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14:00
Aug 04 ◎

DUK FY2026 Q2 Watch

Duke Energy Corporation (Holding Company) (DUK) FY2026 Q2 Earnings Call

OPENAI BYTEDANCE DUK GEV ETR ▾

Brian Savoy

The pipeline of large load data center customers, which includes major hyperscalers like OpenAI, is converting into firm electric service agreements, providing Duke with a clear revenue growth trajectory.

"We have now secured 7.8 gigawatts of electric service agreements with data center customers."

OPENAI WATCH

Brian Savoy

Duke is securing long-term power contracts with major data center customers, including ByteDance, de-risking its large capital build-out plan.

"We have now secured 7.8 gigawatts of electric service agreements with data center customers."

BYTEDANCE WATCH

Harry Sideris

Management is confident in hitting the high end of its long-term growth range starting in 2028, driven by a massive pipeline of secured data center load and a record capex plan.

"we remain firmly on track to achieve our 2026 guidance range of 655 to 680. We are also reaffirming our long-term earnings per share growth rate of 5% to 7% through 2030."

DUK WATCH

Harry Sideris

Duke's data center load has officially pushed its Carolinas load forecast to the 'high-load scenario,' validating the need for its full near-term resource plan, including new gas and nuclear. — This confirms the regional utility demand boom is materializing faster than planned, driving incremental orders for turbines and grid equipment.

"we're executing on the construction of new dispatchable capacity, including increasing the number of gas turbines available under our framework agreement with G.Vernova to 26 to align with the next phase of build in the IRPs."

GEV WATCH ETR WATCH

HIGH

14:00
May 05 ◎

DUK FY2026 Q1 Watch

Duke Energy Corporation (Holding Company) (DUK) FY2026 Q1 Earnings Call

DUK GEV ▾

Brian Savoy

Management reaffirms guidance and expresses increased confidence, expecting to hit the top half of growth range by 2028 as data center loads materialize.

"We are on track to achieve our 2026 EPS guidance range of 655 to 680 and five to 7% EPS growth through 2030 with confidence to earn the top half of the range beginning in 2028."

DUK WATCH

Harry Sideris

Duke has secured 2.7 GW of incremental ESAs with data center customers in the first quarter, bringing total to ~7.6 GW, and expects steps up in load beginning 2H27. This suggests strong and accelerating demand for power infrastructure. — The continued volume of firm, contracted demand strengthens the investment thesis for power generation, especially gas-fired capacity for which GE Vernova is a key supplier.

"The first turbines secured under our framework agreement with GE Vernova are being built, with the turbines for the first person county combined cycle project expected to be delivered in the second half of this year."

GEV WATCH

HIGH

15:00
Feb 10 ◎

DUK FY2025 Q4 Watch

Duke Energy Corporation (Holding Company) (DUK) FY2025 Q4 Earnings Call

DUK MSFT ▾

Brian Savoy

Management is highly confident in delivering top-half EPS growth starting in 2028, driven by a $103b capex plan and signing of ESA contracts that de-risk the load growth outlook.

"As load growth and capital investment accelerate, we are more confident than ever in our ability to earn the top half of the 5% to 7% EPS range beginning in 2028."

DUK WATCH

Brian Savoy

Nearly 75% of Duke's economic development load by 2030 will be from data centers, up from 50% a few quarters ago. — Indicates an accelerating concentration of data center demand in Duke's territories, which may pressure other utilities to secure similar contracts and grid capacity.

"we signed an additional one and a half gigawatts of electric service agreements with data center customers, including Microsoft and Compass."

MSFT WATCH

HIGH

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