DuPont De Nemours (NYSE:DD) Q4 2025 Earnings call February 10, 2026 08:00 AM ET Company ParticipantsAnn Giancristoforo - VP of Investor Relations, Corporate FP&A and Strategic FinanceAntonella Franzen - CFOChigusa Katoku - Vice President of Equity ResearchChris Parkinson - Managing DirectorJeffrey Sprague - Founder and Managing PartnerJohn Roberts - Managing DirectorJosh Spector - Executive Director of Chemicals Equity ResearchLori Koch - CEOMichael Sison - Managing DirectorPaul Knight - Managing DirectorSc ...

Financial Data and Key Metrics Changes - Q4 revenue was $953 million, an increase of 29% year-over-year and above the high end of guidance [7][27] - Free cash flow was $291 million, with a free cash flow margin of 31% [8][30] - Gross profit for Q4 was $776 million, with a gross margin percentage of 81.4% [29] - Billings were $1.21 billion, up 34% year-over-year [29] - Remaining performance obligations (RPO) was $3.46 billion, up 52% year-over-year [29] Business Line Data and Key Metrics Changes - Infrastructure Monitoring contributes over $1.6 billion in ARR [10] - Log Management is now over $1 billion in ARR [10] - APM and DEM products also crossed $1 billion in ARR, with core APM product growth in the mid-30s% year-over-year [10] - 84% of customers used two or more products, up from 83% a year ago [8] Market Data and Key Metrics Changes - Datadog ended Q4 with approximately 32,700 customers, up from about 30,000 a year ago [7] - 48% of Fortune 500 companies are Datadog customers, indicating strong market penetration [9] - The median ARR for Fortune 500 customers is still less than $500,000, suggesting significant growth potential [9] Company Strategy and Development Direction - The company continues to focus on digital transformation and cloud migration as long-term growth drivers [25] - Datadog is integrating AI into its platform to enhance customer value and outcomes [25] - The company aims to solve end-to-end problems across software development, production, data stack, user experience, and security needs [25] Management's Comments on Operating Environment and Future Outlook - Management noted broad-based positive trends in demand driven by cloud migration [5] - There is an expectation of increased AI usage among customers, with significant growth anticipated in 2026 [26] - The company is optimistic about its ability to capitalize on market opportunities and deliver value to customers [25] Other Important Information - The company released over 400 new features and capabilities in 2025 [11] - Datadog launched several new products, including Data Observability and enhanced security features [16][17] - The company is seeing strong growth dynamics with its core observability pillars as customers adopt modern technologies [10] Q&A Session Summary Question: Observability's future in the context of advancements in AI - Management believes that increased productivity from AI will lead to more complexity, which observability can help manage [38][39] Question: Evolution of observability with human and agentic SREs - The company is preparing for more automation and is building products to satisfy both human and agentic interactions [41][42] Question: Insights on the eight-figure deal with an AI model company - The deal reflects the value Datadog provides over homegrown solutions, as companies recognize the cost of internal development [46][47] Question: LLMs as anomaly detection tools and Datadog's competitive moat - Management sees LLMs improving but believes Datadog's ability to provide context and proactive solutions is a significant advantage [51][55] Question: Guidance assumptions for 2026 - The company has taken a conservative approach in its guidance, expecting at least 20% growth excluding its largest customer [62] Question: Impact of LLM rise on competition - Management does not see significant changes in competition and believes Datadog is well-positioned to capture market share [68][69]

Fiserv (NYSE:FI) Q4 2025 Earnings call February 10, 2026 08:00 AM ET Company ParticipantsAndrew Schmidt - Managing Director and Head of FinTech ResearchBrian Friedman - Managing DirectorBrian Keane - Managing Director and Head of North America Payments, Processors, and IT Services ResearchMike Lyons - CEOPaul Todd - CFOWalter Pritchard - SVP and Head of Investor RelationsConference Call ParticipantsAndrew Jeffrey - Partner and Senior Research AnalystDan Dolev - Managing Director and Senior Equity Research A ...

Oscar Health (NYSE:OSCR) Q4 2025 Earnings call February 10, 2026 08:00 AM ET Company ParticipantsChris Potochar - VP of Treasury and Investor RelationsJohn Ransom - Managing Director and the Director of Healthcare ResearchJoshua Raskin - Co-Founder and PartnerMark Bertolini - CEOR. Scott Blackley - CFONone - Company RepresentativeConference Call ParticipantsAndrew Mok - Director and Equity Research AnalystCraig Jones - Equity Research AnalystJessica Tassan - Vice President and Senior Research AnalystRaj Kum ...

OrganiGram (NasdaqGS:OGI) Q1 2026 Earnings call February 10, 2026 08:00 AM ET Company ParticipantsGreg Guyatt - CFOJames Yamanaka - CEOMax Schwartz - Director of Investor RelationsPablo Zuanic - Managing DirectorConference Call ParticipantsAaron Grey - Research AnalystBrenna Cunnington - Research AnalystKenric Tyghe - Stock AnalystOperatorI will now hand the call over to Max Schwartz, Director of Investor Relations. Please go ahead.Max SchwartzVery much, Kara. Good morning, everyone. Thanks for joining us t ...

Sequans Communications (NYSE:SQNS) Q4 2025 Earnings call February 10, 2026 08:00 AM ET Company ParticipantsDavid Hanover - EVPDeborah Choate - CFOGeorges Karam - CEO and ChairmanConference Call ParticipantsFedor Shabalin - Research AnalystJacob Stephan - Senior Research AnalystMike Grondahl - Head of Equities & Director of Research and Senior Research AnalystScott Searle - Managing Director and Senior Research AnalystOperatorWelcome to the fourth quarter and full-year Sequans Earnings Conference Call for 20 ...

Canaan (NasdaqGM:CAN) Q4 2025 Earnings call February 10, 2026 08:00 AM ET Company ParticipantsBen Summers - Equity Research AssociateGwyn Lauber - Director of Investor RelationsJames Jin Cheng - CFONangeng Zhang - Chairman and CEOConference Call ParticipantsKevin Cassidy - Managing Director and Senior Research AnalystKevin Dede - Managing Director and Senior Technology AnalystMark Palmer - Managing Director and Senior Equity Research AnalystWilliam Chan - AnalystOperatorLadies and gentlemen, thank you for s ...

Axalta Coating Systems (NYSE:AXTA) Q4 2025 Earnings call February 10, 2026 08:00 AM ET Company ParticipantsCarl Anderson - CFOChris Parkinson - Managing DirectorChris Villavarayan - CEO and PresidentColleen Lubic - VP of Investor RelationsConference Call ParticipantsDavid Begleiter - Equity Research AnalystEdlain Rodriguez - Equity Research AnalystGhansham Panjabi - Senior Research AnalystHakeem Olorun-Owe - Equity Research AnalystKevin McCarthy - Equity Research AnalystLaurent Favre - Senior Research Analy ...

BP (NYSE:BP) Q4 2025 Earnings call February 10, 2026 08:00 AM ET Company ParticipantsAlastair Syme - Global Head of Energy Research and Managing DirectorCarol Howle - Interim CEOCraig Marshall - SVP of Investor RelationsDoug Leggate - Managing Director and Head of US Oil and GasGordon Birrell - EVP of Production and OperationsKate Thomson - CFOKim Fustier - Head of European Oil & Gas ResearchConference Call ParticipantsAlejandro Vigil - Equity Research AnalystBiraj Borkhataria - Equity Research AnalystChris ...

Oscar Health (NYSE:OSCR) Q4 2025 Earnings call February 10, 2026 08:00 AM ET Company ParticipantsChris Potochar - VP of Treasury and Investor RelationsJohn Ransom - Managing Director and the Director of Healthcare ResearchJoshua Raskin - Co-Founder and PartnerMark Bertolini - CEOR. Scott Blackley - CFONone - Company RepresentativeConference Call ParticipantsAndrew Mok - Director and Equity Research AnalystCraig Jones - Equity Research AnalystJessica Tassan - Vice President and Senior Research AnalystRaj Kum ...