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.
249 briefs from 210 companies newest call first
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Hilton Worldwide Holdings expects fourth-quarter RevPAR growth of 3% to 3.5%
Hilton Worldwide Holdings also gave fourth-quarter adjusted EBITDA of $1.047 billion to $1.067 billion and diluted EPS adjusted for special items of $2.32 to $2.38.
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United Parcel Service expects approximately 10.5% Q4 U.S. Domestic margin
The company also expects fourth-quarter International operating margin of approximately 20% and Supply Chain Solutions operating margin of approximately 12.2%.
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Johnson Controls International expects approximately $900 million capex
It also expects approximately $400 million of restructuring expense over fiscal 2027 and fiscal 2028, and approximately $600 million of gross annualized savings by fiscal 2029.
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PayPal Holdings says it is targeting 2027 non-GAAP EPS growth similar to 2026
PayPal Holdings said its 2026 figures now include at least $6.5 billion of adjusted free cash flow and approximately $6 billion in share repurchases.
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SoFi Technologies expects preliminary 2027 lending growth of 25%
SoFi Technologies said its preliminary 2027 outlook assumes two rate hikes in the year and a 24% effective tax rate.
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HSBC Holdings estimates 40 to 50 basis point CET1 benefit from Basel 3.1
HSBC Holdings said the estimate is subject to changes in portfolio size, composition and model refinements, and to regulatory permissions before adoption.
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Amkor Technology says it expects 2027 capital spending to step up on facility builds
CFO Megan Faust said customer advance payments are expected to provide funding support for those capital investments.
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Verizon Communications now expects service growth in upper half of 2.5% to 3%
The company said it expects fourth-quarter mobility and broadband service revenue growth to accelerate to approximately 4%.
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Infosys expects financial services and EURS to grow above company average
Infosys said offshoring and a large deal it did not pursue reduce its fiscal 2027 revenue growth by 1.8%-2%.
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American Express says approximately 5% of positions will be eliminated
The company said it raised its 2026 adjusted EPS guidance to $17.60 to $17.90 and took a $336 million restructuring charge in the quarter.
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Bloom Energy says it is preparing capacity beyond its 5-gigawatt milestone
Chief Financial Officer Simon Edwards said year-end delivery timing will determine where 2026 revenue lands in the $4.4 billion to $4.6 billion range.
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Valero Energy expects fourth-quarter refining cash costs of $4.85 a barrel
Valero Energy also said it still expects 2026 capital investment attributable to Valero of approximately $2 billion.
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Honeywell says it aims to cut gross debt to under $13 billion by end of 2026
Honeywell also expects year-end cash of about $3 billion and net debt of around $10 billion.
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Spotify Technology says it has repurchased $1.1 billion of shares this year
Year to date, it has repurchased 2.2 million shares, which it said neutralizes this year's dilution from employee equity programs.
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Lockheed Martin raises 2026 segment operating profit outlook
The company now expects cash from operations of $10 billion to $10.2 billion for 2026, and said it sees all four segments growing on a top-line basis next year.
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Barclays expects statutory costs of about GBP 18.4 billion in 2027
Barclays said Pillar 2A will reduce its MDA by 59 basis points, more than offsetting Basel 3.1 RWA increases of GBP 8 billion to GBP 15 billion.
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Nokia now expects Optical and IP Networks to grow 25% to 30% combined in 2027
Nokia said it now expects 2026 free cash flow conversion of 35% to 55%, as it plans to invest an additional EUR 400 million in working capital.
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Tesla says it now expects capital spending of approximately $20 billion
Tesla said it plans to fund the current year's spending primarily from operating cash flows and does not plan draws on the new facilities in this calendar year.
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International Business Machines expects approximately 7% to 8% software growth
The company said it is raising its full-year transaction processing outlook, with growth now expected to be flat.
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SAP says it is confident of up to €3 billion in efficiency gains
CFO Dominik Asam said, in answer to a question, that guidance toward the upper end of its range implies fourth-quarter cloud revenue growth of around 23%, not a point value.
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Meta Platforms narrows 2026 capex outlook to $135 billion to $145 billion
Meta Platforms also expects 2026 Reality Labs losses to fall to $18 billion to $19 billion, with an operating loss of around $15 billion next year.
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Lam Research lifts Aether revenue outlook to about $2.5 billion by decade end
Lam Research said its preliminary 2027 WFE outlook is more than $200 billion of spending, with percentage growth led by DRAM.
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Texas Instruments says it expects 2027 effective tax rate of about 13% to 14%
Texas Instruments also said 2026 capital spending is $2 billion to $3 billion, possibly at the higher end if execution goes as planned.
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CSX now expects 2026 revenue growth in the high single digits
The company said the rest of its 2026 guidance is unchanged and that it is confident of more than 350 basis points of full-year operating margin expansion.
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Philip Morris International now sees 2026 EPS at midpoint or lower half
The company also expects fourth-quarter U.S. adjusted operating company income around zero or slightly negative.
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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