Atkore (ATKR) - 2026 Q1 - Earnings Call Transcript
2026-02-03 14:02
Atkore (NYSE:ATKR) Q1 2026 Earnings call February 03, 2026 08:00 AM ET Company ParticipantsBill Waltz - President and CEOJohn Deitzer - CFOJohn Pregenzer - COO and President of ElectricalMatthew Kline - VP of Treasury and Head of Investor RelationsConference Call ParticipantsAndy Kaplowitz - AnalystChris Dankert - AnalystChris Moore - AnalystDavid Tarantino - Senior Research AnalystDeane Dray - AnalystJustin Clare - AnalystOperatorGood morning. My name is Carly, and I will be your conference operator today. ...
Rithm Capital (RITM) - 2025 Q4 - Earnings Call Transcript
2026-02-03 14:02
Rithm Capital (NYSE:RITM) Q4 2025 Earnings call February 03, 2026 08:00 AM ET Company ParticipantsBaron Silverstein - President and COOEmma Holke - Managing Director and Deputy General CounselMichael Nierenberg - Chairman, CEO and PresidentPeter Brindley - EVP and Head of Real EstateConference Call ParticipantsBose George - Managing Director and Senior Equity Research AnalystCrispin Love - Director and Senior Research AnalystDouglas Harter - Director and Senior Equity Research AnalystGiuliano Bologna - Mana ...
PayPal(PYPL) - 2025 Q4 - Earnings Call Transcript
2026-02-03 14:02
PayPal (NasdaqGS:PYPL) Q4 2025 Earnings call February 03, 2026 08:00 AM ET Company ParticipantsJamie Miller - Executive VP and CFOSteve Winoker - Chief Investor Relations OfficerConference Call ParticipantsDan Dolev - Senior Analyst of FinTech Equity ResearchJason Kupferberg - Senior Equity Research AnalystOperatorGood morning, and welcome to PayPal's fourth quarter and full year 2025 earnings conference call. My name is Sarah, and I will be your conference operator today. As a reminder, this conference is ...
NXP(NXPI) - 2025 Q4 - Earnings Call Transcript
2026-02-03 14:02
NXP Semiconductors (NasdaqGS:NXPI) Q4 2025 Earnings call February 03, 2026 08:00 AM ET Company ParticipantsBill Betz - CFOChris Caso - Managing DirectorJeff Palmer - VP of Investor RelationsJoe Quatrochi - Executive DirectorJoshua Buchalter - Managing DirectorMatthew Prisco - DirectorRafael Sotomayor - President and CEORoss Seymore - Managing DirectorTom O'Malley - Equity Research DirectorVijay Rakesh - Managing DirectorVivek Arya - Managing DirectorConference Call ParticipantsGary Mobley - Managing Directo ...
Rithm Capital (RITM) - 2025 Q4 - Earnings Call Transcript
2026-02-03 14:00
Rithm Capital (NYSE:RITM) Q4 2025 Earnings call February 03, 2026 08:00 AM ET Speaker1Please also note today's event is being recorded. At this time, I'd like to turn the floor over to Emma Holke, Deputy General Counsel. Ma'am, please go ahead.Speaker10Thank you, and good morning, everyone. I would like to thank you for joining us today for Rithm Capital's fourth quarter and full year 2025 earnings call. Joining me today are Michael Nierenberg, Chairman, CEO, and President of Rithm Capital, Nick Santoro, Ch ...
PayPal(PYPL) - 2025 Q4 - Earnings Call Transcript
2026-02-03 14:00
PayPal (NasdaqGS:PYPL) Q4 2025 Earnings call February 03, 2026 08:00 AM ET Speaker1Good morning, and welcome to PayPal's fourth quarter and full year 2025 earnings conference call. My name is Sarah, and I will be your conference operator today. As a reminder, this conference is being recorded. I would now like to turn the program over to your host for today's conference, Steve Winoker, PayPal's Chief Investor Relations Officer. Please go ahead.Speaker2Thanks, Sarah. Welcome to PayPal's fourth quarter and fu ...
Gartner(IT) - 2025 Q4 - Earnings Call Transcript
2026-02-03 14:00
Gartner (NYSE:IT) Q4 2025 Earnings call February 03, 2026 08:00 AM ET Speaker3Good morning, everyone. Welcome to Gartner's fourth quarter 2025 earnings call. I'm David Cohen, SVP of Investor Relations. At this time, all participants are in a listen-only mode. After comments by Gene Hall, Gartner's Chairman and Chief Executive Officer, and Craig Safian, Gartner's Chief Financial Officer, there will be a question-and-answer session. We ask that you limit yourself to one question in order to give all our analy ...
Atkore (ATKR) - 2026 Q1 - Earnings Call Transcript
2026-02-03 14:00
Atkore (NYSE:ATKR) Q1 2026 Earnings call February 03, 2026 08:00 AM ET Speaker9Good morning. My name is Carly, and I will be your conference operator today. At this time, I would like to welcome everyone to Atkore's first quarter fiscal year 2026 earnings conference call. All lines have been placed in a listen-only mode. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, followed by the number 1 on your telephone ...
NXP(NXPI) - 2025 Q4 - Earnings Call Transcript
2026-02-03 14:00
NXP Semiconductors (NasdaqGS:NXPI) Q4 2025 Earnings call February 03, 2026 08:00 AM ET Speaker2Ladies and gentlemen, thank you for standing by. Welcome to NXP fourth quarter 2025 earnings conference 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 would need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To wit ...
CHT(CHT) - 2025 Q4 - Earnings Call Transcript
2026-02-03 09:02
Financial Performance and Key Metrics - Chunghwa Telecom reported a full year revenue of TWD 236.11 billion for 2025, marking a 2.7% increase compared to 2024, driven by strong mobile device sales and robust performance in the ICT sector [19][20] - The company's EPS for 2025 reached TWD 4.99, up from TWD 4.8 in the previous year, representing an eight-year high [3][21] - Fourth quarter revenue was TWD 65.65 billion, a 0.5% year-over-year increase, making it the highest fourth quarter revenue in nearly a decade [17][18] Business Segment Performance - Mobile revenue market share increased to 41%, with a subscriber market share of 39.7%, driven by growth in postpaid subscribers [7] - Fixed broadband ARPU reached NT$819 per month, a 3.8% increase year-over-year, supported by high-speed upgrade promotions [8] - ICT revenue declined by 6% year-over-year in the fourth quarter, but full year ICT revenues still recorded robust growth [10][11] Market Performance - The 5G subscriber market share increased to 39.2%, with a penetration rate of 46.4% among smartphone users by the end of 2025 [7] - Revenue from South Asia and Southeast Asia markets increased by 12% year-over-year, while international subsidiaries' revenue decreased by 7% due to lower demand for voice services [14] Company Strategy and Industry Competition - Chunghwa Telecom plans to focus on extending pre-6G opportunities in AIoT, satellite, and big data services, expecting combined revenue to surpass TWD 10 billion in 2026 [5] - The company aims to enhance its satellite services and has secured contracts for government projects, indicating a strategic move towards expanding its service offerings [13] Management Comments on Operating Environment and Future Outlook - Management expressed confidence entering 2026, citing a stable mobile market and successful strategies for ARPU enhancement in fixed broadband [4] - The company anticipates a 2% revenue growth for 2026, driven by core business momentum and digital transformation opportunities in the ICT sector [25] Other Important Information - Chunghwa Telecom received multiple awards for its ESG accomplishments and was recognized as one of the World's Most Trustworthy Companies in 2025 [6] - The company secured a 20-year corporate power purchase agreement for renewable energy, supporting its commitment to achieving net zero by 2045 [6] Q&A Session Summary Question: Details on the increase in non-mobile CapEx for 2026 - Management explained that the increase is primarily due to fixed line maintenance, satellite, cables, and IDC investments [31][34] Question: Clarification on the increase in operating costs - The increase is attributed to investments in human resources, particularly for AI-related talents, and uncertainties regarding electricity costs in Taiwan [32] Question: Request for more detailed breakdown of non-mobile CapEx - Management acknowledged the request for greater detail in future disclosures regarding non-mobile CapEx allocations [36]