Tyson Foods, Inc. (NYSE:TSN) Annual Global Farm to Market Conference Call May 15, 2024 8:00 AM ET Company Participants Donnie King - President and Chief Executive Officer John Tyson - Executive Vice President and Chief Financial Officer Conference Call Participants Andrew Strelzik - BMO Andrew Strelzik [Abrupt Start] Tyson has been gracious enough to kick off this conference for the last 19 years. As CEO since 2021, Donnie King has led Tyson out of an unprecedented operating environment, leveraged just 4 de ...

Intuitive Surgical, Inc. (NASDAQ:ISRG) BofA Securities 2024 Health Care Conference May 15, 2024 11:00 AM ET Company Participants Brian King - Head of Investor Relations Brandon Lamm - Investor Relations Conference Call Participants Travis Steed - Bank of America Travis Steed We've got Intuitive Surgical. Got, Brian King, Vice President Treasurer, Head of Investor Relations. We also have Brandon Lamm up here from Investor Relations as well. Thanks for joining us. Brian King Thank you for having us. Brandon L ...

Inovio Pharmaceuticals, Inc. (NASDAQ:INO) RBC Capital Markets Global Healthcare Conference May 15, 2024 10:00 AM ET Company Participants Jacqueline Shea - CEO Mike Sumner - Chief Medical Officer Conference Call Participants Gregory Renza - Biotechnology Equity Research Analyst, RBC Gregory Renza Let's get started and welcome back everyone to the 2024 RBC Global Health Care Conference. My name is Greg Renza, one of the Biotechnology Research Analyst here at RBC and we're pleased to be joined with Inovio Phar ...

Key Points Industry/Company * **Company**: Visa, Inc. (NYSE: V) * **Event**: Barclays 14th Annual Emerging Payments and FinTech Forum * **Date**: May 15, 2024 Core Views and Arguments * **Revenue Growth**: Visa reported a strong Q2 with 10% revenue growth and EPS exceeding expectations. * **Payment Volumes**: Global total payment volume grew 8% in Q2, with stable growth across regions except for Asia, primarily due to macroeconomic conditions in Mainland China. * **Cross-Border Growth**: Cross-border payment volumes grew 16% in Q2, driven by both travel and e-commerce. * **Consumer Resilience**: Visa attributes the stable performance to a resilient consumer base, with trends in high and low spend categories remaining relatively unchanged. * **Addressable Opportunity**: Visa sees over $20 trillion of addressable opportunities in the consumer payment space, categorized into cash and check, ACH and other digital payments, and volume on other domestic networks. * **Value-Added Services**: Value-added services revenue grew 23% in Q2, driven by various solutions including issuing solutions, acceptance solutions, risk and advisory services, advisory and consulting services, and open banking. * **New Flows**: Visa Direct transactions exceeded 31% growth in Q2, expanding beyond traditional consumer to business flows. * **B2B Strategy**: Visa's B2B strategy focuses on carded and virtual card space, cross-border B2B, and APAR space. * **Pricing Strategy**: Visa continues to price to value, with similar pricing levels expected for FY2024. * **Reg II**: The impact of Reg II has been modest, with Visa emphasizing the value proposition of its network and capabilities. * **MDL Settlement**: Visa reached a settlement on the landmark case, addressing concerns raised by small businesses while retaining flexibility for consumers. Other Important Points * **Tap-to-Pay Penetration**: Visa is approaching 50% tap-to-pay penetration in the U.S., with significant growth potential in other markets. * **E-commerce Growth**: E-commerce continues to grow faster than face-to-face transactions, providing opportunities for Visa to penetrate the long tail of cash in mature markets. * **Acceptance Growth**: Visa has a global strategy for growing acceptance, with a focus on underpenetrated markets and partnerships with local players. * **Visa Direct Use Cases**: Visa Direct is expanding into new use cases, including gig economy payouts, merchant settlements, content creator payouts, and marketplace settlements. * **B2B Connect**: Visa launched B2B Connect, a multi-lateral network focused on high-dollar, low-velocity cross-border B2B transactions. * **APAR Space**: Visa is exploring opportunities in the APAR space, including Visa Spend Clarity and partnerships with SAP.

Mastercard Incorporated (NYSE:MA) Barclays 14th Annual Emerging Payments and FinTech Forum May 15, 2024 9:10 AM ET Company Participants Raj Seshadri - Chief Commercial Payments Officer Conference Call Participants Ramsey El-Assal - Barclays Ramsey El-Assal Fantastic. Welcome back, everybody. We are very pleased and honored to have Raj Seshadri here with us, Chief Commercial Payments Officer at Mastercard, and I had to read that, because you recently changed your role. Raj Seshadri Yes, very recently and tha ...

Cardinal Health, Inc. (NYSE:CAH) BofA Securities 2024 Health Care Conference May 14, 2024 11:00 AM ET Company Participants Jason Hollar - Chief Executive Officer Aaron Alt - Chief Financial Officer Conference Call Participants Unidentified Analyst CEO, Jason Hollar and CFO, Aaron Alt. First off, thank you both for joining us today. Now, Jason, you've been with the company since COVID began and we're finally entering a more normalized operating environment. And I guess as we sit here today, what are you most ...

Johnson & Johnson (NYSE:JNJ) BofA Securities Health Care Conference Transcript May 14, 2024 4:40 PM ET Executives John Reed - Executive Vice President, Innovative Medicine, R&D Analysts Geoff Meacham - Bank of America Charlie Yang - Bank of America Geoff Meacham The afternoon sessions of the first day of the BofA Healthcare Conference. My name is Geoff Meacham, I’m the Senior Biopharma Analyst here at BofA. And Charlie Yang from my team is on stage as well. So we’re thrilled today to have Johnson & Johnson ...

Viatris Inc. (NASDAQ:VTRS) BofA Securities 2024 Health Care Conference May 14, 2024 1:00 PM ET Company Participants Doretta Mistras - Chief Financial Officer Philippe Martin - Chief R&D Officer Conference Call Participants Jason Gerber - BoA Securities Jason Gerber All right, everybody, we're going to get going here with our next company presenter at the Bank Of America Annual Healthcare Conference. We got Viatris. And joined with us is CFO, Doretta Mistras, and Philippe Martin, Chief R&D Officer. So thank ...

Sirius XM Holdings Inc. (SIRI) BofA Securities 2024 Health Care Conference Call May 14, 2024 1:40 PM ET Company Participants Rainer Blair - President and Chief Executive Officer Conference Call Participants Michael Ryskin - Bank of America Michael Ryskin Everyone will kick things off for our next session. My name is Mike Ryskin. I'm on the Bank of America Life Science Tools and Diagnostics teams and I'm thrilled to host Danaher and I'm joined by Rainer Blair, CEO. Rainer, thanks so much for coming. Rainer B ...

Inovio Pharmaceuticals, Inc. (NASDAQ:INO) The Citizens JMP Life Sciences Conference May 14, 2024 11:30 AM ET Company Participants Jacqueline Shea - CEO Conference Call Participants Roy Buchanan - Citizens JMP Roy Buchanan Everybody again for joining Citizens JMP Life Science Conference. My name's Roy Buchanan, I'm a biotech research analyst. And we're happy to have Inovio Pharmaceuticals here with us. And we've got Jackie Shea, she's the Chief Executive Officer. So certainly exciting time at Inovio. Earning ...