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Insider Monkey Blog

LivePerson, Inc. (NASDAQ:LPSN) Q2 2025 Earnings Call Transcript

Operator: Good afternoon, ladies and gentlemen. Thank you for standing by. Welcome to LivePerson's Second Quarter 2025 Earnings Conference Call.

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August 13 - News, Transcripts

Exodus Movement, Inc. (AMEX:EXOD) Q2 2025 Earnings Call Transcript

Exodus Movement, Inc. (AMEX:EXOD) Q2 2025 Earnings Call Transcript August 11, 2025Exodus Movement, Inc. misses on earnings expectations.

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August 13 - News, Transcripts

BigBear.ai Holdings, Inc. (NYSE:BBAI) Q2 2025 Earnings Call Transcript

BigBear.ai Holdings, Inc. (NYSE:BBAI) Q2 2025 Earnings Call Transcript August 11, 2025BigBear.ai Holdings, Inc. beats earnings expectations.

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August 13 - News, Transcripts

RumbleON, Inc. (NASDAQ:RMBL) Q2 2025 Earnings Call Transcript

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

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August 13 - News, Transcripts

Hallador Energy Company (NASDAQ:HNRG) Q2 2025 Earnings Call Transcript

Hallador Energy Company (NASDAQ:HNRG) Q2 2025 Earnings Call Transcript August 11, 2025Hallador Energy Company beats earnings expectations.

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August 13 - News, Transcripts

Perion Network Ltd. (NASDAQ:PERI) Q2 2025 Earnings Call Transcript

Perion Network Ltd. (NASDAQ:PERI) Q2 2025 Earnings Call Transcript August 11, 2025Perion Network Ltd. beats earnings expectations.

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August 13 - News, Transcripts

Archer Aviation Inc. (NYSE:ACHR) Q2 2025 Earnings Call Transcript

Archer Aviation Inc. (NYSE:ACHR) Q2 2025 Earnings Call Transcript August 11, 2025Archer Aviation Inc. misses on earnings expectations.

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August 13 - News, Transcripts

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

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

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August 13 - News, Transcripts

Village Farms International, Inc. (NASDAQ:VFF) Q2 2025 Earnings Call Transcript

Village Farms International, Inc. (NASDAQ:VFF) Q2 2025 Earnings Call Transcript August 11, 2025Village Farms International, Inc. beats earnings expectations.

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August 13 - News, Transcripts

Erie Indemnity Company (NASDAQ:ERIE) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Erie Indemnity Company Second Quarter 2025 Earnings Conference Call.

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August 13 - News, Transcripts

Jackson Peak Capital’s Q2 2025 Investor Letter

Jackson Peak Capital, an investment management firm, released its second-quarter 2025 investor letter.

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August 13 - Hedge Fund Investor Letters, News

Here’s Why Jackson Peak Capital Added ServiceTitan (TTAN) to Its Portfolio

Jackson Peak Capital, an investment management firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 13 - Hedge Fund Investor Letters, News

Should You Hold Your Stake in Joint Stock Company Kaspi.kz (KSPI)?

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

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August 13 - Hedge Fund Investor Letters, News

Will ACM Research (ACMR) Benefit from China’s Semiconductor Supply Chain Localization?

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

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August 13 - Hedge Fund Investor Letters, News

Ubiquiti (UI) Surged in Q2 Despite Tariff Concerns

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

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August 13 - Hedge Fund Investor Letters, News

Should You be Bullish on Gigacloud Technology’s (GCT) Long-Term Outlook?

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

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August 13 - Hedge Fund Investor Letters, News

Here’s Kathmandu Capital’s investment Thesis for Grupo Aeroportuario del Centro Norte (OMAB)

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

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August 13 - Hedge Fund Investor Letters, News

Kathmandu Capital’s Q2 2025 Investor Letter

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

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August 13 - Hedge Fund Investor Letters, News

Is it Now A Great Time to Invest in APi Group (APG)?

SouthernSun Asset Management, an investment management firm, released its “SMID Cap Investment” second-quarter 2025 investor letter.

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August 13 - Hedge Fund Investor Letters, News

Alluvial Capital Management’s Updates on CBL & Associates Properties (CBL)

Alluvial Capital Management, an investment advisory firm, released its second-quarter 2025 investor letter. A copy of the same can be downloaded here.

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August 13 - Hedge Fund Investor Letters, News

Peakstone Realty Trust (PKST) Shifted Focus to Industrial Outdoor Storage REIT

Alluvial Capital Management, an investment advisory firm, released its second-quarter 2025 investor letter. A copy of the same can be downloaded here.

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August 13 - Hedge Fund Investor Letters, News

Net Lease Office Properties (NLOP) is Set to Return Capital

Alluvial Capital Management, an investment advisory firm, released its second-quarter 2025 investor letter. A copy of the same can be downloaded here.

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August 13 - Hedge Fund Investor Letters, News

Alluvial Capital Management’s Comment on Seneca Foods Corporation’s (SENEA) Strategic Position

Alluvial Capital Management, an investment advisory firm, released its second-quarter 2025 investor letter. A copy of the same can be downloaded here.

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August 13 - Hedge Fund Investor Letters, News

Here’s What Boosted Talen Energy Corporation (TLN) in Q2

Alluvial Capital Management, an investment advisory firm, released its second-quarter 2025 investor letter. A copy of the same can be downloaded here.

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August 13 - Hedge Fund Investor Letters, News

Alluvial Capital Management’s Q2 2025 Investor Letter

Alluvial Capital Management, an investment advisory firm, released its second-quarter 2025 investor letter.

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August 13 - Hedge Fund Investor Letters, News

What makes FTI Consulting (FCN) a Lucrative Investment?

Diamond Hill Capital, an investment management company, released its “Small-Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 13 - Hedge Fund Investor Letters, News

Jefferies Maintains a Buy on Inspire Medical Systems (INSP) With a $160 PT

Inspire Medical Systems, Inc.

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August 13 - News

CEO Share Purchases Contrast Analyst Downgrades for Healthpeak

One of the prominent healthcare REITs, Healthpeak Properties, Inc.

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August 13 - News

Equity Residential Faces Lease Growth Concerns Despite Guidance Increase

[caption id="attachment_1203086" align="aligncenter" width="1456"] An exterior shot of a newly acquired apartment building, signifying the company’s acquisition of large residential...

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August 13 - News

Alexandria Real Estate Sees Record Lease Amid Mixed Analyst Views

[caption id="attachment_1200869" align="aligncenter" width="1456"] Aerial view of a vibrant downtown skyline of an urban landscape with a AAA innovation cluster office building...

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August 13 - News

VICI Properties Gains Analyst Support After Strong Q2 and Guidance

Based in New York City, VICI Properties Inc. (NYSE:VICI) is a gaming and hospitality REIT that owns 93 assets, including Caesars Palace, the Venetian, and MGM Grand.

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August 13 - News

Public Storage Expansion Follows Price Target Cut After Q2 Results

[caption id="attachment_1204497" align="aligncenter" width="1456"] Aerial view of a thriving self-storage facility, showcasing the company's expertise in acquisition and development...

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August 13 - News

Digital Realty Trust Gains Analyst Support Amid Regional AI Demand Challenges

[caption id="attachment_1202182" align="aligncenter" width="1456"] A close-up view of a technician installing a server in the data center facility, representing the reliable services...

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August 13 - News

Simon Property Group Posts Strong Q2 Amid Mixed Analyst Opinions

[caption id="attachment_1201028" align="aligncenter" width="1456"] A rooftop view of a bustling downtown area, emphasizing the company's investments in the real estate sector.[/...

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August 13 - News

Prologis Sees Strong Q2 Growth Amid Price Target Reduction

Prologis, Inc. (NYSE:PLD) is one of the world’s leading REITs specializing in logistics facilities and industrial parks.

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August 13 - News

Equinix’s Outlook Lifted Amid Mixed Analyst Reactions to Strong Q2

[caption id="attachment_1198787" align="aligncenter" width="1456"] A team of IT professionals working on a digital platform, indicating the company's agile digital services.[/...

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August 13 - News

Mixed Analyst Views Amid Strong Q3 Boost for Energizer Holdings

Missouri-based company, Energizer Holdings, Inc. (NYSE:ENR), is among the world’s largest manufacturers of primary batteries and portable lights.

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August 13 - News

Teradyne Stock Surges Following AI-Driven Gains and Magnum 7H Launch

Headquartered in Massachusetts, Teradyne, Inc. (NASDAQ:TER) designs, manufactures, and sells automated test equipment for semiconductors and electronics.

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August 13 - News

Major Project Wins Drive Strong Weekly Surge for Ameresco

[caption id="attachment_1208585" align="aligncenter" width="1456"] A man in a suit shaking hands with an engineer in front of a modern building with energy-saving windows.[/caption...

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August 13 - News

Data Center Boom and Q2 Strength Spark Short-Term Momentum for PG&E

[caption id="attachment_1197135" align="aligncenter" width="1456"] Brightly-lit nighttime view of an electricity power grid with distribution lines and transmission substations...

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August 13 - News

Acquisition Deal Triggers Weekly Surge for Y-mAbs Therapeutics Stock

Y-mAbs Therapeutics, Inc. (NASDAQ:YMAB) is a commercial-stage biopharmaceutical company focused on radioimmunotherapy and antibody-based oncology treatments.

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August 13 - News

Acquisition and Earnings Anticipation Lifts FTAI Infrastructure Stock in a Week

FTAI Infrastructure Inc. (NASDAQ:FIP) invests in North American infrastructure assets across freight rail, ports and terminals, and power and gas.

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August 13 - News

Takeover Agreement with Alcon Sparks Sharp Weekly Gains for STAAR Surgical

California-based company, STAAR Surgical Company (NASDAQ:STAA) develops, manufactures, and markets implantable, foldable Collamer® lenses and delivery systems for cataract and...

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August 13 - News

FDA Approval and Strategic Deals Drive Apellis Pharmaceuticals’ Stock Higher for the Week

Apellis Pharmaceuticals, Inc.

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August 13 - News

Tidewater Stock Climbs on Strong Q2 Performance and Debt Refinancing

Based in Texas, Tidewater Inc. (NYSE:TDW) is the industry-leading provider of offshore support vessels (OSVs).

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August 13 - News

FDA Priority Review and Revenue Growth Drive Short-Term Upswing for Syndax Pharmaceuticals

Syndax Pharmaceuticals, Inc.

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August 13 - News

Clinical Trial Progress and Analyst Endorsement Spark Short-Term Rebound for Olema Pharmaceuticals

Headquartered in California, Olema Pharmaceuticals, Inc.

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August 13 - News

Debt Moves Stir Mixed Analyst Views on Realty Income Corporation

Based in California, Realty Income Corporation (NYSE:O) is a REIT that focuses on acquiring and managing freestanding, single-tenant commercial properties under long-term net ...

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August 13 - News

Price Target Cut Amid Solid Q2 Gains for AvalonBay

Headquartered in Virginia, the REIT, AvalonBay Communities, Inc.

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August 13 - News

Strong Q2 Earnings Spur Steady Analyst Outlook for Host Hospitality

Maryland-based company, Host Hotels & Resorts, Inc. (NASDAQ:HST), is a REIT that primarily owns and operates luxury and upper-upscale hotels.

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August 13 - News

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