enGene Holdings (NasdaqCM:ENGN) FY Conference December 02, 2025 12:10 PM ET Speaker1Welcome, everyone, to the Piper Sandler Healthcare Conference. My name is Ashley Acker. I'm a biotech analyst on Allison Bratzel's team here at Piper Sandler. It's my pleasure to introduce our next presenting company, enGene Holdings' Chief Strategy and Operations Officer, Alexander Nichols. Welcome, Alexander.Speaker0Thank you. Can you remind me, is it just a 20-minute presentation or 15?Speaker125.Speaker025? Okay. The tim ...

SI-BONE (NasdaqGM:SIBN) FY Conference December 02, 2025 12:00 PM ET Speaker2Good afternoon, everybody. Thanks so much for joining us here. My name's Matt O'Brien. I'm one of the med tech analysts here at Piper. Extremely excited and lucky to have the SI-BONE management team here with us. From the company, we have Laura, who's the CEO, and then Anshul, who's the CFO. Thank you so much for making the long flight over. I think I'd prefer to be in San Francisco, personally, but again, thanks for coming.Speaker0 ...

First Watch Restaurant Group (NasdaqGS:FWRG) FY 2025 Conference December 02, 2025 12:00 PM ET Speaker2Good afternoon, everyone. My name is Jeff Bernstein, and I'm the restaurant and food service distribution analyst here at Barclays. Hope everyone's staying dry today. Our next presenting company is First Watch. With us on stage from Bradenton, Florida, we have Mel Hope, their CFO. By way of background for those not familiar, First Watch is a breakfast, brunch, and lunch casual dining chain with 620 or so un ...

The Coca-Cola Company (NYSE:KO) 2025 Conference December 02, 2025 11:45 AM ET Speaker0Hi everyone, I'm Dara Mohsenian, Morgan Stanley's beverage and household products analyst. I'm very pleased to welcome Coca-Cola back to Morgan Stanley's Global Consumer Retail Conference. Before we get started, I do have to note the important disclosures on Morgan Stanley's website at www.morganstanley.com, and if you have any questions, feel free to reach out to your Morgan Stanley sales representative. Joining us today ...

Autodesk (NasdaqGS:ADSK) 2025 Conference December 02, 2025 11:35 AM ET Speaker1Maybe to kick things off, you guys just reported last week strong three Q results. There was a nice upward provision to the four Q guide. Maybe you could just talk about the drivers behind that momentum and how we think about, you know, some of those demand trends going into next year.Speaker0Yeah, maybe I'll just kick us off, Taylor. Overall, Q3 was a really good quarter for us. We felt that the momentum from the first half cont ...

Amkor Technology (NasdaqGS:AMKR) 2025 Conference December 02, 2025 11:35 AM ET Speaker0Okay, I want to thank everyone for joining this next session at the UBS Tech Conference. I'm Randy Abrams, head up the Taiwan Research, also now covering hardware, and have Sunny Lin covering semiconductors out of Taiwan. We're pleased to have Amkor with us. Kevin Engel, we can congratulate him. He'll be the incoming CEO after a long history at Amkor moving up through the organization, so good appointment. We also have Me ...

Zillow Group (NasdaqGS:Z) 2025 Conference December 02, 2025 11:35 AM ET Speaker1All right. I think we're live. All right. We're going to go ahead and get started. I'm Stephen Ju with the UBS Internet team. Sitting to my left and to your right is Jeremy Hofmann, who serves as the CFO of Zillow. Welcome to the conference, Jeremy, and thanks for joining us.Speaker0Thank you for having me.Speaker1All right. Awesome. Let's just kind of start at the top. Zillow, for the longest time, has been known for its brand ...

SAP (NYSE:SAP) 2025 Conference December 02, 2025 11:35 AM ET Company ParticipantsChristian Klein - CEOModeratorOkay, good morning, everybody. Thank you for joining us today. Delighted to have SAP's CEO, Christian Klein, with me. Before we start on the fireside chat, just a quick SAFE Harbor statement to read through. During this conversation, SAP will make forward-looking statements which are predictions, projections, or other statements about future events. These statements are based on current expectation ...

ON Semiconductor (NasdaqGS:ON) 2025 Conference December 02, 2025 11:35 AM ET Speaker0Good morning. I'm Tim Arcuri. I'm the semi and semi-equipment analyst here at UBS. Very pleased to have ON Semiconductor with us.Speaker1Mm-hmm.Speaker0and we have Hassane El-Khoury, who's the President and CEO, and we have Thad Trent, who's the EVP and CFO. Thank you to you both.Speaker1Thank you.Speaker0Thank you. It's been a little over a month since your earnings call in late October. We've now heard reports from the en ...

Inspire Medical Systems (NYSE:INSP) FY Conference December 02, 2025 11:30 AM ET Speaker1Thrilled to have you. Maybe just to kick things off, wanted to touch on the implied Q4 guidance. You know, the Q3 print, nice bounce-back quarter. You beat the top line. You crushed EPS numbers. You did reaffirm the full-year guidance for 2025 on revenue, which implies a decent step up quarter over quarter. I guess the question is, it's not a typical year for Inspire. Just how much visibility do you have in the business? ...