Warner Bros. Discovery, Inc. (NASDAQ:WBD) Q3 2024 Earnings Conference Call November 7, 2024 8:00 AM ET Company Participants David Zaslav - President, Chief Executive Officer Gunnar Wiedenfels - Chief Financial Officer JB Perrette - CEO, President, Global Streaming and Games Andrew Slabin - Executive Vice President, Global Investor Strategy Conference Call Participants Steven Cahall - Wells Fargo David Karnovsky - JPMorgan Michael Nathanson - MoffettNathanson Rich Greenfield - Lightshed Partners Jessica Reif ...

Halliburton Company (NYSE:HAL) Q3 2024 Results Conference Call November 7, 2024 9:00 AM ET Company Participants David Coleman - Senior Director, IR Jeff Miller - Chairman, President, and CEO Eric Carre - EVP and CFO Conference Call Participants Dave Anderson - Barclays Arun Jayaram - JPMorgan Securities James West - Evercore ISI Roger Read - Wells Fargo Securities Neil Mehta - Goldman Sachs Saurabh Pant - Bank of America Kurt Hallead - Benchmark Operator Good day, and welcome to the Third Quarter 2024 Halli ...

MKS Instruments, Inc. (NASDAQ:MKSI) Q3 2024 Earnings Conference Call November 7, 2024 8:30 AM ET Company Participants Paretosh Misra - Vice President of Investor Relations John Lee - President and Chief Executive Officer Michelle McCarthy - Vice President and Chief Accounting Officer Ram Mayampurath - Executive Vice President, Chief Financial Officer and Treasurer Conference Call Participants Matthew Prisco - Cantor Steve Barger - KBCM Chris Grenga - Needham & Company Krish Sankar - TD Cowen Joe Quatrochi - ...

ACM Research, Inc. (NASDAQ:ACMR) Q3 2024 Results Earnings Conference Call November 7, 2024 8:00 AM ET Company Participants Gary Dvorchak - Investor Relations, The Blueshirt Group David Wang - President and Chief Executive Officer Mark McKechnie - Chief Financial Officer and Treasurer Conference Call Participants Charles Shi - Needham & Company Mark Miller - The Benchmark Company Suji Desilva - ROTH-MKM Edison Lee - Jefferies Operator Good day, ladies and gentlemen. Thank you for standing by and welcome to t ...

SpartanNash Company (NASDAQ:SPTN) Q3 2024 Earnings Conference Call November 7, 2024 8:30 AM ET Company Participants Kayleigh Campbell - Head of Investor Relations Tony Sarsam - President and Chief Executive Officer Jason Monaco - Executive Vice President and Chief Financial Officer Conference Call Participants Chuck Cerankosky - Northcoast Research Alex Slagle - Jefferies Ben Wood - BMO Capital Markets Scott Mushkin - R5 Capital Operator Welcome to the SpartanNash Third Quarter 2024 Earnings Conference Call ...

Financial Data and Key Metrics - Adjusted EBITDA for the first nine months reached nearly $1 billion, excluding acquisition-related purchase price adjustments [15] - The company increased its dividend from $0.12 in 2023 to $0.16 per common share for 2024, with plans to double the 2023 dividend to $0.24 by 2026 [28][29] - Production at the Key Lake Mill exceeded expectations, with 2024 production now expected to reach 19 million pounds, up from the previous estimate of 18 million pounds [31] - Production from JV Inkai is expected to be 7.7 million pounds, down from the previous estimate of 8.3 million pounds due to sulfuric acid supply challenges [35] Business Line Performance - Uranium segment: Production at Key Lake Mill exceeded expectations, with automation and digitization projects contributing to improved performance [31] - Fuel services segment: Production was 60% higher than the third quarter of the previous year, driven by the commissioning of a new closed-loop water system at Port Hope [40] - Westinghouse investment: Adjusted EBITDA outlook remains positive, with a 6% to 10% growth rate expected over the next five years [55] Market Data and Key Metrics - Long-term uranium prices have reached their highest level in over a decade, but significant investments in new projects are still lacking [19] - Long-term contract volumes increased from 50 million pounds at the end of September to 90 million pounds by early November, driven by larger contracts signed in October [24] - The conversion segment of the fuel cycle remains tight, with prices at historic highs [24] Company Strategy and Industry Competition - The company is focused on optimizing Tier 1 assets and returning to a Tier 1 cost structure, with strong production performance and a solid financial position [5][28] - Cameco is well-positioned to leverage opportunities in the nuclear industry, with a strategy centered on full-cycle value and investments across the reactor life cycle [27] - The company is selective in committing uranium inventory and UF6 conversion capacity to maintain exposure to rising prices while protecting against downside risks [23] Management Commentary on Operating Environment and Future Outlook - Management highlighted the growing demand for nuclear power, driven by decarbonization, sustainability, energy security, and rising energy demand [17][18] - The U.S. ban on Russian uranium imports has created supply challenges, but the company is well-positioned to meet demand from responsible and reliable suppliers [20][27] - The company expects long-term contracting activity to gain momentum, with increased utility interest and off-market negotiations [22][23] Other Important Information - The company repaid $100 million of its floating rate term loan in Q3, bringing year-to-date repayments to $400 million, with plans to repay the remaining $200 million [46] - Cameco is finalizing an updated National Instrument 43-101 technical report for the Inkai mine, which will include updated reserves, production profiles, and cost information [37] - The company appointed David Doerksen as Senior Vice President and Chief Marketing Officer, and Lisa Aitken as Vice President Marketing [48] Q&A Session Summary Question: Long-term contracting and procurement behavior - Management noted that utilities are starting to shift their focus upstream in the fuel cycle, with uranium demand expected to increase as enrichment and conversion markets tighten [51][53] Question: Westinghouse's long-term EBITDA growth rate - The company maintains its 6% to 10% EBITDA growth rate for Westinghouse, with potential for upward adjustments as new projects reach final investment decisions [54][55] Question: Inkai production challenges and Tier 2 assets - Production at Inkai is impacted by sulfuric acid supply issues, but the company remains committed to the project. Tier 2 assets remain on care and maintenance, with potential for future reactivation [61][63] Question: Conversion market and Springfield restart - The conversion market remains tight, and the company is strategically patient in restarting the Springfield facility, waiting for stronger contracting cycles and pricing [66][71] Question: New nuclear builds and AP1000 role - The company sees significant opportunities for new nuclear builds, particularly with the AP1000 reactor, which is well-positioned to meet future energy demands [74][78] Question: Uranium pricing and cost inflation - Management emphasized the structural gap between uranium supply and demand, with higher prices needed to incentivize new production. Cost inflation is being managed through automation and digitization investments [89][102] Question: Westinghouse's Q4 performance - Westinghouse is expected to have a strong Q4 due to seasonality in its business, with higher margin work typically occurring during the fall outage season [105][107] Question: Long-term contracting and price negotiations - The company is disciplined in its contracting approach, with floor and ceiling prices for long-term contracts remaining at $70 and $130, respectively. Higher prices are expected as demand increases [119][125] Question: Uranium price seasonality - Uranium prices typically show seasonality, with stronger demand in the fall and winter months. The company expects higher prices to address the structural supply-demand gap [135][142]

Under Armour, Inc. (NYSE:UAA) Q2 2025 Earnings Conference Call November 7, 2024 8:30 AM ET Company Participants Lance Allega - Senior Vice President, Investor Relations, Treasury and Corporate Development Kevin Plank - President and Chief Executive Officer Dave Bergman - Chief Financial Officer Conference Call Participants Simeon Siegel - BMO Capital Markets Jay Sole - UBS Bob Drbul - Guggenheim Paul Lejuez - Citi Brian Nagel - Oppenheimer Operator Good morning, and welcome to the Under Armour Q2 2025 Earni ...

Geron Corporation (NASDAQ:GERN) Q3 2024 Results Conference Call November 7, 2024 8:00 AM ET Company Participants Aron Feingold - Vice President of IR and Corporate Communication John Scarlett - Chairman and CEO Jim Ziegler - EVP and CCO Michelle Robertson - EVP and CFO Faye Feller - EVP, CMO Andrew Grethlein - EVP, COO Conference Call Participants Tara Bancroft - T. D. Cowen Faisal Khurshid - Leerink Partners Corinne Johnson - Goldman Sachs Carter Gould - Barclays Emily Bodnar - H.C. Wainwright Stephen Will ...

Start Time: 08:30 January 1, 0000 9:10 AM ET MidCap Financial Investment Corporation (NASDAQ:MFIC) Q3 2024 Earnings Call November 07, 2024, 08:30 AM ET Company Participants Howard Widra - Executive Chairman Tanner Powell - CEO Ted McNulty - President Greg Hunt - CFO Elizabeth Besen - IR Manager Conference Call Participants Kenneth Lee - RBC Capital Partners Markets Mark Hughes - Truist Matthew Hewitt - Jefferies Paul Johnson - KBW Operator Good morning and welcome to the Earnings Conference Call for the per ...

Kenvue, Inc. (NYSE:KVUE) Q3 2024 Earnings Conference Call November 7, 2024 8:00 AM ET Company Participants Sofya Tsinis - Head, IR Thibaut Mongon - CEO Paul Ruh - CFO Conference Call Participants Bonnie Herzog - Goldman Sachs Anna Lizzul - Bank of America Andrea Teixeira - J.P. Morgan Peter Grom - UBS Filippo Falorni - Citi Steve Powers - Deutsche Bank Keith Devas - Jefferies Nik Modi - RBC Capital Markets Korinne Wolfmeyer - Piper Sandler Jeremy Fialko - HSBC Operator Hello, and welcome to the Kenvue Third ...