Earnings calls
Earnings call briefs
249 briefs from 210 companies, page 10 of 10.
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.
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Every brief
Newest call first, 25 to a page- Q2 2026 call
MRK · Aug 4, 2026 · Q2 2026 call
Merck says it expects U.S. Keytruda growth to moderate as it nears peak penetration
Merck said it expects the approximately $250 million benefit from wholesaler purchase timing in the third quarter of 2025 not to repeat this year.
- Q2 2026 call
MCD · Aug 4, 2026 · Q2 2026 call
McDonald's now expects to reach 50,000 restaurants in 2028, not 2027
McDonald's said the change reflects the pressured consumer environment and cumulative inflation on development costs, and it still plans to open about 2,600 gross restaurants this year.
- Q2 2026 call
DUK · Aug 4, 2026 · Q2 2026 call
Duke Energy sees $5 billion to $10 billion more capital as contracts are signed
Duke Energy said the capital is incremental to its current 5-year plan, particularly in Indiana and Florida.
- Q2 2026 call
SPOT · Aug 4, 2026 · Q2 2026 call
Spotify Technology expects third-quarter revenue of about EUR 5 billion
The company also guides to operating income of EUR 670 million for the third quarter.
- Q2 2026 call
HSBC · Aug 4, 2026 · Q2 2026 call
HSBC Holdings raises its simplification savings target to $2 billion
The company said the savings will be actioned before the end of this year and fully delivered in 2027, from an original $1.5 billion target.
- Q2 2026 call
PLTR · Aug 3, 2026 · Q2 2026 call
Palantir Technologies says third-quarter expenses will ramp up
The company said adjusted gross margin, which excludes stock-based compensation expense, was 86% for the quarter, reflecting higher costs from cloud hosting for one government customer.
- Q2 2026 call
VRTX · Aug 3, 2026 · Q2 2026 call
Vertex says it now expects 2026 revenue of $13.1 billion to $13.2 billion
Vertex said its 2026 revenue range does not yet reflect the pending Crinetics acquisition, which it expects to close in the third quarter.
- Q2 2026 call
MAR · Aug 3, 2026 · Q2 2026 call
Marriott International raises 2026 investment spending outlook
The company said contract acquisition costs are now expected to be around 40% to 45% of that total spending.
- Q2 2026 call
CVX · Jul 31, 2026 · Q2 2026 call
Chevron now expects capital budget at low end of $18 billion to $19 billion
Chevron also affirmed its $6 billion affiliate distributions guidance at $70 Brent.
- Q2 2026 call
LIN · Jul 31, 2026 · Q2 2026 call
Linde raises low end of full-year EPS guidance to $17.70 to $17.90
Linde said its sale-of-gas backlog will finish the year with an 8 handle, based on current opportunities, despite bringing on up to $1.3 billion of investments.
- Q2 2026 call
AXTI · Jul 30, 2026 · Q2 2026 call
AXT says about $66 million of third-quarter revenue has a permit or needs none
AXT also said it expects third-quarter non-GAAP operating expenses of about $10.5 million and non-GAAP net income of $0.30 to $0.32.
- Q2 2026 call
SHEL · Jul 30, 2026 · Q2 2026 call
Shell says it expects to complete $3 billion of buybacks by October
Shell said its 2026 cash capital spending outlook of $24 billion to $26 billion is unchanged and includes some $4 billion for the ARC Resources acquisition and associated cash capital spending.
- Q2 2026 call
ICE · Jul 30, 2026 · Q2 2026 call
Intercontinental Exchange agrees to buy MarketAxess for $167 per share
Intercontinental Exchange expects to close the deal in the first half of 2027, subject to regulatory approvals and customary closing conditions.
- Q2 2026 call
MO · Jul 30, 2026 · Q2 2026 call
Altria Group raises low end of 2026 adjusted EPS outlook to $5.61 to $5.72
Altria Group said the range represents growth of 3.5% to 5.5% from a 2025 base of $5.42.
- Q2 2026 call
BMY · Jul 30, 2026 · Q2 2026 call
Bristol-Myers Squibb now expects milvexian AFib readout in first quarter 2027
The company said slower event accrual drove the milvexian change, and slower enrollment and relapse events drove the ADEPT change.
- Q2 2026 call
TT · Jul 30, 2026 · Q2 2026 call
Trane Technologies raises full-year adjusted EPS guidance to $15.20 to $15.30
The company also raised its full-year organic revenue growth outlook to approximately 9% and expects third-quarter organic growth of approximately 10%.
- Q2 2026 call
SO · Jul 30, 2026 · Q2 2026 call
Southern Company says projected equity need through 2030 is now $1.1 billion
Chief Financial Officer David P. Poroch also said the 17 GW contracted portfolio carries about $21 billion of collateral.
- Q2 2026 call
RDDT · Jul 30, 2026 · Q2 2026 call
Reddit estimates third-quarter revenue of $860 million to $870 million
Reddit also lowered its full-year SBC expense guidance to the low to mid-teens as a percentage of revenue, from the high teens.
- Q2 2026 call
AMZN · Jul 30, 2026 · Q2 2026 call
Amazon.com raises its 2026 cash capex estimate to about $220 billion
CEO Andy Jassy said higher memory costs pushed the estimate up from a prior figure of about $200 billion.
- Fiscal Q3 2026 call
AAPL · Jul 30, 2026 · Fiscal Q3 2026 call
Apple expects September-quarter revenue to grow 9% to 11% if tariff rates hold
Apple said it expects gross margin of 47% to 48%, including approximately one percentage point from tariff refunds, under the same tariff assumption.
- Half-year 2026 call
BTI · Jul 30, 2026 · Half-year 2026 call
British American Tobacco now expects EPS growth toward middle of 5% to 8%
British American Tobacco also expects full-year net finance cost of around GBP 1.65 billion and an underlying tax rate of 24% to 25%.
- Q2 2026 call
VLO · Jul 30, 2026 · Q2 2026 call
Valero Energy expects 2026 capital investments of about $2 billion
Valero Energy said estimated $250 million Port Arthur DHT unit repair costs are included in its updated sustaining capital guidance.
- Q2 2026 call
SYK · Jul 30, 2026 · Q2 2026 call
Stryker narrows 2026 guidance and plans to resume share repurchases
Stryker ended the second quarter with approximately $3.5 billion of cash and marketable securities and said M&A remains its primary capital allocation priority.
- Q2 2026 call
KKR · Jul 30, 2026 · Q2 2026 call
KKR says it is allocating less capital to insurance amid heightened competition
Chief Financial Officer Robert Lewin said 99% of the liabilities originated in the second quarter were at least 5 years in duration.
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.