Bentley Systems (NASDAQ:BSY) executives used the company’s fourth-quarter earnings call to highlight steady subscription-led growth in 2025, a financial outlook calling for continued low double-digit momentum in 2026, and what leadership described as a long-term opportunity to apply artificial intelligence across infrastructure engineering workflows. 2025 results: subscription growth and margin expansion For full-year 2025, CFO […]

Arbe Robotics (NASDAQ:ARBE) used its fourth-quarter and full-year 2025 earnings call to outline a strategic shift toward markets with shorter adoption cycles, highlight recent commercial activity across several non-automotive verticals, and announce a planned leadership transition. Management said the company has broadened its focus beyond Western passenger-vehicle OEM programs due to uncertainty around Level 3 […]

Alkami Technology (NASDAQ:ALKT) reported fourth-quarter and full-year 2025 results that management said exceeded consensus expectations for revenue and adjusted EBITDA, driven by strong sales execution, expanding profitability, and continued progress integrating its MANTL acquisition. Executives also outlined 2026 guidance that reflects ongoing demand but incorporates timing-related headwinds tied to lower termination fees and longer implementation […]

Tempus AI (NASDAQ:TEM) executives highlighted accelerating growth across both its diagnostics and data businesses during the company’s fourth-quarter and full-year 2025 fiscal results conference call, pointing to strong oncology testing demand, rapid adoption of minimal residual disease (MRD) testing, and expanding data licensing activity. Management characterizes 2025 as “exceptional,” with core revenue up more than […]

Appen (ASX:APX) executives said FY25 marked a “year of meaningful progress,” pointing to revenue growth excluding the impact of Google, improving margins driven by higher-value generative AI work, and particularly strong performance from the company’s China segment. FY25 results: revenue growth, margin improvement, and strong Q4 finish Management reported group revenue of $230.8 million, up […]

Objective (ASX:OCL) reported its first-half FY2026 results with management emphasizing continued subscription-led growth, expanding cloud adoption and what it described as a growing opportunity to deliver AI-driven productivity gains for government and regulated-industry customers. Financial snapshot and subscription mix Chief executive Tony Walls and chief financial officer Ben Tregoning said the company has completed its […]

PlaySide Studios (ASX:PLY) reported first-half results it said marked a key milestone following an April restructure, with management pointing to improved operating discipline, stronger profitability, and a healthier cash position ahead of a “stronger second half” driven by the global launch of Mouse. First-half financial performance and cost base reset Management said the company delivered […]

Akamai Technologies (NASDAQ:AKAM) reported fourth-quarter 2025 results that management said reflected continued progress in repositioning the company toward cybersecurity and cloud infrastructure, while also highlighting new investments tied to its AI inference strategy. Fourth-quarter financial performance CEO Tom Leighton said Akamai delivered “strong fourth quarter results,” with revenue of $1.095 billion, up 7% year-over-year as […]

Pulse Biosciences (NASDAQ:PLSE) used its fourth-quarter and full-year 2025 earnings call to outline progress across its nanosecond pulsed field ablation (nsPFA) platform, including advancing two atrial fibrillation (AF) programs toward pivotal-stage development and continuing a controlled early commercial rollout of its Vibrance soft-tissue ablation system. 2025 milestones and 2026 priorities Chief Executive Officer Paul LaViolette […]

Cadence Design Systems (NASDAQ:CDNS) reported what management described as an “excellent” finish to fiscal 2025, highlighted by double-digit growth, operating leverage, and a record backlog as customers increase design activity tied to AI infrastructure and more in-house silicon development. 2025 results: revenue growth, margin expansion, and record backlog CEO Anirudh Devgan said Cadence closed “an […]

Lycopodium (ASX:LYL) told investors its first-half performance met profit expectations and management continues to see robust demand for the group’s engineering and project delivery services, despite timing delays on two major prospects that prompted a revision to full-year revenue guidance. Financial results and dividend In its first-half investor presentation, Lycopodium reported revenue of AUD 174.5 […]

Medtronic (NYSE:MDT) executives used the company’s latest earnings call to highlight accelerating growth in several product areas, progress on multiple U.S. launches, and reiterated financial guidance for fiscal 2026 while maintaining an outlook for high single-digit adjusted EPS growth in fiscal 2027. Growth drivers: hypertension, pelvic health, and U.S. surgical robotics Management emphasized progress beyond […]