Australia's TPG Telecom said on Tuesday a customer died after failing to make emergency triple zero ("000") calls on the company's network from a Samsung device that was operating out-of-date software.
TPG Telecom Limited (OTCPK:TPGTF) Shareholder/Analyst Call November 11, 2025 12:00 AM EST Company Participants Trent Ashley Czinner - Company Secretary and Group Executive of Legal & External Affairs Kin Ning Fok Iñaki Berroeta - CEO, MD & Director Presentation Trent Ashley Czinner Company Secretary and Group Executive of Legal & External Affairs Good morning, everyone. My name is Trent Czinner, and I am the Group Executive, Legal and External Affairs and Company Secretary.
TPG Inc. ( TPG ) Q3 2025 Earnings Call November 4, 2025 11:00 AM EST Company Participants Gary Stein - Head of Investor Relations Jon Winkelried - CEO & Director Jack Weingart - Chief Financial Officer Todd Sisitsky - President, Managing Partner of North America and Head of North American & Europe Private Equity Conference Call Participants Glenn Schorr - Evercore ISI Institutional Equities, Research Division Craig Siegenthaler - BofA Securities, Research Division Kenneth Worthington - JPMorgan Chase & Co, Research Division Alexander Blostein - Goldman Sachs Group, Inc., Research Division Steven Chubak - Wolfe Research, LLC Brian Bedell - Deutsche Bank AG, Research Division Michael Cyprys - Morgan Stanley, Research Division William Katz - TD Cowen, Research Division Presentation Operator Good morning, and welcome to the TPG's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please be advised that today's call is being recorded.
TPG Inc. (TPG) came out with quarterly earnings of $0.53 per share, missing the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.45 per share a year ago.
TPG RE Finance Trust trades at a significant discount to book value and is paying out a covered 11% dividend yield. The Series C Preferreds currently yield 8.8% and trade at a 30% discount to liquidation value, providing an attractive risk-reward profile. Despite lower Fed funds rates, TRTX preferreds have dipped versus their year-ago level as long-term Treasury yields remain elevated.
TPG Inc. (TPG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
TPG has a record level of dry powder that's not yet generating fees. Deployment of this capital has the potential to drive significant earnings growth in 2026. For investors, FRE margin and FAUM conversion are key metrics to watch. Management is targeting ~$450M in incremental FRE by early 2026. Valuation at 23x 2025 earnings appears reasonable and offers double-digit annualized return potential through 2027. The 4% dividend adds to an attractive total return.
TPG Inc. (TPG) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Irth provides cloud software to help energy, utility and telecommunications providers manage risks.
Australia's No. 2 internet provider TPG Telecom said on Tuesday it is investigating a cyber incident where an unknown third party secured unauthorized access to an order management system under its iiNet system.
TPG RE Finance Trust is paying out a double-digit 10.5% dividend yield that was 100% covered by second-quarter distributable earnings. The CRE mREIT saw its book value per share expand by 1 cent sequentially during the second quarter. A material ramp-up in origination volume seen during the second quarter should help drive future gains in book value and help improve coverage.
TPG Inc. (NASDAQ:TPG ) Q2 2025 Earnings Conference Call August 6, 2025 11:00 AM ET Company Participants Gary Stein - Head of Investor Relations Jack Charles Weingart - Chief Financial Officer James George Coulter - Founder & Executive Chairman Jon Winkelried - CEO & Director Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Brian Bertram Bedell - Deutsche Bank AG, Research Division Daniel Thomas Fannon - Jefferies LLC, Research Division Glenn Paul Schorr - Evercore ISI Institutional Equities, Research Division Kenneth Brooks Worthington - JPMorgan Chase & Co, Research Division Kyle Kenneth Voigt - Keefe, Bruyette, & Woods, Inc., Research Division Michael J. Cyprys - Morgan Stanley, Research Division Steven Joseph Chubak - Wolfe Research, LLC William Raymond Katz - TD Cowen, Research Division Operator Good morning, and welcome to the TPG's Second Quarter 2025 Earnings Conference Call.