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Tidewater Inc. (TDW) Q1 2025 Earnings Call Transcript

Tidewater Inc. (NYSE:TDW ) Q1 2025 Earnings Conference Call May 6, 2025 9:00 AM ET Company Participants West Gotcher - Senior Vice President of Strategy, Corporate Development and Investor Relations Quintin Kneen - President and Chief Executive Officer Piers Middleton - Chief Commercial Officer Samuel Rubio - Chief Financial Officer Conference Call Participants Jim Rollyson - Raymond James Greg Lewis - BTIG Fredrik Stene - Clarksons Securities David Smith - Pickering Energy Partners Don Crist - Johnson Rice Operator Thank you for standing by. My name is Janice, and I will be your conference operator today....

Seeking Alpha - 5/6/2025 3:02:30 PM More News for TDW
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Energizer Holdings, Inc. (ENR) Q2 2025 Earnings Call Transcript

Energizer Holdings, Inc. (NYSE:ENR ) Q2 2025 Earnings Conference Call May 6, 2025 10:00 AM ET Company Participants Jon Poldan - Vice President, Treasurer & Investor Relations Mark LaVigne - President and Chief Executive Officer John Drabik - Executive Vice President & Chief Financial Officer Conference Call Participants Peter Grom - UBS Bill Chappell - Truist Securities Lauren Lieberman - Barclays Andrea Teixeira - JPMorgan William Reuter - Bank of America Carla Casella - JPMorgan Operator Good morning, ladies and gentlemen, and welcome to the Energizer Holdings Inc. Second Quarter 2025 Results Conference Call. At this time, all lines are in listen mode and following the presentation, we will conduct a question-and-answer session....

Seeking Alpha - 5/6/2025 3:02:12 PM More News for ENR
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Telenor ASA (TELNY) Q1 2025 Earnings Call Transcript

Telenor ASA (OTCQX:TELNY) Q1 2025 Results Conference Call May 6, 2025 3:00 AM ET Company Participants Frank Maaø - Head of IR and SVP of Capital Markets Benedicte Fasmer - President & CEO Torbjorn Wist - Executive VP & CFO Conference Call Participants Andrew Lee - Goldman Sachs Keval Khiroya - Deutsche Bank Joshua Mills - Exane BNP Paribas Siyi He - Citi Fredrik Lithell - Handelsbanken Ajay Soni - JPMorgan Adam Fox-Rumley - HSBC Christoffer Bjornsen - DNB Oystein Lodgaard - ABG Sundal Collier Ulrich Rathe - Bernstein Felix Henriksson - Nordea Securities Frank Maaø Good morning, and welcome to Telenor's first quarter earnings call. My name is Frank Maaø, Head of Investor Relations, and I'm joined here by our group CEO, Benedicte Schilbred Fasmer; and our group CFO, Torbjorn Wist....

Seeking Alpha - 5/6/2025 3:02:07 PM More News for TELNY
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Constellation Energy: Winner In The Long Run, But I'm Not Bullish On The Economy Now

Constellation Energy Corporation reported a Q1 revenue of $6.69B, an 8.6% y/y increase, driven by surging electricity demand from data centers and AI infrastructure. Despite a top-line beat, Q1 non-GAAP EPS met estimates at $2.14, with positive cash flow from operations of $107M, compared to -$723M last year. Management reaffirmed its 2025 earnings guidance, reflecting confidence in underlying business, but economic uncertainty and potential demand overestimation in AI/data centers warrant caution....

Seeking Alpha - 5/6/2025 3:01:30 PM More News for CEG
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IAC Inc. (IAC) Q1 2025 Earnings Call Transcript

IAC Inc. (NASDAQ:IAC ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Christopher Halpin - Executive Vice President, Chief Financial Officer & Chief Operating Officer Neil Vogel - Chief Executive Officer, Dotdash Meredith Conference Call Participants Jason Helfstein - Oppenheimer John Blackledge - TD Cowen James Heaney - Jefferies Cory Carpenter - JPMorgan Ross Sandler - Barclays Justin Patterson - KeyBanc Tom Champion - Piper Sandler Robert Zeller - Truist Securities Ygal Arounian - Citigroup Operator Welcome to the IAC First Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode....

Seeking Alpha - 5/6/2025 3:00:23 PM More News for IAC
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LCI Industries (LCII) Q1 2025 Earnings Call Transcript

LCI Industries (NYSE:LCII ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Lillian Etzkorn - Executive Vice President & Chief Financial Officer Jason Lippert - President & Chief Executive Officer Kip Emenhiser - Vice President of Finance and Treasurer Conference Call Participants Daniel Moore - CJS Securities, Inc. Joseph Altobello - Raymond James Michael Swartz - Truist Securities Bret Jordan - Jefferies Craig Kennison - Baird Tristan Thomas-Martin - BMO Capital Markets Operator Hello, everyone, and thank you for joining the LCI Industries First Quarter 2025 Conference Call. My name is Lucy, and I will be coordinating your call today....

Seeking Alpha - 5/6/2025 2:59:05 PM More News for LCII
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Comcast names spinoff company Versant

CNBC's Alex Sherman joins 'Power Lunch' to discuss the revelation of Comcast's spinoff company....

CNBC Television - 5/6/2025 2:48:33 PM More News for CMCSA
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Palantir CEO: We're bringing revenue growth at much lower costs to regional banks

Palantir CEO Alex Karp and Tulco CEO Thomas Tull, join 'Power Lunch' to discuss Palantir's partnership with Elon Musk's xAI and bringing AI to financial services....

CNBC Television - 5/6/2025 2:47:13 PM More News for PLTR
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National Health Investors, Inc. (NHI) Q1 2025 Earnings Call Transcript

National Health Investors, Inc. (NYSE:NHI ) Q1 2025 Earnings Conference Call May 6, 2025 10:00 AM ET Company Participants Dana Hambly – Vice President, Finance and Investor Relations Eric Mendelsohn – President and CEO Kevin Pascoe – Chief Investment Officer John Spaid – Chief Financial Officer David Travis – Chief Accounting Officer Conference Call Participants Rich Anderson – Wedbush Juan Sanabria – BMO Capital Markets Farrell Granath – Bank of America Omotayo Okusanya – Deutsche Bank Austin Wurschmidt – KeyBanc Capital Markets Operator Greetings. Welcome to National Health Investors First Quarter 2025 Earnings Webcast and Conference Call....

Seeking Alpha - 5/6/2025 2:58:01 PM More News for NHI
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Golub Capital BDC, Inc. (GBDC) Q2 2025 Earnings Call Transcript

Golub Capital BDC, Inc. (NASDAQ:GBDC ) Q2 2025 Earnings Conference Call May 6, 2025 12:00 PM ET Company Participants David Golub - CEO & Director Matt Benton - COO Chris Ericson - CFO & Treasurer Conference Call Participants Finian O'Shea - Wells Fargo Robert Dodd - Raymond James Paul Johnson - KBW Operator Welcome to GBDC's Earnings Call for the Fiscal Quarter ended March 31, 2025. Before we begin, I'd like to take a moment to remind our listeners that remarks made during this call may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995....

Seeking Alpha - 5/6/2025 2:57:17 PM More News for GBDC
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Centerra Gold Inc. (CGAU) Q1 2025 Earnings Call Transcript

Centerra Gold Inc. (NYSE:CGAU ) Q1 2025 Earnings Conference Call May 6, 2025 9:00 AM ET Company Participants Lisa Wilkinson - Vice President-Investor Relations & Corporate Communications Paul Tomory - President and Chief Executive Officer Ryan Snyder - Executive Vice President and Chief Financial Officer David Hendriks - Executive Vice President and Chief Operating Officer Conference Call Participants Don DeMarco - National Bank Financial Lawson Winder - Bank of America Securities Raj Ray - Bank of Montreal Jeremy Hoy - Canaccord Genuity Anita Soni - CIBC World Markets Operator Thank you for standing by. This is the conference operator....

Seeking Alpha - 5/6/2025 2:57:13 PM More News for CGAU
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Tesla: Elon's All-In - Should You Be Too?

Tesla, Inc. has faced challenges, but recent Q1 earnings, CEO Elon Musk's renewed focus, and improved technical outlook suggest a bullish opportunity for TSLA investors. Despite revenue and net income declines, Tesla's energy storage segment is scaling rapidly, and more affordable models are expected in 2025. Improved tariff outlook and strong technical indicators provide a solid entry point, with potential for Tesla stock to reach $350-$400, possibly even $600....

Seeking Alpha - 5/6/2025 2:51:00 PM More News for TSLA
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Fidelity National Q1 Earnings Beat on Improved Recurring Revenues

FIS' Q1 results reflect a well-performing Capital Market Solutions business, partly offset by higher interest expenses. It continues to expect 2025 adjusted EPS within $5.70-$5.80....

Zacks Investment Research - 5/6/2025 2:55:31 PM More News for FIS
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Brookfield Asset Management Ltd. (BAM) Q1 2025 Earnings Call Transcript

Brookfield Asset Management Ltd. (NYSE:BAM ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Jason Fooks - Managing Director of Investor Relations Bruce Flatt - Chief Executive Officer Connor Teskey - President Hadley Peer Marshall - Chief Financial Officer Conference Call Participants Craig Siegenthaler - Bank of America Merrill Lynch Cherilyn Radbourne - TD Cowen Alexander Blostein - Goldman Sachs Group, Inc. Robert Kwan - RBC Capital Markets Benjamin Rubin - UBS Michael Cyprys - Morgan Stanley Mario Saric - Scotiabank Kenneth Worthington - JPMorgan Chase & Co. Brian Bedell - Deutsche Bank AG Operator Good day, and thank you for standing by....

Seeking Alpha - 5/6/2025 2:52:39 PM More News for BAM
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MFA Financial, Inc. (MFA) Q1 2025 Earnings Call Transcript

MFA Financial, Inc. (NYSE:MFA ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Hal Schwartz - General Counsel Craig Knutson - CEO Bryan Wulfsohn - President & CIO Mike Roper - CFO Conference Call Participants Bose George - KBW Doug Harter - UBS Steve Delaney - Citizens JMP Securities Jason Stewart - Janney Montgomery Scott Eric Hagen - BTIG Operator Greetings, and welcome to the MFA Financial First Quarter 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode....

Seeking Alpha - 5/6/2025 2:51:51 PM More News for MFA
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Boise Cascade Company (BCC) Q1 2025 Earnings Call Transcript

Boise Cascade Company (NYSE:BCC ) Q1 2025 Earnings Conference Call May 6, 2025 9:30 AM ET Company Participants Chris Forrey - VP, Finance & IR Nathan Jorgensen - CEO & Director Kelly Hibbs - SVP, CFO, Principal Financial & Accounting Officer and Treasurer Jeff Strom - COO Joanna Barney - EVP, Building Materials Distribution Conference Call Participants Susan Maklari - Goldman Sachs Kurt Yinger - D.A. Davidson George Staphos - Bank of America Securities Zack Pacheco - Loop Capital Markets Ketan Mamtora - BMO Capital Markets Reuben Garner - Benchmark Operator Good morning....

Seeking Alpha - 5/6/2025 2:50:48 PM More News for BCC
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Option Income ETFs Surge in Popularity

Option income ETFs surge in popularity with JEPQ and JEPI accumulating $5.7 billion and $3.5 billion, respectively, in capital so far this year....

Zacks Investment Research - 5/6/2025 2:50:33 PM More News for JEPI
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Weave Communications: Did They Overpay For TrueLark?

Weave's acquisition of TrueLark, a virtual receptionist, aims to enhance automation and boost profitability for SMB healthcare providers. Weave paid $35 million for TrueLark, expecting it to contribute $2.5 million in revenue for 2025. Key metrics to monitor post-acquisition include TrueLark's ARR and Weave's gross margin, with integration risks mitigated by TrueLark's lean team and equity-based earnout....

Seeking Alpha - 5/6/2025 2:50:25 PM More News for WEAV
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Korn Ferry Ranked as America's Best Executive Recruiter by Forbes Magazine

LOS ANGELES--(BUSINESS WIRE)--Korn Ferry (NYSE: KFY) has been recognized by Forbes Magazine as America's best executive recruiting firm – a top ranking achieved by the company in eight of the last nine years since Forbes and market research firm Statista began offering the annual rankings. Korn Ferry was also honored as a top professional search firm. “We're honored to be named by Forbes as America's best executive recruiter and I am enormously proud of our colleagues," said Gary Burnison, CEO,....

Business Wire - 5/6/2025 2:42:00 PM More News for KFY
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Array Technologies, Inc. (ARRY) Q1 2025 Earnings Call Transcript

Array Technologies, Inc. (NASDAQ:ARRY ) Q1 2025 Earnings Conference Call May 6, 2025 8:00 AM ET Company Participants Kevin Hostetler - CEO Keith Jennings - CFO Neil Manning - President & COO Julia Ward - IR Conference Call Participants Mark Strouse - J.P. Morgan Colin Rusch - Oppenheimer & Company David Benjamin - Mizuho Securities Phillip Shen - ROTH MKM Luke Anneser - Piper Sandler Brian Lee - Goldman Sachs Operator Greetings....

Seeking Alpha - 5/6/2025 2:46:24 PM More News for ARRY
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TreeHouse Foods, Inc. (THS) Q1 2025 Earnings Call Transcript

TreeHouse Foods, Inc. (NYSE:THS ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Matt Siler - IR Steven Oakland - Chairman, CEO, and President Patrick O'Donnell - EVP and CFO Conference Call Participants Jon Andersen - William Blair Jim Salera - Stephens, Inc. Scott Marks - Jefferies William Reuter - Bank of America Operator Welcome to the TreeHouse Foods' First Quarter 2025 Conference Call. All participants are in a listen-only mode....

Seeking Alpha - 5/6/2025 2:46:10 PM More News for THS
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Genius Sports Limited (GENI) Q1 2025 Earnings Call Transcript

Genius Sports Limited (NYSE:GENI ) Q1 2025 Earnings Conference Call May 6, 2025 8:00 AM ET Company Participants Brandon Bukstel - IR Manager Mark Locke - CEO Nicholas Taylor - CFO Conference Call Participants Jordan Bender - Citizens JMP Ryan Sigdahl - Craig-Hallum Capital Group Bernie McTernan - Needham Ben Miller - Goldman Sachs Jed Kelly - Oppenheimer Clark Lampen - BTIG Josh Nichols - B. Riley Chad Beynon - Macquarie Mike Hickey - Benchmark Eric Martinuzzi - Lake Street Capital Markets Operator Thank you for standing by....

Seeking Alpha - 5/6/2025 2:46:07 PM More News for GENI
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Realty Income's Q1 AFFO Meets Estimates, Revenues Rise Y/Y

O's first-quarter 2025 results reflect a year-over-year rise in revenues. However, higher interest expenses remain a concern....

Zacks Investment Research - 5/6/2025 2:45:29 PM More News for O
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Cisco Systems Introduces New Quantum Chip, Opens Lab Facility

The new quantum network entanglement chip works with existing fiber-optic infrastructure and is ready for scalable system deployment....

WSJ - 5/6/2025 2:44:00 PM More News for QMCO
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Amazon Is Way Too Cheap, Even With Struggles Ahead

Amazon remains a top investment despite recent bearish sentiment and a 20% stock price drop since its all-time high. The key to Amazon's long-term success lies in its focus on stable, unchanging customer desires: low prices, fast delivery, and vast selection. Building a business strategy around these stable elements ensures that efforts today will yield results for customers in the future....

Seeking Alpha - 5/6/2025 2:43:30 PM More News for AMZN
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Pixel microphone, BT fixes

The Android 15 May security patch is rolling out today for the Pixel 8, 8 Pro, 8a, 9, 9 Pro, 9 Pro XL, 9 Pro Fold, and 9a....

9to5Google - 5/6/2025 6:09:00 PM More News for
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Supreme Court allows Trump to implement transgender military ban

The Supreme Court rules on President Donald Trump's ban on transgender people serving in the military....

NBC News - 5/6/2025 6:07:00 PM More News for
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The Ravens Made It Clear That Releasing Justin Tucker Was a Football Decision

Baltimore cut the kicker on Monday, a little over three months after numerous women said he engaged in inappropriate behavior during massage sessions. But in doing so, the team let it be known that the decision was made for football reasons....

The Ringer - 5/6/2025 4:47:36 PM More News for
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Rite Aid closing all remaining New York stores after second bankruptcy filing

Rite Aid is reportedly closing the rest of its New York stores after long-standing financial issues....

amNewYork - 5/6/2025 4:25:15 PM More News for
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Krystal Biotech, Inc. (KRYS) Q1 2025 Earnings Call Transcript

Krystal Biotech, Inc. (NASDAQ:KRYS ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Stephane Paquette - VP, Corporate Development Krish Krishnan - Chairman and CEO Suma Krishnan - President, Research and Development Jennifer McDonough - SVP, Patient Access, Analytics and Operations Christine Wilson - SVP and Head, U.S. Sales and Marketing Kate Romano - CAO Conference Call Participants Alec Stranahan - Bank of America Roger Song - Jefferies Ritu Baral - TD Cowen Gavin Clark-Gartner - Evercore ISI Sami Corwin - William Blair Andrea Newkirk - Goldman Sachs Debjit Chattopadhyay - Guggenheim Securities Yigal Nochomovitz - Citigroup Operator Thank you for standing by, and welcome to the Krystal Biotech First Quarter 2025 Earnings Call. At this time, all participants are on a listen-only mode....

Seeking Alpha - 5/6/2025 2:43:13 PM More News for KRYS
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Limbach Holdings, Inc. (LMB) Q1 2025 Earnings Call Transcript

Limbach Holdings, Inc. (NASDAQ:LMB ) Q1 2025 Earnings Conference Call May 6, 2025 9:00 AM ET Company Participants Julie Kegley - Financial Profiles Michael McCann - President & Chief Executive Officer Jayme Brooks - Executive Vice President & Chief Financial Officer Conference Call Participants Rob Brown - Lake Street Capital Chris Moore - CJS Securities Gerry Sweeney - ROTH Capital Partners, LLC Brian Brophy - Stifel Operator Good morning and welcome to the First Quarter 2025 Limbach Holdings, Inc. Earnings Conference Call and Webcast. All participants will be in a listen only mode....

Seeking Alpha - 5/6/2025 2:42:41 PM More News for LMB
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Brilliant Earth Group, Inc. (BRLT) Q1 2025 Earnings Call Transcript

Brilliant Earth Group, Inc. (NASDAQ:BRLT ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Colin Bourland - Vice President of Strategy, Business Development and Investor Relations Beth Gerstein - Chief Executive Officer and Director Jeffrey Kuo - Chief Financial Officer Conference Call Participants Ashley Owens - KeyBanc Capital Markets Oliver Chen - TD Cowen Dana Telsey - Telsey Advisory Group Dylan Carden - William Blair Operator Good day and thank you for standing by. Welcome to Brilliant Earth's First Quarter 2025 Earnings Conference Call....

Seeking Alpha - 5/6/2025 2:42:13 PM More News for BRLT
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Renewable Energy & Battery Storage Stocks to Add to Your Portfolio Now

As industries are increasingly adopting renewable energy, demand for energy storage solutions is surging. You may consider buying DTE, BEP, BE & STEM....

Zacks Investment Research - 5/6/2025 2:40:38 PM More News for BE
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Krystal Biotech Q1 Earnings and Sales Miss Estimates, Stock Down

KRYS reports disappointing first-quarter 2025 results, with both earnings and sales missing estimates. Shares down....

Zacks Investment Research - 5/6/2025 2:40:37 PM More News for KRYS
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Sunoco to Acquire Parkland Corporation in a $9.1 Billion Transaction

SUN and Parkland's merger is expected to create a massive network of fuelling and convenience stores across the Americas, including over 11,000 fuel stations....

Zacks Investment Research - 5/6/2025 2:40:35 PM More News for SUN
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Global Payments Q1 Earnings Beat on Merchant Solutions Strength

GPN returns $446.3 million to its shareholders via repurchases in Q1....

Zacks Investment Research - 5/6/2025 2:40:33 PM More News for GTLL
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Curis, Inc. (CRIS) Q1 2025 Earnings Call Transcript

Curis, Inc. (NASDAQ:CRIS ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Diantha Duvall - Chief Financial Officer Jim Dentzer - President & Chief Executive Officer Ahmed Hamdy - Chief Medical Officer Jonathan Zung - Chief Development Officer Conference Call Participants Li Watsek - Cantor Fitzgerald Kripa Devarakonda - Truist Securities Operator Good morning ladies and gentlemen and welcome to the Curis Provides First Quarter 2025 Business Update Conference Call. At this time, all lines are in listen-only mode....

Seeking Alpha - 5/6/2025 2:40:22 PM More News for CRIS
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Great Elm Capital Corporation (GECC) Q1 2025 Earnings Call Transcript

Great Elm Capital Corporation (NASDAQ:GECC ) Q1 2025 Results Conference Call May 6, 2025 8:30 AM ET Company Participants Peter Sousa - IR Matt Kaplan - Chief Executive Officer Keri Davis - Chief Financial Officer Mike Keller - President, Great Elm Specialty Finance Conference Call Participants Mickey Schleien - Ladenburg Thalmann Erik Zwick - Lucid Capital Markets Mitchel Penn - Oppenheimer & Company Operator Greetings, and welcome to the Great Elm Capital Corp. First Quarter 2025 Financial Results Call. [Operator Instructions] It is now my pleasure to introduce your host Peter Sousa IR representative of the company....

Seeking Alpha - 5/6/2025 2:39:15 PM More News for GECCL
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Orthofix Medical Inc. (OFIX) Q1 2025 Earnings Call Transcript

Orthofix Medical Inc. (NASDAQ:OFIX ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Julie Dewey - Chief Investor Relations and Communications Officer Massimo Calafiore - President and Chief Executive Officer Julie Andrews - Chief Financial Officer Conference Call Participants Mathew Blackman - Stifel Caitlin Cronin - Canaccord Genuity Jeffrey Cohen - Ladenburg Operator Thank you for standing by. My name is Tina, and I will be your conference operator today....

Seeking Alpha - 5/6/2025 2:39:02 PM More News for OFIX
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PAVE: The Outlook For This Infrastructure ETF Is Uncertain

The PAVE ETF has outperformed major market indexes, returning +208% over 5 years and +59% since April 2021, driven by strategic U.S. infrastructure investments. Top holdings include Howmet Aerospace, Deere, and Sempra, with a focus on industrial sectors benefiting from the American Jobs Plan and CHIPS & Science Act. Despite strong past performance, current economic and foreign policies under the Trump administration pose risks, potentially impacting the ETF's future returns....

Seeking Alpha - 5/6/2025 2:34:29 PM More News for PAVE
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Horizon Technology Finance: Q1 Earnings Disappoint And Reinforce Dividend Weakness

Horizon Technology Finance's earnings continue to decline, with a 37.6% price drop over the last year, leading to a potential HRZN dividend cut in 2025. The BDC's concentrated portfolio in healthcare technology and high non-accruals weaken its ability to generate positive growth in a high interest rate environment. HRZN's NAV has consistently declined, and net investment income fails to cover distributions, suggesting an unsustainable dividend and the need for a cut....

Seeking Alpha - 5/6/2025 2:33:11 PM More News for HRZN
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Avanos Medical, Inc. (AVNS) Q1 2025 Earnings Call Transcript

Avanos Medical, Inc. (NYSE:AVNS ) Q1 2025 Earnings Conference Call May 6, 2025 9:00 AM ET Company Participants Scott Galovan - Vice President of Strategy and Corporate Development Dave Pacitti - Chief Executive Officer Jason Pickett - Interim Chief Financial Officer and Treasurer Conference Call Participants Rick Wise - Stifel Daniel Stauder - Citizens JMP Operator Good morning, ladies and gentlemen, and welcome to the Avanos Medical, Avanos First Quarter 2025 Earnings Call. [Operator Instructions] This call is being recorded on Tuesday, May 6, 2025....

Seeking Alpha - 5/6/2025 2:38:14 PM More News for AVNS
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Ferrari N.V. (RACE) Q1 2025 Earnings Call Transcript

Start Time: 09:00 January 1, 0000 9:46 AM ET Ferrari N.V. (NYSE:RACE ) Q1 2025 Earnings Conference Call May 06, 2025, 09:00 AM ET Company Participants Benedetto Vigna - CEO Antonio Picca Piccon - CFO Nicoletta Russo - Head of IR Conference Call Participants Susy Tibaldi - UBS Henning Cosman - Barclays Stephen Reitman - Bernstein Michael Binetti - Evercore John Murphy - Bank of America Monica Bosio - Intesa SanPaolo Thomas Besson - Kepler Cheuvreux Tom Narayan - RBC Martino de Ambroggi - Equita Operator Good day, and thank you for standing by....

Seeking Alpha - 5/6/2025 2:35:17 PM More News for RACE
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Sealed Air Corporation (SEE) Q1 2025 Earnings Call Transcript

Sealed Air Corporation (NYSE:SEE ) Q1 2025 Earnings Conference Call May 6, 2025 10:00 AM ET Company Participants Mark Stone - Vice President, Investor Relations Dustin Semach - President and CEO Roni Johnson - Interim Chief Financial Officer Conference Call Participants Ghansham Panjabi - Baird George Staphos - Bank of America Securities Matt Roberts - Raymond James Jeff Zekauskas - JPMorgan Phil Ng - Jefferies Michael Roxland - Truist Securities Josh Spector - UBS Gabe Hajde - Wells Fargo Stefan Diaz - Morgan Stanley Christopher Parkinson - Wolfe Research Arun Viswanathan - RBC Capital Markets Edlain Rodriguez - Mizuho Securities Operator Good day and thank you for standing by. Welcome to the Sealed Air Q1 2025 Earnings Conference Call....

Seeking Alpha - 5/6/2025 2:33:29 PM More News for SEE
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Mueller Water Products, Inc. (MWA) Q2 2025 Earnings Call Transcript

Mueller Water Products, Inc. (NYSE:MWA ) Q2 2025 Earnings Call May 6, 2025 10:00 AM ET Company Participants Whit Kincaid - Investor Relations Martie Zakas - Chief Executive Officer Paul McAndrew - President and Chief Operating Officer Melissa Rasmussen - Chief Financial Officer Conference Call Participants Deane Dray - RBC Capital Markets Nick Giovanni - Goldman Sachs Walter Liptak - Seaport Research Operator Good morning and thank you for standing by. [Operator Instructions] Today's conference is being recorded....

Seeking Alpha - 5/6/2025 2:30:52 PM More News for MWA
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MarketAxess to Post Q1 Earnings: Here's What to Expect From the Stock

MKTX's first-quarter earnings are likely to have witnessed growing expenses and Eurobonds trading volumes....

Zacks Investment Research - 5/6/2025 2:30:38 PM More News for MKTX
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A Fixed Income ETF for Current and Future Rates

While investors look to further interest rate guidance from the Fed this week, maintaining position on the short-end of the yield curve will likely prove beneficial. The Neuberger Berman Short Duration Income ETF (NBSD) appears well-positioned for current rates as well as any potential rate cuts this year....

ETF Trends - 5/6/2025 2:29:23 PM More News for NBSD
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Vishay Precision Group, Inc. (VPG) Q1 2025 Earnings Call Transcript

Vishay Precision Group, Inc. (NYSE:VPG ) Q1 2025 Earnings Conference Call May 6, 2025 9:00 AM ET Company Participants Steve Cantor - Senior Director-Investor Relations Ziv Shoshani - Chief Executive Officer & President Bill Clancy - Chief Financial Officer Conference Call Participants Griffin Boss - B. Riley Securities John Franzreb - Sidoti Operator Hello, everyone, and welcome to the VPG's 2025 First Quarter Earnings Conference Call....

Seeking Alpha - 5/6/2025 2:29:01 PM More News for VPG
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TopBuild Corp. (BLD) Q1 2025 Earnings Call Transcript

TopBuild Corp. (NYSE:BLD ) Q1 2025 Results Conference Call May 6, 2025 9:00 AM ET Company Participants P.I. Aquino - Vice President, Investor Relations Robert Buck - Chief Executive Officer & President Robert Kuhns - Chief Financial Officer Conference Call Participants Aatish Shah - Evercore ISI Stephen Kim - Evercore ISI Michael Rehaut - JPMorgan Adam Baumgarten - Zelman & Associates Susan Maklari - Goldman Sachs Phil Ng - Jefferies Trey Grooms - Stephens Keith Hughes - Truist Securities Ken Zener - Seaport Research Partners Jeff Stevenson - Loop Capital Markets Reuben Garner - Benchmark Company Collin Verron - Deutsche Bank Rafe Jadrosich - Bank of America Operator Ladies and gentlemen, thank you for standing by....

Seeking Alpha - 5/6/2025 2:28:12 PM More News for BLD
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Ballard Power Systems Inc. (BLDP) Q1 2025 Earnings Call Transcript

Ballard Power Systems Inc. (NASDAQ:BLDP ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Sumit Kundu - Manager, Investor Relations Randy MacEwen - President and Chief Executive Officer Kate Igbalode - Chief Financial Officer Conference Call Participants Saumya Jain - UBS Rob Brown - Lake Street Capital Markets Rupert Merer - National Bank Henry Robert - Truist Securities Operator Thank you for standing by. This is the conference operator....

Seeking Alpha - 5/6/2025 2:27:10 PM More News for BLDP
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The price gap between oil and gold points to a recession and $4,000 gold - Bloomberg's Mike McGlone

Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada....

Kitco - 5/6/2025 2:26:48 PM More News for AAAU
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ADM Q1 Earnings Beat Estimates, Lower Revenues Across Segments Hurt

Archer Daniels reports lower revenues year over year in first-quarter 2025 owing to a decline in sales across its segments....

Zacks Investment Research - 5/6/2025 2:25:42 PM More News for ADM
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ENSG Gains 3% on Q1 Earnings Beat, Higher Patient Days Aid

Ensign Group's first-quarter results gain on improved skilled services revenues and higher rental revenues. Management projects 2025 adjusted EPS to be within $6.22-$6.38....

Zacks Investment Research - 5/6/2025 2:25:41 PM More News for ENSG
Stock Analysis for ENSG

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BlackRock Shares Gain 12.6% in a Month: Is Now the Time to Buy BLK?

The stock markets continue to witness volatility due to tariff-related uncertainties and their impact on the economy. Despite massive volatility, BlackRock Inc. BLK, one of the leading global asset managers, has had a solid run on the bourses of late....

Zacks Investment Research - 5/6/2025 2:25:39 PM More News for BLK
Stock Analysis for BLK

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The Williams Companies, Inc. (WMB) Q1 2025 Earnings Call Transcript

The Williams Companies, Inc. (NYSE:WMB ) Q1 2025 Earnings Conference Call May 6, 2025 9:30 AM ET Corporate Participants Danilo Juvane - Vice President-Investor Relations, ESG and Investment Analysis Alan Armstrong - President and Chief Executive Officer John Porter - Chief Financial Officer Chad Zamarin - Executive Vice President, Corporate Strategic Development Larry Larson - Chief Operating Officer Lane Wilson - our General Counsel Conference Call Participants Praneeth Satish - Wells Fargo Jeremy Tonet - JPMorgan Spiro Dounis - Citi Theresa Chen - Barclays Gabriel Moreen - Mizuho Jean Ann Salisbury - BofA John Mackay - Goldman Sachs Manav Gupta - UBS Zack Van Everen - TPH&Co Keith Stanley - Wolfe Research Operator Good day, everyone, and welcome to the Williams First Quarter 2025 Earnings Conference Call. Today's conference is being recorded....

Seeking Alpha - 5/6/2025 2:25:31 PM More News for WMB
Stock Analysis for WMB

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Sun Communities, Inc. (SUI) Q1 2025 Earnings Conference Call Transcript

Sun Communities, Inc. (NYSE:SUI ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Gary Shiffman - Chairman & CEO John McLaren - President Fernando Castro-Caratini - EVP, CFO, Treasurer & Secretary Conference Call Participants Michael Goldsmith - UBS Jana Galan - Bank of America Eric Wolfe - Citigroup Brad Heffern - RBC Capital Markets Wes Golladay - Baird Steve Sakwa - Evercore ISI John Kim - BMO Capital Markets Anthony Hau - Truist Securities Peter Abramowitz - Jefferies David Seagal - Green Street Operator Good afternoon, ladies and gentlemen, and thank you for standing by. Welcome to the Sun Communities First Quarter 2025 Earnings Conference Call....

Seeking Alpha - 5/6/2025 2:25:26 PM More News for SUI
Stock Analysis for SUI

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First Watch Restaurant Group, Inc. (FWRG) Q1 2025 Earnings Call Transcript

First Watch Restaurant Group, Inc. (NASDAQ:FWRG ) Q1 2025 Earnings Conference Call May 6, 2025 8:00 AM ET Company Participants Steven Marotta - Vice President, Investor Relations Chris Tomasso - President and Chief Executive Officer Mel Hope - Chief Financial Officer Matt Eisenacher - Chief Brand Officer Conference Call Participants Andrew Charles - TD Cowen Jim Salera - Stephens Inc Brian Vaccaro - Raymond James Jeffrey Bernstein - Barclays Sara Senatore - Bank of America Jon Tower - Citi Todd Brooks - The Benchmark Company Andy Barish - Jefferies Brian Mullan - Piper Sandler Gregory Francfort - Guggenheim Securities Operator Thank you for standing by, and welcome to the First Watch Restaurant Group Inc. First Quarter Earnings Conference Call occurring today, May 6, 2025 at 8 AM Eastern Time. Please note that, all participants are currently in a listen-only mode....

Seeking Alpha - 5/6/2025 2:23:23 PM More News for FWRG
Stock Analysis for FWRG

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Peabody Energy Corporation (BTU) Q1 2025 Earnings Call Transcript

Peabody Energy Corporation (NYSE:BTU ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Vic Svec – Investor Relations Jim Grech – President and Chief Executive Officer Mark Spurbeck – Chief Financial Officer Malcolm Roberts – Chief Marketing Officer Conference Call Participants Nick Giles – B. Riley Securities Chris LaFemina – Jefferies Katja Jancic – BMO Capital Markets Nathan Martin – The Benchmark Company Nick Giles – B....

Seeking Alpha - 5/6/2025 2:23:15 PM More News for BTU
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BellRing Brands, Inc. (BRBR) Q2 2025 Earnings Call Transcript

BellRing Brands, Inc. (NYSE:BRBR ) Q2 2025 Earnings Conference Call May 6, 2025 9:00 AM ET Company Participants Jennifer Meyer - Head, IR Darcy Davenport - CEO, President & Director Paul Rode - CFO, Treasurer & Principal Accounting Officer Conference Call Participants Andrew Lazar - Barclays Bank Thomas Palmer - Citi Ken Goldman - JPMorgan Megan Clapp - Morgan Stanley Matt Smith - Stifel Peter Grom - UBS Jim Salera - Stephens Kaumil Gajrawala - Jefferies John Baumgartner - Mizuho Securities Robert Moskow - TD Cowen Bryan Spillane - Bank of America Merrill Lynch Bill Chappell - Truist Securities Jon Andersen - William Blair Steve Powers - Deutsche Bank Operator Hello, everyone, and welcome to the BellRing Brands Second Quarter Fiscal Year 2025 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded....

Seeking Alpha - 5/6/2025 2:20:21 PM More News for BRBR
Stock Analysis for BRBR

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There's A Partial Tesla-Musk Resolution: For Wall Street, It's Back To The Future

I thought Elon Musk might have to leave Tesla, Inc. to avoid further hurting its brand, and some directors might have thought likewise. But instead, Musk is reducing his DOGE activities. Meanwhile, Musk's politics have hurt Tesla's brand, and at a time when competition is rising and economic activity is wobbling, as is the future of government support for EVs. But Wall Street seems to have forgiven and forgotten. Despite protests, disappointing TSLA financial results and laughably high valuations, TSLA is trouncing other Magnificent 7 stocks and the QQQ ETF....

Seeking Alpha - 5/6/2025 2:19:38 PM More News for TSLA
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Natural Resource Partners L.P. Common Units (NRP) Q1 2025 Earnings Call Transcript

Natural Resource Partners L.P. Common Units (NYSE:NRP ) Q1 2025 Results Conference Call May 6, 2025 9:00 AM ET Company Participants Tiffany Sammis - Investor Relations Craig Nunez - President & Chief Operating Officer Chris Zolas - Chief Financial Officer Conference Call Participants John Mason - Aegis Company Operator Hello, and welcome to the Natural Resource Partners L.P....

Seeking Alpha - 5/6/2025 2:19:05 PM More News for NRP
Stock Analysis for NRP

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Coterra Energy Inc. (CTRA) Q1 2025 Earnings Call Transcript

Coterra Energy Inc. (NYSE:CTRA ) Q1 2025 Results Conference Call May 6, 2025 10:00 AM ET Company Participants Dan Guffey - Vice President, Finance, Investor Relations and Treasury Tom Jorden - Chairman, President and CEO Shane Young - Executive Vice President and CFO Blake Sirgo - Senior Vice President, Operations Michael Deshazer - Senior Vice President, Business Units Conference Call Participants Doug Leggate - Wolfe Research Betty Jiang - Barclays Nithin Kumar - Mizuho Arun Jayaram - JPMorgan Neil Mehta - Goldman Sachs David Deckelbaum - TD Cowen Scott Gruber - Citi Capital Josh Silverstein - UBS Kalei Akamine - Bank of America Matt Portillo - TPH Derrick Whitfield - Texas Capital Kevin MacCurdy - Pickering Energy Partners Operator Thank you for standing by. My name is Kayla, and I will be your conference operator today....

Seeking Alpha - 5/6/2025 2:16:09 PM More News for CTRA
Stock Analysis for CTRA

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Intesa Sanpaolo S.p.A. ADR (ISNPY) Q1 2025 Earnings Call Transcript

Intesa Sanpaolo S.p.A. ADR (OTCPK:ISNPY) Q1 2025 Earnings Conference Call May 6, 2025 9:00 AM ET Company Participants Carlo Messina – Chief Executive Officer Conference Call Participants Antonio Reale – Bank of America Delphine Lee – JPMorgan Andrea Filtri – Mediobanca Pamela Zuluaga – Morgan Stanley Marco Nicolai – Jefferies Giovanni Razzoli – Deutsche Bank Britta Schmidt – Autonomous Research Ignacio Ulargui – BNP Paribas Hugo Cruz – KBW Operator Good afternoon, ladies and gentlemen....

Seeking Alpha - 5/6/2025 2:14:30 PM More News for ISNPY
Stock Analysis for ISNPY

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How investors should think about Berkshire's stock price without Buffett

Berkshire Hathaway Inc. won't be the same without Warren Buffett running things, and now investors must think about what kind of company it will become under Greg Abel....

Market Watch - 5/6/2025 2:14:00 PM More News for BRK-A
Stock Analysis for BRK-A

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Floor & Decor Holdings: No Compelling Reason To Invest Just Yet

Floor & Decor Holdings remains a hold due to weak CSS growth, lowered guidance, and an uncertain demand backdrop despite solid margin execution. Revised FY25 guidance reflects cautious management tone, with reduced sales, CSS, EBITDA, and store openings, highlighting ongoing macroeconomic uncertainties. Positive aspects include strong gross margin defense and potential stabilization in CSS growth, but these are not enough to shift to a bullish stance....

Seeking Alpha - 5/6/2025 2:13:12 PM More News for FND
Stock Analysis for FND

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Rodney Hinton Jr., whose son was shot dead by police, denied bond in killing of sheriff’s deputy after disturbance in court

Rodney Hinton Jr., who authorities say intentionally hit and killed an Ohio sheriff’s deputy with a car after his son was fatally shot by police, will remain in jail without bond while he awaits trial on a murder charge....

CNN - 5/6/2025 5:47:00 PM More News for
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Mark Carney tells Donald Trump Canada is ‘not for sale’

US president counters Canadian prime minister, saying ‘never say never’...

Financial Times - 5/6/2025 5:03:01 PM More News for
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The conclave to choose a new pope is about to begin

As more than a billion Catholics around the world await the election of a new pope, all eyes will be on the Sistine Chapel, where 133 cardinals will begin the secretive process known as a conclave....

NPR - 5/6/2025 4:44:42 PM More News for
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Mock 2025 NHL Draft: Opinions vary following Schaefer, Misa with top 2 picks

Erie defenseman, Saginaw forward projected for Islanders, Sharks coming off lottery in 2nd set of predictions...

NHL.com - 5/6/2025 4:12:49 PM More News for
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2 Wood Stocks Worth Watching Defying Challenging Industry Landscape

More infrastructure spending, a focus on product innovation and efficient cost management are encouraging for the Zacks Building Products - Wood industry players like PCH and WOR despite a challenging macroeconomic backdrop....

Zacks Investment Research - 5/6/2025 2:15:36 PM More News for PCH
Stock Analysis for PCH

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CORT's Q1 Earnings In Line With Estimates, Revenues Lag, Shares Fall

Corcept's first-quarter 2025 earnings meet estimates while revenues miss the same. The company reiterates its revenue guidance for 2025....

Zacks Investment Research - 5/6/2025 2:15:35 PM More News for CORT
Stock Analysis for CORT

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Priority Technology Holdings, Inc. (PRTH) Q1 2025 Earnings Conference Call Transcript

Priority Technology Holdings, Inc. (NASDAQ:PRTH ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Meghna Mehra - MD, ICR Tom Priore - Chairman and CEO Tim O'Leary - CFO Conference Call Participants Hal Goetsch - B. Riley Securities Brian Bergen - TD Cowen Tim Switzer - KBW Jacob Stephan - Lake Street Capital Markets Brian Kinstlinger - Alliance Global Partners Operator Greetings and welcome to the Priority Technology Holdings Q1 2025 Earnings Call....

Seeking Alpha - 5/6/2025 2:14:10 PM More News for PRTH
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New Jersey Resources Corporation (NJR) Q2 2025 Earnings Call Transcript

New Jersey Resources Corporation (NYSE:NJR ) Q2 2025 Earnings Conference Call May 6, 2025 10:00 AM ET Company Participants Adam Prior - Director of Investor Relations Steve Westhoven - President and Chief Executive Officer Roberto Bel - Senior Vice President and Chief Financial Officer Pat Migliaccio - Senior Vice President and Chief Operating Officer, New Jersey Natural Gas Conference Call Participants Richard Sunderland - JPMorgan Jamieson Ward - Jefferies Travis Miller - Morningstar Robert Mosca - Mizuho Securities Operator Hello, everyone. My name is Karina, and I will be your conference operator today....

Seeking Alpha - 5/6/2025 2:13:06 PM More News for NJR
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Vivid Seats, Inc. (SEAT) Q1 2025 Earnings Call Transcript

Vivid Seats, Inc. (NASDAQ:SEAT ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Emily Epstein - General Counsel Stan Chia - CEO Larry Fey - CFO Conference Call Participants Ryan Sigdahl - Craig-Hallum Capital Group Curtis Nagle - Bank of America Merrill Lynch Thomas Forte - Maxim Group Maria Ripps - Canaccord Andrew Marok - Raymond James Dan Kurnos - The Benchmark Company Ralph Schackart - William Blair Operator Good morning and welcome to the Vivid Seats First Quarter 2025 Earnings Conference Call. Following the management's prepared remarks, we will open the call for Q&A....

Seeking Alpha - 5/6/2025 2:12:03 PM More News for SEAT
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Atkore, Inc. (ATKR) Q2 2025 Earnings Call Transcript

Atkore, Inc. (NYSE:ATKR ) Q2 2025 Earnings Conference Call May 6, 2025 8:00 AM ET Company Participants Matthew Kline - Vice President of Treasury & Investor Relations William Waltz - President and Chief Executive Officer John Deitzer - Vice President and Chief Financial Officer John Pregenzer - Chief Operating Officer and President of Electrical Conference Call Participants Chris Moore - CJS Securities David Tarantino - KeyBanc Capital Markets Deane Dray - RBC Capital Markets Chris Dankert - Loop Capital Andy Kaplowitz - Citigroup Operator Good morning. My name is Van and I will be your conference operator today....

Seeking Alpha - 5/6/2025 2:11:12 PM More News for ATKR
Stock Analysis for ATKR

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Will Applied Sterilization Growth Help STE Beat Q4 Earnings Estimates?

STERIS is expected to have experienced an increase in bioprocessing demand in the fourth quarter....

Zacks Investment Research - 5/6/2025 2:10:37 PM More News for STE
Stock Analysis for STE

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Should You Buy Affirm Stock Before its Q3 Earnings Release?

AFRM's fiscal third-quarter results are likely to reflect growing GMV and transactions....

Zacks Investment Research - 5/6/2025 2:10:35 PM More News for AFRM
Stock Analysis for AFRM

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Northwest Natural Holding Company (NWN) Q1 2025 Earnings Call Transcript

Northwest Natural Holding Company (NYSE:NWN ) Q1 2025 Conference Call May 6, 2025 11:00 AM ET Company Participants Nikki Sparley - Director of IR David Anderson - CEO Ray Kaszuba - SVP & CFO Justin Palfreyman - President Operator Thank you. Thank you all for attending....

Seeking Alpha - 5/6/2025 2:10:23 PM More News for NWN
Stock Analysis for NWN

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I Prefer Lockheed Martin Over RTX Amid Military Expenditure Surge

Since my last analysis, two key catalysts have been evolving around LMT and RTX stock. The unprecedented rise in global military expenditure and the efforts from DOGE (Department of Government Efficiency) could generate mixed impacts. The positives can more than offset the negatives in my model, leading me to have an overall bullish view toward leading defense companies such as LMT and RTX....

Seeking Alpha - 5/6/2025 2:08:02 PM More News for RTX
Stock Analysis for RTX

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Comcast's cable spinoff to be named Versant, picked to emphasize corporate versatility

Comcast is spinning off most of its NBCUniversal cable network portfolio, including USA, MSNBC and CNBC. The company chose the name Versant, not intended to be consumer-facing, to emphasize its role as a house of brands....

CNBC - 5/6/2025 2:05:50 PM More News for CMCSA
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The TJX Companies' Stock Rises 32% in a Year: To Hold or Fold?

TJX's value-driven model, global expansion and strong execution continue to power its growth in the off-price retail space....

Zacks Investment Research - 5/6/2025 2:05:38 PM More News for TJX
Stock Analysis for TJX

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Palantir Could Fall By 20-30% Over Q2 Despite Positive Earnings Trends

Palantir Technologies Inc.'s stock dropped 13% post-Q1 earnings despite a 64.6% YTD rise, driven by valuation concerns and high concentration risk on government spending. The company's growth projections seem heavily reliant on continued U.S. military spending, posing a risk for PLTR amid rising anti-war sentiment. Stock-Based Compensation is decreasing, suggesting stabilization in talent retention costs, but overall expenses and revenue growth are slowing....

Seeking Alpha - 5/6/2025 2:05:18 PM More News for PLTR
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CareCloud, Inc. (CCLD) Q1 2025 Earnings Call Transcript

CareCloud, Inc. (NASDAQ:CCLD ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Kristen Rothe - Corporate Counsel Mahmud Haq - Founder and Executive Chairman Stephen Snyder - Co-Chief Executive Officer Hadi Chaudhry - Co-Chief Executive Officers Norman Roth - Interim Chief Financial Officer and Corporate Controller Conference Call Participants Allen Klee - Maxim Group Michael Kim - Zacks Small-Cap Research Operator Ladies and gentlemen, greetings, and welcome to the CareCloud, Inc. First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode....

Seeking Alpha - 5/6/2025 2:04:59 PM More News for CCLDP
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Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Soars 3.5% As Geopolitical Risk Premium Rises

Rising spending during China's May Day holiday provided additional support to oil markets....

FXEmpire - 5/6/2025 2:03:19 PM More News for WTI
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Archer-Daniels-Midland Company (ADM) Q1 2025 Earnings Call Transcript

Archer-Daniels-Midland Company (NYSE:ADM ) Q1 2025 Earnings Conference Call May 6, 2025 10:00 AM ET Company Participants Megan Britt - Vice President, Investor Relations Juan Luciano - Chair of the Board, and Chief Executive Officer Monish Patolawala - Executive Vice President and Chief Financial Officer Conference Call Participants Tom Palmer - Citi Andrew Strelzik - BMO Heather Jones - Heather Jones Research Rahi Parikh - Barclays Pooran Sharma - Stephens Steven Haynes - Morgan Stanley Tami Zakaria - JPMorgan Salvator Tiano - Bank of America Manav Gupta - UBS Operator Good morning, and welcome to the ADM First Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded....

Seeking Alpha - 5/6/2025 2:01:59 PM More News for ADM
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Primoris Services Corporation (PRIM) Q1 2025 Earnings Call Transcript

Primoris Services Corporation (NYSE:PRIM ) Q1 2025 Results Conference Call May 6, 2025 10:00 AM ET Company Participants Blake Holcomb - Vice President of Investor Relations David King - Chairman and Interim President and Chief Executive Officer Ken Dodgen - Chief Financial Officer Conference Call Participants Lee Jagoda - CJS Securities Brian Russo - Jefferies Brent Thielman - DA Davidson Kevin Gainey - Thompson Davis Adam Bubes - Goldman Sachs Alex Dwyer - KeyBanc Capital Markets Drew Chamberlain - JPMorgan Julio Romero - Sidoti & Company Avi Jaroslawicz - UBS Financial Will Dezellem - Tieton Capital Operator Thank you for standing by. My name is Kate, and I will be your conference operator today....

Seeking Alpha - 5/6/2025 2:00:14 PM More News for PRIM
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Tetra Technologies Announces Participation in the D. Boral Capital Inaugural Global Conference

The Woodlands, Texas--(Newsfile Corp. - May 6, 2025) - Tetra Technologies (NYSE: TTI) today announced its participation in the D. Boral Capital Inaugural Global Conference, taking place May 14, 2025, at The Plaza Hotel in New York City....

Newsfile Corp - 5/6/2025 2:00:00 PM More News for BOALY
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ExxonMobil: Permian And Guyana Support Diversification

ExxonMobil reported Q1 2025 results. Although income is lower than last year, the smooth integration of its Pioneer acquisition has boosted its Permian results. Longer term, the value of the Guyana's development remains particularly interesting. XOM expects arbitration with Chevron this month over Chevron's acquisition of the Hess interest. This $445 billion low-beta super-major pays a 3.8% dividend and has resumed stock buybacks at a pace of $20 billion/year....

Seeking Alpha - 5/6/2025 1:59:20 PM More News for CVX
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Options Bulls Blast Surging Telehealth Stock After Earnings

Hims & Hers Health Inc   (NYSE:HIMS) beat top- and bottom-line estimates for the first quarter, with net profits seeing a 300% jump....

Schaeffers Research - 5/6/2025 1:56:51 PM More News for HIMS
Stock Analysis for HIMS

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Talkspace, Inc. (TALK) Q1 2025 Earnings Call Transcript

Talkspace, Inc. (NASDAQ:TALK ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Jeannine Feyen – Director-Communications Jon Cohen – Chief Executive Officer Ian Harris – Chief Financial Officer Conference Call Participants Ryan Daniels – William Blair Steve Dechert – KeyBanc Capital Markets Charles Rhyee – TD Cowen Bobby Brooks – Northland Capital Markets Ryan MacDonald – Needham & Company Steven Valiquette – Mizuho Securities Operator Good morning, ladies and gentlemen, and thank you for standing by. My name is Kelvin and I will be your conference operator today....

Seeking Alpha - 5/6/2025 1:54:04 PM More News for TALK
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NOBL: Dividend Aristocrats Should Outperform In An Economic Slowdown

The ProShares S&P 500 Dividend Aristocrats ETF is poised to outperform in a market downturn due to its focus on stable high-quality companies. NOBL's strategy of including companies with 25+ years of consecutive dividend increases makes it resilient in volatile markets. NOBL has started to outperform the S&P 500 and NASDAQ year-to-date, signaling a potential trend shift....

Seeking Alpha - 5/6/2025 1:51:16 PM More News for NOBL
Stock Analysis for NOBL

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The Progressive Corporation (PGR) Q1 2025 Earnings Call Transcript

The Progressive Corporation (NYSE:PGR ) Q1 2025 Earnings Conference Call May 6, 2025 9:30 AM ET Company Participants Douglas Constantine - Director, IR Tricia Griffith - President and CEO Patrick Callahan - President, Personal Lines John Murphy - President, Claims Jon Bauer - Chief Investment Officer Conference Call Participants Bob Huang - Morgan Stanley Rob Cox - Goldman Sachs Mike Zaremski - BMO Alex Scott - Barclays Elyse Greenspan - Wells Fargo Michael Phillips - Oppenheimer Jimmy Bhullar - JPMorgan David Motemaden - Evercore Josh Shanker - Bank of America Meyer Shields - KBW Andrew Andersen - Jefferies Gregory Peters - Raymond James Operator Douglas Constantine Good morning, and thank you for joining us today for Progressive's First Quarter Investor Event. I'm Doug Constantine, Director of Investor Relations and I will be a moderator for today's event....

Seeking Alpha - 5/6/2025 1:50:57 PM More News for PGR
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Cipher Mining Inc. (CIFR) Q1 2025 Earnings Call Transcript

Cipher Mining Inc. (NASDAQ:CIFR ) Q1 2025 Results Conference Call May 6, 2025 8:00 AM ET Company Participants Courtney Knight - Head of Investor Relations Tyler Page - Chief Executive Officer Edward Farrell - Chief Financial Officer Conference Call Participants Brett Knoblauch - Cantor Fitzgerald Joseph Vafi - Canaccord Genuity Greg Lewis - BTIG Paul Golding - Macquarie Mike Grondahl - Northland Chris Brendler - Rosenblatt Securities Operator Good day, and thank you for standing by. Welcome to the Cipher Mining First Quarter 2025 Business Update Conference Call....

Seeking Alpha - 5/6/2025 1:49:06 PM More News for CIFR
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Deadline Approaching: Avis Budget Group, Inc. (CAR) Investors Who Lost Money Urged To Contact Law Offices of Howard G. Smith

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith reminds investors of the upcoming June 24, 2025 deadline to file a lead plaintiff motion in the case filed on behalf of investors who purchased Avis Budget Group, Inc. (“Avis” or the “Company”) (NASDAQ: CAR) securities between February 16, 2024 and February 10, 2025, inclusive (the “Class Period”). IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN AVIS BUDGET GROUP, INC. (CAR), CONTACT THE LAW OFFICES OF HOWARD G. SMITH TO PARTICIPATE I....

Business Wire - 5/6/2025 1:48:00 PM More News for CAR
Stock Analysis for CAR

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Enpro Inc. (NPO) Q1 2025 Earnings Call Transcript

Enpro Inc. (NYSE:NPO ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants James Gentile – Vice President, Investor Relations Eric Vaillancourt – President and Chief Executive Officer Joe Bruderek – Executive Vice President and Chief Financial Officer Conference Call Participants Jeff Hammond – KeyBanc Capital Markets Steve Ferazani – Sidoti & Company Ian Zaffino – Oppenheimer Operator Greetings, and welcome to the Enpro Q1 2025 Earnings Conference Call and Webcast. At this time, all participants are in a listen-only mode....

Seeking Alpha - 5/6/2025 1:47:47 PM More News for NPO
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Berkshire Hathaway: Buffett Didn't Invest Much On The Way Out

Berkshire Hathaway Inc.'s Q1 2025 results show declining revenues and a significant cash pile, with Warren Buffett stepping down as CEO in 2026. The investment firm has not made substantial investments recently, with equity investments decreasing and a large cash balance focus on generating interest income. Despite operating earnings of $9.6 billion, growth in operating profits is stagnant, and the stock trades at ~25x EPS targets....

Seeking Alpha - 5/6/2025 1:45:44 PM More News for BRK-A
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RLJ Lodging Trust: Guidance Cut Is Already Priced In

RLJ Lodging Trust is a lodging REIT focused on urban hotels primarily under the Hilton and Marriott brands. Q1 2025 results were solid, but ongoing economic weakness prompted a reduction in 2025 guidance. This is more than reflected in RLJ's common stock share price which has trailed real estate peers in 2025....

Seeking Alpha - 5/6/2025 1:45:22 PM More News for RLJ
Stock Analysis for RLJ

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@LikeFolio: UBER Speeds by Competitors, Beneficiary of TSLA Brand Decline

Megan Brantley initially wasn't as bullish on Uber Technologies (UBER) as she is now. @LikeFolio's data shows the company taking market share from competitors like Lyft Inc. (LYFT), Doordash (DASH), and Maplebear (CART)....

Schwab Network - 5/6/2025 1:45:05 PM More News for UBER
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Deadline Approaching: Open Lending Corporation (LPRO) Investors Who Lost Money Urged To Contact Law Offices of Howard G. Smith

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith reminds investors of the upcoming June 30, 2025 deadline to file a lead plaintiff motion in the case filed on behalf of investors who purchased Open Lending Corporation (“Open Lending” or the “Company”) (NASDAQ: LPRO) securities between February 24, 2022 and March 31, 2025, inclusive (the “Class Period”). IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN OPEN LENDING CORPORATION (LPRO), CONTACT THE LAW OFFICES OF HOWARD G. SMITH TO PART....

Business Wire - 5/6/2025 1:42:00 PM More News for LPRO
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Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm Encourages Napco Security Technologies, Inc. (NSSC) Investors To Inquire About Securities Fraud Class Action

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP, a leading national shareholder rights law firm, announces that a securities fraud class action lawsuit has been filed on behalf of investors who purchased or otherwise acquired Napco Security Technologies, Inc. (“Napco” or the “Company”) (NASDAQ: NSSC) securities between February 5, 2024, to February 3, 2025, inclusive (the “Class Period”). Napco investors have until June 24, 2025 to file a lead plaintiff motion. IF YOU SUFFERED A L....

Business Wire - 5/6/2025 1:40:00 PM More News for NSSC
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