Core Points - Talos Energy Inc. plans to release its first quarter 2025 results on May 5, 2025, after the U.S. financial market closes [1] - A conference call will be held on May 6, 2025, at 10:00 AM Eastern Time to discuss the results [1] - The conference call will be accessible via a webcast link on the company's website and through a toll-free number for North American listeners [2] Company Overview - Talos Energy is an independent energy company focused on maximizing long-term value through its Exploration & Production business in the U.S. Gulf of America and offshore Mexico [3] - The company emphasizes technical expertise, safe operations, environmental responsibility, and community impact in its operations [3]

Group 1 - Talos Energy is a relatively small player in the offshore upstream oil and gas business [2] - The company has recently completed an acquisition that enhances its position in the market [2] - The oil and gas industry is characterized as a boom-bust, cyclical industry requiring patience and experience [2] Group 2 - The analysis provided in the article focuses on the balance sheet, competitive position, and development prospects of oil and gas companies [1] - Members of the Oil & Gas Value Research service receive early access to analysis and insights not available on the free site [1]

Core Insights - Talos Energy reported revenue of $485.19 million for the quarter ended December 2024, marking a 26% increase year-over-year, although it fell short of the Zacks Consensus Estimate by 4.46% [1] - The company achieved an EPS of $0.08, a significant improvement from -$0.01 in the same quarter last year, resulting in a 500% EPS surprise compared to the consensus estimate of -$0.02 [1] Financial Performance - Talos Energy's average net daily production volumes included 69 million barrels of oil, slightly below the analyst estimate of 69.09 million barrels [4] - Total average net daily production was 98.7 million barrels of oil equivalent, slightly exceeding the estimate of 98.54 million barrels [4] - Natural gas production averaged 124.8 million cubic feet, surpassing the estimate of 122.75 million cubic feet [4] - NGL production was 8.9 million barrels, slightly below the estimate of 9 million barrels [4] Revenue Breakdown - Revenue from NGL was reported at $17.43 million, exceeding the estimate of $15.03 million, reflecting a year-over-year increase of 127.7% [4] - Revenue from natural gas was $29.84 million, slightly below the estimate of $30.13 million, but still showing a year-over-year increase of 103.7% [4] - Oil revenue was reported at $437.91 million, falling short of the estimate of $460.69 million, but still representing a year-over-year increase of 20.8% [4] Stock Performance - Over the past month, Talos Energy's shares have returned -8.8%, compared to a -2.4% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Talos Energy (TALO) Q4 2024 Earnings Call February 27, 2025 10:30 PM ET Company Participants Clay Jeansonne - Head Of Investor RelationsBill Moss - Interim CEO, Co President and General CounselSergio Maiworm - Interim Co President and Chief Financial OfficerJohn Spath - Interim Co President and Head of OperationsNathaniel Pendleton - Vice PresidentMichael Scialla - Managing DirectorJeffrey Robertson - Managing DirectorMichael Furrow - Vice PresidentNeil Mehta - Head of Americas Natural Resources Equity Rese ...

Exhibit 99.1 Talos Energy Announces Fourth Quarter and Full Year 2024 Operational and Financial Results Houston, Texas, February 26, 2025 – Talos Energy Inc. ("Talos" or the "Company") (NYSE: TALO) today announced its operational and financial results for the three and twelve months ended December 31, 2024. Talos also announced its year-end 2024 reserves figures and 2025 operational and financial guidance. Fourth Quarter 2024 and Recent Highlights Full Year 2024 Highlights Talos Interim Chief Executive Offi ...

4Q 2024 Earnings Conference Call & Webcast February 27, 2025 1 www.talosenergy.com NYSE: TALO Cautionary Statements Cautionary Statements The information in this presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). All statements, other than statements of historical fact included in this presentation, regarding our strategy ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-38497 Talos Energy Inc. (Exact name of Registrant as specified in its Charter) Delaware 82-3532642 (State or other ...

分组1 - Talos Energy reported quarterly earnings of $0.08 per share, exceeding the Zacks Consensus Estimate of a loss of $0.02 per share, representing an earnings surprise of 500% [1] - The company posted revenues of $485.19 million for the quarter ended December 2024, which was 4.46% below the Zacks Consensus Estimate, but an increase from $384.96 million year-over-year [2] - Talos Energy has surpassed consensus EPS estimates three times over the last four quarters, indicating a positive trend in earnings performance [2] 分组2 - The stock has underperformed the market, losing about 11.3% since the beginning of the year, while the S&P 500 gained 1.3% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.07 on revenues of $491.16 million, and for the current fiscal year, it is -$0.49 on revenues of $1.93 billion [7] - The Zacks Industry Rank for Oil and Gas - Exploration and Production - United States is in the top 14% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

Core Insights - Talos Energy Inc. reported strong operational and financial results for Q4 and full year 2024, with a focus on deepwater exploration and production [2][11][36] Financial Performance - Total revenues for Q4 2024 were $485.2 million, and for the full year 2024, revenues reached $1.97 billion, representing a significant increase compared to the previous year [11][56] - The company reported a net loss of $64.5 million for Q4 2024 and a net loss of $76.4 million for the full year [12][56] - Adjusted EBITDA for Q4 2024 was $361.8 million, while for the full year, it was $1.3 billion [12][56] Production and Reserves - Average production for Q4 2024 was 98.7 MBoe/d, with 70% being oil, and for the full year, production averaged 92.6 MBoe/d [14][12] - As of December 31, 2024, Talos had proved reserves of 194.2 million barrels of oil equivalent (MMBoe), with a PV-10 value of approximately $4.2 billion [25][12] Operational Updates - The Katmai West 2 well was drilled under budget and ahead of schedule, nearly doubling the proved estimated ultimate recovery (EUR) of the Katmai West field to approximately 50 MMBoe [4][12] - Talos is focusing on the Sunspear completion, expecting first production in late Q2 2025, with projected production of 8-10 MBoe/d gross [5][12] Leadership Changes - Paul Goodfellow will join Talos as President and CEO effective March 1, 2025, bringing over 30 years of experience in the oil and gas industry [8][12] Strategic Developments - Talos entered an agreement to sell a 30.1% interest in Talos Mexico for $49.7 million, with additional contingent payments expected upon first oil production from the Zama Field [9][12] - The company plans to prioritize free cash flow generation and advance key drilling projects in its 2025 operational and financial plan [36][38]

Core Insights - Talos Energy (TALO) is projected to report a quarterly loss of $0.02 per share, marking a 100% decline year over year, while revenues are expected to reach $509.9 million, reflecting a 32.5% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate for the quarter has been revised 38.2% higher over the last 30 days, indicating a collective reevaluation by analysts [2] - Revisions to earnings projections are crucial for predicting investor behavior and are strongly linked to short-term stock price performance [3] Revenue Projections - Analysts estimate 'Revenues- Oil' to be $460.69 million, representing a 27% year-over-year increase [5] - 'Revenues- NGL' are projected to reach $15.03 million, indicating a significant 96.3% year-over-year growth [5] - 'Revenues- Natural gas' are expected to arrive at $30.13 million, reflecting a 105.6% increase from the prior-year quarter [5] Production Estimates - Total average net daily production is estimated to reach 98.54 million barrels of oil equivalent, up from 67.7 million barrels in the same quarter last year [6] - Average net daily production volumes for NGL are projected at 9.00 million barrels, compared to 4.9 million barrels in the previous year [6] Stock Performance - Over the past month, Talos Energy shares have declined by 11.6%, while the Zacks S&P 500 composite has decreased by only 0.5% [7] - Talos Energy holds a Zacks Rank 2 (Buy), suggesting it is likely to outperform the overall market in the upcoming period [7]