Saga Communications, Inc. (SGA) Q1 2026 Earnings Call Transcript
Fast Retailing was a top contributor during the quarter, driven by strong execution across its global operations. Alibaba was a detractor during the quarter after the company reported mixed fiscal Q2 results. New positions were established in Sea Limited and Grab Holdings, while the portfolio's position in Atlassian was liquidated.
Saga Communications, Inc. (SGA) Q4 2025 Earnings Call Transcript
Nvidia was a contributor to the portfolio's performance again in Q3, driven by continued surging demand for accelerated computing and AI infrastructure. Chipotle was a detractor during the quarter as its comparable sales growth fell just 1% short of consensus (declining 4% against a very tough 11% comparison in the year ago period). Intuit was a detractor from performance during the quarter as cautious guidance for FY 2026 led to investor disappointment, despite strong fiscal-year (July) results.
We reviewed and maintained our UnitedHealth position through its underwriting crisis, recognizing that management's mispricing of annually renewable policies could be corrected through swift action. Our July exit from Novo Nordisk demonstrates our willingness to move on from positions when competitive dynamics deteriorate. We made several strategic additions during market weakness including Fast Retailing, Chipotle, Gartner and Adyen.
Saga Communications, Inc. ( SGA ) Q3 2025 Earnings Call November 6, 2025 11:00 AM EST Company Participants Christopher Forgy - CEO, President & Director Samuel D. Bush - Executive VP, CFO & Treasurer Presentation Operator Good day, everyone, and welcome to Saga Communications Third Quarter 2025 Earnings Release and Conference Call.
Saga Communications (SGA) came out with a quarterly loss of $0.08 per share versus the Zacks Consensus Estimate of $0.21. This compares to earnings of $0.2 per share a year ago.
Saga Communications, Inc. (NASDAQ:SGA ) Q2 2025 Earnings Conference Call August 7, 2025 11:00 AM ET Company Participants Christopher S. Forgy - CEO, President & Director Samuel D.
Saga Communications (SGA) came out with quarterly earnings of $0.18 per share, missing the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.4 per share a year ago.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.