Vodafone Group (NasdaqGS:VOD) Q3 2026 Earnings call February 05, 2026 05:00 AM ET Speaker3Good morning, everyone, and thank you for joining us today. Alongside me, I'm pleased to be joined by Pilar, our new Group CFO. Welcome, Pilar.Speaker7Thank you, Margherita. It's great to be with everyone today.Speaker3Before going to Q&A, let me provide you, as usual, with a brief summary of our Q3 results. Overall, we continue to perform well and have maintained our good top-line momentum, having grown Group service ...

Banco Bilbao Vizcaya Argentaria (NYSE:BBVA) Q4 2025 Earnings call February 05, 2026 03:30 AM ET Company ParticipantsLuisa Gómez Bravo - CFOOnur Genç - CEOPatricia Bueno - Head of Investor RelationsConference Call ParticipantsAndrea Filtri - AnalystBenjamin Toms - AnalystBorja Ramírez - AnalystBritta Schmidt - AnalystCarlos Peixoto - AnalystCecilia Romero Requejo - AnalystFernando Gil de Santivañes - AnalystFrancisco Riquel - AnalystHugo Cruz - AnalystIgnacio Cerezo - AnalystMaksym Mishyn - AnalystMarta Sánc ...

Banco Bilbao Vizcaya Argentaria (NYSE:BBVA) Q4 2025 Earnings call February 05, 2026 03:30 AM ET Company ParticipantsLuisa Gómez Bravo - CFOOnur Genç - CEOPatricia Bueno - Head of Investor RelationsConference Call ParticipantsAndrea Filtri - AnalystBenjamin Toms - AnalystBorja Ramírez - AnalystBritta Schmidt - AnalystCarlos Peixoto - AnalystCecilia Romero Requejo - AnalystFernando Gil de Santivañes - AnalystFrancisco Riquel - AnalystHugo Cruz - AnalystIgnacio Cerezo - AnalystMaksym Mishyn - AnalystMarta Sánc ...

Banco Bilbao Vizcaya Argentaria (NYSE:BBVA) Q4 2025 Earnings call February 05, 2026 03:30 AM ET Speaker17Good morning, and thank you for joining us for BBVA's fourth quarter results presentation. As every quarter, I'm pleased to be joined by our CEO, Onur Genç, and the group CFO, Luisa Gómez Bravo. We will begin with Onur reviewing the group's performance and key strategic developments during the year, followed by Luisa, who will walk you through the business unit's results. After their remarks, we will ope ...

SK Telecom (NYSE:SKM) Q4 2025 Earnings call February 05, 2026 02:00 AM ET Company ParticipantsByung-chan Bae - Head of MNO SupportDong-hui Choi - Head of AI Strategy PlanningJong-seok Park - CFOTaehee Kim - Head of Investor RelationsNone - TranslatorConference Call ParticipantsHoe‑jae Kim - Research AnalystTae‑hyun Kim - Equity Research AnalystOperatorGood morning and good evening. Thank you all for joining the conference call for the SK Telecom earnings results. This conference will start with a presentati ...

ASE Technology (NYSE:ASX) Q4 2025 Earnings call February 05, 2026 02:00 AM ET Company ParticipantsAlan Patterson - AuthorGokul Hariharan - Managing DirectorJoseph Tung - CFOKen Hsiang - Head of Investor RelationsTien Wu - COOConference Call ParticipantsCharlie Chan - Executive Director and Technology Research AnalystLaura Chen - AnalystSunny Lin - Stock AnalystNone - AnalystNone - AnalystKen HsiangHello, I am Ken Hsiang, the Head of Investor Relations for ASE Technology Holding. Welcome to our fourth quarte ...

SK Telecom (NYSE:SKM) Q4 2025 Earnings call February 05, 2026 02:00 AM ET Company ParticipantsByung-chan Bae - Head of MNO SupportDong-hui Choi - Head of AI Strategy PlanningJong-seok Park - CFOTaehee Kim - Head of Investor RelationsNone - TranslatorConference Call ParticipantsHoe‑jae Kim - Research AnalystJae‑min Ahn - Research AnalystTae‑hyun Kim - Equity Research AnalystOperatorGood morning and good evening. Thank you all for joining the conference call for the SK Telecom earnings results. This conferenc ...

Sony Group (NYSE:SONY) Q3 2026 Earnings call February 05, 2026 02:00 AM ET Company ParticipantsLin Tao - Corporate Executive Officer and CFONaoya Horii - Senior VP of Corporate Planning and ControlYoshihiko Nakane - Managing Director and Chief Equity StrategistNone - Company RepresentativeConference Call ParticipantsJunya Ayada - Executive Director and Research AnalystKyosuke Katsura - Senior AnalystMikio Hirakawa - Senior Equity AnalystMinami Munakata - Equity Research AnalystTaku Umegaki - Senior AnalystY ...

KB Financial Group (NYSE:KB) Q4 2025 Earnings call February 05, 2026 02:00 AM ET Company ParticipantsKwon Bong-joong - Head of Investor RelationsSang-rok Na - Managing Director and CFONone - Company RepresentativeConference Call ParticipantsHye-jin Park - Research AnalystJaewoong Won - Senior AnalystJihyun Cho - Executive Director and Equity Research AnalystSinyoung Park - Managing Director and Senior Analyst Covering Korea FinancialsTae Joon Jeong - Equity AnalystKwon Bong-joongGreetings, everyone. I am Kw ...

Financial Data and Key Metrics Changes - Sales of continuing operations in FY 2025 Q3 increased by 1% year-on-year to JPY 3,713.7 billion, while operating income rose by 22% to JPY 515 billion, both record highs for the third quarter [3] - Net income increased by 11% to JPY 377.3 billion [3] - Full-year sales forecast was upwardly revised by 3% to JPY 12,300 billion, operating income forecast increased by 8% to JPY 1,540 billion, and net income forecast also increased by 8% to JPY 1,130 billion [3] Business Segment Data and Key Metrics Changes - **G&NS Segment**: FY 2025 Q3 sales decreased by 4% year-on-year, but operating income increased by 19% due to favorable foreign exchange rates and increased sales in network services and first-party software [4] - **Music Segment**: Sales increased by 13% year-on-year, with operating income rising by 9%, reaching a record high for the third quarter [9] - **Pictures Segment**: Sales decreased by 11% year-on-year, and operating income decreased by 9% due to the absence of blockbuster films compared to the previous year [11] - **ET&S Segment**: Sales decreased by 7% year-on-year, and operating income decreased by 23% due to lower sales, partially offset by improved operating expenses [13] - **I&SS Segment**: Sales increased by 21% year-on-year, and operating income increased by 35%, both record highs for the segment [15] Market Data and Key Metrics Changes - User engagement for PlayStation increased, with monthly active users rising by 2% to a record high of 132 million accounts [5] - Total playtime for the quarter increased by 0.4% year-on-year [5] - The global interchangeable lens camera market demand remained strong year-on-year, particularly in Asia [14] Company Strategy and Development Direction - The company aims to enhance its gaming and studio business by releasing new titles and leveraging successful franchises [8][10] - A strategic partnership with TCL was established to strengthen the home entertainment business through a joint venture [15][31] - The company plans to optimize its business portfolio and improve profitability while managing the impact of rising memory costs [17][69] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the uncertain business environment but expressed confidence in the company's ability to manage and produce results [18] - Concerns regarding memory supply and the impact of AI on the entertainment industry were discussed, with a focus on leveraging AI for content creation [26][53][78] Other Important Information - The company increased its share repurchase facility from JPY 100 billion to JPY 150 billion, reflecting confidence in its earnings and cash flow [18][68] - The acquisition of an additional equity interest in Peanuts Holdings was highlighted as a strategic initiative to enhance brand value [12] Q&A Session Summary Question: About the game "Marathon" and its strategic significance - Management explained that user feedback led to modifications before the release, emphasizing the importance of live service games for recurring revenue [22][24] Question: Concerns about stock price performance - Management acknowledged market concerns regarding memory supply and the entertainment sector's performance, emphasizing a focus on improving fundamentals and profitability [25][27] Question: ET&S structural reform and home entertainment partnership - Management clarified that the partnership with TCL aims to optimize the home entertainment business, with details still being discussed [30][32] Question: Impact of rising memory prices on PS5 - Management indicated that while there may be some impact on hardware sales, the established software and network service revenue will continue to contribute significantly [33][35] Question: Music streaming revenue growth prospects - Management expressed confidence in continued growth in the music business, driven by increasing average revenue per user and user numbers [39] Question: Generative AI's impact on game development - Management viewed AI as a tool that can enhance creativity in game development, emphasizing the importance of integrating AI with artistic sensitivity [77][78]