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Uniti Group Inc. (NASDAQ:UNIT ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Bill DiTullio - Senior VP of Investor Relations & Treasury Drew Smith - CFO & Treasurer Kenneth A. Gunderman - President, CEO & Director Paul Bullington - Senior VP, CFO & Treasurer Conference Call Participants Frank Garrett Louthan - Raymond James & Associates, Inc., Research Division Gregory Bradford Williams - TD Cowen, Research Division Michael Ian Rollins - Citigroup Inc., Research Division Operator Good morning, and welcome to today's conference call to discuss Uniti's Second Quarter 2025 Earnings Results.

Otter Tail Corporation (NASDAQ:OTTR ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Beth Eiken - Manager of Investor Relations Charles S. MacFarlane - President, CEO & Director Todd R.

Eaton Corporation plc (NYSE:ETN ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Olivier C. Leonetti - Executive VP & CFO Paulo Ruiz Sternadt - CEO, President & Director Yan Jin - Senior Vice President of Investor Relations Conference Call Participants Andrew Burris Obin - BofA Securities, Research Division Charles Stephen Tusa - JPMorgan Chase & Co, Research Division Christopher M.

Airbnb Inc (NASDAQ:ABNB, ETR:6Z1) will report its second quarter earnings on Wednesday with Bank of America analyst expecting the alternative accommodation provider to deliver modest upside, with nights booked and revenue set to exceed Wall Street estimates. The company has guided revenue between $2.99 billion and $3.05 billion, representing year-over-year growth of 9% to 11%.

Nebius Group N.V.'s Q2 2025 results should show strong revenue growth. I expect $124.3 million in Q2 revenue and $570 million for the full year. Data center expansion is on track, but I expect Nebius to revise CAPEX guidance upward as new facilities in New Jersey, Israel, and the UK come online. My fair value estimate for NBIS stock rises to $58.6 per share, over 10% above the current market price, reflecting conservative assumptions and potential upside.

Leidos Holdings, Inc. (NYSE:LDOS ) Q2 2025 Earnings Conference Call August 5, 2025 8:00 AM ET Company Participants e - Corporate Participant Christopher R. Cage - Executive VP & CFO M.

Unitil CorporationGlobal (NYSE:UTL ) Q2 2025 Earnings Conference Call August 5, 2025 2:00 PM ET Company Participants Christopher Goulding - Vice President of Finance and Regulatory Daniel J. Hurstak - Senior VP, CFO & Treasurer Thomas P.

National Storage Affiliates Trust (NYSE:NSA ) Q2 2025 Earnings Conference Call August 5, 2025 1:00 PM ET Company Participants Brandon S. Togashi - Executive VP, CFO & Treasurer Dave Cramer - Corporate Participant David G.

Andrew Ross Sorkin sits down with Brian Moynihan, Bank of America CEO, to discuss outlooks on the economy, consumer behavior, and much more.

Pfizer delivered a strong Q2 2025, beating revenue and EPS estimates, raising EPS guidance, and maintaining its attractive dividend yield above 7%. Product portfolio strength is evident, with growth in Primary Care, Specialty Care, and Oncology, but looming patent expiries and regulatory risks persist. Management's financial discipline is improving, with cost savings, debt management, and a focus on extracting value from recent M&A deals.

GlobalFoundries Inc. (NASDAQ:GFS ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants John C. Hollister - Chief Financial Officer Niels Anderskouv - President & COO Sam Franklin - Senior Vice President of Business Finance & Operations Timothy Graham Breen - CEO & Director Conference Call Participants Christopher Caso - Wolfe Research, LLC Christopher James Muse - Cantor Fitzgerald & Co., Research Division Harlan L.

DuPont de Nemours, Inc. (NYSE:DD ) Q2 2025 Earnings Call August 5, 2025 8:00 AM ET Company Participants Ann Giancristoforo - VP for Investor Relations Antonella B. Franzen - Senior VP & CFO Edward D.

Transocean Ltd. (NYSE:RIG ) Q2 2025 Earnings Conference Call August 5, 2025 9:00 AM ET Company Participants Alison Johnson - Director of Investor Relations Keelan I.

NEW YORK, Aug. 05, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Lineage, Inc. (NASDAQ: LINE) and certain of the Company's senior executives and directors for potential violations of the federal securities laws. If you invested in Lineage, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/lineage-inc-class-action-lawsuit.

Semrush Holdings, Inc. (NYSE:SEMR ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Brian Mulroy - Chief Financial Officer Brinlea C. Johnson - Head of Investor Relations William R.

NEW YORK, Aug. 05, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of RxSight, Inc. (NASDAQ: RXST) between November 7, 2024 and July 8, 2025, both dates inclusive (the “Class Period”), of the important September 22, 2025 lead plaintiff deadline.

ARR offers a tempting 17% yield, but persistent book value erosion and a history of dividend cuts make me cautious. The hedging strategy supports current payouts, yet high leverage and rate/spread sensitivity expose ARR to significant downside risk. I prefer stable, lower-risk income; I need to see Fed rate cuts and book value stabilization before considering ARR for my portfolio.

Two Chinese nationals were arrested in California and charged with illegally shipping tens of millions of dollars' worth of AI chips to China, including Nvidia H100s, the U.S. Justice Department said Tuesday.

ONEOK, Inc. (NYSE:OKE ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Megan Patterson - Corporate Participant Pierce H. Norton - President, CEO & Director Sheridan C.