Haemonetics (NYSE:HAE) Q3 2026 Earnings call February 05, 2026 08:00 AM ET Speaker10Ladies and gentlemen, thank you for standing by, and welcome to the third quarter 2026 Hem, Haemonetics Corporation Earnings Conference Call. At this time, all participants are on 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 one one on your telephone. You will then hear an automated message advising your ha ...

BCE (NYSE:BCE) Q4 2025 Earnings call February 05, 2026 08:00 AM ET Speaker1Good morning, ladies and gentlemen. Welcome to the BCE Q4 2025 results and 2026 guidance call. I would now like to turn the meeting over to Chris Summers. Please go ahead, Mr. Summers.Speaker6Thank you, Matthew. Good morning, everyone, and thank you for joining our call. My name is Chris Summers, Head of Investor Relations, and with me here today are Mirko Bibic, BCE's President and CEO, and Curtis Millen, our CFO. You can find all o ...

Tapestry (NYSE:TPR) Q2 2026 Earnings call February 05, 2026 08:00 AM ET Speaker2Good day, and welcome to this Tapestry conference call. Today's call is being recorded. Later, you will have the opportunity to ask questions during the question-and-answer session. To register to ask a question at any time, please press star one on your telephone keypad. At this time, for opening remarks and introductions, I would like to turn the call over to the Global Head of Investor Relations, Christina Colone.Speaker0Good ...

DHT (NYSE:DHT) Q4 2025 Earnings call February 05, 2026 08:00 AM ET Speaker6Good day, and thank you for standing by. Welcome to the Q4 2025 DHT Holdings, Inc. earnings conference 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 one and one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your questio ...

Itaú Unibanco (NYSE:ITUB) Q4 2025 Earnings call February 05, 2026 08:00 AM ET Speaker0Hello! Good morning, everyone. My name is Gustavo, and it is a pleasure to have you joining us for our fourth quarter 2025 earnings video conference. As always, Milton will walk you through our performance, and afterwards, we will have our traditional Q&A session, in which analysts and investors will be able to interact directly with us. Before handing the floor over to Milton, I would like to share a few instructions to h ...

Everest Group (NYSE:EG) Q4 2025 Earnings call February 05, 2026 08:00 AM ET Speaker4Good morning and welcome to the Everest Group, Ltd. 4th quarter of 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing * then 0 on your telephone keypad. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press * then 1 on your telephone keypad. To withdraw your question, p ...

Sirius XM (NasdaqGS:SIRI) Q4 2025 Earnings call February 05, 2026 08:00 AM ET Speaker2Greetings. Welcome to the SiriusXM fourth quarter and full year 2025 earnings conference call. At this time, all participants will be in listen-only mode. The question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. Now, my pleasure to introduce Maggie Mitchell, Senior Vic ...

Kulicke and Soffa Industries (NasdaqGS:KLIC) Q1 2026 Earnings call February 05, 2026 08:00 AM ET Speaker6Greetings, and welcome to the Kulicke & Soffa first quarter 2026 earnings call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to intr ...

Financial Data and Key Metrics Changes - In Q4 2025, total revenue was approximately $12.5 billion, flat year-over-year, while the growth portfolio revenue increased by 15% to $7.4 billion, representing nearly 60% of total revenue [12][13] - For the full year, the growth portfolio grew 17%, offsetting a decline of roughly $4 billion in revenue from the legacy portfolio [4][5] - Adjusted diluted earnings per share for Q4 were $1.26, and for the full year, it was $6.15, both including a net charge related to in-process R&D and licensing income [18][19] Business Line Data and Key Metrics Changes - Opdivo revenue grew 7% to nearly $2.7 billion in Q4, driven by new indications and share growth in first-line non-small cell lung cancer [14] - Reblozyl delivered 21% growth, reflecting solid uptake across first- and second-line MDS-associated anemia patients [15] - Breyanzi's revenue increased by 47% in Q4, driven by strong demand across its approved indications [15] - Eliquis revenue was nearly $3.5 billion in Q4, up 6%, supported by demand growth and market share gains [16] - Camzyos revenue grew 57% to $353 million in Q4, benefiting from global demand growth [16] Market Data and Key Metrics Changes - The company anticipates a revenue decline for the legacy portfolio of 12%-16% in 2026 due to ongoing loss of exclusivity impacts [11] - Eliquis is projected to grow 10%-15% in 2026, driven by global demand growth and a recent price reduction [11] Company Strategy and Development Direction - The company aims to deliver industry-leading sustainable growth into the 2030s and beyond, focusing on executing its growth strategy and advancing its pipeline [10][22] - The company plans to report top-line registrational data for six potential new products in 2026, with more than 30 meaningful launch opportunities expected by 2030 [8][9] - The company is committed to maintaining a strong cost-savings initiative, targeting an additional $1 billion in savings over 2026 and 2027 [17][48] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver long-term value for patients and shareholders, highlighting a strong performance in 2025 [22] - The company is optimistic about the upcoming data readouts and the potential for new medicines to enhance its growth profile [8][9] Other Important Information - The company has a strong financial position with approximately $11 billion in cash equivalents and marketable securities as of December 31, 2025 [18] - The effective tax rate for Q4 was 22.1%, reflecting a one-time non-tax deductible in-process R&D charge related to the Orbital acquisition [17] Q&A Session Summary Question: Insights on pivotal catalysts and growth areas - Management highlighted the excitement around upcoming data readouts for six products and the potential for over 10 phase III data readouts in 2026, emphasizing the growth of the CELMoD program and the potential of Milvexian in AFib [26][27] Question: Eliquis dynamics and business development priorities - Eliquis is expected to continue strong performance in 2026, with a 75% market share in the U.S. Management is focused on deepening presence in existing therapeutic areas while remaining opportunistic in business development [35][36] Question: Updates on Milvexian and metabolic opportunities - The Milvexian study is progressing well, with a focus on demonstrating non-inferiority to Eliquis. Management is also monitoring the metabolic space but prioritizing existing therapeutic areas for business development [41][42] Question: Admilparant's hypotension risk and generic competition - Management addressed the manageable hypotension risk associated with Admilparant and discussed expectations for generic competition for Eliquis and Orencia, with significant impacts anticipated in 2026 and 2027 [82][83]

Aflac (NYSE:AFL) Q4 2025 Earnings call February 05, 2026 08:00 AM ET Speaker8Good morning, everyone, and welcome to the Aflac Incorporated Fourth Quarter 2025 Earnings Conference Call. All participants will be in a 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 and then one on your touchtone phone. To withdraw your qu ...