Civeo Q3 2025 Earnings — Notes

Positives on the turnaround Cost-cutting and cold-closing continue to show tangible progress. Accommodation gross profit margin improved again, reaching 27.38%, up from 25.71% in the previous quarter and 17.87% a year earlier. The share buyback program is moving steadily forward. With 69% of the authorization already completed, the company remains on track to reduce its…

Civeo Corp (NYSE: $CVEO) : Betting on Beds Without Losing Sleep

History, Acquisitions & Foundation Laying: These paragraphs are extracted from the 2024 10-K report to explain what the company does. There is no need for me to paraphrase what they do, since they do a better job explaining it than I could. On the company’s history: It was founded in 1977 as a rental company…

Liberty Latin America: Spin-off and Deleveraging Story

Business: Liberty Latin America is an international provider of fixed, mobile and subsea telecommunication services, residential as well as B2B, across 20 countries in Latin America and the Caribbean through C&W Caribbean, C&W Panama, Liberty Puerto Rico and Liberty Costa Rica. As you can see, the company is pretty big in the region. They have…