Acacia Research (ACTG) Q1 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Fri, May 8, 2026 astatine 10:14 AM CDT 31 min read

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DATE

Thursday, May 7, 2026 astatine 8 a.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — Martin J. McNulty

• Chief Financial Officer — Michael Zambito

Full Conference Call Transcript

MJ McNulty, Acacia's Chief Executive Officer; and Michael Zambito, Acacia's Chief Financial Officer. Before MJ and Mike statesman their prepared remarks, delight beryllium reminded that definite accusation provided during this telephone whitethorn incorporate forward-looking statements relating to existent expectations, estimates, forecasts and projections astir aboriginal events that are forward-looking arsenic defined successful the Private Securities Litigation Reform Act of 1995. These forward-looking statements mostly subordinate to the company's plans, objectives and expectations for aboriginal operations and are based connected existent estimates and projections, aboriginal results and trends. Actual results whitethorn disagree materially from those projected arsenic a effect of definite risks and uncertainties.

For a treatment of specified risks and uncertainties, delight spot the hazard factors described successful Acacia's astir caller yearly study connected Form 10-K and quarterly reports connected Form 10-Q filed with the SEC. Earlier this morning, Acacia issued a property merchandise disclosing its archetypal 4th 2026 fiscal results. The property merchandise whitethorn beryllium accessed connected the company's website nether the Press Releases conception of the Investor Relations tab astatine acaciaresearch.com. The institution besides posted its Q1 2026 net presumption to its website, which tin beryllium recovered nether the Quarterly Results conception of the Investor Relations tab. On today's call, the squad volition sermon definite non-GAAP fiscal measures, including adjusted EBITDA for the institution and each of its operating segments.

Information regarding the comparable GAAP metrics, on with required definitions and reconciliations tin beryllium recovered successful the property merchandise disclosing archetypal 4th 2026 fiscal results disposable nether the Press Releases conception of the Investor Relations tab astatine acaciaresearch.com. I volition present crook the telephone implicit to Acacia's Chief Executive Officer, MJ McNulty.

Martin McNulty: Thank you, Lizzy, and thanks, everyone, for joining america this morning. Coming rapidly disconnected the backmost of our afloat twelvemonth 2025 call. We're excited to stock immoderate updates with you arsenic our concern continues to progress. As we person been, we proceed to enactment diligently connected our execution strategies crossed our businesses. At Benchmark, we drilled our archetypal meaningful good successful the Cherokee play, which we brought online precocious successful March. The drilling of that good and a constructive commodity terms situation person opened further charismatic instrumentality opportunities successful the Benchmark business. We're continuing to marque advancement astatine Deflecto and Printronix and we'll stock immoderate updates there.