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Edge10 Jul 2026
Inside Take-Two: The Grand Anticipation
The story of how Take-Two Interactive built the empire behind Grand Theft Auto, Red Dead Redemption, and one of gaming's largest mobile portfolios.
The Southern Company
The Southern Company (SO) investor relations material
The Southern Company Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary30 Jul, 2026
Executive summary
Adjusted EPS for Q2 2026 was $1.13, up $0.21 year-over-year and $0.13 above estimate, driven by customer growth, higher usage, and robust economic development in the Southeast.
Net income for Q2 2026 was $1.2 billion ($1.03 per share), up from $0.9 billion ($0.80 per share) in Q2 2025; adjusted net income was $1.3 billion ($1.13 per share), up from $1.0 billion ($0.92 per share) year-over-year.
Over 17 GW of large load contracts are secured, including a 3.2 GW, 25-year deal with OpenAI, with 8 GW in late-stage development and a robust pipeline above 75 GW.
Data center and industrial demand continue to accelerate, with data center usage up 55% year-over-year and system-wide load exceeding 1.2 GW.
Retail electricity sales grew 2.3% year-to-date, the highest growth through June in nearly two decades, with commercial sales up 7.4% in Q2.
Financial highlights
Q2 2026 reported EPS was $1.03, up from $0.80 in Q2 2025; adjusted EPS was $1.13, up from $0.92.
Year-to-date 2026 adjusted EPS was $2.46, up from $2.15 YTD 2025.
Operating revenues for Q2 2026 were $6.98 billion, nearly flat year-over-year; six-month revenues rose to $15.4 billion.
Cash flow from operations for the first half was $4.28 billion, up from $3.43 billion.
Q2 benefited from higher AFUDC, equity method investment earnings, and tax impacts, partially offset by higher interest expense and share dilution.
Outlook and guidance
Full-year 2026 adjusted EPS is projected at or near the top of the $4.50–$4.60 guidance range; Q3 adjusted EPS estimated at $1.65.
8–9% projected adjusted EPS growth through 2028, with long-term growth of 7–8%.
Projected electric sales growth of 10% from 2026 to 2030, driven by economic development and large load additions.
Regulatory and legislative actions are expected to keep Alabama retail rates stable through 2027, with no increases before 2029.
Ongoing RFPs in Alabama and Georgia for new generation resources to meet growing demand into the 2030s.
Georgia Power data center load growth impact
Georgia Power $22.4B DOE loan facility terms
Alabama retail base rate freeze through 2028
Southern Power wind repowering cost projections
Nicor Gas disallowed capital investment impact
Data center demand capital and recovery risks
Collateral structure for the OpenAI contract
CapEx upside from the Alabama and Georgia RFPs
Southern Power recontracting with hyperscalers
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Latest events from The Southern Company
- 2024 adjusted EPS grew 11% to $4.05, with a $63B capex plan and strong Southeast demand outlook.SO
Q4 20248 Jul 2026 - 2025 adjusted EPS hit $4.30, with robust sales and a $81B capital plan driving future growth.SOQ4 20258 Jul 2026
- Q2 2025 adjusted EPS beat estimates, but net income fell 26.8% as costs rose.SOQ2 20258 Jul 2026
- Q1 2025 adjusted EPS and net income rose sharply, with a 24th annual dividend increase.SOQ1 20258 Jul 2026
- Q3 2024 adjusted EPS was $1.43, with strong growth, Plant Vogtle impact, and storm recovery costs.SOQ3 20248 Jul 2026
- Q3 2025 adjusted EPS hit $1.60, net income rose to $1.7B, and growth outlook remains strong.SOQ3 20258 Jul 2026
- Q1 2026 adjusted EPS hit $1.32, net income $1.36B, with strong sales and major DOE-backed loans.SOQ1 20268 Jul 2026
- Directors and key proposals approved; dividend raised; focus on growth, resilience, and affordability.SOAGM 202530 Jun 2026
- Board and company proposals passed overwhelmingly; dividend increased for 25th year.SOAGM 202613 May 2026
Next The Southern Company earnings date
Q3 202629 Oct, 2026
The Southern Company
Next The Southern Company earnings date
Q3 202629 Oct, 2026
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