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.

3,857 transcripts · 1,783 companiesHow to read a callBy API: the earnings call transcripts API.

Older calls

Page 148 of 322 · 3,857 calls

  • Lightspeed Commerce (LSPD) Q1 2027 earnings call

    Management framed year two of its refresh as disciplined execution: prioritize higher-quality customers, monetize the installed base, and improve profitability and free cash flow.

    Jul 30, 2026Confident0.73
  • TAL Education Group (TAL) Q1 2027 earnings call

    Management framed FY27 around disciplined growth and efficiency, with human-centered offline learning and technology-enabled products supporting longer-term engagement.

    Jul 30, 2026Positive0.63
  • Agios Pharmaceuticals (AGIO) Q2 2026 earnings call

    Management framed the quarter as disciplined launch execution, with thalassemia broadening beyond early adopters and sickle-cell preparation becoming the next catalyst. $5 million of U.S.

    Jul 30, 2026Confident0.82
  • Butterfly Network (BFLY) Q2 2026 earnings call

    Management portrayed embedded, enterprise software, medical education, and home care as mutually reinforcing growth engines, while commercial timing remains milestone-dependent.

    Jul 30, 2026Confident0.86
  • CCC Intelligent Solutions Holdings (CCC) Q2 2026 earnings call

    Management framed AI as moving from pilots to production, with ecosystem integration driving expansion beyond the reported quarter.

    Jul 30, 2026Confident0.86
  • Everest Group (EG) Q2 2026 earnings call

    Management framed the quarter as disciplined portfolio reshaping, stronger capital flexibility, and proactive reserve actions despite softening markets and casualty uncertainty.

    Jul 30, 2026Positive0.68
  • Invitation Homes (INVH) Q2 2026 earnings call

    Management framed improving rent momentum and cost discipline as supporting a modest guidance lift, while stressing second-half execution and property-tax uncertainty.

    Jul 30, 2026Positive0.65
  • KKR (KKR) Q2 2026 earnings call

    Management framed KKR as operating strongly despite industry pessimism, emphasizing structural growth, fundraising momentum, monetizations and earnings visibility.

    Jul 30, 2026Confident0.78
  • LKQ (LKQ) Q2 2026 earnings call

    Management framed the quarter as evidence of North American progress overshadowed by Europe’s ERP disruption, while stressing accountability and a measured recovery.

    Jul 30, 2026Cautious-0.25
  • Mid-America Apartment Communities (MAA) Q2 2026 earnings call

    Management framed the recovery as broadening but slower than planned, with resilient demand and easing supply supporting improving second-half pricing.

    Jul 30, 2026Positive0.55
  • Madrigal Pharmaceuticals (MDGL) Q2 2026 earnings call

    Management framed Resmetirom as the foundational MASH therapy, emphasizing durable launch momentum, market expansion and a combination-focused pipeline while avoiding a firm F4C readout date.

    Jul 30, 2026Confident0.78
  • Sirius XM Holdings (SIRI) Q2 2026 earnings call

    Management framed the quarter as evidence of stronger subscriber economics, advertising momentum, and cost discipline, while emphasizing cautious acquisition and investment-led growth.

    Jul 30, 2026Confident0.72

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