Global Net Lease (GNL) came out with quarterly funds from operations (FFO) of $0.24 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to FFO of $0.33 per share a year ago.
GPN posts an 11% EPS jump in Q2 2025, driven by solid Issuer and Merchant Solutions growth despite higher expenses.
Disney's streaming businesses will merge next year.
APO rises 2.3% after Q2 net income per share hits $1.92 and total AUM climbs 36% on strong inflows and robust fee growth.
Liberty Global's value-unlocking thesis is reactivated, with management now providing a clear 24-month timeline for potential spin-offs or IPOs. Despite depressed FCF and ongoing buybacks, I see at least $20/share in hidden value, especially as Dutch assets show early signs of turnaround. VMO2, VodafoneZiggo, and Telenet are prime spin-off candidates; successful separation could rapidly close Liberty's persistent holding company discount.
GPN is likely to report second-quarter earnings with 3.4% year-over-year growth expected, but rising costs may weigh on overall profit gains.
M2i Global (OTC:MTWO) earlier this week confirmed the finalization of its merger with Volato, a deal aimed at strengthening its blockchain-based supply chain strategy and advancing its listing on the New York Stock Exchange. CEO Alberto Rosende joined Proactive to discuss the merger.
Liberty Global Ltd. (NASDAQ:LBTYA ) Q2 2025 Earnings Conference Call August 1, 2025 9:00 AM ET Company Participants Charles Henry Rowland Bracken - Executive VP & CFO Enrique Rodriguez - Executive VP & CTO Lutz Schuler - Chief Executive Officer (Leave of Absence) Michael Thomas Fries - Vice Chairman, President & CEO Stephen van Rooyen - Corporate Participant Conference Call Participants Carl Murdock-Smith - Citigroup Inc., Research Division David Antony Wright - BofA Securities, Research Division James Edmund Ratzer - New Street Research LLP Joshua Andrew Mills - BNP Paribas Exane, Research Division Matthew Joseph Harrigan - The Benchmark Company, LLC, Research Division Polo Tang - UBS Investment Bank, Research Division Robert James Grindle - Deutsche Bank AG, Research Division Stephen Paul Malcolm - Redburn (Europe) Limited, Research Division Operator Good morning, ladies and gentlemen, and thank you for standing by.
CBOE's Q2 results reflect growth in access and capacity fees, an increase in options average daily volume and higher non-transaction revenues.
SPGI posts 9.7% EPS growth and strong segment gains in second-quarter 2025, and raises its yearly earnings outlook.
Abacus Global Management (NASDAQ:ABL) has completed its previously announced exchange offer and consent solicitation, resulting in the elimination of all outstanding public and private placement warrants. The alternative asset manager issued 4.18 million shares of common stock in exchange for the warrants tendered.
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