TeraWulf (NasdaqCM:WULF) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker9Welcome to TeraWulf's fourth quarter and full year 2025 earnings conference call. At this time, all participants are on a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance throughout the conference, please press star 0 on your telephone keypad. As a reminder, this conference is being recorded. I would now like to turn the conference over to your ...

Solventum (NYSE:SOLV) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker6Good afternoon. My name is Audra, and I will be your conference call operator today. I would like to welcome everyone to Solventum's fourth quarter 2025 earnings call. As a reminder, this conference is being recorded. All lines have been placed on mute to prevent any background noise. I would now like to turn the program over to your host for today's conference, Amy Wakeham, Senior Vice President of Investor Relations and Fina ...

Dell Technologies (NYSE:DELL) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Speaker11Good afternoon. Welcome to the fiscal year 2026 4th quarter financial results conference call for Dell Technologies Inc. I'd like to inform all participants this call is recorded at the request of Dell Technologies. This broadcast is the copyrighted property of Dell Technologies Inc. Any rebroadcast of this information in whole or part without the prior written permission of Dell Technologies is prohibited. Following ...

Zscaler (NasdaqGS:ZS) Q2 2026 Earnings call February 26, 2026 04:30 PM ET Speaker13Hi, welcome to the Zscaler second quarter 2026 earnings call. At this time, all participants are in a listen-only 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 11 on your telephone. You will then hear an automated message advising that your hand is raised. To withdraw your question, please press star 11 again. Please be ad ...

Financial Data and Key Metrics Changes - Total revenue for 2025 increased by 83% year-over-year to a record $456 million, driven by strong demand in both CATV and data center businesses [8][15] - Q4 revenue was $134.3 million, up 34% year-over-year and 13% sequentially, aligning with guidance [25][30] - Non-GAAP gross margin for Q4 was 31.4%, exceeding the guidance range of 29%-31% [12][29] - Non-GAAP loss per share for Q4 was $0.01, narrower than the guidance range of a loss of $0.13 to a loss of $0.04 [12][32] Business Line Data and Key Metrics Changes - Data center revenue for 2025 was $196 million, a 32% increase compared to 2024, with Q4 data center revenue at $74.9 million, up 69% year-over-year [8][26] - CATV revenue nearly tripled to $245 million in 2025, with Q4 CATV revenue at $54 million, up 3% year-over-year but down 24% sequentially [8][13] - Telecom segment revenue for Q4 was $5.1 million, up 45% year-over-year and 37% sequentially [28] Market Data and Key Metrics Changes - 56% of Q4 revenue came from data center products, 40% from CATV products, and 4% from FTTH, telecom, and other segments [25] - Sales of 400G products increased by 141% year-over-year, while 100G products saw a 54% increase [12][26] Company Strategy and Development Direction - The company is focused on scaling next-generation data center products, expanding production capacity, diversifying revenue, and improving operational execution [14][15] - Investments in manufacturing capacity are expected to support anticipated demand, particularly in the Texas facility [14][20] - The company aims to achieve a non-GAAP gross margin of around 40% by late 2026, driven by a shift towards higher-margin products [30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand for 800G and 1.6T products, particularly as AI-driven data center investments accelerate [15][22] - The company anticipates generating over $1 billion in revenue for 2026, limited by production capacity rather than market demand [38] - Management noted that the demand for 800G modules is projected to exceed production capacity through mid-2027 [10][17] Other Important Information - The company plans to triple its laser manufacturing capacity in Texas to accommodate future growth [36] - Direct tariffs had a $1.2 million impact on the income statement, with less than 10% of component value sourced from China [24] Q&A Session Summary Question: What was the value of 800G revenue in the quarter? - The 800G revenue was below $4 million due to delays related to firmware optimization [41][42] Question: What is the timeline for achieving the target gross margin of 40%? - The company expects to achieve a gross margin of 35%-38% by Q2, with a target of 40% by late Q3 or Q4 of next year [44][46] Question: How does the company view the cable TV market amidst operator outlooks? - The company believes significant spending is directed towards amplifiers and outside plant parts of the network, where it operates [54][56] Question: What is the current status of laser production and capacity expansion? - The company plans to triple indium phosphide production capacity by mid-next year, with equipment already on order [90]

OPKO Health (NasdaqGS:OPK) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker5Hello and welcome to the OPKO Health Fourth Quarter 2025 financial results conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask your question, you may press Star then one on your telephone keypad. To withdraw your question, ...

EVERTEC (NYSE:EVTC) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker6Good afternoon, everyone, and welcome to EVERTEC's fourth quarter and full year 2025 earnings conference call. Today's conference call is being recorded. At this time, I'd like to turn the floor over to Loyda Montes Santiago of Investor Relations. Please go ahead.Speaker3Thank you. Good afternoon. With me today are Mac Schuessler, our President and Chief Executive Officer, and Karla Cruz-Jusino, Chief Financial Officer. Before w ...

Crinetics Pharmaceuticals (NasdaqGS:CRNX) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker14Welcome to Crinetics Pharmaceuticals' fourth quarter and full year 2025 financial results conference call. At this time, all participants are in listen only mode. Following management's prepared remarks, we will hold a question and answer session. In order to ask a question, please press star then 1 on your telephone. I'd now like to turn the call over to Gayathri Diwakar, Head of Investor Relations. Pleas ...

Flutter Entertainment (NYSE:FLUT) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker5Thank you for standing by. My name is Jael, and I will be your conference operator today. At this time, I would like to welcome everyone to the Flutter Entertainment 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, simply press star fol ...

Rocket Companies (NYSE:RKT) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker5Thank you for standing by, and welcome to the Rocket Companies' fourth quarter and full year 2025 earnings 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 time, simply press star followed by 1 on your telephone keypad. If you would like to withdraw your question, a ...