Dell Technologies (NYSE:DELL) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsAmit Daryanani - Senior Managing Director, Equity ResearchBen Reitzes - Partner, Head of Technology ResearchDavid Kennedy - ExecutiveErik Woodring - Managing Director, Head of U.S. Technology Hardware ResearchJeff Clarke - Vice Chairman and Chief Operating OfficerPaul Frantz - Head of Investor RelationsConference Call ParticipantsAaron Rakers - Managing Director, Senior Equity AnalystAsiya Merchant - Direct ...

Applied Optoelectronics (NasdaqGM:AAOI) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsLindsay Savarese - Investor Relations ContactStefan Murry - CFO and Chief Strategy OfficerThompson Lin - Founder, Chairman, and CEOConference Call ParticipantsGeorge Notter - Managing Director and Equity Research AnalystMichael Genovese - Managing Director and Senior Research AnalystRyan Koontz - Managing Director and Senior Equity Research AnalystSimon Leopold - Managing Director and Senior Equit ...

Pacira BioSciences (NasdaqGS:PCRX) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsBrendan Teehan - CCODouglas Tsao - Managing Director of Equity ResearchFrank Lee - CEOHardik Parikh - Equity Research of U.S. Pharma & BiotechJonathan Slonin - CMOLes Sulewski - VP of Spec Pharma / Biotech Equity ResearchShawn Cross - CFOSusan Mesco - Head of Investor RelationsConference Call ParticipantsNone - AnalystNone - AnalystOperatorGood day, and thank you for standing by. Welcome to the Q4 2025 ...

OrthoPediatrics (NasdaqGM:KIDS) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsCaitlin Cronin - Director of MedTech Equity ResearchDavid Bailey - President and CEOFred Hite - COO and CFOMathew Blackman - Managing Director of Medical Technology Equity ResearchTrip Taylor - Investor RelationsConference Call ParticipantsBenjamin Haynor - Senior Research AnalystMatthew O'Brien - Managing Director and Senior Research AnalystMike Matson - Senior AnalystRavi Misra - VP and Associate Analys ...

Talen Energy (NasdaqGS:TLN) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsCole Muller - CFOCraig Shere - Director of ResearchDavid Arcaro - xecutive Director of Equity ResearchMac McFarland - President and CEOMichael Sullivan - Director of Equity ResearchNicholas Campanella - DirectorNick Amicucci - VP of Equity ResearchSergio Castro - VP and TreasurerTerry Nutt - PresidentConference Call ParticipantsAngie Storozynski - Senior Equity Research AnalystJeremy Tonet - Research Analyst ...

Globant (NYSE:GLOB) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsArturo Langa - Investor Relations OfficerDiego Tártara - Chief Technology OfficerFernando Matzkin - CROJim Schneider - Managing DirectorJuan Urthiague - CFOMartín Migoya - CEOConference Call ParticipantsArvind Ramnani - Managing Director of Equity Research AnalystBryan Bergin - Managing Director of Senior Equity Research AnalystBryan Keane - Senior Equity Research AnalystJonathan Lee - Director and Senior Equity Rese ...

Castle Biosciences (NasdaqGM:CSTL) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsCamilla Zuckero - Vice President, Investor Relations and Corporate AffairsCarlos Peniche - Former Equity Research AssociateDerek Maetzold - Founder, President, and CEOFrank Stokes - CFOThomas Heinzen - Managing Director in Healthcare Investment BankingConference Call ParticipantsAlex Vukasin - Healthcare Equity Research AnalystJosh R. Waldman - Equity Research AnalystMason Carrico - Research AnalystMat ...

Natera (NasdaqGS:NTRA) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsAlexey Aleshin - General Manager of Oncology and Chief Medical OfficerCasey Woodring - VP of Equity ResearchDaniel Markowitz - VP of Equity ResearchDoug Schenkel - Managing Director of Life Science Tools and DiagnosticsJohn Fesko - President and Chief Business OfficerMichael Brophy - CFORicki Levitus - Equity Research AssociateSolomon Moshkevich - President of Clinical DiagnosticsSteve Chapman - CEOConference Call ...

Asure Software (NasdaqCM:ASUR) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsJohn Pence - CFOPat Goepel - Chairman and CEOPatrick McKillop - VP of Investor RelationsConference Call ParticipantsEric Martinuzzi - Senior Research AnalystGreg Gibas - VP and Senior Research AnalystJeff Van Rhee - Partner and Equity Research AnalystRichard Baldry - Senior AnalystVincent Colicchio - Managing Director and Senior Equity AnalystOperatorGood afternoon, and welcome to Asure's fourth quarter an ...

Financial Data and Key Metrics Changes - In Q4 2025, adjusted EBITDA was $19 million, representing 31% of revenue, while for the full year, adjusted EBITDA was $78 million, or 32% of revenue [14][20] - Annual recurring revenue (ARR) reached $187 million, up 11.5% year-over-year, with Q4 software and services revenue growing 4% year-over-year [14][15] - Total revenue for Q4 was $63 million, a 3% increase year-over-year, while full year revenue was flat at $243.2 million due to a 17% decline in hardware revenue [15][20] Business Line Data and Key Metrics Changes - Cybersecurity revenue was flat year-over-year in Q4, while digital agreements revenue grew 11% [15][25] - For the full year 2025, cybersecurity revenue declined 2.5% to $177.7 million, but subscription revenue grew 13% [25] - Digital agreements ARR grew 10% to $67 million, with Q4 revenue increasing 11% to $17.5 million [26][27] Market Data and Key Metrics Changes - Revenue mix for 2025 was 42% from EMEA, 39% from the Americas, and 19% from Asia Pacific, reflecting shifts in digital agreements and cybersecurity software revenue [31] - The decline in hardware revenue was consistent with mobile-first trends in both Europe and Asia Pacific [31] Company Strategy and Development Direction - The company is focusing on software, expecting over 80% of revenue in 2026 to come from software, down from over 50% in 2019 [5] - Investments are being made in sales and marketing, including hiring a new Chief Revenue Officer, to enhance go-to-market capabilities [12][18] - The company plans to integrate AI-driven capabilities into its offerings to provide deeper insights and streamline decision-making [11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the demand environment for 2026, with expectations for growth in software and services driven by digital agreements and moderate growth in cybersecurity [32][33] - The company anticipates a continued secular shift away from consumer banking hardware tokens, impacting hardware revenue [33] Other Important Information - The board approved an increase in the quarterly dividend from $0.12 to $0.13 per share, reflecting an annualized rate of $0.52 per share, an 8% increase [18] - The company generated $59.5 million in operating cash flow for the year and has no long-term debt [30] Q&A Session Summary Question: Demand environment at the start of the year - Management noted a reasonable start to the year with a strong finish in Q4, expecting benefits from new marketing investments in the second half of the year [39][40] Question: Hardware revenue performance and guidance - Management clarified that the $3 million revenue pull forward was on the software side, not hardware, and discussed the ongoing decline in hardware revenue due to shifts in consumer banking [41][46] Question: New CRO's impact on sales and marketing - Management highlighted the new CRO's focus on sales execution and pipeline development, expecting improvements over time [52][53] Question: Acquisition strategy and future M&A opportunities - Management emphasized the focus on acquiring valuable technology rather than revenue, aiming to solve customer problems with modern solutions [54][55] Question: AI as an opportunity and threat - Management acknowledged AI's potential to increase demand for authentication services while also noting the risks associated with rapidly evolving threats [57][58]