Aeries Technology (NasdaqCM:AERT) Q3 2026 Earnings call February 09, 2026 08:00 AM ET Speaker2Today, and welcome to Aeries Technology third quarter and fiscal year 2026 earnings call. Joining us today on the call are Aeries Chief Executive Officer Ajay Khare and Chief Financial Officer Daniel Webb. The call will review the results for the quarter ended December 31st, 2025, and outline strategic priorities that are shaping the next stage of our growth. Before we begin, please note that today's discussion con ...

Edgewell Personal Care Company (NYSE:EPC) Q1 2026 Earnings call February 09, 2026 08:00 AM ET Speaker5Please note, this event is being recorded. I would now like to turn the conference over to Chris Goff, Vice President, Investor Relations. Please go ahead.Speaker1Good morning, everyone, and thank you for joining us this morning for Edgewell's first quarter fiscal year 2026 earnings call. With me this morning are Rod Little, our President and Chief Executive Officer, and Fran Weissman, our Chief Financial O ...

The Hain Celestial Group (NasdaqGS:HAIN) Q2 2026 Earnings call February 09, 2026 08:00 AM ET Speaker9Thank you for standing by. My name is Jeanie, and I will be your conference operator today. At this time, I would like to welcome everyone to Hain Celestial Fiscal Second Quarter Earnings Call. All lines have been placed on mute to prevent any background noise. After speaker's remarks, there will be a question-and-answer session. We do ask, for today's call, you limit yourself to one question and one follow- ...

Financial Data and Key Metrics Changes - Dynatrace achieved a total revenue of $515 million in Q3 2026, with subscription revenue at $493 million, both reflecting a 16% year-over-year growth and exceeding guidance by 150 basis points [22][24] - The company reported an annual recurring revenue (ARR) of $1.97 billion, representing a 16% growth, marking three consecutive quarters of stabilization in ARR growth [19][24] - Non-GAAP operating margin was 30%, surpassing guidance by nearly 100 basis points, while non-GAAP net income reached $135 million, or $0.44 per diluted share, exceeding guidance by $0.02 [23][24] Business Line Data and Key Metrics Changes - The log management product category is the fastest-growing segment, surpassing $100 million in annualized consumption, with growth exceeding 100% year-over-year [22][24] - The average ARR per new logo was over $160,000, with the average land size in Q3 exceeding $200,000, contributing to a new logo ARR growth of over 21% [20][21] - The gross retention rate remained in the mid-90s, while the net retention rate (NRR) was 111%, consistent with the previous two quarters [21][24] Market Data and Key Metrics Changes - The AI market is projected to grow from less than $200 billion in 2023 to nearly $5 trillion in the next seven years, with cloud and AI-native workloads experiencing unprecedented growth [6][8] - The demand for observability solutions is increasing as organizations face challenges related to data complexity and the need for reliable AI insights [8][14] Company Strategy and Development Direction - Dynatrace is focusing on enhancing its observability platform to support autonomous operations, integrating AI capabilities to deliver reliable outcomes [6][12] - The company is investing in partnerships with major hyperscalers and expanding its go-to-market strategy to capture the growing demand for observability solutions [15][16] - A new $1 billion share repurchase program has been authorized, reflecting confidence in the business and long-term growth opportunities [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the ongoing momentum in the business, driven by strong demand for observability and the successful execution of the go-to-market strategy [18][24] - The company raised its full-year guidance for ARR growth to a range of 15.5%-16%, expecting to surpass $2 billion in ARR [25][26] - Management highlighted the importance of end-to-end observability as foundational for AI-driven environments, emphasizing the need for reliable insights to support automation [30][39] Other Important Information - Dynatrace's third-generation platform is designed to handle the complexity of modern cloud and AI-native environments, enabling predictive capabilities and resilience [9][12] - The company is actively engaging with customers to consolidate fragmented tools, which is driving momentum in new logo acquisitions [30][44] Q&A Session Summary Question: Insights on automation and client engagement - Management noted strong momentum in end-to-end observability as clients seek to consolidate tools and improve outcomes [29] Question: Observability's evolution with AI - Management indicated that while there is apprehension about AI adoption, observability will become the control plane for enterprise AI, requiring deterministic insights before agentic actions can be taken [31] Question: Log monitoring consumption growth - Management confirmed that log consumption has exceeded $100 million, with significant growth expected to continue as it becomes embedded in end-to-end observability deals [32] Question: Confidence in net new ARR growth - Management expressed confidence in the robust pipeline and visibility for future growth, particularly in large deals [41] Question: Competitive landscape and AI's impact - Management acknowledged the competitive risks but emphasized Dynatrace's unique architectural advantages and the necessity of observability in AI environments [46][49]

Sohu.com (NasdaqGS:SOHU) Q4 2025 Earnings call February 09, 2026 07:30 AM ET Company ParticipantsAlicia Yap - Managing DirectorCharles Zhang - Chairman and CEODewen Chen - CEOJoanna Lv - CFOPu Huang - Director of Investor RelationsYaobin Wang - CFOConference Call ParticipantsThomas Chong - Stock AnalystOperatorLadies and gentlemen, thank you for standing by, and good evening. Thank you for joining Sohu's fourth quarter 2025 earnings conference call. At this time, all participants are in listen-only mode. Af ...

Sohu.com (NasdaqGS:SOHU) Q4 2025 Earnings call February 09, 2026 07:30 AM ET Company ParticipantsAlicia Yap - Managing DirectorCharles Zhang - Chairman and CEODewen Chen - CEOJoanna Lv - CFOPu Huang - Director of Investor RelationsYaobin Wang - CFOConference Call ParticipantsThomas Chong - Stock AnalystOperatorLadies and gentlemen, thank you for standing by, and good evening. Thank you for joining Sohu's fourth quarter 2025 earnings conference call. At this time, all participants are in listen-only mode. Af ...

Sohu.com (NasdaqGS:SOHU) Q4 2025 Earnings call February 09, 2026 07:30 AM ET Speaker5Ladies and gentlemen, thank you for standing by, and good evening. Thank you for joining Sohu's fourth quarter 2025 earnings conference call. At this time, all participants are in listen-only mode. After management prepared remarks, there will be a question and answer session. Today's conference call is being recorded. If you have any objections, you may disconnect at this time. I'll now like to turn the conference over to ...

Financial Data and Key Metrics Changes - Net income for the 9-month period was JPY 389.7 billion, an increase of JPY 117.9 billion year-over-year, marking the highest third-quarter cumulative net profit ever [2] - Pre-tax profits reached JPY 567.7 billion, up by JPY 184.3 billion year-over-year, with all three categories of finance, operation, and investments showing profit growth [3] - Shareholder returns were enhanced with an expansion of the share buyback program from JPY 100 billion to JPY 150 billion, with JPY 128.1 billion completed by the end of January [3] Business Line Data and Key Metrics Changes - Finance segment profits increased by 8% year-over-year to JPY 145.5 billion, driven by growth in investment income and finance revenues in Australia and Asia [4] - Operation segment profit rose by 17% to JPY 189.5 billion, supported by gains from airport concessions and real estate operations [4][5] - Investment segment profits surged by 100% year-over-year to JPY 261.4 billion, significantly boosted by gains from the sale of Greenko shares and other investments [6][7] Market Data and Key Metrics Changes - The environment energy segment profit increased by JPY 109.1 billion year-over-year, reaching JPY 122.2 billion, primarily due to gains on the sale of Greenko Energy Holdings [17] - The insurance segment profit rose by 20% year-over-year to JPY 74.1 billion, driven by expansion in investment assets and portfolio securities [18] - The banking and credit segment profit decreased by JPY 2.2 billion year-over-year to JPY 19.9 billion, impacted by rising funding costs and credit losses [19] Company Strategy and Development Direction - The company aims to drive sustainable growth and improve capital efficiency while maintaining its full-year net income forecast [8] - Organizational reforms were announced to restructure into three business divisions, although the current fiscal year will continue under the existing 10-segment framework [11] - The company is focusing on capital recycling, with JPY 196.6 billion in capital gains and ongoing investments in operations and PE investments [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the domestic economy's growth and the performance of various segments, including automotive and IT [42][43] - There is caution regarding the impact of rising interest rates and potential credit losses, with a focus on maintaining financial soundness [51][54] - The management is committed to evaluating business plans regularly to ensure alignment with capital efficiency and profitability goals [45][72] Other Important Information - The company has made significant investments in AI infrastructure and logistics facilities, indicating a strategic focus on technology and operational efficiency [10] - The impact of inbound tourism on earnings is being monitored, particularly concerning the decline in Chinese passenger numbers [24][25] - The company is actively managing its portfolio to mitigate risks associated with legacy assets and market fluctuations [21][22] Q&A Session Summary Question: Details on ORIX USA and Hilco Global integration - Management confirmed that valuation gains from ORIX Capital Partners were significant and that a 100-day plan for Hilco Global is being executed to enhance collaboration [35][36] Question: Overall progress and performance against the plan - Management highlighted strong performance in investments and operations, with expectations for continued growth despite potential challenges in the fourth quarter [41][44] Question: Clarification on U.S. valuation gains - Management indicated that the strong performance of U.S. investees, particularly in technology, contributed positively to the overall results [46][80] Question: Cost considerations for the fourth quarter - Management acknowledged potential credit costs and emphasized a cautious approach to project evaluations, particularly regarding Erawan [49][52] Question: Changes in employed capital ratio and risk appetite - Management explained that the employed capital ratio was recalibrated for more detailed risk assessment, with no direct impact on risk appetite [58][60] Question: Capital gains and base profit disclosures - Management clarified that capital gains were not incorporated in the same manner as before, focusing instead on base profit growth [66][67] Question: Future plans for profit growth and ROE targets - Management emphasized the importance of capital efficiency and the potential for continued profit growth, with a focus on high-quality investments [71][72]

ORIX (NYSE:IX) Q3 2026 Earnings call February 09, 2026 02:30 AM ET Company ParticipantsKazuki Yamamoto - Operating OfficerSachiko Nakane - Head of the Investor Relations and Sustainability Promotion DepartmentConference Call ParticipantsNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystSachiko NakaneIt's time to begin. Thank you for joining us despite your busy schedule today for ORIX's earnings call for nine months ended December 31st, 2025. My ...

Financial Data and Key Metrics Changes - Net income for the 9-month period was JPY 389.7 billion, an increase of JPY 117.9 billion year-over-year, marking the highest third-quarter cumulative net profit ever [2][3] - Pre-tax profits reached JPY 567.7 billion, up by JPY 184.3 billion year-over-year, with all three categories of finance, operation, and investments showing profit growth [3][6] - Shareholder returns were enhanced with an expanded share buyback program from JPY 100 billion to JPY 150 billion, with JPY 128.1 billion completed by the end of January [3][4] Business Line Data and Key Metrics Changes - Finance segment profits increased by 8% year-over-year to JPY 145.5 billion, driven by growth in investment income and finance revenues in Australia and Asia [4][5] - Operation segment profit rose by 17% to JPY 189.5 billion, supported by gains from airport concessions and real estate operations [5][6] - Investment segment profits surged by 100% year-over-year to JPY 261.4 billion, significantly boosted by gains from the sale of Greenko shares and other investments [5][6] Market Data and Key Metrics Changes - The environment energy segment profit increased by JPY 109.1 billion year-over-year, reaching JPY 122.2 billion, primarily due to gains on the sale of Greenko Energy Holdings [16][17] - The ORIX USA segment showed a profit of JPY 14 billion for the 9-month period, reflecting a positive recovery despite previous credit losses [20][21] - The Asia and Australia segment profit increased by JPY 11.4 billion, a 41% rise year-over-year, driven by financial income from local operations [23] Company Strategy and Development Direction - The company aims to drive sustainable growth and improve capital efficiency while maintaining its full-year net income forecast [7][8] - Organizational reforms were announced to restructure into three business divisions, although the current fiscal year will continue under the existing 10-segment framework [10] - The company is focusing on capital recycling, with JPY 196.6 billion in capital gains and ongoing investments in operations and asset valuation businesses [8][9] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding the impact of declining Chinese passenger numbers on earnings, particularly in the tourism sector [24][25] - The company anticipates a mixed outlook for the next fiscal year, with potential downside risks due to economic uncertainties and rising interest rates [39][43] - There is a focus on maintaining financial soundness while enhancing future profitability, especially in light of rising funding costs [18][31] Other Important Information - Total assets increased by JPY 1.2594 trillion compared to the end of last year, with significant contributions from the consolidation of Hilco Global [29][30] - The company reported a reduction in insurance contract liabilities by JPY 234.2 billion, attributed to a higher discount rate used for measurement [30][51] - The employed capital ratio was adjusted to reflect more detailed risk management, resulting in a decrease from 92% to 89% [49][50] Q&A Session Summary Question: Details on ORIX USA and Hilco Global integration - Management confirmed that valuation profit within the portfolio showed significant growth, and they are executing a 100-day plan for Hilco Global integration [32][34] Question: Progress against the business plan - Management noted strong progress in investments and operational performance, particularly in the divestiture of non-core businesses [37][38] Question: Credit costs and potential losses - Management acknowledged the potential for credit costs and losses but emphasized ongoing monitoring and proactive measures to address risks [41][42] Question: Changes in employed capital ratio and future investments - The employed capital ratio was recalibrated for more precise risk assessment, allowing for flexible investments while maintaining a conservative approach [49][50] Question: Outlook for next fiscal year - Management indicated that while the current fiscal year is performing well, they remain cautious about the next fiscal year due to economic uncertainties [56][58]