Bain Capital Specialty Finance (BCSF) offers a 12.1% yield, strong dividend coverage and a 22% NAV discount despite headwinds ...
Prior to this call, DoubleDown issued its financial results for the fourth quarter of 2025 in a press release, a copy of which is available in the Investor Relations section of the company's website ...
William von Mueffling’s Cantillon Capital Q4 2025 13F portfolio rose to $18.49B, with 37 holdings and continued high ...
Q4 2025 earnings call: record bookings, AI-driven demand, and raised 2026 outlook on revenue, EBITDA and AFFO.
Q4 2025 Earnings Call February 11, 2026 5:30 PM ESTCompany ParticipantsPhillip Konieczny - Senior Vice President of ...
Q4 2025 Earnings Call February 11, 2026 5:00 PM ESTCompany ParticipantsJohn Campbell - Vice President of Investor ...
Q4 2025 Earnings Call February 11, 2026 4:30 PM ESTCompany ParticipantsVernon Essi - Head of IRKip Compton - CEO & ...
Microsoft upgraded to Strong Buy: valuation dip plus 17% Q2 revenue growth and 39% Azure surge. CAPEX rise justified; Q3 ...
Q4 2025 earnings call insights: record orders, $15B backlog, raised 2026 EPS/sales outlook, and AI data center demand—read more now.
HubSpot Q4 2025 earnings call recap: revenue/margin growth, AI agents traction, $1B buyback, and 2026 guidance outlook—read key takeaways now.
Adjusted EBITDA is anticipated to be between $630 million and $670 million, with an adjusted EBITDA margin of approximately 23.3%. Adjusted diluted EPS is expected between $2 and $2.42 for 2026.
Guidance for 2026 total revenue growth (6–7%) is lower than the prior year’s initial outlook (9% at midpoint), signaling a more conservative approach. The company reported an increase in revenue ...