PotlatchDeltic Corporation (PCH) Q3 2025 Earnings Call Transcript — Neutral
PCH Seeking Alpha — November 04, 2025PotlatchDeltic Corporation ( PCH ) Q3 2025 Earnings Call November 4, 2025 12:00 PM EST Company Participants Wayne Wasechek - VP & CFO Eric Cremers - President, CEO & Director Conference Call Participants Ketan Mamtora - BMO Capital Markets Equity Research George Staphos - BofA Securities, Research Division Mark Weintraub - Seaport Research Partners Michael Roxland - Truist Securities, Inc., Research Division Presentation Operator Good morning. My name is Rob, and I will be your conference operator today.
Madrigal Pharmaceuticals, Inc. (MDGL) Q3 2025 Earnings Call Transcript — Neutral
MDGL Seeking Alpha — November 04, 2025Madrigal Pharmaceuticals, Inc. ( MDGL ) Q3 2025 Earnings Call November 4, 2025 8:00 AM EST Company Participants Tina Ventura - Chief Investor Relations Officer William Sibold - CEO, President & Director David Soergel - Executive VP & Chief Medical Officer Mardi Dier - Executive VP & CFO Conference Call Participants Yasmeen Rahimi - Piper Sandler & Co., Research Division Jay Olson - Oppenheimer & Co. Inc., Research Division Michael DiFiore - Evercore ISI Institutional Equities, Research Division Akash Tewari - Jefferies LLC, Research Division Thomas Smith - Leerink Partners LLC, Research Division Andrea Tan - Goldman Sachs Group, Inc., …
Eaton Corporation plc (ETN) Q3 2025 Earnings Call Transcript — Neutral
ETN Seeking Alpha — November 04, 2025Eaton Corporation plc ( ETN ) Q3 2025 Earnings Call November 4, 2025 11:00 AM EST Company Participants Yan Jin - Senior Vice President of Investor Relations Paulo Sternadt - CEO, President & Director Olivier Leonetti - Executive VP & CFO Conference Call Participants Andrew Obin - BofA Securities, Research Division Andrew Kaplowitz - Citigroup Inc., Research Division Christopher Snyder - Morgan Stanley, Research Division Joseph Ritchie - Goldman Sachs Group, Inc., Research Division Nigel Coe - Wolfe Research, LLC Jeffrey Sprague - Vertical Research Partners, LLC C. Stephen Tusa - JPMorgan Chase & Co, Research Division Deane Dray - …
Kura Oncology, Inc. (KURA) Q3 2025 Earnings Call Transcript — Neutral
KURA Seeking Alpha — November 04, 2025Kura Oncology, Inc. ( KURA ) Q3 2025 Earnings Call November 4, 2025 8:00 AM EST Company Participants Greg Mann Thomas Doyle - Senior Vice President of Finance & Accounting Troy Wilson - Chairman, CEO & President Mollie Leoni - Chief Medical Officer Brian Powl - Chief Commercial Officer Conference Call Participants Li Wang Watsek - Cantor Fitzgerald & Co., Research Division Jason Zemansky - BofA Securities, Research Division Yue-Wen Zhu - LifeSci Capital, LLC, Research Division Salim Syed - Mizuho Securities USA LLC, Research Division Philip Nadeau - TD Cowen, Research Division Reni Benjamin - Citizens JMP Securities, LLC, …
Snowflake Partners With SAP. How 440,000 New Buyers May Boost $SNOW — Positive
SNOW Forbes — November 04, 2025SAP has 440,000 customers, according to the company, about 40 times more than Snowflake.
CARMAX, INC. (NYSE: KMX) INVESTOR ALERT Investors With Large Losses in CarMax, Inc. Should Contact Bernstein Liebhard LLP To Discuss Their Rights — Neutral
KMX GlobeNewsWire — November 04, 2025NEW YORK, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the securities of CarMax, Inc. (“CarMax” or the “Company”) (NYSE: KMX) between June 20, 2025 and September 24, 2025, inclusive. For more information, submit a form at CarMax, Inc. Shareholder Class Action Lawsuit, email Investor Relations Manager Peter Allocco at [email protected], or call us at (212) 951-2030.
Apollo Invests $75 Billion in Quarter As Firm Continues to Grow Deal Capacity — Positive
APO WSJ — November 04, 2025The New York credit investor is on track to meet a $275 billion annual goal for new investments this year.
FuboTV Seen As Inexpensive Bet On US Streaming Trends: Analyst — Positive
FUBO Benzinga — November 04, 2025FuboTV (NYSE:FUBO) beat expectations in the third quarter on solid subscriber momentum and a return to positive adjusted EBITDA, but the stock weakened as price-sensitive growth pressured ARPU and raised concerns over 2026 forecasts following its Hulu + Live TV merger.
Firefly Aerospace Inc. Investigation: Kessler Topaz Meltzer & Check, LLP Encourages Firefly Aerospace Inc. (NASDAQ: FLY) Investors with Significant Losses to Contact the Firm — Neutral
FLY GlobeNewsWire — November 04, 2025RADNOR, Pa., Nov. 04, 2025 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) is currently investigating potential violations of the federal securities laws on behalf of investors of Firefly Aerospace Inc. (NASDAQ: FLY) (“Firefly Aerospace”).
New Global Survey Reveals Oracle Database Customers are Evolving their Database Strategies Citing High Costs, Support Challenges and Need for Advanced AI/ML Capabilities — Neutral
RMNI Business Wire — November 04, 2025LAS VEGAS--(BUSINESS WIRE)--Rimini Street, Inc. (Nasdaq: RMNI), a global provider of end-to-end enterprise software support, managed services and Agentic AI ERP innovation solutions, and the leading third-party support provider for Oracle, SAP and VMware software, today announced the findings of the 2025 Database Strategies and Support Survey – The Diversification and Decentralization Revolution, a global study conducted by Unisphere Research of more than 200 Oracle Database managers and practi.
Berkshire Hathaway Knocks It Out Of The Park In Q3 (Rating Upgrade) — Positive
BRK-A BRK-B Seeking Alpha — November 04, 2025Berkshire Hathaway Inc. released its third-quarter earnings this weekend. The company's most watched metric--operating earnings--widely beat expectations. Berkshire also cashed out of investments and grew its cash pile. Berkshire's large cash pile shows prudent risk management in an overheated market, not (as some think) a lack of investment ambition.
Lantheus Holdings, Inc. (LNTH) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit — Neutral
LNTH PRNewsWire — November 04, 2025BENSALEM, Pa. , Nov. 4, 2025 /PRNewswire/ -- The Law Offices of Howard G.
KMX BREAKING NEWS: CarMax, Inc. Tarriff Issues Trigger Securities Fraud Class Action after Stock Drops 20% -- Investors are Urged to Contact the Firm — Neutral
KMX Business Wire — November 04, 2025NEW YORK--(BUSINESS WIRE)---- $KMX #BFA--BFA Law announces that a class action lawsuit has been filed against CarMax, Inc. for securities fraud after significant stock drop.
Nuveen Churchill Direct Lending Corp. (NCDL) Q3 2025 Earnings Call Transcript — Neutral
NCDL Seeking Alpha — November 04, 2025Nuveen Churchill Direct Lending Corp. ( NCDL ) Q3 2025 Earnings Call November 4, 2025 1:00 PM EST Company Participants Robert Paun - MD & Head of Investor Relations, Retail & Wealth Kenneth Kencel - CEO, President & Chairman Shaul Vichness - CFO & Treasurer Conference Call Participants Brian Mckenna - Citizens JMP Securities, LLC, Research Division Finian O'Shea - Wells Fargo Securities, LLC, Research Division Cory Johnson - UBS Investment Bank, Research Division Arren Cyganovich - Truist Securities, Inc., Research Division Presentation Operator Welcome to Nuveen Churchill Direct Lending Corp's Third Quarter 2025 Earnings Call. [Operator Instructions] As a …
Innovative Industrial Properties, Inc. (IIPR) Q3 2025 Earnings Call Transcript — Neutral
IIPR Seeking Alpha — November 04, 2025Innovative Industrial Properties, Inc. ( IIPR ) Q3 2025 Earnings Call November 4, 2025 12:00 PM EST Company Participants Eli Kanter Alan Gold - Executive Chairman Paul Smithers - President, CEO & Director Ben Regin - Chief Investment Officer David Smith - CFO & Treasurer Conference Call Participants William Catherwood - BTIG, LLC, Research Division Aaron Grey - Alliance Global Partners, Research Division William Kirk - ROTH Capital Partners, LLC, Research Division Alexander Goldfarb - Piper Sandler & Co., Research Division Presentation Operator Good day, and welcome to the Innovative Industrial Properties, Inc. Q3 2025 Earnings Conference Call. [Operator Instructions] …
James River Group Holdings, Ltd. (JRVR) Q3 2025 Earnings Call Transcript — Neutral
JRVR Seeking Alpha — November 04, 2025James River Group Holdings, Ltd. ( JRVR ) Q3 2025 Earnings Call November 4, 2025 9:00 AM EST Company Participants Bob Zimardo - Senior VP for Investments & Investor Relations Frank D'Orazio - CEO & Director Sarah Doran - Chief Financial Officer Conference Call Participants Mark Hughes - Truist Securities, Inc., Research Division Brian Meredith - UBS Investment Bank, Research Division Presentation Operator Good morning.
Greenlight Capital Re, Ltd. (GLRE) Q3 2025 Earnings Call Transcript — Neutral
GLRE Seeking Alpha — November 04, 2025Greenlight Capital Re, Ltd. ( GLRE ) Q3 2025 Earnings Call November 4, 2025 9:00 AM EST Company Participants David Sigmon - General Counsel, Corporate Secretary & Chief Compliance Officer Greg Richardson - CEO & Directors David Einhorn - Founder, President, Director & Portfolio Manager Faramarz Romer - Chief Financial Officer Conference Call Participants Daniel De Jong Presentation Operator Thank you for joining the Greenlight Capital Re Limited Third Quarter 2025 Earnings Conference Call.
Harley-Davidson, Inc. (HOG) Q3 2025 Earnings Call Transcript — Neutral
HOG Seeking Alpha — November 04, 2025Harley-Davidson, Inc. ( HOG ) Q3 2025 Earnings Call November 4, 2025 9:00 AM EST Company Participants Shawn Collins - Director of Investor Relations Arthur Starrs - CEO, President & Director Jonathan Root - CFO & President of Commercial Conference Call Participants Craig Kennison - Robert W. Baird & Co. Incorporated, Research Division Stephen Grambling - Morgan Stanley, Research Division Noah Zatzkin - KeyBanc Capital Markets Inc., Research Division Robin Farley - UBS Investment Bank, Research Division Joseph Altobello - Raymond James & Associates, Inc., Research Division Sean Wagner - Citigroup Inc., Research Division Jaime Katz - Morningstar Inc., Research …
Genius Sports Limited (GENI) Q3 2025 Earnings Call Transcript — Neutral
GENI Seeking Alpha — November 04, 2025Genius Sports Limited ( GENI ) Q3 2025 Earnings Call November 4, 2025 8:00 AM EST Company Participants Brandon Bukstel - Investor Relations Manager Mark Locke - Co-Founder, CEO & Director Bryan Castellani - Chief Financial Officer Conference Call Participants Ryan Sigdahl - Craig-Hallum Capital Group LLC, Research Division William Lampen - BTIG, LLC, Research Division Michael Hickey - The Benchmark Company, LLC, Research Division Bernard McTernan - Needham & Company, LLC, Research Division Jordan Bender - Citizens JMP Securities, LLC, Research Division Jed Kelly - Oppenheimer & Co. Inc., Research Division Steven Pizzella - Deutsche Bank AG, Research Division …
Perplexity faces legal challenge from Amazon over AI shopping assistant — Negative
AMZN Proactive Investors — November 04, 2025Amazon.com Inc (NASDAQ:AMZN) has issued a cease-and-desist letter to Perplexity AI, alleging that the startup's browser-based assistant, Comet, violated its terms of service by making purchases on Amazon without authorization. According to Amazon, Comet acted on behalf of users to place orders without identifying itself, which the company claims amounted to computer fraud and breached its retail policies, which prohibit data mining, automated bots, or similar software tools from accessing or transacting on its platform.