Alta Equipment Group (NYSE:ALTG) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAnthony Colucci - CFOJason Dammeyer - Vice President of Accounting and ReportingLaura Maher - Equity Research AssociateRobert Murphy - Senior Equity Research AssociateRyan Greenawalt - Chairman and CEOConference Call ParticipantsSteven Ramsey - Senior Equity AnalystTed Jackson - Managing Director and Senior Research AnalystOperatorGood afternoon. Thank you for attending today's Alta Equipment Group fourt ...

NuScale Power (NYSE:SMR) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsBill Cooper - Chief Legal Officer and Corporate SecretaryCarl Fisher - COOClayton Scott - Chief Commercial OfficerJohn Hopkins - President and CEONate Pendleton - Managing DirectorRamsey Hamady - CFORodney McMahan - Senior Director of Investor RelationsConference Call ParticipantsDerek Soderberg - Equity Research AnalystDimple Gosai - Equity Research AnalystEric Stine - Senior Research AnalystLeanne Hayden - VP ...

Tutor Perini (NYSE:TPC) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAdam Thalhimer - Director of ResearchAlex Rygiel - Managing DirectorGary Smalley - CEO and PresidentJorge Casado - SVP of Investor RelationsLiam Burke - Managing DirectorRyan Soroka - EVP and CFOSteven Fisher - Managing DirectorConference Call ParticipantsMichael Dudas - Partner and Equity Research AnalystOperatorGood day, ladies and gentlemen, and welcome to the Tutor Perini Corporation's fourth quarter 2025 ear ...

SoundHound AI (NasdaqGM:SOUN) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsKeyvan Mohajer - Co-Founder and CEONitesh Sharan - CFOScott Smith - Head of Investor RelationsConference Call ParticipantsBrian Schwartz - Managing Director and Senior AnalystJames Fish - Managing Director and Senior Research AnalystScott Buck - AnalystVijay Devar - AnalystNone - AnalystOperatorGood day, everyone, thank you for standing by. SoundHound AI Q4 2025 earnings conference call. At this time, all p ...

Cable One (NYSE:CABO) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsCraig Moffett - Partner and Senior Managing DirectorJamesl Holanda - CEOJordan Morkert - Vice President of Investor RelationsSam McHugh - Head of Telecom Equity ResearchTodd Koetje - Chief Financial Officer and Interim CEOConference Call ParticipantsBrandon Nispel - Director and Equity Research AnalystFrank Louthan - Managing Director and Senior Equity Research AnalystGregory Williams - Director and Senior Equity R ...

Compass (NYSE:COMP) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAlec Brondolo - Senior Equity Research AssociateDae Lee - VP of Equity ResearchElizabeth Langan - Assistant VP of Equity ResearchJason Helfstein - Managing Director and Head of Internet ResearchMichael Ng - Managing Director of Global Investment ResearchRobert Reffkin - Founder and CEORyan McKeveny - Managing Director of Equity ResearchScott Wahlers - CFOSoham Bhonsle - Head of Investor RelationsConference Call Parti ...

Emergent BioSolutions (NYSE:EBS) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsFrank Vargo - TreasurerJoe Papa - President and CEORich Lindahl - EVP and CFOOperatorPlease be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Frank Vargo, Treasurer. Please go ahead.Frank VargoGood afternoon, everyone. Thank you for joining today as Emergent discusses their operational and financial results for the fourth quart ...

Strategic Education (NasdaqGS:STRA) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAlex Paris - President and Senior Managing DirectorDaniel Jackson - EVP and CFOJasper Bibb - VP of Equity ResearchKarl McDonnell - President and CEOTerese Wilke - Senior Director of Investor RelationsConference Call ParticipantsJeff Silber - Managing Director and Senior Equity Research AnalystOperatorWelcome to the Strategic Education fourth quarter 2025 results conference call. I will now turn the ca ...

Clipper Realty (NYSE:CLPR) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsDavid Bistricer - Co-Chairman of the Board and Chief Executive OfficerJJ Bistricer - Chief Operating OfficerLarry Kreider - Chief Financial OfficerOperatorGreetings, and welcome to the Clipper Realty Q4 Earnings Call. At this time, all participants have been placed on a listen only mode, and the floor will be open for questions and comments after the presentation. It is now my pleasure to turn the floor over t ...

Financial Data and Key Metrics Changes - Q4 revenue was $35.2 million, with a fiscal year 2025 revenue of $142.1 million, reflecting growth [3][4] - Average paid members remained stable at 650,000 for both Q4 and fiscal year 2025 [3][4] - Total interchange increased to $21.3 million in fiscal year 2025, up from $5.5 million in Q4 [3][4] - Q4 operating cash flow was $2.2 million, while fiscal year 2025 operating cash flow reached $20.1 million [3][4] - Free cash flow for fiscal year 2025 was $19.9 million, exceeding initial guidance [4][5] - Net loss for fiscal year 2025 was $21.4 million, primarily due to stock-based compensation and expenses related to the F1 movie [4] Business Line Data and Key Metrics Changes - Expensify Travel bookings in Q4 increased by 434% compared to Q4 of 2024, indicating strong customer adoption [7] - The Expensify Card saw a 24% year-over-year increase in interchange revenue [8] Market Data and Key Metrics Changes - The company entered a multi-year integration partnership with Uber for Business, enhancing its market position in corporate travel and expense workflows [6] Company Strategy and Development Direction - The company is focused on migrating existing customers to the New Expensify platform, achieving full feature parity for 90% of revenue-generating customers [9] - The strategy includes leveraging AI to enhance user experience and operational efficiency, with a focus on product-led growth [12][17] - The introduction of a new free Submit plan aims to increase grassroots adoption among employees [13] Management's Comments on Operating Environment and Future Outlook - Management expressed a conservative outlook for fiscal year 2026, anticipating lower free cash flow guidance of $6 million to $9 million due to increased investments in sales, marketing, and AI [5] - The management believes that AI presents more opportunities than risks for Expensify, positioning the company to thrive amid AI advancements [25][26] Other Important Information - The company repurchased over 4.8 million shares of Class A common stock throughout 2025, totaling approximately $9 million, reflecting management's confidence in long-term business prospects [8] Q&A Session Summary Question: What is Expensify's place in an AI world? - Management acknowledged that while AI poses challenges, Expensify's collaborative nature and access to regulated financial networks provide significant competitive advantages [21][23] Question: What contributed to the increase in paid members in Q4 2025? - Management attributed the increase primarily to seasonal trends, with migration to the new product also playing a role in customer retention [30]