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Edge12 Jun 2026
Set in Stone: The Story of Richemont
From a South African tobacco company to Cartier, a deep dive into how Richemont built one of the world's leading hard luxury empires.
Moelis
Moelis (MC) investor relations material
Moelis Morgan Stanley US Financials Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley US Financials Conference 2026 summary10 Jun, 2026
CEO priorities and firm culture
Focus on supporting bankers, expanding capabilities, and maintaining a strong, collaborative culture.
Emphasis on nimbleness, innovation, and high-integrity teamwork as core cultural values.
Commitment to hiring and developing 'difference makers' and prioritizing quality over scale in talent acquisition.
Patience in hiring, preferring no coverage over average coverage in key areas.
Market environment and client activity
M&A activity remains strong, with robust deal flow and a healthy pipeline.
Corporates seek scale amid regulatory support and tech disruption, especially AI.
Private equity shows strong desire to deploy and monetize investments, though middle market activity is recovering gradually.
Large-cap deals are driving activity; middle market momentum depends on geopolitical and rate stability.
AI and sector trends
AI dominates strategic discussions, influencing M&A and boardroom priorities.
Software sector faces uncertainty due to AI disruption, but it's not the majority of deal flow.
Supply chain resiliency remains important, but AI is the central boardroom topic.
AI impact on software sector terminal values
Shift from liability management to restructuring
Impact of MD hiring on the compensation ratio
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Moelis
- Record Q1 revenues and strong capital returns, despite lower net income year-over-year.MC
Q1 20261 May 2026 - 2026 proxy highlights CEO transition, strong results, and key votes on directors, pay, and auditor.MCProxy filing30 Apr 2026
- Votes will be cast on director elections, executive pay, and auditor ratification for 2026.MCProxy filing30 Apr 2026
- Record 2025 revenue, strong EPS growth, and robust capital returns position for further expansion.MCQ4 202517 Apr 2026
- Broad-based optimism for M&A and growth, with AI and sector expansion driving future momentum.MCGoldman Sachs U.S. Financial Services Conference3 Feb 2026
- Q2 2024 revenues up 45% year-over-year, net income rebounds, $0.60 dividend declared.MCQ2 20243 Feb 2026
- Adjusted revenues up 18% Y/Y to $763M, with net income and margins rebounding in Q3.MCQ3 202419 Jan 2026
- $20 trillion shift to private credit and U.S. deregulation drive M&A and margin growth.MCGoldman Sachs 2024 U.S. Financial Services Conference11 Jan 2026
- Q1 2025 revenue up 41%, net income up 208%, and EPS at $0.64 with strong cash and no debt.MCQ1 202524 Dec 2025
Next Moelis earnings date
Q2 202623 Jul, 2026
Moelis
Next Moelis earnings date
Q2 202623 Jul, 2026
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Eferix Drawings Google Play
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@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
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