Earnings call transcripts

Earnings call transcripts with speakers and Q&A, usually within hours. Each one comes with a summary, the guidance management gave, and what analysts pressed on, free to read.

3,382 transcripts · 1,616 companiesHow to read a callBy API: the earnings call transcripts API.

Older calls

Page 272 of 282 · 3,382 calls

  • Bancorp (TBBK) Q1 2023 earnings call

    Management framed the quarter as proof of a rate-ready, low-risk platform, with momentum supporting higher 2023 per-share guidance and potential additional upside.

    Apr 28, 2023Confident0.78
  • Altria (MO) Q1 2023 earnings call

    Management framed the quarter as on-plan despite consumer strain, emphasizing targeted brand support, smoke-free growth and regulatory enforcement over broad strategic change.

    Apr 27, 2023Mildly positive0.24
  • PulteGroup (PHM) Q1 2023 earnings call

    Management framed the recovery as improving but uneven, emphasizing disciplined starts and asset turns while allowing selective price increases as demand strengthened.

    Apr 25, 2023Confident0.72
  • Babcock & Wilcox Enterprises (BW) Q4 2022 earnings call

    Management framed 2023 growth as achievable under persistently difficult supply conditions, while positioning renewable and environmental work as the source of pipeline expansion.

    Mar 15, 2023Positive0.55
  • Enbridge (ENB) Q4 2022 earnings call

    Management framed the year as resilient execution across four franchises, while positioning LNG, Gulf Coast growth and lower-carbon investment as complementary priorities.

    Feb 10, 2023Positive0.68
  • Altria (MO) Q4 2022 earnings call

    Management framed 2023 around balancing shareholder returns with smoke-free investment, while stressing that macroeconomic uncertainty—not a strategic shift—tempered its outlook.

    Feb 01, 2023Mildly positive0.35
  • PulteGroup (PHM) Q4 2022 earnings call

    Management framed 2023 as a disciplined, adjustable operating year, prioritizing inventory turns and returns while withholding full-year guidance amid uncertain demand.

    Jan 31, 2023Mildly positive0.20
  • Lufax Holding (LU) Q3 2022 earnings call

    Management framed the quarter as a prolonged reset: prioritize resilient small-business borrowers and accept lower volumes while legacy credit costs unwind.

    Nov 24, 2022Negative-0.65
  • SES AI (SES) Q3 2022 earnings call

    About 1,000 large-format cells have been produced in Shanghai since January, but lines remain deliberately slowed to address quality and manufacturing issues.

    Nov 09, 2022Mildly positive0.25
  • Babcock & Wilcox Enterprises (BW) Q3 2022 earnings call

    Management framed the quarter as supply-chain-driven revenue timing rather than project execution failure, while stressing backlog growth and confidence in 2023 recovery.

    Nov 08, 2022Mildly positive0.25
  • Enbridge (ENB) Q3 2022 earnings call

    Management framed ENBRIDGE as resilient through volatility, with growth from gas exports, selective renewables expansion and disciplined capital allocation.

    Nov 04, 2022Positive0.65
  • Customers Bancorp (CUBI) Q3 2022 earnings call

    Management framed the quarter around disciplined balance-sheet optimization, moderating growth, and building capital while positioning for margin expansion in 2023.

    Oct 27, 2022Confident0.72

Companies covered

1,616 companies

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