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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Canadian Natural Resources targets 800 million Canadian dollars in monthly buybacks
Canadian Natural Resources said it expects shareholder returns to remain strong into 2027, with the monthly target covering November and December 2026.
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Hertz Global now expects negative fourth-quarter adjusted corporate EBITDA
Hertz Global said its 2027 adjusted corporate EBITDA outlook of $500 million to $800 million does not assume any impact from additional franchise conversions.
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Duke Energy sees potential $5 billion to $10 billion of added capital
The amount depends on final contract execution, and the company expects to convert its 15.4 gigawatt late-stage pipeline to ESAs by the first half of 2027.
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TC Energy expects comparable EBITDA to grow 5% to 7% a year through 2031
The company now expects debt-to-EBITDA to exit 2026 at 4.55x to 4.6x, providing ample headroom to its long-term target of 4.75x.
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Sphere Entertainment says Abu Dhabi venue is on track to finish by end of 2029
The company said it expects to share more news in the coming months on its next Sphere project, which it anticipates will be in the U.S.
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Seaport Entertainment Group says it is working to potentially redeem preferred equity
The $10 million Series A preferred equity was put in place at the time of the spin-off from Howard Hughes.
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Core Scientific expects $1.8 billion run-rate once contracts fully bill
Core Scientific said the approximately 1.1 GW of CoreWeave and AMD capacity is expected to yield $1.6 billion in NOI once fully delivered and billing.
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Texas Pacific Land says it bought approximately 9,700 surface acres
The acquisition includes 238 net royalty acres in Midland and Glasscock counties, and the company had no debt at quarter end.
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Toyota Motor raises share repurchase authorization by JPY 300 billion
Toyota Motor also said it will cancel an additional 1 billion treasury shares, bringing this fiscal year's cancellations to 1.2 billion shares.
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Celsius Holdings expects slower fourth-quarter reported revenue growth
The company also said full-year gross margin should be in the high 40s, depending on commodity fluctuations.
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Sony Group says it took about JPY 30 billion more in Sony Honda Mobility losses
Sony Group said its full-year operating cash flow forecast is now JPY 1,600 billion.
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AppLovin says guidance midpoint implies full-year 2026 growth of more than 50%
Co-Founder and CEO Adam Foroughi said he believes the business can compound at roughly 30% annually over the long term.
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Arm says confidence in up to $2 billion of AGI CPU revenue has increased
Arm said it expects fiscal third-quarter revenue of $1.54 billion, plus or minus $50 million, and non-GAAP EPS of $0.56, plus or minus $0.04.
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Coherent expects Photon Link revenue above $100 million in March quarter
CEO James Robert Anderson said the company signed a new Photon Link agreement with a major AI company worth $20 billion in revenue over 5 years, ramping from early calendar 2028.
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Qualcomm expects December-quarter data center revenue above $650 million
Qualcomm said it was selected to power Starlink Mobile's nationwide U.S. terrestrial 5G network, with deployment beginning in 2027.
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McKesson expects to repurchase approximately $5 billion of shares in fiscal 27
McKesson said it anticipates fiscal 27 revenue growth of 6% to 10% and operating profit growth of 12% to 16%.
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Motorola Solutions says high-level 2027 revenue is approximately $14.25 billion
Chairman and CEO Gregory Brown said the company will not guide specifics for 2027 until February.
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AMC Entertainment Holdings says 2027 capex depends on box office levels
Chief Financial Officer Sean Goodman said 2027 net capex is likely in the mid to high end of $200 million to $235 million if box office holds and free cash flow stays strong.
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MercadoLibre says it expects no material cost impact from Brazil 5-to-2 shift
The company moved its Brazil logistics operation to a 5-to-2 schedule in August, before a constitutional amendment approved in October.
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Hut 8 says it does not expect additional equity for River Bend or Beacon Point
Hut 8 said Beacon Point Phase 1's baseload designation remains subject to Governor Abbott's audit, with 700 MW expected in the first quarter of 2027.
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Circle Internet Group expects RLDC margin ex-Arc near original range midpoint
The company also said adjusted operating expenses are trending toward the high end of the original $570 million to $585 million range.
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Kraft Heinz says next-year inflation is now slightly above 5%, up from 4% to 5%
Andre Maciel said there will be an element of price across all regions next year to protect gross margins.
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Novo Nordisk says Wegovy pill to reach more than 20 markets by first half 2027
The company said the pill has launched in seven markets outside the U.S. so far, with further launches planned during the fourth quarter.
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McDonald's now expects 2026 capital spending of about $3.7 billion
It now expects 2,500 gross restaurant openings globally this year, slightly below its target of 2,600.
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Bruker expects fourth-quarter organic growth in lower mid-single digits
President and CEO Frank Laukien said Bruker is seeking more than 100 basis points of further operating margin expansion in 2027.
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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