CPM Express

Search documents
OneStream (OS) Conference Transcript
2025-06-03 21:20
OneStream (OS) Conference June 03, 2025 04:20 PM ET Speaker0 We're on the edge. So yeah. Okay. I'll sit in the middle. He'll sit over there. Speaker1 Alright. We should get started? Okay. Let's get started. Hey, everybody. My name is Koji Enketa. I am one of the software analysts here at PFA on the on the tech franchise. I am super thrilled to have Bill Kofed, CFO of OneStream here to us. Thanks so much for joining us. Yeah. Thanks for including this. Of course. Of course. And so we were just talking about ...
美洲新兴软件:第一季度业绩中浮现的关键主题:重新审视首要投资观点;买入OS、VERX、WAY
Goldman Sachs· 2025-05-28 04:55
27 May 2025 | 12:29AM EDT Americas Emerging Software Key Themes Emerging from 1Q results: Revisiting Top Ideas; Buy OS, VERX, WAY With the median stock in our SMID-cap Software coverage down ~15% YTD (vs. the S&P 500 down ~1%), we revisit quarterly performance, highlight emerging trends, and frame characteristics of top tactical ideas as we think of where we go from here. Exiting Q4 results, we saw a "trough-on-trough" narrative emerge for a number of companies under coverage (i.e. BL, OS, VERX, WK, SMWB), ...
OneStream (OS) FY Conference Transcript
2025-05-14 18:00
OneStream (OS) FY Conference May 14, 2025 01:00 PM ET Speaker0 Okay. Good afternoon everyone. I am Mark Murphy, head of software research with JPMorgan. And it is a great pleasure to be here with Bill Kofed who is CFO of OneStream. And I want to I just want to acknowledge that Annie is out here and made the trip as well. So first off, Bill, I just want to say thank you to you for carving out the time and flying across the country to be here with us. Speaker1 Yeah, thanks including us. This is of course an a ...
OneStream, Inc.(OS) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:32
OneStream (OS) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Annie Leschin - VP - Strategic Finance & IRTom Shea - Co - Founder, CEO & PresidentBill Koefoed - CFOJohn DiFucci - Senior Managing DirectorAdam Hotchkiss - VP - Emerging Software Equity ResearchKoji Ikeda - Director - Enterprise Software Equity ResearchRyan Krieger - VP - Software Equity ResearchSonak Kolar - Software Equity Research AssociateTerry Tillman - Managing DirectorSiti Panigrahi - Managing DirectorScott Berg - Man ...
OneStream, Inc.(OS) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:30
OneStream (OS) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Welcome to the OneStream's First Quarter Fiscal twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. As a reminder, today's program is being recorded. And now I'd like to introduce your host for today's program, Annie Lesage, Vice President, Investor Relations and Strategic Finance. Please go ahead, ma'am. Spea ...