TTEC (NasdaqGS:TTEC) Q4 2025 Earnings call February 27, 2026 08:30 AM ET Speaker6Welcome to TTEC's fourth quarter and full year 2025 earnings conference call. I would like to remind all parties that you will be in a listen-only mode until the question and answer session. This call is being recorded at the request of TTEC. I would now like to turn the call over to Bob Belknap, TTEC's Group Vice President, Corporate Finance. Thank you, sir. You may begin.Speaker0Good morning. Thank you for joining us today. T ...

Core Insights - The Sands Capital Technology Innovators Fund experienced mixed performance in Q4 2025, with a portfolio decline of 6.3% quarter-to-date and a 14.7% return over the year, driven by a narrow group of large-cap growth stocks and stock-specific challenges rather than macroeconomic factors [1] - The fund's top ten holdings represented approximately 59% of its assets, indicating a concentration in a few key stocks [1] - Despite challenges, many portfolio companies showed solid earnings growth in 2025, supported by revenue models linked to artificial intelligence, cloud computing, and digital transformation [1] Fund Performance - The fund's performance was affected by high-valuation innovation names facing pressure from slowing momentum and investor risk aversion [1] - Weaker performance in certain emerging technology holdings was offset by strength in select platform and infrastructure businesses [1] - The average annual portfolio turnover was noted to be 21%, reflecting a long-term investment strategy [1] Shopify Inc. Insights - Shopify Inc. (NASDAQ:SHOP) was highlighted as a key stock, with a one-month return of -4.03% and a market capitalization of approximately $164.362 billion as of February 26, 2026 [2] - The company reported a 28% year-over-year increase in gross merchandise value (GMV) in Q3, marking its strongest growth in four years [3] - Shopify's growth was broad-based across various geographies and merchant sizes, with notable acceleration in GMV per merchant and merchant services growth driven by payments adoption [3] - The company's strong share price performance is attributed to its perception as an AI beneficiary, particularly with the launch of AI-enabled merchant services and product discovery [3]

Core Viewpoint - Credicorp Ltd. is set to hold its 2026 Annual General Meeting of Shareholders on March 31, 2026, where the Board of Directors will propose new candidates for election as part of a structured refreshment process aimed at enhancing expertise in technology, AI, and financial governance [1][2]. Board Composition and Nominees - The Board will propose the election of three new directors: María Inés Álvarez (Independent), Juan Paredes Manrique (Independent), and Manuel Romero Valdez (Non-Independent) [3]. - The new nominees are intended to succeed retiring directors Antonio Abruña Puyol, Alexandre Gouvêa, and Patricia Lizárraga Guthertz, while all other current directors will stand for re-election [3][9]. Nomination Process - The nomination process was overseen by the Compensation and Nominations Committee, ensuring compliance with the Company's Bye-laws and Corporate Governance Policies, including independence assessments and conflict-of-interest safeguards [4]. - The Audit Committee will remain composed entirely of independent directors, maintaining robust oversight of financial reporting and risk management [4]. New Director Profiles - **María Inés Álvarez**: A technology executive with over 30 years of experience in AI and cybersecurity, previously at Microsoft, enhancing the Board's oversight of digital transformation [5]. - **Juan Paredes Manrique**: An independent consultant with extensive experience in external audit and regulatory matters, reinforcing financial reporting and compliance oversight [6]. - **Manuel Romero Valdez**: Chairman of Grupo Romero with a background in corporate finance and strategy, contributing to long-term capital allocation and governance [7]. Continuity and Experience - The Board will also propose the re-election of existing directors, including Nuria Aliño Pérez and María Teresa Aranzabal Harreguy, who bring continuity and deep institutional knowledge [8]. - The Board emphasizes maintaining diversity, with women representing one-third of its composition [4]. Dividend Policy Update - The Board approved an update to the Company's dividend policy, maintaining a minimum payout of 25% of consolidated net profits, aligning with regulatory capital considerations [11]. Company Overview - Credicorp is the leading financial services holding company in Peru, with operations in multiple countries and a diversified business portfolio across Universal Banking, Microfinance, Insurance & Pension Funds, and Investment Management & Advisory [12].

February 26, 2026 02:45 AM GMT 中国思考 | Asia Pacific 两会：科技为纲，宏观温和 GDP增速目标5%左右，但政策是托而不举。财政赤字力度预 计持平，重点仍在科技和基建，对消费和房地产的支持相对 温和。打破通缩仍在路上。 要点 GDP增速目标仍在5%左右：三⮇之二的省份已下调今年增长目标，市场猜测⬀策 层⺎能将全国目标下调至4.5–5%。我们认为这种⺎能性较低，理由如下： 然而政策依旧是托而不举：省级目标下调⹛映的是一种更ⱶⱷ实、更ⱶ注重增长 质量的态度转。ⷊ便全国增速目标维持在5%，也不会现大水漫灌的⯌激。我 们预计： • 初始政策力度与去年持平：两会或将广义财政赤字率维持在GDP的11.6%， 其中官方赤字率稳定在4%，而政府债⯉额度也和⸼年大体相近( Exhibit 2 )。 (下文续) | M | | | | | --- | --- | --- | --- | | Idea | | | | | February 26, 2026 02:45 AM GMT | 中国思考 | Morgan Stanley Asia Limited | | | | Asia Pa ...

Monster Beverage (NasdaqGS:MNST) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAndrea Teixeira - Managing Director, Equity Research - US Beverages, Household Products, and Personal CareDara Mohsenian - Managing Director - US Beverage and Household ProductsFilippo Falorni - Director, Equity Research - Lead Beverages and HPCGuy Carling - CEO of EMEA and OSPHilton Schlosberg - Vice Chairman and CEOMarc Astrachan - SVP of Investor RelationsMatthew Smith - Managing Director, Equity Rese ...

Cable One (NYSE:CABO) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker6Hello, thank you for standing by. My name is Regina, and I will be your conference operator today. At this time, I would like to welcome everyone to the Cable One fourth quarter and full year 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply pres ...

4Q25 Earnings Call February 26, 2026 Cautionary Statement Regarding Forward - Looking Statements Matters discussed in this presentation may constitute forward - looking statements . Forward - looking statements include statements concerning plans, objectives, goals, strategies, future events or performance, and underlying assumptions and other statements, which are other than statements of historical facts . The words "believe," "anticipate," "intends," "estimate," "potential," "may," "should," "expect," "p ...

F4Q25 INVESTOR PRESENTATION Technology that dares to delight INVESTMENT HIGHLIGHTS Pure play in the digital and cognitive space Global presence, leveraging next-gen software and the right talent and skills Organized into Studios, delivering domain expertise in emerging technologies and industries Strong set of Accelerators that leverage AI and other technologies to reinvent key aspects of organizations Proven ability to acquire and integrate complementary, bolt-on acquisitions Experienced and founder-led ma ...

The Zacks Retail-Home Furnishings industry continues to face macroeconomic pressures. Elevated mortgage rates and subdued housing turnover remain key challenges, limiting demand for big-ticket home-related purchases. Cautious consumer spending, particularly among middle-income households, has weighed on overall sales volumes. Tariff concerns and broader economic uncertainty have also added to cost pressures and planning complexities for retailers. While premium categories supported by higher-income consumer ...

Las Vegas, NV, Feb. 26, 2026 (GLOBE NEWSWIRE) -- ACT Expo, The Leading Fleet Technology Show, today announced that John Smith, incoming president & CEO of FedEx Freight, will deliver the opening keynote at ACT Expo 2026, taking place May 4-7 at the Las Vegas Convention Center. His keynote will kick off four days where the entire commercial transportation ecosystem gathers to evaluate the technologies, strategies, and investments shaping fleet performance in the years ahead. In his leadership role at FedEx F ...