)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Danaos (DAC) investor relations material
Danaos Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
$113M added to contracted revenue backlog, totaling $3.6B with 99% charter coverage for 2025 and 88% for 2026, ensuring strong revenue visibility.
Operating revenues for Q2 2025 rose to $262.2M, up $15.9M year-over-year; adjusted net income was $117.0M ($6.36/diluted share), down from $132.3M ($6.78/diluted share) in Q2 2024.
Fleet expanded to 74 container vessels and 10 drybulk vessels, with utilization rates of 98.4% (container) and 99.8% (drybulk) in Q2 2025.
Strong balance sheet with net debt/LTM adjusted EBITDA at 0.31x as of June 30, 2025, and total liquidity of $924M.
Disciplined capital allocation, avoiding speculative orders and focusing on long-term contracted assets.
Financial highlights
Q2 2025 operating revenues: $262.2M (+6.5% YoY); H1 2025: $515.5M (+3.1% YoY).
Adjusted EBITDA for Q2 2025: $176.0M (down 0.5% YoY); H1 2025: $347.7M (down 1.8% YoY).
Adjusted net income for Q2 2025: $117.0M (diluted EPS $6.36), down from $132.3M (EPS $6.78) in Q2 2024.
Cash and cash equivalents at June 30, 2025: $546M; total liquidity including marketable securities: $924M.
Declared Q2 2025 dividend of $0.85/share, payable August 28, 2025.
Outlook and guidance
Orderbook includes 16 newbuild containerships (134,234 TEU) with deliveries through 2028; all have multi-year charters secured.
Charter market remains robust, with rates above historical averages and high utilization expected.
Operating cost increases expected to normalize over the full year as recent bulk orders are absorbed.
No significant changes anticipated in Red Sea passage or major disruptions to global shipping routes in the near term.
Management remains disciplined on capital allocation, avoiding speculative ordering in the feeder segment.
Why pause buybacks despite strong financials?
Explain the feeder segment speculative ordering.
What caused the increase in daily operating costs?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Danaos earnings date
Q3 202511 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Danaos Corporation owns and operates a fleet of containerships that are chartered to global liner companies under long-term contracts. The company provides marine transportation services supporting international trade. It focuses on fleet efficiency and long-term customer relationships. The company is headquartered in Athens, Greece, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage