Lumen Technologies (LUMN) 2025 Conference September 03, 2025 02:10 PM ET Company ParticipantsChris Stansbury - EVP & CFOConference Call ParticipantsJesse Davis - AnalystJesse DavisThanks for joining us today. By way of introduction, I am Jesse Davis from Citi. Welcome to today's presentation by Lumen Technologies at Citi's Global TMT Conference. We're pleased to have Chris Stansbury, Executive Vice President and CFO of Lumen, joining us today. Chris, welcome, thanks for taking the time.Good to be here. Exce ...

Datadog (DDOG) 2025 Conference September 03, 2025 01:30 PM ET Company ParticipantsFatima Boolani - Managing Director, Co-Head US Software Equity ResearchDavid Obstler - CFOFatima BoolaniAt our afternoon slump off is a conversation with Datadog. Really thrilled to have David Obstler, CFO of Datadog, on stage with me. Thank you for being here.David ObstlerThanks for having us. Appreciate it.Fatima BoolaniSo let's get right into it. I wanna level set, and and kinda set the stage, with you at Mhmm. The highest ...

Getty Images Cisco Systems Inc (NASDAQ: CSCO), a firm that offers networking hardware, security, collaboration, and cloud management services, is set to disclose its fiscal fourth-quarter earnings on Wednesday, August 13, 2025, with analysts predicting earnings of 98 cents per share on $14.62 billion in revenue. This would indicate a 13% increase in adjusted earnings year-over-year and a 7% rise in sales compared to the previous year's figures of 87 cents per share and $13.6 billion in revenue. Historically ...

Group 1: CoreWeave (CRWV) - CoreWeave reported a net loss of $149.6 million or -$1.49 per share, but Q1 sales surged 420% year-over-year to $981.6 million, indicating strong future earnings potential [2] - Nvidia disclosed a major stake in CoreWeave, owning 24.18 million shares, and has secured a $4.1 billion deal with OpenAI, with other notable customers including Microsoft and Meta Platforms [3] - CoreWeave's stock spiked over 35% this week and has increased over 100% since its IPO, reaching an all-time high of $84 per share [4] Group 2: Cisco Systems (CSCO) - Cisco Systems exceeded both top and bottom-line expectations for its fiscal third quarter, with Q3 sales rising 11% to $14.15 billion compared to $12.7 billion a year ago [5][6] - The company's Security segment revenue climbed 54% to $2.01 billion, and it reported over $600 million in AI infrastructure orders during the quarter [6] - Cisco has announced collaboration with the AI Infrastructure Partnership (AIP) to invest in scalable AI data centers alongside Microsoft, BlackRock, and Nvidia [7] Group 3: CyberArk Software (CYBR) - CyberArk reported Q1 sales of $317.6 million, a 43% increase year-over-year, exceeding estimates of $305.66 million, with EPS rising 30% to $0.98 from $0.75 a share [11] - The company has integrated artificial intelligence into its identity security solutions, enhancing threat detection and response capabilities [10] - CyberArk's stock is trading over $350 a share and has increased 35% in 2025, with an impressive average earnings surprise of 44.33% over the last four quarterly reports [11][12] Group 4: Market Sentiment - The quarterly reports of CoreWeave, Cisco Systems, and CyberArk have generated positive investor sentiment, suggesting potential for further stock price increases as the market sentiment turns bullish and AI continues to drive growth [13]

Company Overview - Wheels Up Experience Inc. is a leading provider of on-demand private aviation in the U.S. with a large and diverse fleet [3] - The company has a global network of safety-vetted charter operators committed to safety and service [3] - Wheels Up offers charter and membership programs along with commercial travel benefits through a strategic partnership with Delta Air Lines [3] Upcoming Event - The CEO of Wheels Up, George Mattson, will present at the Bank of America Industrials, Transportation, and Airlines Key Leaders Conference in New York on May 15, 2025, at 8:45 am ET [1] - The event will be webcast live and accessible via the Investor Relations website [1][2] Services Offered - In addition to private aviation, Wheels Up provides freight, safety, security, and managed services to various clients, including individuals and government organizations [3] - The Wheels Up app and website allow members to easily search, book, and fly [3]

Financial Data and Key Metrics Changes - NXP reported Q1 revenue of $2,840 million, a decrease of 9% year on year, but slightly above the midpoint of guidance [6][20] - Non-GAAP operating margin for Q1 was 31.9%, down 260 basis points year on year, but 40 basis points above the midpoint of guidance [7][21] - Non-GAAP earnings per share for Q1 was $2.64, which was $0.05 better than the midpoint of guidance [20] - Total debt at the end of Q1 was $11,730 million, up $871 million sequentially, while cash balance was $3,990 million, up $696 million sequentially [22] Business Line Data and Key Metrics Changes - Revenue trends in mobile and communication infrastructure markets were slightly above expectations, while automotive and industrial IoT markets were slightly below expectations [6][7] - Automotive revenue is expected to be flat year on year in Q2, while industrial and IoT is expected to decline in the mid-teens percentage range year on year [11][12] - Mobile is expected to decline in the mid-single digit percentage range on both a year-on-year and sequential basis [12] Market Data and Key Metrics Changes - Distribution inventory was in line with guidance at nine weeks, below the long-term target of eleven weeks [7] - The automotive market is showing signs of stabilization, with a flat year-on-year performance expected in Q2, marking the first time after five quarters of declines [38] Company Strategy and Development Direction - NXP announced the intention to acquire Kinara for $37 million, aiming to enhance its position in AI-powered edge-based systems [12][13] - The company is focusing on managing its direct control areas to drive profitability and earnings amidst uncertain macroeconomic conditions influenced by tariffs [15][27] - The upcoming CEO transition is not expected to change the long-term financial model and capital allocation strategy [27] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about navigating through challenging market conditions, influenced by tariffs and uncertain demand [15][27] - The company is not seeing abnormal customer order pull-ins or push-outs related to tariffs, indicating a stable order environment [8][47] - Management highlighted the importance of customer engagement and the need for a clear understanding of customer plans amidst tariff uncertainties [48] Other Important Information - NXP's cash conversion cycle was 141 days, with cash flow from operations at $565 million and non-GAAP free cash flow at $427 million [23] - The company repurchased $3 million of its shares and paid $258 million in cash dividends during Q1 [22] Q&A Session Summary Question: How do recent acquisitions relate to competition from China in the MCU world? - Management indicated that the acquisitions are primarily offensive to differentiate NXP's offerings in the automotive and industrial sectors, while also addressing competition from China [31][35] Question: What is the current status of automotive inventory digestion? - Management noted that the automotive market is stabilizing, with flat year-on-year performance expected in Q2, and some Tier 1 customers are still digesting excess inventory [38][39] Question: How is NXP viewed by customers and governments regarding tariffs? - Management clarified that NXP is seen as a European company with a strong local manufacturing network in China, which positions it favorably amidst tariff uncertainties [48][50] Question: What is the outlook for the industrial business? - Management stated that the industrial IoT segment is performing well, particularly in China, but cautioned that NXP's performance may not be indicative of the broader industry [53] Question: Can you elaborate on the China for China strategy? - Management explained that the strategy includes a focus on local manufacturing and product development tailored for Chinese customers, with 30% of China revenue currently sourced domestically [60][62] Question: What are the expectations for operating expenses in the second half of the year? - Management indicated confidence in reaching the target of 23% operating expenses as a percentage of revenue in the second half, driven by restructuring efforts and acquisitions [63][65]