I think that's a great idea. >> As advice giving goes, guidance from a grandmother usually can't be beat. >> I think that you're going to learn some things about yourself.>> But if you can't talk to your own, [laughter] these ladies have your back. That's because here in Washington, anyone feeling lost or confused can ask, "What would Bubby do?" And this cast of Bubbies, Sandy, Esther, and Andrea, all have the answer. They need to know that someone believes in them.>> Chat GBT doesn't have a soft shoulder f ...

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[music] [music] So shackled by guidance like if you see the title it's a very interesting and it means a lot to youth because they are flooded with advisers and the advisers comes from all corners we have relatives parents teachers and the digital space everywhere everybody's like you know and uh this world is you know it encourages unsolicited advisers as well. So you know I was to take biology for undergrad but I was I took maths because I was guided into it and certainly in those days it was parental pre ...

Hi everyone. Uh, good afternoon. It's indeed a pleasure to be here. I'm really happy to be here because I flew all the way from Lagos at 1:00 a.m. yesterday. So, I'm really excited to be here. So uh the topic I'm talking about today is how patience guidance led to my destiny and uh I want to give a full disclosure. Haja and Alhaji are my parents. I'm their first child. So I'll make a lot of reference to them in case you're wondering why I'm making references to them. So I know I have 10 minutes to speak and ...

Financial Data and Key Metrics Changes - For Q3 2025, funds from operations (FFO) were $0.49 per diluted share, slightly above internal projections, supported by leasing progress and disciplined expense management [3][14] - Total revenue for the quarter was $110 million, with net income attributable to common stockholders at $0.07 per diluted share [14] - Same-store cash NOI combined decreased by 0.8% compared to Q3 2024, reflecting a transition year [15] Business Line Data and Key Metrics Changes - The office portfolio ended the quarter 82% leased, with same-store office NOI increasing by 3.6% compared to Q3 2024 [4][15] - The retail portfolio was 98% leased, with same-store retail NOI declining by 2.6% due to credit-related rent losses [7][16] - The multifamily portfolio's same-store NOI declined by 8.3%, impacted by supply headwinds in San Diego [9][16] Market Data and Key Metrics Changes - The broader economic backdrop remains mixed, with interest rates stabilizing and inflation moderating but still above long-term targets [4] - Retail availability remains near record lows nationally, with asking rents continuing to rise [7] - In San Diego, multifamily occupancy improved to 94% leased, with recent leasing momentum noted [9] Company Strategy and Development Direction - The company focuses on owning irreplaceable coastal assets and maintaining a strong balance sheet, emphasizing long-term value creation [3][4] - The strategy includes converting leasing momentum into signed leases and sustaining positive leasing spreads across office and retail sectors [12] - The company is optimistic about capturing demand in healthy office submarkets, particularly with new developments like La Jolla Commons Tower 3 [6][10] Management's Comments on Operating Environment and Future Outlook - Management acknowledges a mixed economic environment but remains confident in the long-term fundamentals of their assets [4][16] - There is optimism regarding leasing activity and potential recovery in tourism, particularly in Hawaii, as outbound travel trends improve [11][17] - The company anticipates raising its full-year 2025 guidance range to $1.93 to $2.01 per FFO share, reflecting year-to-date performance [19] Other Important Information - The board approved a quarterly dividend of $0.34 per share for Q4, payable on December 18 [13] - The company has total liquidity of approximately $539 million, with a net debt to EBITDA ratio of 6.7 times [18] Q&A Session Summary Question: Update on leasing pipeline for La Jolla Commons Tower 3 and One Beach Street - Management noted increased activity and signed leases with an international bank, indicating positive momentum towards stabilization [22][23] Question: Known move-outs for 2026 - Management forecasted about 180,000 square feet of potential move-outs but expressed confidence in strong leasing activity to offset this [26] Question: Current leverage profile and plans to reduce it - Management outlined plans to lease up One Beach Street and La Jolla Commons Tower 3 to improve leverage ratios, aiming for a net debt to EBITDA ratio below 6 times [28][29] Question: Multifamily segment performance and expectations - Management expects stability to improve as supply is absorbed and expenses normalize, with recent leasing success noted in San Diego [34][38] Question: Active tenant industries in the office market - Management highlighted a strong interest from AI-driven companies and law firms, indicating a flight to quality in leasing trends [40][41]

Market Sentiment & Earnings Season Outlook - The market anticipates volatility surrounding the Magnificent 7 earnings releases, with sentiment being a key driver [2][3][4] - Focus is shifting from spending to profitability, particularly looking ahead to 2026 [4] - The market needs "Goldilocks" capex from the Mag 7, indicating a desire for increased capital expenditure with high returns [5][6] Areas of Froth & Speculation - Froth exists in profitless companies and hyper-growth proxies, but not necessarily in the Mag 7 [7] - Speculation is evident in areas like gold miners and nuclear energy [8][14] - Many stocks are up 100% or more in 6 months [7] Individual Stock & Sector Performance - Genova's stock reaction to good earnings is not necessarily a negative sign, especially considering its 100% year-over-year increase [10][11] - Verdive's strong performance (revenue up 28%, operating margins beat by 200 basis points, orders up 60%) highlights the potential disconnect between fundamentals and stock reaction [12] - Industrial companies like Eaton, Quanta Services, and Rockwell are attractive long-term investments [14] AI & Data Center Growth - Data center spending is expected to grow significantly (potentially 100% in the next 18 months), making exposure to related stocks desirable [9]

Airlines earnings are out. Phil Leau has them. Phil Morgan, you are preient.They were a strong beat. United on the third quarter beating the street by earning 278 a share, well above the street expectation of 263. Revenue was a slight miss, but not by much.15.22% billion. The street was expecting 15.32% billion. The numbers within the numbers for the quarter, you've got revenue per seat mile down 4.3%, cost per seat mile down 0.9% and a pre-tax margin of 8%.And then there's the metrics that tell people wher ...

All right, let's get you C3AI's results. I want to remind you that there was a pre-announcement about three weeks ago uh with disappointing revenue numbers. The stock was down on that.Here we have C3AI reporting uh Q1 revenues of 70 uh million versus uh the 95 million expected, an adjusted loss of uh 37 cents versus a 20 cent loss expected. And then on the guide, which is important here, uh, because of that pre-announcement, guiding a Q2 revenue of 72 to80 million versus the prior expectation of $101 millio ...

CNBC’s Contessa Brewer interviews Flutter CEO Peter Jackson about the company’s Q2 2025 earnings, raising full year guidance, growth in iGaming and strength in the internation business ...