Driven Brands Holdings Inc. (DRVN) Q1 2025 Earnings Call Transcript — Neutral

DRVN   Seeking Alpha — May 06, 2025

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 …

image for news Driven Brands Holdings Inc. (DRVN) Q1 2025 Earnings Call Transcript

Regal Rexnord Corporation (RRX) Q1 2025 Earnings Call Transcript — Neutral

RRX   Seeking Alpha — May 06, 2025

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.

image for news Regal Rexnord Corporation (RRX) Q1 2025 Earnings Call Transcript

Should You Buy, Sell or Hold Shopify Stock Before Q1 Earnings? — Positive

SHOP   Zacks Investment Research — May 06, 2025

SHOP's first-quarter 2025 performance is expected to reflect benefits from the growing adoption of merchant-friendly solutions.

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GlobalFoundries Inc. (GFS) Q1 2025 Earnings Call Transcript — Neutral

GFS   Seeking Alpha — May 06, 2025

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 …

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DoorDash makes big play in Europe with Deliveroo acquisition — Positive

DASH  DROOF   The Street — May 06, 2025

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.

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ETF Prime: Morris on Energy ETFs & Bright Spots in the Sector — Positive

AMLP  ENFR  OIH  XLE  XOP   ETF Trends — May 06, 2025

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.

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Intrepid Potash, Inc. (IPI) Q1 2025 Earnings Call Transcript — Neutral

IPI   Seeking Alpha — May 06, 2025

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.

image for news Intrepid Potash, Inc. (IPI) Q1 2025 Earnings Call Transcript

The company announced a new quantum lab and a research prototype chip that it said could make quantum computing possible within the next decade.

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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.

image for news Builders FirstSource: Cheaper Valuation But Difficult Fundamentals Create A Challenging Stock

NOW vs. ORCL: Which Digital Transformation Stock Has Greater Upside? — Positive

NOW  ORCL   Zacks Investment Research — May 06, 2025

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).

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Dell: This Should Not Be A 10x P/E Stock, Reiterate Buy PT $154 — Positive

DELL   Seeking Alpha — May 06, 2025

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.

image for news Dell: This Should Not Be A 10x P/E Stock, Reiterate Buy PT $154

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.

image for news Nvidia CEO says being locked out of China AI market would be 'tremendous loss'

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 …

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Palantir's Raised Outlook Not Enough to Extend Rally — Neutral

PLTR   Bloomberg Technology — May 06, 2025

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.

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Everyday traders bought more than $24 million of Class B shares on Monday.

image for news Small investors rushed into Berkshire shares during dip even after their hero Buffett sets exit

DallasNews' Q1 Earnings Up Y/Y on Asset Sale, Stock Falls 12% — Negative

DALN   Zacks Investment Research — May 06, 2025

DALN posts strong Q1 profit from property sale, but core revenue and adjusted earnings decline amid ongoing print and ad market challenges.

image for news DallasNews' Q1 Earnings Up Y/Y on Asset Sale, Stock Falls 12%

Omega Flex Q1 Earnings Drop Y/Y on Weak Housing Demand, Stock Down 2% — Negative

OFLX   Zacks Investment Research — May 06, 2025

OFLX sees Q1 EPS and revenue decline year over year on weak housing demand, lower sales volumes, and market softness.

image for news Omega Flex Q1 Earnings Drop Y/Y on Weak Housing Demand, Stock Down 2%

Nvidia CEO Jensen Huang and ServiceNow CEO Bill McDermott, join 'Power Lunch' to discuss AI agents, joint partnership and AI CapEx.

image for news Nvidia CEO Jensen Huang: It would be a tremendous loss not to be able to address China's AI market

IBM CEO Says He's Not Worried About DOGE — Neutral

IBM   Bloomberg Technology — May 06, 2025

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.

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Gartner Q1: Growth In Headline Numbers Doesn't Excite Me — Negative

IT   Seeking Alpha — May 06, 2025

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.

image for news Gartner Q1: Growth In Headline Numbers Doesn't Excite Me