Monster Beverage (NasdaqGS:MNST) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAndrea Teixeira - Managing Director, Equity Research - US Beverages, Household Products, and Personal CareDara Mohsenian - Managing Director - US Beverage and Household ProductsFilippo Falorni - Director, Equity Research - Lead Beverages and HPCGuy Carling - CEO of EMEA and OSPHilton Schlosberg - Vice Chairman and CEOMarc Astrachan - SVP of Investor RelationsMatthew Smith - Managing Director, Equity Rese ...

Alignment Healthcare (NasdaqGS:ALHC) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsJim Head - CFOJohn Kao - Founder and CEOJohn Ransom - Managing Director in Equity ResearchJohn Stansel - Equity Research VPSam Becker - Goldman SachsTiffany Yuan - BarclaysConference Call ParticipantsCraig Jones - Healthcare AnalystJessica Tassan - Vice President and Senior Research Analyst in Healthcare IT and Delivery SectorJonathan Yong - Executive Director and Senior Equity Research AnalystMatthe ...

Innodata (NasdaqGM:INOD) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker6Good afternoon, ladies and gentlemen, and welcome to the Innodata to report fourth quarter and fiscal year 2025 results conference call. 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 0 for the operator. This call is being recorded on Thursday, February 26th, 2026. ...

Amphastar Pharmaceuticals (NasdaqGS:AMPH) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker4Greetings, and welcome to the Amphastar Pharmaceuticals fourth quarter 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 that certain statements made during this call regarding matters that a ...

SBA Communications (NasdaqGS:SBAC) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker9Welcome and thank you all for joining the SBA fourth quarter 2025 results. I'll now turn it over to Louis Friend, Vice President of Finance and Capital Markets. Please go ahead, sir.Speaker6Good evening, thank you for joining us for SBA's fourth quarter 2025 earnings conference call. Here with me today are Brendan Cavanagh, our President and Chief Executive Officer, and Marc Montagner, our Chief Financial Officer. ...

Financial Data and Key Metrics Changes - Total revenue for Q4 2025 was $141 million, slightly above the high end of guidance, driven by product launches and strong service performance [5] - Service revenue reached $89 million, accounting for 63% of total revenue and growing 39% year-over-year [5][19] - Annual recurring revenue (ARR) increased to $330 million, up 28% year-over-year [5][18] - Q4 EBITDA was $23 million, a 138% increase year-over-year, resulting in non-GAAP EPS of $0.22, exceeding guidance [6][25] - Non-GAAP gross margin improved to 47.8%, up over 1,000 basis points year-over-year [11][21] Business Line Data and Key Metrics Changes - SaaS performance metrics showed a monthly churn rate of 1%, indicating a 99% retention rate [9] - Average monthly revenue per user (ARPU) grew to $15.30, with subscriptions generating a 94% gross margin [10][20] - Lifetime value (LTV) per subscriber increased to $917, up 23% from the previous year [10] Market Data and Key Metrics Changes - Retail point of sale (POS) volume increased by 23%, aligning with the growth in paid accounts [17] - The installed base of paid accounts grew to 5.7 million, a 24% increase year-over-year [17] Company Strategy and Development Direction - The company aims to continue faster-than-market growth in retail and direct channels, with plans to launch new retailers [29] - A robust pipeline of new features and AI capabilities is set to roll out, enhancing the service offerings [30] - The company is exploring new market segments, including small business and aging-in-place markets, to expand its total addressable market (TAM) [31][46] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate global volatility and execute its strategic plan [32] - The company expects Q1 2026 consolidated revenue to be between $135 million and $145 million, with full-year revenue projected at $550 million to $580 million [40] - Service revenue for 2026 is anticipated to be between $375 million and $385 million, with a focus on improving customer retention and conversion [41] Other Important Information - The company reported a free cash flow of $66.9 million for 2025, up 38% year-over-year, with a free cash flow margin of 12.6% [25][26] - The company has approved an additional $50 million for share repurchase, reflecting confidence in its valuation [36] Q&A Session Summary Question: Insights on strategic partnerships with Comcast and ADT - Management indicated that the ADT partnership is progressing well, with technical integration completed and go-to-market planning underway [51] - The Comcast partnership is expected to take 9 to 12 months for integration, with significant potential for revenue growth [53] Question: New hardware products and market opportunities - The company plans to refresh its product lineup and explore new form factors, with a focus on the smart home and small business markets [55][57] Question: Contribution of service revenue and strategic accounts - Management noted that service revenue growth is primarily driven by core business expansion, with additional contributions expected from strategic partnerships [71]

Clover Health Investments (NasdaqGS:CLOV) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker3Hello, and welcome to Clover Health's fourth quarter 2025 earnings call. We ask that you please hold all questions until the completion of the formal remarks, at which time you will be given instructions for the question and answer session. As a reminder, this conference is being recorded today. If you have any objections, please disconnect at this time. Ryan, you may begin.Speaker5Good afternoon, everyone. ...

Compass Diversified (NYSE:CODI) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker4Good afternoon, welcome to Compass Diversified's Fiscal 2025 fourth quarter conference call. Today's call is being recorded. All participants are in a listening mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw ...

Financial Data and Key Metrics Changes - Q4 2025 revenue was $35.2 million, with a net loss of $7.1 million and a non-GAAP net loss of $2.1 million, while adjusted EBITDA was $3.3 million [3][4] - For fiscal year 2025, total revenue reached $142.1 million, with a net loss of $21.4 million primarily due to stock-based compensation and expenses related to the F1 movie [4] - Fiscal year 2025 free cash flow was $19.9 million, exceeding initial guidance of $16 million-$20 million [4][5] - The company is initiating fiscal year 2026 free cash flow guidance of $6 million-$9 million, reflecting a conservative outlook [5] Business Line Data and Key Metrics Changes - Average paid members remained stable at 650,000 for both Q4 2025 and fiscal year 2025 [3][4] - Total interchange revenue for fiscal year 2025 was $21.3 million, a 24% increase year-over-year [4][7] - Expensify Travel bookings in Q4 2025 increased by 434% compared to Q4 2024, indicating strong customer adoption [6] Market Data and Key Metrics Changes - The company reported a total interchange of $5.5 million in Q4 2025, contributing to the overall growth in revenue [3] - The company repurchased over 4.8 million shares of Class A common stock throughout 2025, totaling approximately $9 million, reflecting management's confidence in long-term opportunities [7] Company Strategy and Development Direction - The company is focused on migrating existing customers to the New Expensify platform, achieving full feature parity for 90% of revenue-generating customers [9] - A multi-year integration partnership with Uber for Business was established to automate travel and meal receipts, enhancing policy controls [6] - The company is emphasizing AI integration into its user experience, with a focus on "accountable intelligence" through its Concierge AI feature [14][17] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's ability to thrive in an AI-driven world, viewing AI as an opportunity rather than a threat [25][26] - The company acknowledged the challenges posed by advances in AI but highlighted its unique collaborative capabilities as a competitive advantage [21][22] - Management noted that the increase in paid members in Q4 2025 was primarily seasonal, with expectations for continued growth as migration progresses [31] Other Important Information - The company received the TrustRadius 2026 Buyer's Choice Award in the expense management category, based on customer reviews [6] - The New Expensify platform is designed to facilitate product-led growth, with a focus on grassroots adoption among employees [12][13] Q&A Session Summary Question: What is Expensify's place in an AI world? - Management acknowledged that while AI could disrupt certain applications, Expensify's focus on collaboration and access to regulated financial networks provides a competitive moat [21][22][23] Question: What contributed to the increase in paid members in Q4 2025? - Management attributed the increase to seasonal trends and the positive impact of the migration to the New Expensify platform [31]

Grindr (NYSE:GRND) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker5My name is Kate and I will be your conference operator today. At this time, I would like to welcome you to the Grindr fourth quarter 2025 earnings 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 time, and if you have joined via the webinar, please use the Raise Hand icon, which can be ...