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01/11 04:45
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Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call presents a mixed picture. Positive elements include the announcement of a share buyback program, dividend increase, and expected growth in cloud bookings and free cash flow. However, concerns arise from the high tax rate, increased net interest expense, and inventory issues at Stuart Weitzman. The Q&A reveals optimism about future growth, but vague responses regarding specific targets and strategies create uncertainty. The overall sentiment is neutral, with balanced positive and negative factors.
The earnings call summary indicates positive financial performance with growth in cloud revenue, new bookings, and free cash flow, alongside a dividend increase and share buyback program. The Q&A section reveals optimism in strategic initiatives like AI and cybersecurity, despite some uncertainties in revenue mix and divestitures. Overall, the company's strategic moves and financial health suggest a positive outlook, leading to a prediction of a stock price increase between 2% to 8% over the next two weeks.
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.
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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.
