Riskified (RSKD) FY Conference May 15, 2025 10:40 AM ET Speaker0 Good morning. Good morning. Reggie Smith here. I cover Fintech with JPMorgan and I am excited to interview and catch up with Idel Gao, CEO and founder of Riskified. I guess it's been a year since we've spoken in person. Good to see you again. How are you? Speaker1 Good see you again, Roger as well. Speaker0 Glad you guys made it in okay. I guess always a great place to start is hearing the riskify story, the problem you guys are solving, how y ...

Alkami (ALKT) FY Conference May 15, 2025 10:40 AM ET Speaker0 scoot over? Yeah. Speaker1 Thank you everyone for joining. My name is Alexey Gogolev. And today, I'm delighted to welcome management team of Alchemy. We have CEO of Alchemy, Alex Schutman and CFO of the company, Brian Hill. Welcome both, and we appreciate you being with us on the heels of a rather important acquisition that you recently did. But before we get into the exciting stuff of M and A discussion, do you mind giving us a quick overview of ...

Hims & Hers Health (HIMS) FY Conference May 15, 2025 10:40 AM ET Speaker0 All right, let's get started. I'm Niels Law, Managing Director here at JPMorgan and very excited to be joined by Yemi Okupe, CFO of Hims and Hers. So Yemi, great to have you here with us for the first time. You've been busy. Two weeks ago, you announced your partnership with Novo Nordisk. Last week, you had strong earnings. You announced a new COO, announced a new CTO, and raised a billion dollar convert. So we're excited to have you ...

Charter Communications (CHTR) 2025 Conference May 15, 2025 10:30 AM ET Speaker0 Thank you for joining us, for today's session with Charter Communications and for joining us, for those on the webcast for the MoffettNathanson Media, Internet and Communications Conference, our twelfth. And especially excited to invite Chris back, because you're one of the very few who has been with us every one of those twelve years. So the the the I don't Speaker1 know what that says about us. Speaker0 We're we're now or I gu ...

Summary of Tenable's Earnings Call Company Overview - **Company**: Tenable, a cyber exposure company focused on understanding and reducing risk through vulnerability management and exposure management platforms [2][3] Key Financial Highlights - **Revenue**: $239 million, representing an 11% growth, exceeding expectations [3] - **Operating Margin**: Strong at 20% [4] - **Free Cash Flow**: Over $80 million of unlevered free cash flow [4] - **New Customers**: Added over 300 new enterprise platform customers [4] - **Record Deals**: Achieved a record number of seven-figure deals [4] Guidance and Market Outlook - **Cautious Guidance**: Revised guidance downwards by approximately $17 million, reflecting potential longer sales cycles, particularly in the U.S. public sector [8][9] - **Public Sector Dynamics**: 15% of sales come from the U.S. public sector, which is experiencing personnel disruptions affecting sales cycles [7][9] - **Strong Demand**: Despite cautious guidance, the top of the funnel remains strong with good momentum in demand generation [6][10] Strategic Initiatives - **Platform Consolidation**: Tenable One is driving 30% to 40% of new business, focusing on consolidating various security solutions into one platform [17][21] - **FedRAMP Certification**: Achieved certification for Tenable One, enhancing credibility and opportunities in the federal government space [13][19] - **AI Integration**: Emphasizing AI as a key component for enhancing risk insights and operational efficiency [24][47] Competitive Landscape - **Market Position**: Tenable is well-positioned in the exposure management market, differentiating itself from competitors who are not as focused on this area [54][55] - **Cloud Security Growth**: Cloud security is one of the fastest-growing areas, with a 100% growth last year [66] - **Challenges from Competitors**: Noted pressure from larger platform vendors offering VM features, but Tenable maintains a strong competitive edge due to its established customer base and product offerings [51][56] Future Growth Opportunities - **Focus on Innovation**: Investing over 20% in R&D to drive product innovation and market expansion [29][78] - **Public Sector as a Tailwind**: Long-term growth expected from public sector contracts, leveraging past successes in the Department of Defense [80] - **Acquisition Strategy**: Recent acquisition of Vulcan aimed at accelerating market presence and product offerings [29][78] Conclusion - **Optimistic Outlook**: Despite short-term challenges, Tenable remains confident in its growth trajectory, driven by strong demand, innovative product offerings, and strategic positioning in the market [80]

Summary of First Pacific Company Limited Investor Conference Company Overview - **Company Name**: First Pacific Company Limited - **Stock Symbols**: 142 (Hong Kong Stock Exchange), FPAFY (OTC Markets) [2] Key Industry Focus - **Geographical Focus**: Emerging Asia, identified as the fastest-growing region globally according to the IMF [5] - **Core Business Segments**: - Consumer food products - Infrastructure - Telecommunications - Natural resources [6] Financial Performance Highlights - **Gross Asset Value**: Approximately $5.3 billion as of March [10] - **Record Profits**: 2024 marked the fourth consecutive year of record high profits, leading to the highest dividends distributed to shareholders [12] - **Dividend Policy**: Commitment to a progressive dividend policy, expecting annual increases in dividends [12] - **Cash Position**: Opening cash of $71 million at the beginning of the year, with expectations for dividend income to exceed $300 million in the future [13][14] Business Segment Performance Indofood - **Revenue Growth**: Revenues rose 4% to over 100 trillion rupiah, with core profit increasing by 16% [17] - **Key Product**: Instant noodles, contributing 46% of total sales [21] - **Cash Reserves**: $2.4 billion in cash at the end of 2024, potential for strategic acquisitions [22] Metro Pacific Investments Corporation (MPIC) - **Ownership**: Approximately 50% stake in MPIC, contributing 25% to gross asset value [24] - **Earnings Growth**: Consistent record highs in earnings, with contributions from power, toll roads, and water sectors [25][26] - **Upcoming IPO**: Mainalad, the largest water company in the Philippines, is set for an IPO in July [32] PLDT (Telecommunications) - **Market Position**: Over a quarter ownership in PLDT, the largest phone company in the Philippines [8] - **Revenue Drivers**: Growth in mobile and fixed-line data services [33] - **Digital Banking**: Maya, PLDT's fintech unit, has achieved profitability and is positioned to capture the unbanked population [35] Pacific Light Power (Power Generation) - **Performance**: Achieved record high earnings in 2023 due to favorable supply-demand dynamics [37] - **Future Projects**: Plans to build a 600 MW hydrogen-ready power plant by 2029 [37] Felix Mining Corporation - **Upcoming Production**: New mine expected to begin production in 2026, with significantly higher ore grades compared to current operations [40][41] Market Valuation and Analyst Coverage - **Share Price Performance**: Share price increased from $2.33 at the end of 2022 to approximately $5.40, reflecting growing confidence in earnings and dividends [42][44] - **Analyst Valuations**: Citi estimates gross asset value at $8.8 billion, with price targets significantly higher than current valuations [45][46] Conclusion - **Investment Outlook**: First Pacific Company Limited is positioned for continued growth across its diverse portfolio, with strong fundamentals and a commitment to shareholder returns. The company remains resilient against global trade challenges, particularly in the context of tariff fluctuations [12][13]

Fabrinet (FN) FY Conference May 15, 2025 10:00 AM ET Speaker0 Good morning, everyone. I'm Samik Chatterjee, and I cover hardware and networking companies at JP Morgan. For the session here I have with me Fabrinet management. I have the pleasure of hosting Seamus Grady, CEO and Shava Swerha, CFO. Thank you both for coming to the conference. Thank you to the audience as well. Seamus, I'll start you off with a macro question. I'm fully cognizant there's lower visibility in some cases given where Fabrinet sits ...

Fiserv (FI) FY Conference May 15, 2025 10:00 AM ET Speaker0 Okay. Thanks everyone for joining. My name is Tien Tsin Huang. I cover payments and IT service here at JPM. This is the Fiserv discussion. I know there's a lot of talk about with Fiserv, a fun name to to cover. So with us from Fiserv, we've got Bob Howe, the the CFO. Julie's here also in the in in the audience. But thank you both for being here, Bob? Absolutely. Glad to be here. Thanks for I know you've been really busy with a lot of things going o ...

FMC (FMC) Conference May 15, 2025 09:30 AM ET Speaker0 We will do our next session here. It's with FMC, of course, pure play crop protection chemicals producer. Happy to have with us today the CFO, Andrew Sandifer and Pierre Brondeau, CEO. We had a nice dinner last night with a lot of investors. So we're going to pick up the conversation today. If you want to ask any questions, again, submit on the app. Maybe Pierre, Andrew, we could start off by you've labeled this as kind of a reset year or the first half ...

Uber (UBER) FY Conference May 15, 2025 09:20 AM ET Speaker0 Alright. We're going to go ahead and get started. I'm Doug Anmuth, JPMorgan's Internet analyst. We're very pleased to have with us Uber's CEO, Daragh Hazrashahi. Uber's mission is to create opportunity through movement. Uber is a global leader in two secular growth industries, ride sharing and food delivery. Last year, the company generated $163,000,000,000 in gross bookings along with nearly $7,000,000,000 of free cash flow. Dara has been CEO of U ...