Core Viewpoint - Apollo Global Management, Inc. (APO) is expected to report an increase in both earnings and revenues for the second quarter of 2025 compared to the previous year, despite elevated expenses impacting results [1][7]. Financial Performance Expectations - The Zacks Consensus Estimate for APO's earnings is $1.85, reflecting a year-over-year increase of 12.8% [2]. - The consensus estimate for sales is $1.01 billion, indicating a year-over-year rise of 8.4% [2]. Assets Under Management (AUM) Insights - Total AUM is projected to reach $812.1 billion, representing a sequential increase of 3.5% [3][7]. - AUM growth is supported by overall asset inflows and the company's diversified asset classes, client bases, and geographies [3]. Fee-Related Earnings Estimates - The consensus estimate for management fees is $794.2 million, indicating a sequential rise of 3.1% [4]. - Fee-related performance fees are estimated at $55.6 million, reflecting a 3% increase from the previous quarter [4]. - Net capital solutions fees and other are estimated at $162.3 million, suggesting a sequential decline of 5.4% [4]. Expense Considerations - Elevated expenses are anticipated due to ongoing investments in capital formation and credit investing teams, as well as merger-related charges [5][7]. Earnings Prediction Model - The likelihood of Apollo beating earnings estimates is low, with an Earnings ESP of -0.36% and a Zacks Rank of 4 (Sell) [6].

Group 1 - The article compares two stocks in the Financial - Investment Management sector: Patria Investments (PAX) and Apollo Global Management Inc. (APO) to determine which presents a better value opportunity for investors [1] - Patria Investments has a Zacks Rank of 2 (Buy), indicating a more favorable earnings estimate revision activity compared to Apollo Global Management Inc., which has a Zacks Rank of 4 (Sell) [3] - Value investors consider various valuation metrics, including P/E ratio, P/S ratio, earnings yield, and cash flow per share, to assess whether a company is undervalued [4] Group 2 - PAX has a forward P/E ratio of 10.20, while APO has a forward P/E of 19.81, suggesting that PAX may be undervalued relative to APO [5] - The PEG ratio for PAX is 0.69, indicating a favorable valuation when considering expected earnings growth, whereas APO has a PEG ratio of 1.61 [5] - PAX's P/B ratio is 1.69, compared to APO's P/B of 2.8, further supporting the notion that PAX is a more attractive value option [6] Group 3 - PAX is noted for its improving earnings outlook, which enhances its attractiveness in the Zacks Rank model, positioning it as the superior value option at present [7]

Group 1 - The FCC has adopted new regulations requiring text providers to develop a georouting system for text messages to the 988 Suicide & Crisis Lifeline, enhancing localized support for help seekers [1][3] - Mosaicx provides intelligent routing technology that supports both georouting and call routing, ensuring specialized crisis care for diverse communities, including veterans and Spanish speakers [2] - The decision by the FCC reflects a commitment to expanding communication options for individuals in crisis while maintaining the centralized structure of the 988 Lifeline [3] Group 2 - Mosaicx is an AI-native platform that automates interactions across various communication channels, enhancing customer and employee satisfaction [5] - The company has over 30 years of experience in delivering enterprise customer experience solutions and is part of WestCX, which is under the West Technology Group, LLC, managed by Apollo Global Management, Inc. [5]

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Core Viewpoint - The recently passed "Big Beautiful" bill is significantly transforming the American business landscape, redefining the winners and losers among various industries [1] Private Equity and Fossil Fuels - The private equity industry, valued at $13 trillion, is one of the biggest beneficiaries of the bill, retaining the "carried interest" tax loophole [2][3] - This loophole allows traders to pay performance profit taxes at a lower long-term capital gains tax rate, saving the industry billions annually [3] - The bill also extends fixed debt interest tax deductions and depreciation benefits, lowering tax rates for many private equity-backed companies [4] Retail Industry - The bill reduces federal food assistance, with the Supplemental Nutrition Assistance Program (SNAP) expected to see a $9 billion cut next year, impacting grocery spending [5][6] - Companies like Conagra, Kellogg, and Kraft Heinz may face sales pressure due to their reliance on SNAP user spending [6] - The bill eliminates tariff exemptions for imported goods valued under $800, benefiting brick-and-mortar retailers while pressuring small businesses [6] Healthcare Industry - The healthcare sector avoided severe cuts, with Medicaid funding reductions being less than anticipated [7][8] - For-profit hospital chains like Tenet Healthcare and HCA Healthcare saw stock price increases, although predictions indicate that 11.8 million Americans may lose health insurance by 2034 [8] - Smaller hospitals, heavily reliant on Medicaid, may struggle more than larger institutions [9] Energy Sector - The energy industry is experiencing a split impact, with coal unexpectedly benefiting from tax credits for metallurgical coal production [10] - Zero-carbon energy sources like geothermal and nuclear retain substantial tax credits, while many solar and wind projects will lose investment and production tax credits [10] - The cancellation of electric vehicle tax incentives may lead to contractor bankruptcies, as the total credits for 2023 amount to $8.4 billion [10] Technology Sector - The technology sector, particularly companies like Tesla, faces significant challenges due to the loss of electric vehicle tax incentives and new AI regulations [11] - Private aerospace companies like SpaceX and Blue Origin benefit from provisions allowing municipal bond financing for spaceports [11] Defense Industry - The defense sector is a major winner, with an additional $150 billion in budget increases, pushing total defense spending towards $1 trillion [12][13] - Traditional defense contractors like Lockheed Martin and emerging tech firms like Anduril and Palantir are expected to benefit from increased funding for missile defense and naval capabilities [13] Higher Education - The bill imposes an 8% tax on investment income for wealthy universities, affecting only 16 institutions, with Harvard expected to lose $267 million annually [14] - Cuts to student loans and support may indirectly raise university costs, straining state funding for public universities [14]

Core Insights - Apollo has appointed Brian Chu as Partner and Head of Apollo Portfolio Performance Solutions (APPS), succeeding Aaron Miller, who will transition to Chairman of APPS by the end of 2026 [1][3][4] - Chu brings over 20 years of operational leadership and private equity experience, having previously led value creation efforts at Centerbridge Partners and held senior roles at Bain Capital [2][4] - APPS focuses on delivering strategic operational support across Apollo's private equity portfolio, emphasizing business transformation and value creation [4][5] Company Overview - Apollo is a global alternative asset manager with approximately $785 billion in assets under management as of March 31, 2025 [6][7] - The firm aims to provide clients with excess returns across various risk-reward spectrums, from investment-grade credit to private equity [6] - APPS consists of a team of 35 professionals who collaborate with portfolio companies to implement tailored value creation strategies, leveraging expertise in areas such as digital transformation and supply chain optimization [5]

Core Insights - TeleVox has launched the Planned Outreach Program to enhance patient engagement for small practices, addressing the outreach gap in patient care [1][3] - The TeleVox Practice Edition platform has been recognized as the "Best Practice Management Solution" in the MedTech Breakthrough Awards, showcasing its effectiveness in improving healthcare delivery [1][5] Product Features - The Planned Outreach Program includes prebuilt, specialty-specific campaigns and templates for seasonal and recurring care needs, allowing practices to proactively plan outreach [2] - Features such as the Annual Campaign Planning and Smart List Builder facilitate targeted communication by leveraging past appointment data and patient contact lists [2] - Communication can be delivered via SMS or IVR, ensuring convenience for patients, while follow-up features help re-engage non-responsive patients [2] Market Impact - The Planned Outreach Program aims to democratize access to advanced engagement technology for small practices, enabling them to provide proactive care similar to larger health systems [3] - By improving patient follow-up care, such as vaccinations and annual checkups, the program is expected to enhance patient health outcomes and increase practice revenue [3] - The platform reduces manual tasks for staff, improving operational efficiency and allowing for a more personalized patient care experience [3] Company Background - TeleVox is part of WestCX within West Technology Group and has been recognized for its innovation in digital patient relationship management [5] - The company serves over 7,000 healthcare organizations, including hospitals and community health centers, focusing on effective patient engagement and communication [5] - TeleVox integrates its solutions with electronic health records (EHR) to support automated, personalized interactions with patients [5]

Core Insights - Apollo has completed the acquisition of International Game Technology PLC's Gaming & Digital Business and Everi Holdings Inc. for approximately $6.3 billion, establishing IGT as a leader in gaming, digital, and financial technology solutions [1][4] Company Overview - The newly formed IGT will be headquartered in Las Vegas and will operate under the IGT name while retaining the Everi brand in select markets [2] - IGT will be organized into three business units: Gaming, Digital, and FinTech, focusing on customer-centric solutions and a collaborative culture [2][6] Leadership and Management - Nick Khin is currently the Interim CEO of IGT and will transition to lead the Gaming business unit after Hector Fernandez assumes the CEO role in Q4 2025 [3][4] Strategic Vision - The merger aims to create a more competitive and agile platform for long-term growth, enhancing IGT's ability to deliver differentiated content and capabilities globally [4][6] - Apollo's support is expected to position IGT to lead the future of gaming with innovative solutions that enhance the player journey [3][4]

Company Overview - Apollo has launched Olympus Housing Capital, a new homebuilder finance strategy aimed at providing capital solutions to homebuilders in the U.S. for land acquisition and development [1][2] - Olympus is led by CEO Andrew Brausa, who has over 20 years of experience in residential housing and previously managed land financing strategies at Brookfield Asset Management [3] Market Context - Olympus operates in a market characterized by a structural under-supply of single-family homes and an increasing reliance on customized private financing solutions by homebuilders [2] - The company targets both public and private homebuilder customers who require scaled capital partners to support their growth and increase housing supply in the U.S. [2] Strategic Positioning - Apollo partners highlighted that Olympus is positioned at the intersection of several focus areas for Apollo, leveraging their expertise in residential real estate and asset-backed finance [3] - The strategy is described as highly scalable, aiming to deliver flexible capital solutions to an underbuilt market with favorable long-term macroeconomic tailwinds [3] Leadership and Vision - Andrew Brausa expressed excitement about the collaboration with Apollo, emphasizing the robust demand for reliable homebuilder capital solutions and the potential for Olympus to provide value-added services [3] - The leadership team aims to address critical funding needs to facilitate new home ownership across the country [3]

Core Viewpoint - Apollo is set to release its financial results for Q2 2025 on August 5, 2025, before market opening, with a management review scheduled for 8:30 am EDT [1] Company Overview - Apollo is a high-growth global alternative asset manager with a focus on providing clients with excess returns across various risk-reward spectrums, including investment grade credit and private equity [3] - The company has over three decades of investing expertise and manages approximately $785 billion in assets as of March 31, 2025 [3] - Through its retirement services business, Athene, Apollo offers a range of retirement savings products aimed at helping clients achieve financial security [3]