NKE · NIKE, Inc. · Earnings Call Transcripts & Audio
$35.68
+0.28 (+0.79%)
At close · Oct 1
Return incl. dividend (before tax)
Earnings today
Market Cap
$53.04B
Shares
1.48B
Volume · Oct 1
11.03M
Avg daily vol (3M)
27.27M
NIKE, Inc. Earnings Call Transcripts
Quarterly earnings calls for NIKE, Inc. (NKE), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲17.2%
$13.31B
$1.33B
'23 Q2
22-12-20
▲14%
$12.39B
$1.24B
'23 Q3
23-03-21
▲4.8%
$12.82B
$1.03B
'23 Q4
23-06-29
▲2%
$12.94B
$1.45B
'24 Q1
23-09-28
▲0.5%
$13.39B
$1.58B
'24 Q2
23-12-21
▲0.3%
$12.43B
$1.17B
'24 Q3
24-03-21
▼1.7%
$12.61B
$1.50B
'24 Q4
24-06-27
▼10.4%
$11.59B
$1.05B
'25 Q1
24-10-01
▼7.7%
$12.35B
$1.16B
'25 Q2
24-12-19
▼9.3%
$11.27B
$794.00M
'25 Q3
25-03-20
▼12%
$11.10B
$211.00M
'25 Q4
25-06-26
▲1.1%
$11.72B
$727.00M
'26 Q1
25-09-30
▲0.6%
$12.43B
$792.00M
'26 Q2
25-12-18
▲0.1%
$11.28B
$520.00M
'26 Q3
26-03-31
LATEST
▼1.1%
$10.97B
$1.07B
'26 Q4
26-06-30
Earnings call
FY27 · Q1
2026-10-01
NIKE, Inc. (NKE) Q1 2027 Earnings Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-06-30
NIKE, Inc. (NKE) Q4 2026 Earnings Call Transcript
Positive tone
North America wholesale comeback
Gross margin stabilization and supply chain cost actions
Global Football and World Cup activation
Revenue
$10.97B*
▼ 1.1% YoY Gross margin
49.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2026-03-31
NIKE, Inc. (NKE) Q3 2026 Earnings Call Transcript
Positive tone
North America wholesale momentum
Greater China and other lagging businesses
Integrated marketplace and supply chain rewire
Revenue
$11.28B
▲ 0.1% YoY Diluted EPS
$0.35
▼ 35.2% YoY Gross margin
40.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2025-12-18
NIKE, Inc. (NKE) Q2 2026 Earnings Call Transcript
Positive tone
Wholesale and direct channel dynamics
North America strength
China turnaround
Revenue
$12.43B
▲ 0.6% YoY Diluted EPS
$0.53
▼ 32.1% YoY Gross margin
40.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-09-30
NIKE, Inc. (NKE) Q1 2026 Earnings Call Transcript
Positive tone
Sport Offense Reorganization
Greater China Headwind
NIKE Direct / Digital Marketplace Reset
Revenue
$11.72B
▲ 1.1% YoY Diluted EPS
$0.49
▼ 30% YoY Gross margin
42.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-06-26
NIKE, Inc. (NKE) Q4 2025 Earnings Call Transcript
Balanced tone
Win Now turnaround actions
China marketplace recovery
Sport offense reorganization
Revenue
$11.10B*
▼ 12% YoY Gross margin
40.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-03-20
NIKE, Inc. (NKE) Q3 2025 Earnings Call Transcript
Positive tone
Wholesale and NIKE Direct marketplace
Product innovation and portfolio diversification
Win Now strategic priorities
Revenue
$11.27B
▼ 9.3% YoY Diluted EPS
$0.54
▼ 29.9% YoY Gross margin
41.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-12-19
NIKE, Inc. (NKE) Q2 2025 Earnings Call Transcript
Positive tone
Sport-led product focus and franchise management
Marketplace reset and wholesale rebalance
Brand investment and storytelling over performance marketing
Revenue
$12.35B
▼ 7.7% YoY Diluted EPS
$0.78
▼ 24.3% YoY Gross margin
43.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-10-01
NIKE, Inc. (NKE) Q1 2025 Earnings Call Transcript
Cautious tone
Wholesale and partner engagement
Running and performance wins
Innovation pipeline and product launches
Revenue
$11.59B
▼ 10.4% YoY Diluted EPS
$0.70
▼ 25.5% YoY Gross margin
45.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-06-27
NIKE, Inc. (NKE) Q4 2024 Earnings Call Transcript
Cautious tone
Lifestyle weakness
Innovation pipeline and Speed Lane
NIKE Direct / Digital reset
Revenue
$12.61B*
▼ 1.7% YoY Gross margin
44.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-03-21
NIKE, Inc. (NKE) Q3 2024 Earnings Call Transcript
Positive tone
Innovation Pipeline & Air Platform
China / Greater China Business
Running Category Momentum
Revenue
$12.43B
▲ 0.3% YoY Diluted EPS
$0.77
▼ 2.5% YoY Gross margin
44.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-12-21
NIKE, Inc. (NKE) Q2 2024 Earnings Call Transcript
Revenue
$13.39B
▲ 0.5% YoY Diluted EPS
$1.03
▲ 21.2% YoY Gross margin
44.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-09-28
NIKE, Inc. (NKE) Q1 2024 Earnings Call Transcript
Revenue
$12.94B
▲ 2% YoY Diluted EPS
$0.94
▲ 1.1% YoY Gross margin
44.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-06-29
NIKE, Inc. (NKE) Q4 2023 Earnings Call Transcript
Revenue
$12.82B*
▲ 4.8% YoY Gross margin
43.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-03-21
NIKE, Inc. (NKE) Q3 2023 Earnings Call Transcript
Revenue
$12.39B
▲ 14% YoY Diluted EPS
$0.79
▼ 9.2% YoY Gross margin
43.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-12-20
NIKE, Inc. (NKE) Q2 2023 Earnings Call Transcript
Revenue
$13.31B
▲ 17.2% YoY Diluted EPS
$0.85
▲ 2.4% YoY Gross margin
42.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-09-29
NIKE, Inc. (NKE) Q1 2023 Earnings Call Transcript
Revenue
$12.69B
▲ 3.6% YoY Diluted EPS
$0.93
▼ 19.8% YoY Gross margin
44.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-06-27
NIKE, Inc. (NKE) Q4 2022 Earnings Call Transcript
Revenue
$12.23B*
▼ 0.9% YoY Gross margin
45.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-03-21
NIKE, Inc. (NKE) Q3 2022 Earnings Call Transcript
Revenue
$10.87B
▲ 5% YoY Diluted EPS
$0.87
▼ 3.3% YoY Gross margin
46.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-12-20
NIKE, Inc. (NKE) Q2 2022 Earnings Call Transcript
Revenue
$11.36B
▲ 1% YoY Diluted EPS
$0.83
▲ 6.4% YoY Gross margin
45.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-09-23
NIKE, Inc. (NKE) Q1 2022 Earnings Call Transcript
Revenue
$12.25B
▲ 15.6% YoY Diluted EPS
$1.16
▲ 22.1% YoY Gross margin
46.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-06-24
NIKE, Inc. (NKE) Q4 2021 Earnings Call Transcript
Revenue
$12.34B*
▲ 95.5% YoY Gross margin
45.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-03-18
NIKE, Inc. (NKE) Q3 2021 Earnings Call Transcript
Revenue
$10.36B
▲ 2.5% YoY Diluted EPS
$0.90
▲ 69.8% YoY Gross margin
45.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2020-12-18
NIKE, Inc. (NKE) Q2 2021 Earnings Call Transcript
Revenue
$11.24B
▲ 8.9% YoY Diluted EPS
$0.78
▲ 11.4% YoY Gross margin
43.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-09-22
NIKE, Inc. (NKE) Q1 2021 Earnings Call Transcript
Revenue
$10.59B
▼ 0.6% YoY Diluted EPS
$0.95
▲ 10.5% YoY Gross margin
44.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-06-25
NIKE, Inc. (NKE) Q4 2020 Earnings Call Transcript
Revenue
$6.31B*
▼ 38% YoY Gross margin
37.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-03-24
NIKE, Inc. (NKE) Q3 2020 Earnings Call Transcript
Revenue
$10.10B
▲ 5.1% YoY Diluted EPS
$0.53
▼ 22.1% YoY Gross margin
44.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2019-11-30
NIKE, Inc. (NKE) Q2 2020 Earnings Call Transcript
Revenue
$10.33B
▲ 10.2% YoY Diluted EPS
$0.70
▲ 34.6% YoY Gross margin
44.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-08-31
NIKE, Inc. (NKE) Q1 2020 Earnings Call Transcript
Revenue
$10.66B
▲ 7.2% YoY Diluted EPS
$0.86
▲ 28.4% YoY Gross margin
45.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–29 of 29 earnings calls
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CIK
320187
CUSIP
654106103
13F (30d)
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