Blue Owl Capital's (NYSE:OWL) co-CEO Marc Lipschultz stated that the firm doesn't see any "red flags" in relation to software AI disruption.  • Blue Owl Capital stock is trading near recent lows. Where are OWL shares going?"Tech lending has worked, continues to work and to get very direct, no, we don't have any red flags. In fact, we don't have yellow flags. We have largely green flags. The tech portfolio continues to be the most pristine amongst all of our subsectors," Lipschultz said during a fourth quart ...

An aggressive stock market sell-off focused on investors' fears that AI will disrupt the software industry has spread to some of Wall Street's biggest money management firms. And their executives have seen enough. "For those on the call that are thinking Fortune 500 companies are going to take all their software and just rip it out and just say, 'I'll just ask ChatGPT,' that's simply not the way it works. Don't take my word for it again. We're not technologists. Take Jensen Huang's words for it," Blue Owl ...

An aggressive stock market sell-off focused on investors' fears that AI will disrupt the software industry has spread to some of Wall Street's biggest money management firms. And their executives have seen enough. "For those who have got to pause and think, there's not just a matter of technology, there's the adoption of behavior. And for those on the call that are thinking Fortune 500 companies are going to take all their software and just rip it out and just say, 'I'll just ask ChatGPT,' that's simply n ...

Blue Owl Capital (NYSE:OWL) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAlan Kirshenbaum - CFOAlex Bernstein - Equity Research AssociateAnn Dai - Head of Investor RelationsBenjamin Budish - DirectorBrian McKenna - Director of Equity ResearchCraig Siegenthaler - Managing DirectorCrispin Love - DirectorGlenn Schorr - Senior Managing DirectorMarc Lipschultz - Co-CEOMike Brown - Managing DirectorPatrick Davitt - PartnerWilma Burdis - DirectorConference Call ParticipantsBill Katz - Se ...

Blue Owl Capital (NYSE:OWL) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAlan Kirshenbaum - CFOAlex Bernstein - Equity Research AssociateAnn Dai - Head of Investor RelationsBenjamin Budish - DirectorBrian McKenna - Director of Equity ResearchCraig Siegenthaler - Managing DirectorCrispin Love - DirectorGlenn Schorr - Senior Managing DirectorMarc Lipschultz - Co-CEOMike Brown - Managing DirectorPatrick Davitt - PartnerWilma Burdis - DirectorConference Call ParticipantsBill Katz - Se ...

Blue Owl Capital (NYSE:OWL) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Speaker11Good morning, and welcome to Blue Owl Capital's fourth quarter and full year 2025 earnings call. During the presentation, your lines will remain on listen only. After the presentation, there will be a question and answer session. To ask a question, please press star one on your telephone keypad. I'd like to advise all participants that this conference call is being recorded. I will now turn the call over to Ann Dai, Hea ...

Blue Owl Capital Inc. (OWL) reported $701.47 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 17.8%. EPS of $0.24 for the same period compares to $0.21 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $704.46 million, representing a surprise of -0.43%. The company delivered an EPS surprise of +6.9%, with the consensus EPS estimate being $0.23.While investors closely watch year-over-year changes in headline numbers -- revenue and ear ...

February 5, 2026 Blue Owl Capital Inc. Fourth Quarter 2025 Earnings Together with approximately 1,365 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com. Forward-Looking Statements Certain statements made in this presentation are "forward looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. When used in this presentation, the word ...

Blue Owl Capital Inc. (OWL) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.21 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +6.90%. A quarter ago, it was expected that this company would post earnings of $0.22 per share when it actually produced earnings of $0.22, delivering no surprise.Over the last four quarters, the company has ...

February 5, 2026 A BLUE OWL Blue Owl Capital Inc. Fourth Quarter 2025 Earnings Disclosures About Blue Owl Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $307 billion in assels under management as of December 31, 2025, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. An strong permanent capilal base, we provide businesses with private capital solutions to drive long-lerm growth and offer institutional investors, indivi ...