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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Riot Platforms now expects portfolio NOI to exceed its prior range
Riot Platforms said it expects average annual NOI of approximately $2.2 billion on contracts already in place.
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Uber Technologies says it will announce AV fleet financing deals
Uber Technologies said its long-run plan is third-party capital for AV fleets, with vehicles on its own balance sheet early on.
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CVS Health plans to separate into two independent publicly traded companies
CVS Health said it expects at least $8.65 in adjusted EPS in 2027, reflecting approximately 13% growth off an adjusted 2026 baseline.
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Datadog says fourth-quarter guidance counts one customer at its minimum commitment
Datadog also said it expects capital expenditures and capitalized software together to be 3% to 4% of revenue in fiscal year 2026.
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Advanced Micro Devices now expects 2027 revenue to grow more than 80%
The company said it now expects server revenue to double year-over-year in 2027, up from its earlier view of more than 70% growth.
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Progressive says it expects aggregate combined ratio at or below 96%
CEO Tricia Griffith said a combined ratio in the 70s for its homeowners book probably isn't long-term strategic if the company wants to grow.
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Arista Networks says it now expects 2026 revenue of $13.3 billion
The company said its fiscal 2027 revenue growth outlook is 38% to 40%, equating to approximately $18.5 billion at the midpoint.
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ADT says Thrive expects equity, debt and preferred equity to fund the deal
ADT said the merger agreement includes a go-shop period that runs through November 28.
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Marathon Petroleum says it expects elevated margins through at least mid-2027
The company expects its Gulf Coast investments to enter service by year-end 2027, including a 90,000-barrel-per-day distillate treater at Galveston Bay.
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Eaton raises Boyd Thermal 2026 revenue outlook to $1.9 billion
Eaton said it is planning on at least $2.7 billion of Boyd Thermal revenue in 2027.
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Pfizer now expects 2026 R&D expense of $10.8 billion to $11.8 billion
Pfizer said its business development capacity is approximately $6 billion after the Innovent transaction closed in the third quarter.
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Ferrari sees negative currency impact of EUR 150 to 200 million for full year
Group CFO Antonio Picca Piccon said personalizations are above the approximately 20% guided at the start of the year.
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Shopify cites higher fourth-quarter taxes and shifted marketing spend
Shopify said its fourth-quarter revenue outlook includes less than 1 point of FX headwind.
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Vertex Pharmaceuticals lifts 2026 non-GAAP expense outlook to about $6 billion
The company attributes the increase to about $250 million of Crinetics operating and integration costs, with standalone spending at the high end of the prior range.
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Palantir Technologies raises 2026 revenue guidance midpoint to $8.532 billion
The company said the midpoint represents 91% growth year-over-year, a 9-point increase over its prior full-year revenue guidance.
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BWX Technologies expects Commercial Operations margin up 50 to 100 basis points in 2027
The company said its preliminary outlook also puts adjusted EPS growth at high single-digit to low double-digit for 2027.
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Apple expects 7% to 10% December-quarter revenue growth if tariffs hold
Apple also expects gross margin of 45% to 46%, mainly reflecting higher memory costs, on the same tariff and economic assumptions.
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Entergy says preliminary plan adds about $1.5 billion of capital through 2030
Entergy said the preliminary figure includes approximately $600 million added to its plan for the Google expansion.
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Marriott International expects fourth-quarter incentive fees to be around flat
Marriott International said it now expects full-year gross fee growth of around 13% and incentive management fees to rise in the high single digits.
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Cipher Digital says Barber Lake cost rises to $13 million per IT megawatt
The company said the amendment restores the project's average yield on cost to approximately 15%, versus approximately 13% without it.
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Tempus AI says BMS deal is up to $138 million over a 5-year term
Tempus AI also said it expects about $80 million of oncology ASP uplift in 2027 from updated XT pricing starting January 1.
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Sanofi says it now expects 2026 sales growth in the low teens percentage
Sanofi also said it now expects business EPS to grow at a mid-teen percentage, and CFO François Roger said that usually means 15% to 17%.
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Chevron says closing of Bakken midstream deal will bring a one-time non-cash loss
The company expects a $3 billion to $4 billion after-tax loss, non-cash and treated as a special item, when the deal closes.
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General Dynamics now expects 2026 diluted EPS of $17.20 to $17.30
General Dynamics said the range contemplates revenue of $56.5 billion to $56.8 billion and an operating margin around 10.5%.
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AbbVie raises 2026 revenue forecast to about $67.8 billion
AbbVie said it now expects immunology sales of $34.9 billion and neuroscience revenue of $13 billion.
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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