Financial Data and Key Metrics Changes - The preliminary results of the annual meeting indicate that both Jeff Tangney and Kara Wampler have been elected as directors until the 2028 Annual Meeting [8] - Deloitte's appointment as the independent auditor for fiscal year 2026 has been ratified [8] - The nonbinding advisory vote on the compensation of named executive officers for the fiscal year ended March 31, 2025, has been approved [8] Business Line Data and Key Metrics Changes - No specific data or metrics related to individual business lines were provided in the meeting [9] Market Data and Key Metrics Changes - No specific market data or metrics were discussed during the meeting [9] Company Strategy and Development Direction and Industry Competition - The company has proposed to elect two class one directors and ratify the independent auditor, indicating a focus on governance and oversight [6] - The approval of executive compensation suggests a strategy to align management incentives with shareholder interests [7] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during this meeting [9] Other Important Information - The meeting was conducted virtually, and voting was completed in accordance with Doximity's Bylaws and Delaware law [2][3] - The meeting was attended by the CEO, CFO, Board of Directors, and representatives from Deloitte, indicating a strong governance structure [2] Q&A Session All Questions and Answers - No Q&A session was recorded or reported in the meeting [9]

Financial Data and Key Metrics Changes - The preliminary results of the annual meeting indicate that both Jeff Tangney and Kara Wampler have been elected as directors until the 2028 Annual Meeting [8] - Deloitte's appointment as the independent auditor for fiscal year 2026 has been ratified [8] - The nonbinding advisory vote on named executive officers' compensation for the fiscal year ended March 31, 2025, has been approved [8] Business Line Data and Key Metrics Changes - No specific data or metrics related to individual business lines were discussed in the meeting [9] Market Data and Key Metrics Changes - No specific market data or metrics were provided during the meeting [9] Company Strategy and Development Direction and Industry Competition - The company has recommended the passage of all proposals presented at the meeting, indicating a unified strategy among the Board of Directors [7] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during this meeting [9] Other Important Information - The meeting was conducted virtually, and voting was completed in accordance with Doximity's Bylaws and Delaware law [2][3] - The meeting was attended by the CEO, CFO, Board of Directors, and representatives from Deloitte, indicating a strong governance structure [2] Q&A Session All Questions and Answers - No Q&A session was recorded or reported in the meeting [9]

Banco Macro (BMA) Q2 2025 Earnings Call August 28, 2025 11:00 AM ET Company ParticipantsNicolás Torres - Investor RelationsErnesto Gabilondo - Director - LatAm Financials Bank of AmericaJorge Francisco Scarinci - CFO, Finance Manager & IR ManagerBrian Flores - VP - Equity ResearchYuri Fernandes - Executive DirectorConference Call ParticipantsMatías Cattaruzzi - Senior Equity Research AnalystOperatorGood morning, ladies and gentlemen, and thank you for waiting. At this time, we would like to welcome everyone ...

Banco Macro (BMA) Q2 2025 Earnings Call August 28, 2025 11:00 AM ET Speaker0Good morning, ladies and gentlemen, and thank you for waiting. At this time, we would like to welcome everyone to Banco Macro's Second Quarter twenty twenty five Earnings Conference Call. We would like to inform you that the second Q 'twenty five press release is available to download at the Investor Relations website of Banco Macro, www.macro.com. Arrelaciones inversoris. Also, this event is being recorded and all participants will ...

DICK’S Sporting Goods (DKS) Q2 2026 Earnings Call August 28, 2025 10:00 AM ET Company ParticipantsNate Gilch - Senior Director of Investor RelationsEdward Stack - Executive ChairmanLauren Hobart - Director, President & CEONavdeep Gupta - Executive VP & CFOSimeon Gutman - Managing DirectorJoseph Feldman - Senior MD & Assistant Director - ResearchJohn Kernan - Managing DirectorPaul Lejuez - Managing DirectorEric Cohen - Research Associate - RetailConference Call ParticipantsBrian Nagel - MD & Senior Analyst - ...

Lucky Strike Entertainment Corporation (BOWL) Q4 2025 Earnings Call August 28, 2025 10:00 AM ET Company ParticipantsBobby Lavan - CFOThomas Shannon - Founder, Chairman, CEO & DirectorLev Ekster - PresidentJackson Gibb - Equity Research AssociateRandal Konik - Managing DirectorIan Zaffino - Managing DirectorMichael Kupinski - Director - Research & MD - Media And EntertainmentConference Call ParticipantsJason Tilchen - Director & Senior Equity Research AnalystEric Handler - MD & Senior Research AnalystJeremy ...

Altice France Holding S.A (SFR) Q2 2025 Earnings Call August 28, 2025 10:00 AM ET Company ParticipantsNone - ExecutiveJoshua Mills - Executive Director - Sector Head & Telecoms ResearchConference Call ParticipantsNone - AnalystMollie Witcombe - Equity Research AnalystVivek Khanna - Research AnalystNoneConcrete transaction to be discussed on the call today. And I think that your other one question on the politics, we don't believe that the current political situation in France has impact on our current busin ...

Financial Data and Key Metrics Changes - The company reported total revenue of $301.2 million for fiscal year 2025, a 6.1% increase from $283.9 million in the previous year [19] - Adjusted EBITDA for the year was $88.7 million, up from $83.4 million, reflecting a positive trend in profitability [19] - Same store sales declined by 4.1%, but showed sequential improvement each month in the fourth quarter [19] Business Line Data and Key Metrics Changes - The retail business remained steady, while league operations experienced low single-digit growth and the events business faced a high single-digit decline [19] - The acquisition of Boomers and two new water parks contributed an additional $7 million in EBITDA [19] - Food revenue showed positive same store comps of 2.5%, while alcohol comps were down 2.7% but improving [12][19] Market Data and Key Metrics Changes - California, which accounts for approximately 20% of total sales, contributed $6 million to the same store sales decline [20] - New York is performing well, with positive comps attributed to increased marketing efforts [56] Company Strategy and Development Direction - The company is focused on building a premier location-based entertainment platform in North America, with significant investments in water parks and family entertainment centers [8][10] - The strategy includes enhancing guest experiences and expanding market leadership through acquisitions and organic growth [10] - The company aims to reach 100 Lucky Strike locations by year-end, up from 55 [17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the positive momentum heading into fiscal year 2026, driven by strong July performance and the successful season pass program [6][22] - The company anticipates total revenue growth of 5% to 9% for fiscal year 2026, translating to $1.26 billion to $1.31 billion in revenue [22] - Management highlighted the importance of marketing investments to capture additional market share and improve brand awareness [47] Other Important Information - The company acquired 58 properties for $36 million, which will lower GAAP rent expense and capitalized lease expense in fiscal year 2026 [21][22] - The liquidity position remains strong at $342 million, with $60 million in cash [23] Q&A Session Summary Question: Can you walk us through the assumptions embedded in the new targets for 2026 EBITDA guidance? - Management noted that July showed positive growth, and the guidance reflects increased marketing investments and the expected positive impact from newly acquired assets [26][27] Question: How do you see the cadence playing out between the quarters in fiscal 2026? - Management expects double-digit growth in September, with the fourth quarter projected to be $10 million to $20 million higher than the second quarter [30] Question: What is the outlook for the events side of the business? - Management indicated that the comp gets easier starting in September, and they are focusing on increasing marketing spend to capture market share [34] Question: How are you approaching the business of water parks and family entertainment centers compared to bowling? - The same playbook is applied, focusing on improving asset quality and enhancing food and beverage offerings [36] Question: What is the expected trajectory for location operating costs? - Management indicated that location operating costs are expected to return to historical trends after accounting for non-cash charges [66] Question: Can you provide insights on the impact of marketing investments on recent performance? - Management highlighted that increased marketing spend has driven significant results, particularly in the successful season pass program [46] Question: What is the expected annualized cost to operate Boomers? - Boomers is currently running close to a 25% EBITDA margin, with expectations for revenue growth in the next twelve months [84] Question: What is the non-acquisition CapEx guidance for FY 2026? - Non-acquisition CapEx is expected to be around $130 million, down from the previous year as the company focuses on high ROI initiatives [85]

Financial Data and Key Metrics Changes - The company reported a consolidated sales increase of 5% to $3.65 billion for Q2 2025, with comparable sales (comps) also increasing by 5% [16][11] - Gross profit for Q2 was $1.35 billion, representing 37.06% of net sales, an increase of 33 basis points from the previous year [17] - Non-GAAP earnings per diluted share were $4.38, slightly up from $4.37 in the previous year [19] - The company ended Q2 with approximately $1.2 billion in cash and cash equivalents, with no borrowings on its $2 billion unsecured credit facility [19] Business Line Data and Key Metrics Changes - The company opened one additional House of Sport location in Q2 and plans to open 13 more in Q3, marking the highest number of openings in a single quarter [12] - The e-commerce business continues to grow faster than the overall company, driven by a strong product pipeline and app engagement [13][14] Market Data and Key Metrics Changes - The company continues to gain market share from online-only and omni-channel retailers, with a two-year comp stack of 9.5% and a three-year comp stack of 11.5% [16] - The average ticket increased by 4.1%, while transactions rose by 0.9% in Q2 [16] Company Strategy and Development Direction - The company is focused on four strategic pillars: differentiated product assortment, omni-channel athlete experience, teammate experience, and deep engagement with the Dick's brand [10] - The pending acquisition of Foot Locker is expected to create a global leader in the sports retail industry, enhancing partnerships with leading sports brands and expanding the total addressable market [7][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's resilience and the effectiveness of long-term strategies, raising full-year comp sales growth expectations to 2% to 3.5% [21] - The company is navigating a complex macroeconomic environment, including tariff impacts, while maintaining strong consumer demand and sales momentum [38][21] Other Important Information - The company anticipates closing the Foot Locker acquisition on September 8, 2025, and is enthusiastic about the strategic benefits it will bring [7] - The company is investing in digital and in-store initiatives to position itself for long-term growth, with a focus on enhancing the athlete experience [18][21] Q&A Session Summary Question: Update on Foot Locker acquisition and revitalization plans - Management sees a tremendous opportunity with Foot Locker and plans to invest in stores and marketing to turn the business around, with more details expected in the Q3 call [34][33] Question: Impact of tariffs on demand and pricing - Management reported strong performance despite tariff impacts, with surgical price increases and no significant demand slowdown observed [38][36] Question: Consumer behavior and category performance - Management noted broad-based growth across all key segments, with no signs of consumer slowdown, and highlighted the importance of innovation in driving sales [41][42] Question: Gross margin expectations - Management expects gross margin to expand for the full year, driven by product assortment quality and strategic investments, despite balancing various economic factors [73][72] Question: Game Changer performance - Game Changer continues to perform well with 7.4 million unique active users in Q2, and the integration with Dick's Media Network is enhancing personalization and engagement [80][81] Question: Private brands and tariff impacts - Management did not provide specific details on private brand performance but acknowledged ongoing discussions with brand partners regarding pricing strategies in light of tariffs [122]

Financial Data and Key Metrics Changes - For Q2 2025, total revenue was €2.29 billion, a decline of 9.1% year over year on a reported basis [3] - Q2 EBITDA was €801 million, and operating free cash flow was €423 million [3] - EBITDA decreased by 10.8% in the second quarter, primarily due to a decline in residential revenue [14] - CapEx expenditure for the quarter totaled €378 million, reflecting a notable reduction compared to Q2 2024 [14] - Free cash flow for Q2 2025 amounted to an outflow of €137 million [16] Business Line Data and Key Metrics Changes - Residential service revenue declined by 9.1% year over year, with fixed residential service revenue down 6.2% [12] - Mobile residential service revenue declined by 11.3%, impacted by customer base erosion and competitive pricing pressure [13] - Business Services, excluding construction, declined by 2%, with the majority of the decline driven by construction [13] - Total net losses in fixed services were minimal in 2025 compared to 2024, indicating improved commercial trends [9] Market Data and Key Metrics Changes - The competitive environment in France remains intense, particularly in the budget mobile segment, with aggressive pricing from competitors [35] - The volume of net adds in the French market was low compared to previous years, with a total of approximately 80,000 net adds across all players [48] Company Strategy and Development Direction - The company aims to reduce leverage to four times and has entered into agreements with creditors to extend debt maturities and reduce interest expenses [20] - The focus remains on CapEx discipline, particularly in areas like FTTH and 5G, where prior investment levels will not need to be sustained [14] - The company is actively reviewing its portfolio for potential transactions that make strategic sense [30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to improve trends in the coming quarters despite current revenue declines [9] - The restructuring plan aims to reduce the absolute debt of Altice France without impacting operations or employees [28] - Management believes the current political situation in France does not impact business operations or transaction capabilities [30] Other Important Information - The company has started implementing a safeguard plan and expects to close the process by early October 2025 [4] - A technical incident in June affected mobile network service, but the issue was resolved quickly, and impacted customers were compensated with additional mobile data [10][11] Q&A Session Summary Question: Guidance for full year operating cash flow - Management confirmed guidance for growth in EBITDA minus CapEx for 2025, primarily driven by CapEx reduction [25][26] Question: Update on safeguard process and appeals - One appeal has been made by employee representatives, but management remains confident in the October timeline for restructuring [27][28] Question: Competitive environment in mobile and B2B business - The competitive environment remains intense, with pricing pressures affecting both mobile and B2B segments [35][36] Question: Fixed service revenue decline and connection revenue base - Fixed service revenue declined by 6.2% year over year, with connection fees contributing to the decline [42] Question: Net proceeds from the tower transaction - Expected net proceeds from the tower transaction are around €460 million [45] Question: Trends in net adds and churn issues - Management noted that net adds in Q2 were comparable to last year, with improvements in customer retention [48] Question: Sustainability of CapEx reduction - Management indicated that the reduction in CapEx is sustainable due to lower network investment needs and changing data consumption patterns [50][51]