BRC (NYSE:BRCC) FY 2026 Conference January 13, 2026 09:00 AM ET Speaker3To introduce the management team of Black Rifle Coffee. We have the whole team here. We got the company founder and Executive Chairman, Evan Hafer, President and CEO, Chris Mondzelewski, CFO, Matt Amigh, and Vice President of Investor Relations, Matt McGinley. All, of course, military veterans, which I think is always important, but particularly important as we get ready to celebrate our country's 250th birthday. We continue to see this ...

National Vision (NasdaqGS:EYE) FY 2026 Conference January 13, 2026 09:00 AM ET Speaker0Move into 2026, this kind of, you know, kind of horizon change as we shift years.Speaker1Yeah, first and foremost, I mean, I could not have been happier with how the team executed, not just in 2025, but in the fourth quarter as well. So, you know, the strategy that we outlined at our investor day in November was one of shifting our model to a more, innovative digital joyful model in our stores, where we elevate the assort ...

Titan Machinery (NasdaqGS:TITN) FY 2026 Conference January 13, 2026 09:00 AM ET Speaker0Based in Australia. The philosophy, at first it was a small handful of dealerships, but then, Dave and Peter, kind of got together and started working on a vision to help consolidate the CNH network. And we're a leader in that space, and we are the largest, CNH dealer in the world. So the thought process was, buy the neighboring, dealerships, and then let's move back office support functions and consolidate that. Today, ...

JPMorganChase (NYSE:JPM) Q4 2025 Earnings call January 13, 2026 08:30 AM ET Company ParticipantsMike Mayo - Managing Director and Head of U.S. Large-cap Bank ResearchJeremy Barnum - CFOGerard Cassidy - Managing DirectorEbrahim Poonawala - Head of North American Banks ResearchChristopher McGratty - Head of U.S. Bank ResearchKen Usdin - Managing DirectorBetsy Graseck - Managing DirectorJamie Dimon - Chairman and CEOConference Call ParticipantsJim Mitchell - Senior Equity AnalystJohn McDonald - Senior Research ...

Financial Data and Key Metrics Changes - Revenue for Q3 FY 2025-2026 was INR 11,596 million, an increase of 11% compared to the same quarter last year [8] - EBITDA was INR 2,470 million, reflecting a 29% increase year-over-year [8] - Loss before tax was INR 2,570 million, and after tax, the loss was INR 3,290 million [8] - Capital expenditure during the quarter was INR 3,452 million, with a cash balance of INR 3,627 million at the end of the quarter [8] Business Line Data and Key Metrics Changes - Revenue split for the quarter: Network services 37%, Data center colocation services 40%, Digital services 23% [7] - Data center colocation capacity sold was 9.1 megawatts [7] - Sify Network Services operates through 1,214 fiber nodes, a 9% increase from the same quarter last year [7] Market Data and Key Metrics Changes - The company is experiencing a rising demand for secure and high-performance digital infrastructure, driven by increased focus on AI, cloud, and data-driven platforms [5][6] Company Strategy and Development Direction - Sify's strategy is aligned with India's growth in digital infrastructure, focusing on investments in hyperscaler data centers, resilient networks, and AI-driven platforms [6] - The company aims to enable enterprise transformation in India over the next decade [6] Management's Comments on Operating Environment and Future Outlook - Management highlighted India's strong economic fundamentals and accelerating digital adoption as key drivers for growth [5] - The company expects to reach break-even in the digital services segment by the latter part of FY 2026-2027 [18] Other Important Information - The company filed a draft prospectus for the IPO of Infinit Spaces in October 2025, expecting approval soon [13][14] - Total design capacity for data centers is 188 megawatts, with 130 megawatts ready for service and 127 megawatts sold [15] Q&A Session Summary Question: Update on the timing for the IPO of Infinit Spaces - Management expects approval of the draft prospectus this month, with further guidance from bankers on the timing of the issue [13][14] Question: Total design capacity and sold capacity - Total design capacity is 188 megawatts, with 130 megawatts ready for service and 127 megawatts sold [15] Question: Roadmap for new data center construction - Two facilities in the Rabale data center campus will go live this calendar year, with additional greenfield projects under construction [16] Question: Digital services operating at a loss - Management anticipates reaching break-even in the digital services segment by the latter part of FY 2026-2027 [18] Question: Network business performance - The network business experienced price corrections and a shift from MPLS to internet services, leading to flat revenue [63] Question: New growth initiatives with Google partnership - Sify is partnering with Google for a cable landing station in Vishakhapatnam, which will strategically enhance their network capabilities [67] Question: Related party transactions - Revenue and expense transfers are related to contracts signed by the parent company before the data center business was carved out [53] Question: Future capital requirements and IPO proceeds - The IPO proceeds will primarily fund data center expansion and partially retire existing loans [36][87]

Concentrix (NasdaqGS:CNXC) Q4 2025 Earnings call January 13, 2026 08:30 AM ET Company ParticipantsRuplu Bhattacharya - DirectorSara Buda - VP of Investor RelationsChris Caldwell - President and CEOLuke Morrison - VP for Equity ResearchAndre Valentine - EVP and CFOConference Call ParticipantsVincent Colicchio - Managing Director and Senior Equity AnalystDave Koning - Senior Research AnalystOperatorHello, everyone. Thank you for joining us, and welcome to the Concentrix Fourth Quarter and Fiscal Year 2025 Fin ...

Sify Technologies (NasdaqCM:SIFY) Q3 2026 Earnings call January 13, 2026 08:30 AM ET Company ParticipantsM.P. Vijay Kumar - Executive Director and Group CFOPraveen Krishna - Head of Investor RelationsRaju Vegesna - ChairmanConference Call ParticipantsSourabh Arya - Senior Investment AnalystOperatorGood morning, everyone, and welcome to the Sify Technologies financial results for the third quarter, FY 2025 to 2026. At this time, all participants have been placed on a listen-only mode, and the floor will be o ...

Helen of Troy (NasdaqGS:HELE) FY 2026 Conference January 13, 2026 08:30 AM ET Company ParticipantsBrian Grass - CFOScott Uzzell - CEOScott UzzellThat they're going forward, but those are our priorities, as I talked about last week in the earnings call. Now, Brian, if there's anything you want to add?Brian GrassNo, just that over the last year or two, we adopted some different organizational structures, more centralization, and I think have come to the realization that putting things back close. to the brand ...

JPMorganChase (NYSE:JPM) Q4 2025 Earnings call January 13, 2026 08:30 AM ET Company ParticipantsJamie Dimon - Chairman and CEOMike Mayo - Managing Director and Head of U.S. Large-cap Bank ResearchJeremy Barnum - CFOGerard Cassidy - Managing DirectorEbrahim Poonawala - Head of North American Banks ResearchChristopher McGratty - Head of U.S. Bank ResearchKen Usdin - Managing DirectorBetsy Graseck - Managing DirectorConference Call ParticipantsJim Mitchell - Senior Equity AnalystErika Najarian - Managing Direc ...

Concentrix (NasdaqGS:CNXC) Q4 2025 Earnings call January 13, 2026 08:30 AM ET Company ParticipantsSara Buda - VP of Investor RelationsChris Caldwell - President and CEOAndre Valentine - EVP and CFORuplu Bhattacharya - Managing Director for Equity ResearchConference Call ParticipantsVincent Colicchio - Managing Director and Senior Equity AnalystDave Koning - Senior Research AnalystLuke Morrison - Investment Banking AnalystOperatorHello, everyone. Thank you for joining us, and welcome to the Concentrix Fourth ...