)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Wealthfront (WLTH) investor relations material
Wealthfront IPO filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.IPO filing summary29 Sep, 2025
Company overview and business model
Operates a technology-driven financial solutions platform targeting digital natives (Millennials, Gen Z, and later generations), offering cash management, investment advisory, borrowing/lending, and financial planning products.
Focuses on automation, proprietary infrastructure, and a product-led growth strategy, resulting in low costs, high scalability, and high client retention.
Aligns incentives with clients by sharing cost savings, offering low fees, high APYs, and transparent, digital-first experiences.
Grown to over 1.3 million funded clients and $88.2B in platform assets as of July 31, 2025.
Financial performance and metrics
Fiscal 2025 revenue: $308.9M (43% YoY growth); net income: $194.4M (63% net income margin); Adjusted EBITDA: $142.7M (46% margin).
Platform assets grew 39% YoY to $80.2B as of Jan 31, 2025, and 24% YoY to $88.2B as of July 31, 2025.
Cash management revenue comprised 75% of total revenue in fiscal 2025; investment advisory 24%.
Annual client retention rate ~95% for fiscal 2024 and 2025; annual net revenue retention >120% for 11 consecutive years.
Over 50% of new clients referred by existing clients in the past two years.
Use of proceeds and capital allocation
Net proceeds will be used for working capital, general corporate purposes (including product development, admin, capital expenditures), regulatory capital needs, and tax withholding obligations related to RSU settlements.
May use a portion for acquisitions or investments in complementary businesses, products, or technologies.
Wealthfront's AI strategy for client-facing products?
How do interest rate shifts impact revenue mix?
Sustain 55k clients per product specialist?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, 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
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