The earnings call highlighted strong investment activity and growth in the AI sector, along with increased warrant and equity holdings. However, challenges such as the reduction in dividend, extended portfolio growth timeline, and decreased portfolio yield were also noted. The sentiment is balanced with both positive growth indicators and notable challenges.

Company Guidance

During the TriplePoint Venture Growth BDC Corp. second quarter 2025 earnings call, the company reported significant investment activity, with debt investment portfolios growing to $663 million at cost. They signed term sheets exceeding $875 million with venture growth stage companies over the last three quarters. In Q2, $79 million in debt investments were funded, surpassing previous guidance and marking the highest level of funding in ten quarters. The company also highlighted a robust pipeline and strong demand from sectors like AI, verticalized software, and fintech. Despite prepayment and repayment activities, net investment income for Q2 was $11.3 million or $0.28 per share, with a net asset value at $348.7 million or $8.65 per share. The board announced a quarterly dividend reduction to $0.23 per share to better align with earnings. Additionally, TriplePoint Capital initiated a $14 million discretionary share purchase program and waived income incentive fees for the remainder of 2025, underscoring their commitment to shareholder alignment and long-term value creation.

Increased Investment Activity

Debt investment portfolio grew to $663 million at cost, with signed term sheets exceeding $875 million over the last three quarters. This marks the highest level of funding activity in the last 10 quarters.

Venture Growth Stage Investment Surge

According to PitchBook-NVCA, $84 billion of venture growth stage investments were deployed across 499 deals in the first half of 2025, signaling strong market activity.

AI Sector Investment

Several new AI companies, including Marvin, Eightfold, and RudderStack, were added to the portfolio, reflecting a focus on high potential sectors.

Warrant and Equity Holdings Increase

The fair value of warrant and equity holdings increased to $127 million, driven by a $7.3 million markup in Revolut holdings.

Net Asset Value Increase

Net asset value increased to $348.7 million or $8.65 per share, up from $347 million or $8.62 per share in the previous quarter.

Income Incentive Fee Waiver

The adviser waived the income incentive fee for the remainder of the year, aligning with shareholder interests.

TriplePoint Venture Growth (TPVG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TPVG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.30 / -	0.35	―	―	―
Aug 06, 2025	2025 (Q2)	0.30 / 0.28	0.33	-15.15% (-0.05)
May 07, 2025	2025 (Q1)	0.31 / 0.27	0.41	-34.15% (-0.14)	―
Mar 05, 2025	2024 (Q4)	0.35 / 0.32	0.47	-31.91% (-0.15)
Nov 06, 2024	2024 (Q3)	0.35 / 0.35	0.54	-35.19% (-0.19)
Aug 07, 2024	2024 (Q2)	0.44 / 0.33	0.53	-37.74% (-0.20)
May 01, 2024	2024 (Q1)	0.44 / 0.41	0.53	-22.64% (-0.12)
Mar 06, 2024	2023 (Q4)	0.48 / 0.47	0.58	-18.97% (-0.11)
Nov 01, 2023	2023 (Q3)	0.51 / 0.54	0.51	5.88% (+0.03)
Aug 02, 2023	2023 (Q2)	0.50 / 0.53	0.41	29.27% (+0.12)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TPVG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$6.90	$6.33	-8.26%
May 07, 2025	$5.62	$6.05	+7.65%
Mar 05, 2025	$7.12	$6.74	-5.34%
Nov 06, 2024	$6.03	$6.67	+10.61%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does TriplePoint Venture Growth (TPVG) report earnings?

TriplePoint Venture Growth (TPVG) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is TriplePoint Venture Growth (TPVG) earnings time?

TriplePoint Venture Growth (TPVG) earnings time is at Oct 29, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is TPVG EPS forecast?

TPVG EPS forecast for the fiscal quarter 2025 (Q3) is 0.3.

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