Oaktree Specialty Lending (NasdaqGS:OCSL) Q4 2025 Earnings Call November 18, 2025 11:00 AM ET Company ParticipantsArmen Panossian - CEO and CIORaghav Khanna - Co-CIOClark Koury - Head of Investor RelationsMatt Pendo - President and COOChris McKown - CFO and TreasurerConference Call ParticipantsMelissa Waddell - Research AnalystSean Paul Adams - Research AnalystOperatorWelcome, and thank you for joining Oaktree Specialty Lending Corporation's Fourth Fiscal Quarter and Full Year 2025 conference call. Today's ...

Sandisk (NasdaqGS:SNDK) FY 2025 Annual General Meeting November 18, 2025 11:00 AM ET Company ParticipantsDavid Goeckeler - CEO and Chairman of the Board of DirectorsBernard Scheck - Chief Legal Officer and SecretaryCarver Peterson - Assistant SecretaryDavid GoeckelerGood morning and welcome to the annual meeting of stockholders of Sandisk Corporation. I'm David Goeckeler, CEO and Chair of the Board of Directors. I hereby call the meeting to order and declare it to be in session. As noted in our proxy statem ...

Sandisk (NasdaqGS:SNDK) FY 2025 Annual General Meeting November 18, 2025 11:00 AM ET Company ParticipantsDavid Goeckeler - CEO and Chairman of the Board of DirectorsBernard Shek - Chief Legal Officer and SecretaryCarver Peterson - Assistant SecretaryDavid GoeckelerGood morning and welcome to the Annual Meeting of Stockholders of Sandisk Corporation. I'm David Goeckeler, CEO and Chair of the Board of Directors. I hereby call the meeting to order and declare it to be in session. As noted in our proxy statemen ...

Helmerich & Payne (NYSE:HP) Q4 2025 Earnings Call November 18, 2025 11:00 AM ET Company ParticipantsJohn Lindsay - CEOTrey Adams - PresidentEddie Kim - VP of Equity ResearchMike Lennox - EVP of Western HemisphereKevin Vann - Senior VP and CFOKris Nicol - VP of Investor RelationsScott Gruber - Director of Oilfield Services and Equipment ResearchJohn Daniels - Founder and PresidentConference Call ParticipantsDon Crist - Senior Research AnalystDan Kutz - VP and Equity AnalystDoug Becker - Managing Director and ...

Pearl Diver Credit Company (NYSE:PDCC) Q3 2025 Earnings Call November 18, 2025 11:00 AM ET Company ParticipantsEmma Little - Head of Investor RelationsIndranil Basu - CEO, Founder, and Managing PartnerChandrajit Chakraborty - CIO and Managing PartnerConference Call ParticipantsGaurav Mehta - Managing Director and Senior Equity Research AnalystEric Zweck - AnalystOperatorThanks, and welcome to the Pearl Diver Credit Company third quarter 2025 earnings call. At this time, all participants are in a listen-only ...

Summary of Thomson Reuters Conference Call Company Overview - **Company**: Thomson Reuters - **Industry**: Information Services, specifically focusing on legal, tax, and accounting sectors Key Points and Arguments Product Innovation and AI Integration - The CEO highlighted a significant acceleration in product innovation, particularly through the integration of generative AI across various product lines such as CoCounsel, Westlaw, and Practical Law [3][4][10] - The company has committed over $200 million to generative AI investments for 2025, split evenly between operating expenses and capital expenditures [11] - Recent product launches, including CoCounsel Legal and Westlaw Advantage, have received positive early testing results, indicating strong client adoption [4][5] Client Adoption and Customer Success - Thomson Reuters has invested heavily in customer success initiatives to drive adoption and sustained usage of its products [5][7] - The company has seen a doubling of its Net Promoter Score (NPS) since launching its change program in 2021, indicating improved customer satisfaction [14] Revenue Growth Projections - For 2026, the company targets a revenue growth of 9.5% for its big three segments, with price increases expected in the range of 3-3.5% [15][16] - The tax and accounting segment is projected to achieve organic revenue growth of 11-13%, driven by product innovation, acquisitions, and a strong retention rate [57][58] Competitive Advantages - Thomson Reuters maintains a strong competitive position in legal research due to its extensive content repository and a team of highly trained attorneys who enhance AI capabilities [22][43] - The company is leveraging its established tax calculation engines and expertise to automate workflows, addressing the talent shortage in the tax and accounting professions [39][41] Market Dynamics and Opportunities - The legal profession is increasingly adopting technology, with both large firms and sole practitioners showing interest in AI tools [54][55] - The corporate segment presents a significant growth opportunity, with the company focusing on automating tasks for general counsels and heads of tax [60][62] Challenges and Considerations - The company faces challenges in changing the cultural dynamics within law firms to fully embrace AI tools, which may take time [56] - There are concerns regarding potential downgrades in government contracts affecting revenue, but the company remains optimistic about overall growth [51][48] Additional Important Insights - The company is actively monitoring the competitive landscape, particularly in tax and accounting, where it has not seen new entrants in core calculation engines [44] - The integration of AI into workflows is seen as a multi-year growth opportunity, with a focus on delivering automation solutions that competitors may struggle to replicate [62][63]

Sprout Social (NasdaqCM:SPT) Update / Briefing November 18, 2025 11:00 AM ET Company ParticipantsTazi Flory - Product Marketing ManagerJamia Kenan - Senior Social Media SpecialistBianca Shaw - VP of Enterprise Social and Digital ReputationPaige Britton - Product Marketing ManagerJeff MacDonald - Director of Innovation and TechnologyMeg Christolini - VP of AI ProductTazi FloryHello, everyone, and welcome to Breaking Ground, our quarterly launch event where we gather to celebrate social media, share strategy, ...

Pearl Diver Credit Company (NYSE:PDCC) Q3 2025 Earnings Call November 18, 2025 11:00 AM ET Speaker2Thanks, and welcome to the Pearl Diver Credit Company third quarter 2025 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. I'd now like to turn the conferen ...

Glaukos (NYSE:GKOS) FY Conference November 18, 2025 11:00 AM ET Company ParticipantsChris Lewis - VP of Investor RelationsAlex Thurman - CFOConference Call ParticipantsMason Carrico - AnalystMason CarricoYou guys good to go?Yeah.All right. Welcome to day one of the Stephens Conference. I'm Mason Carrico. I'm the diagnostics and medtech analyst here. Excited to have the Glaukos team with us. Here today, we've got Alex Thurman, CFO, and Chris Lewis, IR. Appreciate you guys joining us this morning.Alex Thurman ...

Ardent Health (NYSE:ARDT) FY Conference November 18, 2025 11:00 AM ET Company ParticipantsAlfred Lumsdaine - CFOMarty Bonick - President and CEOConference Call ParticipantsRaj Kumar - Healthcare Services AnalystRaj KumarAll right, so we're here at the top of the hour, so we're just going to get started. Welcome to Day One of the Stephens 2025 Annual Investment Conference, live and in person in Nashville. I'm Raj Kumar, Healthcare Services Analyst with Stevens. For our next panel, we have Ardent Health. Arde ...