Blue Owl Capital (NYSE:OWL) Q3 2025 Earnings Call October 30, 2025 10:00 AM ET Company ParticipantsMarc Lipschultz - Co-CEOPatrick Davitt - PartnerSteven Chubak - Manging DirectorChris Kotowski - Managing DirectorAlan Kirshenbaum - CFOBenjamin Budish - DirectorCraig Siegenthaler - Managing DirectorBrian Bedell - DirectorAnn Dai - Managing Director and Head of Investor RelationsBrian Mckenna - Director of Equity ResearchAlex Blostein - Managing DirectorConference Call ParticipantsGlenn Schorr - Senior Managi ...

Blue Owl Capital (NYSE:OWL) Q3 2025 Earnings Call October 30, 2025 10:00 AM ET Company ParticipantsMarc Lipschultz - Co-CEOPatrick Davitt - PartnerSteven Chubak - Manging DirectorChris Kotowski - Managing DirectorAlan Kirshenbaum - CFOBenjamin Budish - DirectorCraig Siegenthaler - Managing DirectorBrian Bedell - DirectorAnn Dai - Managing Director and Head of Investor RelationsBrian Mckenna - Director of Equity ResearchAlex Blostein - Managing DirectorConference Call ParticipantsGlenn Schorr - Senior Managi ...

Blue Owl Capital (NYSE:OWL) Q3 2025 Earnings Call October 30, 2025 10:00 AM ET Speaker5Good morning and welcome to Blue Owl Capital's third quarter 2025 earnings call. During the presentation, your lines will remain on listen only. After the presentation, there will be a question and answer session. To ask a question, please press star one on your telephone keypad. I'd like to advise all parties that this conference call is being recorded. I will now turn the call over to Ann Dai, Head of Investor Relations ...

核心观点 - 文章核心观点为DigitalBridge Group Inc (DBRG) 是当前值得关注的投资标的 尤其因其在人工智能基础设施领域的业务布局和增长潜力而受到分析师推荐 [1][3] 业务模式与投资主题 - 公司业务模式是投资于人工智能和经济中的AI基础设施部分 但规避了纯技术风险 因其投资更侧重于基础设施相关领域 如电力供应 [2] - 公司被视为人工智能基础设施领域的重要参与者 其投资组合包含尚未实现的巨大嵌入式收益 这些收益源于其技术投资 [2] - 公司目前正在募集第三只旗舰数字基础设施基金 此次募资的成功与否被视为影响其股价的关键因素 [3] 投资亮点与价值驱动 - 公司的专业能力使其可能被其他资产管理公司视为有吸引力的收购目标 [2] - 一项关键价值驱动因素是公司约两年前以约110亿美元估值将领先的AI数据中心运营商Switch私有化 近期有报道称Switch可能以400亿美元估值重新上市 这有望显著提升公司投资价值并助力其基金募集 [3] - 分析师认为 若基金募集成功 公司当前股价水平显得相当便宜 [3]