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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Cameco narrows its uranium production range and tightens its delivery range
Cameco said it now expects higher direct administrative costs and higher average unit costs of sales.
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Regeneron Pharmaceuticals expects 2027 R&D expense to rise by mid-teens percentage
Chief Financial Officer Christopher R. Fenimore also said the company expects full-year share repurchases to total approximately $3 billion.
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Amazon.com says it intends to make Trainium available outside AWS in late 2027
Amazon.com also said it expects to spend meaningfully more on cash capital expenditures in 2027 than in 2026.
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Intel says early view of Israel shutdown cuts Q4 revenue by roughly $300 million
The early assessment also reduces fourth-quarter gross margin by 200 basis points, with almost all the revenue impact on 10-nanometer server products.
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Shell now expects 2026 cash capex of $23 billion to $25 billion
Shell also announced a further $5 billion share buyback, which it expects to complete by the time of its Q4 results announcement.
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Reddit says Q4 DAUqs could fall if search referral declines continue
If the October rate of decline continues, Reddit said total DAUqs could fall in Q4 by a low double-digit percentage from 130 million.
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AXT expects fourth-quarter non-GAAP net income of $0.57 to $0.59
AXT said it has about $90 million of fourth-quarter revenue it can realize, from products already permitted to ship or needing no permit.
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Coinbase says predictions and derivatives were about 25% of transaction revenue
Alesia Haas, CFO of Coinbase, said subscription services were roughly 49% of total net revenues in the quarter.
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Stryker now expects adjusted other income and expense of about $400 million for 2026
Stryker said it expects fourth-quarter organic sales growth similar to the third quarter's 7.7%, assuming the procedure environment and continued capital demand continue.
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DoorDash says it expects $500 million in net Instacart synergies in year 3
CFO Ravi Inukonda said the replatforming is on track for cost and timeline and expects it to be done by the first half of 2027.
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TotalEnergies now expects 2026 cash flow above $42 billion
TotalEnergies said that, if necessary, its board might raise the final dividend to meet its 40% return commitment, with 2026 cash flow possibly around $43 billion.
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Merck says 2027 will be a year of investment with moderate revenue growth
Merck said more than $2 billion of generic and loss-of-exclusivity headwinds in 2027 will partly offset growth from new launches and animal health.
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Intercontinental Exchange raises 2026 capex outlook to about $1.05 billion
Intercontinental Exchange said it expects to exit 2026 with approximately $270 million of annualized Black Knight expense synergies, against an original five-year target of $200 million.
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Quanta Services now expects 2026 free cash flow of $2.5 billion to $3 billion
Desai said the range reflects greater than 60% conversion of adjusted EBITDA at the midpoint.
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Caterpillar now expects 2026 capital spending of about $3.3 billion
Caterpillar also now expects 2026 restructuring costs of about $300 million, on the low end of its prior range.
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Altria Group says it plans to return to e-vapor market, timing not announced
CEO Salvatore Mancuso said the company's approach will be disciplined and that it has worked around patent issues that forced NJOY ACE's removal.
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Restaurant Brands International says Popeyes sales recovery will take longer
The company also said it expects to refranchise a couple of hundred Burger King restaurants this year.
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Bristol-Myers Squibb says it now expects legacy portfolio revenue down 3% to 5%
Chief Financial Officer David V. Elkins said on the call that the company anticipates a $1.5 billion to $2 billion Eliquis step-down in 2027.
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Linde says its fourth-quarter guidance assumes no economic improvement
Chief Financial Officer Matthew White said the fourth-quarter midpoint is about 3% lower sequentially, including a 1% currency headwind.
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Carvana says refinancing saves approximately $45 million in annual interest
The trailing 12-month net debt to adjusted EBITDA ratio is 0.8x, and the adjusted EBITDA to interest expense ratio is 6.9x.
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KLA raises calendar 2026 wafer market view to approximately mid-$150 billion
KLA said it currently expects the wafer equipment market to exceed $200 billion in calendar 2027.
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ServiceNow raises 2026 subscription revenue outlook by $15 million at midpoint
ServiceNow expects fourth-quarter cRPO growth of 18.5% on a constant currency basis, excluding a rising balance of T4C backlog, and a higher mix of on-prem deals.
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eBay expects fourth-quarter non-GAAP operating income to grow 6% to 10%
eBay said its preliminary 2027 planning assumes consolidated year-over-year growth in GMV, revenue, non-GAAP operating income and non-GAAP earnings per share.
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Alphabet says it expects capital spending to increase significantly in 2027
Alphabet said it expects just over 55% of its $561 billion Google Cloud backlog to be recognized as revenue over the next 24 months.
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Equinix expects more than 13,000 cabinet deliveries in fourth quarter
Equinix said new-deal pricing rose 12% year over year in the third quarter and that it expects that strength to be durable.
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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