Liberty Energy (NYSE:LBRT) Q4 2025 Earnings call January 29, 2026 09:30 AM ET Company ParticipantsAnjali Voria - VP of Investor RelationsDan Kutz - VP of Equity ResearchDerek Podhaizer - DirectorEddie Kim - VP of Equity ResearchJeffrey LeBlanc - AssociateJosh Silverstein - Managing DirectorKeith Mackey - Director and Global Equity Research, Oil and Gas ServicesMarc Bianchi - Managing DirectorMichael Stock - CFORon Gusek - CEOStephen Gengaro - Managing DirectorConference Call ParticipantsCaitlin Donohue - Eq ...

Core Insights - The upcoming fourth quarter earnings season is expected to begin in mid-January, with earnings growth being a reliable indicator of future stock price growth [2] - Many investors often miss significant stock movements that occur immediately after earnings reports, highlighting the importance of having positions established prior to these announcements [2][3] - Analyst revisions can serve as a valuable tool for predicting strong earnings results, as consistent upward revisions indicate improving business conditions and demand [3] Company Insights - Arista Networks (NYSE: ANET) is positioned as a key beneficiary of enterprise networking upgrades and AI-driven data center expansion, with improved revenue visibility due to its role in high-speed switching [4] - The company has demonstrated resilient margins despite competitive pressures, leading to upward revisions in earnings across multiple reporting periods [5] - Analyst momentum for Arista Networks, along with Lennox International and Deckers Outdoor, is linked to strong demand, margins, and brand strength, suggesting potential for outperforming during the earnings season [5]