Lyft (NasdaqGS:LYFT) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Speaker1Good afternoon, everyone. This is Erin Brewer. Welcome to Lyft's fourth quarter and full year 2025 earnings call. As a reminder, this conference call is being recorded. Before we start, I'd like to take a moment to share an update. Aurélien Auffret has accepted a new role and will be leaving Lyft. On behalf of David and myself, we are incredibly grateful for his contributions, and we wish him every success in his next chapter. ...

BlackLine (NasdaqGS:BL) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Speaker8Good day, and thank you for standing by. Welcome to the BlackLine Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. Please be advised that today's conference is being recorded. After the speaker's presentation, there will be a question-and-answer session. To ask a question, please press star 11 on your telephone and wait for your name to be announced. To withdraw your que ...

Insperity (NYSE:NSP) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Speaker1Good afternoon. My name is John, and I will be your conference operator today. I would like to welcome everyone to the Insperity 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 during the conference, please press star 0 on your telephone keypad. Please note, this ...

Varex Imaging (NasdaqGS:VREX) Q1 2026 Earnings call February 10, 2026 05:00 PM ET Speaker3Greetings and welcome to the Varex first quarter fiscal year 2026 earnings conference call and webcast. At this time, all participants are in listen-only mode. A question-and-answer session will follow the formal presentation. You may be placed into question queue at any time by pressing star 1 on your telephone keypad. As a reminder, this conference is being recorded. If anyone should require operator assistance, plea ...

Financial Data and Key Metrics Changes - The company reported fourth quarter revenue of $391.6 million, a 15.4% increase year-over-year, and a full year revenue of $1.5 billion, up 13% from 2024 [10][11] - Gross profit for the fourth quarter was $121.9 million, representing 31.1% of revenue, compared to 32.7% in the prior year quarter [11] - GAAP net income for the fourth quarter was $10.2 million, or $0.22 per diluted share, compared to $8.2 million, or $0.18 per diluted share in the prior year quarter [14][15] Business Line Data and Key Metrics Changes - The computing market saw a 25% increase for the full year, primarily driven by AI server-related applications [5] - Automotive revenue grew 6% sequentially and 20% for the full year, indicating improved inventory and demand [26] - Industrial revenue was flat sequentially but increased 13% for the full year, with strong demand in power, sensing, and automation applications [29] Market Data and Key Metrics Changes - Asia represented 78% of revenue, Europe 12%, and North America 10% in the fourth quarter [25] - The automotive and industrial markets combined accounted for 42% of product revenue, a one percentage point increase from the previous quarter [25] - The company introduced over 650 new part numbers in 2025, with 40% targeting the automotive market [26] Company Strategy and Development Direction - The company aims to achieve $2.5 billion in revenue and $1 billion in gross profit by focusing on automotive, industrial, and AI server-related applications [8][9] - Continued emphasis on product mix improvements and manufacturing efficiency to drive margin expansion [9] - The company is strategically supporting key customers in automotive and communication markets to enhance design win momentum [24] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about market recovery, particularly in key segments, and anticipates above-seasonal revenue results in the coming quarter [6][22] - The company expects a 19% year-over-year revenue increase for the first quarter of 2026, indicating strong demand [22][43] - Management highlighted the importance of improving cost structure and product mix to enhance gross margins [41][49] Other Important Information - Cash flow provided by operations was $38.1 million for the fourth quarter, with free cash flow of $12.4 million [19] - The company returned $33.8 million to shareholders through a stock buyback program, contributing to a positive net cash flow of $57.6 million for the full year [20] Q&A Session Summary Question: Can you walk us through the targets and how you see getting there? - Management emphasized commitment to achieving long-term goals and highlighted the importance of driving share in key market segments [38] Question: Is the gross margin improvement due to operational efficiencies? - Management confirmed that improvements in cost structure and manufacturing efficiency are contributing to gross margin enhancement [41] Question: What is the outlook for growth through the year? - Management indicated a promising market demand and suggested using Q1 guidance as a reference for the full year [42][43] Question: Should we consider the new targets as achievable by calendar 2028? - Management confirmed that the interim goal is set for achievement by 2028 [46] Question: What is the impact of underutilization charges on gross margins? - Management acknowledged that underutilization charges are a key factor in gross margin improvement, alongside product mix enhancements [49] Question: Can you clarify the status of manufacturing services agreements? - Management indicated that these agreements are coming to an end, with expected benefits from new wafer fabs starting next year [51]

James Hardie Industries (NYSE:JHX) Q3 2026 Earnings call February 10, 2026 05:00 PM ET Speaker0North America Building Products Group. John, along with Jon Mattson, our new Chief Sales Officer, have stepped into expanded roles recently. Each leader brings an impressive track record of driving sustainable sales growth, and each have deep knowledge of our industry, and each one of them has already contributed meaningfully to the commercial synergies that I will speak about on today's call. I am confident in th ...

Advanced Energy Industries (NasdaqGS:AEIS) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsEdwin Mok - SVP of Strategic Marketing and Investor RelationsPaul Oldham - EVP and CFOSteve Kelley - CEOConference Call ParticipantsBrian Chin - AnalystDavid Duley - AnalystJim Ricchiuti - AnalystJoe Quatrochi - AnalystKrish Sankar - AnalystMehdi Hosseini - AnalystRob Mason - AnalystScott Graham - AnalystSteve Barger - AnalystOperatorGreetings and welcome to the Advanced Energy fourth quarter 2 ...

Financial Data and Key Metrics Changes - The company reported fourth quarter revenue growth of 36% year-over-year, with full year revenue also increasing by 36% [3][15] - Fourth quarter gross margins improved to 82%, up 530 basis points, while full year gross margins increased to 77%, up 560 basis points year-over-year [16][19] - Adjusted EBITDA for the fourth quarter was $28.1 million, up from $20.7 million in Q4 of 2024, representing a 36% increase [19] - The company achieved positive net income of $34.5 million for the fourth quarter, with a GAAP EPS of $0.47, while reporting a net loss of $6.4 million for the full year [18][19] Business Line Data and Key Metrics Changes - The core Performance TV (PTV) business saw gross margin improvements of over 300 basis points, contributing to overall margin growth [16] - The number of active PTV customers grew to 3,632, representing a 63% increase year-over-year [16][18] Market Data and Key Metrics Changes - The company generated over $18 billion in revenue for its customers in 2025, indicating strong market demand for connected TV advertising [6] - The expansion rate, measuring customer spend compared to the previous year, remained well above 115%, showing healthy customer retention and growth [18] Company Strategy and Development Direction - The company aims to democratize television advertising, focusing on small and mid-sized businesses (SMBs) and leveraging performance marketing [3][12] - Continued investment in AI technology, including QuickFrame AI, is a key part of the strategy to enhance customer experience and drive performance [8][26] - The company is focused on moving down-market to capture more SMB opportunities, which is seen as a significant growth area [17][29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth potential of the performance TV market and the company's ability to capture market share [23][88] - The company plans to continue investing strategically in sales, marketing, and technology to support future revenue growth while maintaining profitability [20][48] Other Important Information - The company ended the quarter with $210 million in cash and cash equivalents, with no outstanding borrowings [20] - For Q1 2026, the company expects revenue in the range of $71.3 million to $73.3 million, representing 22.3% year-over-year growth [21][22] Q&A Session Summary Question: How does the company plan to continue driving growth? - Management highlighted the focus on the Performance TV market, moving down-market, and AI initiatives as key drivers for future growth [25][26] Question: What are the characteristics of new customers? - The company is focusing on SMBs, particularly in e-commerce and travel, with a growing presence of performance agencies [29][30] Question: Can you provide insights on QuickFrame AI? - QuickFrame AI has seen strong adoption, enabling faster and more cost-effective video ad creation for customers [37][38] Question: What are the benefits of the new sales force? - The new sales force is expected to drive future revenue growth by focusing on both mid-sized and small businesses [41][66] Question: How does the company measure attribution in CTV? - The company utilizes Verified Visits and an Identity Graph to provide comprehensive attribution measurement for its customers [61][62] Question: What is the long-term target for margins? - The long-term target for gross margin is 75%-80%, and for Adjusted EBITDA margin, it is 35%-40% [76][77]

Teradata (NYSE:TDC) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsChad Bennett - SVP of Investor Relations and Corporate DevelopmentDerrick Wood - Managing DirectorErik Woodring - Managing DirectorJohn Ederer - CFONick Jones - Managing DirectorRadu Saltan - Director of Equity ResearchSteve McMillan - President and CEOWamsi Mohan - Managing DirectorYitchuin Wong - Senior Equity Research AssociateConference Call ParticipantsChirag Ved - VP and Equity Research AnalystSheldon McMeans - ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 was nearly $490 million, at the high end of guidance, with a year-over-year increase of 18% and a sequential increase of 6% [4][14] - Gross margin reached 39.7%, the best performance in five years, up 60 basis points sequentially [14] - Earnings per share for Q4 were $1.94, up from $1.74 in the previous quarter and $1.30 a year ago, reflecting a 70% increase year-over-year [15][17] - For the full year 2025, total revenue was $1.8 billion, up 21% year-over-year, with operating income increasing by 89% [17][12] Business Line Data and Key Metrics Changes - Semiconductor revenue for Q4 was $212 million, up 8% sequentially and contributing to a total of $840 million for the year, a 6% increase [13][17] - Data center computing revenue reached a record $178 million in Q4, up 101% year-over-year and 4% sequentially, with full-year revenue of $587 million, reflecting a 107% increase [14][17] - Industrial and medical revenue increased 10% sequentially to $78 million in Q4, marking the first year-over-year growth in two years [14][17] Market Data and Key Metrics Changes - The semiconductor market is expected to see stronger customer forecasts, particularly in advanced logic and memory capacity, which will drive growth in the second half of 2026 [10][26] - Data center revenue is projected to grow more than 30% in 2026, driven by increased demand from hyperscalers [10][30] - Industrial and medical markets are expected to improve over the next few quarters, supported by normalized inventories and new product adoption [10][21] Company Strategy and Development Direction - The company is focused on a diversification strategy across multiple high-value markets, which has led to consistent financial results and growth opportunities [11][20] - Investments in new product development, digital marketing, and channel partnerships are expected to drive market share gains in the industrial and medical sectors [11][80] - The company plans to continue pursuing inorganic growth opportunities to broaden its technology portfolio and improve scale [11][69] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the demand trends across all target markets for 2026, with expectations of high-teens revenue growth following a 21% increase in 2025 [10][21] - The company anticipates achieving gross margins above 40% in 2026, supported by improved manufacturing efficiency and a favorable product mix [9][22] - Management noted that supply chain constraints, particularly in processors and memory, may impact growth but are actively managing inventory to mitigate risks [35][52] Other Important Information - The company completed the fit-up of a new factory in Thailand, expected to generate over $1 billion in annual revenue capacity once fully operational [8][22] - The company has maintained a solid cadence of new product introductions, launching 26 new products in 2025 [7][11] Q&A Session Summary Question: How does the company view semiconductor growth in relation to industry trends? - Management believes the company is well-positioned for structural share gains in semiconductor markets due to broad acceptance of new technologies [25][26] Question: What is the outlook for data center growth and new customer acquisition? - The growth forecast for data center revenue is based solely on existing customers, with potential upside from second-wave customers not included in the current projections [29][30] Question: What visibility does the company have into data center projects? - Management indicated that while there is upside potential, supply chain constraints may limit growth, leading to a conservative outlook [35][36] Question: How does the company plan to manage operating expenses with the new Thailand facility? - Operating expenses are expected to grow but will be managed within the projected growth envelope, with investments in Thailand accounted for in the overall strategy [81][82]