)
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.
Sabra Health Care REIT (SBRA) investor relations material
Sabra Health Care REIT 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
Revenue for Q2 2025 was $189.2M, up 7% year-over-year, driven by higher resident fees, services, and interest income.
Net income for Q2 2025 was $65.5M, a significant increase from $24.0M in Q2 2024, reflecting higher revenues and gains on asset sales.
Transitioned 21 managed senior housing properties to new operators with minimal disruption, aiming for improved results and reduced operator concentration.
Positioned for long-term value creation through a resilient balance sheet, operational expertise, and strategic partnerships in healthcare real estate.
Corporate sustainability initiatives emphasize environmental stewardship, diversity, equity, inclusion, and strong governance.
Financial highlights
Normalized FFO per share was $0.37–$0.38 and normalized AFFO per share was $0.38, up 6% year-over-year.
Q2 2025 total revenues were $189.2M, up from $176.1M in Q2 2024; net income for Q2 2025 was $65.5M, up from $24.0M in Q2 2024.
FFO for Q2 2025 was $105.3M; normalized FFO $89.2M; AFFO $89.2M; normalized AFFO $91.6M.
Cash NOI from managed senior housing portfolio rose to $25.3M from $24.1M sequentially; same store managed senior housing Cash NOI up 17.1% year-over-year.
Quarterly cash dividend of $0.30 per share declared, representing a 79% payout of normalized AFFO.
Outlook and guidance
2025 guidance: net income $0.77–$0.79, FFO $1.52–$1.54, normalized FFO $1.45–$1.47, AFFO $1.47–$1.49, normalized AFFO $1.49–$1.51 per share.
Midpoint of normalized FFO and AFFO guidance increased, now expecting 4–5% growth over 2024.
Low single-digit Cash NOI growth expected for triple-net portfolio; low to mid-teens for same-store managed senior housing.
Guidance assumes no further tenant revenue recognition changes, no additional acquisitions/dispositions, and no major capital markets activity post-June 30, 2025.
General and administrative expenses projected at ~$50M, including $11M stock-based compensation; cash interest expense estimated at ~$102M.
How will Sabra fund awarded investments?
Discuss Holiday portfolio transition benefits.
Elaborate on skilled nursing opportunities.
What drove Holiday transition decision?
SHOP: What's driving strong NOI growth?
What's Sabra's criteria for new operators?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Sabra Health Care REIT earnings date
Q3 202531 Oct, 2025
Next Sabra Health Care REIT earnings date
Q3 202531 Oct, 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
Sabra Health Care REIT, Inc. is a real estate investment trust (REIT) focused on owning and investing in healthcare-related properties. The company's portfolio includes skilled nursing facilities, senior housing communities, behavioral health facilities, and other healthcare properties. Sabra generates revenue by leasing its properties to healthcare operators and providers under long-term agreements. The company is headquartered in Irvine, California, and its shares are listed on the NASDAQ.
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