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Oracle(ORCL) - 2025 FY - Earnings Call Transcript
2025-11-18 16:02
Oracle (NYSE:ORCL) FY 2025 Annual General Meeting November 18, 2025 10:00 AM ET Company ParticipantsBrian Higgins - Senior VP and Corporate SecretaryJeff Henley - Executive Vice ChairClay Magouyrk - CEOMike Sicilia - CEOJeff HenleyGood morning, ladies and gentlemen. I'm Jeff Henley, Executive Vice Chair of the Board of Directors. I would like to welcome you to our annual meeting of stockholders. In accordance with the notice of the meeting, I call to order the 48th Annual Meeting of the Stockholders of Orac ...
Energizer (ENR) - 2025 Q4 - Earnings Call Transcript
2025-11-18 16:02
Energizer (NYSE:ENR) Q4 2025 Earnings Call November 18, 2025 10:00 AM ET Company ParticipantsJohn Drabik - EVP and CFOJon Poldan - VP, Treasurer, and Investor RelationsMark LaVigne - President and CEOConference Call ParticipantsWilliam Reuter - Research AnalystPeter Grom - Equity Research AnalystAndrea Teixeira - Managing Director and Senior Equity Research AnalystRob Ottenstein - AnalystLauren Lieberman - Managing Director and Senior Equity Research AnalystShovana Chowdhury - Research AnalystBrian McNamara ...
Euroseas(ESEA) - 2025 Q3 - Earnings Call Transcript
2025-11-18 16:02
Euroseas (NasdaqCM:ESEA) Q3 2025 Earnings Call November 18, 2025 10:00 AM ET Company ParticipantsAristides Pittas - Chairman and CEOTasos Aslidis - CFOConference Call ParticipantsPoe Fratt - Managing Director and Senior Transportation AnalystClement Mullins - AnalystNone - AnalystTate Sullivan - Managing Director and Senior Research AnalystOperatorThank you for standing by, ladies and gentlemen, and welcome to Euroseas Conference Call on the third quarter 2025 financial results. We have with us today Mr. Ar ...
C3is (CISS) - 2025 Q3 - Earnings Call Transcript
2025-11-18 16:02
C3is (NasdaqCM:CISS) Q3 2025 Earnings Call November 18, 2025 10:00 AM ET Company ParticipantsNina Pyndiah - CFODiamantis Andriotis - CEOOperatorGood day, and thank you for standing by. Welcome to the C3is Q3 2025 Financial and Operating Results Conference call. At this time, all participants are in listen-only mode. Please be advised that today's conference is being recorded. I would now like to hand the conference over to our speaker today, Diamantis Andriotis. Please go ahead, sir.Diamantis AndriotisGood ...
C3is (CISS) - 2025 Q3 - Earnings Call Transcript
2025-11-18 16:02
C3is (NasdaqCM:CISS) Q3 2025 Earnings Call November 18, 2025 10:00 AM ET Company ParticipantsNina Pyndiah - CFODiamantis Andriotis - CEOOperatorGood day, and thank you for standing by. Welcome to the C3is Q3 2025 financial and operating results conference call. At this time, all participants are in listen-only mode. Please be advised that today's conference is being recorded. I would now like to hand the conference over to our speaker today, Diamantis Andriotis. Please go ahead, sir.Diamantis AndriotisGood ...
Energizer (ENR) - 2025 Q4 - Earnings Call Transcript
2025-11-18 16:02
Energizer (NYSE:ENR) Q4 2025 Earnings Call November 18, 2025 10:00 AM ET Company ParticipantsJohn Drabik - EVP and CFOJon Poldan - VP, Treasurer, and Investor RelationsMark LaVigne - President and CEOConference Call ParticipantsBrian McNamara - Managing Director and Senior AnalystWilliam Reuter - Research AnalystPeter Grom - Equity Research AnalystAndrea Teixeira - Managing Director and Senior Equity Research AnalystRob Ottenstein - AnalystLauren Lieberman - Managing Director and Senior Equity Research Anal ...
Oracle(ORCL) - 2025 FY - Earnings Call Transcript
2025-11-18 16:00
Financial Data and Key Metrics Changes - Oracle's database is expected to grow by more than 8X over the next five years due to increased demand and strategic partnerships with major cloud providers [30][34] - The company has seen significant growth in its AI business, indicating a strong competitive position in the market [26][29] Business Line Data and Key Metrics Changes - Oracle is embedding AI features directly into its applications, with hundreds of AI features already live in production across its Fusion applications [35][36] - The AI Data Platform is being actively developed and utilized, enhancing the integration of data and AI capabilities for customers [24][29] Market Data and Key Metrics Changes - Oracle's AI offerings are broad and encompass various areas, including model training, inferencing, and reasoning, which positions the company uniquely in the market [29] - The company is experiencing a rapid acceleration in the adoption of its database services, particularly as they become available on other cloud platforms [33][34] Company Strategy and Development Direction - Oracle is focused on integrating AI into all its applications, making it easy for customers to adopt without additional costs or implementation efforts [36][39] - The company is leveraging its long history of data storage and management to enhance its AI capabilities, positioning itself as a leader in AI reasoning [23][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth of the AI inferencing business and its potential impact on Oracle's future [21][22] - The company is optimistic about the demand for its database services and AI applications, driven by ongoing technological advancements and customer needs [33][34] Other Important Information - Oracle's board of directors was successfully elected, and the appointment of Ernst & Young as the independent auditor for fiscal year 2026 was ratified [17][19] - The meeting included a discussion on the importance of forward-looking statements and the associated risks [20] Q&A Session Summary Question: When will AI inferencing become more material to Oracle's business? - Management highlighted that AI reasoning is expected to take off as Oracle integrates private data with powerful AI models, positioning the company well for future growth [22][24] Question: Why is Oracle winning more AI business than competitors? - Management attributed Oracle's success to strategic decisions made years ago, including the development of a non-blocking network and the ability to leverage private enterprise data for AI applications [26][28] Question: What is driving the expected 8X growth in Oracle's database? - Management explained that the growth is due to increased demand for Oracle Database services, especially as they become available on multiple cloud platforms [30][34] Question: How will Oracle succeed in getting customers to adopt AI and grow market share? - Management emphasized that AI features are built into applications, allowing for easy adoption and immediate value for customers without additional costs [35][39]
Freeport-McMoRan(FCX) - 2025 Q3 - Earnings Call Transcript
2025-11-18 16:00
Freeport-McMoRan (NYSE:FCX) Q3 2025 Earnings Call November 18, 2025 10:00 AM ET Speaker3and gentlemen, thank you for standing by, and welcome to the Freeport-McMoRan Update Conference Call. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session. If you wish to ask a question during the Q&A session, press star one on your touch-tone phone. If you require assistance during the conference, please press star zero. I'd now like to turn the conference over t ...
Energizer (ENR) - 2025 Q4 - Earnings Call Transcript
2025-11-18 16:00
Energizer (NYSE:ENR) Q4 2025 Earnings Call November 18, 2025 10:00 AM ET Speaker6Good morning. My name is Joanna, and I will be your conference operator today. At this time, I would like to welcome everyone to Energizer's fourth quarter and fiscal year 2025 conference call. After the speaker's remarks, there will be a question-and-answer session. To ask a question, please press star one on your touch-tone phone. As a reminder, this call is being recorded. I would now like to turn the conference over to John ...
C3is (CISS) - 2025 Q3 - Earnings Call Transcript
2025-11-18 16:00
C3is (NasdaqCM:CISS) Q3 2025 Earnings Call November 18, 2025 10:00 AM ET Speaker1Good day, and thank you for standing by. Welcome to the C3is Q3 2025 Financial and Operating Results Conference call. At this time, all participants are in listen-only mode. Please be advised that today's conference is being recorded. I would now like to hand the conference over to our speaker today, Diamantis Andriotis. Please go ahead, sir.Speaker0Good morning, everyone, and welcome to our C3is Q3 2025 Earnings Conference cal ...