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Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call summary and Q&A indicate strong financial performance, successful partnerships, and optimistic guidance. Management expressed excitement about new ventures, particularly in Asia and private credit, and highlighted margin expansion and cost savings. Despite some unclear responses, the overall sentiment is positive, with strategic plans and partnerships likely to boost stock price by 2% to 8%.
The earnings call summary indicates strong financial performance with a 20% YoY increase in fee-eligible assets and a 10% rise in earnings per unit. The Q&A section reveals positive developments, like the partnership with Pacific Life, and a focus on scalable M&A opportunities. Despite some uncertainties in guidance, the company's robust AUM growth, strategic partnerships, and optimistic outlook for flagship strategies suggest a positive stock price movement over the next two weeks.
The earnings call highlights strong financial performance, with EPS beating expectations, increased performance fees, and improved margins. Despite a slight decline in net revenues, operating expenses decreased significantly. The Q&A section reveals confidence in long-term prospects, with no significant risks highlighted. The market cap suggests moderate price movement, leading to a positive prediction of 2% to 8%.
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.