Lamb Weston Holdings, Inc. (LW) Q2 2025 Earnings Conference Call Transcript — Neutral
LW Seeking Alpha — July 23, 2025Lamb Weston Holdings, Inc. (NYSE:LW ) Q2 2025 Earnings Call July 23, 2025 10:00 AM ET Company Participants Bernadette M. Madarieta - Chief Financial Officer Debbie Hancock - Vice President of Investor Relations Michael Jared Smith - President, CEO & Director Conference Call Participants Alexia Jane Burland Howard - Sanford C.
Hasbro says it has magic to thank for muting the impact of tariffs this quarter. More to the point, Magic the Gathering, the collectible card game from the company's Wizards of the Coast business, saw a 23% uptick in revenue, according to quarterly earnings released Wednesday (July 23).
MongoDB Intensifies Focus on Subscriptions: What's the Path Ahead? — Neutral
MDB Zacks Investment Research — July 23, 2025MDB pushes deeper into enterprise and AI with a sharpened focus on subscriptions and global developer adoption.
Crown Electrokinetics Corp. Announces Intent to Voluntarily Delist from Nasdaq — Neutral
CRKN Accesswire — July 23, 2025LOS ANGELES, CA / ACCESS Newswire / July 23, 2025 / Crown Electrokinetics Corp. (Nasdaq:CRKN) ("Crown" or the "Company") today announced that its Board of Directors approved the commencement of the process to voluntarily delist its securities from the Nasdaq Stock Market LLC ("Nasdaq") and its intention to file a Form 25 Notification of Delisting with the Securities and Exchange Commission (the "SEC"), which will remove the Company's common stock, par value $0.001 (the "common stock"), from listing and registration on Nasdaq. Nasdaq previously suspended the trading of the Company's common stock on March 5, 2025 due to noncompliance with …
Grupo Televisa, S.A.B. (TV) Q2 2025 Earnings Call Transcript — Neutral
TV Seeking Alpha — July 23, 2025Grupo Televisa, S.A.B. (NYSE:TV ) Q2 2025 Earnings Conference Call July 23, 2025 11:00 AM ET Company Participants Alfonso de Angoitia Noriega - Co-CEO & Director Francisco Tosta Valim Filho - CEO of Sky & CEO of Cable segment Conference Call Participants Emilio Fuentes - Unidentified Company Matthew Joseph Harrigan - The Benchmark Company, LLC, Research Division Milenna Okamura - Goldman Sachs Group, Inc., Research Division Olivia Mogavero - Unidentified Company Operator Good morning, and welcome to Grupo Televisa's Second Quarter 2025 Conference Call.
Amphenol Beats Q2 Earnings Estimates, Revenues Increase Y/Y — Positive
APH Zacks Investment Research — July 23, 2025Amphenol surges past Q2 estimates with 88% EPS growth and record $5.7B in sales, fueled by strong IT datacom demand.
BILL vs. Intuit: Which Fintech Powerhouse Stock Is the Smarter Buy? — Positive
BILL INTU Zacks Investment Research — July 23, 2025INTU surges ahead with strong earnings and an expanding SMB ecosystem, while BILL Holdings battles headwinds despite innovation gains.
Based on the lasted earnings projections, Altria Group, Inc. stock is like an equity bond with a 12% yield in my model. With the EPS revisions for its FQ2, MO's EBT (earnings before taxes) multiple is only 8.39x, translating a 12% EBT yield. Earnings consistency, 55 years of dividend growth, and a safe payout ratio reinforce MO's defensive and quasi-bond appeal.
Freeport-McMoRan Inc. (FCX) Q2 2025 Earnings Call Transcript — Neutral
FCX Seeking Alpha — July 23, 2025Freeport-McMoRan Inc. (NYSE:FCX ) Q2 2025 Earnings Conference Call July 23, 2025 10:00 AM ET Company Participants David Joint - Vice President of Investor Relations Kathleen Lynne Quirk - CEO, President & Director Maree E. Robertson - Executive VP & CFO Mark Jerome Johnson - President & COO of Freeport-McMoRan Indonesia Richard Carl Adkerson - Chief Executive Officer of Freeport- Mcmoran Inc & President of Freeport- Mcmoran Inc Stephen T.
Matador Resources Company (MTDR) Q2 2025 Presentation Call Transcript — Neutral
MTDR Seeking Alpha — July 23, 2025Matador Resources Company (NYSE:MTDR ) Q2 2025 Presentation Conference Call July 23, 2025 11:00 AM ET Company Participants Brian J. Willey - Executive Vice President of Midstream Bryan A.
Hilton Worldwide Holdings Inc. (HLT) Q2 2025 Earnings Call Transcript — Neutral
HLT Seeking Alpha — July 23, 2025Hilton Worldwide Holdings Inc. (NYSE:HLT ) Q2 2025 Earnings Conference Call July 23, 2025 9:00 AM ET Company Participants Christopher J. Nassetta - President, CEO & Director Jill Chapman - Senior VP and Head of Development Operations & Investor Relations Kevin J.
Will Escalating Medical Costs Dampen Centene's Q2 Earnings? — Negative
CNC Zacks Investment Research — July 23, 2025CNC's Q2 earnings are likely to have felt the pinch as rising medical costs pressure margins despite higher premium revenues.
Churn Concerns Weigh On Verizon's Wireless Outlook Despite Financial Gains — Negative
VZ Benzinga — July 23, 2025Verizon Communications VZ delivered an encouraging second-quarter performance, highlighted by healthy financial growth and a significant boost to free cash flow.
Gold and Bitcoin Shining This Year as ETFs Drive Diversification — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL See It Market — July 23, 2025Bitcoin and gold share the same year-to-date return, both up 28% through July 16. So far, 2025 has been the year of diversification, thanks to hefty gains in international stocks, a positive (though rocky) return in the bond market, and tailwinds in the alternative asset space.
There wasn't a Buffet-premium built into the Berkshire Hathaway stock, says UBS' Brian Meredith — Positive
BRK-A BRK-B CNBC Television — July 23, 2025Brian Meredith, UBS senior insurance analyst, joins 'The Exchange' to discuss his bullish outlook on Berkshire Hathaway,
AT&T Inc. (NYSE:T ) Q2 2025 Earnings Conference Call July 23, 2025 8:30 AM ET Company Participants Brett Feldman - Senior Vice President of Finance & Investor Relations John Stankey - CEO & Chairman Pascal Desroches - Senior EVP & CFO Conference Call Participants John Hodulik - UBS Investment Bank, Research Division Peter Supino - Wolfe Research, LLC Benjamin Swinburne - Morgan Stanley, Research Division Michael Rollins - Citigroup Inc., Research Division Sebastiano Petti - JPMorgan Chase & Co, Research Division Bryan Kraft - Deutsche Bank AG, Research Division Kannan Venkateshwar - Barclays Bank PLC, Research Division Operator Good morning, …
First Bank (NASDAQ:FRBA ) Q2 2025 Earnings Conference Call July 23, 2025 9:00 AM ET Company Participants Patrick Ryan - President, CEO & Director Andrew Hibshman - Executive VP, Treasurer & CFO Darleen Gillespie - EVP & Chief Retail Banking Officer Peter Cahill - Executive VP & Chief Lending Officer Conference Call Participants Justin Crowley - Piper Sandler & Co., Research Division Manuel Navas - D.A. Davidson & Co., Research Division Kyle Gierman - Hovde Group Operator Hello, and thank you for standing by.
Pegasystems Q2 Earnings Surpass Estimates, Revenues Increase Y/Y — Positive
PEGA Zacks Investment Research — July 23, 2025PEGA posts Q2 earnings and revenue beats as AI-driven cloud growth boosts subscriptions, backlog and margins despite rising expenses.
UiPath Stock Screams Undervalued as Market Overlooks Its RPA Dominance — Positive
PATH Zacks Investment Research — July 23, 2025PATH trades well below peers like NOW and PEGA, despite leading RPA adoption across finance, healthcare, and logistics.
