Illumina, Inc. (NASDAQ:ILMN) Illumina 2024 Strategy Update Special Call August 13, 2024 11:00 AM ET Company Participants Salli Schwartz - Head of IR Jacob Thaysen - CEO Steve Barnard - CTO Ankur Dhingra - CFO Conference Call Participants Operator Salli Schwartz Thank you for joining us today. My name is Salli Schwartz and I'm Illumina's Head of Investor Relations. Before we get started, I need to provide a few cautionary notes. This event is being recorded and will be archived in the Investors section of ou ...

Bionano Genomics, Inc. (NASDAQ:BNGO) Canaccord Genuity 44th Annual Growth Results Conference August 13, 2024 3:30 PM ET Company Participants Erik Holmlin - President and Chief Executive Officer Conference Call Participants Kyle Mikson - Canaccord Genuity Kyle Mikson Hi. Welcome to the Canaccord Genuity Global Growth Conference. I'm Kyle Mikson, and I cover life science tools and diagnostics for Canaccord. Pleased to welcome you to this Fireside Chats with Bionano Genomics. The company offers a really kind o ...

American Tower Corporation (NYSE:AMT) TD Cowen 10th Annual Communications Infrastructure Summit Call August 13, 2024 1:15 PM ET Company Participants Steven Vondran - President and Chief Executive Officer Conference Call Participants Gregory Williams - TD Cowen Gregory Williams Let's get started. Good morning. Welcome, everybody. My name is Greg Williams. I cover the cable, wireless and telco space at TD Cowen. I'm joined today in this session by Steve Vondran, President and CEO of American Tower. Steven, th ...

Coinbase Global, Inc. (NASDAQ:COIN) Oppenheimer's 27th Annual Technology, Internet & Communications Conference August 13, 2024 1:15 PM ET Company Participants Alesia Haas – Chief Financial Officer Conference Call Participants Owen Lau – Oppenheimer Owen Lau All right, our next section is with Coinbase. So, first of all, thank you, everyone, for joining this section. For those of you who don't know me, my name is Owen Lau. I cover information services, exchanges and digital assets at Oppenheimer. So before w ...

Company and Industry Overview * **Company**: Datadog (NASDAQ: DDOG) * **Industry**: Observability, Monitoring, Security, DevOps * **Event**: Oppenheimer Technology, Internet and Communications Conference, March 14, 2024 Key Points Product and Platform Evolution * **Product Expansion**: Datadog has expanded from infrastructure monitoring to include APM, logs, and the digital experience suite (Synthetics and RUM). Infrastructure revenue crossed $1 billion, logs and APM each crossed $500 million, and the digital experience suite reached $200 million. * **Platform Adoption**: The company's platform adoption in DevOps has grown, with Datadog becoming the market leader in observability. * **Future Vision**: Datadog aims to expand into cloud service management, including capabilities like security, code deployment, event management, and workflow tools. Market Consolidation * **Industry Stage**: The observability and tooling consolidation is still in the early stages, with companies currently using 15-20 tools. * **Datadog's Positioning**: Datadog has been a market share gainer and a leader in the consolidation path, particularly in the DevOps space. * **Growth Drivers**: 75% of Datadog's revenue growth comes from existing customers, with 25% from new customers. A significant portion of this growth is attributed to consolidation or replacement of existing tools. Customer Segmentation * **Infrastructure**: Infrastructure remains the primary focus, with the majority of new customers starting with infrastructure monitoring. * **APM and Logs**: APM and logs have seen strong growth, with APM becoming a significant revenue driver. * **SMB and Large Enterprise**: SMBs have shown steady growth, while large enterprises (over 5,000 employees) have seen an improvement in growth rates and longer-term commitments. Net Retention Rate (NRR) * **Factors Driving NRR**: 75% of growth comes from existing customers, with cross-selling and new logo wins contributing to NRR. * **Segmentation**: Enterprise customers have shown higher NRR compared to SMBs, with no significant geographical differences. AI and Machine Learning * **Customer Base**: 4% of Datadog's customers are from the AI industry, primarily using observability tools like infrastructure, APM, and logs. * **Product Usage**: The majority of AI customers use Datadog's observability suite for infrastructure monitoring, with limited usage of LLM monitoring tools. Security * **Portfolio Depth**: Datadog is still building out its security portfolio, focusing on DevSecOps and bundling with DevOps products. * **Future Outlook**: The company aims to grow the security business, but the exact timeline and approach are still being determined. Cloud Partnerships * **AWS and Azure**: Datadog has similar partnerships with AWS and Azure, with a focus on cloud-agnostic monitoring and delivery. * **Growth Correlation**: The growth of Datadog's cloud business is correlated with the growth of AWS and Azure, but not directly proportional due to the broader scope of their businesses. Infrastructure Monitoring * **Growth**: Infrastructure monitoring has seen consistent growth, with 26-27% growth rates. * **Customer Acquisition**: Infrastructure remains the primary entry point for new customers, with APM and logs often added as additional products. Gross Margins * **Range**: Gross margins typically range between the upper 70s and low 80s, with variability due to new functionality, cloud purchasing, and regional cloud introductions. Conclusion Datadog has made significant progress in expanding its product portfolio, platform adoption, and market share. The company is well-positioned for future growth, particularly in areas like cloud service management and security. However, challenges remain, such as determining the optimal approach for security and navigating the evolving AI landscape.

Equinix, Inc. (NASDAQ:EQIX) TD Cowen's 10th Annual Communications Infrastructure Summit August 13, 2024 1:15 PM ET Company Participants Jon Lin - Executive Vice President and General Manager, Data Center Services Conference Call Participants Michael Elias - TD Cowen Michael Elias Well good morning, everyone and welcome to TD Cowen’s 10th Annual Communications Infrastructure Summit. My name is Michael Elias, and I’m the Communications Infrastructure Analyst here at TD Cowen. And for this meeting we have Equ ...

BlackBerry Limited (NYSE:BB) Canaccord Genuity 44th Annual Growth Conference August 13, 2024 11:30 AM ET Company Participants John Giamatteo - CEO Tim Foote - CFO Nathan Jenniges - Senior VP & General Manager, Cybersecurity Conference Call Participants Kingsley Crane - Canaccord Kingsley Crane Hi everyone. I'm Kingsley Crane, I'm one of the Software Analysts here at Canaccord. I'm delighted to be joined by BlackBerry today. We have John Giamatteo, he is BlackBerry’s CEO. He joined as President of the Cyber ...

以下是专家观点： Patrick：GB200 的时间线有更新吗？ 专家：有消息称 GB200 将从 2024 年 Q4 推迟到 2025 年 Q1。英伟达官方理由是由于 GB200 为客户提供了最佳的性能和价值，对 GB200 的需求持续超过预期。英伟达正努力 让部分产品在 4Q2024 推出，但是大部分可能会在 1Q2025 开始出货。几乎所有的 hyperscalers 都将 B100 或 B200 切换成 GB200，英伟达基本已经取消了 B100 和 B200 芯片的生产，GB200 应该会在 2025 年 1 月份开始出货。 Patrick：DGX-B200 的出货时间线是怎样的？ 专家：DGX-B200 跟 GB200 时间几乎一样，可能会略快一些。据了解，亚马逊和英伟达 合作开发的 Project Ceiba 是采用 DGX Cloud 的 AI 超级计算机，搭载了 20736 颗 GB200 芯片，目前还不清楚是 DGX 还是仅仅是芯片，我们的猜测是它可能仅仅是芯片， 但看起来英伟达就签了这份 GB200 的合同，他们可能会优先推出 DGX，因为这涉及到了 DGX Cloud 的发布，所以预计 ...

2024-08-13 上证早知道 （星期二） 【今日导读】 >欧洲天然气升至年内新高 机构关注新旧能源板块 >外三元生猪突破 21 元/公斤 短期猪价或易涨难跌 >杭可科技、海目星分别签订锂电池设备采购合同 >奥飞数据签数据中心服务合同 基金调研医药板块 【上证聚焦】 〇欧洲天然气升至年内新高 机构关注新旧能源板块 ———————— 截至北京时间 8 月 12 日晚间发稿时，欧洲天然气价格基准--荷兰 TTF 天然气期货主力合 约上涨 4.85%，报 42.355 欧元/兆瓦时，为去年 12 月以来的最高水平。消息面上，乌克 兰军队本月 6 日突袭俄罗斯本土库尔斯克州，随后双方在该州爆发激烈冲突。 @国盛证券研究所 认为，俄乌冲突局势再次引发了市场对能源市场供应的担忧，带动欧洲 天然气价格飙升至年内新高，欧洲煤价也已升至两个月以来高位。随着资本市场更加看重 股东回报的自由现金流，持续看好煤炭行业龙头公司。 @东方证券研究所 认为，欧洲能源危机预计将加快欧洲能源转型步伐，全球传统能源品价 格若持续走高将使可再生能源更具吸引力，光伏及储能产业链有望受益。中国企业是欧洲 及美国光伏、储能产业链主要供货商，看好在欧美 ...

Open Text Corporation (NASDAQ:OTEX) Oppenheimer's 27th Annual Technology, Internet & Communications Conference August 12, 2024 3:45 PM ET Company Participants Harry Blount - Senior Vice President of Investor Relations Conference Call Participants George Iwanyc - Oppenheimer George Iwanyc Good afternoon, everyone. I am George Iwanyc, one of the Technology Analysts here at Oppenheimer. Today I have, the pleasure of hosting Harry Blount, Senior VP and Head of Global Investor Relations at OpenText. We are going ...