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IREN Limited (IREN) Q3 2026 Earnings Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Q3: 2026-05-07 Earnings Summary

EPS of -$0.16 beats by $0.18

 | Revenue of $144.80M (-2.23% Y/Y) misses by $74.23M

IREN Limited (IREN) Q3 2026 Earnings Call May 7, 2026 5:00 PM EDT

Company Participants

Mike Power
Daniel Roberts – Co-Founder, Co-CEO & Executive Director
Anthony Lewis – Chief Financial Officer
Kent Draper – Chief Commercial Officer

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Conference Call Participants

Michael Ng – Goldman Sachs Group, Inc., Research Division
Paul Golding – Macquarie Research
Brett Knoblauch – Cantor Fitzgerald & Co., Research Division
Nick Giles – B. Riley Securities, Inc., Research Division
Michael Donovan – Compass Point Research & Trading, LLC, Research Division
Austin Bohlig – Needham & Company, LLC, Research Division
Joseph Vafi – Canaccord Genuity Corp., Research Division
Benjamin Sommers – BTIG, LLC, Research Division

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Presentation

Operator

Good day, and thank you for standing by. Welcome to IREN Q3 FY ’26 Results. [Operator Instructions] Please be advised that today’s conference is being recorded.

I would now like to hand the conference over to your first speaker today, Mike Power, Vice President of Investor Relations. Please go ahead.

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Mike Power

Thank you, operator. Good afternoon, and welcome to IREN’s Q3 FY 2026 Results Presentation, and thank you for your patience as we get assembled. I’m Mike Power, VP of Investor Relations. And with me on the call today are Daniel Roberts, Co-Founder and Co-CEO; Anthony Lewis, CFO; and Kent Draper, Chief Commercial Officer.

Before we begin, please note that this call is being webcast live with an accompanying presentation. For those dialed in by phone, you can elect to ask a question through the moderator after our prepared remarks. I would like to remind everyone that certain statements made during this call may constitute forward-looking statements. Those statements are based on current expectations and assumptions, and are subject to risks and uncertainties that could cause actual results to differ materially. Please refer to Slide 2 of the accompanying presentation and our SEC filings for more information.

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Gibraltar Industries, Inc. 2026 Q1 – Results – Earnings Call Presentation (NASDAQ:ROCK) 2026-05-09

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Q1: 2026-05-07 Earnings Summary

EPS of $0.45 misses by $0.03

 | Revenue of $356.29M (22.85% Y/Y) beats by $6.14M

This article was written by

Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team

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US, Iran no closer to ending war as Qatari tanker sails toward Strait of Hormuz

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US, Iran no closer to ending war as Gulf clashes flare 


US, Iran no closer to ending war as Qatari tanker sails toward Strait of Hormuz

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At least 11 in Miami area injured by ’possible’ boat explosion, officials say

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Israel built and defended a secret base in Iraq for Iran war, WSJ reports

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Pro-life diaper company CEO says women are being told to fear pregnancy

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Pro-life diaper company CEO says women are being told to fear pregnancy

EXCLUSIVE: As the Supreme Court weighs access to the abortion pill mifepristone, EveryLife founder and CEO Sarah Gabel Seifert says women are not being told the full truth about pregnancy and motherhood.

Seifert, whose pro-life diaper company launched a new “ReThink Pregnancy” campaign ahead of Mother’s Day, told FOX Business in an exclusive on-camera interview that the abortion pill debate reflects a broader cultural message shaping how women view pregnancy.

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“I would say one of the biggest lies that women are told is that they should completely fear pregnancy,” Seifert said.

She argued that young women are increasingly being taught to see pregnancy as something to avoid rather than understand.

COSTCO WILL NOT SELL ABORTION PILL AT US PHARMACIES; DECISION HAILED AS ‘SIGNIFICANT WIN’ BY ACTIVIST GROUPS

Sarah Gabel Seifert holding a smiling young child

EveryLife founder and CEO Sarah Gabel Seifert holds her daughter in a promotional image provided by the company. (Courtesy of EveryLife / Unknown)

“It’s so unfortunate that today culture is telling women that pregnancy and motherhood is something to run away from, to avoid,” she said.

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Her comments come as the high court considers whether to allow restrictions on mifepristone to remain in place after a lower court ruling reinstated an in-person dispensing requirement for the drug.

Seifert criticized how abortion pills are being discussed and distributed, particularly when used without direct medical oversight.

DEMOCRATS ARE TRYING TO DELEGITIMIZE THE SUPREME COURT: MARTHA MACCALLUM

People holding

Participants hold “Make More Babies” signs during a pro-life demonstration in Washington, D.C., with the U.S. Capitol in the background. (Courtesy of EveryLife / Unknown)

“It’s really unfortunate what’s happening with the abortion pill debate right now, because what’s happened for young people today is that they’re being told that this medication is acceptable to take in your home alone without seeking medical advice and going to see a doctor to confirm with an ultrasound that you do indeed have a viable pregnancy,” Seifert said.

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She added that such situations can leave women vulnerable.

“If we actually cared about women and their health, then we would not be wanting to put them in such a vulnerable state,” she said. “And so the more that we can be fighting against the abortion pill being distributed, especially via mail, the better off women are going to be and the better off our society is going to be.”

Recent filings before the Supreme Court have raised similar concerns. In an amicus brief led by Republican lawmakers, including Sen. Bill Cassidy and House Speaker Mike Johnson, more than 100 lawmakers argued that expanded access to mifepristone by mail has increased the risk of coercion and reduced medical oversight.

WOMAN MISTAKENLY GIVEN ABORTION MEDICATION BY CVS INSTEAD OF IVF HORMONES: ‘THEY JUST KILLED MY BABY’

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Boxes of EveryLife diapers stacked with packaged diapers in front

EveryLife diapers are shown packaged for distribution. The company says it provides baby products to families and supports pregnancy resource centers nationwide. (Courtesy of EveryLife / Unknown)

The brief cites alleged cases in which women were pressured or unknowingly given abortion pills obtained online, arguing that in-person requirements could help prevent abuse and better protect patients. Lawmakers are urging the Supreme Court to reinstate in-person dispensing requirements while the case proceeds.

Seifert framed her argument as part of a larger cultural shift, saying messaging around pregnancy, marriage and family has long-term consequences.

“When we have fear, that is the leading message to young women today around getting married, around having children, it’s going to cause a culture to not prioritize the things that actually leave a legacy here in this world,” she said.

TRUMP ADMIN TO BEGIN REFUNDING $166B TO BUSINESSES IN WAKE OF SUPREME COURT DECISION

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EveryLife diaper package and baby wipes displayed on a table

EveryLife diapers and wipes are displayed as part of the company’s direct-to-consumer product line. (Courtesy of EveryLife / Unknown)

EveryLife, which Seifert founded in 2023, sells diapers and baby products directly to consumers and supports pregnancy resource centers nationwide by providing essential supplies to families in need. The company has also donated millions of diapers to those centers, according to Seifert.

Seifert said her campaign aims to counter that narrative by encouraging women to see pregnancy differently.

“For so long, culture has said that pregnancy is something to fear. It’s something to avoid. It’s something that will cause a setback in your life,” she said. “And what we’re saying at EveryLife and AAPLOG is quite the opposite. That pregnancy is a blessing, that it is a benefit to your body, and that it’s something to embrace and something to get excited for.”

She described motherhood as a uniquely important role.

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“The reality is I can be replaced, you could be replaced. Women can be replaced in the workforce at any moment in time,” Seifert said. “But the one role that is irreplaceable is being a mother.”

Seifert also characterized pregnancy as an empowering experience.

“What we’re saying at EveryLife is that we should embrace that reality because I believe that pregnancy and being a mother is our superpower,” she said. “Women and mothers are superheroes.”

The ReThink Pregnancy campaign, launched in partnership with the American Association of Pro-Life Obstetricians and Gynecologists, highlights scientific and personal perspectives about pregnancy that organizers say are often missing from mainstream discussions.

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Seifert said the campaign also seeks to reframe common perceptions about pregnancy-related changes.

“If we actually realize that what’s happening is our brain is rewiring, that our brain is actually enlarging in a lot of ways to be able to take on more empathy, to be able to take more responsibilities for this new child that is growing in our womb, we begin to see it as a blessing,” she said.

Seifert said she believes declining birthrates are another reason the conversation matters.

“We need to see more children in the United States of America,” she said. “I know we’re about to celebrate 250 years as a country and I want to see another 250 years.”

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Asked what she would say to a woman afraid of becoming a mother, Seifert said she would encourage her to examine that fear.

“When you really start to think about fear and you assess where it’s coming from, you start to realize that when you’re in fear, it’s hard to see right from wrong,” she said.

She closed with a message to mothers.

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“Life is a gift. Being a mother is one of the greatest roles in the entire world,” Seifert said. “A lot of times, it goes unseen. But I do hope today that every mother out there listening feels loved, feels seen, and knows that the work that they’re doing is so vital.”

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Magyar sworn in as Hungary’s prime minister on promises of change

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Which AI Chip Stock to Buy in 2026 as Battle Intensifies

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Amazon Recalls 500,000+ Products Over Deadly Safety Risks — Here's

NEW YORK — As the artificial intelligence boom reshapes the semiconductor industry in 2026, investors face a clear choice between NVIDIA Corp. and Intel Corp.: the undisputed leader in AI accelerators versus a struggling giant attempting a high-stakes turnaround. While both companies are central to the future of computing, NVIDIA remains the overwhelming favorite among analysts for its explosive growth, dominant market position and proven ability to monetize the AI supercycle, making it the stronger buy for most portfolios this year.

NVIDIA shares have continued their remarkable run, recently trading near $215 after multiple splits and years of outsized gains. The company’s data-center revenue, powered by its H100, H200 and Blackwell GPUs, has more than doubled year-over-year, with gross margins staying exceptionally high. Analysts project NVIDIA could generate well over $100 billion in revenue in fiscal 2026, driven by insatiable demand for AI training and inference chips from hyperscalers and enterprises alike.

Intel, by contrast, has shown signs of life with recent rallies but continues to lag far behind. Shares have been volatile around the $120–$125 level after a sharp recovery from multi-year lows. The company is investing billions in new process technologies and its foundry business, but execution delays, lost CPU market share and slower AI accelerator progress have kept investors cautious. First-quarter results showed improvement, yet Intel still trails NVIDIA dramatically in the high-growth AI segment.

NVIDIA’s Dominance in AI Infrastructure

NVIDIA’s moat in AI is formidable. Its CUDA software platform creates massive switching costs, while its full-stack offerings — chips, networking, software and systems — give it an edge competitors struggle to match. CEO Jensen Huang has described the current era as the “AI industrial revolution,” with data-center revenue expected to remain the primary growth engine for years. Analysts at firms like Goldman Sachs and Piper Sandler have raised price targets, citing sustained capital expenditure by cloud providers and broadening AI adoption across industries.

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The company’s recent Blackwell architecture launch has generated strong pre-orders, and supply constraints continue to support premium pricing. NVIDIA’s diversification into automotive, robotics and professional visualization provides additional stability, but AI remains the clear focus. Forward growth estimates remain robust, with many analysts forecasting 40%+ annual revenue increases through the end of the decade.

Intel’s Turnaround Efforts Face Steep Challenges

Intel is attempting one of the most ambitious corporate repositionings in tech history. Under CEO Pat Gelsinger, the company has split into product and foundry units, secured CHIPS Act funding and invested heavily in new fabs. Recent Gaudi 3 AI accelerators have shown promise on cost-per-performance metrics, and the 18A process node is expected to enter production later this year.

However, Intel continues to lose ground in both traditional CPUs and the exploding AI market. Market share erosion to AMD and NVIDIA has pressured margins, and the foundry business is still burning cash as it ramps. While some analysts see long-term potential if execution improves, most view Intel as a higher-risk recovery story compared with NVIDIA’s proven momentum.

Direct Comparison: Growth, Valuation and Risks

NVIDIA trades at a premium valuation but justifies it with superior growth rates and market leadership. Intel appears cheaper on traditional metrics yet carries higher execution risk and slower near-term growth. Analysts generally favor NVIDIA for its clearer path to sustained high-teens or low-20s percentage earnings growth, while Intel is seen as a value play that could deliver strong returns only if its turnaround succeeds.

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Both companies face macroeconomic and geopolitical risks, including potential AI spending slowdowns, trade tensions and energy costs for data centers. NVIDIA’s customer concentration with a handful of hyperscalers is a notable risk, though its technology lead mitigates this. Intel’s heavy capital expenditure and slower AI progress make it more vulnerable to near-term disappointment.

Analyst Consensus and Investor Considerations

Wall Street remains overwhelmingly bullish on NVIDIA, with nearly all major firms rating it Buy or Strong Buy. Intel receives more mixed views, with some analysts seeing recovery potential and others remaining skeptical. For growth-oriented investors, NVIDIA offers purer exposure to the AI megatrend. For value-focused or contrarian investors, Intel may appeal as a deeply discounted turnaround candidate, though with considerably higher risk.

Long-term, both companies are expected to benefit from the broader AI wave, but NVIDIA’s first-mover advantage and ecosystem lock-in give it a structural edge. Investors should consider portfolio allocation, risk tolerance and time horizon. Those seeking high-beta AI exposure will lean heavily toward NVIDIA, while more conservative accounts may prefer a smaller position in Intel as a diversified semiconductor holding.

Broader Market Context

The semiconductor sector in 2026 continues to be defined by the AI buildout. NVIDIA’s performance has become a bellwether for the entire industry, with its results often moving the Nasdaq and influencing sentiment toward peers. Intel’s turnaround is closely watched as a test of whether legacy U.S. chipmakers can successfully compete in the new AI era.

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For individual investors, the choice between the two comes down to conviction in the pace and breadth of AI adoption. If the current momentum persists, NVIDIA appears best positioned to deliver superior returns. Intel offers a higher-risk, higher-reward recovery story that could pay off handsomely if management hits key milestones.

As 2026 progresses, quarterly results from both companies will be scrutinized for signs of sustained AI demand and execution progress. NVIDIA’s ability to maintain its leadership and Intel’s success in narrowing the gap will shape the semiconductor landscape for years to come. For now, the consensus among analysts and investors favors NVIDIA as the clearer and lower-risk way to participate in the AI revolution.

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Lagardere SA (LGDDF) Shareholder/Analyst Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Lagardere SA (LGDDF) Shareholder/Analyst Call May 5, 2026 3:30 AM EDT

Company Participants

Arnaud Lagardère – Chairman & CEO
Pauline Hauwel – General Secretary
Maxime Saada
Gregoire Castaing – Deputy Chief Executive Officer
Céline Soubranne
Pauline Hauwel
Valerie Hortefeux
Véronique Morali
Ariane Bucaille
Frédéric Chevalier
Jean-Christophe Thiery – CEO & Chairman
Constance Benqué – Chief Executive Officer

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Presentation

Arnaud Lagardère
Chairman & CEO

Good morning, everyone, and welcome to this Casino de Paris, you know that this is a moment that is actually part of our portfolio with Jérôme Langlet, who is somewhere here as well. We have 3 areas. You will actually be able to see that this is such a beautiful place. [Foreign Language] I’m going to be giving the floor to Pauline straight away, who will be opening up the assembly, and then I will be speaking to you afterwards, we can talk about how 2025 will look into the rearview mirror. And then we will have a surprise in the middle. Pauline, over to you.

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Pauline Hauwel
General Secretary

Thank you very much, Arnaud. Ladies and gentlemen, we are here at the Casino de Paris for the meeting. This is here with Mr. Arnaud Lagardere, the interpreter and — we have got different in accordance with the scrutineers the 2 shareholders present holding the highest number of votes which is represented by Mr. Jean-Christophe Thiery, Chairman and Chief Executive Officer; and ] Securities and Corporate law. I will — in accordance with the appointment of the Chairman and the scrutineers, I should act as Secretary to this meeting. The provisional attendance figures were finalized a few minutes ago, and I will share them with you before we go to voting, and these are going to be definitive. Here, we’ve got 1,700 shareholders, and we’re coming to 132,367, which means that we’ve got 92.7%. You can see that quorum is exceeded because we need to have at least .

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Fidelity National Info earnings beat by $0.07, revenue topped estimates

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Dexterra Group Inc. (DXT:CA) Q1 2026 Earnings Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Operator

Hello, and thank you for standing by. My name is John, and I will be your conference operator today. At this time, I would like to welcome everyone to the Dexterra Group, Inc. First Quarter 2026 Results Conference Call. [Operator Instructions] As a reminder, this call is being recorded. I would now like to turn the conference over to Denise Achonu, Chief Financial Officer. Please go ahead. Thank you, John.

Denise Achonu
Chief Financial Officer

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Good morning, and thank you to everyone for joining the call. My name is Denise Achonu, Chief Financial Officer of Dexterra Group Inc. With me on the call today are Mark Becker, our CEO; and our Board Chair, Bill McFarland, who will provide some brief introductory comments. After a brief presentation, we will take questions with the call ending by 9:15 Eastern Time. We will be commenting on our Q1 2026 results with the assumption that you have read the Q1 2026 earnings press release, MD&A and financial statements. The slide presentation, which supports today’s comments is posted on our website, and we encourage participants to access the slides and follow along with our presentation.

Before we begin, I would like to make some comments about forward-looking information. In yesterday’s news release and on Slide 2 of the presentation we have posted on our website, you will find cautionary notes in that

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