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ARAR

What Antero Resources promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

5 of 9 judged targets kept · 25 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Dry gas well productivity (Harrison County)2 Bcf per 1,000 footSep 2025Jun 2026:our EUR increased 67% from 1.2 Bcf per 1,000 to over 2 Bcf per 1,000.
Call transcript, Jun 2026 · no direct link
Achieved
Drilling & Completion Capital$1 billionDec 2025Jun 2026:Right now, we're probably somewhere a bit north of $1 billion, but not to the $1.2 billion.
Call transcript, Jun 2026 · no direct link
Diluted
Annualized cash flow uplift (from ORRI dissolution)$60 millionJun 2026Jun 2026:resulting in an increase of $60 million of annualized cash flow beginning in the third quarter of 2026.
Call transcript, Jun 2026 · no direct link
New

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Antero Resources’s full ledger

A free account opens 5 company ledgers a month. All 34 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 34 tracked commitments for Antero Resources

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.