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Insider Monkey Blog

Texas Instruments Incorporated (NASDAQ:TXN) Q2 2025 Earnings Call Transcript

Texas Instruments Incorporated (NASDAQ:TXN) Q2 2025 Earnings Call Transcript July 22, 2025Texas Instruments Incorporated beats earnings expectations.

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July 24 - News, Transcripts

CoStar Group, Inc. (NASDAQ:CSGP) Q2 2025 Earnings Call Transcript

Operator: Thank you for standing by, and welcome to the CoStar Group's Second Quarter 2025 Earnings Conference Call.

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July 24 - News, Transcripts

Hope Bancorp, Inc. (NASDAQ:HOPE) Q2 2025 Earnings Call Transcript

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

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July 24 - News, Transcripts

Grupo Televisa, S.A.B. (NYSE:TV) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to Grupo Televisa's Second Quarter 2025 Conference Call.

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July 24 - News, Transcripts

Sap Se (NYSE:SAP) Q2 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Welcome, and thank you for joining the SAP Q2 and Half Year 2025 Financial Results Conference Call.

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July 24 - News, Transcripts

Cathay General Bancorp (NASDAQ:CATY) Q2 2025 Earnings Call Transcript

Operator: Good afternoon, ladies and gentlemen, and welcome to Cathay General Bancorp's Second Quarter 2025 Earnings Conference Call.

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July 24 - News, Transcripts

EQT Corporation (NYSE:EQT) Q2 2025 Earnings Call Transcript

Operator: Thank you for standing by. I would like to welcome everyone to EQT Q2 2025 Quarterly Results Conference Call.

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July 24 - News, Transcripts

Enphase Energy, Inc. (NASDAQ:ENPH) Q2 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Enphase Energy's Second Quarter 2025 Financial Results Call. [Operator Instructions] Please note that this event is being recorded.

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July 24 - News, Transcripts

Trustmark Corporation (NASDAQ:TRMK) Q2 2025 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen, and welcome to Trustmark Corporation's Second Quarter Earnings Conference Call.

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July 24 - News, Transcripts

Canadian National Railway Company (NYSE:CNI) Q2 2025 Earnings Call Transcript

Canadian National Railway Company (NYSE:CNI) Q2 2025 Earnings Call Transcript July 22, 2025Canadian National Railway Company misses on earnings expectations.

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July 24 - News, Transcripts

Manhattan Associates, Inc. (NASDAQ:MANH) Q2 2025 Earnings Call Transcript

Manhattan Associates, Inc. (NASDAQ:MANH) Q2 2025 Earnings Call Transcript July 22, 2025Manhattan Associates, Inc. beats earnings expectations.

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July 24 - News, Transcripts

Mercantile Bank Corporation (NASDAQ:MBWM) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Mercantile Bank Corporation Second Quarter 2025 Earnings Conference Call. [Operator Instructions].

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July 24 - News, Transcripts

PennyMac Financial Services, Inc. (NYSE:PFSI) Q2 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to PennyMac Financial Services, Inc.'s Second Quarter 2025 Earnings Call.

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July 24 - News, Transcripts

National Bank Holdings Corporation (NYSE:NBHC) Q2 2025 Earnings Call Transcript

Operator: Good morning, everyone, and welcome to the National Bank Holdings Corporation 2025 Second Quarter Earnings Call.

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July 24 - News, Transcripts

PACCAR Inc (NASDAQ:PCAR) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to PACCAR's Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Today's call is being recorded.

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July 24 - News, Transcripts

Badger Meter, Inc. (NYSE:BMI) Q2 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, welcome to the Second Quarter 2025 Badger Meter Earnings Conference Call.

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July 24 - News, Transcripts

Hanmi Financial Corporation (NASDAQ:HAFC) Q2 2025 Earnings Call Transcript

Hanmi Financial Corporation (NASDAQ:HAFC) Q2 2025 Earnings Call Transcript July 22, 2025Hanmi Financial Corporation misses on earnings expectations.

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July 24 - News, Transcripts

KKR Real Estate Finance Trust Inc. (NYSE:KREF) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the KKR Real Estate Finance Trust Inc. Second Quarter 2025 Financial Results Conference Call.

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July 24 - News, Transcripts

Intuitive Surgical, Inc. (NASDAQ:ISRG) Q2 2025 Earnings Call Transcript

Intuitive Surgical, Inc. (NASDAQ:ISRG) Q2 2025 Earnings Call Transcript July 22, 2025Intuitive Surgical, Inc. beats earnings expectations.

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July 24 - News, Transcripts

Weatherford International plc (NASDAQ:WFRD) Q2 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Welcome to the Weatherford International Second Quarter 2025 Results.

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July 24 - News, Transcripts

Range Resources Corporation (NYSE:RRC) Q2 2025 Earnings Call Transcript

Operator: Welcome to the Range Resources Second Quarter 2025 Earnings Conference Call.

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July 24 - News, Transcripts

East West Bancorp, Inc. (NASDAQ:EWBC) Q2 2025 Earnings Call Transcript

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

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July 24 - News, Transcripts

Alexandria Real Estate Equities, Inc. (NYSE:ARE) Q2 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Alexandria Real Estate Equities Second Quarter 2025 Conference Call.

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July 24 - News, Transcripts

Health In Tech, Inc. (NASDAQ:HIT) Q2 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen. Thank you for standing by, and welcome to the Health in Tech Second Quarter of 2025 Earnings Conference Call. [Operator Instructions].

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July 24 - News, Transcripts

Home Bancorp, Inc. (NASDAQ:HBCP) Q2 2025 Earnings Call Transcript

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

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July 24 - News, Transcripts

AGNC Investment Corp. (NASDAQ:AGNC) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the AGNC Investment Corp. Second Quarter 2025 Shareholder Call. [Operator Instructions] Please note this event is being recorded.

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July 24 - News, Transcripts

Cementos Pacasmayo S.A.A. (NYSE:CPAC) Q2 2025 Earnings Call Transcript

Operator: [Audio Gap] 2025 Earnings Conference Call. [Operator Instructions] And please note that this call is being recorded.

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July 24 - News, Transcripts

Longleaf Partners Fund’s Q2 2025 Investor Letter

Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” second-quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

BOK Financial Corporation (NASDAQ:BOKF) Q2 2025 Earnings Call Transcript

Operator: Greetings. Welcome to BOK Financial Corporation's Second Quarter 2025 Earnings Conference Call.

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July 24 - News, Transcripts

SmartFinancial, Inc. (NASDAQ:SMBK) Q2 2025 Earnings Call Transcript

Operator: Hello, everyone, and welcome to the SmartFinancial Second Quarter 2025 Earnings Release and Conference Call. My name is Ezra, and I will be your coordinator today.

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July 24 - News, Transcripts

RBB Bancorp (NASDAQ:RBB) Q2 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the RBB Bancorp Second Quarter 2025 Earnings Call. [Operator Instructions] Please note, this conference is being recorded.

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July 24 - News, Transcripts

Analyst Explains Why He’s Bullish on Microsoft (MSFT) Amid ‘AI Eating Software’ Trend

Ben Reitzes, Melius Research managing director, said in a recent program on CNBC that SaaS companies are under threat amid the rise of AI agents.

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July 24 - News

Thryv Holdings (THRY) Declined Approximately 40% in Q2. Here’s Why

Laughing Water Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 24 - Hedge Fund Investor Letters, News

Laughing Water Capital’s Update on Cantaloup (CTLP)

Laughing Water Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 24 - Hedge Fund Investor Letters, News

Analyst Explains Why He’s Bullish on Broadcom (AVGO) Amid AI Agent Revolution

Ben Reitzes, Melius Research managing director, recently said in a program on CNBC that AI chip companies will benefit in the future amid an increase in the usage of LLMs and ...

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July 24 - News

NextNav (NN) is Seeking Regulatory Play for its 5G Spectrum

Laughing Water Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 24 - Hedge Fund Investor Letters, News

Analyst Explains Why Nvidia China News Could be ‘Huge’ for ASML Holding (ASML)

Joe Tigay from Equity Armor Investment said in a recent program on Schwab Network that the US government’s decision to allow Nvidia to sell chips in China could be “huge” ...

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July 24 - News

Here’s Laughing Water Capital’s Comment on Its New Investment in Clarus Corp. (CLAR)

Laughing Water Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 24 - Hedge Fund Investor Letters, News

PAR Technology Corp (PAR) Continues to Grow Revenue in Q2

Laughing Water Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 24 - Hedge Fund Investor Letters, News

Laughing Water Capital’s View on Lifecore Biomedical (LFCR)

Laughing Water Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 24 - Hedge Fund Investor Letters, News

Laughing Water Capital’s Q2 2025 Investor Letter

Laughing Water Capital, an investment management company, released its second-quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Aristotle Small Cap Equity Strategy Sold Tronox (TROX) due to Increased Uncertainty

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” second quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

10 Stocks With Eye-Popping Double-Digit Gains

Wall Street roared higher on Wednesday, with all major indices finishing in the green territory, as investor sentiment was buoyed by US President Donald Trump’s agreed trade...

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July 24 - Market Movers, News

CSX Corporation (CSX): “I Am In Charge Of The Rails,” Says Jim Cramer

CSX Corporation (NASDAQ:CSX) is a major American railroad company that has been at the center of the news this July.

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July 24 - News

Union Pacific Corporation (UNP): “I Am In Charge Of The Rails,” Says Jim Cramer

Union Pacific Corporation (NYSE:UNP) is one of the largest railroad companies in America.

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July 24 - News

Opendoor Technologies Inc. (OPEN): It’s A Pump, Not A Dump, Says Jim Cramer

Opendoor Technologies Inc. (NASDAQ:OPEN) is a technology company that primarily enables home sellers to list their properties online for sale.

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July 24 - News

Pinterest, Inc. (PINS): It’s A “Remarkable Site,” Says Jim Cramer

Pinterest, Inc. (NYSE:PINS) operates a website that enables users to engage in artistic endeavors such as arts and crafts and home decoration.

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July 24 - News

UnitedHealth Group Incorporated (UNH): Is A “Tragedy,” Says Jim Cramer

UnitedHealth Group Incorporated (NYSE:UNH) is one of the largest healthcare benefits providers in America.

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July 24 - News

NIKE, Inc. (NKE)’s “Gonna Have To Cut Prices Again,” Says Jim Cramer

NIKE, Inc. (NYSE:NKE) is a popular athletic apparel retailer whose shares have gained a modest 2.3% year-to-date.

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July 24 - News

Oklo Inc. (OKLO): There’s No Rigor, No Coverage, Says Jim Cramer

Oklo Inc. (NYSE:OKLO) is a popular retail stock that provides nuclear power solutions. Cramer has regularly discussed the stock over the past couple of weeks.

Keep Reading →

July 24 - News

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