Financial Data and Key Metrics Changes - MPS reported full-year revenue of $2.8 billion for 2025, representing a 26.4% increase from 2024 [6] - Q4 2025 revenue reached a record $751.2 million, up 1.9% from Q3 2025 and 20.8% higher than Q4 2024 [6][7] - The company achieved a book-to-bill ratio well in excess of one, indicating strong demand and a growing backlog extending into Q2 and Q3 of 2026 [13] Business Line Data and Key Metrics Changes - Non-enterprise data end markets grew over 40% year-over-year, highlighting the strength of MPS's diversified business model [6] - Record module revenue was achieved, with a focus on shifting towards solutions, particularly in the data center and automotive sectors [7] - Automotive segment grew 43% year-over-year, driven by new technologies and increased content opportunities [66] Market Data and Key Metrics Changes - Strong demand was noted in enterprise data and communications markets, with expectations for continued growth into 2026 [14] - Data center demand has been robust, contributing to growth in storage, optical modules, and switches [19] - The company is expanding its customer base in data center power solutions across various applications, including AI and server technologies [7] Company Strategy and Development Direction - MPS is focused on innovation and solving customer challenges, with ongoing investments in new technology and market expansion [8] - The company aims to maintain supply chain stability and adapt quickly to market changes, ensuring future growth opportunities [8] - A strategic transition is underway to enhance product offerings from silicon to systems and modules, aiming for higher value and efficiency [117][118] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in MPS's prospects, citing a strong culture, dedicated employees, and a solid product portfolio [3] - The outlook for enterprise data growth was adjusted to a floor of 50% for 2025, reflecting improved ordering patterns and customer demand [16] - Management acknowledged macro uncertainties but indicated a secure first half for enterprise data, with positive initial signs from Q4 ordering patterns [82] Other Important Information - The quarterly dividend will increase by 28% to $2 per share, with over 72% of free cash flow returned to stockholders through share repurchases and dividends over the past three years [7] - The company has established a supply chain management system to support its growth and ensure quality standards [95] Q&A Session Summary Question: Insights on different market segments for March quarter - Management noted strong ordering patterns in Q4 2025, with expectations for continued strength in enterprise data and communications [12][13] Question: Outlook for enterprise data growth - Management increased the growth outlook for enterprise data to a floor of 50% for 2025, citing confidence from recent ordering patterns [16] Question: Impact of memory prices on demand - Management indicated that while there may be some pressure from memory prices, they do not foresee significant demand destruction in their markets [31] Question: Expectations for optical transceiver business - Management confirmed strong growth in optical modules and expects continued growth in the communications segment [64] Question: Drivers of automotive segment growth - The automotive segment's growth is attributed to diversification into new technologies and increased content opportunities, with ADAS being a significant factor [66][70] Question: Capacity expansion plans - Management acknowledged the need for increased capacity beyond $4 billion and is actively expanding supply chain management to support this growth [95] Question: Shift to vertical power solutions - Management confirmed that vertical power solutions are expected to drive revenue growth in 2026, aligning with market trends towards energy efficiency [125][127]

Qualys (NasdaqGS:QLYS) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsBlair King - Senior VP of Investor RelationsJoe Vandrick - Equity Research Associate DirectorJonathan Ho - PartnerJoo Mi Kim - CFOJoshua Tilton - Senior VP of Equity ResearchKingsley Crane - Managing DirectorNehal Chokshi - Managing DirectorSumedh Thakar - President and CEOYun Kim - Managing DirectorConference Call ParticipantsJunaid Siddiqui - Investment AnalystMike Richardson - AnalystRahul Chopra - Equity Analy ...

SS&C Technologies (NasdaqGS:SSNC) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAlexei Gogolev - Executive DirectorBill Stone - Chairman and CEOBrian Schell - CFODan Perlin - Managing DirectorJustine Stone - Head of Investor RelationsPeter Heckmann - Managing DirectorRahul Kanwar - President and COOConference Call ParticipantsJeff Schmitt - Research AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Colby, and I'll be your conference operator today. At this ...

Amtech Systems (NasdaqGS:ASYS) Q1 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsBob Daigle - Chairman and CEOGary DiStefano - Director of Investment BankingJordan Darrow - Founder and CEOMark Weaver - Interim CFOConference Call ParticipantsCraig Irwin - Managing Director and Senior Research AnalystGeorge Marema - Research AnalystOperatorGood day everyone and welcome to the Amtech Systems fiscal first quarter 2026 earnings call. Please note that this call is being recorded and simultan ...

Boyd Gaming (NYSE:BYD) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsDavid Strow - VP of Corporate CommunicationsJosh Hirsberg - CFOKeith Smith - President and CEOMax Marsh - Equity Research AssociateConference Call ParticipantsBen Chaiken - Managing Director and Senior Equity AnalystDan Politzer - Executive Director and Senior Equity Research AnalystDavid Katz - Managing Director and Senior Equity AnalystJordan Bender - Director and Senior Equity Research AnalystPatrick Scholes - ...

Doximity (NYSE:DOCS) Q3 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsBrian Peterson - Managing DirectorCraig Hettenbach - Executive DirectorDavid Roman - Managing DirectorElizabeth Anderson - Senior Managing DirectorGlenn Santangelo - Managing DirectorJeff Garro - Managing Director of Healthcare IT Equity ResearchJeff Tangney - CEO and Co-FounderMichael Cherny - Senior Managing DirectorPerry Gold - VP of Investor RelationsRichard Close - Managing Director Digital and Tech-Enabled Hea ...

Financial Data and Key Metrics Changes - Genpact reported revenues of $5.08 billion for 2025, reflecting a 6.6% year-over-year increase [4][25] - Adjusted diluted EPS increased by 11% to $3.65, marking the fifth consecutive year of growth faster than revenue [26] - Gross margin expanded by 60 basis points to 36%, while adjusted operating income margin improved by 40 basis points to 17.5% [26][24] Business Line Data and Key Metrics Changes - Advanced Technology Solutions revenue grew by 17% to $1.2 billion, now representing 24% of total revenue [4][25] - Core Business Services revenue increased by 3.7% to $3.876 billion [26] - Data-Tech-AI revenue rose by 9.3% to $2.442 billion, while Digital Operations revenue grew by 4.1% to $2.638 billion [25] Market Data and Key Metrics Changes - High Tech and Manufacturing sector grew by 9.9%, Financial Services by 5%, and Consumer and Healthcare by 1.5% [22] - Non-FTE revenue, reflecting a strategic shift, accounted for 48% of fourth-quarter revenue [22] Company Strategy and Development Direction - Genpact is focusing on scaling data, AI, and domain-driven agentic solutions to transform client operations [4][6] - The company is pioneering a new operating model called Agentic Operations, which integrates AI with human expertise [9][10] - The strategy includes expanding partnerships and investing in AI talent, with over 7,000 AI builders and nearly 20,000 AI practitioners [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in strong demand and a robust pipeline entering 2026, expecting at least 7% revenue growth [28][29] - The company anticipates continued margin expansion and double-digit adjusted EPS growth [29][31] - Management highlighted the importance of integrating AI into business processes to drive measurable financial outcomes for clients [9][10] Other Important Information - Genpact returned $401 million to shareholders through share repurchases and dividends in 2025 [27] - The company has a significant backlog and is well-positioned to capitalize on the growing demand for Advanced Technology Solutions [28] Q&A Session Summary Question: Changes in contracting conversations due to market pressures - Management noted that the excitement in Silicon Valley is accelerating their pivot and driving outcomes for clients faster, viewing it as a tailwind [35] Question: Factors driving confidence in ATS growth - Management indicated increased conversations and invitations to participate in larger deals, with over a third of bookings coming from Advanced Technology Solutions [40][41] Question: Adoption patterns of new clients for AP Suite - Management highlighted that many new clients are mid-market and existing clients expanding their use of finance technology, significantly enhancing the total addressable market [48] Question: Improvements in sales cycle or ramp times - Management acknowledged that large deals have varying timelines but expressed confidence in the record levels of pipeline across cohorts [49] Question: Drivers of margin expansion - Management attributed margin expansion to the shift towards Advanced Technology Solutions and disciplined operational efficiencies [57][58] Question: Client expectations regarding efficiencies - Management confirmed that while client aspirations are high, they are successfully offsetting costs and creating higher value solutions [70] Question: Decision-makers for agentic solutions within client organizations - Management stated that both business managers and CIOs are integral in driving the adoption of agentic AI solutions [79]

Synaptics (NasdaqGS:SYNA) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsKen Rizvi - CFOMunjal Shah - VP and Head of Investor RelationsRahul Patel - President and CEORobert Mertens - Equity Research AssociateConference Call ParticipantsChristopher Rolland - Managing Director and Senior Equity AnalystKevin Cassidy - Senior Research AnalystNeil Young - AnalystPeter Peng - Stock AnalystRoss Seymore - Managing Director and Senior Equity AnalystTom O'Malley - Director and Equity Research ...

Coursera (NYSE:COUR) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsCam Carey - VP of Investor RelationsDevin Au - Senior Equity Research AssociateGreg Hart - President and CEOJosh Baer - Executive Director and Equity Research for Software Small and MidcapMike Foley - CFOConference Call ParticipantsJessica Reif - Managing Director and Senior Equity Research Analyst for Consumer Services and Digital PlatformsMatt Shea - Equity Research Analyst for Digital Health SpaceNafeesa Gupta - ...

Financial Data and Key Metrics Changes - Q3 bookings reached $1.3 billion, up 27% year-over-year, and revenue was $1.2 billion, up 26% year-over-year [20][25] - Non-GAAP EPS increased by 14% year-over-year, reaching $0.64 [25][30] - Operating income was $629 million, translating to a 51% operating margin [25][27] Business Line Data and Key Metrics Changes - Cyber safety segment bookings grew 5% year-over-year, with revenue increasing by 3% [20][24] - MoneyLion experienced nearly 40% revenue growth in Q3, driven by strong customer demand for personal financial products [22][13] - LifeLock's monitored financial accounts grew double digits year-over-year to nearly 50 million [12][22] Market Data and Key Metrics Changes - The paid customer base increased to over 78 million, with 500,000 new cyber safety direct customers added [24][25] - Engine processed over 360 million inquiries annually, reflecting strong marketplace growth [16][22] Company Strategy and Development Direction - The company aims to build a trusted AI-powered platform focusing on cyber safety and financial wellness [4][11] - The introduction of the Agent Trust Hub and Norton Neo browser highlights the company's commitment to enhancing security in AI interactions [10][18] - The strategy emphasizes the convergence of identity threats and financial risks, positioning the company as a leader in both domains [11][12] Management's Comments on Operating Environment and Future Outlook - Management noted the increasing complexity of cyber threats, with scams evolving to exploit consumer behavior [6][8] - The company raised its revenue and EPS guidance for fiscal 2026, reflecting strong performance and momentum [29][30] - Management expressed confidence in the long-term growth potential driven by AI and the integration of MoneyLion [30][31] Other Important Information - The company generated $541 million in operating cash flow and $535 million in free cash flow during Q3 [27][28] - A quarterly cash dividend of $0.125 per common share was approved, reflecting the company's commitment to returning capital to shareholders [29][30] Q&A Session Summary Question: How is Gen addressing the trust consumers need in AI? - Management acknowledged the growing need for trust in AI and highlighted the launch of the Agent Trust Hub to validate AI agents and skills [33][36] Question: What is the status of MoneyLion's transition to subscriptions? - Management confirmed a cautious approach to transitioning MoneyLion towards subscriptions, with strong growth in personal financial offerings [39][40] Question: Can you elaborate on the Equifax partnership? - The partnership with Equifax aims to enhance consumer financial solutions and improve risk visibility, leveraging differentiated datasets [48][50] Question: What are the trends in first-party versus third-party products in the MoneyLion marketplace? - Management noted balanced growth in both first-party and third-party products, with strong performance in short-term lending [52][54] Question: What are the plans for capital deployment moving forward? - Management emphasized a balanced approach to capital deployment, focusing on dividends, debt paydown, and opportunistic share buybacks [76][78]