The Motley Fool

APRIL 29, 2024

While the 2025 convertible notes have been trading well in the market, as we have said previously, we continue to monitor the markets and evaluate liability management opportunities in order to manage our debt, as well as opportunities to raise additional financing in the future. So, we are a public company and an operating company.

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The Motley Fool

JULY 20, 2023

Good morning, and thank you for joining our second-quarter earnings call and our very first as a public company. Over the last 135 years, we have established ourselves as the world's largest pure-play consumer health company. Our first questions come from the line of Anna Lizzul with Bank of America. organic growth.

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The Motley Fool

MAY 9, 2024

Normalized software and services revenue grew 5% as we continue to onboard new and existing customers to our commerce and digital banking platforms. Our digital banking segment demonstrated strong financial and operational performance this quarter. Today, 13 of the 15 largest retail banks in the U.S. Let's move on to Slide 8.

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The Motley Fool

AUGUST 3, 2023

The second quarter of 2023 marked our two-year anniversary as a public company, and I'm extremely proud to announce we have exceeded consensus estimates and raised our outlook every quarter since we've gone public with Q2 continuing this pattern. The next question comes from Koji Ikeda of Bank of America. Thanks, guys.

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Leveraging Banks Capital Shareholders 246

The Motley Fool

NOVEMBER 21, 2024

3 on Forbes' America's Best Companies list which came out this month. Forbes evaluated the nation's largest public companies and considered factors such as financial performance, trust, and customer and employee satisfaction. So, that's not something that we're banking on for the confidence I shared in the 20%.

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The Motley Fool

AUGUST 2, 2023

Second, we are on track to separate NCR into two public companies in the fourth quarter of 2023. In Digital Banking, we continue to have positive momentum. In the second quarter, Digital Banking sales activity was strong with nine new customer deals and 18 digital banking renewals. The strong U.S.

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Banks Leveraging Public Companies Debt 100

The Motley Fool

FEBRUARY 8, 2024

2023 was a year of transformational change for our company and for 22,000 Kenvuers around the world. Our teams accomplished a tremendous amount, successfully standing up Kenvue as an independent public company while continuing to drive profitable growth. Steve Powers -- Deutsche Bank -- Analyst Yes. Please go ahead.

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The Motley Fool

MAY 8, 2024

And for our first fiscal year as a public company being completed, also record revenue, exceeding the high end of the guidance range. First question will come from Ross Seymore of Deutsche Bank. Ross Seymore -- Deutsche Bank -- Analyst Hi, guys, thanks for asking question, and congrats on the strong results and guide.

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The Motley Fool

OCTOBER 25, 2023

Now, let's shift to Slide 4 and talk about a very important theme in the mortgage industry, namely the ongoing retreat of banks from the sector, which is creating a major growth opportunity for us. As most of you are aware, banks used to dominate the mortgage industry with close to 100% market share in both originations and servicing.

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Mergers and Acquisitions Taxes Banks Capital 100

The Motley Fool

APRIL 30, 2024

Not only are volumes up as banks retreat, the addition of new clients to the platform has never been higher. As you flip to Page 5 and you look at where we -- when this company was first started, just a quick snapshot in going back in history. I'll just take Page 13, and then Baron is going to take the mortgage company stuff.

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The Motley Fool

JULY 21, 2023

With that, I'll now turn it over to Jeff for his 85th earnings call as a public company CFO and his 41st and final call as the CFO of American Express. Now, as you know, this is an off-cycle year for Amex as a CCAR bank, but let me briefly remind you of our capital management approach. We returned $1.6 per share last quarter.

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The Motley Fool

JULY 18, 2024

It is bittersweet to be talking about the company's results publicly for the first time since his passing. Don took great pride in the company's growth, profitability, and shareholder returns, which have been at the top of all public companies in America for the past decade. I'd refer to it as a lot developers pipeline.

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Securities and Exchange Commission (SEC) Capital Taxes Shareholders 243

The Motley Fool

AUGUST 9, 2023

We have made significant progress in our first quarter as a public company and are on track with plans to separate fully from Cummins. Next, we'll go to Andrew Obin with Bank of America. Andrew Obin -- Bank of America Merrill Lynch -- Analyst Hi, yes. Andrew Obin -- Bank of America Merrill Lynch -- Analyst Yeah.

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The Motley Fool

MAY 7, 2024

And last week, we announced that Kenvue's near-term greenhouse gas emissions reduction targets were validated by the Science- based Targets Initiative and this in less than one year since becoming a public company, demonstrating our team's passion and commitment on this front. Steve Powers -- Deutsche Bank -- Analyst Great.

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Taxes Banks Public Companies Portfolios 130

The Motley Fool

FEBRUARY 14, 2024

We drove strong financial performance in the fourth quarter, delivering an impressive finish to our first year as a public company. In closing, I want to thank our global team for their commitment, which allowed us to deliver exceptional results during our first calendar year as a public company. Please go ahead.

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The Motley Fool

JANUARY 23, 2024

Our next question will come from the line of Andrew Obin with Bank of America. Andrew Obin -- Bank of America Merrill Lynch -- Analyst Yes. Andrew Obin -- Bank of America Merrill Lynch -- Analyst Yeah. billion of stand-alone public company expenses, EH&S costs, all the other things, we are thinking $7.1

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The Motley Fool

FEBRUARY 28, 2024

This is the 13th consecutive quarter as a public company in which we have met or exceeded our revenue guidance range. Another reason why these LLMs are not being installed has to do with IP liability. The IP liability is associated with these large language models that are trained on the public internet are unbounded OK.

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Private Equity Wire

AUGUST 22, 2023

Earlier in the year we focused on first lien LBO opportunities for large companies taken private at attractive valuations. Over the last decade, regulation limiting bank balance sheet risk led to a shift to non-bank lending for smaller and middle market issuers. Now you are seeing this impact for larger companies.

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Asset Management Investing Leveraging Finance 52

The Motley Fool

FEBRUARY 1, 2024

The bank decided to realign their business processes by splitting applications testing from development and maintenance in order to improve quality, time to market, and cost efficiency. As a result of this initial success, the bank is expanding our engagement into other critical business operations. We're a public company.

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The Motley Fool

APRIL 25, 2024

We saw investment grade, high yield, and bank loan volumes all increase as issuers took full advantage to raise debt early in the year. Growth was driven by debt and bank loan ratings, as well as continued strength in I-level and other private market solutions within market intelligence. So thanks again, Manav. Operator Thank you.

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The Motley Fool

JUNE 25, 2024

Before we get there though, Nvidia has taken over Microsoft is the most valuable public company in the world. Before we talk about more of the big cap tech companies, all that. Cracker Barrel needs to leverage their brand before it becomes a liability. But there's one statistic I want to zone in on. What say you?

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The Motley Fool

JULY 31, 2024

When you look at the sum of the parts there are -- you can compare us to anybody else in, I think, in the business when you look at some of this but like Newrez, the mortgage company, there were public peers out there. I would encourage you to look at some of the public companies that trade out there.

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The Motley Fool

DECEMBER 7, 2023

Questions & Answers: Operator [Operator instructions] Our first question will come from the line of Vivek Arya with Bank of America. Vivek Arya -- Bank of America Merrill Lynch -- Analyst Thanks for taking my question. Vivek Arya -- Bank of America Merrill Lynch -- Analyst Thank you, Hock. Your line is open.

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The Motley Fool

AUGUST 2, 2024

And our next question comes from the line of Andrew Obin with Bank of America. David Ridley-Lane -- Bank of America Merrill Lynch -- Analyst Thank you. David Ridley-Lane -- Bank of America Merrill Lynch -- Analyst Thank you. David Ridley-Lane -- Bank of America Merrill Lynch -- Analyst Thank you very much. Thanks, Steph.

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The Motley Fool

MAY 9, 2024

year over year, while our three largest public company competitors by agent count reported decreases of 2%, decreases of 5%, and decrease of 6% in the same period. When I was investment banking, we had the Gantt chart, the entire process, and they would coordinate the lawyers and the accountants. Please go ahead. Really helpful.

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The Motley Fool

MAY 6, 2024

And as a reminder, while the royalties are considered a debt instrument for GAAP purposes, they cannot be called and ultimately should be considered more as a long-term liability than true debt. Operator The next question comes from Tazeen Ahmad with Bank of America. Tazeen Ahmad -- Bank of America Merrill Lynch -- Analyst Hi, guys.

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The Motley Fool

MAY 16, 2024

In financial services, we provide core banking solutions to numerous banks globally. Operator instructions] Your first question comes from the line of Bryan Keane with Deutsche Bank. Bryan Keane -- Deutsche Bank -- Analyst Hi, guys. Bryan Keane -- Deutsche Bank -- Analyst Got it. Your line is open. Great question.

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The Motley Fool

OCTOBER 10, 2024

And third, it has enabled the consistent and predictable takedown of just-in-time delivered, fully developed home site that has attracted capital to the structured land banking partnerships that have driven the nearly $20 billion of transactions that have enabled our land life transformation to date. Is it going to be materially different?

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The Motley Fool

FEBRUARY 9, 2024

If you go back to the WMIH merger in 2018, which is when we became a fully independent public company, our first priority was deleveraging, which we accomplished by refinancing our senior notes and extending our liquidity runway. Now, that's the lowest level of Mr. Cooper's history as a public company. Thank you.

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Mergers and Acquisitions Leveraging Portfolios Assets 130

The Motley Fool

MAY 3, 2024

You know, you folks are coming up on a year as a public company, and, you know, I'm wondering what's the range of M&A opportunities for you folks over the next, call it, 12 to 18 months in terms of how much capital you expect to put to work and what that might look like based on your pipeline as you sit here today? Please go ahead.

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The Motley Fool

FEBRUARY 5, 2024

Before turning to the results, I would like to provide some perspective on our company as we celebrated our 30th anniversary as a public company mid-December of last year. I want to thank the entire Simon team who have contributed to 30 years of success as a public company. Thanks, Tom. per share, and returned $2.9

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The Motley Fool

AUGUST 23, 2023

public company customers comply with the SEC's recently announced rules on cybersecurity incident disclosure that will be effective later this year. We secured a seven-figure security and observability deal in Q2 with a multinational banking and financial services company headquartered in the Asia-Pacific region.

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Leveraging Banks Capital Investors 130

The Motley Fool

MARCH 13, 2024

This was also our first quarter of GAAP profitability as a public company. And as part of a seven-figure fourth quarter deal, they plan to deploy Communications Mining in their corporate investment banking, commercial banking, and HR departments. We ended the year with 4,035 total employees.

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The Motley Fool

DECEMBER 5, 2023

This will also help public and corporate leaders to better assess cyber risks and liabilities, so they can develop effective strategies and mitigate potential impacts. Alex Henderson -- Needham and Company -- Analyst Great. Our next question comes from the line of Tal Liani with Bank of America. Operator Thank you.

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The Motley Fool

OCTOBER 24, 2023

Operator Your next question comes from the line of Andrew Obin from Bank of America. Andrew Obin -- Bank of America Merrill Lynch -- Analyst Hi, guys. So -- Andrew Obin -- Bank of America Merrill Lynch -- Analyst Gotcha. Andrew Obin -- Bank of America Merrill Lynch -- Analyst Thanks so much. Please go ahead. Good morning.

Leveraging 130

Leveraging Banks Companies Portfolios 130

The Motley Fool

OCTOBER 30, 2024

We actively monitor the capital markets and will continuously evaluate liability management opportunities to manage our debt and interest expense, as well as opportunities to raise additional financings in the future. The movements toward banks beginning to custody Bitcoin is very exciting. That's another exciting milestone.

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Leveraging Shareholders Debt Capital 130

The Motley Fool

MARCH 6, 2024

We delivered 57% growth and 21% EBITDA margin, top percentile of public companies out there. Our first question comes from the line of Lorraine Hutchinson with Bank of America. Lorraine Hutchinson -- Bank of America Merrill Lynch -- Analyst Thank you. So, to recap, 2023 was a very strong year for ODDITY.

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Securities and Exchange Commission (SEC) Capital Banks Conglomerates 130