)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Resideo Technologies (REZI) investor relations material
Resideo Technologies Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Raymond James TMT and Consumer Conference summary9 Dec, 2025
Company overview and business segments
Operates in two segments: ADI (distribution, commercial focus) and Products & Solutions (P&S, residential infrastructure products).
ADI leads in low-voltage distribution and acquired Snap One, expanding into high-end residential AV.
P&S includes brands like First Alert and Honeywell Home, focusing on safety, security, water, energy, and air quality for homes.
Products are integral to home infrastructure and typically remain with the property after sale.
Recent strategic developments
Settled a complex indemnification agreement with Honeywell for $1.625 billion, converting it to standard debt and removing restrictive covenants.
Announced separation of ADI and P&S to allow each to operate independently, with completion targeted for the second half of next year.
CEO plans to retire post-separation; current segment leaders will become CEOs of the standalone businesses.
Operational separation focuses on IT systems, with about 20% of platforms shared; timeline depends on successful separation.
Business profiles and investor positioning
P&S targets low to mid-single-digit organic revenue growth, 43% gross margin, and aims for 300-500 bps margin expansion over 3-5 years.
ADI targets mid to high-single-digit organic growth, with gross margins in the low 20% range and a goal to reach 10% adjusted EBITDA margin.
Each business appeals to different investor profiles due to distinct growth, margin, and market focus.
Separation aims to clarify value and allow tailored capital allocation and strategy.
IT separation timeline for spin
ADI's path to 10% Adjusted EBITDA margin
Snap One synergy update and implications
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Resideo Technologies earnings date
Q4 202519 Feb, 2026
Next Resideo Technologies earnings date
Q4 202519 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Resideo Technologies Inc manufactures and distributes smart home products and security systems. The company’s offerings include thermostats, air and water monitoring systems, and home security devices. It also provides energy management and monitoring software for residential applications. The company is headquartered in Scottsdale, Arizona, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage