Business

Oscar Health, Inc. (OSCR) Q4 2025 Earnings Call Transcript

Published

4 weeks ago

10 February 2026

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Oscar Health, Inc. (OSCR) Q4 2025 Earnings Call February 10, 2026 8:00 AM EST

Company Participants

Chris Potochar – Vice President of Treasury & Investor Relations
Mark Bertolini – CEO & Director
Richard Blackley – Chief Financial Officer

Conference Call Participants

Joshua Raskin – Nephron Research LLC
Jessica Tassan – Piper Sandler & Co., Research Division
Jonathan Yong – UBS Investment Bank, Research Division
John Ransom – Raymond James & Associates, Inc., Research Division
Stephen Baxter – Wells Fargo Securities, LLC, Research Division
Samuel Becker – Goldman Sachs Group, Inc., Research Division
Raj Kumar – Stephens Inc., Research Division
Craig Jones – BofA Securities, Research Division

Presentation

Operator

Good morning. My name is Jeannie, and I will be your conference operator today. At this time, I would like to welcome everyone to Oscar Health’s Fourth Quarter and Full Year 2025 Earnings Conference Call. [Operator Instructions] I will now turn the call over to Chris Potochar, Vice President of Treasury and Investor Relations.

Chris Potochar
Vice President of Treasury & Investor Relations

Good morning, everyone. Thank you for joining us for our fourth quarter and full year 2025 earnings call. Mark Bertolini, Oscar Health’s Chief Executive Officer; and Scott Blackley, Oscar Health’s Chief Financial Officer, will host this morning’s call. This call can also be accessed through our Investor Relations website at ir.hioscar.com. Full details of our results and additional management commentary are available in our earnings release which can be found on our Investor Relations website at ir.hioscar.com. Any remarks that Oscar makes about the future constitute forward-looking statements within the meaning of safe harbor provisions under the Private Securities Litigation Reform Act of 1995.

Actual results may differ materially from those indicated by those forward-looking statements as a result of various important factors, including those discussed in our quarterly report on Form 10-Q for the period ended

Business

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NewsAdmin

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Medtronic plc (MDT) Presents at Leerink Global Healthcare Conference 2026 Transcript

Published

8 minutes ago

11 March 2026

NewsAdmin

Medtronic plc (MDT) Leerink Global Healthcare Conference 2026 March 11, 2026 9:20 AM EDT

Company Participants

Thierry Pieton – Executive VP & CFO

Conference Call Participants

Michael Kratky – Leerink Partners LLC, Research Division

Presentation

Michael Kratky
Leerink Partners LLC, Research Division

All right. I think we can kick things off. But thank you all for joining. My name is Mike Kratky. I’m our Senior MedTech Analyst at Leerink and thrilled to be joined today by Medtronic’s CFO, Thierry Pieton. So thanks so much for joining.

Thierry Pieton
Executive VP & CFO

Yes. Thanks for having me.

Question-and-Answer Session

Michael Kratky
Leerink Partners LLC, Research Division

You just passed the 1-year mark at Medtronic. We’d love to maybe kick it off by hearing from your perspective, how the business has evolved over the last year. And as you look out over the next 12 months, what gets you most excited?

Thierry Pieton
Executive VP & CFO

Yes. Look, first of all, it’s been an interesting 12 months. I mean we’ve had a lot of things going on between sort of accelerating some of the new product launches and some of the portfolio actions that we’ve taken that I’m sure we’ll talk about, the IPO of MiniMed and we’re going back on offense in M&A, and we’ve done a couple of things in the last 3 or 4 months. So it’s been pretty busy. Look, I think the business has growing confidence.

I think a lot of the work that has been done for several years in the past few years to build the portfolio and to reinforce some of the operating mechanisms in the team and to work on R&D on some of the innovations that we’re launching now, it’s starting to pay off. And I think there’s a lot of excitement

Business

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Geox FY2025 presentation: net loss halved despite 8% sales decline

Published

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Business

Total Energy Services Inc. (TOT:CA) Q4 2025 Earnings Call Transcript

Published

56 minutes ago

11 March 2026

NewsAdmin

Conference Call Participants

Josef Schachter – Schachter Energy Research Services Inc.
Tim Monachello – ATB Cormark Capital Markets Inc., Research Division

Presentation

Operator

Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today. At this time, I would like to welcome you to the Total Energy Services Fourth Quarter and Full Year 2025 Results Conference Call. [Operator Instructions] Thank you.

I would now like to turn the conference over to Mr. Daniel Halyk, President and Chief Executive Officer. Please go ahead.

Daniel Halyk
President, CEO & Director

Thank you, Krista. Good morning, and welcome to Total Energy Services Fourth Quarter 2025 Conference Call. Present with me is Yuliya Gorbach, Total’s VP, Finance and CFO. We will review with you Total’s financial and operating highlights for the 3 months ended December 31, 2025, and then provide an outlook for our business and open up the phone lines for questions. Yuliya, please go ahead.

Yulia Gorbach
VP of Finance & CFO

Thank you, Dan. During the course of this conference call, information may be provided containing forward-looking information concerning Total’s projected operating results, anticipated capital expenditure trends and projected activity in the oil and gas field industry. Actual events or results may differ materially from those reflected in Total’s forward-looking statements due to a number of risks, uncertainties and other factors affecting Total’s businesses and the oil and gas service industry in general. These risks, uncertainties and other factors are described under the heading Risk Factors and elsewhere in Total’s most recently filed annual information form and other documents filed with Canadian provincial securities authorities that are available

Business

Xeris Biopharma Holdings, Inc. (XERS) Presents at Barclays 28th Annual Global Healthcare Conference Transcript

Published

1 hour ago

11 March 2026

NewsAdmin

Xeris Biopharma Holdings, Inc. (XERS) Barclays 28th Annual Global Healthcare Conference March 11, 2026 11:30 AM EDT

Company Participants

John Shannon – CEO & Director
Steven Pieper – Chief Financial Officer

Conference Call Participants

Jenna Davidner – Barclays Bank PLC, Research Division

Presentation

Jenna Davidner
Barclays Bank PLC, Research Division

All right. I think we’re all set.

Good morning. It’s still morning. Good morning, and welcome to the Barclays Miami Healthcare Conference. My name is Jenna Davidner. I’m one of the analysts here on the Specialty Pharmaceuticals team. And on stage with me, I have Xeris Biopharma. And from the company, we have the CEO, John Shannon. And on the end, we have Steve Pieper, the CFO.

Thank you, guys, for joining, and welcome to the conference.

John Shannon
CEO & Director

Thanks for having us.

Question-and-Answer Session

Jenna Davidner
Barclays Bank PLC, Research Division

So maybe just to level set the conversation, John, can you just give investors that are less familiar a brief overview of the company and your current product portfolio?

John Shannon
CEO & Director

Yes. I’ll just go really high level because I know we’re going to dig into some of this. So Xeris is a — it’s a fast-growing commercial biopharma company. We have 3 commercial products on the market, Gvoke for hypoglycemia. It’s a rescue pen for hypoglycemia, basically an EpiPen for diabetics.

Keveyis. Keveyis is for primary periodic paralysis, which is an ultra-rare hereditary genetic disorder. We can talk a little bit about that asset in a little bit. And then Recorlev. Recorlev is for hypercortisolemia and Cushing’s syndrome, which is our big grower in the business.

On top of that, we have XP-8121, which is our next potential blockbuster, and that’s a once-weekly subcu levothyroxine for hypothyroidism. And that’s Phase III ready. We’re going to get that