)
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.
Resideo (REZI) investor relations material
Resideo Jefferies Mining and Industrials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies Mining and Industrials Conference 2025 summary3 Sep, 2025
Business overview and recent performance
Operates two main segments: ADI (commercial distribution) and Products & Solutions (P&S, residential products).
Achieved record results in Q2, with ADI showing double-digit growth and P&S high single-digit growth, driven by market share gains and new product introductions.
Growth achieved despite a soft residential market, supported by strong execution and pricing actions.
Investments in digital experience and R&D have contributed to improved gross margins and top-line results.
Integration of SnapOne acquisition progressing well, with organizational and operational synergies being realized.
Strategic separation and capital structure
Announced separation of ADI and P&S to unlock value, as the businesses have distinct models and minimal operational overlap.
Settlement of a $35M/quarter indemnification agreement with Honeywell removed strategic restrictions, enabling the split.
Separation expected in the second half of next year, with significant preparatory work underway.
Both businesses will be set up with near investment-grade credit ratings and appropriate leverage post-separation.
Recent financing included $1.2B in new debt and $400M in cash to settle the Honeywell agreement.
Operational initiatives and margin expansion
P&S has achieved 300–400 basis points of margin improvement over the past few years through operational optimization and pricing discipline.
Ongoing margin expansion expected from further operational execution, pricing actions, and new product introductions.
R&D investment has increased, focusing on higher-margin, innovative products to drive future growth.
ADI and SnapOne integration targets $75M in synergies over three years, with cross-selling and real estate optimization underway.
P&S margin expansion drivers beyond ops?
ADI's differentiation in commercial markets?
Tariff impact on P&S vs ADI mitigation?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Resideo earnings date
Q3 20255 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
Resideo Technologies Inc manufactures and distributes smart home products and security systems. The company’s offerings include thermostats, air and water monitoring systems, and home security devices. It also provides energy management and monitoring software for residential applications. The company is headquartered in Scottsdale, Arizona, 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