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investmentPlanet Labs PBC 2026 Q4 - Results - Earnings Call Presentation
SA Transcripts159.05K FollowersFollow5ShareSaveCommentsThe following slide deck was published by Planet Labs PBC in conjunction with their 2026 Q4 earnings call. This article was written bySA Transcripts159.05K FollowersFollowSeeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team
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investmentCharles Schwab Series J Preferreds: Discount Looks Better Than Value
Bashar Issa7.15K FollowersFollow5ShareSavePlay(9min)CommentsSummaryCharles Schwab Series J Preferreds have declined significantly from their issue price due to rising interest rates.SCHW.PR.J's perpetual structure exposes holders to ongoing interest rate risk, as there is no set maturity date.Redemption is unlikely when the securities become callable in June 2026, given the $25/share redemption price versus the current $18.27 price.Management is incentivized to call preferreds only if refinancing is accretive to EPS, making near-term redemption improbable. jetcityimage/iStock Editorial via Getty Images Investment Thesis I rate Charles Schwab's (SCHW) Series J Preferred Shares (SCHW.PR.J) a "Hold." Although SCHW.PR.J (Series J Preferreds thereafter) trades at a steep discount to the redemption price; this discount is not thesis-changing. When factoring in Series J's modest $1.11 annual coupon (distributed quarterly), itThis article was written byBashar Issa7.15K FollowersFollowBashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance from the Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of
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researchMicron: Entering The Danger Zone (Rating Downgrade)
Tech Stock ProsInvesting Group LeaderFollow5ShareSavePlay(13min)CommentsSummaryMicron Technology, Inc., reported Q2 FY26 after the bell on Wednesday, confirming two realities: the memory shortage persists, and it too has a shelf life because memory is cyclical.Micron's H2 FY26 upside was driven by price hikes in non-AI memory, not AI demand.Competition in HBM is intensifying as Samsung enters Nvidia's supply chain, increasing the risk to MU's high expectations.We recommend investors trim MU stock into strength as we think the risks are starting to outweigh the potential rewards.This idea was discussed in more depth with members of my private investing community, Tech Contrarians. Learn More » Kajdi Szabolcs/iStock via Getty Images Our thesis on Micron Technology, Inc. (MU), has been that risk-reward remains favorable in H1 '26, but come H2, it is time to be more cautious, and this fiscal Q2 print confirmedThis article was written byTech Stock Pros12.34K FollowersFollowTech Stock Pros is a team of three former technology sector engineers with a long history of investing in the tech sector. They run Tech Contrarians, an investing group providing institutional-level company research to individual investors. Utilizing a live portfolio with quarterly updates, bi-weekly newsletters, and answering questions daily via chat, Tech Stock Pros aims to demystify investing in the technology sector. Learn more.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a
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researchNeo Performance Materials Inc. (NEO:CA) Q4 2025 Earnings Call Transcript
SA Transcripts159.05K FollowersFollow5ShareSaveCommentssvg]:max-h-full [&>svg]:shrink-0 [&>svg]:grow [&>svg]:fill-current">Play Earnings Callsvg]:max-h-full [&>svg]:shrink-0 [&>svg]:grow [&>svg]:fill-current">Play Earnings Call Neo Performance Materials Inc. (NEO:CA) Q4 2025 Earnings Call March 19, 2026 10:00 AM EDT Company Participants Karen Murray - Senior VP & General CounselRahim Suleman - CEO, President & DirectorJonathan Baksh - Executive VP & CFO Conference Call Participants Daniel Harriman - Sidoti & Company, LLCNicholas Boychuk - ATB Cormark Capital Markets Inc., Research DivisionIan Gillies - Stifel Nicolaus Canada Inc., Research DivisionMax Yerrill - BMO Capital Markets Equity ResearchMarvin Wolff - Paradigm Capital Inc., Research Division Presentation Operator Good morning, and welcome to the Neo Performance Materials Fourth Quarter 2025 Earnings Conference Call. For opening remarks and introductions, let me turn the call over to Karen Murray, General Counsel for Neo. Karen, please proceed. Karen MurraySenior VP & General Counsel Thank you, operator, and good day, everyone. Today's call is being recorded. A replay will be available starting tomorrow in the Investor Center on our website at neomaterials.com. Our call will be accompanied by a live webcast presentation. And if you are joining us online, the slides will advance automatically as we progress through the discussion. You can also download a copy of the presentation from our website to follow along or for reference afterwards. On today's call are Rahim Suleman, Neo's President and Chief Executive Officer; and Jonathan Baksh, Neo's Executive Vice President and Chief Financial Officer. Please note that some of the information you will hear during today's call and discussion will consist of forward-looking statements within the meaning of applicable securities law, including statements regarding revenue, EBITDA, adjusted EBITDA, product volumes, product pr
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researchAtalaya Mining Copper, S.A. (ATLMF) Q4 2025 Earnings Call Transcript
SA Transcripts159.05K FollowersFollow5ShareSaveCommentssvg]:max-h-full [&>svg]:shrink-0 [&>svg]:grow [&>svg]:fill-current">Play Earnings Callsvg]:max-h-full [&>svg]:shrink-0 [&>svg]:grow [&>svg]:fill-current">Play Earnings Call Atalaya Mining Copper, S.A. (ATLMF) Q4 2025 Earnings Call March 19, 2026 5:00 AM EDT Company Participants Alberto Lavandeira Adan - CEO, MD & DirectorCesar Sanchez - Chief Financial Officer Conference Call Participants Laura Chan - RBC Capital Markets, Research DivisionDavid Radclyffe - Global Mining Research Pty LimitedAlexander Pearce - BMO Capital Markets Equity ResearchRichard Hatch - Joh. Berenberg, Gossler & Co. KG, Research Division Presentation Operator Good day, ladies and gentlemen, and welcome to the Atalaya Mining 2025 Annual Results. [Operator Instructions] I would like to remind all participants that this call is being recorded. I will now hand over to the CEO of Atalaya Mining, Alberto Lavandeira, to open the presentation. Please go ahead. Alberto Lavandeira AdanCEO, MD & Director Hello, Ronnie. Hello, everyone. Good morning. We are pleased to report our financial results for '25, which was a good year overall. I have with me Cesar Sanchez, CFO of the company, and I'm going to go direct to the presentation. During the last year, we produced 51,000 tonnes of copper, which was just in the high range of our guidance improved guidance, and that was produced at a cash cost of around $2.40 per pound and with all-in sustaining cost of $2.90, which were both better than we had guided. This resulted in a quite strong financial results, including EBITDA of EUR 180 million and a free cash flow of over EUR 100 million. We ended up the year with EUR 122 million in net cash on the balance sheet. And I should remind or should note that this does not include the money that we raised in the late January '26. As a result of this good performance, our Board has proposed a final dividend of EUR 0.065 per share,
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researchAlibaba Group Holding Limited (BABA) Q3 2026 Earnings Call Transcript
SA Transcripts159.05K FollowersFollow5ShareSaveCommentsQ3: 2026-03-19 Earnings SummaryInsightsTranscript Insightssvg]:max-h-full [&>svg]:shrink-0 [&>svg]:grow [&>svg]:fill-current">Play Callsvg]:max-h-full [&>svg]:shrink-0 [&>svg]:grow [&>svg]:fill-current">Play CallEPS of $1.03 misses by $0.56 | Revenue of $41.28B (6.94% Y/Y) misses by $708.10M Alibaba Group Holding Limited (BABA) Q3 2026 Earnings Call March 19, 2026 7:30 AM EDT Company Participants Lydia Lu - Head of Investor RelationsYongming Wu - CEO, Head of Core E-Commerce Business & DirectorToby Xu - Chief Financial Officer Conference Call Participants Robin Zhu - Bernstein Institutional Services LLC, Research DivisionJoyce Ju - BofA Securities, Research DivisionGary Yu - Morgan Stanley, Research DivisionAlicis a Yap - Citigroup Inc., Research DivisionYuan Liao - Citic Securities Co., Ltd., Research DivisionAlex Yao - JPMorgan Chase & Co, Research Division Presentation Operator Good day, ladies and gentlemen. Thank you for standing by, and welcome to Alibaba Group's December Quarter 2025 Results Conference Call. [Operator Instructions] I would now like to turn the call over to Lydia Liu, Head of Investor Relations of Alibaba Group. Please go ahead. Lydia LuHead of Investor Relations Thank you. Good day, everyone, and welcome to Alibaba Group's December Quarter 2025 Earnings Conference Call. Joining us today are Joe Tsai, Chairman; Eddie Wu, Chief Executive Officer; Toby Xu, Chief Financial Officer; Jiang Fan, Chief Executive Officer of Alibaba E-commerce Business Group. I would like to remind you that this call is also being webcast on our corporate website. A replay of the call will be available on our website later today. Now I will quickly cover the safe harbor. Today's discussions may contain forward-looking statements based on current expectations and assumptions that are subject to risks and uncertainties. Actual results may differ materially. Please refer to t
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researchDakota Gold (DC) Shares Cross Below 200 DMA
AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA Markets DC Dakota Gold (DC) Shares Cross Below 200 DMA March 19, 2026 — 05:17 pm EDT Written by BNK Invest for BNK Invest-> In trading on Thursday, shares of Dakota Gold Corp (Symbol: DC) crossed below their 200 day moving average of $4.86, changing hands as low as $4.52 per share. Dakota Gold Corp shares are currently trading down about 4.5% on the day. The chart below shows the one year performance of DC shares, versus its 200 day moving average: Looking at the chart above, DC's low point in its 52 week range is $2.401 per share, with $7.25 as the 52 week high point — that compares with a last trade of $4.74. Project your dividend income with confidence: Income Calendar tracks your income portfolio like a personal assistant. Click here to find out which 9 other metals stocks recently crossed below their 200 day moving average » Also see: Monthly Dividend Paying REITs XERS Average Annual Return Top Dividend Stocks The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Tags MarketsStocksCommodities BNK Invest BNK Invest Inc. provides investment services and information. BNK Invest owns and operates a market news family of websites including DividendChannel, ETFChannel, StockOptionsChannel, and others, which make up an investor community featuring stock message boards, ratings, research, and strategies. BNK Invest caters to investing firms and individual investors internationally. Monthly Dividend Paying REITs-> XERS Average Annual Return-> Top Dividend Stocks-> More articles by this source-> Stocks mentioned DC More Related Articles This data feed is not available at this time. Data is currently not available • Sig
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technologyEmployees had to restrain a dancing humanoid robot after it went wild at a California restaurant
When we think about the existential threats of new technology, we’re usually thinking about something like the recent negotiations between Anthropic and the Pentagon over how AI can be used in the military. It’s terrifying to think about — how long will it be before a nuclear weapon can be detonated without any human intervention? We’ve been spending so much time thinking about these potential catastrophes that we haven’t braced ourselves for the more immediate danger in our midst: dancing robots. A dancing robot at the hot pot restaurant Haidilao in Cupertino, California, boogied a little too hard, got too close to a table, and started smashing plates and sending dishware and chopsticks everywhere, prompting the restaurant’s staff to intervene, according to a video posted on the Chinese social network Xiaohongshu by user Meooow. A dancing humanoid robot got a little too funky during a performance in Cupertino, California and had to be restrained by staff after knocking items off a table. pic.twitter.com/nZQsGoFHn6— ABC News (@ABC) March 19, 2026 From what we can see from the video, at least three employees struggled to restrain the robot as it flung its arms around. One Haidilao employee seems to be looking at her phone, perhaps in an attempt to toggle something on an app controlling the robot. It’s possible the robot — which appears to be an AgiBot X2 robot, which was featured at the CES conference in January — has a kill switch, but the staff might not have known how to operate it. If you’re not familiar with hot pot, you should know that, as its name suggests, it involves very hot pots of soup. No one likes spilled food, but if the robot were to knock piping bowls of bone broth over, it wouldn’t just be a culinary disaster, it might seriously burn someone. Not to mention any potential blunt-force damage from the now-moshing automaton. When The Killers sang “Are we human or are we dancer,” we did not realize they were asking us to take a stand in the future robot
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researchEquipmentShare.com Inc. (EQPT) Q4 2025 Earnings Call Transcript
SA Transcripts159.05K FollowersFollow5ShareSaveCommentsQ4: 2026-03-18 Earnings Summarysvg]:max-h-full [&>svg]:shrink-0 [&>svg]:grow [&>svg]:fill-current">Play Callsvg]:max-h-full [&>svg]:shrink-0 [&>svg]:grow [&>svg]:fill-current">Play CallPR10-KEPS of $0.26 beats by $0.11 | Revenue of $1.57B beats by $21.99M EquipmentShare.com Inc. (EQPT) Q4 2025 Earnings Call March 19, 2026 8:30 AM EDT Company Participants Rhett ButlerJabbok Schlacks - Co-Founder, CEO & DirectorWilly SchlacksMark WopataDavid Marquardt - CFO & Chief Accounting Officer Conference Call Participants Jerry Revich - Wells Fargo Securities, LLC, Research DivisionJoseph Ritchie - Goldman Sachs Group, Inc., Research DivisionRobert Wertheimer - Melius Research LLCAaron Kimson - Citizens JMP Securities, LLC, Research DivisionJoseph Grabowski - Robert W. Baird & Co. Incorporated, Research DivisionJamie Cook - Truist Securities, Inc., Research DivisionKenneth Newman - KeyBanc Capital Markets Inc., Research DivisionAvinatan Jaroslawicz - UBS Investment Bank, Research DivisionScott Schneeberger - Oppenheimer & Co. Inc., Research Division Presentation Operator Good morning. Thank you for attending today's EquipmentShare Q4 and Full Year 2025 Financial Results Conference Call. My name is Jennifer, and I'll be your moderator today. [Operator Instructions] I would now like to pass the conference over to Rhett Butler, Vice President of Investor Relations with EquipmentShare. Rhett, please proceed. Rhett Butler Good morning, and welcome to the EquipmentShare Fourth Quarter and Full Year 2025 Financial Results Conference Call. Joining me today are Jabbok Schlacks, Co-Founder and Chief Executive Officer; Willy Schlacks, Co-Founder and President; Dave Marquardt, Chief Financial Officer and Chief Accounting Officer; and Mark Wopata, EVP of Finance and Chief Data Officer. Yesterday, we issued our earnings press release and posted an earnings presentation on our Investor Re
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investmentUnion Pacific Corporation (UNP) Presents at JPMorgan Industrials Conference 2026 - Slideshow
SA Transcripts159.05K FollowersFollow5ShareSaveCommentsThe following slide deck was published by Union Pacific Corporation in conjunction with this event. This article was written bySA Transcripts159.05K FollowersFollowSeeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team
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investmentScholastic Corporation 2026 Q3 - Results - Earnings Call Presentation
SA Transcripts159.05K FollowersFollow5ShareSaveCommentsThe following slide deck was published by Scholastic Corporation in conjunction with their 2026 Q3 earnings call. This article was written bySA Transcripts159.05K FollowersFollowSeeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team
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researchCACI International Rightly Disputes Its Industry Classification: Oddly, That's Bullish
Marc Gerstein7.91K FollowersFollow5ShareSavePlay(21min)CommentsSummaryGICS is a well-respected system for classifying companies based on sector and industry — Stay awake! This is going to be important here.CACI International is classified as ”Research and Consulting Services.” But over more than a decade, it’s been evolving. Management doesn’t like its GICS label, and I agree with them.I see CACI as an advanced version of ”Aerospace and Defense.” It embeds about 1,400 in combat commands to collaborate with the armed forces on “agile” software development.To appreciate CACI, see it as the brain, rather than the brawn, behind military force. And a big new acquisition will make CACI smarter by strengthening space operations.If Wall Street truly understands what CACI is about, I expect its valuation ratios will widen. That prospect, plus, I think, better than expected growth makes the stock a ‘Buy.’. sommersby/iStock via Getty Images William Shakespeare was wrong — or at least he didn’t always age well. In Act II, Scene II of his classic Romeo & Juliet, the Bard has Juliet say: What’s in a name? That which we call a rose by anyThis article was written byMarc Gerstein7.91K FollowersFollowAfter 43+ years working for one investment research company or another, I finally retired. So now, I’m completely independent. And for the first time on Seeking Alpha, I won’t be working based on anybody else’s product agenda. I have only one goal now… to give you the best actionable investment insights I can.I have long specialized in rules/factor-based equity investing strategies. But I’m different from others who share such backgrounds. I don’t serve the numbers. Instead, the numbers serve me… to inspire HI (Human Intelligence) generated investment stories. I definitely understand quant investing, including factors and what not (AI before it was called AI). But I don't agree with what other quants do. Rather than be obsessed with statistical studies that are no good for any time p
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