Snowflake (SNOW) Q1 2026 Earnings Call Transcript

/ / Technology /

Participants Jimmy Sexton; Head of Investor Relation; Snowflake Inc Sridhar Ramaswamy; Chief Executive Officer, Director; Snowflake Inc Michael Scarpelli; Chief Financial Officer; Snowflake Inc. Christian Kleinerman; Executive Vice President – Product Management; Snowflake Inc Sanjit Singh; Analyst; Morgan Stanley Kirk Materne; Analyst; Evercore ISI Raimo Lenschow; Analyst; Barclays Karl Keirstead; Analyst; UBS Equities Mark Murphy; Analyst; JPMorgan Kash Rangan; Analyst; Goldman Sachs Michael Richards; Analyst; RBC Capital Markets Brad Zelnick; Analyst; Deutsche Bank Bo Yin; Analyst; Jefferies Patrick Colville; Analyst; Scotiabank GBM Alex Zukin; Analyst; Wolfe Research Joel Fishbein; Analyst; Truist Securities Brad Reback; Analyst; Stifel Nicolaus and Company, Incorporated Tyler Radke; Analyst; Citi Presentation Operator Good afternoon and thank you for attending the Snowflake Inc. Q1 fiscal year ’26 earnings call. My name is Matt, and I’ll be the moderator for today’s call. (Operator Instructions) I’d now like to pass the conference over to our host, Jimmy Sexton, Head […]

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Walmart, Inc. (WMT) Q1 2026 Earnings Call transcript

/ / Consumer Discretionary /

May 15, 2025 Walmart, Inc. (WMT) Q1 2026 Earnings Call CORPORATE PARTICIPANTS Stephanie Schiller Wissink – Senior Vice President & Head-Investor Relations, Walmart, Inc. C. Douglas McMillon – President, Chief Executive Officer & Director, Walmart, Inc. John David Rainey – Chief Financial Officer & Executive Vice President, Walmart, Inc. John R. Furner – President & Chief Executive Officer-Walmart US, Walmart, Inc. Chris Nicholas – President & Chief Executive Officer-Sam’s Club, Walmart, Inc. OTHER PARTICIPANTS (Analysts) Paul Lejuez – Citigroup Global Markets, Inc. Simeon Ari Gutman – Morgan Stanley & Co. LLC Christopher Horvers – JPMorgan Securities LLC Peter Sloan Benedict – Robert W. Baird & Co., Inc. Bradley Thomas – KeyBanc Capital Markets, Inc. Michael Lasser – UBS Securities LLC Edward Kelly – Wells Fargo Securities LLC Kate McShane – Goldman Sachs & Co. LLC Scot Ciccarelli – Truist Securities, Inc. Robert F. Ohmes – BofA Securities, Inc. Rupesh Parikh – Oppenheimer & Co., Inc. David Bellinger

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Applied Materials (AMAT) Q2 2025 Earnings Call Transcript

/ / Technology /

Conference Operator: Welcome to the Applied Materials Second Quarter Fiscal twenty twenty five Earnings Conference Call. During the prepared remarks, all participants will be in a listen only mode. Afterwards, there will be a question and answer session. I would now like to turn the call over to Liz Morale, Vice President of Investor Relations. Liz, you may begin. Liz Morale, Vice President of Investor Relations, Applied Materials: Thank you. Good afternoon, and thank you for joining us for today’s call. With me today are Gary Dickerson, President and CEO, and Bryce Hill, CFO. Before we continue, let me remind you that today’s discussion contains forward looking statements within the meaning of the federal securities laws, including predictions, estimates, projections, or other statements about future events. Actual results may differ materially from those mentioned in these forward looking statements as a result of risks and uncertainties. Information concerning these risks

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Cisco Systems, Inc. (CSCO) Q3 2025 Earnings Call Transcript

/ / Telecommunications /

Conference Operator: Welcome to Cisco’s Third Quarter Fiscal Year twenty twenty five Financial Results Conference Call. At the request of Cisco, today’s conference is being recorded. If you have any objections, you may disconnect. Now I would like to introduce Sami Badri, Head of Investor Relations. Sir, you may begin. Sami Badri, Head of Investor Relations, Cisco: Good afternoon, everyone. This is Sami Badri, Cisco’s Head of Investor Relations, joined by Chuck Robbins, our Chair and CEO Scott Herron, our CFO and Mark Patterson, our Chief Strategy Officer. Cisco’s earnings press release and supplemental information, including GAAP to non GAAP reconciliations, are available on our Investor Relations website. Following this call, we will also make the recorded webcast and slides available on the website. Throughout today’s call, we’ll be referencing both GAAP and non GAAP financial results. We will discuss product results in terms of revenue and geographic customer results

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Can UnitedHealth’s New Boss Succeed Where Other ‘Boomerang’ CEOs Failed?

/ / Health Care /

UnitedHealth’s Stephen Hemsley joins a long tradition of former chief executives returning to lead their companies through a crisis. The record of other “boomerang” CEOs suggests he faces a tricky challenge. UnitedHealth tapped its 72-year-old chairman and former CEO to help the health-insurance giant recover from a series of business challenges, including federal investigations and the fallout from the shooting death of a top executive. Hemsley, who led UnitedHealth for more than a decade until 2017, follows other executives in making a repeat run, including Disney’s Bob Iger, Starbucks’s Howard Schultz and UBS’s Sergio Ermotti. Corporate boards bring back former CEOs in difficult times for good reason: They often understand the company inside and out and can capitalize on lingering goodwill and relationships throughout the organization. Many companies believe relying on a tried-and-true leader is a faster path to a turnaround than hiring someone who might need months to get

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Alphabet’s Value Could Skyrocket To $3.7 Trillion With Google’s ‘Big Bang Breakup’ Over ‘Isolated Spin-Offs,’ Says Analyst

/ / Technology /

DA Davidson analyst Gil Luria has proposed that Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) should contemplate splitting up Google’s various businesses to enhance its overall value. This recommendation comes amid Google’s struggle to retain its supremacy in the search engine market due to the rise of AI chatbots. What Happened: Luria, in an interview with Yahoo Finance, has expressed that Google’s resistance to a breakup is contributing to its unusually low earnings multiple for a growth company. The U.S. Department of Justice has previously called on Google to divest its Chrome browser and advertising network and potentially its mobile Android division as well. Luria’s clients, a broad spectrum of institutional investors, are pushing for a “big bang breakup” rather than “isolated spinoffs”. Luria suggests that Google should divide its businesses into individually traded entities. According to Luria’s analysis, Google’s individual businesses would be valued much higher as separate entities. While Google’s market capitalization is currently less than

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Palantir’s Gravity-Defying Rally Faces Reckoning As Valuation Reaches Danger Zone

/ / Technology /

Palantir Technologies Inc. (NYSE:PLTR) has emerged as the brightest star of the S&P 500 over the past year, but its meteoric rise — up 440% in twelve months and 53% year-to-date through May 9 — is now confronting a valuation wall that even the hardest bulls are struggling to justify. Is Palantir Trading At Bubble-Like Valuations: How High Is Too High? With shares closing at $115 on Friday and peaking at a record $125 this week, Palantir is now trading at 500 times trailing twelve-month earnings, an outlier among all companies in the S&P 500 and Nasdaq 100. That’s nearly triple the valuation of most AI-linked stocks and more than 14 times higher than tech heavyweights like Nvidia Corp. (NASDAQ:NVDA) and Microsoft Corp. (NYSE:MSFT), which trade at price-to-earnings ratios of 37x and 32x, respectively. While many would argue that Palantir is a bet on the future rather than the past, even when factoring in

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Walt Disney (DIS) Q2 2025 Earnings Call Transcript

/ / Consumer Discretionary /

Walt Disney (DIS) Q2 2025 Earnings Conference Call Thu 8 May 2025 Participants Carlos Gomez; Executive Vice President, Corporate Finance & Treasurer; Walt Disney Co Robert Iger; Chief Executive Officer, Director; Walt Disney Co Hugh Johnston; Chief Financial Officer, Senior Executive Vice President; Walt Disney Co Ben Swinburne; Analyst; Morgan Stanley Steven Cahall; Analyst; Wells Fargo Robert Fishman; Analyst; MoffettNathanson LLC Jessica Reif Ehrlich; Analyst; Bank of America David Karnovsky; Analyst; JPMorgan Michael Morris; Analyst; Guggenheim Securities Michael Ng; Analyst; Goldman Sachs Kannan Venkateshwar; Analyst; Barclays Peter Supino; Analyst; Wolfe Research Presentation Operator Good day, and welcome to The Walt Disney Company’s second quarter 2025 financial results conference call. (Operator Instructions) Please note, today’s event is being recorded. I would now like to turn the conference over to Carlos Gomez, Executive Vice President, Treasurer, and Head of Investor Relations. Please go ahead, sir. Carlos Gomez Good morning. It’s my pleasure

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Arm Holdings plc (ARM) Q4 2025 Earnings Call Transcript

/ / Technology /

Arm Holdings plc (NASDAQ:ARM) Q4 2025 Earnings Conference Call May 7, 2025 5:00 PM ET Company Participants Ian Thornton – VP, IR Rene Haas – CEO Jason Child – CFO Conference Call Participants Mark Lipacis – Evercore Andrew Gardiner – Citi Ross Seymore – Deutsche Bank Joe Quatrochi – Wells Fargo Srini Pajjuri – Raymond James Sebastien Naji – William Blair Timm Schulze-Melander – Redburn Atlantic Vivek Arya – Bank of America Vijay Rakesh – Mizuho Lee Simpson – Morgan Stanley Operator Good day, and thank you for standing by. Welcome to the Arm Fourth Quarter and Fiscal Year ended 2025 Webcast and Conference Call. At this time, all participants are in a listen-only mode. After the speakers’ presentation, there’ll be a question-and-answer session. [Operator Instructions] Please be advised that today’s conference is being recorded. I would now like to hand the conference over to your first speaker today, Ian

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Uber Technologies (UBER) Q1 2025 Earnings Call Transcript

/ / Consumer Discretionary /

Uber Technologies Inc. (NYSE:UBER) Q1 2025 Earnings Conference Call May 7, 2025 8:00 AM ET Company Participants Dara Khosrowshahi – Chief Executive Officer Prashanth Mahendra-Rajah – Chief Financial Officer Balaji Krishnamurthy – Vice President, Strategic Finance and Investor Relations Conference Call Participants Doug Anmuth – JP Morgan Eric Sheridan – Goldman Sachs Brian Nowak – Morgan Stanley Ross Sandler – Barclays Mark Mahaney – Evercore Justin Post – Bank of America Ken Gawrelski – Wells Fargo Shweta Khajuria – Wolfe Research Michael Morton – SVB MoffettNathanson Nikhil Devnani – Bernstein Operator Hello and welcome to the Uber first quarter 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speakers’ remarks, there will be a question and answer session. If you would like to ask a question during this time, press star, one on your telephone keypad. I would now like to

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Netflix Stock Has Been a ‘Tariff Safe Haven.’ That’s About to Change.

/ / Consumer Discretionary /

Netflix stock has been a solid outperformer this year, but concerns about film tariffs have given investors pause. President Donald Trump announced Sunday that he was authorizing the Department of Commerce and U.S. Trade Representative to begin the process of instituting a 100% tariff on movies coming into the country “that are produced in Foreign Lands.” Citi analyst Jason Bazinet wrote in a research note on Tuesday that Netflix “has been viewed by investors as a ‘safe haven’ with respect to tariffs.” That safe haven is at risk now following Trump’s announcement, and Bazinet wrote the worst case scenario for Netflix would be if the 100% tariff on content produced outside of the U.S. was implemented. “We estimate 50% of content produced by Netflix is created outside the US,” Bazinet wrote. “With a 100% tariff, we estimate this could reduce EPS by around $6 per share.” Bazinet, who rates Netflix

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CFRA Maintains Hold Opinion On Cat Shares

/ / Industrials /

Following CAT’s Q1 earnings release, we trim back our growth assumptions for 2025 and now assume sales of ~$62 billion vs. our previous estimate of $64 billion. We see margins following revenues lower, and now project operating margins slipping to 18% vs. being roughly flat for the full-year. Our 12-month target price has been adjusted to $350 from $390, valuing shares at 17.1x our 2025 EPS outlook, which is in line with CAT’s long-term historical multiple average. End market deceleration has been broad-based, with macro headwinds swiftly contributing to a pullback in customer spending on large machinery and equipment. Given the cyclical nature of CAT’s operations, we see challenges persisting under trade disputes. However, looking beyond a likely challenged 2025, we believe that stabilization and modest recovery from a lower base in 2026 is achievable. Despite the dampened demand environment, shares are trading 20% below their peak hit in early

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