Great Elm Group (NasdaqGS:GEG) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAdam Yates - Managing DirectorJason Reese - CEOKeri Davis - CFOOperatorGreetings and welcome to the Great Elm Group fiscal 2026 second quarter conference call. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star 0 on your telephone keypad. As a ...

Fluence Energy (NasdaqGS:FLNC) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAhmed Pasha - CFOBen Kallo - Managing DirectorChris Shelton - VP of Investor RelationsChristine Cho - Managing DirectorDimple Gosai - Head of US Cleantech & Sustainability Equity ResearchDylan Nassano - SVPGeorge Gianarikas - Sustainability ResearchJulian Nebreda - President and CEOZach Tuckwell - Managing DirectorConference Call ParticipantsBrian Lee - Clean Technology AnalystMark Strouse - Equity Researc ...

Regis (NasdaqGM:RGS) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsBill Charters - FounderJim Lain - Interim President and CEOKersten Zupfer - EVP and CFOKersten ZupferI am joined today by our Interim CEO, Jim Lain. All participants are in a listen-only mode, and this conference is being recorded. I would like to remind everyone that the language on forward-looking statements included in our earnings release and 8-K filing also applies to our comments made on the call today. These ...

Stewart Information Services (NYSE:STC) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsBose George - Managing DirectorDavid Hisey - CFOFred Eppinger - CEOKat Bass - Director of Investor RelationsConference Call ParticipantsGeoffrey Dunn - Equity Analyst and PartnerOscar Nieves - AnalystOperatorYHello and thank you for joining the Stewart Information Services Corporation's Fourth Quarter and Full year 2025 Earnings Call. At this time, all participants are in a listen-only mode. Later ...

Peloton (NasdaqGS:PTON) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsArpine Kocharyan - Managing DirectorEric Sheridan - Managing DirectorJames Marsh - SVP of Investor RelationsLiz Coddington - CFOPeter Stern - CEO and PresidentShweta Khajuria - Managing Director of Global InternetYoussef Squali - Managing Director and Head of Internet and Digital Media Research GroupOperatorGood day, and welcome to Peloton's second quarter fiscal year 2026 conference call. At this time, all parti ...

PriceSmart (NasdaqGS:PSMT) FY 2026 Annual General Meeting February 05, 2026 08:30 AM ET Company ParticipantsDavid Price - CEOFrancisco Velasco - EVP, Chief Legal Officer, and Assistant SecretaryOperatorWelcome to the annual meeting for PriceSmart, Inc. It is now my pleasure to introduce Mr. David Price. Please go ahead, sir.David PriceGood morning, ladies and gentlemen. I'm David Price, Chief Executive Officer of PriceSmart. It is my pleasure to welcome you to the 2026 virtual annual meeting of the company' ...

MasterCraft Boat (NasdaqGM:MCFT) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAlec Harmon - Director of Strategy and Investor RelationsBrad Nelson - CEOGregory Miller - Managing Director at Digital Infrastructure Equity ResearchScott Kent - CFOConference Call ParticipantsAnna Glaessgen - Senior Equity Research AnalystCraig Kennison - Director of Research Operations and Senior Research AnalystEric Wold - Executive Director and Equity Research AnalystGerrick Johnson - Managing Direc ...

Great Elm Group (NasdaqGS:GEG) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAdam Yates - Managing DirectorJason Reese - CEOKeri Davis - CFOOperatorGreetings and welcome to the Great Elm Group Fiscal 2026 second quarter conference call. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star 0 on your telephone keypad. As a ...

Financial Data and Key Metrics Changes - The Cigna Group reported full-year adjusted revenue of $275 billion, reflecting an 11% growth year-over-year [8] - Adjusted earnings per share (EPS) for the full year reached $29.84, a 9% increase compared to the previous year [8][17] - The company recorded after-tax special item charges of $483 million, equating to $1.82 per share [4][5] Business Line Data and Key Metrics Changes - Evernorth's specialty and care services business generated $26.7 billion in revenue, marking a 14% year-over-year increase [31] - The pharmacy benefit services business within Evernorth delivered $36.3 billion in revenue, with adjusted earnings of $1.2 billion [31] - Cigna Healthcare achieved adjusted revenues of $11.2 billion in the fourth quarter, with pre-tax adjusted earnings of $734 million [32] Market Data and Key Metrics Changes - The company reported a 13% year-over-year growth in the number of specialty prescriptions [18] - The specialty pharmacy market is projected to grow significantly, with expectations of long-term average annual income growth of 8%-12% [75] - Approximately 90% of all prescriptions filled in the U.S. are generic, contributing to lower overall pharmacy spending [15] Company Strategy and Development Direction - The Cigna Group is focused on evolving its business model to enhance affordability and transparency in healthcare, particularly through a new rebate-free pharmacy benefits model [10][25] - The company aims to leverage partnerships and innovative solutions to improve patient access and lower costs, including collaborations with various healthcare providers [14][22] - Strategic investments in specialty capabilities and care services are intended to position the company for sustainable growth in a rapidly changing environment [8][31] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a dynamic healthcare landscape, emphasizing a commitment to lowering healthcare costs and improving access to quality care [10][12] - The outlook for 2026 includes projected consolidated adjusted revenues of approximately $280 billion and adjusted EPS of at least $30.25 [33][34] - Management highlighted the importance of addressing underlying cost drivers in healthcare, including rising demand due to chronic conditions and aging populations [11] Other Important Information - The company announced a global settlement with the Federal Trade Commission, which is expected to provide $7 billion in out-of-pocket cost relief over the next 10 years for customers [9] - Cigna's new pharmacy benefit model is designed to ensure the lowest out-of-pocket costs for consumers and enhance support for local pharmacies [61] Q&A Session Summary Question: Discussion on PBM legislation and margin profile - Management indicated that the margin profile for the pharmacy benefit services (PBM) will remain similar despite the new model and regulatory changes, with a potential maximum impact of 1% on the effective tax rate due to the relocation of GPO capabilities [40][45] Question: Adoption of the new pricing model - The entire Cigna Healthcare fully insured book is expected to adopt the new pricing model by 2027, with at least 50% of the Evernorth business adopting it by the end of 2028 [48][51] Question: Specialty business growth drivers - The specialty business is experiencing strong growth, driven by increased prescriptions and a focus on biosimilars, with expectations for continued momentum in 2026 [75][78]

NetScout Systems (NasdaqGS:NTCT) Q3 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAnil Singhal - President and CEOKevin Liu - Founder and CEOScott Dressel - VP of Corporate FinanceSimran Biswal - Equity Research Senior AssociateTony Piazza - EVP and CFOConference Call ParticipantsErik Suppiger - Managing Director and Senior Research AnalystOperatorThank you for standing by and welcome to NETSCOUT's third quarter fiscal year 2026 financial results conference call. At this time, all par ...