Remove Assets Remove Bidding Remove Resale
article thumbnail

DXC Technology (DXC) Q4 2024 Earnings Call Transcript

The Motley Fool

Margin was down 50 basis points year to year, primarily driven by lower noncash pension income and the impact of gains from asset sales booked in the fourth quarter of fiscal '23. Modern Workplace organic revenue declined year to year in the mid-teens impacted by resale revenue, which was down 30%. Non-GAAP EPS was $0.97, down $0.05

Resale 130
article thumbnail

Lennar (LEN) Q2 2023 Earnings Call Transcript

The Motley Fool

First, we said then, as we say now, that we maintain volume and production as our constant and margin as our shock absorber, and we manage our business with certainty through volatility, staying focused on production, inventory turn, cash flow, and return on assets. As we noted, we spent approximately 1.2

Resale 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Camden Property Trust (CPT) Q4 2023 Earnings Call Transcript

The Motley Fool

New supply looks to be manageable in most of our submarkets there, but we are actively monitoring our two recently built high-rise assets in the St. And we believe 30% to 40% of the new supply in those markets may compete directly with Camden's assets. The growth will slow to the low single-digit range this year.

Debt 130
article thumbnail

Tencent (TCEHY) Q2 2023 Earnings Call Transcript

The Motley Fool

But I think just to look at it more broadly, right, AI is -- really, the more we look at it, the more excited we are for that asset growth multiplier across our many businesses. It also results in more competitive bidding inventory that we were previously selling, which is again, higher price translates into higher margins.

article thumbnail

The "Motley Fool Money" Half-Year Review

The Motley Fool

laughs] The more these thing is published, the more panic it creates, and it bids that price up and up and up. I don't know that I'm going to pay up for it. The thing is funny. These things feed on themselves. They're like runs on banks. But I tell you, it's a good sauce. I use it on its own and also as ingredient for other sauces.

Resale 130
article thumbnail

Transcript: Jonathan Miller

The Big Picture

RITHOLTZ: (LAUGHTER) MILLER: But in reality, the buyers that zoomed out to the suburbs were largely from the rental market because they weren’t anchored to another asset. Housing itself, it’s just a slow moving asset. MILLER: Right, it’s like how to devalue an asset without even trying. The thinking was, no.

Taxes 52
article thumbnail

Meritage Homes (MTH) Q3 2024 Earnings Call Transcript

The Motley Fool

This morning, we announced we completed our acquisition of the assets of Elliott Homes, a prominent private builder operating in the Gulf Coast. Our cycle times are almost where we would like to be, where we're turning assets three times a year. Phillippe Lord -- Chief Operating Officer and Executive Vice President Thank you, Steve.