NVIDIA Corporation (NASDAQ:NVDA) GTC Financial Analyst Q&A Call March 19, 2024 11:30 AM ET Company Participants Jensen Huang - Founder and Chief Executive Officer Colette Kress - Executive Vice President and Chief Financial Officer Conference Call Participants Ben Reitzes - Melius Research Vivek Arya - Bank of America Merrill Lynch Stacy Rasgon - Bernstein Research Matt Ramsay - TD Cowen Tim Arcuri - UBS Brett Simpson - Arete Research C.J. Muse - Cantor Fitzgerald Joseph Moore - Morgan Stanley Atif Malik - ...

Biogen Inc. (NASDAQ:BIIB) Stifel 2024 Virtual CNS Days Conference March 19, 2024 10:00 AM ET Company Participants Priya Singhal - Head of Development & Interim Chief Medical Officer Conference Call Participants Paul Matteis - Stifel Operator Paul Matteis Great. Thank you. Good morning, everybody. It's my pleasure to be hosting this panel with Priya Singhal, Head of Development; and now also Interim Chief Medical Officer at Biogen. Priya has done this panel with me a couple of years in a row, and there's alw ...

Mastercard Incorporated (NYSE:MA) BofA Virtual Electronic Payments Symposium March 18, 2024 3:45 PM ET Company Participants Sachin Mehra - CFO Conference Call Participants Jason Kupferberg - Bank of America Sachin Mehra Hi, Jason, can you hear me? Jason Kupferberg I can. I can. Thank you very much, Sachin, for doing this. Sachin Mehra I'm happy to do this. Jason Kupferberg Thank you to everybody connecting here for this session. Second to last session of the day, day one of our 2024 Virtual Electronic Payme ...

Cronos Group Inc. (NASDAQ:CRON) Roth MKM 36th Annual ROTH Conference March 18, 2024 11:30 AM ET Company Participants Mike Gorenstein - Chairman, President and CEO Conference Call Participants Bill Kirk - ROTH MKM Bill Kirk All right, our clock is starting here. You guys are in track two. The sponsors, again, are Crow and Pillsbury Law. Go see them outside of the sponsor booths. For our next fireside, we have Mike Gorenstein, CEO, Chairman of Cronos Group. We're happy to have you, Mike, so thanks for being h ...

Company and Industry Overview * **Company**: Intuitive Surgical, Inc. (NASDAQ: ISRG) * **Industry**: Robotic-Assisted Surgery * **Product**: da Vinci 5, a new generation robotic surgical system Key Points da Vinci 5 Features and Benefits * **Enhanced Precision**: Incorporates next-generation surgeon controllers, patient-side manipulators, and additional sensors for smoother, more precise motion. * **Improved Imaging**: Features the highest quality and most natural 3D surgical imaging system to date, with additional capabilities for future generations of surgical endoscopes and vision software. * **Force Feedback Technology**: Provides real-time force measurement and feedback to surgeons, potentially reducing tissue trauma during surgery. * **Efficient Workflow**: Integrates a high-performance insufflator, next-generation electrosurgical unit, and optimized user interface for improved efficiency. * **Ergonomic Design**: Prioritizes ergonomics for surgeons and care teams, reducing physical strain and improving productivity. * **Increased Computing Power**: Offers 10,000x the computing power of previous generations, supporting advanced digital experiences and future features. Regulatory Clearance and Indications * FDA cleared da Vinci 5 for the same indications as da Vinci Xi, except for cardiac and pediatric indications. * Optional Force Feedback needle driver contraindicated for use in suturing in hysterectomy and myomectomy procedures. Financial Impact * Gross system ASPs for da Vinci 5 expected to be approximately 30% higher than Xi. * Total acquisition cost for da Vinci 5 approximately 15% higher than Xi when considering the full stack of integrated items. * Gross margins for da Vinci 5 expected to be significantly below the corporate average initially, with plans to improve over time. Launch Strategy * Phased launch in the U.S. starting in 2024, with a focus on customers who collaborated during development and those with mature robotic programs. * Limited launch phase expected to continue into 2025, with a focus on optimizing manufacturing and supply chains. * Broad launch expected in the first several years of the trading cycle. Competitive Positioning * da Vinci 5 will be positioned as the top product in Intuitive Surgical's portfolio, alongside da Vinci Xi, da Vinci X, and da Vinci SP. * da Vinci Xi will continue to be offered as a highly capable system for cost-sensitive markets and other sites of care. Future Outlook * da Vinci 5 expected to improve interoperative efficiency, increase procedure throughput, and potentially lower the total cost to treat per patient episode compared to Xi. * Intuitive Surgical plans to pursue additional indications for da Vinci 5 in future years. * da Vinci 5 expected to drive robotic surgery adoption and contribute to the evolution of surgical practice.

MGM Resorts International (NYSE:MGM) J.P. Morgan Gaming, Lodging, Restaurant & Leisure Management Access Forum March 14, 2024 5:40 PM ET Company Participants William Hornbuckle - CEO and President Jonathan Halkyard - CFO Conference Call Participants Joseph Greff - JPMorgan Joseph Greff Good afternoon, everybody. We're continuing our fireside chat sessions, with the team from MGM Resorts. To my immediate left is Bill Hornbuckle, Chief Executive Officer; to his immediate left is Jonathan Halkyard, Chief Fina ...

Mastercard Incorporated (NYSE:MA) Wolfe Research FinTech Forum Company Conference Presentation March 14, 2024 2:30 PM ET Company Participants Craig Vosburg - Chief Product Officer Conference Call Participants Darrin Peller - Wolfe Research Darrin Peller We settle in. If everyone can start taking their seats. We're going to kick it off with Mastercard now. I was kidding around Craig how -- we've had him for a number of years, but I really, really love having you here with us. Craig, who is the Chief Product ...

Etsy, Inc. (NASDAQ:ETSY) Canaccord Genuity's 4th Annual eCommerce Sustainable Advantage Conference March 14, 2024 3:00 PM ET Company Participants Rachel Glaser - CFO Josh Silverman - CEO Deb Wasser - VP, IR Conference Call Participants Maria Ripps - Canaccord Genuity Maria Ripps Good afternoon, everyone, and welcome to our keynote session. For those of you who are just joining, I'm Maria Ripps, Internet Analyst here at Canaccord Genuity. And I couldn't be more excited to introduce Josh Silverman, Etsy's CEO ...

Phillips 66 (NYSE:PSX) BofA Securities Refining Conference March 14, 2024 12:45 PM ET Company Participants Rich Harbison - EVP, Refining Jeff Dietert - VP, IR Conference Call Participants Douglas Leggate - Bank of America Douglas Leggate Folks, we're going to try and get back on schedule. I'm sorry, we're running just a few minutes late. So say the best the last, I guess, right? [Indiscernible] No joking aside. Thanks very much indeed for being here guys. Jeff Dietert, Head of Investor Relations shouldn't b ...

Best Buy Co., Inc. (NYSE:BBY) UBS Global Consumer and Retail Conference March 14, 2024 1:00 PM ET Company Participants Corie Barry - Chief Executive Officer Matt Bilunas - Chief Financial Officer Mollie O'Brien - Head of Investor Relations Conference Call Participants Michael Lasser - UBS Michael Lasser [Call Starts Abruptly] …and Retail Conference. I'm Michael Lasser, the UBS Hardline, Broadline and Food Retail analyst. This is probably the peak of our conference. Yes, we are super excited to have the team ...