Tenable (NasdaqGS:TENB) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Speaker4Greetings, and welcome to the Tenable fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce Erin Carney, Vice President, Investor R ...

PC Connection (NasdaqGS:CNXN) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Speaker2Good afternoon, and welcome to the fourth quarter 2025 Connection Earnings Conference Call. My name is Lisa, and I will be the coordinator for the call today. At this time, all participants are in a listen-only mode. Following the prepared remarks, there will be a question-and-answer session. As a reminder, this conference call is the property of Connection and may not be recorded or rebroadcast without specific permis ...

Crown Castle (NYSE:CCI) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Speaker2Good day, and welcome to the Crown Castle Quarter Four 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 zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on a touch-tone phone. To withdraw your question, please press st ...

Cerence (NasdaqGS:CRNC) Q1 2026 Earnings call February 04, 2026 04:30 PM ET Speaker4Good day, and thank you for standing by. Welcome to the Cerence First Quarter 2026 earnings call. At this time, all participants are in listen-only mode. After the speaker's presentation, we'll open up for questions. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star 11 again ...

Financial Data and Key Metrics Changes - Revenue for Q2 fiscal 2026 was a record $1.69 billion, up 7% sequentially and 17% year-over-year, driven by growth in AI data center and communications demand [22] - On a pro forma basis, excluding revenue from the divested aerospace and defense business, Q2 revenue increased 9% sequentially and 22% year-over-year [22] - Non-GAAP gross margin was 39%, a 24 basis point improvement sequentially and a 77 basis point improvement year-over-year [22][23] - Non-GAAP EPS was $1.29, compared to $1.16 in the prior quarter and $0.95 in the year-ago quarter, reflecting an 11% sequential and 35% year-over-year growth [25] Business Segment Data and Key Metrics Changes - In the data center and communication segment, which accounts for over 70% of revenue, Q2 revenue grew by 11% sequentially and 34% year-over-year [9] - Data center revenue grew 14% sequentially and 36% year-over-year, driven by strong execution and demand for 800G and 1.6T transceivers [9][10] - The industrial segment saw revenue grow 4% sequentially but was flat year-over-year on a pro forma basis, with expectations for improving demand in the future [18] Market Data and Key Metrics Changes - The company reported a book-to-bill ratio exceeding 4x in the data center business, indicating strong demand and visibility for future orders [10][32] - Strong demand signals were noted for both 800G and 1.6T transceivers, with expectations for significant growth in calendar 2026 [11][45] - The communications market saw Q2 revenue grow 9% sequentially and 44% year-over-year, driven by data center interconnect and traditional telecom applications [16] Company Strategy and Development Direction - The company is focused on expanding production capacity, particularly in indium phosphide, with plans to double capacity by the end of the calendar year [12][34] - Strategic initiatives include portfolio optimization, with the recent sale of a product division expected to be accretive to gross margin and EPS [20][26] - The company aims to drive meaningful operating leverage and expects EPS growth to outpace revenue growth [6][7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustained strong revenue growth due to exceptional demand from customers and rapid expansion of production capacity [5][6] - The outlook for fiscal 2027 is expected to exceed the growth rate of fiscal 2026, driven by new product ramps and ongoing demand in the industrial business [6][18] - Management highlighted the importance of long-term supply agreements and detailed forecasts from customers, enhancing visibility for future growth [32][33] Other Important Information - The company is investing in expanding production capacity in multiple locations, including Malaysia and Vietnam, to meet growing demand [14] - The ramp of six-inch indium phosphide production is expected to significantly enhance revenue growth and margin expansion [12][13] - The company is also focused on developing new technologies and products, including CPO and OCS solutions, which are anticipated to contribute to long-term growth [14][15] Q&A Session Summary Question: Demand visibility and capacity ramp for Indium Phosphide - Management characterized demand visibility as extraordinary, with bookings extending into calendar 2027 and long-term forecasts from customers going out to 2028 [32] - The ramp of six-inch indium phosphide capacity is ahead of schedule, with 80% of the target capacity already achieved [34] Question: OCS backlog and revenue impact - Demand for OCS is strong, with expectations for revenue growth throughout the calendar year and contributions to revenue next year [38][39] Question: 1.6 terabit growth and competitive landscape - Both 800G and 1.6T are expected to grow, with 1.6T ramping significantly in the second half of the year [44][45] Question: Indium phosphide capacity and industry supply-demand balance - Management does not foresee supply-demand balance in the indium phosphide market this calendar year or next, indicating a sustained period of imbalance [65] Question: Pricing and gross margins - The company is experiencing higher input costs but expects internal indium phosphide production to offset these costs, leading to a positive net effect on gross margins [69][70]

A10 Networks (NYSE:ATEN) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Speaker7Welcome to A10 Networks' fourth quarter and full year 2025 financial results conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. I will now turn the conference over to your host, Tom Baumann. Sir, you may begin.Speaker8Thank you, and thank you all for joining us today. This call is being recorded and webcast live and may be accessed fo ...

Align Technology (NasdaqGS:ALGN) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Speaker2Greetings. Welcome to the Align Fourth Quarter and Full Year 2025 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. Please note this conference is being recorded. I will now turn the conference over to your host, Shirley Stacy, with Align Technology. You may begin.Speaker3Good afternoon, and thank you for joining us. I'm Shirle ...

ASGN (NYSE:ASGN) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Speaker6Greetings, and welcome to the ASGN Incorporated fourth quarter and full year 2025 earnings call. At this time, all participants are on a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. It is now my pleasure to introduce your host, Kimberly Eskin of Investor Relations. Thank you. You may begin.Speaker2G ...

Financial Data and Key Metrics Changes - TTM Technologies achieved sales of $774.3 million in Q4 2025, a 19% year-over-year increase from $651 million in Q4 2024, driven by strong demand in various end markets [14][8] - Non-GAAP EPS reached $0.70 per diluted share, marking an all-time quarterly record high for the company [20][8] - Adjusted EBITDA margin improved to 16.3% in Q4 2025 from 14.7% in the prior year, reflecting better operational execution [20][8] - For the full year 2025, net sales were $2.9 billion, up from $2.4 billion in 2024, also a 19% increase [14][15] Business Line Data and Key Metrics Changes - The aerospace and defense end market represented 41% of Q4 2025 sales, growing 5% year-over-year for the quarter and 13% for the full year [9][10] - Data center computing sales grew 57% year-over-year in Q4 2025, representing 20% of total sales, while networking sales increased 23% year-over-year, accounting for 8% of total sales [10][11] - The medical, industrial, and instrumentation end market saw a 28% year-over-year growth in Q4 2025, representing 14% of total sales [11][12] - Automotive sales represented 9% of Q4 2025 sales, with a focus on higher-value products expected to decrease to 8% in Q1 2026 [12][11] Market Data and Key Metrics Changes - The overall book-to-bill ratio was 1.35 for Q4 2025, with the aerospace and defense segment at 1.46, indicating strong demand and order visibility [12][10] - The 90-day backlog increased to $654.9 million at the end of 2025, up from $502.1 million a year ago [12][10] Company Strategy and Development Direction - The company is focused on Advanced Interconnect technologies and aims to move up the value chain into complex modules and subsystems [4][5] - TTM anticipates healthy growth driven by participation in key megatrends such as Artificial Intelligence and defense, with 80% of net sales related to these areas [5][6] - The company plans to grow revenues by 15%-20% annually over the next three years and aims to double earnings from 2025 to 2027 [6][5] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to meet growth targets, citing strong demand in data center computing and networking due to AI applications [6][5] - The company is well-positioned to support growth across end markets and is investing in capacity expansion [6][5] - Management noted that the operating environment remains favorable, with ongoing demand in aerospace and defense and increased automation in medical and industrial markets [7][5] Other Important Information - The company expects Q1 2026 net sales to be in the range of $770 million to $810 million, with non-GAAP earnings projected between $0.64 and $0.70 per diluted share [21][22] - Capital expenditures for 2026 are expected to be in the range of $240 million to $260 million, with additional investments planned for data center capacity in China [44][45] Q&A Session Summary Question: Capacity addition in China and Syracuse - Management confirmed good progress in extending capacity in both China and the U.S., with no issues anticipated in supply chain or equipment [25][26] Question: Gross margin headwinds from Penang - Management indicated a headwind of about 180 basis points from Penang in Q4, with expectations for improvement throughout the year [28][29] Question: Update on Eau Claire facility - Management stated that Eau Claire is the largest PCB site in the U.S. and will take 18-24 months to generate revenue as it is equipped [34][35] Question: Impact of volatile copper prices - Management does not expect significant impacts from copper price volatility, as pricing adjustments can be passed through to customers [56][56]

LifeVantage (NasdaqCM:LFVN) Q2 2026 Earnings call February 04, 2026 04:30 PM ET Speaker2Good day, ladies and gentlemen, and thank you for standing by. Welcome to today's conference call to discuss LifeVantage's second quarter of fiscal 2026 results. At this time, all participants are in a listen-only mode. Following the formal remarks, we will conduct a question-and-answer session. Instructions will be provided at that time for you to queue up. Hosting today's conference call will be Reed Anderson with ICR. ...