Earnings Call

• First BanCorp (NYSE:FBP) released its second-quarter 2026 financial results and hosted a corresponding earnings call on Wednesday. • The company reported a positive future outlook, maintaining loan growth guidance of 3% to 5% for the 2026 fiscal year. • Management attributed this stability to favorable economic conditions supporting business activity and a strategic focus on organic growth.

• Morgan Stanley (NYSE:MS) reported record financial results for the second quarter of 2026, driven by strong client activity across its investment management, wealth management, and institutional securities divisions. • Executives attributed the success to the firm's integrated business model and a favorable environment for mergers and acquisitions, fueled by normalized regulations and robust economic conditions. • Leadership noted that the investment banking cycle, which started with debt issuance, has expanded into equity activity and may gain further momentum from financial sponsors.

• Nordea reported strong Q2 2026 financial results, with total income exceeding 3 billion. • The bank achieved a 14% year-on-year increase in lending growth, driven by contributions from Denmark, Norway, and Sweden. • Growth was supported by strategic investments in AI adoption, a new supply chain financing solution, and upgrades to the markets platform.

• Morgan Stanley reported record net revenues of $21.3 billion for Q2 2026, resulting in a significant 62% surge in earnings-per-share. • The firm highlighted the success of its "2.0" initiative launched 1.5 years ago, which integrates research, equity content, and foreign exchange services with partner MUFG. • Strategic growth is being driven by thriving operations in Taiwan and Korea, alongside a comprehensive investment banking and equities gateway in Hong Kong to access China.

• LTIM reported its Q1 2027 financial results, with strong AI momentum driving a 4.7% increase in share price. • The company introduced several new Blueworx tools for integrated operations, data transformation, and cybersecurity, alongside a new outcome-based pricing model called Blueworx Currency. • To support growth, LTIM expanded its Blueworx Studio footprint with a new facility in Bangalore.

• Comtech Telecommunications Corp., a U.S.-based provider of satellite, NG911, and cloud-native tech, will release Q2 fiscal 2026 results after market close on March 16, 2026. • Leadership will host a conference call at 4:30 p.m. ET, with live webcast on comtech.com and dial-in options including (800) 225-9448. • Replay available through March 30 via (800) 839-1198, covering operations, trends in mission-critical communications for government and commercial clients.