Stagwell Inc. (NASDAQ:STGW ) Q2 2025 Earnings Call July 31, 2025 8:30 AM ET Company Participants Ben Allanson - Director of Investor Relations Frank P. Lanuto - Executive Vice President of Finance Mark Jeffrey Penn - Chairman & CEO Ryan Greene - Chief Financial Officer Ben Allanson Good morning from Stagwell's offices in Washington, D.C.

BMY's double-beat FQ2'25 performance and raised FY2025 guidance have been met with much skepticism, as observed in the steep pullback post earnings. This is despite the Growth Portfolio comprising over 50% of its overall revenues, with further expansion likely thanks to its intensified R&D, partnerships, and M&A efforts. BMY's discounted valuations present a deep-value buying opportunity, with patient investors well rewarded with rich dividend yields, pending growth acceleration.

Cloudflare, Inc. NET reported better-than-expected second-quarter financial results and raised its FY25 guidance on Thursday.

Huntsman Corporation (NYSE:HUN ) Q2 2025 Earnings Call August 1, 2025 10:00 AM ET Company Participants Ivan Mathew Marcuse - Vice President of Investor Relations & Corporate Development Peter R. Huntsman - Chairman, President & CEO Philip M.

HRTG eyes a 68.8% earnings jump in Q2 but a 0.00% Earnings ESP clouds the possibility of the continuation of the insurer's streak of beats.

AJG's Q2 revenue climbs 16% on strong fee and finance income, but EPS slips short of expectations.

MKL tops Q2 earnings and revenue estimates, but profits dip as rising expenses weigh on margins.

BALL's Q2 results may show sales growth and volume gains, but profit margins face pressure from rising costs.

RIVN eyes revenue growth and a narrower loss in Q2, driven by rising software and services despite delivery declines.

Lumen Technologies, Inc. is a turnaround story that markets overlook, as it focuses on balance sheet health, EBITDA growth, and returning to revenue growth driven by AI infrastructure investments. Despite a Q2 loss and revenue decline, Lumen raised its free cash flow outlook and continues executing on major contracts, including an $8.5 billion private connectivity fiber deal. Debt remains a manageable risk, with recent refinancing reducing interest expenses and extending maturities, supporting the company's transformation efforts.

Arbor Realty Trust, Inc. (NYSE:ABR ) Q2 2025 Earnings Conference Call August 1, 2025 10:00 AM ET Company Participants Ivan Paul Kaufman - Chairman, President & CEO Paul Anthony Elenio - Executive VP & CFO Conference Call Participants Crispin Elliot Love - Piper Sandler & Co., Research Division Jade Joseph Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division Richard Barry Shane - JPMorgan Chase & Co, Research Division Steven Cole Delaney - Citizens JMP Securities, LLC, Research Division Operator Good morning, ladies and gentlemen, and welcome to the Second Quarter 2025 Arbor Realty Trust Earnings Conference Call. [Operator Instructions] …

The outlook of the Zacks Metal Products - Procurement and Fabrication industry looks upbeat and stocks like ESAB, TRS and KALU are worth keeping an eye on.

GWW posts Q2 earnings miss despite solid revenue growth, with strong gains in its Endless Assortment segment.

VRT stock rises post second-quarter 2025 earnings on strong sales and AI-driven deals, but high valuation and competition may limit upside for now.

AMZN's Q2 results benefit from a solid momentum in North America and International segments alongside steady growth in AWS. The stock drops on mixed Q3 guidance.

IFF braces for Q2 results with segment growth in Taste and Health & Biosciences, but rising costs may weigh on margins.

Mirion Technologies, Inc. (NYSE:MIR ) Q2 2025 Earnings Conference Call August 1, 2025 10:00 AM ET Company Participants Brian Schopfer - Chief Financial Officer Eric Linn - Corporate Participant Thomas D. Logan - Founder, Medical Group President, CEO & Chairman Conference Call Participants Andrew Alec Kaplowitz - Citigroup Inc., Research Division Christopher Paul Moore - CJS Securities, Inc. Joseph Alfred Ritchie - Goldman Sachs Group, Inc., Research Division Robert W.

Cousins Properties Incorporated (NYSE:CUZ ) Q2 2025 Earnings Call August 1, 2025 10:00 AM ET Company Participants Gregg D. Adzema - Executive VP & CFO Jane Kennedy Hicks - Chief Investment Officer, Executive VP & MD of Atlanta Michael Colin Connolly - President, CEO & Director Pamela F.

Not all in the the Magnificent 7 is magnificent today.

Casella Waste Systems, Inc. (NASDAQ:CWST ) Q2 2025 Earnings Conference Call August 1, 2025 10:00 AM ET Company Participants Bradford J. Helgeson - Executive VP & CFO Brian Butler - Corporate Participant Edmond R.