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Western Midstream Partners (WES) investor relations material
Western Midstream Partners Fireside chat summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Introduction and agenda
Discussion focused on recent contract amendments in the Delaware Basin with Occidental and ConocoPhillips, their financial impacts, and strategic implications.
Current industry trends
Emphasis on simplifying contract portfolios and diversifying customer bases to reinforce long-term value.
Challenges and overcoming obstacles
Addressed concerns about recontracting risk and rate reductions as legacy cost-of-service contracts expire.
Cost reduction initiatives launched to ensure spending aligns with strategic objectives, resulting in an 8% decrease in operations and maintenance costs in Q3 2025 compared to Q3 2024.
- TimeTickerHeadlineOpen
- PRU
Earnings rose 12% to $6.6B; Japan sales pause to cut 2026 earnings by $300M-$350M. - FTV
2025 results beat guidance, with strong EPS growth and $1.6B in share repurchases. - BEN
All proposals passed, with strong financial growth and strategic progress in alternatives and ETFs. - APAM
AUM hit $180B in 2025, with strong credit/alternatives growth and higher dividends. - OXBR
Tokenized reinsurance contracts on Solana open Florida’s high-return market to global investors. - KMT
Q2 sales and earnings surged, driving raised full-year guidance and strong segment growth. - RNR
Net income hit $2.65B in 2025, with 30.8% book value growth despite major loss events. - WNC
Q4 2025 revenue was $321.5M with losses, but Parts & Services grew 32.6% year-over-year. - AGI
Path to 1M oz gold by 2029, with lower costs, strong cash flow, and major expansions advancing. - NAZARA
Nodwin's acquisition of Freaks 4U Gaming targets global growth, margin expansion, and profitability.
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Next Western Midstream Partners earnings date
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