New Mountain Finance (NMFC) Q2 2025 Earnings Conference Call Transcript — Neutral
NMFC Seeking Alpha — August 05, 2025New Mountain Finance (NASDAQ:NMFC ) Q2 2025 Earnings Call August 5, 2025 10:00 AM ET Company Participants John R. Kline - President, CEO & Director Kris Eric Corbett - CFO & Treasurer Laura C.

Equity Residential Q2 FFO Meets Estimates, Rental Income Rises Y/Y — Positive
EQR Zacks Investment Research — August 05, 2025EQR posts Q2 FFO per share in line with estimates, boosts full-year outlook on higher rental income and strong occupancy.

Priority Technology Pre-Q2 Earnings: Buy, Sell or Hold the Stock? — Negative
PRTH Zacks Investment Research — August 05, 2025PRTH eyes 10% y/y revenue growth in the second quarter of 2025, but a flat earnings ESP and regulatory risks may keep investors cautious ahead.

LuxExperience B.V. - Sponsored ADR (LUXE) Soars 6.1%: Is Further Upside Left in the Stock? — Positive
LUXE Zacks Investment Research — August 05, 2025LuxExperience B.V. - Sponsored ADR (LUXE) saw its shares surge in the last session with trading volume being higher than average.

Viper Energy, Inc. (VNOM) Q2 2025 Earnings Call Transcript — Neutral
VNOM Seeking Alpha — August 05, 2025Viper Energy, Inc. (NASDAQ:VNOM ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Austen Gilfillian - President of Viper Energy Partners GP LLC Chip Seale - Corporate Participant Matthew Kaes Van't Hof - CEO & Director of Viper Energy Partners GP LLC Conference Call Participants Aaron Bilkoski - TD Cowen, Research Division Christopher Moore Baker - Evercore ISI Institutional Equities, Research Division Derrick Lee Whitfield - Texas Capital Securities, Research Division Leo Paul Mariani - ROTH Capital Partners, LLC, Research Division Neil Singhvi Mehta - Goldman Sachs Group, Inc., Research Division Paul Michael Diamond - …

Diamondback Energy, Inc. (FANG) Q2 2025 Earnings Conference Call Transcript — Neutral
FANG Seeking Alpha — August 05, 2025Diamondback Energy, Inc. (NASDAQ:FANG ) Q2 2025 Earnings Call August 5, 2025 9:00 AM ET Company Participants Adam T. Lawlis - Vice President of Investor Relations Daniel N.

Ocular Therapeutix, Inc. (OCUL) Q2 2025 Earnings Call Transcript — Neutral
OCUL Seeking Alpha — August 05, 2025Ocular Therapeutix, Inc. (NASDAQ:OCUL ) Q2 2025 Earnings Call August 5, 2025 8:00 AM ET Company Participants Pravin U. Dugel - Executive Chairman, President & CEO William S.

CNA Financial Q2 Earnings Beat Estimates, Revenues Increase Y/Y — Positive
CNA Zacks Investment Research — August 05, 2025CNA posts Q2 earnings beat with $1.23 EPS and $3.4B in revenue, both exceeding consensus estimates.

Reinsurance Group Q2 Earnings and Revenues Miss, Premiums Rise Y/Y — Negative
RGA Zacks Investment Research — August 05, 2025RGA misses Q2 earnings and revenue estimates as adjusted operating EPS and net income decline year over year.

Buy, Sell or Hold SEZL Stock? Key Tips Ahead of Q2 Earnings — Positive
SEZL Zacks Investment Research — August 05, 2025Sezzle's second-quarter 2025 earnings loom as its stock skyrockets 1103% y/y, but high valuation and regulatory risks cloud the outlook.

First Watch Restaurant Group, Inc. (FWRG) Q2 2025 Earnings Call Transcript — Neutral
FWRG Seeking Alpha — August 05, 2025First Watch Restaurant Group, Inc. (NASDAQ:FWRG ) Q2 2025 Earnings Conference Call August 5, 2025 8:00 AM ET Company Participants Christopher A. Tomasso - CEO, President & Director Henry Melville Hope - CFO & Treasurer Matt Eisenacher - Chief Brand Officer Steven Louis Marotta - Vice President of Investor Relations Conference Call Participants Andrew Marc Barish - Jefferies LLC, Research Division Brian Hugh Mullan - Piper Sandler & Co., Research Division Brian Michael Vaccaro - Unidentified Company CGS International - Unidentified Company James Ronald Salera - Stephens Inc., Research Division Jon Michael Tower - Citigroup Inc. Exchange Research Patrick Lee …

ServiceNow's AI-driven Pro Plus Now Assist is seeing accelerated adoption, driving strong enterprise momentum with $5M+ and $20M+ ACV customers growing 19.5% and 30% YoY, respectively. Despite short-term concerns over slowing cRPO and shrinking margins from headcount growth, I see these as temporary and not detracting from the long-term story. I expect ServiceNow to deliver high-teens revenue growth and expanding margins as AI adoption explodes across enterprise use cases over the next three years.

Palantir Technologies Inc. delivered blowout Q2 results, with revenue up 47.5% and EPS beating expectations, fueled by surging demand in both commercial and government segments. Customer count and deal size both exceeded forecasts, highlighting robust adoption of Palantir's AI offerings and strong momentum in U.S. commercial and government sectors. Margins and cash flow are rapidly expanding, with adjusted free cash flow up 281% year-over-year and a pristine balance sheet, despite ongoing high stock-based compensation.

STAA Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Sale of STAAR Surgical to Alcon — Neutral
STAA GlobeNewsWire — August 05, 2025MONSEY, N.Y., Aug. 05, 2025 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of STAAR Surgical Company (Nasdaq: STAA) (“STAAR”) to Alcon, Inc. (“Alcon”) for $28.00 per share in cash.

Imunon, Inc. (NASDAQ:IMNN ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Douglas V. Faller - Chief Medical Officer Khursheed Anwer - Executive VP & Chief Scientific Officer Kimberly Graper - CFO and Principal Financial & Accounting Officer Stacy R.

Avanos Medical, Inc. (AVNS) Q2 2025 Earnings Call Transcript — Neutral
AVNS Seeking Alpha — August 05, 2025Avanos Medical, Inc. (NYSE:AVNS ) Q2 2025 Earnings Conference Call August 5, 2025 9:00 AM ET Company Participants David C. Pacitti - Chief Executive Officer Jason M.

Crescent Energy Company (CRGY) Q2 2025 Earnings Call Transcript — Neutral
CRGY Seeking Alpha — August 05, 2025Crescent Energy Company (NYSE:CRGY ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Brandi Kendall - CFO, Investor Relations & Director David C. Rockecharlie - CEO & Director John Clayton Rynd - Executive Vice President of Investments Conference Call Participants Charles Arthur Meade - Johnson Rice & Company, L.L.C.

CAT Q2 Earnings Miss Estimates, Down Y/Y on Tariff-Driven Cost Surge — Negative
CAT Zacks Investment Research — August 05, 2025Caterpillar's Q2 earnings miss estimates as tariff costs and weaker pricing pressured margins.

ZTS Q2 Earnings & Revenues Beat Estimates, '25 Outlook Raised — Positive
ZTS Zacks Investment Research — August 05, 2025Zoetis posts better-than-expected Q2 results with rising sales of pet medicines, boosting its 2025 outlook.

IPG Photonics' Q2 Earnings Beat Estimates, Revenues Decline Y/Y — Positive
IPGP Zacks Investment Research — August 05, 2025IPGP's second-quarter 2025 results reflect lower revenues from the Materials processing segment.
