Biotechnology Sector’s Premier Strategic Partnering Event  Kelowna, British Columbia – June 5, 2025 – TheNewswire - Lexaria Bioscience Corp. (Nasdaq: LEXX, LEXXW) (the "Company" or "Lexaria"), a global innovator in drug delivery platforms, announces that its Chief Executive Officer and President and Chief Scientific Officer will be attending the BIO International Convention (“BIO”) in Boston, June 16-19. With over 1,500 exhibitors and 20,000 attendees, BIO is the largest biotechnology convention in the wo ...

Ingram Micro (INGM) FY Conference June 04, 2025 04:20 PM ET Speaker0 Thank you. Hi. Thank you all for joining. I'm Maggie Nolan. I'm the IT services analyst here at William Blair, and I cover a number of stocks including Ingram Micro. I'm required to inform you that for a complete list of research disclosures or potential conflicts of interest please visit our website at williamblair.com. So we're excited to have Ingram Micro with us today and to have the CFO Mike Zilis, thank you for joining us. He's going ...

Fastly (FSLY) FY Conference June 04, 2025 12:20 PM ET Speaker0 It is. It's a big table. Speaker1 Hello, everyone, and you for joining us for our Growth Stock Conference and today's session with Fastly. My name is Jonathan Ho, and I'm the cybersecurity analyst for William Blair Company. Our speakers today are Todd Nightingale, who's the CEO of Fastly, and Ron Kisling, who's the CFO. Before we begin, I'm required to inform you that a complete list of research disclosures is available at our website at www.wil ...

OPKO Health (OPK) 2025 Conference June 04, 2025 11:05 AM ET Speaker0 Yep. I'm good. Speaker1 Good back. Okay. Hi, everyone. My name is Maury Raycroft and one of the biotech analysts at Jefferies. So it's a great pleasure that I'd like to welcome the team from OpCo. We've got Elliot Serhouni, president, and then Adam Logel, CFO. Thanks so much for joining us today. We're going to do a fireside chat format. So maybe to start things off for those who are new to the company, you can give a one minute intro to O ...

Summary of Curtiss Wright's Presentation at the William Blair Growth Stock Conference Company Overview - **Company**: Curtiss Wright - **Industry**: Aerospace and Defense - **Key Personnel**: CEO Lynn Bamford, CFO Chris Farkas, Head of Investor Relations Jim Ryan - **Milestone**: Celebrated 95 years on the New York Stock Exchange [8][9] Core Messages - **Pivot to Growth Strategy**: Launched four years ago, focusing on growth and operational excellence [6][12] - **Financial Performance**: Strong financial results with a track record of achieving financial targets set during Investor Days [7][12] - **Engineering Workforce**: Approximately 9,000 employees, with 2,000 engineers, emphasizing collaboration and talent development [11] Operational Strategies - **Operational Growth Platform**: Focus on maximizing profitability through commercial and operational excellence [12] - **R&D Investments**: Increased R&D investments above sales growth, contributing to margin expansion and earnings growth in the mid-teens [12][26] - **Cost Efficiency**: Ongoing consolidation programs to drive efficiencies and reinvest in the business [13] End Markets and Growth Opportunities - **Navy Footprint**: Significant supplier for U.S. Navy platforms, targeting increased content for future generation platforms [19][20] - **Defense Electronics**: Partnership with NVIDIA to enhance electronics capabilities for battlefield technology [20] - **Nuclear Industry**: Focus on aftermarket services, life extensions, and new reactor builds, including small modular reactors (SMRs) [18][22][24] Market Trends - **Commercial Aerospace**: Anticipated multiyear ramp in growth, heavily focused on OEM [31] - **Foreign Military Spending**: Increased spending contributing to growth in defense markets [31] - **Nuclear Energy Expansion**: Targeting significant growth in nuclear energy, with potential for $1.5 billion in market share from Eastern Europe and additional opportunities from U.S. reactor builds [28][39][40] Financial Targets and Performance - **Sales Growth**: Targeting over 5% organic sales growth, with mid to high single-digit growth in defense markets [31] - **Operating Margins**: Expected operating margin expansion, with a current target of 18.4% [34] - **Free Cash Flow**: Projecting $1.3 billion in free cash flow over three years, with a strong focus on capital allocation [35][36] Future Outlook - **Nuclear Reactor Opportunities**: Anticipating orders for AP1000 reactors in 2026, with significant growth potential in the nuclear sector [43] - **Strategic Partnerships**: Collaborations with major players in the nuclear industry to enhance market position [40][41] Conclusion - **Investment Proposition**: Curtiss Wright's pivot to growth strategy is yielding positive results, with strong market positioning and a focus on delivering value to shareholders [28][29]

Sprinklr (CXM) Q1 2026 Earnings Call June 04, 2025 08:30 AM ET Speaker0 Greetings. Welcome to Sprinklr First Quarter Fiscal Year twenty twenty six Earnings Call. At this time, participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this call is being recorded. It is now my pleasure to introduce Eric Skrow, Vice President, Finance. Thank you. You may begin. Speaker1 Thank you, operator, and welcome, everyone, to Sprinklr's first quarter fiscal ...

Praxis Precision Medicines (PRAX) 2025 Conference June 04, 2025 08:10 AM ET Speaker0 Good morning everyone. Welcome to the Jefferies Global Healthcare Conference twenty twenty five. With me today I have the great pleasure of introducing Praxis Precision Medicine's CEO and dear friend Marcio Souza. Marcio, how are you doing this morning? Speaker1 Doing great. Living the dream. Speaker0 Amazing. Well, we'll just jump right into it because there's so much exciting work you guys are doing at Praxis. Top of mind ...

Core Insights - The discussion revolves around the concept of "platformization" and its implications in the tech industry, particularly in relation to Palo Alto Networks and its competitors like Microsoft [5][6]. Group 1: Company Insights - Nikesh Arora, the CEO of Palo Alto Networks, emphasizes the evolution of applications in various functional spaces, highlighting how multiple applications have converged to share data and communicate effectively [7]. Group 2: Industry Insights - The term "platformization" is explored, with a distinction made between Palo Alto Networks' interpretation and that of other companies, such as Microsoft, indicating a broader trend in the tech industry towards integrated solutions [5][6].

Financial Results Q1 FY 2026 As of June 3, 2025 ® CrowdStrike, Inc. All rights reserved. Safe Harbor This presentation includes express and implied "forward-looking statements", including forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts, and in some cases, can be identified by terms such as "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "intend," " ...

Summary of Palo Alto Networks (PANW) 2025 Conference Company Overview - **Company**: Palo Alto Networks (PANW) - **Event**: 2025 Conference - **Date**: June 03, 2025 Key Industry Insights - **Platformization**: The concept of platformization is emphasized as a convergence of multiple cybersecurity products into a unified platform, contrasting with traditional point solutions. This approach aims to enhance efficiency and reduce errors by allowing data to communicate across various applications [5][10][11] - **Cybersecurity Landscape**: The cybersecurity industry is evolving with a focus on integrated solutions rather than standalone products. The integration of acquisitions into a cohesive platform is a strategic priority for Palo Alto Networks [11][12][47] Core Company Strategies - **Acquisition Integration**: Palo Alto Networks has made numerous acquisitions, focusing on integrating these into their core platforms, particularly in cloud security. The company has rewritten its Prisma Cloud backend on the Cortex data platform, consolidating nine acquisitions into a unified system [11][12][17] - **Market Positioning**: The company is positioning itself as a leader in the SASE (Secure Access Service Edge) and XDR (Extended Detection and Response) markets, with significant growth in these areas. It is noted that Palo Alto Networks is now one of the top players in these segments [80][81] - **AI Security**: The introduction of Prisma AIR's AI security platform aims to address the unique security challenges posed by AI deployments. The focus is on ensuring that AI applications are secure and do not expose sensitive data [29][30][53] Financial Performance and Market Trends - **Spending Environment**: The spending environment has shown signs of normalization after initial shocks from tariff discussions. Companies are increasingly focused on cloud and AI transformations, which are complex and often led by system integrators [24][28][21] - **Growth Projections**: The company anticipates mid to low double-digit percentage growth over the next five years, with a goal of doubling its business in that timeframe. The focus is on capturing trends in hardware to software migration and expanding its market share in key areas [80][82] Customer Engagement and Sales Strategy - **Customer Acquisition**: The strategy involves landing customers with specific products and expanding their engagement across the platform. For instance, a customer increased their annual spend from $3 million to $30 million over five years through platformization [84][86] - **Target Buyers**: The primary buyers for Palo Alto Networks' solutions include CIOs, CTOs, and CISOs, especially for larger deals. The company has seen success in cross-selling its products to existing customers [20][18] Competitive Landscape - **Market Dynamics**: The cybersecurity market is becoming increasingly competitive, with incumbents expanding their capabilities and startups emerging in new areas. The company acknowledges the need to remain vigilant and innovative to maintain its market position [70][72] - **Integration with System Integrators**: Collaborations with system integrators like Accenture and Deloitte are crucial for facilitating customer transitions to cloud and AI solutions, enhancing Palo Alto Networks' market reach [21][22] Additional Insights - **Data Management**: The company emphasizes the importance of managing large volumes of data effectively to enhance security outcomes. The shift towards collecting more data at lower costs is seen as a key differentiator in the SIEM (Security Information and Event Management) space [55][60] - **Future of AI in Cybersecurity**: The evolving landscape of AI presents both opportunities and challenges. The company is focused on ensuring that AI deployments are secure and that enterprises can leverage AI without compromising their data integrity [29][30][39] This summary encapsulates the key points discussed during the Palo Alto Networks conference, highlighting the company's strategic direction, market positioning, and insights into the cybersecurity landscape.