Waystar Holding Corp. (WAY) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript
Seeking Alpha· 2025-09-11 01:46
Question-and-Answer SessionFantastic. I guess for those in the room, I know you obviously have a health care angle to you. So for those in the room who are a little bit less familiar with what Waystar does and what you're trying to build at the company, maybe just give a brief overview of the history, your role at the company and then maybe help us understand the software angle a little bit here.Matthew HawkinsCEO & Director So I'm Matt Hawkins. I'm the CEO of Waystar. I spent most of my career in and aroun ...
LNTH INVESTOR ALERT: Lantheus Holdings, Inc. Investors with Substantial Losses Have Opportunity to Lead the Lantheus Class Action Lawsuit
Prnewswire· 2025-09-11 01:46
Accessibility StatementSkip Navigation SAN DIEGO, Sept. 10, 2025 /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Lantheus Holdings, Inc. (NASDAQ: LNTH) securities between February 26, 2025 and August 5, 2025, inclusive (the "Class Period"), have until November 10, 2025 to seek appointment as lead plaintiff of the Lantheus class action lawsuit. Captioned Margolis v. Lantheus Holdings, Inc., No. 25-cv- 07491 (S.D.N.Y.), the Lantheus class action lawsuit charges Lanth ...
Microsoft Corporation (MSFT) Goldman Sachs Communacopia + Technology 2025 Transcript
Seeking Alpha· 2025-09-11 01:43
Question-and-Answer SessionWell, our next guest is Jared Spataro. I will have Jared walk us through his background. We would love to find out what you've been doing at Microsoft for the short span of 20 years. You look very young, and I find it very hard to believe that you've been at Microsoft 20 years. But tell us about your background and career.Jared SpataroCorporate Vice President of Modern Work & Business Applications Sure. So I was educated as a computer scientist and started there. It's always been ...
Microsoft Corporation (MSFT) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript
Seeking Alpha· 2025-09-11 01:43
Question-and-Answer SessionWell, our next guest is Jared Spataro. I will have Jared walk us through his background. We would love to find out what you've been doing at Microsoft for the short span of 20 years. You look very young, and I find it very hard to believe that you've been at Microsoft 20 years. But tell us about your background and career.Jared SpataroCorporate Vice President of Modern Work & Business Applications Sure. So I was educated as a computer scientist and started there. It's always been ...
ClearBridge Large Cap Value ESG Strategy Q2 2025 Commentary (undefined:SINAX)
Seeking Alpha· 2025-09-11 01:40
Happy Kikky/E+ via Getty Images By Dmitry Khaykin & Deepon Nag Market Overview U.S. equities bounced back from a first-quarter correction and survived tariff and growth scares as well as geopolitical concerns to deliver solid gains in the second quarter of 2025. The rebound following April’s tariff-induced Liberation Day selloff was marked by a return to AI market leadership, with hyperscalers showing their commitment to high levels of AI-driven capex. Semiconductor companies also benefited amid solid ...
Zillow Group, Inc. (ZG) Goldman Sachs Communacopia + Technology Conference 2025 Transcript
Seeking Alpha· 2025-09-11 01:39
Question-and-Answer SessionGreat. So Zillow, clearly, a household name, strong brand awareness, over 240 average monthly unique users across apps and sites. Most people have obviously interacted with the portal either through the app or the website. But for those who may be a little bit less familiar with the business model, could you talk a little bit about the Zillow business and notable highlights from the business that you have this year so far?Jeremy HofmannChief Financial Officer Yes. So we have been ...
Zillow Group, Inc. (ZG) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript
Seeking Alpha· 2025-09-11 01:39
Question-and-Answer SessionGreat. So Zillow, clearly, a household name, strong brand awareness, over 240 average monthly unique users across apps and sites. Most people have obviously interacted with the portal either through the app or the website. But for those who may be a little bit less familiar with the business model, could you talk a little bit about the Zillow business and notable highlights from the business that you have this year so far?Jeremy HofmannChief Financial Officer Yes. So we have been ...
Are CBA shares worth considering in September?
Rask Media· 2025-09-11 01:37
Commonwealth Bank of Australia share price is on watch this month as ASX investors scramble to put a rough valuation on the company. In this update, you’ll discover how to value a bank share like Commonwealth Bank of Australia, but remember this is just a quick version.Theshare price is on watch this month as ASX investors scramble to put a rough valuation on the company. In this update, you’ll discover how to value a bank share like Commonwealth Bank of Australia, but remember this is just a quick version. ...
JBBB: A CLO ETF That Sparks Debate Today
Seeking Alpha· 2025-09-11 01:37
There is more and more talk about Janus Henderson B-BBB CLO ETF (BATS: JBBB ), both among my colleagues in the banking field and under my analyses here on SA in the comments as anFinancial Serenity is a financial analysis and quantitative research column with a particular focus on the asset management sector. It is actively managed by Tommaso Scarpellini, a seasoned financial researcher and data analyst with proven experience in banking and financial analytics platforms. This initiative aims to provide an i ...
Kering SA (PPRUY) Shareholder/Analyst Call Transcript
Seeking Alpha· 2025-09-11 01:34
PresentationFrancois-Henri PinaultChairman & CEO Ladies and gentlemen, dear shareholders. I'm delighted to welcome you here in [indiscernible] on the occasion of this new General Meeting of the Kering Group. By my side, Véronique Weill, Lead Independent Director and Chair of the Remuneration Committee; Serge Weinberg, Independent Director and Chair of the Appointments and Governance Committee; and Eric Sandrin, Legal Director for the group and Corporate Secretary. First of all, I'd like to thank the members ...