Earnings call transcripts

Earnings call transcripts with speakers and Q&A, usually within hours. Each one comes with a summary, the guidance management gave, and what analysts pressed on, free to read.

3,610 transcripts · 1,695 companiesHow to read a callBy API: the earnings call transcripts API.

Older calls

Page 104 of 301 · 3,610 calls

  • Shopify (SHOP) Q3 2025 earnings call

    Management framed Shopify as compounding execution across AI, international expansion, enterprise, and merchant acquisition while preserving investment flexibility and profitability.

    Aug 05, 2026Confident0.86
  • Viasat (VSAT) Q1 2027 earnings call

    Management framed the quarter around disciplined execution and emerging dual-use growth, while acknowledging legacy-service competition and keeping strategic options open.

    Aug 04, 2026Positive0.65
  • 8x8 (EGHT) Q1 2027 earnings call

    Management framed Q1 as evidence that platform investments are converting into durable adoption, partner momentum, and greater confidence in FY27.

    Aug 04, 2026Confident0.80
  • Stride (LRN) Q4 2026 earnings call

    The call presented a cautious FY27 setup, while positioning the CEO change as an acceleration plan centered on outcomes, go-to-market, and growth.

    Aug 04, 2026Positive0.55
  • Paylocity Holding (PCTY) Q4 2026 earnings call

    AI interactions nearly doubled quarter over quarter, while management emphasized embedded workflow assistance over standalone features.

    Aug 04, 2026Confident0.78
  • Blackline (BL) Q2 2026 earnings call

    Management framed AI governance, elongated enterprise sales cycles, and platform migration as temporary pressure against strengthening strategic demand.

    Aug 04, 2026Positive0.62
  • BuzzFeed (BZFDW) Q2 2026 earnings call

    Management framed the quarter as a reset: aggressive cost reduction and debt paydown precede a broader platform and distribution expansion.

    Aug 04, 2026Mildly positive0.15
  • Callaway Golf (CALY) Q2 2026 earnings call

    Management framed the quarter as early proof that a focused pure-play golf model is improving profitability while preserving market momentum.

    Aug 04, 2026Confident0.82
  • Cricut (CRCT) Q2 2026 earnings call

    Management framed stabilization in engagement and machine demand as early validation, while acknowledging product weakness and unusually large one-time margin benefits.

    Aug 04, 2026Mildly positive0.35
  • DaVita (DVA) Q2 2026 earnings call

    Management framed the quarter as on plan, with clinically driven volume gains and expanded dialysis technology supporting longer-term growth.

    Aug 04, 2026Positive0.55
  • eHealth (EHTH) Q2 2026 earnings call

    Management framed 2026 as a bridge year, prioritizing lifetime advisory execution, cash flow improvement, and preparation for 2027 growth.

    Aug 04, 2026Positive0.55
  • Freshworks (FRSH) Q2 2026 earnings call

    Management framed Q2 as validation of an EX-led, AI-monetizing model, with pipeline and platform breadth supporting second-half confidence.

    Aug 04, 2026Confident0.86

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