{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-25-267483","form_type":"8-K","ticker":"TALO","cik":"0001724965","company_name":"TALOS ENERGY INC.","filed_at":"2025-11-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:40.258924+00:00","generated_at":"2026-05-16T23:50:52.027374+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Talos Q3 2025 net loss $95.9M; production beat, $103.4M adj. free cash flow, Daenerys discovery","bullets":["Production averaged 95.2 MBoe/d (70% oil, 76% liquids). Net loss $95.9M ($0.55/diluted) including $60.2M non-cash ceiling test impairment.","Adjusted net loss $33.0M ($0.19/diluted). Adjusted EBITDA $301.2M. Capital expenditures $104.6M.","Generated adjusted free cash flow of $103.4M. Repurchased 5.0M shares for $48.1M; over $100M returned to shareholders year-to-date.","Announced discovery at Daenerys exploration prospect; appraisal well planned for Q2 2026.","Improved FY2025 guidance: higher production, lower opex and capex. Optimal Performance Plan achieved $40M (exceeded $25M target)."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-25-267483","json":"https://secwatch.observer/filing/0001193125-25-267483.json","markdown":"https://secwatch.observer/filing/0001193125-25-267483.md","text":"https://secwatch.observer/filing/0001193125-25-267483.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1724965/000119312525267483/0001193125-25-267483-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1724965/000119312525267483/talo-20251105.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T23:50:52.027374+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}