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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Moderna (MRNA) is 8/10.
Moderna reported revenue of $235 million with COVID and RSV vaccines both at seasonal lows, while operating losses continued narrowing as cost reduction measures took full effect with total operating expenses declining 20% year-over-year. Management reiterated FY2026 revenue guidance of $3.5-4.5 billion and confirmed the multi-product commercial strategy, with the flu-COVID combination vaccine on track for regulatory submission and the CMV vaccine advancing toward a potential 2027 approval.
Scored from Moderna’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $956M | -66.0% | $-2.91 | -629.1% | -130.3% | -117.2% | $303M |
| FY2025 Q1 | $107M | -35.9% | $-2.52 | +18.2% | -981.3% | -907.5% | $-1.16B |
| FY2025 Q2 | $142M | -35.7% | $-2.13 | +36.0% | -638.7% | -581.0% | $-922M |
| FY2025 Q3 | $1.02B | -45.2% | $-0.51 | -1664.4% | -25.6% | -19.7% | $-880M |
| FY2025 Q4 | $678M | -29.1% | $-2.11 | +27.5% | -126.4% | -121.8% | $912M |
| FY2026 Q1 | $389M | +263.6% | $-3.40 | -34.9% | -356.8% | -345.2% | $-692M |
| FY2026 Q2 | $145M | +2.1% | $-1.96 | +8.0% | -562.1% | -539.3% | $-563M |