Dow (NYSE:DOW) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Company ParticipantsAndrew Riker - VP of Investor RelationsDavid Begleiter - Managing DirectorFrank Mitsch - PresidentJeff Tate - CFOJim Fitterling - Chair and CEOKaren S. Carter - COOKevin McCarthy - PartnerMatthew Blair - Managing DirectorMike Sison - Managing DirectorVincent Andrews - Managing DirectorConference Call ParticipantsChris Parkinson - Senior Research Analyst of Chemicals, Agriculture and PackagingDuffy Fischer - Equity Research ...

1-800-FLOWERS.COM (NasdaqGS:FLWS) Q2 2026 Earnings call January 29, 2026 08:00 AM ET Company ParticipantsAdolfo Villagomez - CEOAndy Milevoj - SVP of Investor RelationsDouglas Lane - Managing DirectorJames Langrock - CFOMichael Kupinski - Director of Research and Managing Director of Media and EntertainmentConference Call ParticipantsAnthony Lebiedzinski - Senior Equity AnalystOperatorGood day, and welcome to the 1-800-FLOWERS.COM Fiscal 2026 Second Quarter Earnings Conference Call. All participants will be ...

Nasdaq (NasdaqGS:NDAQ) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Company ParticipantsAdena Friedman - Chair and CEOAto Garrett - SVP of Investor RelationsOperatorGood day, and thank you for standing by. Welcome to the Nasdaq Quarter 2025 results call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an auto ...

Financial Data and Key Metrics Changes - Revenue for the second quarter decreased by 9.5%, with e-commerce revenue declining due to a focus on improving marketing contribution margin and changes in search engine results pages negatively impacting direct traffic [13][11] - Gross margin decreased by 120 basis points to 42.1% compared to 43.3% in the prior year, primarily due to lower fixed cost absorption, higher commodity costs, and tariffs [14] - Adjusted EBITDA for the second quarter was $98.1 million, down from $116.3 million in the prior year [15] Business Line Data and Key Metrics Changes - Consumer Floral and Gifts segment revenue declined by 22.7%, Gourmet Foods and Gift Baskets segment by 3.8%, and BloomNet segment by 3.1% [14] - Marketing contribution margin was impacted by the scale of the holiday quarter and a decline in direct traffic, although improvements in ad spend-to-sales ratio were noted [7][11] Market Data and Key Metrics Changes - The company observed a mixed performance across different market segments, with the food business performing better due to its exposure to B2B, while the floral segment faced challenges from inefficient marketing spend [56][14] - The company noted that higher-end household income segments are holding up better, while lower-end segments are experiencing softness [44] Company Strategy and Development Direction - The company is transitioning to a function-based operating structure to improve efficiency, accountability, and collaboration, which includes workforce reductions and leadership realignments [5][6] - A focus on a disciplined marketing approach and the elimination of unprofitable initiatives is intended to sharpen focus on core businesses and improve profitability [9][10] - The company is not pursuing additional pop-up retail locations due to unattractive returns on invested capital, instead opting for a full-year store concept [8] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that while progress is being made, it will not be linear, and they remain focused on executing strategic initiatives and cost reduction efforts [16][10] - The company expects revenue to decline in the low double-digit range for the second half of fiscal 2026, reflecting ongoing challenges in direct traffic and marketing efficiency [16] Other Important Information - The company achieved approximately $15 million in annualized run-rate cost savings for fiscal 2026, with expectations to reach $50 million in total cost savings across fiscal 2026 and 2027 [12] - Valentine's Day is anticipated to be challenging due to its placement on a Saturday, prompting adjustments in marketing strategies [28][31] Q&A Session Summary Question: What drove the decline in the consumer floral and gift segment? - Management indicated that the decline was primarily driven by inefficient marketing spend, particularly in the PMOL segment, which was impacted more than the flowers business [19] Question: Are there any changes in behavior from Passport members? - Management noted that Passport members perform better than non-members, but there is a need to improve the loyalty program's value proposition [20][24] Question: Which segments are expected to perform better in the second half of the year? - Management indicated that the food business is expected to perform better, while the flowers business will be more significant in the second half, with a mixed shift in performance [25][26] Question: What are the trends in commodity prices? - Management reported that while cocoa prices remain high, other commodities like eggs, butter, and sugar are stabilizing and should not be a headwind in the second half of the year [39] Question: What are the capital allocation priorities? - The focus is on stabilizing performance and building capabilities for sustainable growth, with a disciplined approach to capital allocation [46]

Rogers Communications (NYSE:RCI) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Company ParticipantsGlenn Brandt - CFOPaul Carpino - VP of Investor RelationsTony Staffieri - President and CEOConference Call ParticipantsAravinda Galappatthige - Managing Director and Senior Equity Research AnalystBatya Levi - Senior Equity Research AnalystDrew McReynolds - Managing Director and Senior Equity Research AnalystJérôme Dubreuil - Senior Equity Research AnalystMaher Yaghi - Managing Director and Senior Equity R ...

Virtu Financial (NasdaqGS:VIRT) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Company ParticipantsAaron Simons - CEOCindy Lee - CFOJoe Molluso - Co-President and Co-COOMatt Sandberg - Head of Corporate Planning and Business AnalyticsRitwik Roy - VPConference Call ParticipantsEli Abboud - Equity Research AnalystKen Worthington - Equity Research AnalystWill Cops - Equity Research AnalystNone - AnalystOperatorHello, everybody, and welcome to the Virtu Financial fourth quarter 2025 earnings call. My name i ...

Lazard (NYSE:LAZ) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Company ParticipantsAlexandra Deignan - Head of Investor Relations and TreasuryBrendan O’Brien - Senior VPChris Hogbin - CEO of Asset ManagementDaniel Cocchiara - Equity Research Associate of North American BanksDevin Ryan - Director of Financial Technology ResearchJames Yaro - Managing Director of Equity ResearchMary Ann Betsch - CFOPeter Orszag - CEO and ChairmanRyan Kenny - Executive Director of Equity ResearchConference Call Participan ...

Xerox (NasdaqGS:XRX) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Company ParticipantsAnanda Baruah - Managing DirectorChuck Butler - CFOErik Woodring - Managing DirectorGreg Stein - SVP and Head of Investor RelationsMichael Cadiz - Assistant VPSteven Bandrowczak - CEOConference Call ParticipantsNone - AnalystOperatorWelcome to the Xerox Holdings Corporation's fourth quarter 2025 earnings conference release. After the presentation, there will be a question-and-answer session. To ask a question at that ...

Financial Data and Key Metrics Changes - Ameriprise reported adjusted operating revenue growth of 10% to $4.9 billion in Q4 2025, with earnings increasing 10% to over $1 billion and EPS rising 16% to $10.83 [16][27] - Return on equity reached a record high of 53.2%, up over 100 basis points [16][27] - Total assets under management, administration, and advisement grew to $1.7 trillion, up 11% year-over-year [17][27] Business Line Data and Key Metrics Changes - Wealth management adjusted operating net revenues increased 12% to $3.2 billion, driven by strong client engagement and higher activity levels [31] - The RAP business saw assets increase 17% to a record high of $670 billion, with net inflows of $12.1 billion in the quarter [29][18] - Asset management operating earnings increased 17% to $293 million, with total assets under management and advisement reaching $721 billion, up 6% [34][23] Market Data and Key Metrics Changes - Total client assets reached a new record of $1.2 trillion at year-end, up 13% from focused actions to drive flows and positive market conditions [17][29] - Total client inflows were $13.3 billion, up 18%, marking one of the best quarters for flows [18][29] - Transactional activity increased 5% year-over-year, primarily from growth in annuity products and brokerage [30] Company Strategy and Development Direction - Ameriprise is focused on leveraging investments in technology, digital capabilities, AI, and cloud infrastructure to enhance client and advisor experiences [17][18] - The company aims to continue its strong recruiting momentum, having added 91 experienced advisors in Q4 2025, with a strong pipeline for future recruitment [21][22] - Ameriprise's strategy includes maintaining a diversified revenue stream and effective expense management to sustain strong financial performance [9][16] Management's Comments on Operating Environment and Future Outlook - The operating environment remains fluid, with elevated inflation and signs of softening in the labor market, but Ameriprise continues to demonstrate resilience [8][9] - Management expressed confidence in the company's ability to sustain strong financial performance even in challenging environments, supported by a complementary mix of revenue streams [9][16] - The company is optimistic about its growth prospects moving into 2026, with a clear strategy and ongoing innovation [26][38] Other Important Information - Ameriprise returned over 100% of operating earnings to shareholders in Q4 2025, with a total capital return for the year of nearly 90% [25][28] - The company was recognized as one of America's Most Iconic Companies by TIME and included in several prestigious rankings for management and responsibility [26] Q&A Session Summary Question: Organic growth and recruiting backdrop - Management noted strong organic growth and new client flows, with good retention levels contributing to the positive results [40][42] Question: Expense outlook for 2026 - Management indicated that while investments will continue, they are also focused on transforming the expense base to maintain efficiency [46][50] Question: Buyback strategy and excess capital - The company plans to maintain a capital return range of 85%-90% of operating earnings, with a focus on returning capital to shareholders [56][57] Question: Cash growth and seasonal trends - Management acknowledged seasonal factors affecting cash growth but expressed confidence in underlying cash generation capabilities [95][96] Question: Consolidation opportunities in asset management - Management highlighted ongoing transformation and investment in technology to enhance capabilities and maintain competitive margins [100][102]

Virtu Financial (NasdaqGS:VIRT) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Company ParticipantsAaron Simons - CEOAlex Blostein - Managing DirectorCindy Lee - CFOJoe Molluso - Co-President and Co-COOKen Worthington - Managing DirectorMatt Sandberg - Head of Corporate Planning and Business AnalyticsRitwik Roy - VPConference Call ParticipantsEli Abboud - Equity Research AnalystWill Cops - Equity Research AnalystOperatorHello, everybody, and welcome to the Virtu Financial fourth quarter 2025 earnings ca ...