Cogent(CCOI) - 2025 Q3 - Earnings Call Transcript
2025-11-06 22:30
Cogent Communications (NasdaqGS:CCOI) Q3 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker1Good morning and welcome to the Cogent Communications Holdings third quarter 2025 earnings conference call. As a reminder, this conference call is being recorded, and it will be available for replay at www.cogentco.com. A transcript of this conference call will be posted on Cogent's website when it becomes available. Cogent's summary of financial and operational results attached to its press release can be down ...
OpenText(OTEX) - 2026 Q1 - Earnings Call Transcript
2025-11-06 22:30
Open Text (NasdaqGS:OTEX) Q1 2026 Earnings Call November 06, 2025 08:30 AM ET Speaker2Thank you for standing by. This is the conference operator. Welcome to the OpenText Corporation First Quarter Fiscal 2026 Financial Results Conference Call. As a reminder, all participants are in listen-only mode, and the conference is being recorded. After the presentation, there will be an analyst Q&A session. To join the question queue, simply press star then one on your touch-tone phone. Should anyone need assistance d ...
skillz(SKLZ) - 2025 Q3 - Earnings Call Transcript
2025-11-06 22:30
财务数据和关键指标变化 - 第三季度GAAP收入为2700万美元 环比增长9% 同比增长11% [6][15] - 第三季度调整后EBITDA亏损为1200万美元 环比减少3% 同比亏损收窄15% [6][15] - 第三季度付费月活跃用户为15.5万 环比增长6% 同比增长28% [6][15] - 第三季度净亏损1700万美元 同比改善17% [15] - 研发费用500万美元 同比增长15% [15] - 销售和营销费用1700万美元 同比下降10% [15] - 一般及行政费用1700万美元 同比下降4% [15] - 期末现金余额为2.13亿美元 包括100万美元限制性现金 未偿还债务本金为1.297亿美元 [15] 各条业务线数据和关键指标变化 - Aarki广告技术业务净收入同比增长超过100% 利润率持续改善 [10] - 自营游戏《Solitaire Skills》在本季度推出 作为新功能测试平台 [8] - 7500万美元开发者加速器计划吸引强烈开发者兴趣 更多游戏正在开发中 [8] - Aarki在iOS和Android操作系统推出新AI驱动产品 推动可衡量规模和效率 [8] 公司战略和发展方向和行业竞争 - 公司四大业务支柱包括:增强玩家和开发者参与平台、提升组织效率、市场进入策略和货币化、盈利路径 [7][9][10] - 通过游戏和AI驱动广告技术结合 计划扩展到电子商务、互动娱乐和零售媒体等相邻垂直领域 [13] - 继续针对Papaya和Voodoo Games提起诉讼 指控其使用机器人程序 [10][11] - 与Tether的争议中 两款游戏《Solitaire Q》和《21 Blitz》将在平台上保留最多18个月 [11] - 强调参与度和质量而非数量 付费MAU增长而总MAU小幅下降 [9] 管理层对经营环境和未来前景的评论 - 在通常季节性疲软的秋季体育赛季实现了连续季度增长 [6] - 公司正在努力完成2024年年度报告和2025年第一季度、第二季度季度报告的申报工作 [2][3] - 预计在2025年12月17日前完成10-K和10-Q申报 该日期在纽交所批准的延长期内 [4] - 公司致力于尽快达到纽交所上市标准合规要求 [4] - 业务进展令人鼓舞 为股东创造长期价值奠定基础 [12][13][15] 其他重要信息 - 公司因未能按时提交2024年年度报告收到纽交所不合规通知 [3] - 正在扩大印度办事处团队 本次电话会议即从印度办公室举办 [9] - 预计在2026年3月游戏开发者大会上展示新游戏 部分将采用新技术 [8] - 纽约南区法院法官驳回了Papaya的简易判决动议 案件将进入审判阶段 [11] 总结问答环节所有的提问和回答 - 本次电话会议没有进行问答环节 主持人宣布会议结束 [17]
Novavax(NVAX) - 2025 Q3 - Earnings Call Transcript
2025-11-06 22:30
Novavax (NasdaqGS:NVAX) Q3 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker0Morning and welcome to Novavax Third Quarter 2025 Financial Results and Operational Highlights 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 the digit one on your touch-tone phon ...
Ligand(LGND) - 2025 Q3 - Earnings Call Transcript
2025-11-06 22:30
Ligand Pharmaceuticals (NasdaqGM:LGND) Q3 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker0Thank you for standing by. Welcome to Ligand Third Quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press the star followed by the number one on your telephone keypad. If you would like to withdraw your question, please press the s ...
MKS Instruments(MKSI) - 2025 Q3 - Earnings Call Transcript
2025-11-06 22:30
MKS Instruments (NasdaqGS:MKSI) Q3 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker1Good day, and thank you for standing by. Welcome to the MKS Third Quarter 2025 Earnings Conference. At this call 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'll need to press star 11 on your telephone. You'll then hear an automated message advising your hand is raised. To withdraw your questio ...
Appian(APPN) - 2025 Q3 - Earnings Call Transcript
2025-11-06 22:30
Appian (NasdaqGM:APPN) Q3 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Appian Third Quarter 2025 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 1 1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question ...
TripAdvisor(TRIP) - 2025 Q3 - Earnings Call Transcript
2025-11-06 22:30
TripAdvisor (NasdaqGS:TRIP) Q3 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker1Thank you for standing by. Welcome to the Tripadvisor Third Quarter 2025 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 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press ...
Vericel (VCEL) - 2025 Q3 - Earnings Call Transcript
2025-11-06 22:30
Vericel (NasdaqGM:VCEL) Q3 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker1Good day and welcome to the Vericel Corporation Third Quarter 2025 earnings call. Today's conference is being recorded. At this time, I would like to turn the conference over to Eric Burns, Vericel's Vice President of Finance and Investor Relations. Please go ahead.Speaker2Thank you, Operator, and good morning, everyone. Joining me on today's call are Vericel's President and Chief Executive Officer, Nick Colangelo, and our C ...
Coty(COTY) - 2025 FY - Earnings Call Transcript
2025-11-06 22:30
Coty (NYSE:COTY) FY 2025 Annual General Meeting November 06, 2025 08:30 AM ET Speaker1Good morning and welcome to the Coty Annual Meeting of Stockholders audio webcast. All participants will be in a listen-only mode. Please note that this event is being recorded, and a replay will be available shortly after the meeting concludes. I would now like to turn the conference over to your host, Ms. Kristin Blazewicz, Chief Legal Officer and Secretary of Coty. Please go ahead.Speaker0Good morning, ladies and gentle ...