C3.ai, Inc. (NYSE:AI) Oppenheimer’s 27th Annual Technology, Internet & Communications Conference August 12, 2024 1:15 PM ET Company Participants Tom Siebel - Chairman and CEO Conference Call Participants Tim Horan - Oppenheimer Tim Horan This is Tim Horan, the Cloud analyst here at Oppenheimer. But I'd like to say I'm also cloud now and AI, if that is becoming a sector because after I'm hosting this today, I have to go give -- I'm doing an AI podcast, and tomorrow I'm speaking to internally, I have to do an ...

Verizon Communications Inc. (NYSE:VZ) Oppenheimer 27th Annual Technology, Internet & Communications Conference August 12, 2024 12:25 PM ET Company Participants Kyle Malady - EVP & CEO of Verizon Business Group Conference Call Participants Tim Horan - Oppenheimer & Co. Inc. Tim Horan Good afternoon, everybody. Tim Horan, the Cloud and Communications Analyst here at Oppenheimer. My pleasure to be hosting Verizon's Head of the Business Unit, who used to run and build all their networks, so he's got a very inte ...

ARS Pharmaceuticals, Inc. (NASDAQ:SPRY) ARS Pharmaceuticals neffy (epinephrine nasal spray) FDA Approval Conference Call August 12, 2024 8:00 AM ET Company Participants Justin Chakma - Chief Business Officer Richard Lowenthal - President and CEO Eric Karas - Chief Commercial Officer Conference Call Participants Tim Lugo - William Blair Ryan Deschner - Raymond James Roanna Ruiz - Leerink Partners Julian Harrison - BTIG Operator Good day and welcome to the ARS Pharmaceuticals' neffy (epinephrine nasal spray) ...

NXP Semiconductors N.V. (NASDAQ:NXPI) KBCM 2024 Technology Leadership Forum August 6, 2024 11:00 AM ET Company Participants Jeff Palmer - SVP, IR Conference Call Participants John Vinh - KeyBanc Capital Markets John Vinh Great. Good morning, everybody. My name is John Vinh. I cover semis here at KeyBanc Capital Markets, and we're pleased to have NXP with us. We have Jeff Palmer, Vice President of Investor Relations. Welcome, Jeff. Jeff Palmer Thanks, John. Nice to see you. Great to be here again. John Vinh ...

BlackBerry Limited (NYSE:BB) KeyBanc Capital Markets 2024 Technology Leadership Forum August 6, 2024 12:30 PM ET Company Participants Tim Foote - Chief Financial Officer Nathan Jenniges - SVP & General Manager, Cybersecurity Products Conference Call Participants Eric Heath - KeyBanc Capital Eric Heath All right, Part number one. RKD and QBEX software research team covering security and data. I'm pleased to be joined by the newly appointed CFO of Blackberry division, [inaudible] and then Nathan Jen as well, ...

30 July 2024 | 7:08PM EDT US Daily: GSAI Dips to the Midpoint at Midyear (Rindels) n The Goldman Sachs Analyst Index (GSAI) declined 14.1pt to 50.0 in July, partially retracing the large increase in June. The composition was weak, as the shipments, new orders, and employment components all decreased. n In this month's special questions, 28% of surveyed analysts indicated that sector-level demand had improved so far in 2024, yet a similar share said that the outlook for demand in their industries remained a ...

Company and Industry Overview * **Company**: Seatrium Limited (OTCPK: SMBMF) * **Industry**: Offshore & Marine Engineering, Energy Transition * **Focus**: Building FPSOs, Offshore Wind Projects, Repairs & Upgrades Key Financial Highlights * **Revenue**: SGD4.0 billion (39% increase YoY) * **Underlying EBITDA**: SGD390 million (9x increase YoY) * **Underlying Net Profit**: SGD115 million (turnaround from SGD264 million loss YoY) * **Net Order Book**: SGD26.1 billion (10-year high) * **Free Cash Outflow**: SGD1.0 billion (mainly due to working capital needs) Business Performance * **Strong Order Backlog**: Secured SGD13 billion in new orders in H1 2024, including FPSOs for Petrobras and TenneT's HVDC Offshore Converter Platform. * **Project Execution**: Focus on project execution, cost management, and operational efficiency driving profitability. * **R&D and Sustainability**: Investing in R&D for cleaner and greener solutions, including zero routine flaring and venting technologies. * **Repairs & Upgrades**: Growing segment contributing to steady baseload revenue. Strategy and Outlook * **Long-term Strategy**: Leverage industry tailwinds to transform and achieve 2028 financial targets. * **Global Delivery Model**: Integrating global assets and workforce for efficient operations and scalability. * **Sustainability**: Commitment to sustainability through the Sustainable Finance Framework and KPIs. * **Industry Outlook**: Positive outlook for offshore & marine industry, supported by demand in oil & gas and renewables sectors. Key Questions and Answers * **Profitability in H2 2024**: Management committed to sustaining improved financial performance for the full year. * **Billion Dollar Contracts**: Healthy order pipeline with potential for more billion-dollar contracts. * **Gross Margin**: Target mid-teens gross margin levels, driven by project execution and series-building strategy. * **Legacy Projects**: Majority of legacy projects expected to be completed by end-2024. * **Cost Savings**: On track to achieve SGD300 million in annual recurring savings by 2025. * **Debt Refinancing**: Proactive approach to managing cost of capital and working capital requirements. * **Share Buyback**: Continuing to execute SGD100 million share buyback program. Conclusion Seatrium Limited delivered strong financial results in H1 2024, driven by a robust order book, improved project execution, and focus on sustainability. The company is well-positioned for future growth and profitability, supported by its global delivery model and commitment to the energy transition.

PDS Biotechnology Corporation (NASDAQ:PDSB) Clinical Program Update Conference Call August 1, 2024 8:00 AM ET Company Participants Mike Moyer - LifeSci Advisors Frank Bedu-Addo - Chief Executive Officer Kirk Shepard - Chief Medical Officer Conference Call Participants Louise Chen - Cantor Fitzgerald Mayank Mamtani - B. Riley Securities Joseph Pantginis - H. C. Wainwright & Co. Operator Greetings, and welcome to PDS Bio Clinical Programs Update Call. At this time all participants are in a listen-only mode. A ...

Dell Technologies Inc. (NYSE:DELL) Corporate Sustainability Investor Call July 31, 2024 4:00 PM ET Company Participants Hall Butler – Senior Director-Investor Relations Cassandra Garber – Vice President and Head-Corporate Sustainability and ESG Alyson Freeman – Customer Innovation Lead, Corporate Sustainability and ESG Conference Call Participants Hall Butler Hello, everyone, and welcome to our Fifth Annual Investor Call Covering Dell Technologies Corporate Sustainability. I’m Hall Butler, Senior Director o ...

Sika AG (OTCPK:SXYAY) H1 2024 Earnings Conference Call July 30, 2024 9:00 AM ET Company Participants Christine Kukan – Head-Investor Relations Dominik Slappnig – Head-Communications and Investor Relations Thomas Hasler – Chief Executive Officer Adrian Widmer – Chief Financial Officer Conference Call Participants Cedar Ekblom – Morgan Stanley Elodie Rall – JPMorgan Ephrem Ravi – Citigroup Brijesh Siya – HSBC Ebrahim Homani – CIC Martin Flückiger – Kepler Jon Bell – Deutsche Bank Arnaud Lehmann – Bank of Amer ...