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"title": "Century Communities Inc (CCS) (Q1 2024) Earnings Call Transcript Highlights: Soaring Profits and Expanding Operations",
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"highlight": "Apr 24, 2024 / 09:00PM GMT\n\nOperator\n\n\n\nGood day and welcome to the <em>Century</em> <em>Communities</em> first-quarter earnings call. (Operator Instructions) Please note this event is being recorded. I would now like to turn the conference over to Mr. Tyler Langton. Please go ahead, sir.",
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"highlight": "Tyler Langton - <em>Century</em> <em>Communities</em> <em>Inc</em> - Senior Vice President of Investor Relations\n\n\n\nGood afternoon. Thank you for joining us today for <em>Century</em> <em>Communities</em> Earnings Conference Call for the First Quarter 2024.",
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"highlight": "Morgan\n\nAlex Barron - Housing Research Center\n\nOperator\n\nGood day, and welcome to <em>Century</em> <em>Communities</em>' First Quarter Earnings Call. All participants will be in a 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.",
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"highlight": "Thank you for joining us today for <em>Century</em> <em>Communities</em>' earnings conference call for the first quarter of 2024.\n\nBefore the call begins, I would like to remind everyone that certain statements made during this call may constitute forward-looking statements.",
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"highlight": "The higher ASP in the <em>century</em> <em>communities</em> had a bigger percentage as a result that affected our overall average sales price.\n\nAndrew Hassen\n\nGot it. I appreciate that explanation.",
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"highlight": "Fontan - Executive VP & CFO, <em>Entergy</em> <em>Corporation</em>) Yes, from a capital plan, we did get $1.9 billion approved. We had $900 million through this outlook period. Of the $1.9 billion approved, about $1.5 billion of that is in that same 3-year period. So that's an increment of about $700 million for Louisiana.",
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"highlight": "West - Group President of Utility Operations, <em>Entergy</em> <em>Corporation</em>) It's Rod. I think I can say, look, 5 weeks ago, we suspended the procedural schedule to facilitate settlement. If you think about the date of May 21, when staff and intervenor testimonies do, in the next 3 weeks, I think it's reasonable to assume that 1 of 3 things will happen.",
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"highlight": "West - Group President of Utility Operations, <em>Entergy</em> <em>Corporation</em>) This is Rod. I can touch on that and certainly Kimberly can follow. But beyond the AWS transaction in Mississippi, we're continuing to see significant interest in the data center sectors, both hyperscale as well as colocation in Arkansas, Louisiana and Mississippi.",
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"highlight": "Fontan - Executive VP & CFO, <em>Entergy</em> <em>Corporation</em>) Yes. Thanks for the question, Nick. When you think about the Mississippi Data Center, it ramps up over time. So you're not going to see a lot of that in the 3-year outlook period. We can talk more about what that means over the 5 years that Drew referenced at the Analyst Day.",
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"highlight": "West - Group President of Utility Operations, <em>Entergy</em> <em>Corporation</em>) Yes. It's Rod again. We're going to make that filing in the second quarter.",
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"highlight": "Fontan - Executive VP & CFO, <em>Entergy</em> <em>Corporation</em>) Yes, from a capital plan, we did get $1.9 billion approved. We had $900 million through this outlook period. Of the $1.9 billion approved, about $1.5 billion of that is in that same 3-year period. So that's an increment of about $700 million for Louisiana.",
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"highlight": "Fontan - Executive VP & CFO, <em>Entergy</em> <em>Corporation</em>) Yes. Thanks for the question, Nick. When you think about the Mississippi Data Center, it ramps up over time. So you're not going to see a lot of that in the 3-year outlook period. We can talk more about what that means over the 5 years that Drew referenced at the Analyst Day.",
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"highlight": "Wenzel, <em>Synchrony</em> <em>Financial</em> - Executive VP & CFO: Yes. Thanks for the question, Ryan. So again, I think we have been somewhat clear that we believe charge-offs when you look at the delinquency trend as we entered into 2024 that charge-offs will peak in the first half of the year and decline.",
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"highlight": "Doubles, <em>Synchrony</em> <em>Financial</em> - President, CEO & Director: Yes, Sanjay, maybe I'll start on this and then pass it to Brian. I mean, look, I think generally, we're pretty pleased with the growth that we're seeing in the business. I think the consumer is still in good shape. Obviously, the job market is very strong, that's helping.",
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"highlight": "Doubles, <em>Synchrony</em> <em>Financial</em> - President, CEO & Director: Yes, we do. We track it by partner. We look at the penetration rate, sales on our card versus other products. I'll tell you, generally, we're very pleased that inside of the majority of our partner programs that we're gaining share.",
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"highlight": "Doubles, <em>Synchrony</em> <em>Financial</em> - President, CEO & Director: Well, I definitely think that's an underappreciated part of our business model. I think people tend to focus on the large partner programs, but we do -- we serve hundreds of thousands of providers and small- to medium-sized businesses. And sometimes that gets lost a little bit.",
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"highlight": "Apr 24, 2024 / 09:00PM GMT\n\nOperator\n\n\n\nGood afternoon, and welcome to <em>PennyMac</em> <em>Financial</em> <em>Services</em> Inc's first-quarter 2024 earnings call. Additional earnings materials, including presentation slides that will be referred to in this call are available on PennyMac Financial's website at PFSI. dot PennyMac.com.",
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"highlight": "David Spector - <em>PennyMac</em> <em>Financial</em> <em>Services</em> <em>Inc</em> - Chairman of the Board, Chief Executive Officer\n\n\n\nThank you, operator. Good afternoon, and thank you to everyone for participating in our first quarter earnings call. PFSI. reported net income of $39 million and an",
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"snippet": "IBM earnings call for the period ending March 31, 2024.\n\nInternational Business Machines (IBM 1.05%)\n\nQ1 2024 Earnings Call\n\n, 5:00 p.m. ET\n\nContents:\n\nPrepared...",
"url": "https://www.fool.com/earnings/call-transcripts/2024/04/24/international-business-machines-ibm-q1-2024-earnin/",
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"highlight": "<em>IBM</em> earnings call for the period ending March 31, 2024.\n\n<em>International</em> <em>Business</em> <em>Machines</em> (<em>IBM</em> 1.05%)\n\nQ1 2024 Earnings Call\n\n, 5:00 p.m. ET\n\nContents:\n\nPrepared Remarks\n\nQuestions and Answers\n\nCall Participants\n\nPrepared Remarks:\n\nOperator\n\nWelcome, and thank you for standing by. At this time, all participants are in a listen-only mode.",
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"highlight": "Before we get into more detail on the quarter, let me address the announcement of our agreement to acquire HashiCorp, a company we have partnered with for a long time and believe is a tremendous strategic fit with <em>IBM</em>.",
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"highlight": "We see multiple drivers of product synergies within <em>IBM</em> and accelerating growth for HashiCorp.\n\nProduct synergies span across multiple strategic growth areas for <em>IBM</em>, including Red Hat, watsonx, data security, IT automation, and consulting.",
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"highlight": "This includes both <em>IBM</em> Granite models and third-party models, giving our clients variety, as well as the efficiency and focus on enterprise domains that <em>IBM</em> brings. We have leveraged watsonx to build AI assistance through our software portfolio. Our consultants are helping clients navigate the AI landscape.",
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"highlight": "As AI becomes widely adopted, <em>IBM</em> Z is uniquely advantaged. We believe a lot of AI inferencing will happen where the data is for security, efficiency, and latency reasons.",
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"highlight": "We believe that <em>IBM</em> with Red Hat can be a key driver of open-source AI. As you know, we have done a lot of work with AI models and recently released a family of state-of-the-art open-source code models from our Granite series.",
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"highlight": "Red Hat and <em>IBM</em> also recently launched Instruct Lab to evolve and improve AI models through incremental community contributions, much like open-source software. This open strategy is resonating around the world.",
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"highlight": "Within hybrid infrastructure, growth was broad-based with strong demand from our hardware offerings across <em>IBM</em> Z, power, and storage.\n\nIn <em>IBM</em> Z, revenue was up 5% in the eighth quarter of z16 product availability. Now two years in, this product cycle continues to resonate with clients and surpass z15 revenue performance.",
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"highlight": "Now, let me bring it back to the <em>IBM</em> level to wrap up. More than two years into our midterm model, we are a more focused business that has delivered sustained revenue and free cash flow growth.",
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"highlight": "All of the <em>IBM</em> revenue synergies around Red Hat, around data security, around watsonx, around consulting and IT automation are all upside potential.\n\nSo, let's talk and conclude on the cost synergy. Cost synergies are where you would fully expect. <em>IBM</em> runs a global operations in 175 countries. We run a very disciplined, G&A efficient structure.",
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"highlight": "<em>International</em> <em>Business</em> <em>Machines</em> (<em>IBM</em>) Q1 2024 Earnings Call Transcript",
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"highlight": "In fact, just this quarter, we partnered with <em>Microsoft</em> to bring Apptio to Azure and will co-sell to our joint customers. And <em>Microsoft</em> has agreed to adopt Apptio's capabilities in parts of their organization. Our revenue performance continues to reflect growth in our high value recurring revenue base.",
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"highlight": "Expanding upon our partnerships, we are leveraging <em>Microsoft</em> Copilot to drive productivity for our clients. Just as we quickly ramped a meaningful book of business around Red Hat to address the hybrid cloud opportunity, we are ahead of pace at this stage with our generative AI book of business.",
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"highlight": "This quarter, we've progressed strategic partnerships with a number of industry leaders, consulting joint forces with <em>NVIDIA</em> to accelerate clients' AI journeys. ServiceNow will embed watsonx AI capabilities into the ServiceNow platform to accelerate enterprise digital transformation.",
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"highlight": "Operator\n\nOur next question comes from Erik Woodring with <em>Morgan</em> <em>Stanley</em>. Please state your question.\n\nErik Woodring -- <em>Morgan</em> <em>Stanley</em> -- Analyst\n\nGreat, thank you very much for taking my question. Arvind, maybe this one's for you.",
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"highlight": "Investor Relations\n\nArvind Krishna -- Chairman and Chief Executive Officer\n\nJim Kavanaugh -- Senior Vice President and Chief Financial Officer\n\nAmit Daryanani -- Evercore ISI -- Analyst\n\nWamsi Mohan -- Bank of America Merrill Lynch -- Analyst\n\nToni Sacconaghi -- AllianceBernstein -- Analyst\n\nBen Reitzes -- Melius Research -- Analyst\n\nErik Woodring -- <em>Morgan</em>",
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"highlight": "<em>Stanley</em> -- Analyst\n\nBrent Thill -- Jefferies -- Analyst\n\nBrian Essex -- JPMorgan Chase and Company -- Analyst\n\nMatt Swanson -- RBC Capital Markets -- Analyst\n\nMore IBM analysis\n\nAll earnings call transcripts",
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"snippet": "Release Date: April 24, 2024\n\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.\n\nQ & A Highlights\n\nQ: Congrat...",
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"title": "Boeing Co (BA) (Q1 2024) Earnings Call Transcript Highlights: Navigating Challenges and Planning for Recovery",
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"highlight": "Calhoun - <em>The</em> <em>Boeing</em> <em>Company</em> - President, CEO & Director: It is going to stay sporadic through 2Q. The real pivot for us is the number of clean fuselages we get out of Spirit with the new inspection protocols. It started slow.",
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"highlight": "Calhoun - <em>The</em> <em>Boeing</em> <em>Company</em> - President, CEO & Director: We do. Spirit's committed to it. I think the acquisition of Spirit will factor in significantly into that prospect. Clean fuselages in Spirit and in Wichita and fix on all those nonconformances will reduce their cycle and improve their output.",
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"highlight": "West - <em>The</em> <em>Boeing</em> <em>Company</em> - Executive VP of Finance & CFO: Cai, I'll take that one. Why don't we talk about in the context of 737 overall margins? The program booked about 300 basis points of impact in the quarter.",
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"highlight": "West - <em>The</em> <em>Boeing</em> <em>Company</em> - Executive VP of Finance & CFO: Thanks, Seth. First and foremost, I remind everyone that we do have $17 billion of liquidity today, comprised of the cash on hand as well as our credit lines.",
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"highlight": "Calhoun - <em>The</em> <em>Boeing</em> <em>Company</em> - President, CEO & Director: It is going to stay sporadic through 2Q. The real pivot for us is the number of clean fuselages we get out of Spirit with the new inspection protocols. It started slow.",
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"highlight": "Calhoun - <em>The</em> <em>Boeing</em> <em>Company</em> - President, CEO & Director: We do. Spirit's committed to it. I think the acquisition of Spirit will factor in significantly into that prospect. Clean fuselages in Spirit and in Wichita and fix on all those nonconformances will reduce their cycle and improve their output.",
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"highlight": "West - <em>The</em> <em>Boeing</em> <em>Company</em> - Executive VP of Finance & CFO: Thanks, Seth. First and foremost, I remind everyone that we do have $17 billion of liquidity today, comprised of the cash on hand as well as our credit lines.",
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"snippet": "Apr 24, 2024 / 08:30PM GMT\n\nOperator\n\n\n\nGood afternoon. My name is John, and I'll be your conference operator today. At this time, I would like to welcome every...",
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"highlight": "Miller - <em>Knight</em>-<em>Swift</em> <em>Transportation</em> <em>Holdings</em> <em>Inc</em>. - CEO & Director\n\n\n\nThank you, John, and good afternoon, everyone, and thank you for joining our first quarter 2024 earnings call. Today, we plan to discuss topics related to the results of the quarter, current market conditions and our earnings guidance.",
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"title": "Central Pacific Financial Corp (CPF) (Q1 2024) Earnings Call Transcript Highlights: Key Financial Metrics and Strategic Insights",
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"snippet": "Release Date: April 24, 2024\n\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.\n\nQ & A Highlights\n\nQ: Could y...",
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"snippet": "Release Date: April 24, 2024\n\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.\n\nQ & A Highlights\n\nQ: Can you...",
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"highlight": "Weinberg, Chairman & CEO of <em>Evercore</em> <em>Inc</em>., noted that the sponsor community is showing a renewed intensity and intention to push forward with transactions despite the high-interest rate environment. He highlighted the significant amount of dry powder available, approximately $3.8 trillion, which is motivating sponsors to be more active.",
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"highlight": "Q: How is <em>Evercore</em> handling the non-compensation expense ratio in comparison to pre-COVID levels, and what are the expectations moving forward?\n\nA: Timothy Gilbert LaLonde, Senior MD & CFO, explained that while non-compensation expenses have increased, they are generally in line with the growth in employee headcount.",
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"title": "Artisan Partners Asset Management Inc (APAM) Q1 2024 Earnings Call Transcript Highlights: Strategic Insights and Financial Growth",
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"snippet": "Release Date: April 24, 2024\n\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.\n\nQ & A Highlights\n\nQ: Can you...",
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"highlight": "Loeb - <em>EastGroup</em> <em>Properties</em>, <em>Inc</em>. - President, CEO & Director: The resiliency in the industrial sector remains strong, influenced by a combination of interest rates and global unrest. Short-term decisions, like retail, are holding up well due to consumer strength.",
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"highlight": "Loeb - <em>EastGroup</em> <em>Properties</em>, <em>Inc</em>. - President, CEO & Director: Acquisition opportunities have increased, particularly for properties that can close quickly. Cap rates for acquisitions are competitive, especially for portfolios, with rates below 5%. Our acquisition cap rates have been around 6.25% to 6.5%, compared to development yields around 7%.",
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"highlight": "Loeb - <em>EastGroup</em> <em>Properties</em>, <em>Inc</em>. - President, CEO & Director: The leasing volume in Q1 was robust, slightly higher than the previous year, and we expect this trend to continue into Q2. The decision-making process has slowed, affecting the pace of leasing, but the volume remains healthy.",
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"highlight": "Loeb - <em>EastGroup</em> <em>Properties</em>, <em>Inc</em>. - President, CEO & Director: The market is expected to tighten due to a significant drop in industrial starts over the past quarters. This reduction in new supply, assuming steady demand, should lead to tighter market conditions and opportunities to push rents and pursue development.",
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