Box, Inc. (BOX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seeking Alpha· 2026-03-05 01:32
Question-and-Answer SessionLet's start off a review of earnings last night. You reported really strong earnings. You guided to a growth acceleration in constant currency. Aaron, maybe starting with you, if you could cover some of the business momentum from a strategic or a competitive or technology perspective. And then, Dylan, if you could follow up with some of the most important financial takeaways.Aaron LevieCo-Founder, CEO & Director Yes. So there's sort of 2 things happening, and I'll sort of frame th ...
Cricut, Inc. (CRCT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seeking Alpha· 2026-03-05 01:32
PresentationErik WoodringMorgan Stanley, Research Division Good afternoon, guys, day 3 of the Morgan Stanley TMT Conference. I appreciate you guys joining us. My name is Erik Woodring. I lead the U.S. IT hardware coverage here. I'm pleased to be joined by Cricut, Kimball Shill, CFO; Jim Suva, Treasurer, SVP of Finance and IR. Welcome to the conference guys. Thank you for joining us. Before we get started, we got to do this little disclaimer. So for important disclosures, please see the Morgan Stanley resear ...
European Wax Center (EWCZ) Reports Q4 Earnings: What Key Metrics Have to Say
ZACKS· 2026-03-05 01:30
European Wax Center, Inc. (EWCZ) reported $45.1 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 9.3%. EPS of $0.10 for the same period compares to $0.16 a year ago.The reported revenue represents a surprise of -0.88% over the Zacks Consensus Estimate of $45.51 million. With the consensus EPS estimate being $0.04, the EPS surprise was +130.95%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectati ...
ROSEN, A HIGHLY RANKED LAW FIRM, Encourages NuScale Power Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – SMR
Globenewswire· 2026-03-05 01:27
NEW YORK, March 04, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of Class A common stock of NuScale Power Corporation (NYSE: SMR) between May 13, 2025 and November 6, 2025, inclusive (the “Class Period”), of the important April 20, 2026 lead plaintiff deadline. SO WHAT: If you purchased NuScale Class A common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee ar ...
YieldMax's MSTR Is A Nightmare ETF, Despite Dreamy Dividends
247Wallst· 2026-03-05 01:26
YieldMax's MSTR Is A Nightmare ETF, Despite Dreamy Dividends - 24/7 Wall St.S&P 5006,876.20 +0.05%Dow Jones48,683.00 -0.14%Nasdaq 10025,115.40 +0.04%Russell 20002,630.95 -0.12%FTSE 10010,596.60 -0.30%Nikkei 22556,208.70 -0.03%Investing# YieldMax's MSTR Is A Nightmare ETF, Despite Dreamy Dividends### Quick ReadMSTY (MSTY) distributions dropped from $4.42 to $0.30 per share, price fell 39.5% to $25.29. MicroStrategy (MSTR) fell 46.8% to $146.44, holds 713,502 bitcoins, Q4 2025 net loss $12.44B.MicroStrategy's ...
FinecoBank Banca Fineco S.p.A. (FNBKY) Analyst/Investor Day Transcript
Seeking Alpha· 2026-03-05 01:22
Core Insights - The company emphasizes a customer-centric approach to drive growth opportunities and enhance the overall experience for customers and financial advisers [1] - Fineco's unique positioning as a disruptor in the financial industry is attributed to its efficiency, transparency, and convenience, which align with structural trends reshaping the sector [1] - The integration of AI is highlighted as a key initiative to amplify the company's competitive edge in the upcoming growth cycle [2] Company Initiatives - The company plans to upgrade its platform to improve user experience, which is crucial for both customers and personal financial advisers [1] - Growth initiatives will be discussed, focusing on how they will shape Fineco's next growth cycle [2] - The IT platform is identified as the key engine for the bank's scalability, indicating its importance in future growth strategies [2]
Dell Technologies Inc. (DELL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seeking Alpha· 2026-03-05 01:22
Group 1 - The presentation features Erik Woodring from Morgan Stanley leading a discussion with Dell Technologies' CFO, David Kennedy, highlighting the dynamic nature of the industry [1][4] - The event is part of the TMT (Technology, Media, and Telecommunications) conference, marking David Kennedy's first appearance at this conference as CFO [4] - The presentation includes forward-looking statements from Dell Technologies, which are based on current expectations and may differ from actual future results due to various risks and uncertainties [3]
Lamar Advertising Company (LAMR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seeking Alpha· 2026-03-05 01:22
Core Viewpoint - The conference features Sean Reilly, CEO of Lamar Advertising, indicating a focus on the advertising industry and its current trends [1] Group 1 - Cameron McVeigh from Morgan Stanley is leading the presentation, suggesting a professional analysis of the advertising sector [1] - The event is organized by Morgan Stanley, highlighting the firm's involvement in industry research and analysis [1]
Floor & Decor: Still Too Early To Upgrade This To Buy
Seeking Alpha· 2026-03-05 01:21
Core Viewpoint - The analyst previously held a hold rating for Floor & Decor (FND) due to concerns about macroeconomic headwinds and limited unit growth, despite recognizing the company's potential for long-term value creation [1] Group 1: Investment Philosophy - The investment approach is fundamentally driven, focusing on identifying businesses with the potential to scale and unlock significant terminal value [1] - Key factors considered include competitive moat, unit economics, reinvestment opportunities, and management quality, which are essential for long-term free cash flow generation and shareholder value [1] - The analyst emphasizes the importance of fundamental research and targets sectors with strong secular tailwinds [1] Group 2: Professional Background - The analyst has 10 years of experience in investment banking and is currently managing personal funds sourced from friends and family [1] - The motivation for writing on Seeking Alpha is to share investment insights and receive feedback from other investors [1] - The goal is to help readers focus on the drivers of long-term equity value, with an emphasis on providing analytical and accessible analysis [1]
ROSEN, LEADING INVESTOR COUNSEL, Encourages Oracle Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action - ORCL
TMX Newsfile· 2026-03-05 01:21
Core Viewpoint - Rosen Law Firm is reminding investors who purchased Oracle Corporation common stock between June 12, 2025, and December 16, 2025, of the April 6, 2026, deadline to become lead plaintiffs in a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought Oracle stock during the specified period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1]. - A class action lawsuit has already been filed, and interested parties must move the Court by April 6, 2026, to serve as lead plaintiff [2]. - The lawsuit alleges that Oracle made false and misleading statements regarding its AI infrastructure strategy, which led to increased capital expenditures without corresponding revenue growth [4]. Group 2: Legal Representation - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, as many firms may lack the necessary experience [3]. - The firm has achieved significant settlements in the past, including over $438 million for investors in 2019, and has been recognized for its performance in securities class action settlements [3]. Group 3: Case Specifics - The lawsuit claims that Oracle's increased spending posed risks to its debt, credit rating, and free cash flow, which were not disclosed to investors [4]. - The misrepresentation of Oracle's business operations and prospects is said to have caused investor damages when the true details became public [4].