Lifestance Health Group (NasdaqGS:LFST) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker8Good morning, and thank you for standing by. My name is Tina, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the LifeStance Health Fourth Quarter 2025 earnings call. At this time, all lines are in a listen-only mode to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. Please limit questions to one and one follow-u ...

Bloomin' Brands (NasdaqGS:BLMN) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker11Greetings, welcome to the Bloomin' Brands, Inc. fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow management's prepared remarks. Please note, this event is being recorded. It is now my pleasure to introduce your host, Tara Kurian, Senior Vice President, Investor Relations, FP&A and International. Thank you. Ms. Kuri ...

Oddity Tech (NasdaqGM:ODD) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker7Good morning, welcome to ODDITY's fourth quarter 2025 earnings conference call. Today's call is being recorded, and we have allocated time for prepared remarks and Q&A. At this time, I'd like to turn the conference over to Maria Liakouras, Investor Relations for ODDITY. Thank you. You may begin.Speaker6Thank you, operator. I'm joined by Oran Holtzman, ODDITY's Co-founder and CEO, and Lindsay Drucker Mann, ODDITY's Global ...

Financial Data and Key Metrics Changes - In 2025, ex-TAC Gross Profit reached $714 million, up 7% year-over-year, and Adjusted EBITDA grew 7% to $260 million [5][18] - Free cash flow generated was $163 million, up 10% year-over-year, representing approximately 76% conversion from Adjusted EBITDA [6][20] - Revenues in Q4 grew 6% to $522.3 million, and for the full year, increased 8% to $1.91 billion [15][18] Business Line Data and Key Metrics Changes - Scaled advertisers grew 6% in 2025, with an average revenue per scaled advertiser up 2% [6][16] - In Q4, there was a 3% increase in the number of scaled advertisers and a 2% increase in average revenue per scaled advertiser [16] - Personal finance revenue generated in 2025 was $120 million within a $15 billion U.S. market, capturing only 1%-10% of advertisers' total spend [9][12] Market Data and Key Metrics Changes - The company reported strong growth in the rest of the world, with revenue from this segment growing about 10% in Q4, indicating faster growth compared to the U.S. market [86] - The exposure to search traffic remains in the single digits, with about 1/3 of supply coming from in-app usage [12] Company Strategy and Development Direction - The company is focused on three priorities: investing in technology to advance the Realize platform, restructuring the sales organization around ideal customer profiles, and enhancing brand perception [7][9] - The strategy aims to position Taboola as a leading performance advertising company outside of search and social, leveraging proprietary data and distribution [11][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving double-digit growth in the long term, with 2025 performance indicating progress in the right direction [6][13] - The company anticipates continued investment in technology and brand perception to attract new advertisers and deepen existing relationships [9][10] Other Important Information - The company repurchased 77 million shares for a total of $254 million in 2025, reducing the share count by roughly 18% [4][22] - The company ended the fourth quarter with a net cash balance of $18.6 million and cash and cash equivalents totaling $120.9 million [21] Q&A Session Summary Question: Variance in revenues versus guidance - Management explained that the variance was due to a revenue mix, with more business in higher-margin areas and less in lower-margin segments [28][31] Question: Disconnect between growth in non-scaled advertisers and revenue guidance - Management indicated that the guidance reflects current performance from Realize, with conservative estimates based on existing trends [36][38] Question: Incremental investments in Realize and growth from existing versus new advertisers - Management highlighted that growth is expected from both existing advertisers increasing budgets and new advertisers being onboarded [51][52] Question: Impact of generative AI on traffic and advertising - Management noted that trusted publishers will continue to thrive, and AI adoption by these publishers could enhance revenue opportunities [60][61] Question: Factors influencing Adjusted EBITDA guidance for Q1 - Management mentioned foreign exchange headwinds and increased marketing expenses as key factors affecting EBITDA in the first quarter [94][96]

APi Group (NYSE:APG) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker11Good morning, ladies and gentlemen, welcome to APi Group's fourth quarter and full year 2025 financial results conference call. All participants are now in a listen-only mode until the question and answer session. We ask that all participants limit themselves to one question during the question and answer session. Please note, this call is being recorded. I will be standing by should you need any assistance. I will now turn th ...

Aspen Aerogels (NYSE:ASPN) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker7Good morning. Thank you for attending the Aspen Aerogels, Inc. Q4 2025 and full year 2025 financial results call. All the line will be muted during the presentation portion of the call, with an opportunity for questions and answers at the end. I would now like to turn the conference over to your host, Neal Baranosky, Aspen's Senior Director, Head of Investor Relations and Corporate Strategy. Thank you. You may now proceed ...

Ironwood Pharmaceuticals (NasdaqGS:IRWD) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker6Thank you for standing by. My name is Liz, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Ironwood Pharmaceuticals Q4 and Full Year 2025 Investor Update Conference Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this ...

Astec Industries (NasdaqGS:ASTE) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker3Hello, welcome to the Astec Industries fourth quarter and full year 2025 earnings call. As a reminder, this conference call is being recorded. It is my pleasure to introduce your host, Steve Anderson, Senior Vice President of Administration and Investor Relations. Mr. Anderson, you may begin.Speaker5Thank you, and good morning. Joining me on today's call are Jaco van der Merwe, our Chief Executive Officer, and Brian ...

Valens Semiconductor (NYSE:VLN) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker3Good morning. My name is Hila. I will be your conference operator today. At this time, I would like to welcome everyone to Valens Semiconductor's fourth quarter and full year 2025 earnings conference call and webcast. All participant lines have been placed in a listen-only mode. Opening remarks by Valens Semiconductor management will be followed by a question and answer session. I will now turn the call over to Micha ...

Luxfer (NYSE:LXFR) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker3Ladies and gentlemen, thank you for your continued patience. Your meeting will begin shortly. If you need assistance at any time today, please press star zero, and a member of our team will be happy to help you.Please stand by. Your meeting is about to begin. Good morning. My name is Nikki, and I will be your conference operator today. Welcome to Luxfer's fourth quarter and full year 2025 earnings conference call. All lines have ...