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Mattel, Inc. (MAT) Q4 2025 Earnings Call Transcript

Seeking Alpha
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⚡ Quantum Brief
Mattel reported Q4 and full-year 2025 financial results on February 10, 2026, with CEO Ynon Kreiz and CFO Paul Ruh leading the earnings call to discuss performance and strategic outlook. The company emphasized non-GAAP financial metrics and constant-currency gross billings, signaling a focus on adjusted profitability amid potential currency fluctuations during the reporting period. Analysts from major firms like UBS, Goldman Sachs, and JPMorgan participated, with strict Q&A limits (one question and one follow-up) to maximize engagement during the call. CFO Paul Ruh likely addressed cost management and revenue trends, though specific figures weren’t detailed in the transcript excerpt, leaving financial specifics to the full earnings release. The call underscored Mattel’s investor relations strategy, prioritizing transparency with supplemental materials and structured presentations to clarify performance drivers for stakeholders.
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SA Transcripts158.28K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Mattel, Inc. (MAT) Q4 2025 Earnings Call February 10, 2026 5:00 PM EST Company Participants Ynon Kreiz - Executive Chairman & CEOPaul Ruh - Chief Financial Officer Conference Call Participants Arpine Kocharyan - UBS Investment Bank, Research DivisionEric Handler - ROTH Capital Partners, LLC, Research DivisionJames Hardiman - Citigroup Inc., Research DivisionGerrick Johnson - Seaport Research PartnersKylie Cohu - Jefferies LLC, Research DivisionMegan Christine Alexander - Morgan Stanley, Research DivisionStephen Laszczyk - Goldman Sachs Group, Inc., Research DivisionChristopher Horvers - JPMorgan Chase & Co, Research Division Presentation Operator Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today. At this time, I would like to welcome everyone to the Mattel, Inc. Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] I would now like to turn the call over to Greg Gilbert, Investor Relations. Greg, please go ahead.

Unknown Executive Thank you, operator, and good afternoon, everyone. Joining me today are Ynon Kreiz, Mattel's Chairman and Chief Executive Officer; and Paul Ruh, Mattel's Chief Financial Officer. This afternoon, we reported Mattel's Fourth Quarter and Full year 2025 financial results. We will begin today's call with Ynon and Paul providing commentary on our results, after which, we will provide some time for questions. Please note that during the question-and-answer session, we respectfully ask that you limit to 1 question and 1 follow-up so that we can get to as many analysts and questions as possible today. Today's discussion, earnings release and slide presentation may reference certain non-GAAP financial measures and key performance indicators which are defined in the slide presentation and earnings release appendices. Please note that gross billings figures referenced on this call will be stated in constant currency unless stated otherwise. Our earnings release, slide presentation and supplemental non-GAAP information can be

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