Analyst
Evercore ISI
Equibles does not estimate personal net worth.
Nick Amacucci is recorded as Analyst at Evercore ISI. Nick Amacucci has spoken on 6 earnings calls and 4 other investor events across 7 companies, most recently for Bloom Energy Corp on October 22, 2026. Those appearances were for Bloom Energy Corp (BE), Entergy New Orleans, LLC (ENJ), Nrg Energy, Inc. (NRG), Xcel Energy Inc (XEL), XPLR Infrastructure, LP (XIFR) and 2 other companies. The companies whose calls Nick Amacucci spoke on are classified in the Industrials and Utilities sectors.
“Just wanted to Simon if I could just kind of drill into just the the free cash flow profile obviously um you know a use of uh 27 million in the quarter um just given the the margin expansion and the like uh just just wanted to drill into that any kind of puts and takes that uh that we could kind of uh or one offs that…”
“Just wanted to get to, Bruce, just kind of where we get confidence on kind of the 2026 Nick's guidance, and where we can kind of shake out, just given that we kind of have obviously more subdued prices in ERCOT, and then kind of the benefit that you could see in PJM.”
“You kind of just touched upon a little bit on my question, but I just wanted to put a little bit of a finer point on it.”
“Simon, sorry, I'll put you on the hot seat for a little bit. Just curious. So, obviously, impressive raise in guidance on a strong 2Q, but the free cash flow guide was pulled.”
“As we think about the simplification process and the move forward, With Nextera as a sponsor and then any management as an external manager, how are the management fees and IDR economics evolving as we kind of think about the portfolio simplification, if at all?”
Evercore ISI
Analyst
Transcript header (unverified)
Electrical Equipment & Parts · Industrials
NRG
Utilities - Independent Power Producers · Utilities
XEL
Utilities - Regulated Electric · Utilities
