Access earnings results, analyst expectations, report, slides, earnings call, and transcript.

The earnings call summary presents a generally positive outlook with strong growth prospects in multiple sectors, optimistic guidance, and strategic expansions. The Q&A section reaffirms these prospects, with management addressing concerns and providing optimistic projections for fee growth, margin expansion, and market opportunities. Despite some unclear responses, the overall sentiment remains positive, supported by anticipated product launches and market recoveries. These factors, combined with a focus on infrastructure and energy investments, suggest a likely positive stock price movement over the next two weeks.
The earnings call and Q&A reveal strong financial performance, strategic partnerships, and growth plans. Despite some concerns, such as the BCRED dividend cut, management's responses indicate resilience and optimism. The positive outlook for fee-related earnings, M&A activity, and real estate recovery support a positive sentiment. The new partnership with Legal & General and the focus on private wealth and defined contribution plans further strengthen the growth narrative. Overall, the sentiment is positive, suggesting a likely stock price increase over the next two weeks.
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.