Belden (NYSE:BDC) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Company ParticipantsAaron Reddington - VP of Investor RelationsAshish Chand - CEOChris Dankert - Senior VP, Equity ResearchJeremy Parks - EVP and CFORob Jamieson - Industrial Tech Equity ResearchSteven Fox - Founder & CEOConference Call ParticipantsDavid Williams - Senior Equity Research AnalystMark Delaney - Managing Director and Senior Equity AnalystWilliam Stein - Managing Director and Senior Equity AnalystOperatorLadies and gentlemen, ...

Belden (NYSE:BDC) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Speaker6Ladies and gentlemen, thank you for standing by. Welcome to this morning's Belden reports fourth quarter 2025 results. Just a reminder, this call is being recorded. At this time, you are in a listen-only mode. Later, we will conduct a question-and-answer session. If you would like to ask a question, please press star one on your touch-tone phone. If you are in the question queue and would like to withdraw your question, simply pre ...

EARNINGS RESULTS Q4 2025 February 2026 Forward-Looking Statements Our commentary and responses to your questions may contain forward-looking statements, including our outlook for the first quarter of 2026 and beyond. Forward-looking statements include projections of sales, earnings, general economic conditions, market conditions, working capital, market shares, free cash flow, pricing levels, and effective tax rates. Belden disclaims any obligation to update any such statements to reflect later developments ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report emphasizes the need for utilities to adapt to a rapidly evolving energy landscape driven by technological advancements, regulatory changes, and customer expectations [4][6][106] - It highlights the importance of aligning digital technology investments with overall business objectives to drive measurable outcomes [4][6][107] Summary by Sections Aligning AI with Business Outcomes - AI has the potential to drive innovation and efficiency, but many utility companies struggle to align AI initiatives with core business objectives, leading to a disconnect between costs and business value [19][22] - Opportunities for AI include process automation, data-driven decision-making, enhanced security, and the creation of new business models [22][24] - Utilities should develop a clear AI strategy aligned with business goals and invest in talent development to leverage AI effectively [30][29] Cloud Enables Business Innovation - Cloud computing is essential for utilities to innovate and meet growing customer and operational demands, offering flexibility and cost-effectiveness compared to traditional IT systems [32][36] - The report outlines three main cloud service models: SaaS, PaaS, and IaaS, each providing different levels of control and responsibility [34] - Utilities must embrace cloud technologies to enhance innovation and agility while ensuring cybersecurity measures are in place [42][41] IT/OT Convergence - The convergence of IT and OT is critical for achieving operational efficiency, but cultural differences, technological disparities, and security concerns have hindered progress [45][52] - A pragmatic approach to alignment is recommended, focusing on collaboration and targeted integration rather than full convergence [51][53] - Organizations should promote cross-disciplinary collaboration and pursue incremental integration to realize the benefits of IT/OT alignment [52][54] Digitalization and Data Culture - Digitalization is transforming utility operations, but success depends on establishing a strong data culture that prioritizes data as a strategic asset [56][60] - A robust data culture enables utilities to leverage data for informed decision-making, operational efficiency, and enhanced customer engagement [62][65] - Utilities must address challenges such as resistance to change and data quality to fully capitalize on digitalization opportunities [66][67] Technology Driving Electrification Outcomes - The transition to electrification requires utilities to modernize the grid and invest in advanced technologies like AI and data analytics to enhance grid readiness [75][76] - Cybersecurity is a critical concern as the digitalization of the grid introduces new vulnerabilities that must be managed [80][84] - Strategic investments in emerging technologies are essential for utilities to navigate the evolving energy landscape and meet customer expectations [84][86] Technology Risk Management - The electric utility sector faces significant technology risks, including cybersecurity threats, integration of renewable energy sources, and aging infrastructure [88][89] - Utilities must enhance cybersecurity measures, invest in infrastructure modernization, and strengthen data governance to mitigate these risks [96][97] - Collaboration and knowledge sharing within the industry are vital for addressing emerging technology risks and ensuring compliance with evolving regulations [99][103]