Strategy (NasdaqGS:MSTR) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAndrew Kang - CFODan Hillary - Head of TreasuryLarry Lepard - Managing PartnerLyn Alden - Founder and PrincipalMichael Saylor - Executive ChairmanPete Christiansen - DirectorPhong Le - CEOShirish Jajodia - Corporate Treasurer and Head of Investor RelationsTom Lee - Managing Partner and the Head of ResearchConference Call ParticipantsAndrew Harte - Director and FinTech AnalystLance Vitanza - Research AnalystMark ...

Werner Enterprises (NasdaqGS:WERN) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAndrew Cox - Research Associate IIChris Neil - Senior VP of Pricing and Strategic PlanningChris Wikoff - EVP, Treasurer, and CFODerek Leathers - Chairman and CEOJason Seidl - Managing DirectorKen Hoexter - Managing DirectorRavi Shanker - Managing DirectorConference Call ParticipantsBrian Ossenbeck - Managing Director and Senior Analyst of TransportationJordan Alliger - VP and Equity Research Analyst of ...

News Corp (NasdaqGS:NWS) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsEntcho Raykovski - Managing Director and Media & TelcoLavanya Chandrashekar - CFOMichael Florin - Head of Investor RelationsRobert Thomson - CEOConference Call ParticipantsCraig Huber - Equity Research AnalystDavid Joyce - Senior Equity Analyst of Media SectorDavid Karnovsky - Executive Director and Senior Research AnalystOperatorWelcome to News Corp's second quarter fiscal 2026 earnings conference call. Today's ...

ESCO Technologies (NYSE:ESE) Q1 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsBryan Sayler - President and CEOChris Tucker - SVP and CFOKate Lowrey - VP of Investor RelationsConference Call ParticipantsJon Tanwanteng - Managing Director and Senior Equity Research AnalystTommy Moll - Managing Director and Senior Equity Research AnalystOperatorDay, and thank you for standing by. Welcome to Q1 2026 ESCO Technologies Earnings Call. At this time, all participants are in a listen-only mode. ...

MGM Resorts International (NYSE:MGM) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAyesha Molino - COOBarry Jonas - Managing DirectorBill Hornbuckle - CEO and PresidentBrandt Montour - Director of Equity ResearchHoward Wang - Vice President of Investor RelationsJonathan Halkyard - CFOKenneth Feng - CEOStephen Grambling - Managing DirectorConference Call ParticipantsChad Beynon - Managing Director and AnalystShaun Kelley - Senior Research Analyst and Managing DirectorSteve Pizzella ...

Open Text (NasdaqGS:OTEX) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsGreg Secord - Head of Investor RelationsJames McGourlay - Interim CEOSteve Ray - EVP and CFOTom Jenkins - Executive Chair and Chief Strategy OfficerConference Call ParticipantsDavid Kwan - Research Analyst in TechnologyGeorge Kurosawa - Equity Research AnalystKarl Keirstead - Managing Director and Senior Equity Research AnalystPaul Treiber - Director and Senior Equity Research AnalystThanos Moschopoulos - Manag ...

Good Times Restaurants (NasdaqCM:GTIM) Q1 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsKeri August - Chief Accounting OfficerKevin Holden - Founder and CEORyan Zink - CEOOperatorHello, everyone. Thank you for joining us, and welcome to the Good Times Restaurants Incorporated Q1 2026 earnings call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one on your telephone keypad. To withdraw your question, p ...

Paylocity (NasdaqGS:PCTY) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAustin Cole - Equity Research AssociateBrad Reback - Managing DirectorDaniel Jester - Managing Director of Software ResearchJared Levine - Equity Research DirectorJohn Messina - Research AssociateMatt VanVliet - Managing Director of Equity ResearchRyan Glenn - CFOSamad Samana - Managing DirectorScott Berg - Managing DirectorSean McMahon - Equity Research AssociateSiti Panigrahi - Managing DirectorSteve Beaucham ...

Financial Data and Key Metrics Changes - The company reported Core FFO per share of $1.86 for Q4 2025 and $7.39 for the full year, representing a 10% increase over 2024 [5][25] - Core FFO per share grew by 8% year-over-year in Q4 2025, reflecting strong core growth and continued growth in fee income [20][25] - Same capital cash NOI growth was 8.6% year-over-year in Q4, driven by an 8.2% increase in data center revenue [26] Business Line Data and Key Metrics Changes - The company signed over $1 billion in new leases for the second consecutive year, with bookings of $1.2 billion in 2025, nearly 70% above the average of the previous five years [9][20] - The 0-1 MW-plus interconnection product set posted nearly $340 million in bookings, a record and 35% higher than 2024 levels [9][20] - The greater-than-1 MW category saw $78 million in bookings, with pricing remaining strong at over $180 per kilowatt [22] Market Data and Key Metrics Changes - Demand for data center capacity remained robust, particularly in the Americas, which accounted for 65% of bookings in Q4 [21] - The company expanded its footprint in the APAC region, entering Indonesia and acquiring a highly connected data center in Malaysia [12][78] - The total backlog reached a record of nearly $1.4 billion at year-end, reflecting strong data center fundamentals [23] Company Strategy and Development Direction - The company focuses on a global, full-spectrum, and connectivity-rich platform, emphasizing operational excellence and disciplined capital allocation [8] - The strategy includes expanding into emerging markets and enhancing interconnection capabilities to support AI and cloud demands [12][78] - The company aims to deliver AI-ready infrastructure in tier-one metros, addressing the growing demand for AI inference workloads [11][16] Management's Comments on Operating Environment and Future Outlook - Management noted that data centers have gained prominence due to accelerated AI adoption and cloud platform scaling, with power becoming a primary constraint [7][8] - The outlook for 2026 anticipates continued growth in cloud and AI demand, with expectations for total revenue and Adjusted EBITDA growth of over 10% [33] - Management highlighted the importance of securing power capacity and maintaining a strong track record of on-time delivery to meet customer needs [17][66] Other Important Information - The company raised EUR 1.4 billion in a dual tranche green Eurobond offering to support its growth strategy [30] - The balance sheet remains robust with nearly $7 billion in liquidity and approximately $15 billion in dry powder for hyperscale data center development [31] - The company plans to enhance its reporting metrics to focus more on power-based metrics, aligning with how the business is managed [26] Q&A Session Summary Question: Insights on hyperscaler activity and bookings - Management noted a significant increase in hyperscaler demand, particularly in Northern Virginia, Charlotte, Atlanta, and Dallas, with customers looking further out for power capacity [36][38] Question: Context around AI inference scaling - Management indicated that both hyperscale and enterprise businesses are seeing increased demand for AI-related infrastructure, with a notable rise in enterprise AI use cases [41][42] Question: Impact of industry capacity growth on bookings - Management expressed confidence in continued strong demand despite upcoming industry capacity growth, emphasizing their proactive development strategy [65][67] Question: Disconnect between public and private data center valuations - Management discussed the importance of asset mix in valuation discrepancies and highlighted their strategy to leverage both private and public capital for growth [69][72] Question: Investments in new markets - Management explained their strategy of acquiring highly connected assets in emerging markets like Malaysia and Indonesia, focusing on interconnection capabilities [77][78]

Microchip (NasdaqGS:MCHP) Q3 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsBlayne Curtis - Managing Director and Equity ResearchChris Casso - Managing DirectorEric Bjornholt - CFOHarlan Sur - Managing DirectorJames Schneider - PresidentMatthew Prisco - VP in Equity ResearchMatthias Kaestner - VP of Networking and Connectivity Business UnitsSteve Sanghi - Executive ChairConference Call ParticipantsJoseph Moore - Semiconductor Industry AnalystVijay Rakesh - Senior Technology and Semicon ...