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Paul will share with you some general observations regarding the quarter, and then Keith will give further details on our financial results and guidance. First, today's discussion contains forward-looking statements that are predictions, projections or other statements about future events, which are based on management's current expectations and beliefs and therefore, subject to risks, uncertainties and changes in circumstances. For more information on the risks and uncertainties that could cause our actual results to differ materially from what we discuss today, please refer to the Risk Factors section in our SEC filings, including our annual report on Form 10-K and our quarterly report on Form 10-Q. Please note that the company does not intend to update or alter these forward-looking statements to reflect events or circumstances arising after this call.

Disney is set to report earnings Wednesday for the first time under new CEO Josh D'Amaro, with traders expecting a big move in the entertainment giant's stock after the results.

E-commerce platform Shopify (NASDAQ:SHOP) will be reporting results this Tuesday morning. Here’s what you need to know.

OIl prices jumped on Iran news. Diamondback Energy, Transocean and Tidewater prepare to report earnings. The oil stocks traded near highs.

Jason Kim: Thank you, Michael, and welcome to our fourth quarter and year-end 2025 earnings call. Firefly is a space and defense company, delivering innovative hardware and software to perform the hardest missions in the space for national security, exploration and commercial technology lighting the way to a bold space ecosystem that expands humanity's future. Now with SciTec onboard, Firefly's capabilities include AI-enabled defense software proven in operations, such as missile warning and defense.

Luis von Ahn Arellano: Thank you, everyone, for joining us. Now Matt is a hard act to follow, so I can't think of anybody better to take his place and the person who helped us hire him, our long-term Board member and Chair of our Audit Committee, Gilian Munson. 2025 was another strong year for Duolingo.

Bitcoin development company Strategy (NASDAQ:MSTR) will be reporting results this Tuesday after market close. Here’s what to expect.

Richard B. Cohen: Thank you, Charlie. Adoption continues to scale, and we recently set a record processing over 6.5 million cases in a single day through our operational systems. Installation is expected to begin early next calendar year, keeping us on track with our road map.

Earnings season is in full swing, and these companies will provide clear insight into the future of AI.

Pfizer Inc. will release earnings for its third quarter before the opening bell on Tuesday, May 5. Analysts expect the pharmaceutical company to report quarterly earnings of 72 cents per share. That’s down from 92 cents per share in the year-ago period. Benzinga Pro puts the consensus estimate for Pfizer's quarterly revenue at $13.8 billion. Pfizer reported $13.71 billion last year. With the recent buzz around the company, some investors are eyeing potential gains from its dividends. Currently,

SHOP reports Q1'26 earnings on May 5, eyeing low-30% revenue growth as Shop Pay and AI momentum run into margin headwinds.

Super Micro Faces Make-or-Break Week as Legal Risks Shake AI Bulls

HSBC Cuts Palantir Technologies as Explosive AI Competition Threatens Growth Story

ARM heads into fiscal Q4 earnings with 18% revenue growth expected, but the model signals mixed odds for a beat despite strong royalty and licensing momentum.

AFRM is set to report Q3 fiscal 2026 results on May 7, with GMV, active consumers and transaction growth expected to lift revenues nearly 27% year over year.

Palantir has gotten off to a difficult start to the year.

Brett A. Cope: Thank you, Ryan, and good morning, everyone. Thank you for joining us today to review Powell's fiscal 2025 third quarter results. Powell delivered a strong third quarter, as operationally, the team continues to execute at a high level.

PYPL heads into Q1 results with modest revenue growth expected and EPS decline forecast, as competition and FX pressures weigh.

Brett Cope: Thank you, Ryan, and good morning, everyone. Thank you for joining us today to review Powell's fiscal 2025 fourth quarter and full year results. Compared to the fourth quarter of last year, we achieved gross profit dollar growth of 16%, revenue growth of 8% and the generation of $61 million in operating cash flow.

Brett Cope: Thank you, Ryan. Thank you for joining us today to review Powell's fiscal 2026 1st quarter results. As our first quarter results continue to demonstrate Powell's unique and advantaged position against a backdrop of what are secular and increasingly durable growth trends, the growing and broad investment in power generation and grid modernization to support data center and AI capacity growth, domestic manufacturing, electrification and the nationally important export of energy resources like LNG, are validating our now nearly decade-long strategic effort to transform Powell into a more diversified manufacturer of electrical distribution products and systems.

Options show strong upside positioning ahead

On resource procurement, we recently received proposals in response to the all-source RFP issued later last year, which targeted new resources beginning service between 2029 and 2031. In summary, we are executing our plan, delivering operational excellence to our customers, investing in grid expansion to serve Arizona’s rapid growth, and improving investment recovery to reduce regulatory lag while ensuring affordability for customers.

Pinnacle West Capital (NYSE:PNW) opened 2026 with first-quarter results that management said were in line with the financial guidance issued in February, supported by higher transmission revenue, weather-driven demand, and continued customer growth in Arizona. Management points to Arizona growth an

Paramount Skydance is scheduled to report first-quarter results after Monday’s close, its first report since winning the bidding war for Warner Bros. Discovery.

First, I would like to welcome Mike Fitzgerald, our CFO, to the call. Mike has been with BWXT since 2022 and previously held the roles of Chief Accounting Officer, Head of Finance and CFO of Government Operations. Second quarter financial results exceeded our expectations, driven by strong execution and pacing of work in Government Operations.

Space IPO plays Firefly Aerospace and Voyager Technologies report late Monday. Rocket Lab reports Thursday.

IBRX's Q1 outlook rides on Anktiva's surging uptake, with preliminary revenues showing triple-digit growth ahead of its earnings report later this month.

In addition to this commercialization focus, research and clinical progress remain paramount. Before I cover R&D highlights for the quarter, I would like to acknowledge our CSO, David Altshuler's retirement a year from now and the planned CSO transition to Mark Bunnage, our current SVP and Global Head of Research.

HSBC Downgrade Puts Advanced Micro Devices Rally Under Pressure

Walmart's (WMT) second P&L has driven a significant upward revaluation of its share price, though UB