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Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $832M
Nat Stewart - Stock Picking Newsletter 23 clicks

From X

@DOMOCAPITAL 2 clicks

DOMO Capital Management, LLC on X

For those that missed the Gabelli conference yesterday, the $MNRO CFO had this to say when asked about why they went forward with the Ares financing (TLDR: They are selling the company soon): "We think that Ares is a great partner for us. It provides us a lot of flexibility to operate our business, both from a covenant standpoint, but also doing it with a partner who has experience in the auto aftermarket, and also provides a very sophisticated and tailored private credit solution for us. We had plenty of options as we looked to refinance the credit facility, including our more traditional bank lenders and various different private lenders, but ultimately Ares provided us with the best solution for what we felt were our needs. And our needs really were focused on creating a stable financing backdrop for us over our planning horizon, enabling us to not only execute our growth strategy, but providing flexibility for us to explore a wide range of the alternatives that we're currently evaluating. So we think that this credit facility accomplishes all of those things."

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Entravision Q3 Update

Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…

EVC $832M
The Value Road 4 clicks

Axon 3Q26 Business Update

Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.

AXON $31B
Speedwell Memos 2 clicks

AMD Q3 FY26, Annotated

AMD's Q3 revenue rose 45% to $13.4 billion as data center reached $8.5 billion, 64% of sales, driven by EPYC and Instinct ramps.

AMD $660B
Chipstrat 1 click

GREAT DEC-TECTIVE WORK

Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…

DEC $900M
The Oak Bloke 2 clicks

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