Companies
Earnings call briefs
Short briefs GetSignal writes with AI from a company's earnings call: what its executives said beyond the results release, with their exact words. Newest first.Short briefs GetSignal writes with AI from a company's earnings call, newest first.
248 briefs from 210 companies newest call first
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Constellation Energy expects nuclear uprate costs of about $4.3 billion
The company said $3 billion of the total is expected to be incremental growth capital from 2028 through 2032.
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Vistra says line of sight to approximately 70% per-share cash flow growth, 2027 to 2030
Vistra said it has line of sight to approximately 70% growth in adjusted free cash flow before growth per share from 2027 to 2030, on current forward curves and assumed buybacks.
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Howard Hughes Holdings says its insurance ambition is a return on equity in excess of 20%
Executive Chairman William Albert Ackman said the goal is on the order of potentially a couple billion dollars of incremental real estate proceeds by the end of 2027, an approximation.
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Brookfield Asset Management now sees 2026 earnings modestly below early view
The company said the change is one of timing, with its sixth flagship infrastructure fund starting fees January 1 and a BBU performance fee no longer expected in 2026.
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Enbridge says it expects 2026 results at the midpoint of its guidance range
Enbridge said its debt to EBITDA ratio was 5.1 times at quarter end, driven by foreign exchange movements, and within its target range on an FX adjusted basis.
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TeraWulf sees about half of contracted IT capacity earning revenue by end of Q1
The company also expects to exit Q1 with approximately $700 million of annualized run-rate leasing revenue.
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10x Genomics raises 2026 revenue outlook to $625 million to $635 million
10x Genomics said it now expects about 50 Atera instruments shipped by year-end, up from about 40.
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Airbnb expects its fourth-quarter implied take rate to be up slightly
Airbnb also said its fourth-quarter adjusted EBITDA margin is expected to be slightly down from a year earlier, partially due to the timing of marketing spend.
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IonQ says its $2 billion October raise is for long-term capital, not a particular need
Chairman and Chief Executive Niccolo de Masi said IonQ is beginning to fill order books into 2028, pretty comfortably.
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Unusual Machines says it is pretty much allocated through first quarter 2027
CFO Brian Hoff said the company is looking at approximately 100,000 square feet of additional space to expand manufacturing.
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Monster Beverage estimates October sales up about 11.6% before FX adjustment, ex-alcohol
It estimated October sales including the alcohol brand segment were approximately 11.1% higher on the same basis, and October 2026 had one fewer selling day.
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Becton Dickinson expects fiscal first-quarter adjusted EPS of $2.32 to $2.37
Becton Dickinson said its fiscal first-quarter revenue growth will be at the low end of its guidance range, citing Alaris and an Advanced Patient Monitoring systems go-live.
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Cloudflare now expects GAAP profit in the fourth quarter, earlier than planned
Cloudflare expects fourth-quarter operating income of $156 million to $157 million and full-year operating income of $462 million to $463 million.
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Innodata says a program ending will reduce revenue by about $12 million in Q4
Innodata said it has a verbal win for one contract of $5 million per year for five years, with signing expected by the end of the fourth quarter.
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Kratos says it expects approximately $700 million in hypersonic revenue in 2027
Eric DeMarco said on the call that the hypersonic business has received approximately $600 million in funding to date.
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Power Solutions International expects Wisconsin ramp-up costs to persist
Power Solutions International said it expects fourth-quarter gross margin to decline from the third quarter's 29.7%.
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Applied Optoelectronics expects Q4 data center revenue somewhat below earlier outlook
Applied Optoelectronics expects fourth-quarter data center revenue of $270 million to $300 million, somewhat below its earlier view, citing a customer shift to 1.6 terabit products.
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Lemonade says its pet loss ratio is expected to moderate over time
Lemonade said the growth rate of its growth spend is expected to slow significantly in the fourth quarter of 2026 and onward.
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Wynn Resorts sees its Al Marjan equity left at approximately $465 million to $590 million
Wynn Resorts said the estimate includes the Janu project.
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IREN now expects about $15 billion of remaining fiscal 2027 capex
IREN said the lower plan reflects flexibility to pace its capex, with $12 billion to $15 billion of indicative funding sources against the roughly $6 billion still to be funded, before convertibles or equity.
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ConocoPhillips says preliminary 2027 capital spending will be modestly lower
The company also expects low-single-digit underlying production growth next year, driven by the Lower 48, and per-unit operating costs to trend lower again.
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Parker-Hannifin raises free cash flow outlook to $3.5 billion to $4 billion
Parker-Hannifin said it raised its fiscal 2027 adjusted EPS midpoint to $36.85, from $34.75, plus or minus $0.40, and expects fiscal second-quarter adjusted EPS of $8.82.
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Southern Company says 2026 adjusted EPS would be $4.70 if Q4 EPS is $0.30
Southern Company said the figure combines year-to-date results with its fourth-quarter adjusted EPS estimate of $0.30 per share.
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Cummins lowers 2026 pickup engine forecast to 118 thousand to 122 thousand
Cummins said the potential financial impact of the stop-use recommendation remains under evaluation and is not reflected in its guidance.
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Solaris says expected capital through 2029 rose approximately $600 million
CFO Steve Tompsett said overall project costs remain in line with prior guidance.
How these are written
- The source: the company's own earnings call. A brief says what its named executives added beyond the results release, and what they say is attributed to them or to the company.
- The quotes: each one is an executive's exact words, checked word for word against the call before the brief is shown.
- The checks: each brief is written by GetSignal with AI and checked against the call before it is shown.
- The date: the day of the call. Not investment advice. A brief reports what the company said, its outlook included; it is not a view on the stock.
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