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.

3,867 transcripts · 1,789 companiesHow to read a callBy API: the earnings call transcripts API.

Older calls

Page 163 of 323 · 3,867 calls

  • Cadence Design Systems (CDNS) Q2 2026 earnings call

    Management framed the quarter as broad-based acceleration, with AI strengthening every business and agentic design creating a new long-term expansion opportunity.

    Jul 27, 2026Confident0.90
  • Navitas Semiconductor (NVTS) Q2 2026 earnings call

    Management framed the quarter as evidence Navitas 2.0 is effectively complete, with growth arriving earlier and broadening across AI infrastructure programs before 800-volt adoption.

    Jul 27, 2026Not scoredn/a
  • Rambus (RMBS) Q2 2026 earnings call

    Management framed the quarter as broad-based execution, with rising AI-related memory demand offset by supply constraints and uncertain platform timing.

    Jul 27, 2026Confident0.76
  • F5 (FFIV) Q4 2026 earnings call

    Management framed the quarter as structurally driven growth, with AI expanding both direct security demand and indirect hardware infrastructure needs.

    Jul 27, 2026Confident0.86
  • Opko Health (OPK) Q2 2026 earnings call

    Management framed the quarter around tighter operations funding pipeline development, while emphasizing clinical milestones and a slower-than-expected 4K Score expansion.

    Jul 27, 2026Positive0.55
  • Baker Hughes (BKR) Q2 2026 earnings call

    Management framed the quarter as resilient execution amid Middle East disruption, with power, LNG and Chart integration expanding the growth runway.

    Jul 27, 2026Confident0.86
  • Central Pacific Financial (CPF) Q2 2026 earnings call

    Management framed the quarter as disciplined execution, with stable funding, moderated repricing benefits, stronger second-half growth expectations, and measured technology investment.

    Jul 24, 2026Confident0.78
  • Tenet Healthcare (THC) Q2 2026 earnings call

    Management framed the quarter as broad-based operating outperformance, with planned cost initiatives offsetting exchange erosion and supporting higher full-year guidance.

    Jul 24, 2026Confident0.78
  • Ovintiv (OVV) Q2 2026 earnings call

    Management framed the quarter as evidence that operational outperformance can lift production and buybacks without adding capital, while preserving flexibility for future investment.

    Jul 24, 2026Confident0.78
  • HCA Healthcare (HCA) Q2 2026 earnings call

    Management framed demand as resilient but highlighted a larger-than-expected exchange payer-mix shock, with cost initiatives and capital investment cushioning the impact.

    Jul 24, 2026Mildly positive0.35
  • Sensient Technologies (SXT) Q2 2026 earnings call

    Management framed the quarter as a stronger-than-expected start, with natural-color conversions accelerating and investments supporting a multiyear growth opportunity.

    Jul 24, 2026Confident0.84
  • Customers Bancorp (CUBI) Q2 2026 earnings call

    Management framed the quarter as evidence its organic-growth strategy is working, while emphasizing AI productivity, lower-cost deposits and a stronger second-half trajectory.

    Jul 24, 2026Confident0.78

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