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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Will Katz | TD Cowen | 6 | 17% |
| Glenn Schorr | Evercore ISI | 6 | 0% |
| Patrick Davitt | Autonomous Research | 6 | 17% |
| Alex Blostein | Goldman Sachs | 6 | 17% |
| Ken Worthington | JPMorgan | 5 | 0% |
| Mike Brown | UBS | 4 | 0% |
| Steve Chubak | Wolfe Research | 4 | 0% |
| Brennan Hawken | BMO Capital Markets | 4 | 50% |
| Ben Budish | Barclays | 4 | 0% |
| Mike Cyprys | Morgan Stanley | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Evercore ISI | 1 | 6 | 0% |
| TD Cowen | 1 | 6 | 17% |
| Autonomous Research | 1 | 6 | 17% |
| Goldman Sachs | 1 |
| 6 |
| 17% |
| JPMorgan | 1 | 5 | 0% |
| Piper Sandler | 3 | 5 | 0% |
| BMO Capital Markets | 1 | 4 | 50% |
| Barclays | 1 | 4 | 0% |
Apollo posted record FRE of $728 million or $1.17 per share up 30% year-over-year, though GAAP revenue and earnings declined significantly due to investment return volatility impacting SRE mark-to-market results. Retirement Services experienced spread compression as equity market declines reduced Athene's portfolio returns. The fee-related business demonstrated its resilience and independence from market-sensitive investment income.
Credit | Competitive Dynamics | Subscriber Growth | Demand | M&A | Capital Allocation | Innovation & R&D | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 2 | 1 | 3 | 2 | 1 | |
| 2025Q1 | 2 | 4 | 2 | 3 | 1 | 2 | ||
| 2025Q2 | 2 | 3 | 4 | 2 | 1 | 1 | 2 | 1 |
| 2025Q3 | 5 | 3 | 4 | 1 | 1 | 1 | 1 | 2 |
| 2025Q4 | 5 | 5 | 4 | 2 | 1 | 2 | 1 | |
| 2026Q1 | 3 | 2 | 3 | 1 | 2 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Credit | 3 | 2 | 2 | 5 | 5 | 3 |
| Competitive Dynamics | 3 | 4 | 3 | 3 | 5 | 2 |
| Subscriber Growth | 2 | 2 | 4 | 4 | 4 | |
| Demand | 1 | 3 | 2 | 1 | 2 | 3 |
| M&A | 3 | 1 | 1 | 1 | 1 | 1 |
| Capital Allocation | 2 | 1 | 1 | 2 | 2 | |
| Innovation & R&D | 2 | 2 | 1 | 3 | ||
| Regulation Policy | 1 | 1 | 2 | 1 | 1 |