Affirm Holdings Inc (NASDAQ:AFRM) Morgan Stanley Technology, Media and Telecom Conference March 7, 2024 11:45 AM ET Company Participants Michael Linford - Chief Financial Officer Conference Call Participants James Faucette - Morgan Stanley James Faucette All right. We'll go ahead and get started here this morning. Thank you very much, everybody, for joining us here to talk with the firm. On the fourth day of our Morgan Stanley TMT Conference. Very happy to have Michael Linford CFO of Affirm here. But before ...

Walmart Inc. (NYSE:WMT) Morgan Stanley Technology, Media & Telecom Conference March 7, 2024 2:10 PM ET Company Participants Suresh Kumar - EVP, Global CTO and Global CDO Conference Call Participants Simeon Gutman - Morgan Stanley Simeon Gutman Hello. Good afternoon. Hi, everyone. I'm Simeon Gutman, Morgan Stanley's hardline, broadline and food retail analyst. And my distinct pleasure to welcome Suresh Kumar, Walmart's Executive Vice President, Global CTO and Global CDO. This is Walmart's inaugural appearanc ...

Peloton Interactive, Inc. (NASDAQ:PTON) Morgan Stanley Technology, Media & Telecom Conference Call March 7, 2024 12:30 PM ET Company Participants Elizabeth Coddington - CFO Conference Call Participants Nathan Feather - Morgan Stanley Nathan Feather Okay, great. Well, good morning, everyone. Thank you so much for joining us. My name is Nathan Feather and I'm Morgan Stanley's small and mid-cap Internet analyst. I'm excited to be joined today by Liz Coddington, Peloton's CFO. Thank you so much for joining us. ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Morgan Stanley Technology, Media & Telecom Conference Transcript March 7, 2024 11:45 AM ET Executives George Kurtz - Founder and Chief Executive Officer Analysts Unidentified Analyst All right. Good morning, everybody. We’ll get started. Thank you so much for joining us on the last day of the Morgan Stanley TMT Conference. Really appreciate it. And this morning we’re privileged to have George Kurtz, CEO and Co-Founder of CrowdStrike. George, thank you so much for you ...

Visa Inc (NYSE:V) Morgan Stanley Technology, Media and Telecom Conference March 6, 2024 7:20 PM ET Company Participants Oliver Jenkyn - Group President of Global Markets Conference Call Participants James Faucette - Morgan Stanley James Faucette All right. We'll go ahead and get started here. Thank you, everybody, for joining us here this afternoon. We're very excited to have Visa. We're kind of coming towards the end of third day 4 here at the Morgan Stanley TMT conference. So thank you to all of you that ...

Microsoft Corporation (NASDAQ:MSFT) Morgan Stanley Technology, Media and Telecom Conference March 6, 2024 6:35 PM ET Company Participants Jared Spataro - Corporate Vice President of Modern Work & Business Applications Conference Call Participants Keith Weiss - Morgan Stanley Keith Weiss Thank you, everyone, for joining us. My name is Keith Weiss. I run the U.S. software research franchise here at Morgan Stanley. And very pleased to have with us from Microsoft, Jared Spataro, Corporate Vice President of Mode ...

Coinbase Global Inc (NASDAQ:COIN) Morgan Stanley Technology, Media and Telecom Conference March 6, 2024 6:35 PM ET Company Participants Brian Armstrong - Co-Founder, Chairman & CEO Alesia Haas - Chief Financial Officer Conference Call Participants Michael Grimes - Morgan Stanley Michael Grimes All right. We're going to go ahead and get started. Thanks for joining us, Coinbase investors and future investors. I'm Michael Grimes from Morgan Stanley. Really pleased to have Brian Armstrong and Alesia Haas back h ...

Cloudflare Inc (NYSE:NET) Morgan Stanley Technology, Media and Telecom Conference March 6, 2024 5:50 PM ET Company Participants Thomas Seifert - Chief Financial Officer Conference Call Participants Hamza Fodderwala - Morgan Stanley Hamza Fodderwala All right. Well, good afternoon, everybody. Thank you for joining us. I'm Hamza Fodderwala, cybersecurity analyst at Morgan Stanley. And this afternoon, we have the pleasure of having Thomas Seifert, CFO of Cloudflare. Thomas, thank you for joining us. Thomas Sei ...

Intel Corporation (NASDAQ:INTC) Morgan Stanley Technology, Media & Telecom Conference March 6, 2024 1:15 PM ET Company Participants David Zinsner - Chief Financial Officer Conference Call Participants Joe Moore - Morgan Stanley Joe Moore Great, welcome back. I'm Joe Moore, Morgan Stanley Semiconductor Research. Very happy to have with us today the CFO of Intel, David Zinsner. So quickly I want to read this edge, you guys have heard before. For important disclosures, please see Morgan Stanley Research Disclo ...

Texas Instruments Incorporated (NASDAQ:TXN) Morgan Stanley Technology, Media & Telecom Conference March 6, 2024 12:30 PM ET Company Participants Haviv Ilan - CEO Conference Call Participants Joseph Moore - Morgan Stanley Joseph Moore All right. Thank you, everybody. I'm Joe Moore from Morgan Stanley Semiconductor Research. Very happy to have with us today as CEO of Texas Instruments, Haviv Ilan, for the first time actually, I think at our conference, if I'm not mistaken. So, I really appreciate you coming. ...