DuPont (DD) Q2 2025 Earnings Call August 05, 2025 08:00 AM ET Speaker0Good morning, ladies and gentlemen, and thank you for standing by. My name is Chris, and I will be your conference operator for today. At this time, I would like to welcome everyone to the DuPont Second Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session.We kindly ask that you limit yourself to one ...

Navitas Semiconductor (NVTS) Q2 2025 Earnings Call August 04, 2025 05:00 PM ET Speaker0Thank you for standing by, and welcome to the Navitas Semiconductor Q2 twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer Now I would like to turn the call over to Lori Parker, Investor Relations. Lori, please go ahead.Speaker1Good afternoon, everyone. I'm Lori Barker, Investor Relations for Navitas. Thank you for ...

Lattice Semiconductor (LSCC) Q2 2025 Earnings Call August 04, 2025 05:00 PM ET Speaker0Greetings and welcome to the Lattice Semiconductor's Second Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Rick Moucher, Lattice Semiconductor's Vice President of Investor Relations.You may begin. ...

Now let's just bring it back to DDN. Okay. >> Uh give me an inside out perspective of where DDN is today technologically speaking uh and where it's going in the near future and the distant future.>> Absolutely. Well, our focus first and foremost is in helping organizations across all industries, all market segments to benefit from AI. We're making the data center, which is AI enabled, far more efficient, far more reliable, far more cost-effective, 10 times better performance, 10 times better efficiency, 10 ...

AI Infrastructure Financing Trends - AI 基础设施建设已演变为一场信贷竞赛，市场规模巨大 [1][2] - 越来越多的公司尝试通过借贷为 AI 支出融资 [1] - AI 正在重塑科技公司借款、抵押和扩张的方式 [5] Companies & Financing Details - Coreweave 通过 GPU 支持的贷款（即使用其芯片作为抵押）以及高收益债券为数据中心增长提供资金，目前已承诺融资超过 170 亿美元，部分利率为两位数 [2] - XAI 在 7 月份筹集了 100 亿美元，其中一半是债务，并寻求再融资 120 亿美元以建设其 AI 基础设施，使用包括 Grock 模型 IP 在内的非常规抵押品 [3] - Meta 正在与 Apollo、KKR 等公司谈判一项 290 亿美元的私募信贷协议，表外融资使 Meta 能够大力投资 AI，同时保持信贷指标 [4] - OpenAI 的 Stargate 项目已获得超过 110 亿美元的德克萨斯州数据中心建设资金，并且正在转向私人贷款机构而不是传统市场（如银行） [4] Risks & Considerations - Coreweave 与 OpenAI 和 Microsoft 的长期合同提供了一些保障，但该公司正在竞相在债务到期前创造收入 [2] - 如果无法支付账单，最智能的聊天机器人也无关紧要 [5] - Meta 的表外融资虽然保持了信贷指标，但也降低了透明度 [4] - 融资条款可能比最佳模型更重要 [5]

CMS Energy (CMS) Q2 2025 Earnings Call July 31, 2025 09:30 AM ET Company ParticipantsJason Shore - VP - IR & TreasurerGarrick Rochow - President, CEO & DirectorRejji Hayes - EVP & CFONicholas Campanella - DirectorConference Call ParticipantsJulien Dumoulin-Smith - II-Ranked & 'Hall of Fame' Research Analyst covering Power, Utilities & Clean EnergyOperatorGood morning, everyone, and welcome to the CMS Energy twenty twenty five Second Quarter Results. The earnings news release issued earlier today and the pre ...

CANADA - 2025/05/13: In this photo illustration, the Supermicro (Super Micro Computer) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images Super Micro Computer (NASDAQ:SMCI) is expected to announce its Q4 2025 earnings close to August 5, 2025 (June year). The stock has performed exceptionally well in recent months leading up to the fourth quarter earnings, increasing by nearly 60% in the past th ...

Allegro MicroSystems (ALGM) Q1 2026 Earnings Call July 31, 2025 08:30 AM ET Company ParticipantsJalene Hoover - Vice President of IR & Corporate CommunicationsMichael Doogue - Director, President & CEODerek D'Antilio - EVP, CFO & TreasurerVivek Arya - Managing DirectorQuinn Bolton - MD - Equity ResearchChris Caso - Managing DirectorThomas O'Malley - Director - Equity ResearchBlayne Curtis - Managing DirectorVijay Rakesh - Managing DirectorTimothy Arcuri - Managing DirectorJoseph Moore - Managing DirectorJos ...

Seagate (STX) Q4 2025 Earnings Call July 29, 2025 05:00 PM ET Company ParticipantsDave Mosley - CEO & DirectorGianluca Romano - Executive VP & CFOErik Woodring - MD - Equity ResearchAsiya Merchant - Technology Equity ResearchThomas O'Malley - Director - Equity ResearchAmit Daryanani - Senior MD - Equity ResearchCJ Muse - Senior Managing DirectorEddy Orabi - Vice PresidentTimothy Arcuri - Managing DirectorSteven Fox - Founder & CEOVijay Rakesh - Managing DirectorConference Call ParticipantsJames Schneider - ...

Seagate (STX) Q4 2025 Earnings Call July 29, 2025 05:00 PM ET Speaker0Global teams, partners, and customers for your contributions to a strong fiscal year and to Seagate's ongoing success. Let me now turn the call over to Gianluca.Speaker1Thank you, Dave. We capped fiscal twenty twenty five delivering strong double digit top and bottom line growth and achieving record gross margin levels. June revenue came in at $2,440,000,000 up 13% sequentially and up 30% year over year. We expanded non GAAP gross margin ...