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FS KKR Capital (FSK) - 2025 Q4 - Earnings Call Transcript
2026-02-26 15:00
FS KKR Capital (NYSE:FSK) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Speaker8Good gentlemen. Welcome to FS KKR Capital Corp.'s fourth quarter and full year 2025 earnings conference call. Your lines will be in a listen-only mode during remarks by FSK. At the conclusion of the company's remarks, we will begin the question and answer session, at which time I will give you instructions on entering the queue. Please note that the conference is being recorded. At this time, Anna Kleinhenn, Head of Invest ...
Thryv(THRY) - 2025 Q4 - Earnings Call Transcript
2026-02-26 14:32
Thryv (NasdaqCM:THRY) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsCameron Lessard - VP of Corporate Development and StrategyJoe Walsh - Chairman and CEOMatthew Swanson - Director of Equity ResearchPaul Rouse - CFOSean Wechter - CTOConference Call ParticipantsArjun Bhatia - Partner and Software Research AnalystJason Kreyer - Senior Research AnalystZach Cummins - Senior Research AnalystOperatorLadies and gentlemen, thank you for joining us, welcome to the Thryv fourth quarter 2025 ...
Walker & Dunlop(WD) - 2025 Q4 - Earnings Call Transcript
2026-02-26 14:32
Walker & Dunlop (NYSE:WD) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsGreg Florkowski - EVP & CFOKelsey Duffey - SVP of Investor RelationsMatthew Hurwit - VP in Equity ResearchWilly Walker - Chairman and CEOConference Call ParticipantsJade Rahmani - Managing Director and Equity Research AnalystSteve Delaney - Managing Director and Senior Equity AnalystOperatorGood day, welcome to the Q4 2025 Walker & Dunlop, Inc. earnings call. Today's conference is being recorded. At this time, ...
Walker & Dunlop(WD) - 2025 Q4 - Earnings Call Transcript
2026-02-26 14:30
Walker & Dunlop (NYSE:WD) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Speaker4Good day, welcome to the Q4 2025 Walker & Dunlop, Inc. earnings call. Today's conference is being recorded. At this time, I would like to turn the conference over to Kelsey Duffey. Please go ahead.Speaker2Thank you, Cynthia. Good morning, everyone. Thank you for joining Walker & Dunlop's fourth quarter and full year 2025 earnings call. I have with me this morning our Chairman and CEO, Willy Walker, and our CFO, Greg Florko ...
Fortrea (FTRE) - 2025 Q4 - Earnings Call Transcript
2026-02-26 14:02
Fortrea (NasdaqGS:FTRE) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsAnshul Thakral - CEO and DirectorDavid Windley - Managing DirectorElizabeth Anderson - Senior Managing DirectorJailendra Singh - Managing DirectorJill McConnell - CFOTracy Krumme - SVP of Investor RelationsConference Call ParticipantsAnn Hynes - AnalystEric Coldwell - Senior Research AnalystJustin Bowers - Biopharma Services Senior Equity Research AnalystMax Smock - AnalystPatrick Donnelly - Managing Director and ...
Privia Health (PRVA) - 2025 Q4 - Earnings Call Transcript
2026-02-26 14:02
Privia Health Group (NasdaqGS:PRVA) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsAndrew Mok - Director of Equity ResearchDavid Larsen - Managing DirectorDavid Mountcastle - EVP and CFOJailendra Singh - Managing DirectorJenny Shen - Equity Research AssociateLisa Gill - Managing DirectorMatthew Shea - VP of Equity ResearchParth Mehrotra - CEORobert Borchert - SVP of Investor and Corporate CommunicationsRyan Halstead - Managing Director of Equity ResearchConference Call ParticipantsA ...
Fortrea (FTRE) - 2025 Q4 - Earnings Call Transcript
2026-02-26 14:00
Fortrea (NasdaqGS:FTRE) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Speaker9Good day. Thank you for standing by. Welcome to the Fortrea Q4 and full year 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You will hear an automated message advising your hand is raised. To withdraw your question ...
Why Small-Cap ETFs Can Win The First Half in 2026
Etftrends· 2026-02-26 13:46
Core Insights - Small-cap stocks have shown strong performance recently, with the Russell 2000 Index returning 10.6% over the last three months [1] - Small-cap ETFs are positioned to capitalize on ongoing trends such as faster earnings growth, lower interest rates, and improved lending conditions [1] Group 1: Small-Cap Performance - U.S. small-cap earnings have rebounded significantly, with a 27% increase from January 27, 2026, after a 36% decline from the end of 2022 to September 19, 2025, leaving earnings only 19% lower than their 2022 peak [1] - The resurgence in small-cap earnings began in late 2025, indicating a potential shift in market dynamics [1] Group 2: Factors Supporting Small-Cap Growth - The spread of AI benefits to smaller companies, fiscal stimulus, and an improved outlook for regional banks are contributing factors that may further enhance small-cap performance [1] - Active management in small-cap ETFs, such as the T. Rowe Price Small-Mid Cap ETF (TMSL), is highlighted as a strategy that can provide an edge in portfolio performance [1] Group 3: T. Rowe Price Small-Mid Cap ETF (TMSL) - TMSL has outperformed the Russell 2000 Index with a return of 14.5% over the last three months, showcasing the effectiveness of its active management approach [1] - The ETF charges 55 basis points and utilizes fundamental research to assess growth opportunities and value measures, focusing on metrics like profitability and cash flow [1] - TMSL's technical indicators suggest a buy signal, with its price above the 50- and 200-day simple moving averages, indicating strong momentum in the small-cap segment [1]
GSI Technology to Participate in the iAccess Alpha Virtual Best Ideas Spring Investment Conference 2026 on March 10–11, 2026
Globenewswire· 2026-02-26 13:30
SUNNYVALE, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- GSI Technology, Inc. (Nasdaq: GSIT), the inventor of the Associative Processing Unit (APU), a paradigm shift in artificial intelligence (AI) and high-performance compute processing, providing true compute-in-memory technology, today announced its participation in the iAccess Alpha Virtual Best Ideas Spring Investment Conference 2026, taking place March 10–11, 2026. On behalf of the company, Didier Lasserre, Vice President of Sales and Investor Relations, ...
Nvidia rolls back 2 hot-button topics in a slimmer — and more China-focused — annual report
Business Insider· 2026-02-26 06:50
Core Insights - Nvidia's annual report for this year is significantly leaner, omitting key sections on climate change and diversity compared to last year's report [1][2] - The company reported strong fiscal year 2026 earnings, with revenue of $68.1 billion, a 73% year-over-year increase, and profits of approximately $43 billion, up 94% from the previous year [7] Sustainability and Governance - The 2025 section on "sustainability and governance," which previously included commitments to clean energy and emissions, is absent in this year's report [1] - Sustainability is mentioned only in the context of business sustainability and compliance with related laws [1] Human Capital and Diversity - The human capital section has been significantly reduced, with previous subheadings on compensation, benefits, and diversity omitted this year [2] - Diversity is mentioned only in a single line regarding employee feedback systems, with no detailed discussion on diversity initiatives [3][4] China Market Focus - The report highlights the impact of U.S. government chip export restrictions on China, stating that Nvidia cannot deliver competitive products to the Chinese data center market [5] - The company acknowledges that this situation allows competitors to build larger customer bases globally, which could adversely affect Nvidia's business [6] Financial Performance - Nvidia's fiscal year 2026 earnings exceeded expectations, driven by strong demand for AI data center products, resulting in a notable increase in both revenue and profits [7]