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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Our land banking relationships with no Rose, Angelo Gordon, Domain, Parstone, Apollo and others continue to function extremely well, providing just-in-time home site delivery in support of our manufacturing model.”
Apollo is named among Lennar's land banking counterparties providing just-in-time home site delivery, a read-through to Apollo's real-estate/land-banking capital deployment with homebuilders.
“innovative alternatives offerings developed through partnerships with Apollo Global Management, Bridgewater Associates, and Blackstone”
State Street partnered with Apollo Global Management to develop innovative alternatives ETF offerings, a product-partnership read-through for APO.
“It's almost exactly 5 years ago that we announced our acquisition of The Venetian together with our partners at Apollo.”
Apollo is VICI's equity partner in The Venetian; the jointly underwritten investment thesis played out well, with property EBITDAR rising from $487M pre-pandemic to $777M in 2024.
“we actually, last year, did a partnership with Apollo and launched a -- we were handling the real estate portion. I think they're doing the private credit on a platform.”
Franklin partnered with Apollo on a defined-contribution private-markets product, with Franklin managing the real estate sleeve and Apollo the private credit sleeve.
“continued partnership with Apollo, we made further progress in expanding access to private markets with the launch of PRSD, an actively managed short-term bond ETF.”
State Street's ongoing partnership with Apollo expanded with a new public/private credit ETF (PRSD), extending their joint push into private markets.
“That process successfully culminated in today's announcement of a combined $7 billion strategic equity investment anchored by two leading global investment firms, Apollo and KKR.”
Apollo is co-anchoring a $7B strategic equity investment into KDP's coffee JV and future Beverage Co to lower acquisition-close leverage.
“We launched a partnership with Apollo in the DC space where I think it is Leaf House where Clarion is asleep, Apollo is asleep.”
Franklin Templeton's Clarion unit has partnered with Apollo to jointly offer sleeves in a defined-contribution retirement product, part of a broader industry trend toward public-private alliances.
“We have launched a couple of products there, one of which we're doing with Apollo that has both real estate and some private credit in it.”
Franklin Templeton is co-developing retirement-channel products with Apollo Global Management combining real estate and private credit, part of Franklin's push into semi-liquid alternatives for the retirement channel.
“we completed several important strategic growth initiatives, including the launch of innovative ETFs leveraging our partnerships with both Apollo Global Management and Bridgewater Associates.”
State Street's Global Advisors unit launched new ETFs in partnership with Apollo Global Management, part of a broader strategy of using partnerships to expand its investment-management product lineup.
“we announced an innovative $25 billion private credit partnership with our long-term client Apollo”
Citi announced a $25 billion private credit partnership with Apollo, framing it as an innovative expansion of its banking franchise's collaboration with a long-term client.
“Big step last year with CalPERS announcing their shift.”
An analyst cites CalPERS's shift toward a total-portfolio approach as a bellwether for large pensions increasing private-asset allocations, a tailwind for Apollo.
“our hybrid and credit franchise delivered a $1.2 billion strategic financing for Russell Investments, providing long-term capital and enhanced balance sheet flexibility to support their continued expansion.”
Apollo provided $1.2B strategic financing to Russell Investments to support balance-sheet flexibility and expansion.
“In January, we led a $3 billion convertible preferred financing for QXO, a building products distributor led by Brad Jacobs, a proven allocator with a phenomenal track record, and we were tapped to bring together a blue-chip investor group to provide flexible capital to support the company's long-term strategy of growth.”
Apollo led a $3B convertible preferred financing for QXO to fund Brad Jacobs's building-products distribution growth strategy.
“In December, we led a $3.5 billion capital solution to support Baylor's $5.4 billion acquisition and lease of data center infrastructure to a subsidiary of XAI.”
Apollo led a $3.5B financing for a $5.4B data-center infrastructure acquisition leased to an xAI subsidiary, a read-through on xAI's AI infrastructure buildout.
“On Athene's balance sheet, we have de minimis exposure of 0.5%, which is virtually all IG rated with hyperscalers such as Microsoft and Oracle.”
Apollo's Athene software exposure is de minimis and largely investment-grade hyperscaler debt including Oracle.
“On Athene's balance sheet, we have de minimis exposure of 0.5%, which is virtually all IG rated with hyperscalers such as Microsoft and Oracle.”
Apollo's Athene software exposure is de minimis and largely investment-grade hyperscaler debt including Microsoft.
“We're also seeing progress in our DC and 401(k) products in motion with State Street, with Empower, with One Digital, and with one very large RIA.”
One Digital is named as a partner in Apollo's defined-contribution/401(k) product push.
“We're also seeing progress in our DC and 401(k) products in motion with State Street, with Empower, with One Digital, and with one very large RIA.”
Empower is named as a partner in Apollo's defined-contribution/401(k) product push.
“And PRIV, our ETF with State Street, now approaches $700 million in size, and more importantly, it's among the top performers of investment-grade ETFs everywhere.”
Apollo's PRIV private-credit ETF with State Street nears $700M and is a top-performing IG ETF; the two also collaborate on DC/401(k) products.
“Traditional asset managers, you saw the announcement with Schroders this morning, which I expect to grow into a multibillion-dollar partnership.”
Apollo announced a partnership with Schroders it expects to grow into a multibillion-dollar relationship in its traditional-asset-manager channel.
“S&P, Moody's and Fitch each rate 50% of our fixed income assets.”
Apollo notes S&P Global rates 50% of Athene's fixed income assets, underscoring major-agency coverage of its portfolio amid private-credit ratings scrutiny.
“S&P, Moody's and Fitch each rate 50% of our fixed income assets.”
Apollo notes Moody's rates 50% of Athene's fixed income assets, underscoring major-agency coverage of its portfolio amid private-credit ratings scrutiny.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Alex Blostein | Goldman Sachs | 6 (17%) |
| Glenn Schorr | Evercore ISI | 6 (0%) |
| Will Katz | TD Cowen | 6 (17%) |
| Patrick Davitt | Autonomous Research | 6 (17%) |
| Ken Worthington | JPMorgan | 5 (0%) |
| Wilma Burdis | Raymond James | 4 (0%) |
| Brennan Hawken | BMO Capital Markets | 4 (50%) |
| Ben Budish | Barclays | 4 (0%) |
| Mike Cyprys | Morgan Stanley | 4 (0%) |
| Mike Brown | UBS | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 delivered record full-year FRE of $2.5 billion growing 23% with adjusted net income of $5.2 billion or $8.38 per share up 14%, as record origination exceeded $305 billion and capital formation reached $228 billion with AUM at $938 billion. The platform's combination of asset management scale and Athene insurance earnings created differentiated earnings power. Record ACS fees of $222 million in Q4 validated the capital solutions business as a structural growth driver.
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 |