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01/11 16:15
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Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call presents a mix of positive and neutral factors. Financial performance shows modest growth in NOI, AFFO, and FFO, but increased G&A expenses and decreased interest coverage ratio raise concerns. The Q&A section reveals no significant financial distress among retailers, but management's vague responses on future plans and rent escalations may cause uncertainty. The company's market cap suggests moderate stock movement. Overall, the neutral sentiment reflects balanced positive financial performance and uncertainties in operational and strategic areas.
The earnings call revealed mixed results: positive growth in paid subscribers and improved gross margins, but declining accessories revenue and concerns over tariffs impacting future margins. The Q&A highlighted optimism for Q4 but cautiousness due to tariffs. The company's strong financial performance is overshadowed by tariff uncertainties and declining cash from operations. With a market cap of approximately $1.28 billion, the stock may experience limited movement, resulting in a neutral outlook (-2% to 2%).
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.
