Best Buy Co., Inc. (NYSE:BBY) Oppenheimer's 24th Annual Virtual Consumer Growth and E-Commerce Conference June 10, 2024 11:15 AM ET Company Participants Corie Barry - Chief Executive Officer Matt Bilunas - Chief Financial Officer Conference Call Participants Brian Nagel - Oppenheimer Brian Nagel Well, good morning to everyone. Thank you for joining us for Day 1 for our 24th Annual Oppenheimer Consumer Growth and E-Commerce Conference. So my name is Brian Nagel and I work at Oppenheimer as the Consumer Growt ...

Amgen Inc. (NASDAQ:AMGN) Goldman Sachs 45th Annual Global Healthcare Conference June 10, 2024 9:20 AM ET Company Participants James E. Bradner – EVP of Research and Development & Chief Scientific Officer Peter H. Griffith – EVP & CFO Conference Call Participants Salveen Richter - Goldman Sachs Salveen Richter Great, good morning, everyone. Thank you so much for joining us. I'm Salveen Richter, Biotechnology Analyst at Goldman Sachs, and we're really pleased to have the Amgen team here with us. We have Peter ...

会议时间：2024.6.3（北京时间） 回放链接：https://www.youtube.com/watch?v=MCi8jgALPYA 联系人：洪嘉骏 18310290355 注：以下材料仅为公开资料整理，不涉及分析师的研究观点和投资建议，记录和翻译可能产生误 差，仅供参考，如有异议，请联系删除。 演讲大纲：（1）训练和推理的产品组合；（2）开放及可信任的软件支持；（3）AI生态 1.训练和推理的产品组合 1. Gaming 1. 发布Ryzen 9000系 2. 搭载zen5 CPU核心 1. 与zen4相比，introduction bandwidth提升2倍，AI性能提升2倍 2. 与zen4相比，平均提升16%的IPC 1. AI PC笔记本电脑 1. 场景：沉浸式写作、创作及编辑、游戏及娱乐、个人AI助理、企业生产力 2. 发布第三代Ryzen AI芯片：Strix Point（相关笔记本电脑将于7月发布） 1. AI PC笔记本电脑——NPU 1. 8bit注重效率，但失去了精准性，16bit则相反，开发者往往要在两者间做出抉择 ...

25 results was issued earlier today and is posted on our investor relations website as well as a published version of our prepared remarks. Before we begin, let me remind everyone that some of our statements on today's call are forward-looking. We believe our assumptions and expectations related to these forward-looking statements are reasonable, but they are subject to known and unknown risks and uncertainties that may cause our actual results or performance to be materially different. In particular, our e ...

KLA Corporation (NASDAQ:KLAC) BofA Securities 2024 Global Technology Conference June 6, 2024 1:40 PM ET Company Participants Bren Higgins - EVP & CFO Conference Call Participants Vivek Arya - Bank of America Vivek Arya Alright. Good morning, everyone. Welcome to this session. I'm Vivek Arya from BofA Semiconductor team. Really delighted to have Bren Higgins, Executive Vice President and CFO of KLA joined us, KLA is the most profitable company in semi-cap equipment and Bren will give us all the secrets as to ...

Company and Industry Overview * **Company**: Kimberly-Clark Corporation (NYSE: KMB) * **Industry**: Consumer Staples, specifically in baby and childcare, feminine care, adult care, family care, and professional categories. * **Market Size**: Addressable market of approximately $240 billion across these categories. * **Key Brands**: 12 powerhouse brands with number one or strong number two positions, driving more than 80% of overall net sales. Six brands generate $1 billion or more in annual retail sales. Core Strategies and Initiatives * **Elevate and Expand**: Focus on elevating and expanding categories through innovation, premiumization, and addressing unmet consumer needs. * **Innovation**: Invest in material invention, product engineering, and manufacturing process development to solve unmet consumer needs and drive differentiation. * **Sustainability**: Commitment to responsible sourcing, supply chain efficiency, and product and materials innovation to reduce plastic and forest footprints, water consumption, and climate-related emissions. * **Optimize Margin Structure**: Modernize supply chain to generate more than $3 billion in gross productivity and approximately $500 million in working capital savings. * **Wiring Organization for Growth**: Reorganize operating structure to enable greater connectivity and improve speed-to-market for future product and commercial initiatives. Key Initiatives and Developments * **Category Shaping Technologies**: Develop new products and solutions to address unmet consumer needs in areas like leak protection, comfort, skin health, and sustainability. * **Premiumization**: Shift focus from value tier to premium tier in key markets like North America and China. * **Supply Chain Optimization**: Implement value stream simplification, network optimization, and digital automation to reduce costs and improve efficiency. * **Organizational Redesign**: Reorganize into three focused business segments to improve connectivity, enhance scale, and drive growth. Financial Outlook * **Growth**: Target organic net sales growth that leads market growth, mid to high single-digit growth in operating profit and EPS on a constant currency basis, and $2 billion or more of free cash flow per year. * **Dividends and Share Repurchases**: Continue growing dividend and repurchase shares with an aspiration to deliver consistent double-digit total returns to shareholders. Key Takeaways * **Strong Brand Portfolio**: Kimberly-Clark has a strong portfolio of brands with significant market share and growth potential. * **Focus on Innovation**: Continuous investment in innovation to drive differentiation and address unmet consumer needs. * **Commitment to Sustainability**: Strong commitment to sustainability and responsible business practices. * **Efficient Supply Chain**: Focus on optimizing the supply chain to reduce costs and improve efficiency. * **Strong Financial Position**: Strong financial position with a focus on delivering consistent growth and returns to shareholders.

Applied Materials, Inc. (NASDAQ:AMAT) BofA Securities Global Technology Conference June 6, 2024 11:40 AM ET Company Participants Brice Hill - SVP & CFO Conference Call Participants Vivek Arya - Bank of America Vivek Arya Very good morning. Welcome to this session. I'm Vivek Arya from BofA’s semiconductor team. I'm absolutely delighted to have the team from Applied Materials join us this morning. Brice Hill, Senior Vice President and CFO of Applied Materials. What I thought we would do is go through some of ...

Texas Instruments Incorporated (NASDAQ:TXN) BofA Securities 2024 Global Technology Conference June 5, 2024 6:20 PM ET Company Participants Rafael Lizardi - CFO & SVP, Finance & Operations Mike Beckman - IR Conference Call Participants Vivek Arya - Bank of America Vivek Arya Delighted and honored to have the team from Texas Instruments join us. Rafael Lizardi, the Chief Financial Officer; and Mike Beckman from the Investor Relations team. Very delighted that… Rafael Lizardi Good to be here. Thank you very mu ...

Cisco Systems, Inc. (NASDAQ:CSCO) BofA Securities 2024 Global Technology Conference June 6, 2024 1:40 PM ET Company Participants Jeetu Patel - EVP and General Manager of Security and Collaboration. Conference Call Participants Tal Liani - Bank of America Securities Tal Liani Okay, we can start, great. Jeetu, thank you. Thank you for coming. Jeetu Patel Yeah. Question-and-Answer Session Q - Tal Liani We -- you hosted Cisco Live or you had Cisco Live just recently and we listened to the presentations. And I'm ...

Starbucks Corporation (NASDAQ:SBUX) Deutsche Bank dbAccess 2024 Global Consumer Conference June 5, 2024 2:30 AM ET Company Participants Rachel Ruggeri - EVP and CFO Conference Call Participants Lauren Silberman - Deutsche Bank Lauren Silberman All right. I guess we will get started. Hi, I am Lauren Silberman. I'm the Equity Research analyst here at the Bank covering the restaurant sector. I am thrilled to kick off day two of Deutsche Bank's Global Consumer Conference with Starbucks. Pleased to be joined by ...