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Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call reveals mixed signals: while there's optimism with raised revenue guidance and strong B2 growth, concerns arise from AI customer variability, delays in large deals, and lack of clear timelines for growth targets. The restructuring and focus on operational efficiency are positive, but uncertainties remain. Given these factors, the overall sentiment is neutral, reflecting both potential and risks.
The earnings call summary highlights several positive aspects, such as growth in AI-related opportunities, strong customer retention, strategic alliances, and progress in go-to-market transformation. The Q&A section reveals management's focus on customer needs and value, with no immediate plans for price increases, maintaining stability. Despite some unclear responses, the overall sentiment is positive, supported by strategic investments and optimistic guidance on financial health and market strategies. The prediction is a positive stock movement of 2% to 8%.
The earnings call presents strong financial performance with 18% revenue growth and improved cash flow, alongside optimistic guidance for B2 growth and EBITDA margins. The Q&A reveals stable gross margins and strategic AI use cases, though there's a minor concern about Computer Backup's decline. Despite a secondary offering, the positive outlook for cash flow and B2 growth, plus the new data center, indicates a likely positive stock reaction.
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.