Nvidia, Emerald AI Partner With Power Companies on New AI Factories
The facilities will operate as flexible energy assets, supporting power grids by modulating consumption and leveraging on-site generation and storage.
Emerald Holding: Selling The Buyout Rumor Paid Off (Rating Upgrade)
Emerald Holding is now rated 'Hold' as shares trade within my FY 2026 fair value range of $3.90–$4.15. EEX's organic growth remains weak, with Q4 FY 2025 at 0.3%, and industry headwinds persist from a soft US economy and lower B2B event demand. Management's FY 2026 guidance targets modest revenue growth (5.7–6.8%) and adjusted EBITDA of $137.5–$142.5 million, with limited room for major M&A.
Emerald Holding, Inc. (EEX) Q4 2025 Earnings Call Transcript
Emerald Holding, Inc. (EEX) Q4 2025 Earnings Call Transcript
Emerald Holding: Could Be Entering A Pause In Its Deal-Making
Emerald Holding faces persistent headwinds: organic revenue declines, surging SG&A, and a $61M cash deficit, pushing net debt to long-term targets. The Generis Group acquisition adds counter-cyclical B2B exposure, but at a 2.5x–6x sales multiple, it's only incrementally accretive to FY 2026 guidance. EEX's M&A window is narrowing due to elevated leverage; further acquisitions are unlikely without balance sheet deleveraging.
Emerald Holding, Inc. (EEX) Q3 2025 Earnings Call Transcript
Emerald Holding, Inc. ( EEX ) Q3 2025 Earnings Call October 31, 2025 8:30 AM EDT Company Participants Erica Bartsch - Executive Vice President of Strategy & Communications Herve Sedky - CEO, President & Director David Doft - Treasurer & CFO Conference Call Participants Barton Crockett - Rosenblatt Securities Inc., Research Division Allen Klee - Maxim Group LLC, Research Division Presentation Operator Thank you for standing by. My name is Carly, and I will be your conference operator today.
Emerald Holding: Improving Free Cash Flow Supports Revised Outlook
Emerald Holding shows promising EBITDA growth and improved cash flow, but organic revenue growth remains minimal without acquisitions. Guidance for FY 2025 is reiterated, with management expecting revenue of $450–$460 million and adjusted EBITDA of $120–$125 million. Shareholder yield is under 3%, and the stock trades at a fair valuation versus peers; potential upside depends on further business normalization.
Emerald Holding, Inc. (EEX) Q2 2025 Earnings Call Transcript
Emerald Holding, Inc. (NYSE:EEX ) Q2 2025 Earnings Conference Call August 4, 2025 8:30 AM ET Company Participants David B. Doft - Treasurer & CFO Erica Bartsch - Executive Vice President of Strategy & Communications Herve Sedky - CEO, President & Director Conference Call Participants Allen Robert Klee - Maxim Group LLC, Research Division Barton Evans Crockett - Rosenblatt Securities Inc., Research Division Operator Thank you for standing by.
Emerald Holding, Inc. (EEX) Q1 2025 Earnings Call Transcript
Emerald Holding, Inc. (NYSE:EEX ) Q1 2025 Results Conference Call May 1, 2025 8:30 AM ET Company Participants Erica Bartsch - EVP of Strategy and Communications Herve Sedky - CEO and President David Doft - CFO Conference Call Participants Barton Crockett - Rosenblatt Securities Allen Klee - Maxim Group Operator Welcome to the Emerald Holding First Quarter 2025 Earnings Conference Call. All lines have been placed on mute to prevent any background noise.
LFSC: A New Small-Cap Health Care ETF Prioritizing Innovation Before Profits
LFSC is a relatively new actively managed small-cap health care ETF with $49 million in assets under management and a 0.54% expense ratio after waivers. Although LFSC launched just five months ago, the team at Emerald Advisers is highly experienced and has managed a small-cap fund that's consistently outperformed its benchmark for 30+ years. With LFSC, Emerald leverages its proven ten-step bottom-up research process, which includes interviewing customers, competitors, and suppliers, and developing financial and valuation models.
Emerald Holding, Inc. (EEX) Q4 2024 Earnings Call Transcript
Emerald Holding, Inc. (NYSE:EEX ) Q4 2024 Earnings Conference Call March 14, 2025 8:30 AM ET Company Participants Herve Sedky - CEO and President David Doft - CFO Conference Call Participants Allen Klee - Maxim Group Barton Crockett - Rosenblatt Securities Operator Good morning, and welcome to the Emerald Holdings, Inc. Fourth Quarter and Full-Year 2024 Earnings Conference Call. Before we begin, let me remind everyone that this call will include certain statements that constitute forward-looking statements within the meaning of Private Securities Litigation Reform Act of 1995.
Emerald Holding, Inc. (EEX) Q3 2024 Earnings Call Transcript
Emerald Holding, Inc. (NYSE:EEX ) Q3 2024 Earnings Conference Call October 30, 2024 8:30 AM ET Company Participants David Doft – CFO Eric I. Lisman – EVP of Corporate Development Hervé Sedky – CEO and President Conference Call Participants Barton Crockett - Rosenblatt Securities Derek Greenberg - Maxim Group Eric I.
Emerald Holding, Inc. (EEX) Q2 2024 Earnings Call Transcript
Emerald Holding, Inc. (NYSE:EEX ) Q2 2024 Earnings Conference Call August 7, 2024 8:30 AM ET Company Participants Herve Sedky - President and Chief Executive Officer David Doft - Chief Financial Officer Conference Call Participants Barton Crockett - Rosenblatt Securities Allen Klee - Maxim Group Operator Good morning and welcome to the Emerald Holding, Inc. Second Quarter 2024 Earnings Conference Call. At this time, all lines are in listen-only mode.
