Lutnick said last year that he cut ties with Epstein, his former neighbor, in 2005. But the Epstein files indicate that the two kept in contact, including for a 2012 lunch on Epstein's private island. (Image credit: J. Scott Applewhite)
Lutnick said last year that he cut ties with Epstein, his former neighbor, in 2005. But the Epstein files indicate that the two kept in contact, including for a 2012 lunch on Epstein's private island. (Image credit: J. Scott Applewhite)
Earnings Call Insights: Aeva Technologies (AEVA) Q1 2026 Management view "Q1 was a strong quarter at Aeva, where we achieved another new quarterly revenue record as we continued executing on our growing commercial momentum." (Co-Founder, CEO & Director Soroush Dardashti) "With Daimler Truck, we began deliveries of our production-intent Atlas product, which highlights the maturity of Aeva's technol...
Earnings Call Insights: Aeva Technologies (AEVA) Q1 2026 Management view "Q1 was a strong quarter at Aeva, where we achieved another new quarterly revenue record as we continued executing on our growing commercial momentum." (Co-Founder, CEO & Director Soroush Dardashti) "With Daimler Truck, we began deliveries of our production-intent Atlas product, which highlights the maturity of Aeva's technology and is a critical step for the OEM's work towards series production." (CEO Dardashti) "The start of Atlas C-sample deliveries to Daimler Truck this past quarter marks a major step forward on the OEM's path to commercialization." (CEO Dardashti) "In passenger vehicles, we successfully integrated first Atlas Ultra sensors in the top European OEM's development vehicles and are jointly working on the AV stack development with this passenger OEM." (CEO Dardashti) "Separately, we have kicked off our collaboration with NVIDIA following their selection of Aeva as the reference sensor for the DRIVE Hyperion platform." (CEO Dardashti) "Aeva is the reference LiDAR sensor globally outside of China." (CEO Dardashti) "In smart infrastructure, we recently unveiled Aeva CityOS, our AI-powered platform for real-time intelligent traffic management." (CEO Dardashti) "We have already secured our first large-scale deployment in Georgia with an expansion to 30 additional intersections in the Greater Atlanta area." (CEO Dardashti) "Our multiyear collaboration with Nikon is entering its next phase of commercial deployment with Nikon recently launching its next-generation robotic inspection laser radar system called APDIS MV5, which is powered by our Eve high-precision technology." (CEO Dardashti) "This includes achieving a new record revenue quarter of $6.3 million in Q1, which represents an increase of around 90% year-over-year." (Chief Financial Officer Saurabh Sinha) "Our total available liquidity at the end of Q1 was $224.5 million." (CFO Sinha) Outlook "We are on track to scale deliveries...
Earnings Call Insights: IBEX Limited (IBEX) Q3 FY 2026 Management View “We delivered record revenue growth of 17% to $164.4 million, while adjusted EPS grew by 11% to $0.91.” (CEO & Director Robert Dechant) “We also had 100% client retention for the quarter and revenue retention for the year of 99.9%.” (CEO & Director Dechant) “We continue to win big in our health tech vertical, where growth was n...
Earnings Call Insights: IBEX Limited (IBEX) Q3 FY 2026 Management View “We delivered record revenue growth of 17% to $164.4 million, while adjusted EPS grew by 11% to $0.91.” (CEO & Director Robert Dechant) “We also had 100% client retention for the quarter and revenue retention for the year of 99.9%.” (CEO & Director Dechant) “We continue to win big in our health tech vertical, where growth was nearly 54%... and now will far exceed a $100 million business by the end of this fiscal year.” (CEO & Director Dechant) “This is before we factor in our landmark strategic partnership with Sierra ai that we formally announced earlier this week.” (CEO & Director Dechant) “We believe we can stand up these solutions in weeks, not months or years.” (CEO & Director Dechant) “Our third quarter results are once again among the strongest in our history with record revenue, adjusted EBITDA, EPS and adjusted EPS.” (Chief Financial Officer Taylor Greenwald) Outlook “We are again raising our revenue and adjusted EBITDA guidance for the year.” (Chief Financial Officer Greenwald) “Revenue is now expected to be in the range of $638 million to $642 million, up from $620 million to $630 million.” (CFO Greenwald) “Adjusted EBITDA is now expected to be in the range of $82 million to $84 million, up from $80 million to $82 million.” (CFO Greenwald) “Capital expenditures are now expected to be in the range of $25 million to $30 million, up from our previous range of $20 million to $25 million as a result of ongoing investment to meet increased demand in higher-margin regions.” (CFO Greenwald) Financial Results “Third quarter revenue was $164.4 million, an increase of 16.8% from $140.7 million in the prior year quarter.” (Chief Financial Officer Taylor Greenwald) “Third quarter net income increased to $13.3 million compared to $10.5 million in the prior year quarter.” (CFO Greenwald) “The increase was primarily driven by the continued revenue growth and operating leverage gained from SG&A expense...
Earnings Call Insights: Warner Bros. Discovery (WBD) Q1 2026 Management View "We're excited to share the results of another strong quarter for Warner Bros. Discovery, marked by excellent progress in delivering on each pillar of our strategy and propelling our ongoing transformation." (President, CEO & Director David Zaslav) "We successfully launched HBO Max in the U.K., Germany, Italy and Ireland....
Earnings Call Insights: Warner Bros. Discovery (WBD) Q1 2026 Management View "We're excited to share the results of another strong quarter for Warner Bros. Discovery, marked by excellent progress in delivering on each pillar of our strategy and propelling our ongoing transformation." (President, CEO & Director David Zaslav) "We successfully launched HBO Max in the U.K., Germany, Italy and Ireland." (President, CEO & Director Zaslav) "Thanks to these successful launches, we've now meaningfully exceeded our guidance of over 140 million total subscribers by the end of Q1." (President, CEO & Director Zaslav) "No event was more significant in Q1 than our reaching an agreement for Paramount Skydance to acquire WBD at a cash price of $31 per share." (President, CEO & Director Zaslav) "We have long stopped viewing our linear networks as linear networks." (Senior EVP & CFO Gunnar Wiedenfels) Outlook "We have strong and accelerating momentum and expect to finish the year with more than 150 million subscribers globally." (President, CEO & Director David Zaslav) "We are seeing healthy acceleration in subscriber-related revenue growth, which we expect will pick up real pace in Q2 and through the rest of the year." (President, CEO & Director Zaslav) "We are well positioned to achieve our goal of at least $3 billion in annual WB Studios adjusted EBITDA." (President, CEO & Director Zaslav) Compared with the prior quarter’s call emphasis on a planned separation and other strategic processes, management said this quarter that "our shareholders clearly agreed" on the pending outcome, adding "2 weeks ago, they voted to approve the sale to Paramount Skydance." (President, CEO & Director Zaslav) Financial Results Management did not state quarterly revenue or EPS in the provided remarks/Q&A, so no comparison to analyst estimates is included. "We were losing $2 billion. We're now -- we made $1.4 billion last year." (President and CEO of Global Streaming & Games Jean-Briac Perrette) "We flo...
Denis Shevchuk/iStock via Getty Images Comstock Resources ( CRK ) had significant cash burn in Q1 2026 despite strong benchmark natural gas prices. Reduced production (due to winter storms), wider regional differentials and large hedging losses contributed to Comstock's adjusted EBITDAX declining from $293 million in Q1 2025 to $251 million in Q1 2026. Comstock's capex has also increased as it con...
Denis Shevchuk/iStock via Getty Images Comstock Resources ( CRK ) had significant cash burn in Q1 2026 despite strong benchmark natural gas prices. Reduced production (due to winter storms), wider regional differentials and large hedging losses contributed to Comstock's adjusted EBITDAX declining from $293 million in Q1 2025 to $251 million in Q1 2026. Comstock's capex has also increased as it continues to prove out its Western Haynesville position while also trying to rebuild its production levels going forward. This resulted in a $223 million free cash flow deficit in Q1 2026, including the impact of $55 million in midstream capex. Comstock's progress in reducing Western Haynesville D&C costs has also slowed in recent quarters, although it does anticipate improvements going forward. I am trimming my estimate of Comstock's value from $14.50 per share to $14.00 per share to reflect higher cash burn projections as well as production that has consistently underperformed a bit compared to its guidance midpoint. With Comstock's share price down to around $15 now though, that is close enough for me to move to a neutral outlook on it. Q1 2026 Results Comstock's Q1 2026 results were somewhat disappointing. It reported production averaging 1,088 MMCFE per day. This was within its guidance range for 1,075 to 1,150 MMCFE per day, but also a couple percent below guidance midpoint. This continues Comstock's trend of delivering production a bit below guidance midpoint. Comstock's Q1 2026 production was down 15% compared to Q1 2025, although that was largely due to the winter storms (the effect of which was already incorporated into its Q1 2026 guidance). Comstock expects production to increase around 8% to 17% quarter-over-quarter for Q2 2026. Winter Storm Fern did push natural gas prices up significantly during the quarter and Comstock realized $4.27 for its natural gas (before hedges) in Q1 2026, up from $3.58 in Q1 2025. However, Comstock suffered $80 million in realized hedg...
Microchip Technology (NasdaqGS:MCHP) has introduced its MD-990-0011-B timing modules for data centers and 5G vRAN servers. The plug in modules are developed in collaboration with Intel and are designed to provide high precision synchronization. The new timing solution targets distributed AI, real time applications, and next generation telecom infrastructure that depend on low latency performance. ...
Microchip Technology (NasdaqGS:MCHP) has introduced its MD-990-0011-B timing modules for data centers and 5G vRAN servers. The plug in modules are developed in collaboration with Intel and are designed to provide high precision synchronization. The new timing solution targets distributed AI, real time applications, and next generation telecom infrastructure that depend on low latency performance. For Microchip Technology, a long time supplier of microcontrollers and embedded solutions, this...