Taiwan Semiconductor Manufacturing Company Limited's critical role in the semiconductor value chain may not be well-understood enough by all semiconductor investors. Despite cyclical headwinds and potential tariff impacts, TSMC's long-term growth prospects remain strong, spurring its recent outperformance. TSMC's strategic expansion in Arizona aims to mitigate geopolitical risks and support U.S. chip production, enhancing its competitive edge over rivals....
Seeking Alpha - 5/6/2025 3:52:35 PM
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AdaptHealth Corp. (NASDAQ:AHCO ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Suzanne Foster - CEO Jason Clemens - CFO Conference Call Participants Meghan Holtz - Jefferies Pito Chickering - Deutsche Bank Eric Coldwell - Baird Kevin Caliendo - UBS Ben Hendrix - RBC Capital Markets Mathew Blackman - Stifel Whit Mayo - Leerink Partners John Pinney - Canaccord Genuity Operator Good day, everyone, and welcome to today's AdaptHealth First Quarter 2025 Earnings Release. Today's speakers will be Suzanne Foster, Chief Executive Officer of AdaptHealth; and Jason Clemens, Chief Financial Officer of AdaptHealth....
Seeking Alpha - 5/6/2025 3:51:31 PM
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Investors need to pay close attention to Belden (BDC) stock based on the movements in the options market lately....
Zacks Investment Research - 5/6/2025 3:50:31 PM
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Camden National Corporation (NASDAQ:CAC ) Q1 2025 Earnings Conference Call May 6, 2025 2:00 PM ET Company Participants Renée Smyth - Executive Vice President, Chief Experience and Marketing Officer Simon Griffiths - President and CEO Mike Archer - Executive Vice President and CFO Conference Call Participants Steve Moss - Raymond James Matthew Breese - Stephens Damon DelMonte - KBW Operator Good day. And welcome to Camden National Corporation's First Quarter 2025 Earnings Conference Call....
Seeking Alpha - 5/6/2025 3:50:19 PM
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Marathon Petroleum Corporation (NYSE:MPC ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Kristina Kazarian - Investor Relations Maryann Mannen - Chief Executive Officer John Quaid - Chief Financial Officer Rick Hessling - Chief Commercial Officer James Wilkins - Senior Vice President Health, Environment, Safety and Security Conference Call Participants Neil Mehta - Goldman Sachs Douglas Leggate - Wolfe Research Manav Gupta - UBS Paul Cheng - Scotiabank Theresa Chen - Barclays John Royall - JPMorgan Matthew Blair - TPH Jason Gabelman - TD Cowen Operator Welcome to the MPC First Quarter 2025 Earnings Call. My name is Amanda, and I will be your operator for today's call....
Seeking Alpha - 5/6/2025 3:47:11 PM
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Kim Forrest believes Palantir (PLTR) may be a victim of its own success. The rising A.I....
Schwab Network - 5/6/2025 3:41:06 PM
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The Department of Justice (DOJ) said Credit Suisse Services AG will hand over more than $510 million in penalties for its part in aiding U.S. taxpayers in skirting the IRS through offshore accounts....
Fox Business - 5/6/2025 3:46:17 PM
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Sabra Health Care REIT, Inc. (NASDAQ:SBRA ) Q1 2025 Results Conference Call May 6, 2025 1:00 PM ET Company Participants Lukas Hartwich - EVP, Finance Rick Matros - Chief Executive Officer, President & Chair Talya Nevo-Hacohen - CIO, Treasurer & EVP Michael Costa - Chief Financial Officer Conference Call Participants Elmer Chang - Scotiabank Farrell Granath - Bank of America Austin Wurschmidt - KeyBanc Capital Markets Juan Sanabria - BMO Capital Markets Seth Bergey - Citi George Dugan - Mizuho Securities Richard Anderson - Wedbush Alec Feygin - Baird Equity Research Operator Good day, everyone. My name is Kate, and I will be your conference operator today....
Seeking Alpha - 5/6/2025 3:46:06 PM
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Telesat Corporation (NASDAQ:TSAT ) Q1 2025 Earnings Conference Call May 6, 2025 10:30 AM ET Company Participants James Ratcliffe - Vice President, Investor Relations Dan Goldberg - President & Chief Executive Officer Andrew Browne - Chief Financial Officer Conference Call Participants Chris Quilty - Quilty Space David McFadgen - Cormark Securities Operator Good morning, ladies and gentlemen. Welcome to the Conference Call to Report the First Quarter 2025 Financial Results for Telesat....
Seeking Alpha - 5/6/2025 3:45:20 PM
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Google should be forced to sell off two separate digital advertising businesses, the Justice Department argued in a court filing after a federal judge ruled last month that the Big Tech giant operates an illegal monopoly over the technology....
New York Post - 5/6/2025 3:43:56 PM
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Palomar Holdings, Inc. (NASDAQ:PLMR ) Q1 2025 Earnings Conference Call May 6, 2025 12:00 PM ET Company Participants Chris Uchida - CFO Mac Armstrong - Chairman and CEO Jon Christianson - President Conference Call Participants David Motemaden - Evercore ISI Mark Hughes - Truist Securities Meyer Shields - KBW Pablo Singzon - JP Morgan Andrew Anderson - Jefferies Operator Good morning. And welcome to the Palomar Holdings, Inc. First Quarter 2025 Earnings Conference Call [Operator Instructions]....
Seeking Alpha - 5/6/2025 3:42:02 PM
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Louisiana-Pacific Corporation (NYSE:LPX ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Aaron Howald – Vice President-Investor Relations Brad Southern – Chief Executive Officer Alan Haughie – Chief Financial Officer Conference Call Participants Ketan Mamtora – BMO Capital Markets Michael Roxland – Truist Securities Steven Ramsey – Thompson Research Group Susan Maklari – Goldman Sachs Sean Steuart – TD Cowen Mark Weintraub – Seaport Research Partners Matthew McKellar – RBC Capital Markets Jeffrey Stevenson – Loop Capital Kurt Yinger – D.A. Davidson Operator Good day and thank you for standing by....
Seeking Alpha - 5/6/2025 3:41:14 PM
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WOLF's fiscal third-quarter 2025 results are expected to suffer from sluggish materials products revenues....
Zacks Investment Research - 5/6/2025 3:41:03 PM
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Bloomberg's Natalie Lung explains why DoorDash is expanding overseas through mergers and acquisitions. Lung also breaks down the delivery app's earnings with Caroline Hyde on "Bloomberg Technology....
Bloomberg Technology - 5/6/2025 3:40:43 PM
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Portillos Inc (NASDAQ:PTLO ) Q1 2025 Earnings Conference Call May 6, 2025 10:00 AM ET Company Participants Kyle Nelson - Vice President, Investor Relations Michael Osanloo - President and Chief Executive Officer Michelle Hook - Chief Financial Officer Conference Call Participants Sharon Zackfia - William Blair Brian Harbour - Morgan Stanley David Tarantino - Baird Jim Salera - Stephens Inc. Andy Barish - Jefferies Chris O'Cull - Stifel Brian Mullen - Piper Sandler Dennis Geiger - UBS Arian Razai - Guggenheim Securities Operator Hello, and thank you for standing by. Welcome to the Fiscal First Quarter 2025 Portillo's Conference Call and Webcast....
Seeking Alpha - 5/6/2025 3:40:24 PM
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Talos Energy Inc. (NYSE:TALO ) Q1 2025 Earnings Conference Call May 6, 2025 10:00 AM ET Company Participants Clay Jeansonne – Head of Investor Relations Paul Goodfellow – President and Chief Executive Officer Sergio Maiworm – Executive Vice President and Chief Financial Officer Conference Call Participants Greta Drefke – Goldman Sachs Tim Rezvan – KeyBanc Capital Markets Nate Pendleton – Texas Capital Phu Pham – ROTH Capital Michael Scialla – Stephens Michael Furrow – Pickering Energy Partners Nevin Mathew – JP Morgan Paul Diamond – Citi Noel Parks – Tuohy Brothers Jeff Robertson – Water Tower Research Operator Good morning, ladies and gentlemen, and welcome to the Talos Energy First Quarter 2025 Earnings Conference Call. At this time, all lines are in listen-only mode....
Seeking Alpha - 5/6/2025 3:38:57 PM
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WESTCHESTER, Ill.--(BUSINESS WIRE)--The Annual and Special Meeting of Shareholders (the "Meeting") of RB Global, Inc. (the "Company", NYSE and TSX: RBA) was held on May 5, 2025. Each of the matters voted upon at the Meeting is discussed in detail in the Company's Proxy Statement dated March 24, 2025, which can be found on the Company's website at: https://d18rn0p25nwr6d.cloudfront.net/CIK-0001046102/a520564c-c2db-4929-b19a-158d9bdef2c8.pdf. Per TSX reporting requirements, the Company wishes to....
Business Wire - 5/6/2025 3:35:00 PM
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Palantir Technologies Inc.'s shares have surged 41.84% YTD and 109.80% in six months, driven by strong Q1 2025 revenue growth and U.S. commercial revenue jump of 71% YoY. Palantir's AI Platform has gained significant traction, with key partnerships like NATO and Google Cloud FedStart, showcasing its enterprise tech's effectiveness and expanding TAM. Despite a 13.39% drop in shares, I maintain a strong buy rating due to Palantir's accelerating revenues, AI advancements, and robust defense sector opportunities....
Seeking Alpha - 5/6/2025 3:37:49 PM
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XPEL, Inc. (NASDAQ:XPEL ) Q1 2025 Results Conference Call May 6, 2025 11:00 AM ET Company Participants John Nesbett - IMS, Investor Relations Ryan Pape - President & Chief Executive Officer Barry Wood - Senior Vice President & Chief Financial Officer Conference Call Participants Jeff Van Sinderen - B. Riley Matthew Raab - Craig-Hallum Operator Good morning, everyone, and welcome to the XPEL Incorporated First Quarter 2025 Earnings Call....
Seeking Alpha - 5/6/2025 3:36:03 PM
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Hasbro and Mattel have joined the toy industry in fighting tariffs that could cost them millions. But there could be some trade-policy upside for the domestic toy giants....
Investopedia - 5/6/2025 3:36:03 PM
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The two combined for $90 billion worth of orders in 2024. Transcript: DoorDash has made a big acquisition in hopes of expanding its presence in Europe....
The Street - 5/6/2025 3:30:08 PM
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IPGP's first-quarter 2025 results reflect lower revenues from the Materials processing segment....
Zacks Investment Research - 5/6/2025 3:35:33 PM
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NVMI's first-quarter 2025 results benefit from strong demand for VeraFlex, Elipson, Metrion and dimensional stand-alone OCD solutions....
Zacks Investment Research - 5/6/2025 3:35:32 PM
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Driven Brands Holdings Inc. (NASDAQ:DRVN ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Joel Arnao - SVP, FP&A, Treasury and IR Jonathan Fitzpatrick - President, CEO & Director Daniel Rivera - EVP & COO Michael Diamond - CFO, EVP & Interim Principal Accounting Officer Conference Call Participants Simeon Gutman - Morgan Stanley Justin Kleber - Baird Seth Sigman - Barclays Brian McNamara - Canaccord Genuity Chris O'Cull - Stifel Peter Keith - Piper Sandler Robby Ohmes - Bank of America Mark Jordan - Goldman Sachs Christian Carlino - JPMorgan Phillip Blee - William Blair Operator Good morning, ladies and gentleman and welcome to the Driven Brands Q1 2025 Earnings Call. All this time all lines are in a listen-only mode....
Seeking Alpha - 5/6/2025 3:32:13 PM
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Regal Rexnord Corporation (NYSE:RRX ) Q1 2025 Earnings Conference Call May 6, 2025 10:00 AM ET Company Participants Rob Barry - Vice President-Investor Relations Louis Pinkham - Chief Executive Officer Rob Rehard - Chief Financial Officer Conference Call Participants Mike Halloran - Baird Julian Mitchell - Barclays Jeff Hammond - KeyBanc Capital Markets Kyle Menges - Citigroup Nigel Coe - Wolfe Research Tim Thein - Raymond James Christopher Glynn - Oppenheimer Operator Good day, and welcome to the Regal Rexnord First Quarter Earnings Call. All participants will be in listen-only mode....
Seeking Alpha - 5/6/2025 3:31:25 PM
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SHOP's first-quarter 2025 performance is expected to reflect benefits from the growing adoption of merchant-friendly solutions....
Zacks Investment Research - 5/6/2025 3:31:05 PM
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Netlist, Inc. (OTCQB:NLST) Q1 2025 Earnings Call May 6, 2025 12:00 PM ET Company Participants Mike Smargiassi - Investor Relations Chuck Hong - Chief Executive Officer Gail Sasaki - Chief Financial Officer Conference Call Participants Suji Desilva - ROTH Capital Operator Good day, and welcome to the Netlist's First Quarter 2025 Earnings Conference Call and Webcast. [Operator Instructions] Please note, this event is being recorded....
Seeking Alpha - 5/6/2025 3:30:28 PM
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GlobalFoundries Inc. (NASDAQ:GFS ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Sam Franklin - VP, Business Finance & IR Thomas Caulfield - CEO John Hollister - CFO Niels Anderskouv - Chief Business Officer Timothy Breen - COO Conference Call Participants Mark Lipacis - Evercore ISI Christopher Muse - Cantor Fitzgerald Vivek Arya - Bank of America Securities Ross Seymore - Deutsche Bank Christopher Caso - Wolfe Research Quinn Bolton - Needham & Company Krish Sankar - TD Cowen Operator Hello, and welcome to the conference call to review GlobalFoundries First Quarter of Fiscal 2025 Financial Results. At this time all participants are in a listen-only mode....
Seeking Alpha - 5/6/2025 3:30:25 PM
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On this week's episode of ETF Prime, VettaFi's Head of Energy Research Stacey Morris analyzes the performance of energy ETFs. After, Vanguard's David Sharp highlights several new fixed income ETFs....
ETF Trends - 5/6/2025 3:29:44 PM
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Intrepid Potash, Inc. (NYSE:IPI ) Q1 2025 Earnings Conference Call May 6, 2025 12:00 PM ET Company Participants Evan Mapes - Investor Relations Kevin Crutchfield - Chief Executive Officer Matt Preston - Chief Financial Officer John Galassini - Vice President-Operations Conference Call Participants Lucas Beaumont - UBS Financial Jason Ursaner - Bumbershoot Holdings Operator Thank you for standing by. This is the conference operator....
Seeking Alpha - 5/6/2025 3:28:57 PM
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The company announced a new quantum lab and a research prototype chip that it said could make quantum computing possible within the next decade....
Market Watch - 5/6/2025 3:28:00 PM
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Builders FirstSource shares have declined 40% due to weak residential construction and macro uncertainty, leading to a “hold” rating despite a better valuation. Q1 results showed a 43% drop in adjusted EPS and a 14% decline in gross profit, with significant margin compression and sales down 5%. The company's balance sheet has weakened from a very strong place due to $828 million in M&A and $391 million in April buybacks, raising net leverage to 2x....
Seeking Alpha - 5/6/2025 3:26:57 PM
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In Syria's large Druze minority, a belief in reincarnation binds the community together....
NPR - 5/6/2025 5:56:16 PM
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Oman's foreign minister says a "ceasefire" between the US and the Iran-backed group has been reached....
BBC - 5/6/2025 5:46:08 PM
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'Thunderbolts*' revealed at the end that the team is actually the New Avengers....
The Hollywood Reporter - 5/6/2025 4:47:09 PM
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Companhia Brasileira De Distribuicao (OTCPK:CBDBY) Q1 2025 Earnings Conference Call May 6, 2025 8:00 AM ET Company Participants Marcelo Pimentel - Chief Executive Officer Rafael Russowsky - Chief Financial Officer and Investor Relations Director Conference Call Participants Ruben Couto - Santander Danniela Eiger - XP Felipe Rached - Goldman Sachs Iago Souza - Genial Investimentos Joao Pedro Soares - Citi Gustavo Fratini - Bank of America Nicolas Larrain - JPMorgan Andrew Ruben - Morgan Stanley Operator Good morning, everyone. Thank you for standing by....
Seeking Alpha - 5/6/2025 3:26:09 PM
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ServiceNow NOW and Oracle ORCL are helping enterprises in digital transformation through their respective cloud-supported solutions. Digital transformation offers a massive growth opportunity, driven by the growing adoption of cloud computing and artificial intelligence (AI)....
Zacks Investment Research - 5/6/2025 3:25:31 PM
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Tech is leading the market's recovery, with the Technology Select Sector SPDR Fund outperforming other S&P 500 sector ETFs in the past month. Dell's equity valuation is attractive, despite a 26% drop in shares since November 2024, driven by weak earnings reactions and cautious chart signals. Dell's AI server business shows strong growth potential, with a 50% server growth rate expected this year and a record $9 billion backlog....
Seeking Alpha - 5/6/2025 3:24:44 PM
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Nvidia CEO Jensen Huang said in an interview on Tuesday that it would be a "tremendous loss" to be blocked from China's AI market. The Trump administration restricted the shipment of Nvidia's H20 chips to China without a license last month, leading to a $5.5 billion quarterly charge....
CNBC - 5/6/2025 3:23:59 PM
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National Storage Affiliates Trust (NYSE:NSA ) Q1 2025 Earnings Conference Call May 6, 2025 1:00 PM ET Company Participants George Hoglund - Vice President, Investor Relations Dave Cramer - President & Chief Executive Officer Brandon Togashi - Chief Financial Officer Conference Call Participants Eric Wolfe - Citi Samir Khanal - Bank of America Michael Goldsmith - UBS Robin Haneland - BMO Capital Markets Todd Thomas - KeyBanc Capital Markets Salil Mehta - Green Street Ronald Kamdem - Morgan Stanley Ravi Vaidya - Mizuho Securities Omotayo Okusanya - Deutsche Bank Operator Greetings, and welcome to the National Storage Affiliates First Quarter 2025 Conference Call. At this time, all participants are in a listen-only mode....
Seeking Alpha - 5/6/2025 3:22:37 PM
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Palantir's increased earnings forecast failed to meet analysts' lofty expectations, but retail investors remain loyal. Amit Kukreja, CEO of AK Media, whose nearly quarter of a million social media followers tune in for his thoughts on Palantir stock, joins Caroline Hyde on "Bloomberg Technology....
Bloomberg Technology - 5/6/2025 3:22:12 PM
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IBM CEO Arvind Krishna says he isn't worried about government contract cuts and explains why the company is doubling down on AI to help clients manage the growing number of agents. Krishna joins Caroline Hyde on “Bloomberg Technology....
Bloomberg Technology - 5/6/2025 3:18:02 PM
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Everyday traders bought more than $24 million of Class B shares on Monday....
CNBC - 5/6/2025 3:20:56 PM
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DALN posts strong Q1 profit from property sale, but core revenue and adjusted earnings decline amid ongoing print and ad market challenges....
Zacks Investment Research - 5/6/2025 3:20:33 PM
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OFLX sees Q1 EPS and revenue decline year over year on weak housing demand, lower sales volumes, and market softness....
Zacks Investment Research - 5/6/2025 3:20:32 PM
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Gartner, Inc. reported mixed Q1 results, with sales of $1.5B slightly missing estimates, but non-GAAP EPS beat expectations at $2.98 per share. Research remains the main revenue driver, with strong client retention and contribution margins, but federal contract renewals and tariffs pose risks. Despite a decline in NCVI, Gartner showed strong free cash flow growth and maintained a solid financial position with manageable debt levels....
Seeking Alpha - 5/6/2025 3:15:57 PM
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MILWAUKEE--(BUSINESS WIRE)--Fiserv, Inc. (NYSE: FI), a leading global provider of payments and financial services technology solutions, today announced that Michael P. Lyons has been appointed Chief Executive Officer of Fiserv. Lyons assumed the position upon the confirmation of Frank Bisignano, Fiserv's prior CEO, as Commissioner of the Social Security Administration. Lyons also joins the Fiserv Board of Directors. “For more than 40 years, Fiserv has been a transformative force in financial te....
Business Wire - 5/6/2025 3:10:00 PM
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Shares of Recursion Pharmaceuticals (RXRX -11.15%) are tumbling on Tuesday. The stock lost 10.3% as of 2:50 p.m....
The Motley Fool - 5/6/2025 3:09:45 PM
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Shares of Mattel (MAT 2.96%) were moving higher today after the toymaker reported better-than-expected results in its first-quarter earnings report....
The Motley Fool - 5/6/2025 3:03:40 PM
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Old Point's Q1 2025 earnings rise 24% year over year on margin gains and deposit growth, but rising NPAs and higher credit loss provisions pose near-term challenges....
Zacks Investment Research - 5/6/2025 3:15:31 PM
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Knife River Corporation (NYSE:KNF ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Nathan Ring - Vice President & Chief Financial Officer Brian Gray - President & Chief Executive Officer Conference Call Participants Brent Thielman - D.A. Davidson Trey Grooms - Stephens Kathryn Thompson - Thompson Research Group Garik Shmois - Loop Capital Ian Zaffino - Oppenheimer Gabe Hajde - Wells Fargo Operator Good morning, ladies and gentlemen, and welcome to the Knife River Corporation First Quarter 2025 Results Conference Call....
Seeking Alpha - 5/6/2025 3:12:49 PM
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L.B. Foster Company (NASDAQ:FSTR ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Lisa Durante - Investor Relations Manager John Kasel - President & Chief Executive Officer Bill Thalman - Chief Financial Officer Conference Call Participants Julio Romero - Sidoti Christopher Sakai - Singular Research Justin Bergner - Gabelli Funds Operator Good day and thank you for standing by. Welcome to the L.B....
Seeking Alpha - 5/6/2025 3:11:36 PM
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New Tesla car sales plunged across Europe in April even as sales of other electric vehicle brands soared, in part due to backlash against CEO Elon Musk's support for Europe's far-right politics, as well as growing competition from both European and Chinese EV carmakers, according to Reuters....
Fast Company - 5/6/2025 3:11:26 PM
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Marriott International (MAR) CFO Leeny Oberg said on the hotel chain's first-quarter earnings call Tuesday that the company expects a "continuation of declines" in U.S. government bookings....
Investopedia - 5/6/2025 3:11:06 PM
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TMUS appears primed for further stock price appreciation despite some headwinds....
Zacks Investment Research - 5/6/2025 3:10:33 PM
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CommScope appears to be treading in the middle of the road, and new investors could be better off if they trade with caution....
Zacks Investment Research - 5/6/2025 3:10:32 PM
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James River Group Holdings, Ltd. (NASDAQ:JRVR ) Q1 2025 Results Conference Call May 6, 2025 8:00 AM ET Company Participants Zachary Shytle - Investor Relations Frank D'Orazio - Chief Executive Officer Sarah Doran - Chief Financial Officer Conference Call Participants Mark Hughes - Truist Matt Carletti - Citizens Bank Casey Alexander - Compass Point Operator Good morning, everyone, and welcome to the James River Group Quarter 1, 2025 Earnings Call....
Seeking Alpha - 5/6/2025 3:10:27 PM
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JELD-WEN Holding, Inc. (NYSE:JELD ) Q1 2025 Results Conference Call May 6, 2025 8:00 AM ET Company Participants James Armstrong - VP, Investor Relations William Christensen - Chief Executive Officer Samantha Stoddard - Chief Financial Officer Conference Call Participants John Lovallo - UBS Philip Ng - Jefferies Susan Maklari - Goldman Sachs Anika Dholakia - Barclays Trevor Allinson - Wolfe Research Jeffrey Stevenson - Loop Capital Steven Ramsey - Thompson Research Mike Dahl - RBC Capital Markets Operator Thank you for standing by. My name is Kayla, and I will be your conference operator today....
Seeking Alpha - 5/6/2025 3:08:14 PM
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Solesence, Inc. (NASDAQ:SLSN ) Q1 2025 Earnings Conference Call May 5, 2025 5:00 PM ET Company Participants Jess Jankowski - President & CEO Kevin Cureton - COO Conference Call Participants Operator Good day and thank you for standing by. Welcome to the Solesence First Quarter 2025 Conference Call....
Seeking Alpha - 5/6/2025 3:07:51 PM
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Zoox, the autonomous vehicle company owned by Amazon, paused its driverless testing program for more than a week and issued a voluntary recall of its software following a crash in Las Vegas, according to the company and a filing with federal safety regulators....
TechCrunch - 5/6/2025 3:06:45 PM
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Covestro AG (OTCPK:CVVTF) Q1 2025 Results Conference Call May 6, 2025 9:00 AM ET Company Participants Ronald Koehler - Head of Investor Relations Christian Baier - CFO & Member of Management Board Carsten Intveen - Investor Relations Director Conference Call Participants Christian Faitz - Kepler Cheuvreux Sebastian Bray - Berenberg Ronald Koehler Welcome to the Covestro Earnings Call on the first quarter results. The company is represented by Christian Baier, CFO....
Seeking Alpha - 5/6/2025 3:06:03 PM
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AL's solid first-quarter 2025 results reflect fleet expansion, healthy sales gains and significant insurance settlements related to the company's aircraft in Russia....
Zacks Investment Research - 5/6/2025 3:05:34 PM
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Increased asset volatility and improved crypto asset prices are likely to have aided trading volumes in the first quarter for Coinbase....
Zacks Investment Research - 5/6/2025 3:05:32 PM
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IQVIA Holdings Inc. (NYSE:IQV ) Q1 2025 Earnings Conference Call May 6, 2025 9:00 AM ET Company Participants Kerri Joseph - Senior Vice President, Investor Relations and Treasury Ari Bousbib - Chief Executive Officer Ron Bruehlman - Chief Financial Officer Mike Fedock - Senior Vice President, Financial Planning and Analysis Conference Call Participants Justin Bowers - Deutsche Bank Matthew Sykes - Goldman Sachs Shlomo Rosenbaum - Stifel Financial Corp. Michael Ryskin - Bank of America Jailendra Singh - Truist Securities Eric Coldwell - Robert W. Baird & Co. David Windley - Jefferies Group LLC Tejas Savant - Morgan Stanley Operator Ladies and gentlemen, thank you for standing by....
Seeking Alpha - 5/6/2025 3:04:08 PM
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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GPN returns $446.3 million to its shareholders via repurchases in Q1....
Zacks Investment Research - 5/6/2025 2:40:33 PM
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