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FUNDRAISING NEWS | August 21, 2025

July 2025 – Earnings Season Highlights AI Acceleration, Financial Stability, and Resilient Consumer Demand

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Earnings reports across July reflected a consistent focus on execution, backlog conversion, and disciplined cash management, even as companies continued to fund AI infrastructure and modernization programs. Technology platforms underscored durable demand for cloud and data center capacity, while banks emphasized stable credit quality and expense control amid a flattening rate environment.

Industrial and defense companies pointed to multi-year backlogs and strong service intensity, reinforcing visibility despite near-term program charges. Energy and utilities maintained steady utilization and project pipelines linked to LNG and renewables, supporting robust cash returns. Data-center REITs and towers raised full-year guidance on record bookings tied to AI and cloud tenants. Travel and leisure names, led by cruise operators and hotel chains, highlighted resilient demand, strong pricing, and record pipelines into 2026.

The July 2025 Dakota Insights: Earnings Recap provides detailed analysis across sectors, management commentary, and key takeaways for long-only investors and institutional allocators navigating the second half of 2025.

Download the July 2025 Earnings Recap here!

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Written By: Dakota Research

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