Shares of Abacus Global Management (NASDAQ:ABL) jumped 10.2% on Friday morning after the company raised its full-year earnings outlook and posted a second straight quarter of record growth. The alternative asset manager lifted its 2025 adjusted earnings forecast to a range of $74 million to $80 million, citing strong demand for policyholder liquidity and inflows into its new asset management offerings.
Global Net Lease, Inc. (NYSE:GNL ) Q2 2025 Earnings Conference Call August 7, 2025 11:00 AM ET Company Participants Christopher J. Masterson - CFO, Treasurer & Secretary Edward Michael Weil - President, CEO & Director Jordyn Schoenfeld - Corporate Participant Conference Call Participants Craig Gerald Kucera - Lucid Capital Markets, LLC, Research Division John P.
Abacus Global Management Inc. (NASDAQ: ABL) raised its full-year earnings outlook on Wednesday after reporting a second quarter of record growth, driven by rising demand for its life solutions offerings and expanding asset management platform. The alternative asset manager said total revenue surged 93% year-over-year to $56.2 million for the quarter to end June 2025, while adjusted net income rose 87% to $21.9 million.
I rate Apollo Global Management, Inc. a buy for long-term capital appreciation, citing its record Q2 results and exceptional business model. Apollo's unique strengths, including retirement services and alternative asset management, position it for continued growth and market outperformance. Regulatory changes allowing alternatives in retirement accounts could be a massive catalyst, while risks include macroeconomic downturns and regulatory delays.
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.