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Insider Monkey Blog

Should You Expect a Long Runway for Growth for Samsara (IOT)?

Baron Funds, an investment management company, released its “Baron Asset Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.

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August 1 - Hedge Fund Investor Letters, News

NETGEAR, Inc. (NASDAQ:NTGR) Q2 2025 Earnings Call Transcript

Erik Bylin: Thank you, operator. Good afternoon, and welcome to NETGEAR's Second Quarter of 2025 Financial Results Conference Call. Joining us from the company are Mr.

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August 1 - News, Transcripts

WEC Energy Group, Inc. (NYSE:WEC) Q2 2025 Earnings Call Transcript

WEC Energy Group, Inc. (NYSE:WEC) Q2 2025 Earnings Call Transcript July 30, 2025WEC Energy Group, Inc. beats earnings expectations.

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August 1 - News, Transcripts

Redwood Trust, Inc. (NYSE:RWT) Q2 2025 Earnings Call Transcript

Redwood Trust, Inc. (NYSE:RWT) Q2 2025 Earnings Call Transcript July 30, 2025Redwood Trust, Inc. misses on earnings expectations.

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August 1 - News, Transcripts

Littelfuse, Inc. (NASDAQ:LFUS) Q2 2025 Earnings Call Transcript

Operator: Good day, everyone, and welcome to the Littelfuse Second Quarter 2025 Earnings Conference Call. Today's call is being recorded.

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August 1 - News, Transcripts

Whitestone REIT (NYSE:WSR) Q2 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Whitestone REIT's Second Quarter 2025 Earnings Conference Call.

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August 1 - News, Transcripts

Invitation Homes Inc. (NYSE:INVH) Q2 2025 Earnings Call Transcript

Operator: Welcome to the Invitation Homes Second Quarter 2025 Earnings Conference Call. [Operator Instructions]. As a reminder, this conference is being recorded.

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August 1 - News, Transcripts

Modine Manufacturing Company (NYSE:MOD) Q1 2026 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen, and welcome to Modine's First Quarter Fiscal 2026 Earnings Conference Call.

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August 1 - News, Transcripts

Pitney Bowes Inc. (NYSE:PBI) Q2 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Q2 2025 Pitney Bowes Earnings Conference Call.

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August 1 - News, Transcripts

Wave Life Sciences Ltd. (NASDAQ:WVE) Q2 2025 Earnings Call Transcript

Wave Life Sciences Ltd. (NASDAQ:WVE) Q2 2025 Earnings Call Transcript July 30, 2025Wave Life Sciences Ltd. misses on earnings expectations.

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August 1 - News, Transcripts

Carlisle Companies Incorporated (NYSE:CSL) Q2 2025 Earnings Call Transcript

Carlisle Companies Incorporated (NYSE:CSL) Q2 2025 Earnings Call Transcript July 30, 2025Carlisle Companies Incorporated misses on earnings expectations.

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August 1 - News, Transcripts

Steven Madden, Ltd. (NASDAQ:SHOO) Q2 2025 Earnings Call Transcript

Steven Madden, Ltd. (NASDAQ:SHOO) Q2 2025 Earnings Call Transcript July 30, 2025Steven Madden, Ltd. misses on earnings expectations.

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August 1 - News, Transcripts

Aware, Inc. (NASDAQ:AWRE) Q2 2025 Earnings Call Transcript

Matt Glover: Good afternoon, and welcome to Aware's Second Quarter 2025 Conference Call.

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August 1 - News, Transcripts

Prudential Financial, Inc. (NYSE:PRU) Q2 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to Prudential's quarterly earnings conference call.

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August 1 - News, Transcripts

Hudson Technologies, Inc. (NASDAQ:HDSN) Q2 2025 Earnings Call Transcript

Operator: Good day, everyone, and welcome to the Hudson Technologies Second Quarter 2025 Earnings Call. [Operator Instructions].

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August 1 - News, Transcripts

Sturm, Ruger & Company, Inc. (NYSE:RGR) Q2 2025 Earnings Call Transcript

Operator: Welcome to Sturm, Ruger & Company's Second Quarter 2025 Earnings Call.

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August 1 - News, Transcripts

PC Connection, Inc. (NASDAQ:CNXN) Q2 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to the Second Quarter 2025 Connection Earnings Conference Call. My name is Liz, and I will be the coordinator for today.

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August 1 - News, Transcripts

EVERTEC, Inc. (NYSE:EVTC) Q2 2025 Earnings Call Transcript

Operator: Good day, and welcome to the EVERTEC Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

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August 1 - News, Transcripts

Microsoft Corporation (NASDAQ:MSFT) Q4 2025 Earnings Call Transcript

Microsoft Corporation (NASDAQ:MSFT) Q4 2025 Earnings Call Transcript July 30, 2025Microsoft Corporation beats earnings expectations.

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August 1 - News, Transcripts

VICI Properties Inc. (NYSE:VICI) Q2 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen. Thank you for standing by. Welcome to the VICI Properties Second Quarter 2025 Earnings Conference Call.

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August 1 - News, Transcripts

Everest Re Group, Ltd. (NYSE:EG) Q2 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Everest Group Limited Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

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August 1 - News, Transcripts

Black Hills Corporation (NYSE:BKH) Q2 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Second Quarter 2025 Black Hills Corporation Earnings Conference Call.

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August 1 - News, Transcripts

Glaukos Corporation (NYSE:GKOS) Q2 2025 Earnings Call Transcript

Operator: Welcome to Glaukos Corporation's Second Quarter 2025 Financial Results Conference Call.

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August 1 - News, Transcripts

Host Hotels & Resorts, Inc. (NASDAQ:HST) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Host Hotels & Resorts Second Quarter 2025 Earnings Conference Call. Today's conference is being recorded.

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August 1 - News, Transcripts

Hamilton Beach Brands Holding Company (NYSE:HBB) Q2 2025 Earnings Call Transcript

Operator: Thank you for standing by. At this time, I would like to welcome everyone to today's Hamilton Beach Brands Second Quarter 2025 Earnings Conference Call.

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August 1 - News, Transcripts

Merit Medical Systems, Inc. (NASDAQ:MMSI) Q2 2025 Earnings Call Transcript

Operator: Welcome to the Merit Medical Systems Second Quarter 2025 Earnings Conference Call.

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August 1 - News, Transcripts

Cognex Corporation (NASDAQ:CGNX) Q2 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Cognex Second Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.

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August 1 - News, Transcripts

Bunge Global S.A. (NYSE:BG) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Bunge Global Second Quarter 2025 Earnings Release and Conference Call.

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August 1 - News, Transcripts

Ford Motor Company (NYSE:F) Q2 2025 Earnings Call Transcript

Operator: Good day, everyone. My name is Layla, and I will be your conference operator today.

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August 1 - News, Transcripts

Mid-America Apartment Communities, Inc. (NYSE:MAA) Q2 2025 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen, and welcome to the MAA Second Quarter 2025 Earnings Conference Call.

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August 1 - News, Transcripts

Tenable Holdings, Inc. (NASDAQ:TENB) Q2 2025 Earnings Call Transcript

Tenable Holdings, Inc. (NASDAQ:TENB) Q2 2025 Earnings Call Transcript July 30, 2025Tenable Holdings, Inc. beats earnings expectations.

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August 1 - News, Transcripts

Guardant Health, Inc. (NASDAQ:GH) Q2 2025 Earnings Call Transcript

Operator: Good afternoon, and thank you for attending the Guardant Health Q2 2025 Earnings Conference Call. My name is Jason, and I'll be the moderator today.

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August 1 - News, Transcripts

Rush Street Interactive, Inc. (NYSE:RSI) Q2 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen. Thank you for standing by. Welcome to the Rush Street Interactive Second Quarter 2025 Earnings Conference Call.

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August 1 - News, Transcripts

Spok Holdings, Inc. (NASDAQ:SPOK) Q2 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, greetings, and welcome to the Spok Holdings, Inc. Q2 2025 Earnings Results Conference Call.

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August 1 - News, Transcripts

Comstock Resources, Inc. (NYSE:CRK) Q2 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Comstock Resources Second Quarter 2025 Earnings Call.

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August 1 - News, Transcripts

EPR Properties (NYSE:EPR) Q2 2025 Earnings Call Transcript

Operator: Hello, and welcome to the EPR Properties Q2 2025 Earnings Call. [Operator Instructions] Also as a reminder, this conference is being recorded today.

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August 1 - News, Transcripts

Radian Group Inc. (NYSE:RDN) Q2 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Second Quarter 2025 Radian Group Conference Call. [Operator Instructions].

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August 1 - News, Transcripts

Teekay Tankers Ltd. (NYSE:TNK) Q2 2025 Earnings Call Transcript

Operator: Welcome to the Teekay Group's Second Quarter 2025 Earnings Results Conference Call. [Operator Instructions] As a reminder, this call is being recorded now.

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August 1 - News, Transcripts

American Water Works Company, Inc. (NYSE:AWK) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to American Water's Second Quarter 2025 Earnings Conference Call.

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August 1 - News, Transcripts

Diana Shipping Inc. (NYSE:DSX) Q2 2025 Earnings Call Transcript

Operator: Thank you for standing by, ladies and gentlemen, and welcome to the Diana Shipping, Inc. Conference Call on the Second Quarter 2025 Financial Results.

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August 1 - News, Transcripts

Albemarle Corporation (NYSE:ALB) Q2 2025 Earnings Call Transcript

Operator: Hello, and welcome to Albemarle Corporation's Q2 2025 Earnings Call.

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August 1 - News, Transcripts

Bio-Techne Corporation (TECH) Slid on Weakness in Research Spending

Baron Funds, an investment management company, released its “Baron Asset Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.

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August 1 - Hedge Fund Investor Letters, News

MGM Resorts International (NYSE:MGM) Q2 2025 Earnings Call Transcript

MGM Resorts International (NYSE:MGM) Q2 2025 Earnings Call Transcript July 30, 2025MGM Resorts International beats earnings expectations.

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August 1 - News, Transcripts

Green Brick Partners, Inc. (NYSE:GRBK) Q2 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to the Green Brick Partners Second Quarter 2025 Earnings Conference Call.

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August 1 - News, Transcripts

Franklin BSP Realty Trust, Inc. (NYSE:FBRT) Q2 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Franklin BSP Realty Trust Second Quarter 2025 Earnings Conference Call.

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August 1 - News, Transcripts

Ashford Hospitality Trust, Inc. (NYSE:AHT) Q2 2025 Earnings Call Transcript

Operator: Thank you for standing by. My name is Greg, and I will be your conference operator today.

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August 1 - News, Transcripts

Enact Holdings, Inc. (NASDAQ:ACT) Q2 2025 Earnings Call Transcript

Operator: Hello, and welcome to Enact second quarter earnings conference call. Please be advised that today's conference is being recorded.

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August 1 - News, Transcripts

Axos Financial, Inc. (NYSE:AX) Q4 2025 Earnings Call Transcript

Operator: Greetings and welcome to the Axos Financial Fourth Quarter 2025 Earnings Call and Webcast. [Operator Instructions] As a reminder, this conference is being recorded.

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August 1 - News, Transcripts

CVR Energy, Inc. (NYSE:CVI) Q2 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the CVR Energy Second Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.

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August 1 - News, Transcripts

CABCO Trust for JC Penney Debentures (NYSE:PFH) Q2 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to Prudential's quarterly earnings conference call.

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August 1 - News, Transcripts

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