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DARK SECRETS: 39 | Vintage Vibes

Virgin Galactic Q1 Earnings Call Highlights

Virgin Galactic (NYSE:SPCE) said it remains on schedule to begin flight testing its first new Delta-class spaceship in the third quarter of 2026 and conduct rocket-powered spaceflight in the fourth quarter, as the company works through the final stages of its pre-revenue development phase. On the c

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South Bow Q1 Earnings Call Highlights

South Bow (NYSE:SOBO) reported first-quarter 2026 results that management said were supported by stable cash flows, strong system operations and continued progress on key capital and integrity initiatives, while the company held its full-year financial outlook unchanged. President and Chief Executi

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Charter Communications CEO Says ARPU Selloff Misses Bigger Broadband Strategy

Charter Communications (NASDAQ:CHTR) Chief Executive Officer Chris Winfrey said the company remains focused on long-term customer value and free cash flow generation after a sharp market reaction to its first-quarter results and commentary around broadband average revenue per user. Speaking at an i

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Sony Q4 Earnings Call Highlights

Sony (NYSE:SONY) reported record annual sales and operating profit for fiscal 2025 while outlining a corporate strategy centered on entertainment, intellectual property, creation technology and artificial intelligence. Hiroki Totoki, Sony Group Corporation’s president and CEO, said the company had

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Similarweb Q1 Earnings Call Highlights

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Sonida Senior Living Q1 Earnings Call Highlights

Sonida Senior Living (NYSE:SNDA) reported first-quarter 2026 results that management said reflected continued growth in occupancy, resident rates and margins following the company’s acquisition of CNL Healthcare Properties, Inc. in March. On the earnings call, Vice President of Investor Relations M

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Sylvamo Q1 Earnings Call Highlights

Sylvamo (NYSE:SLVM) reported first-quarter 2026 results that management described as largely in line with expectations, excluding operational reliability issues in Europe and Brazil that weighed on earnings and are expected to create some additional costs in the second quarter. Chief Executive Offi

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Sky Harbour Group Q1 Earnings Call Highlights

Sky Harbour Group (NYSE:SKYH) reported accelerating construction investment, higher revenue and new 2026 guidance during its first-quarter earnings call, as executives said the aviation hangar developer is moving from early-stage buildout toward broader scale across its airport campus portfolio. Ch

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Summit Midstream Partners Q1 Earnings Call Highlights

Summit Midstream Partners (NYSE:SMC) said first-quarter 2026 results were broadly in line with expectations, as strength in its Rockies business helped offset weaker volumes and lower realized residue gas prices in its MidCon segment. President, CEO and Chairman Heath Deneke said Summit reported fi

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Shoulder Innovations Q1 Earnings Call Highlights

Shoulder Innovations (NYSE:SI) reported a sharp increase in first-quarter revenue and raised its full-year sales outlook, citing new surgeon adoption, higher utilization among existing customers and progress across its product pipeline. Chief Executive Officer Rob Ball said 2026 was “off to a stron

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Super Group (SGHC) Q1 Earnings Call Highlights

Super Group (SGHC) (NYSE:SGHC) reported a record start to 2026, with first-quarter revenue, customer activity, deposits and wagering all reaching new highs, executives said on the company’s earnings call. Chief Executive Officer Neal Menashe said the quarter reflected “the strength of our strategy,

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Chefs' Warehouse Says Decade of Investments Is Fueling Sales Momentum

Chefs' Warehouse (NASDAQ:CHEF) executives said recent sales momentum reflects a combination of healthier customer demand and company-specific gains from years of investment in facilities, training, technology and category expansion. Speaking at a BMO Capital Markets event hosted by food retail anal

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Seadrill Q1 Earnings Call Highlights

Seadrill (NYSE:SDRL) reported first-quarter 2026 results that exceeded its expectations, citing early contract starts, strong operational execution and improved fleet utilization, while raising its full-year revenue and EBITDA guidance. President and CEO Samir Ali said the company remains focused o

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SFL Q1 Earnings Call Highlights

SFL (NYSE:SFL) reported first-quarter 2026 operating revenue of about $174.5 million and GAAP net income of approximately $26 million, or $0.20 per share, as management highlighted stable contracted cash flows, a growing offshore backlog and unusually strong tanker spot-market earnings. Chief Execu

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SEA Q1 Earnings Call Highlights

SEA (NYSE:SE) reported a sharp increase in first-quarter 2026 revenue and crossed $1 billion in adjusted EBITDA for the first time, as growth in its e-commerce and financial services businesses offset continued investment across key initiatives. Chairman and Chief Executive Officer Forrest Li said

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Stellus Capital Investment Q1 Earnings Call Highlights

Stellus Capital Investment (NYSE:SCM) reported first-quarter results that included lower net asset value, a modest decline in portfolio size and elevated non-accruals, while management signaled that the company’s dividend is likely to move lower over time to better align with earnings and realized g

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Sally Beauty Q2 Earnings Call Highlights

Sally Beauty (NYSE:SBH) reported fiscal second-quarter 2026 results that came in at the high end of its sales expectations and above its bottom-line guidance, as strength in its Sally Beauty segment offset softer trends in its Beauty Systems Group business. President and Chief Executive Officer Den

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CG Oncology BLA Filing on Track as Key Bladder Cancer Data Nears

CG Oncology (NASDAQ:CGON) executives said the company remains on track to complete a rolling biologics license application for cretostimogene in BCG-unresponsive high-risk non-muscle invasive bladder cancer by the fourth quarter, while reiterating expectations for top-line data from a separate Phase

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Riskified Q1 Earnings Call Highlights

Riskified (NYSE:RSKD) reported higher first-quarter revenue and gross profit, raised the low end of its full-year outlook and highlighted growth in newer areas such as ACH fraud intelligence, non-payment fraud products and identity data tools during its first-quarter 2026 earnings call. Co-founder

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Prestige Consumer Healthcare Q4 Earnings Call Highlights

Prestige Consumer Healthcare (NYSE:PBH) reported a weaker-than-expected fourth quarter as supply constraints in eye care and shipping disruptions tied to conflict in the Middle East weighed on sales, but management said it expects a return to organic growth in fiscal 2027 and outlined a multiyear ou

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NIQ Global Intelligence Q1 Earnings Call Highlights

NIQ Global Intelligence (NYSE:NIQ) reported first-quarter 2026 results that exceeded the company’s expectations, with management highlighting steady subscription growth, margin expansion and increased investment in artificial intelligence capabilities. Chief Executive Officer Jim Peck said NIQ deli

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North American Construction Group Q1 Earnings Call Highlights

North American Construction Group (NYSE:NOA) reported a stronger start to 2026, with management saying first-quarter results showed sequential improvement in earnings, margins and operating execution across its Canadian and Australian businesses. Jason Veenstra, executive vice president and chief f

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Newsmax Q1 Earnings Call Highlights

Newsmax (NYSE:NMAX) reported higher first-quarter 2026 revenue and a sharply narrower net loss, as growth in affiliate fees and licensing helped offset weaker digital advertising, subscription and product sales revenue. Chief Executive Officer Chris Ruddy said the company delivered “a strong start

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NU Q1 Earnings Call Highlights

NU (NYSE:NU) executives said the digital banking company delivered another quarter of customer growth, revenue expansion and operating leverage, while emphasizing that higher credit provisions in the first quarter reflected seasonality, portfolio growth and product mix rather than deterioration in u

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National Grid Transco H2 Earnings Call Highlights

National Grid Transco (NYSE:NGG) said it delivered stronger full-year earnings and laid out a five-year investment plan centered on grid expansion, demand growth from data centers and electrification, and operational improvements across its U.K. and U.S. businesses. Chief Executive Zoë Yujnovich, w

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