Power Integrations (NasdaqGS:POWI) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Speaker4Hello, everyone. Thank you for joining us, and welcome to the Power Integrations Q4 earnings call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one on your telephone keypad. To withdraw your question, press star one again. I will now hand the call over to Joe Schiffler, Senior Director of Investor Relations. Please go ahead.Speak ...

Roblox (NYSE:RBLX) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Speaker3Good afternoon, everyone. This is Tiffany, and I will be your conference coordinator today. Welcome to Roblox's fourth quarter and full year 2025 earnings call. All lines are on mute. After the speaker's opening remarks, there will be a Q&A session. If you would like to ask a question during that time, simply press star, then the number 1 on your telephone keypad. Now I will turn the call over to Jamie Morris, Roblox's head of in ...

Arrowhead Pharmaceuticals (NasdaqGS:ARWR) Q1 2026 Earnings call February 05, 2026 04:30 PM ET Speaker5Ladies and gentlemen, welcome to the Arrowhead Pharmaceuticals conference call. Throughout today's recorded presentation, all participants will be in a listen-only mode. After the presentation, there will be an opportunity to ask questions. I want to hand the conference over to Vince Anzalone, Vice President of Investor Relations for Arrowhead. Please go ahead, Vince.Speaker8Thank you, Victor. Good afternoo ...

Exponent (NasdaqGS:EXPO) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Speaker2Good day, and welcome to the Exponent, Inc. fourth quarter and fiscal year 2025 earnings 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 a question, you may press Star then One on a touchtone phone. To withdraw your quest ...

IBEX (NasdaqGM:IBEX) Q2 2026 Earnings call February 05, 2026 04:30 PM ET Speaker3Welcome to the ibex second quarter FY 2026 earnings conference call. At this time, all participants are in a listen-only mode. Please be advised that today's conference is being recorded. After the speaker's presentation, there will be a question-and-answer session. To ask a question, please press star one one on your telephone and wait for your name to be announced. To withdraw your question, please press star one one again. T ...

Natural Grocers by Vitamin Cottage (NYSE:NGVC) Q1 2026 Earnings call February 05, 2026 04:30 PM ET Speaker3Good day, ladies and gentlemen. Welcome to the Natural Grocers first quarter fiscal year 2026 earnings conference call. At this time, all participants will be in a listen-only mode. Later, we will conduct a question and answer session, and the instructions will be given at that time. As a reminder, today's conference call is being recorded. I would now like to turn the conference over to Miss Jessica T ...

American Battery Technology Company (NasdaqCM:ABAT) Q2 2026 Earnings call February 05, 2026 04:30 PM ET Speaker1Good afternoon. I'm Tiffiany Moehring, and I'm the Director of Communications and Marketing at the American Battery Technology Company. We would like to welcome everyone to our second quarter fiscal 2026 earnings call. On behalf of the entire team at American Battery Technology Company, we would like to thank everyone for taking the time to join our call today. Following this presentation, a recor ...

Ribbon Communications (NasdaqGS:RBBN) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Speaker5Greetings, and welcome to the Ribbon Communications fourth quarter and full year 2025 financial results conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. You may be placed into question queue at any time by pressing star 1 on your telephone keypad. As a reminder, this conference is being recorded. If anyone should requir ...

BILL Holdings (NYSE:BILL) Q2 2026 Earnings call February 05, 2026 04:30 PM ET Speaker7Good afternoon. My name is Lydia, and I'll be your conference operator today. At this time, I'd like to welcome everyone to BILL's fiscal second quarter 2026 conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there'll be a question and answer session. Thank you. I'll now turn the call over to Jack Andrews, Vice President, Investor Relations. You may begin.Speak ...

Financial Data and Key Metrics Changes - In Q4 2025, Illumina's revenue reached $1.16 billion, reflecting a 5% year-over-year increase on a reported basis and a 4% increase on a constant currency basis [18][19] - Non-GAAP EPS for Q4 was $1.35, growing approximately 42% year-over-year, exceeding guidance [24] - Non-GAAP operating margin was 23.7% in Q4, expanding 400 basis points year-over-year [23] Business Line Data and Key Metrics Changes - Clinical consumables revenue grew 20% year-over-year in Q4, driven by increased adoption of sequencing-based diagnostic tests [4][19] - Sequencing consumables revenue was $755 million, up 8% year-over-year, with a notable 11% increase excluding China [19] - Sequencing instruments revenue was approximately flat year-over-year at $154 million, with strong placements of NovaSeq X [22] Market Data and Key Metrics Changes - Greater China revenue was $55 million, down $25 million from Q4 2024, reflecting export restrictions [19] - Clinical market outside China grew 20%, driven by broader adoption of NGS-based testing [19] - Research and applied markets saw consumable sales remain roughly flat year-over-year, indicating ongoing uncertainty in the funding environment [20] Company Strategy and Development Direction - Illumina's strategy focuses on three pillars: core sequencing, scaling multi-omics, and expanding service data and software capabilities [9][12] - The acquisition of SomaLogic is expected to enhance Illumina's position in the proteomics market, integrating capabilities to accelerate innovation [10][11] - The company aims to introduce new technologies, including spatial transcriptomics and constellation map read technology, in the first half of 2026 [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the momentum built in the second half of 2025, expecting organic revenue growth of 2%-4% in 2026, excluding China [15][27] - Clinical consumables are projected to grow double-digit to mid-teens in 2026, while research consumables are expected to decline mid- to high-single digits [15][29] - Management highlighted the importance of adapting to evolving market dynamics and customer needs, particularly in the context of multi-omics [14][78] Other Important Information - The company returned approximately $740 million to shareholders through share repurchases in 2025 [5] - Illumina ended Q4 with approximately $1.63 billion in cash and cash equivalents, maintaining a strong balance sheet [25] - The company plans to change geographical reporting segments starting in Q1 2026 to better align with its commercial structure [31] Q&A Session Summary Question: Operating margin guidance and capital deployment - Management confirmed that the guidance includes an assumption of ending the year at 26%-27% operating margin and remains committed to long-term margin targets despite the SomaLogic acquisition [33][36] Question: Clinical performance guidance for 2026 - Management explained that the guidance reflects continued momentum in clinical growth, with expectations for mid-teens growth, while acknowledging challenges in the research environment [40][42] Question: Instrumentation split between research and clinical - Over 60% of Q4 instrument placements were clinical, with expectations for this trend to continue into 2026 [46][48] Question: Growth drivers in oncology and genetic applications - Oncology is expected to remain the main growth driver, with significant uptake in genetic profiling for various diseases [62][64] Question: BioInsight monetization strategy - Management outlined plans for monetizing BioInsight through specialized data and subscription-based models, indicating a multi-year opportunity [78][79]