Amentum (NYSE:AMTM) Q1 2026 Earnings call February 10, 2026 08:30 AM ET Company ParticipantsAndrew Harte - DirectorColin Canfield - DirectorJohn Heller - CEOKen Herbert - Managing DirectorMariana Perez Mora - Managing DirectorNathan Rutledge - Senior VP and Head of Investor RelationsSteve Arnette - COOTobey Sommer - Managing DirectorTravis Johnson - CFOConference Call ParticipantsGavin Parsons - AnalystKristine Liwag - Research AnalystSeth Seifman - AnalystTrevor Walsh - Research AnalystOperatorI would now ...

Consensus Cloud Solutions (NasdaqGS:CCSI) Q4 2025 Earnings call February 10, 2026 08:30 AM ET Company ParticipantsAdam Varon - SVP of FinanceJim Malone - CFOJohnny Hecker - Chief Revenue Officer and EVP of OperationsScott Turicchi - CEOConference Call ParticipantsDavid Larsen - Equity Research AnalystGene Mannheimer - Senior Research AnalystIsaac Saulson - AnalystOperatorGood day, ladies and gentlemen, and welcome to Consensus Q4 2025 earnings call. My name is Paul, and I will be the operator assisting you ...

Marriott International (NasdaqGS:MAR) Q4 2025 Earnings call February 10, 2026 08:30 AM ET Company ParticipantsAnthony Capuano - CEOJackie Burka McConagha - SVP of Investor RelationsLeeny Oberg - CFORichard Clarke - Managing DirectorStephen Grambling - Managing Director and the Head of U.S. Gaming, Lodging, and Leisure ResearchConference Call ParticipantsAri Klein - Director and Equity Research AnalystBrandt Montour - Director and Senior Equity Research AnalystConor Cunningham - Director and Senior Equity Re ...

Financial Data and Key Metrics Changes - In Q4, net revenue was $1.5 billion, up 31% year-over-year, with adjusted operating profit increasing 180% to $315 million, resulting in a 21.8% operating margin [17][18] - For the full year, net revenue grew 14% to $4.7 billion, with adjusted operating profit increasing 36% to $1.1 billion and an adjusted operating margin of 24.2%, up nearly 400 basis points [18][20] - Adjusted earnings per diluted share were $5.54 for the full year [18] Business Line Data and Key Metrics Changes - Wizards revenue grew 86% to $630 million in Q4, driven by Magic, which was up 141% year-over-year [18][19] - Consumer products revenue in Q4 was $800 million, up 7%, while for the full year, it declined 4% to $2.4 billion [19][20] - Adjusted operating profit for Wizards was $284 million in Q4, resulting in a 45% operating margin, while consumer products delivered an adjusted operating profit of $113 million [19][20] Market Data and Key Metrics Changes - The company reached over 1 billion people annually through its brands, significantly increasing from an initial estimate of 585 million [6][7] - The Wizards Play Network saw a 22% increase in unique players participating in organized play, with over 1 million players by the end of 2025 [10] Company Strategy and Development Direction - The "Playing to Win" strategy focuses on two pillars: play and partnership, aiming to drive growth and profitability [5][6] - The company is expanding its partnerships with major franchises, including Harry Potter and K-Pop, to enhance its product offerings and market reach [8][12] - The company is leveraging AI to improve productivity and innovation, expecting to free up over 1 million hours of lower-value work [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in returning to growth despite market volatility, with expectations for continued momentum in 2026 [16][21] - The company anticipates consolidated revenue growth of 3% to 5% year-over-year for 2026, with operating margins between 24% and 25% [22][24] - Management highlighted the importance of a strong entertainment slate and consumer engagement in driving future growth [22][23] Other Important Information - The company plans to restart share repurchases with a new $1 billion program, reinforcing its commitment to returning capital to shareholders [25] - The company achieved $893 million in operating cash flow and ended the year with $777 million in cash on the balance sheet [21] Q&A Session Summary Question: Magic's growth and future guidance - Management discussed several growth vectors for Magic, including distribution growth and player engagement, indicating a robust pipeline for 2026 [29][31] Question: Partnerships and their impact on growth - Management emphasized the strategic importance of partnerships in driving growth and enhancing brand engagement, with expectations for continued positive impact on revenue [35][39] Question: Wizards' margin performance - Management explained that while margins expanded in 2025, some contraction is expected in 2026 due to increased royalty expenses and costs associated with upcoming video game releases [43][45] Question: Consumer products revenue outlook - Management indicated that consumer products revenue is expected to grow low single digits, supported by a strong entertainment slate from partners [47][49] Question: Digital gaming pipeline - Management highlighted ongoing investments in digital gaming, with expectations for strong performance from upcoming titles like Exodus and Warlock [76][84]

Gilat Satellite Networks (NasdaqGS:GILT) Q4 2025 Earnings call February 10, 2026 08:30 AM ET Company ParticipantsAdi Sfadia - CEOGil Benyamini - CFOSanjay Hurry - Investor Relations RepresentativeConference Call ParticipantsChris Quilty - Equity Research AnalystGunther Karger - Equity Research AnalystLouie DiPalma - Equity Research AnalystRyan Koontz - Equity Research AnalystSergey Glinyanov - Equity Research AnalystOperatorLadies and gentlemen, thank you for standing by. Welcome to Gilat's fourth quarter 2 ...

Hasbro (NasdaqGS:HAS) Q4 2025 Earnings call February 10, 2026 08:30 AM ET Company ParticipantsChris Cocks - CEOFred Wightman - VP of Investor RelationsGina Goetter - CFO and COOConference Call ParticipantsArpine Kocharyan - Equity Research AnalystChristopher Horvers - Senior Equity Research AnalystEric Handler - Senior Research AnalystGerrick Johnson - Senior Equity AnalystJames Hardiman - Senior Equity Research AnalystKylie Cohu - Senior Equity Research AnalystMegan Alexander - Equity Research AnalystSteph ...

Quest Diagnostics (NYSE:DGX) Q4 2025 Earnings call February 10, 2026 08:30 AM ET Company ParticipantsBenjamin Shaver - Equity Research AssociateElizabeth Anderson - Senior Managing DirectorJames E. Davis - Chairman, CEO and PresidentKevin Caliendo - Managing DirectorMichael Ryskin - Managing DirectorPatrick Donnelly - Managing DirectorSam Samad - CFOShawn Bevec - VP of Investor RelationsTycho Peterson - Managing DirectorConference Call ParticipantsAndrew Brackmann - Research AnalystErin Wright - Senior Equi ...

The Coca-Cola Company (NYSE:KO) Q4 2025 Earnings call February 10, 2026 08:30 AM ET Company ParticipantsCarlos Laboy - Managing Director and Global Beverage HeadHenrique Braun - CEO-elect and Chief Operating OfficerJames Quincey - Chairman and CEOJohn Murphy - President and CFOKaumil Gajrawala - Managing DirectorRob Ottenstein - Senior Managing DirectorRobin Halpern - Vice President and Head of Investor RelationsConference Call ParticipantsAndrea Teixeira - Managing Director and Senior Equity Research Analy ...

Aramark (NYSE:ARMK) Q1 2026 Earnings call February 10, 2026 08:30 AM ET Company ParticipantsFelise Kissell - SVP of Investor Relations and Corporate DevelopmentJim Tarangelo - CFOJohn Zillmer - CEOConference Call ParticipantsAndrew Steinerman - Managing Director and Senior Equity Research AnalystAndrew Wittmann - Managing Director and Senior Research AnalystIan Zaffino - Managing Director and Senior Equity Research AnalystJaafar Mestari - Equity Research AnalystJasper Bibb - VP and Senior Equity Research An ...

S&P Global (NYSE:SPGI) Q4 2025 Earnings call February 10, 2026 08:30 AM ET Company ParticipantsAlex Hess - Equity Research VPEric Aboaf - CFOFaiza Alwy - Managing Director of US Company ResearchMark Grant - SVP of Investor Relations and TreasurerMartina Cheung - President and CEOOwen Lau - Managing DirectorPeter Christiansen - DirectorScott Wurtzel - Director of Equity ResearchShlomo Rosenbaum - Managing Director of Business and Information ServicesConference Call ParticipantsAndrew Nicholas - Research Anal ...