GEO
Security & Protection Services · Industrials
Analyst
Northland Securities
Equibles does not estimate personal net worth.
Greg Gibbous is recorded as Analyst at Northland Securities. Greg Gibbous has spoken on 20 earnings calls across 11 companies, most recently for Gold.com, Inc. on September 2, 2026. Those appearances were for Nerdy Inc. (NRDY), Geo Group Inc (GEO), Accel Entertainment, Inc. (ACEL), GameSquare Holdings, Inc. (GAME), Asure Software Inc (ASUR) and 6 other companies. The companies whose calls Greg Gibbous spoke on are classified in the Industrials, Technology, Consumer Cyclical and Communication Services sectors.
“You know, wanted to maybe just dive a little bit deeper on kind of any shifts within your DTC segment or, you know, I guess in terms of trends you're seeing with consumer buying behavior.”
“Maybe to just follow up on your prepared remarks, I think you said early Q3 results have improved over the first half. Can you maybe clarify what metrics you're referring to and maybe what you attribute that to?”
“Appreciate your commentary on share of purchases and just how you view the stock. Wanted to maybe follow up on guidance, on the other hand, as it relates to what's maybe changed since you last reported and how you're kind of, in terms of the growth pipeline, that is, and perhaps how you're viewing Q3 versus Q4 cadence.”
“You know, as it relates to guidance, you know, maybe specifically within the consumer business, what has changed with respect to your expectations there and maybe what you most attribute the moderating decline in learning memberships to?”
“And, you know, recognize that there are no assurances of asset sales, but, you know, post-asset sales, could you maybe discuss how you're thinking about capital allocation and what your target net leverage would be?”
Northland Securities
Analyst
Transcript header (unverified)
GEO
Security & Protection Services · Industrials
NRDY
Software - Application · Technology
Electronic Gaming & Multimedia · Communication Services
ASUR
Software - Application · Technology
CXW
Security & Protection Services · Industrials
GOLD
Capital Markets · Financial Services
Specialty Retail · Consumer Cyclical
AIOT
Software - Application · Technology
Specialty Business Services · Industrials
GENI
Internet Content & Information · Communication Services