Thanks Morgan and Judson. Welcome. Thank you for joining us as well.>> Hey, thanks Steve. Great to be here. >> Great.So uh this is your first time really uh talking about your new role. So congratulations by the way. Um to start help us kind of understand how you fit into this picture.So obviously Satan Nadella is running the whole organizations. You're CEO of the commercial business and the consumer business and then you have Mustafa Sullean on AI and Ryan Roslanski on LinkedIn and some office stuff. How d ...

VICI Properties Inc. (NYSE:VICI) is included among the 12 Best REIT Dividend Stocks to Buy Now. How VICI Properties (VICI) Enhances a Portfolio of REIT Dividend Stocks Image by Steve Buissinne from Pixabay VICI Properties Inc. (NYSE:VICI) is a real estate investment trust with expertise in gaming, hospitality, and experiential properties, targeting ownership, acquisition, and financing in these segments. It pays out about 75% of its adjusted funds from operations (FFO), enabling it to reinvest a signifi ...

VICI Properties Inc. (NYSE:VICI) is included among the 10 Cash-Rich Dividend Stocks to Buy Right Now. VICI Properties (VICI): A Cash-Heavy Tech Company With Reliable Dividends VICI Properties Inc. (NYSE:VICI) is a gaming, hospitality, and experiential property real estate investment trust that engages in the ownership, acquisition, and financing of gaming, hospitality, and experiential properties. The company’s business model involves triple-net leasing with large tenants for prolonged periods. In the mo ...

Core Points - Red Rock Resorts, Inc. will release its financial results for the third quarter of 2025 on October 28, 2025, followed by a conference call at 4:30 p.m. ET [1] - The conference call will include prepared remarks and a question and answer session [1] - A live audio webcast of the call will be available on the company's website [2] Conference Call Details - Investors can join the conference call by dialing (888) 317-6003 or (412) 317-6061 for international calls, using the passcode 4077317 [2] - A replay of the call will be accessible until November 4, 2025, through specific dialing numbers [3] - An audio archive of the call will also be available on the company's website [3] Company Overview - Red Rock Resorts is a holding company that manages Station Casinos LLC, a leading provider of gaming, hospitality, and entertainment in Las Vegas, Nevada [4] - Station Casinos operates various properties throughout the Las Vegas valley, offering amenities such as restaurants, entertainment venues, and traditional casino gaming [4] - The company owns and operates multiple casino resorts, including Red Rock Casino Resort Spa and Green Valley Ranch Resort Spa Casino, among others [4]

Group 1: DBS Group Holdings Ltd - DBS Group Holdings Ltd is up 17.8% year to date (YTD) and reported solid results for the second quarter of 2025, with net interest income (NII) remaining resilient despite expected interest rate cuts [2][3] - The bank experienced strong deposit growth of 5% year on year (YoY) in the first half of 2025 and proactive hedging against lower rates [3] - Fee income from wealth management grew 25.3% YoY to S$649 million, contributing 46.5% of total fee income [3][4] Group 2: SATS Ltd - SATS Ltd is down approximately 10.4% YTD, but global travel demand is projected to grow at 6.5% YoY in 2025, which may aid in recovery [5] - Following the acquisition of Worldwide Flight Services (WFS), SATS's total income increased 5% YoY to S$5.7 billion, with net interest income up 2% YoY to S$3.6 billion [6] - The company declared a dividend per share of S$0.75 for 2Q 2025, with an ordinary dividend increase of 11% compared to the previous year [6][8] Group 3: Genting Singapore Ltd - Genting Singapore Ltd's shares are relatively unchanged YTD, with lackluster results in the first half of 2025 due to renovation disruptions and temporary closures [9][14] - The company is expected to benefit from a rise in international visitor arrivals, particularly from Chinese tourists, which could boost its premium gaming market [10] - A final dividend of S$0.02 per share was declared, unchanged from the previous year, despite a decline in gaming revenue by 12.3% YoY [14] Group 4: Singtel - Singtel is up 40.5% YTD, driven by recovery in mobile and roaming services, alongside growth in data centres and regional associates [11] - The company plans to invest S$2.5 billion in capital expenditures, with S$1.7 billion allocated for core expenditure and S$0.8 billion for data centres [12] - Singtel's underlying net profit for dividend payout increased 14% YoY to S$686 million, with a total core dividend of S$0.123 per share, representing a 2.8% yield [15][16]

Summary of Alliance Entertainment Holding Corporation Conference Call Company Overview - **Company**: Alliance Entertainment Holding Corporation (NasdaqCM:AENT) - **Industry**: Distribution of entertainment products including toys, collectibles, music, movies, and video games [2][3] Core Business Model - Alliance Entertainment operates as a stocking distributor, providing e-commerce fulfillment and drop shipping services to independent and chain retailers [2][3] - The company manages a wide selection of over 340,000 SKUs from major suppliers in the entertainment sector [2][3] Financial Performance - **Revenue**: Over $1 billion, with a breakdown as follows: - Vinyl: 32% (~$320 million) - Gaming: 24% (~$240 million) - Movies (DVD, Blu-ray, UHD): 26% (~$260 million) - CDs: 12% (~$120 million) [5][6] - **Earnings Per Share (EPS)**: Increased from $0.05 to $0.11, more than doubling despite a slight revenue decline [9] - **Gross Profit**: Increased from $11.4 million to $15.8 million year-over-year [9] - **Adjusted EBITDA**: Significant growth noted, contributing to stock performance [9] Growth Drivers - Licensing agreements with major studios like Paramount have boosted revenue and gross profit margins [6][7][14] - The company has a strong focus on operational efficiency, including investments in automation (e.g., AutoStore system) that reduced labor costs significantly [11][22] - Direct-to-consumer fulfillment accounts for 40% of the business, enhancing revenue streams [12][33] Market Trends - Vinyl sales are experiencing a resurgence, with significant consumer interest in physical media as collectibles [35] - The company capitalizes on events like Record Store Day, shipping over 600,000 units during the latest event [12] Strategic Initiatives - Alliance Entertainment is exploring further licensing opportunities and potential acquisitions to enhance its market position [25][32] - The company aims to maintain gross profit margins above 15% while expanding its top line through strategic growth initiatives [25] Financial Health - The company has reduced its line of credit from $70 million to $55 million, with expectations to lower it further [21] - Interest expenses are decreasing, and the company is in the process of refinancing for better rates [22] Insider Ownership - Insiders own approximately 77% of the company, indicating strong alignment with shareholder interests [19] Analyst Coverage - Maxim has initiated coverage with a target price of $10, while the stock is currently trading above $7 [22] Conclusion - Alliance Entertainment is positioned for growth through strategic licensing, operational efficiencies, and a focus on consumer trends favoring physical media. The company is actively seeking opportunities to expand its market presence while maintaining strong financial health.

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Core Insights - VICI Properties (VICI) shares have increased by 12.5% year to date, outperforming the industry average of 1% [1] - The company benefits from long-term leases, a diversified portfolio, and a strong balance sheet, which enhances shareholder value [1] Financial Performance - In Q2 2025, VICI reported adjusted funds from operations (AFFO) per share of 60 cents, matching the Zacks Consensus Estimate and reflecting a 5% increase from the previous year [2][9] - Revenue growth was driven by sales-type leases and lease financing income, although higher interest expenses negatively impacted results [2] - The AFFO per share outlook for 2025 has been raised [2] Analyst Sentiment - Analysts are optimistic about VICI, with the Zacks Consensus Estimate for 2025 FFO per share revised upward by 1.3% to $2.38 [3] Portfolio Characteristics - VICI Properties boasts a high-quality portfolio with a 100% occupancy rate and an average lease term of approximately 40.2 years [4][5] - 79% of the company's rent is derived from publicly traded tenants, ensuring a stable revenue stream through long-term triple-net lease agreements [5] Diversification Strategy - The company has diversified its portfolio to include non-gaming experiential assets, reducing risk associated with gaming volatility [6] Financial Flexibility - As of June 30, 2025, VICI had $3 billion in liquidity and an annualized net leverage ratio of 5.3, indicating strong financial flexibility [7][9] - The company holds investment-grade credit ratings, enhancing its access to the debt market [10]

Core Insights - Tencent reported a 15% increase in second-quarter revenue, driven by strong performance in its gaming unit and AI investments [1] - The company achieved double-digit revenue and non-IFRS operating profit growth year-on-year, highlighting the positive impact of AI utilization [1] Financial Performance - Revenue for the second quarter of 2025 reached 184.504 billion Chinese yuan (approximately $25.7 billion), compared to 161.117 billion Chinese yuan in the same period last year [3] - Operating profit was reported at 63.052 billion yuan, an increase from 57.313 billion yuan in the previous year [3]

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