Blue Owl Technology Finance Corp. (OTF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone, and welcome to Blue Owl Technology Finance Corp's fourth quarter 2025 earnings call. As a reminder, this call is being recorded. At this time, I'd like to turn the call over to Mike Mustachio, head of BDC Investor Relations. Please go ahead. Thank you, operator, and welcome to Blue Owl Technology Finance Corp's fourth quarter and full year 2025 earnings conference call. Yesterday, OTF issued its earnings release and posted an earnings presentation for the fourth quarter ended December 31st, 2025. These should be reviewed in connection with the company's 10-K filed yesterday with the SEC. All materials referenced on today's call, including the earnings press release, earnings presentation, and 10-K, are available on the investor section of the company's website at blueltechnologyfinance.com. Joining us on the call today are Craig Packer, Chief Executive Officer, Eric Bissonnette, President, and Jonathan Lamb, Chief Financial Officer. I'd like to remind listeners that remarks made during today's call may contain forward-looking statements which are not guarantees of future performance or results and involve a number of risks and uncertainties that are outside of the company's control. Actual results may differ materially from those in forward-looking statements as a result of a number of factors, including those described in OTF's filings with the SEC. The company assumes no obligation to update any forward-looking statements. We'd also like to remind everyone that we'll refer to non-GAAP measures on this call, which are reconciled to GAAP figures in our earnings presentation, available on the events and presentations section of our website. Certain information discussed on this call and in the company's earnings materials, including information...