2. we are updating our near-term development plan to include the full expansion of CP2, which is 12 trains or 10 MTPA. The Plaquemines expansion bolt-on plans remain unchanged at around 6.4 MTPA with optionality that additional trai
May 12, 2026 / receipt
Third quarter, dollar-based net expansion was 129%, driven by strength in e-commerce, travel, hospitality, logistics, and the social industries.
Nov 4, 2021 / receipt, needs a key / Rory Reed, CEO | earnings call 2021-11-04 | transcript 19a34582-6aa6-4b1d-a233-0aec45fb1db4 | chars 5720-5864 | segment 5
We saw particular strength in our e-commerce, financial, and travel verticals as customers continued to adopt new products and expand usage across the portfolio.
Nov 4, 2021 / receipt, needs a key / Steve Lasher, CFO | earnings call 2021-11-04 | transcript 19a34582-6aa6-4b1d-a233-0aec45fb1db4 | chars 13357-13518 | segment 13
Dollar-based net expansion was 125% in the quarter, driven by accelerating usage growth in e-commerce, social media, gaming, with travel and hospitality showing particular strength.
Aug 5, 2021 / receipt, needs a key / Rory Reed, CEO | earnings call 2021-08-05 | transcript e798e476-4a19-46fe-8163-c34bbb36e535 | chars 5429-5610 | segment 5
Great. Thanks for taking the question, and great to see the API strengthen the quarter even before return of travel and hospitality. I'd love to hear some more color on the growth here, especially around some of the drivers behind the improving that retention. Thanks.
May 6, 2021 / receipt, needs a key / Ryan McWilliams, other | earnings call 2021-05-06 | transcript d06bc571-e5c4-4855-ac84-58ca86225ebd | chars 19908-20176 | segment 19
Travel and hospitality hasn't picked up all the way. There's definitely a communications revolution that's underway that's going to last the next three, five, seven years.
May 6, 2021 / receipt, needs a key / Rory, CEO | earnings call 2021-05-06 | transcript d06bc571-e5c4-4855-ac84-58ca86225ebd | chars 28446-28617 | segment 29
2027 production sensitivity is significantly impacted by the timing of production at CP2, which we expect to commence in H2 2027
ir_statement / Aug 30, 2026 / receipt
2028 and 2029 include the impact from the potential, initial bolt-on(3) expansions at CP2 and Plaquemines
ir_statement / Aug 30, 2026 / receipt
Represents expansions of 10.0 MTPA at CP2 and 6.4 MTPA at Plaquemines, subject to regulatory approval and gas supply as outlined on page 22
ir_statement / Aug 30, 2026 / receipt
We will continue to forward contract additional cargos on a rolling basis to match the timing of production while securing short to medium-term contracts on post-COD available capacity
ir_statement / Aug 30, 2026 / receipt
Addition of 12 mid-scale liquefaction trains at CP2
ir_statement / Aug 30, 2026 / receipt
Addition of 8 mid-scale liquefaction trains at Plaquemines
ir_statement / Aug 30, 2026 / receipt
Meeting Global Demand With Disciplined, Incremental Capacity Additions Supported by Additional SPAs
ir_statement / Aug 30, 2026 / receipt
Closed a $1.75Bn senior secured, Term Loan B credit facility for the repayment in full of the preferred equity interest in Calcasieu Pass Funding, LLC, previously issued to Stonepeak Bayou Holdings II
ir_statement / Aug 30, 2026 / receipt
Final investment decision and successful closing of an $8.6Bn project financing for CP2 Phase II
ir_statement / Aug 30, 2026 / receipt
Continue to expect Plaquemines Phase I COD in Q4 2026
ir_statement / Aug 30, 2026 / receipt
Expect total 2026 capex of $12Bn - $13Bn
ir_statement / Aug 30, 2026 / receipt
We anticipate Plaquemines basis costs will decline in 2028 as new pipeline connectivity is added
ir_statement / Aug 30, 2026 / receipt
| 2026-11-09 | earnings call | scheduled | ir |