcome to Soleno Therapeutics' fourth quarter and full year 2025 financial and operating results conference call and webcast. Currently, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. As a reminder, today's webcast is being recorded. I would now like to introduce Brian Ritchie of LifeSci Advisors. ...

Arcus Biosciences (NYSE:RCUS) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Speaker1Welcome everyone. The Arcus Biosciences full year and fourth quarter 2025 earnings and results call will begin shortly. In the meantime, if you would like to pre-register to ask a question, please press Star followed by one on your telephone keypad. If you change your mind, please press Star followed by two. Hello everyone, thank you for joining the Arcus Biosciences full year and fourth quarter 2025 earnings and finan ...