Aviat Networks (NasdaqGS:AVNW) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Speaker2Good afternoon. Welcome to Aviat Networks' second quarter fiscal 2026 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, Mr. Andrew Frederiksen, Vice President of Corporate Finance. Thank you. You may begin.Speaker0Thank you, and welco ...

Super Micro Computer (NasdaqGS:SMCI) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Speaker10Thank you for standing by. My name is Matt, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Super Micro Computer, Inc. Q2 fiscal year 26 financial results call. With us today are Charles Liang, Founder, President, and Chief Executive Officer, David Weigand, CFO, and Michael Sager, Senior Vice President of Corporate Development. All lines have been placed on mute ...

Cirrus Logic (NasdaqGS:CRUS) Q3 2026 Earnings call February 03, 2026 05:00 PM ET Speaker5Ladies and gentlemen, thank you for standing by. Welcome to the Cirrus Logic third quarter fiscal year 2026 financial results Q&A session. At this time, all participants are in a listen-only mode. After a brief statement, we will open up the call for questions from analysts. Instructions for queuing up will be provided at that time. As a reminder, this conference call is being recorded for replay purposes. I would now l ...

NGL Energy Partners (NYSE:NGL) Q3 2026 Earnings call February 03, 2026 05:00 PM ET Speaker5Greetings. Welcome to NGL Energy Partners 3Q26 earnings 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 during the conference, please press star zero on your telephone keypad. Please note this conference is being recorded. I will now turn the conference over to your host, Brad Cooper, CFO at ...

eGain (NasdaqCM:EGAN) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Speaker5Good day, and welcome to the eGain Fiscal 2026 second quarter financial results 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 your telephone keypad. To withdraw your question, ple ...

Carlisle Companies (NYSE:CSL) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Speaker7Good afternoon. My name is Joelle, and I will be your conference call operator today. At this time, I would like to welcome everyone to the Carlisle Companies' fourth quarter 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, we will conduct a question-and-answer session. I would like to turn the call over to Mr. Mehul Patel, Carlisle Vice Pre ...

Benchmark Electronics (NYSE:BHE) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Speaker6Good afternoon, ladies and gentlemen, and welcome to the Benchmark Q4 and fiscal year 2025 earnings call and webcast. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press star zero for the operator. This call is being recorded on February 3, 2025, and I would now like ...

8x8 (NasdaqGS:EGHT) Q3 2026 Earnings call February 03, 2026 05:00 PM ET Speaker3Good day, everyone, and welcome to 8x8 Inc.'s third quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To participate, you will need to press star one one on your telephone. You will then hear a message advising your hand is raised. To withdraw your question, simply press star one one again. Please note, t ...

Financial Data and Key Metrics Changes - The company reported total revenues of $239.7 million for Q2 2026, a 14.7% increase compared to $209 million in Q2 2025 [20] - Adjusted EBITDA for the quarter was $22.2 million, significantly up from $5.9 million in Q2 2025, achieving an adjusted EBITDA margin of 9.2% [26][27] - Net income for the quarter was $11.8 million, compared to a net loss of $13.5 million in Q2 2025 [26] Business Line Data and Key Metrics Changes - The company served approximately 8,010 participants across 20 centers, reflecting a 7.1% growth year-over-year [19] - Member months increased to 23,960, a 7.9% rise compared to Q2 2025 [19] - The central level contribution margin was $52.8 million, up from $37.1 million in Q2 2025, representing a margin of 22% [24] Market Data and Key Metrics Changes - The company experienced a favorable blended rate environment for Medicaid this fiscal year, which was better than initial assumptions [10] - The increase in capitation rates was primarily due to annual increases in Medicaid and Medicare rates, partially offset by revenue reserves [20] Company Strategy and Development Direction - The company is focused on strengthening revenue integrity, particularly around Medicaid eligibility and redeterminations, which has shown positive results [8] - There is a commitment to improving participant experience through systematic feedback and service recovery initiatives [12] - The governance structure has evolved to support operational and clinical improvements, with key leadership changes to enhance oversight [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the operational improvements and raised full-year fiscal 2026 guidance, expecting total revenue between $925 million and $950 million [17][30] - The company acknowledged the inherent variability in a full-risk, highly regulated model but emphasized that the platform is increasingly operating as designed [17] Other Important Information - The company ended the quarter with $83.2 million in cash and cash equivalents and $42.8 million in short-term investments [28] - Positive cash flow from operations was recorded at $21.4 million for the quarter [28] Q&A Session Summary Question: Can you walk through some of the variables going into margin expectations for the back half of the year? - Management noted that Q3 is typically a softer quarter due to slower enrollment gains and the impact of flu season [34] Question: How is the shift in V28 impacting risk scores and subsequent RAF scoring? - Management indicated that while there are challenges, the unique elements of the PACE model, such as the frailty adjuster, provide some protection against the impacts of V28 [40] Question: Where are you seeing success in Medicaid redeterminations? - Management highlighted improvements in internal processes and collaboration with state-level processes as key factors in reinstating Medicaid coverage for participants [44][47] Question: What specific areas within the patient journey could be most impactful for participant experience? - Management emphasized the importance of aligning participant expectations with their experiences, particularly during onboarding and service recovery [54][56]

Digital Turbine (NasdaqCM:APPS) Q3 2026 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsBill Stone - CEOBrian Bartholomew - SVP of Capital MarketsSteve Lasher - CFOConference Call ParticipantsAnthony Stoss - Senior Research AnalystArthur Ong - AnalystOperatorGood afternoon, everyone, and welcome to the Digital Turbine Fiscal 2026 third quarter earnings conference call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressin ...