text
stringlengths
2k
32k
label
stringclasses
3 values
source
stringclasses
2 values
source_domain
stringclasses
2 values
label_confidence
stringclasses
1 value
entity
stringlengths
2
79
entity_sentiment
stringclasses
3 values
nother very good quarter with mass capacity storage volume. And, of course, additional cost will impact little bit our EPS and our revenue is also – we guided to be lower sequentially. Dave Mosley : Yes, so we factor that is – in as much as we could into the existing guide, Katy. Katy Huberty : Okay, thanks. And just o...
POSITIVE
earnings_transcripts
earnings_calls
agent
NONE
POSITIVE
ivestitures and other corporate expenses. On March 13, 2020, the Company amended its multi-currency revolving credit facility, by increasing the size of the facility from $1.2 billion to $1.5 billion and by extending the maturity until March 13, 2025. The multi-currency revolving credit agreement automatically increase...
NEUTRAL
sec_10k_mda
sec_filings
agent
MARKET
NEUTRAL
nd Reclamation and remediation. (3) Our weighted-average economic interest was 48.50%, 49.55% and 43.89% in 2011, 2010 and 2009, respectively. (4) Our proportionate 50% share. (5) Includes 17 and 5 thousand ounces in 2011 and 2010, respectively, from our non-consolidated interest in Duketon. NEWMONT MINING CORPORATION ...
POSITIVE
sec_10k_mda
sec_filings
agent
NONE
POSITIVE
nt years to reach benchmark levels, the improvement will not be as significant as we've experienced the last [few] years. In our Medical Devices segment, we anticipate a continued increase in procedures associated with pandemic recovery. We continue to believe in the strong underlying fundamentals in the medical device...
POSITIVE
earnings_transcripts
earnings_calls
agent
Wells Fargo
POSITIVE
 Executives: Michael Majors - VP, IR Gary Coleman - Co-Chairman and CEO Larry Hutchison - Co-Chairman and CEO Frank Svoboda - CFO Brian Mitchell - General Counsel Analysts : Ryan Krueger - KBW Jimmy Bhullar - JP Morgan Erik Bass - ‎Autonomous Research Alex Scott - Goldman Sachs John Nadel - UBS Bob Glasspiegel - Janne...
POSITIVE
earnings_transcripts
earnings_calls
agent
Torchmark
POSITIVE
Challenge (now Power Partners) program since 1994, voluntary annual reporting of greenhouse gas (GHG) emissions through the Energy Information Agency (EIA) EIA-1605(b) Report beginning in 1995 and participation in the Chicago Climate Exchange (CCX), a voluntary but legally binding cap and trade program dedicated to re...
NEGATIVE
sec_10k_mda
sec_filings
agent
Tampa Electric
NEGATIVE
ITEM 7.MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS OVERVIEW We invest in scientific innovation to create transformative medicines for people with serious diseases with a focus on specialty markets. We have four approved medicines to treat cystic fibrosis, or CF, a life-threaten...
POSITIVE
sec_10k_mda
sec_filings
agent
General Electric Company
POSITIVE
 Operator : Good afternoon and welcome to Arthur J. Gallagher & Company’s First Quarter 2019 Earnings Conference Call. Participants have been placed on a listen-only mode. Your lines will be open for questions following the presentation. Today’s call is being recorded. If you have any objections, you may disconnect at...
POSITIVE
earnings_transcripts
earnings_calls
agent
Arthur J. Gallagher & Company’s
NEUTRAL
 Executives: Stephen Ferranti - Vice President, Investor Relations David J. Aldrich - Chairman & Chief Executive Officer Donald W. Palette - Chief Financial Officer & Executive Vice President Liam K. Griffin - President Analysts : Harsh V. Kumar - Stephens, Inc. Vivek Arya - Bank of America Merrill Lynch Richard E. Sc...
POSITIVE
earnings_transcripts
earnings_calls
agent
Bank of America Corporation
POSITIVE
et-based approach. In evaluating the estimates derived by the market-based approach, management makes judgments about the relevance and reliability of the multiples by considering factors unique to its reporting units, including operating results, business plans, economic projections, anticipated future cash flows, and...
NEGATIVE
sec_10k_mda
sec_filings
agent
General Electric Company
NEGATIVE
a mid-single-digit negative comp. Technology and entertainment has been challenged over the past year, experiencing deflationary pressures and ever-changing member preferences. The team is actively working to reenergize our assortment, predominantly in mobile, driving sales with new and exciting technology. As our eCo...
POSITIVE
earnings_transcripts
earnings_calls
agent
Walmart Inc.
POSITIVE
estors get comfortable with it. So it’s been a consistent aspect to our industry that we’ve observed and watched for the last 18 months to 24 months. Operator : And our next question comes from Rob Stone at Cowen & Company. Rob Stone - Cowen & Company: Hi guys, couple of questions if I may. The first one with respect ...
POSITIVE
earnings_transcripts
earnings_calls
agent
EPC
POSITIVE
ame goes out. But, trade in general the silly program I think is worth and incredibly well is created a much level of playing field and has given release to the industry and is going to support, I think pricing in the market into next year. And I think as I said earlier imports generally are going to continue to roll I...
NEUTRAL
earnings_transcripts
earnings_calls
agent
Bank of America Corp.
NEUTRAL
s of price transparency are inputs that are observable in the market or can be derived principally from or corroborated by observable market data. Such observable inputs include benchmarking prices for similar assets in active, liquid markets, quoted prices in markets that are not active and observable yields and sprea...
NEGATIVE
sec_10k_mda
sec_filings
agent
NONE
NEGATIVE
rice volatility and expected award lives, as well as expected award forfeiture rates which are used to value equity-based compensation. The increase in clinical research and outside services expense from 2019 to 2020 was primarily due to upfront consideration of $804.5 million related to our collaborative agreement wit...
NEUTRAL
sec_10k_mda
sec_filings
agent
MARKET
NEUTRAL
ifically, the thing I guess we are all watching here is you were planning a flow test, as I understand it. What has been the conclusion of pressure communication with the Ranger-1? Because I guess that's going to be the key thing here is whether or not we have got compartmentalization or whether we have got a viable de...
POSITIVE
earnings_transcripts
earnings_calls
agent
Exxon Mobil
POSITIVE
ITEM 7. MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS Executive Summary In 2021, AES delivered on its strategic and financial objectives. We completed construction or the acquisition of 2.1 GW of renewables generation and signed long-term PPAs for an additional 5 GW of new renewa...
NEGATIVE
sec_10k_mda
sec_filings
agent
NONE
NEGATIVE
 Executives: Maria Sceppaguercio - Chief Corporate Affairs Bob Gamgort - CEO Ozan Dokmecioglu - CFO Analysts : Lauren Lieberman - Barclays Bryan Spillane - Bank of America Judy Hong - Goldman Sachs Brett Cooper - Consumer Edge Research Stephen Powers - Deutsche Bank Kevin Grundy - Jefferies Robert Ottenstein - Evercor...
POSITIVE
earnings_transcripts
earnings_calls
agent
Bank of America
POSITIVE
ficiencies in our internal controls over financial reporting could emerge or that minor problems could become significant; • the impact and outcome of pending and future litigation; • the ability to market pipeline capacity on favorable terms, including the effects of: - future demand for and prices of natural gas, NGL...
NEGATIVE
sec_10k_mda
sec_filings
agent
ficiencies in our internal controls over
NEGATIVE
tion as of the valuation date of October 27, 2013. The reconciliation confirmed that the fair values were relatively representative of the market views when applying a reasonable control premium to the market capitalization. However, any significant reductions in the actual amount of future cash flows realized by our r...
NEUTRAL
sec_10k_mda
sec_filings
agent
MARKET
NEUTRAL
mately 20% of fiscal 2021. In addition, the decrease in net sales was due to lower customer traffic, partially offset by an increase in the average basket. Open-only comp store sales were down 7% for fiscal 2021. Home fashions outperformed apparel for fiscal 2021. Segment Profit Segment profit was $0.9 billion for fisc...
NEUTRAL
sec_10k_mda
sec_filings
agent
TJX
NEUTRAL
allenge, and we've seen those storage charges roll-off and essentially turn to really a pre-pandemic normal. Alan Shaw : You've also seen us take share from truck in the international market. Ed Elkins : Yes, that is what I was referring to with increased IPI shipments. The international markets are looking for ways to...
NEGATIVE
earnings_transcripts
earnings_calls
agent
Mark George
NEGATIVE
feries fixed income and equities trading businesses, including a meaningful volume of trading by its foreign exchange business. Technology and communications expense includes costs associated with development of the various trading systems and various projects associated with corporate support infrastructure, including...
NEGATIVE
sec_10k_mda
sec_filings
agent
National Beef
NEGATIVE
 Executives: Alan Lindstrom - Cadence Design Systems, Inc. Lip-Bu Tan - Cadence Design Systems, Inc. Geoffrey G. Ribar - Cadence Design Systems, Inc. Analysts: Farhan Ahmad - Credit Suisse Monika Garg - Pacific Crest Securities Mitch Steves - RBC Capital Markets LLC Krish Sankar - Bank of America Merrill Lynch Jay Vle...
POSITIVE
earnings_transcripts
earnings_calls
agent
Cadence Design Systems
POSITIVE
held at the Federal Reserve Bank of New York. The net interest margin declined 8 basis points in 2013 from 3.73% in 2012. That narrowing was largely due to an 11 basis point reduction in the average yield on loans and leases and the lower yielding cash balances on deposit at the Federal Reserve Bank of New York. Avera...
NEGATIVE
sec_10k_mda
sec_filings
agent
Federal Reserve
NEGATIVE
 Operator : Good day, and welcome to today's Colgate-Palmolive Company Third Quarter 2019 Earnings Conference Call. This call is being recorded, and is being simulcast live at www.colgatepalmolive.com. Now for opening remarks, I would like to turn the call over to the Senior Vice President of Investor Relations, John ...
POSITIVE
earnings_transcripts
earnings_calls
agent
Colgate-Palmolive Co.
POSITIVE
r : The next question comes from the line of Jay Gelb from Barclays, your line is open. Jay Gelb : First, on Talcott, I just want to get a bit of a better understanding why you feel the quarterly run rate of earnings would be $85 million to $95 million, given the strong - or much stronger performance was on the first q...
POSITIVE
earnings_transcripts
earnings_calls
agent
Barclays
POSITIVE
is completely free for anyone. We then have a 15,000 hour version of Peacock that costs $5 if you're not a member of a participating cable or satellite company that provides multi-channel video. That universe is still about 80%. So 80% of the people in America I think eventually are going to be able to get that $5 pro...
POSITIVE
earnings_transcripts
earnings_calls
agent
Bank of America
POSITIVE
 Operator : Good day ladies and gentlemen and welcome to the Nordson Corporation webcast for the First Quarter and Fiscal Year 2014 Conference Call. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session and instructions will follow at that time. [Operator Instru...
NEUTRAL
earnings_transcripts
earnings_calls
agent
Nordson Corporation webcast for the
NEGATIVE
climbing. It's a wonderful vehicle for dealing with capital flows to get exposure to the overall credit market quickly and through a liquid instrument. So we're seeing heightened levels and heightened demand from our client base on fixed income ETFs and expect that to continue, particularly given the activities in 2023...
POSITIVE
earnings_transcripts
earnings_calls
agent
Goldman Sachs
POSITIVE
enefit pension and other post-retirement benefit plans. (See estimated benefit payments for the next ten fiscal years in Note G “Pension and Other Post-retirement Benefits.”) (5) As discussed in Note K "Income Taxes," the total liability for unrecognized tax benefits, including interest and penalties, at October 28, 20...
NEGATIVE
sec_10k_mda
sec_filings
agent
timing of settlement of the Company
NEUTRAL
e’re a little more conservative. I think we – again, the majority is out of the business now. So I wouldn’t look for whole lot more growth as far as cost cutting. And also I should reference that we’re carrying an awful lot of people and dollars being spent on payroll as we move into the Parisian. That will be a big sh...
POSITIVE
earnings_transcripts
earnings_calls
agent
NONE
POSITIVE
ppened in 2015 as an industry when I think Texas in particular felt some pretty significant headwinds from a wet Spring. As the year went on, I think a lot of builders struggled to get homes closed and costs went up. And you guys obviously navigated that very well, but it certainly does create risk from the industry is...
NEUTRAL
earnings_transcripts
earnings_calls
agent
Bank of America
NEGATIVE
ing current environment, consistent with our disciplined financial management, we expect share repurchases will be modest near term based on our FY '23 outlook today. Lastly, we announced today that we are raising our annual dividend by 5% to $1.05 per share, reflecting confidence in our long-term outlook for the busi...
POSITIVE
earnings_transcripts
earnings_calls
agent
General Electric Company
NEGATIVE
 Operator : Ladies and gentlemen, thank you for standing by. Welcome to the American Express Q1 2019 Earnings Call. At this time, all participants are in a listen-only mode listen-only mode. Later, we will conduct a question-and-answer session. [Operator Instructions] As a reminder, today’s call is being recorded. I w...
POSITIVE
earnings_transcripts
earnings_calls
agent
American Express
POSITIVE
be decreasing cost per unit by utilizing infrastructure... Alan J. Hirshberg - EVP-Production, Drilling & Projects: Yeah, okay. I see. I see. Yeah, I get it. So yeah, we actually – there's some opposing forces there with some – we have seen over that period of time in the North Sea an increasing uptime trend. So we've...
NEUTRAL
earnings_transcripts
earnings_calls
agent
MARKET
NEUTRAL
gacy and transformation noted below. These projections include spending as a result of a settlement reached in the second quarter of 2019 at our Middleport, New York site. The settlement will result in spending $10 million maximum per year on average, until the remediation is complete. Total projected 2022 environmenta...
POSITIVE
sec_10k_mda
sec_filings
agent
NONE
POSITIVE
of the market that may impact competition. Depending on the study’s findings, the FCA may require remedies in order to correct any features found to be preventing, restricting, or distorting competition. The study is ongoing and we are unable to estimate the impact, if any, on Aon’s business at this time. LIQUIDITY AND...
NEGATIVE
sec_10k_mda
sec_filings
agent
In our Consolidated Statements of Financial
NEGATIVE
 Executives: Mark Macaluso - Vice President-Investor Relations David M. Cote - Chairman & Chief Executive Officer Thomas A. Szlosek - Chief Financial Officer & Senior Vice President Analysts : Scott Reed Davis - Barclays Capital, Inc. John G. Inch - Deutsche Bank Securities, Inc. Joseph Alfred Ritchie - Goldman Sachs ...
POSITIVE
earnings_transcripts
earnings_calls
agent
Honeywell's Third (sic) [Fourth] Quarter
POSITIVE
 Executives: Matt Cribbins - VP, Investor Communications John Flannery - Chairman and CEO Jamie Miller - CFO Analysts : Scott Davis - Melius Research Andy Kaplowitz - Citigroup Jeff Sprague - Vertical Research Andrew Obin - Bank of America Merrill Lynch Steve Tusa - JP Morgan Nicole DeBlase - Deutsche Bank Julian Mitc...
NEUTRAL
earnings_transcripts
earnings_calls
agent
General Electric Co.
NEUTRAL
” Securities Lending. The Company participates in a securities lending program whereby blocks of securities, which are included in fixed maturity securities and short-term investments, are loaned to third parties, primarily brokerage firms and commercial banks, and the Company receives cash collateral from the borrower...
POSITIVE
sec_10k_mda
sec_filings
agent
NONE
POSITIVE
ng the business environment in general, as well as financial services companies in particular. The U.S. economy entered a recession in January 2008 and most economists believe this recession ended in the third quarter of 2009 when positive growth returned. Most economists now expect positive growth to continue through ...
NEGATIVE
sec_10k_mda
sec_filings
agent
NONE
NEGATIVE
 Executives: John Locke - VP, IR Joe Gorder - Chairman, President & CEO Mike Ciskowski - CFO Lane Riggs - EVP & COO Jay Browning - EVP & General Counsel Gary Simmons - SVP Supply, International Operations and Systems Optimization Jason Fraser - Vice President-Public Policy & Strategic Planning Rich Lashway - VP Logist...
POSITIVE
earnings_transcripts
earnings_calls
agent
Valero Energy
POSITIVE
n : Good morning. Thanks for taking my questions. The performance this quarter seem to take a rather meaningful hit, especially on a one-year basis. Could you maybe provide some color around what you think might have driven that? And any potential adjustments or actions you guys could be taken on the back of it? Rob Sh...
POSITIVE
earnings_transcripts
earnings_calls
agent
Ally Financial Inc.
POSITIVE
how do you see that trade-off playing, kind of impacting your backlog going forward? Steven J. Demetriou - Jacobs Engineering Group, Inc.: Yeah. I think the – look, all those things are items that we're very focused on and want to make sure we manage correctly. Clearly, when you shift from a multiyear cost restructurin...
POSITIVE
earnings_transcripts
earnings_calls
agent
General Electric Company
NEUTRAL
conditions, requiring letters of credit, prepayment requirements or collateral posting requirements. As 2011, 2010 and 2009 demonstrate, we have a history of investing more than 100% of our operating cash flow into capital development activities to grow our company and maximize value for our shareholders. Therefore, ne...
NEGATIVE
sec_10k_mda
sec_filings
agent
MARKET
NEGATIVE
 Operator : Good morning, everyone, and welcome to the CMS Energy 2024 Third Quarter Results. The earnings news release issued earlier today and the presentation used in this webcast are available on CMS Energy's website in the Investor Relations section. This call is being recorded. After the presentation, we'll cond...
POSITIVE
earnings_transcripts
earnings_calls
agent
Bank of America
POSITIVE
categories, most notably apparel, in the spring season. The declines were partially offset with a net sales increase across most categories in the holiday season, including intimate apparel and Pink, primarily driven by an improved merchandise assortment and a reduction of promotional activity. • At La Senza, net sale...
NEGATIVE
sec_10k_mda
sec_filings
agent
Consolidated Statement of
NEGATIVE
ITEM 7 MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS  EXECUTIVE SUMMARY FINANCIAL SUMMARY FOR 2016 (compared to 2015) § Total revenues increased $170.5 million, or 5%, to $3,592.7 million § Gross profit increased $143.3 million, or 17%, to $1,000.8 million § Aggregates segment s...
POSITIVE
sec_10k_mda
sec_filings
agent
Moody's Corp.
POSITIVE
um embedded in it. What came out in the PD is that, one, very importantly, they reiterated that while our insurance premiums are a cost of service, so customers will pay for that as part of their rate. They approved a number or an authorized revenue of about $460 million, which is actually, as it turns out sufficient o...
NEUTRAL
earnings_transcripts
earnings_calls
agent
Bank of America Corp.
NEUTRAL
 Executives: Julie Winter - STERIS Plc Michael J. Tokich - STERIS Plc Walter M. Rosebrough, Jr. - STERIS Plc Analysts : David L. Turkaly - JMP Securities LLC John Hsu - Raymond James & Associates, Inc. Matthew Mishan - KeyBanc Capital Markets, Inc. Isaac Ro - Goldman Sachs & Co. LLC David M. Stratton - Great Lakes Rev...
POSITIVE
earnings_transcripts
earnings_calls
agent
Goldman Sachs
POSITIVE
the relationship to the data lake. So we want assets that are in full heavy and can leverage our technology, our data lake, our delivery and our ingestion. And we think we've got ample commercial, as well as efficiency gains to be had from continuing down that path. The second thing we want to do is we want to be the c...
POSITIVE
earnings_transcripts
earnings_calls
agent
JPMorgan Chase
NEGATIVE
here. The amount of business we have or we’ll start to have in the U.S. is fairly nascent so we don’t believe it will have a material impact on us as we start to enter new markets and grow quite frankly where there hasn’t been a lot of growth in the past. So we see it as still a significant opportunity for us irrespect...
NEUTRAL
earnings_transcripts
earnings_calls
agent
NONE
NEUTRAL
 Operator : Good day and welcome to the Kimco Realty Third Quarter 2023 Earnings Conference Call. All participants will be in listen-only mode. [Operator Instructions] After today’s presentation, there will be an opportunity to ask questions. [Operator Instructions] Please note, this event is being recorded. I would n...
POSITIVE
earnings_transcripts
earnings_calls
agent
Kimco Realty
POSITIVE
urrently capacity constrained in its ability to sell receivables. However, if the Company elects to significantly increase the volume of receivables sold in the future or if the creditworthiness of the Company's customers declines, the Company could be capacity constrained in the future. Total sales of accounts receiva...
NEUTRAL
sec_10k_mda
sec_filings
agent
Adequate Internal Funding Resources The
POSITIVE
intrastate natural gas pipeline group-driven by higher operating and maintenance expenses, lower margins on natural gas processing activities, and lower margins on natural gas sales. The increase in expenses was driven by both higher pipeline integrity maintenance and unexpected repairs at the Markham storage facility...
NEUTRAL
sec_10k_mda
sec_filings
agent
MARKET
NEUTRAL
year. I also touched earlier on the spot market activity. The part that's most difficult to predict is just what short-term demand and spot market activity will be like, really for all of our services, but again, North America truckload is the largest. We don't know where that will go, but we're hopeful that we will s...
POSITIVE
earnings_transcripts
earnings_calls
agent
Ally Financial Inc.
POSITIVE
 Operator : Good morning, ladies and gentlemen, and thank you for standing by. Welcome to Keurig Dr. Pepper’s Second Quarter 2024 Earnings Call. All participants will be in listen-only mode. [Operator Instructions] This conference is being recorded and there will be a question and answer session at the end of the call...
POSITIVE
earnings_transcripts
earnings_calls
agent
Bank of America
NEUTRAL
utilization, I would say, we’ve certainly talked in our first quarter commentary of some of the utilization, depression that we saw. I would say that generally, we attributed that to COVID at that that. As you recall, we were seeing a much faster decline in COVID hospitalizations with this latest surge than we’ve seen ...
POSITIVE
earnings_transcripts
earnings_calls
agent
General Electric Company
NEGATIVE
rojects. The Company may also acquire land for future development purposes or sale. The Company expects to fund the development and predevelopment pipeline by using a combination of some or all of the following sources: its working capital, amounts available on its lines of credit, construction loans, net proceeds from...
NEGATIVE
sec_10k_mda
sec_filings
agent
MARKET
NEGATIVE
Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations This section generally discusses fiscal 2019 and 2018 items and year-over-year comparisons between 2019 and 2018. Discussions of 2017 items and year-to-year comparisons between 2018 and 2017 are not included herein. Refer to “...
POSITIVE
sec_10k_mda
sec_filings
agent
Overview Zebra Technologies
POSITIVE
and sale-leaseback criteria are met. For those leases that trigger specific build-to-suit accounting, developer assets are recorded during the construction period with an offsetting liability. Sale-leaseback transactions are recorded as financing lease obligations. We record tenant improvement allowances and rent holid...
NEUTRAL
sec_10k_mda
sec_filings
agent
Sale-leaseback transactions are
NEUTRAL
hat that addressable market is, we haven't really talked about that publicly. And don't -- quite honestly, don't spend a lot of time. We just -- our goal is to reach more and more new business customers and with a million customers in total and 16 million businesses in the U.S and Canada, we think there's a lot of oppo...
POSITIVE
earnings_transcripts
earnings_calls
agent
General Motors
POSITIVE
Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations Executive Overview The company designs, manufactures, packages, distributes and sells medical, surgical, diagnostic and patient care devices. The company sells a broad range of products to hospitals, individual healthcare prof...
NEGATIVE
sec_10k_mda
sec_filings
agent
ClearStream Technologies
NEGATIVE
ds for you, but broadly about the industry. Do you think that through the pandemic, with the growth of expansion of premium, growth of loyalty products and other shifts, do you think that there's a structural shift in the way airlines think about pricing and the consumer takes that price? Glen Hauenstein : Yes. I don't...
POSITIVE
earnings_transcripts
earnings_calls
agent
MARKET
POSITIVE
capital asset pricing model. RESULTS OF OUR IMPAIRMENT TESTS The results of our annual impairment tests for: § November 1, 2017 indicated that the fair values of all reporting units with goodwill substantially exceeded (in excess of 100%) their carrying values § November 1, 2016 indicated that the fair values of all r...
NEUTRAL
sec_10k_mda
sec_filings
agent
Ally Financial Inc.
NEUTRAL
as far as the breakdown of the components, we are not in none of the segments. Are we excluding a hockey stick kind of recovery? We're expecting stabilization, frankly, stabilization in -- if you look at Europe, for example, stabilization in European architectural demand, stabilization in refinish, but we're not expect...
POSITIVE
earnings_transcripts
earnings_calls
agent
NONE
POSITIVE
iness. And so when we see performance fees decline, as they did year-over-year, that has an impact on the margin. Secondly, we had higher contingent consideration fair value adjustments or non-core expense this quarter, which was related to the Citibanamex final payment. And we have higher intangible amortization. So i...
POSITIVE
earnings_transcripts
earnings_calls
agent
Citigroup
POSITIVE
backup a little bit and remind us what -- how are you currently going to market your hosting partners? And then, what's different about the new Azure solution that you're offering, relative to either product or pricing model? And just remind us are the hosting partners of that BYO [ph] -- by BYOL [ph] model for them a...
POSITIVE
earnings_transcripts
earnings_calls
agent
Goldman Sachs
POSITIVE
 Operator : Hello, and welcome to the Kroger Co. First Quarter Earnings Call. My name is Alex, and I'll be coordinating the call today. [Operator Instructions] I will now hand over to your host, Rob Quast, Director of Investor Relations. Over to you, Rob. Rob Quast : Good morning. Thank you for joining us for Kroger's...
POSITIVE
earnings_transcripts
earnings_calls
agent
Microsoft Corp.
POSITIVE
ITEM 7. MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS Management’s Discussion and Analysis of Financial Condition and Results of Operations (“MD&A”) is designed to provide a reader of Danaher’s financial statements with a narrative from the perspective of Company management. The ...
NEUTRAL
sec_10k_mda
sec_filings
agent
General Motors Company
NEGATIVE
eeping for Tammy. The $109 million hedge asset for 2018-2019 that you referenced in the press release, could you maybe break that down in terms of what's tied to 2018 specifically? Tammy Romo : Yes. For 2018, it's going to represent about $91 million of that of the $109 million that we reported in the press release. Ja...
POSITIVE
earnings_transcripts
earnings_calls
agent
NONE
POSITIVE
 Executives: Anastasia Minor - Investor Relations Peter Oleksiak - Senior Vice President and CFO Jeff Jewell - VP and Controller Mark Rolling - VP and Treasurer Analysts : Michael Weinstein - UBS Daniel Eggers - Credit Suisse Matt Tucker - KeyBanc Capital Markets Andrew Weisel - Macquarie Capital Shahriar Pourreza - G...
NEUTRAL
earnings_transcripts
earnings_calls
agent
DTE Energy
NEUTRAL
or anything to help us figure that out? MichaelDeWalt: Yeah, Joel and I've mentioned and I've said a lot earlier, but if we look back at '15 we had a lot more decline in the second half of the year than the first half of the year and that's because the first half of last year was helped by the size of the backlog, part...
NEGATIVE
earnings_transcripts
earnings_calls
agent
Joel Tiss
NEGATIVE
events. Accordingly, it is possible that upon the further development or resolution of a contingent matter, a significant charge could be recorded in a future period related to an existing contingent matter. For additional information, see Note 16 - Commitments, Contingencies and Other Items in the notes to the Consoli...
NEGATIVE
sec_10k_mda
sec_filings
agent
NONE
NEGATIVE
nown, something we can get to the system, and we are talking to potential interested parties. But this thing has got legs and it's got legs in neuroscience, it has got legs in oncology, it's anywhere that proteomic needed to be testing biomarkers this is the machine. As you know, the competition is out there in a multi...
POSITIVE
earnings_transcripts
earnings_calls
agent
NONE
POSITIVE
 Operator : Ladies and gentlemen, thank you for standing by and welcome to the SBA Fourth Quarter Results Call. At this time, all lines are in a listen-only mode. Later we will have a question-and-answer session. If you'd like to queue up for a question As a reminder, today's conference is being recorded. I'd now lik...
POSITIVE
earnings_transcripts
earnings_calls
agent
Goldman Sachs
POSITIVE
ealized gains and losses from sales and unrealized gains and losses from ongoing fair value changes of the Company’s holdings as well as from investments associated with certain employee deferred compensation and co-investment plans. Typically, there are no fee revenues from these investments. The sales restrictions on...
POSITIVE
sec_10k_mda
sec_filings
agent
Mutual fund distribution fees in the
POSITIVE
ter of 2017. Operating profit margin decreased to 19.0% of net revenues in 2017 from 20.4% of net revenues in 2016 as a result of increases in expenses including advertising and product development as a percentage of net revenues, as well as the negative margin impact of the Toys“R”Us bad debt expense in 2017. Foreign ...
NEGATIVE
sec_10k_mda
sec_filings
agent
In addition
NEGATIVE
 Operator : Good afternoon, and welcome to the Ross Stores' Third Quarter 2019 Earnings Release Conference Call. The call will begin with prepared comments by management followed by a question-and-answer session. [Operator Instructions] Before we get started, on behalf of Ross Stores, I would like to note that the com...
POSITIVE
earnings_transcripts
earnings_calls
agent
Ross Stores
POSITIVE
a $14 million decrease as a result of earnings sharing under the incentive regulation framework implemented in 2008, • a $15 million decrease due to an unfavorable decision from the OEB on unregulated storage revenues in 2008, and • an $8 million decrease from lower natural gas prices passed through to customers withou...
NEUTRAL
sec_10k_mda
sec_filings
agent
Natural Gas
NEUTRAL
 Operator : Welcome to Lennar's Third Quarter Earnings Conference Call. At this time, all participants are in a listen-only mode. After the presentation, we will conduct a question-and-answer session. Today's conference is being recorded. If you have any objections you may disconnect at this time. I will now turn the ...
POSITIVE
earnings_transcripts
earnings_calls
agent
Ford Motor Company
POSITIVE
 Executives: Kris Newton - VP of Investor Relations Tom Georgens - CEO Nick Noviello - CFO Analysts : Alex Kurtz - Sterne Agee Joe Wittine - Longbow Research Brent Bracelin - Pacific Crest Katy Huberty - Morgan Stanley Brian White - Cantor Fitzgerald Kaushik Roy - Wunderlich Srini Nandury - Summit Research Keith Bachm...
POSITIVE
earnings_transcripts
earnings_calls
agent
NetApp Inc.
POSITIVE
ator : Our next question comes from David Begleiter with Deutsche Bank. Please go ahead. David Begleiter : Thank you, good morning. Mark Rohr : Good morning, John. David Begleiter : Mark, on Acetate Tow, can you give us an update on any strategic options you’re pursuing here? And is that still a very high priority? Or ...
POSITIVE
earnings_transcripts
earnings_calls
agent
Morgan Stanley
POSITIVE
and our ability to further monetize our audience delivery on a prospective basis. These increases were partially offset by a $27 million decrease due to unfavorable changes in foreign currency exchange rates. Other revenues increased $11 million due primarily to $6 million recorded in connection with renegotiating our...
NEUTRAL
sec_10k_mda
sec_filings
agent
NONE
NEUTRAL
ules prior to January 1, 2011, no adjustments were made to rates under the fuel cost adjustment clause as long as fuel and purchased power costs were expected to be within a band of the costs embedded in current rates for the 12-month period ending December 31. If, however, annual fuel costs were expected to fall outsi...
NEUTRAL
sec_10k_mda
sec_filings
agent
General Electric Company
POSITIVE
epresent the tangible assets associated with the existing leases valued on a fair value basis at the acquisition date prorated over the remaining lease terms. The tenant improvements are classified as an asset under property and are depreciated over the remaining lease terms. Identifiable intangible assets and liabilit...
NEUTRAL
sec_10k_mda
sec_filings
agent
General Electric Company
NEUTRAL
e -- how is that trending? How is your outlook difference in terms of things that you see greater opportunities for and maybe areas where you don't see [indiscernible]? Thanks. Dan Schlanger : Yes, Jon, I'll take the first one. I'm not sure I got the full extent of your question. So if I don't answer it directly, we ju...
POSITIVE
earnings_transcripts
earnings_calls
agent
NONE
POSITIVE
below under the heading “Liquidity and Capital Resources.” RESULTS OF OPERATIONS Impacts of COVID-19 to Autodesk’s Business We are continuing to conduct business during the COVID-19 pandemic with substantial modifications to employee travel, employee work locations, and virtualization, postponement or cancellation of ...
NEUTRAL
sec_10k_mda
sec_filings
agent
customers
NEUTRAL
ITEM 7 - MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS Management’s Discussion and Analysis of Financial Condition and Results of Operations (MD&A) is intended to provide readers of our consolidated financial statements with the perspectives of management. This should allow the r...
NEGATIVE
sec_10k_mda
sec_filings
agent
Unless otherwise
NEGATIVE
 Executives: Michael Viola - SVP, IR Randall Stephenson - Chairman and CEO John Stephens - CFO Analysts : John Hodulik - UBS Phil Cusick - JP Morgan David Barden - Bank of America Merrill Lynch Mike McCormack - Jefferies Amir Rozwadowski - Barclays Simon Flannery - Morgan Stanley Brett Feldman - Goldman Sachs Operator...
POSITIVE
earnings_transcripts
earnings_calls
agent
AT&T
POSITIVE
 Executives: Leslie Kratcoski - VP, IR Nicholas Pinchuk - Chairman & CEO Aldo Pagliari - SVP Finance & CFO Analysts : Liam Burke - Wunderlich David Leiker - Baird David Kelley - Jefferies David MacGregor - Longbow Research Gary Prestopino - Barrington Research Richard Hilgert - Morningstar Operator : Good day and welc...
POSITIVE
earnings_transcripts
earnings_calls
agent
today
POSITIVE
 Operator : Good day, and thank you for standing by. Welcome to Third Quarter 2021 Earnings Conference Call. I would now like to hand the call over to your speaker today, Mr. Dennis McDaniel, Investor Relations Officer. Sir, you may proceed. Dennis McDaniel : Hello. This is Dennis McDaniel, Investor Relations Officer...
NEUTRAL
earnings_transcripts
earnings_calls
agent
Investor Relations Officer at Cincinnati Financial
NEUTRAL
 Operator : Good day, my name is Jericka, and I will be your conference operator today. At this time, I would like to welcome everyone to the Uber Q2 2019 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers’ remarks, there will be a question-and-answer sessi...
POSITIVE
earnings_transcripts
earnings_calls
agent
Uber Technologies Inc.
POSITIVE
re driven by retailer strategies. But I wouldn't say – again, I think, it's still, I think, constructive. And we feel good about where it is right now. But we're keeping a close eye on it, obviously. Steve Powers : Okay, thank you so much. Mike Hsu : Okay. Thanks Steve. Operator : Thank you. Our next question comes fro...
NEUTRAL
earnings_transcripts
earnings_calls
agent
Mike Hsu
NEUTRAL
ampaign is a refresh of what we had been running and it's really performing quite well. And I would also add on top of that, we're growing faster in unmeasured channels like e-commerce. It's just sort of great execution beyond just grocery and mass. So overall, we saw that 5% increase in volume also translates to 5% co...
POSITIVE
earnings_transcripts
earnings_calls
agent
Bank of America Corp.
POSITIVE
ue to strong organic sales in the toothpaste and the manual toothbrush categories. Net sales in North America increased 3.5% in 2013 to $3,072, driven by volume growth of 3.5%, while net selling prices and foreign exchange were flat. Organic sales in North America increased 3.5% in 2013. Operating profit in North Ameri...
NEUTRAL
sec_10k_mda
sec_filings
agent
General Electric Company
POSITIVE
otels throughout Australia have adversely impacted and are expected to continue to adversely impact commercial subscription revenues; however the Company has seen the gradual recovery of commercial subscribers which remains dependent on the easing of government restrictions and social distancing measures. As a result o...
NEGATIVE
sec_10k_mda
sec_filings
agent
MARKET
NEGATIVE
d to have it compete in our portfolio to move into manufacturing mode is definitely there. And so, really, what we're doing right now is just phasing our way in to the offtake commitments, and the infrastructure commitments that we need to make, and the time it takes to build those that is really driving the timing of ...
NEUTRAL
earnings_transcripts
earnings_calls
agent
Ally Financial Inc.
NEGATIVE
 Operator : Welcome to the Fourth Quarter 2023 Earnings Call. My name is Krista, and I'll be your conference operator for today's call. [Operator Instructions]. I will now turn the call over to Alicia Charity. Alicia, you may begin. Alicia Charity : Thank you, and good morning. Welcome to Ameriprise Financial's fourth...
POSITIVE
earnings_transcripts
earnings_calls
agent
NONE
POSITIVE