American Tower Corporation (AMT) Citi's 2024 Global Property CEO Conference (Transcript)
2024-03-06 16:34
American Tower Corporation (NYSE:AMT) Citi’s 2024 Global Property CEO Conference March 6, 2024 8:50 AM ET Company Participants Steven Vondran - President and Chief Executive Officer Conference Call Participants Nick Joseph - Citigroup Inc. Michael Rollins - Citigroup Inc. Operator Nick Joseph Welcome to Citi's 2024 Global Property CEO Conference. I'm Nick Joseph here with Mike Rollins with Citi Research. We're pleased to have with us American Tower and CEO, Steve Vondran. This session is for Citi clients on ...
The Toronto-Dominion Bank (TD) Presents at RBC Capital Markets Global Financial Institutions Conference (Transcript)
2024-03-06 16:04
The Toronto-Dominion Bank (NYSE:TD) RBC Capital Markets Global Financial Institutions Conference March 6, 2024 9:20 AM ET Company Participants Kelvin Tran - Group Head & Chief Financial Officer Conference Call Participants Darko Mihelic - RBC Capital Markets Darko Mihelic Great. Thank you very much. So we'll start the next session with TD Bank. We have the Chief Financial Officer, Kelvin Tran here with us. Kelvin, welcome to the conference. Kelvin Tran Thanks for having me. Question-and-Answer Session Q - D ...
Salesforce, Inc. (CRM) Presents at Morgan Stanley Technology, Media & Telecom Conference Transcript
2024-03-06 06:35
Salesforce, Inc. (NYSE:CRM) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 6:35 PM ET Company Participants Amy Weaver - President & CFO Conference Call Participants Keith Weiss - Morgan Stanley Keith Weiss Excellent. Thank you everyone for joining us this afternoon. My name is Keith Weiss. I run the U.S. software research practice here at Morgan Stanley. And very pleased to have with us Amy Weaver President and CFO of Salesforce. Seems like we're doing a little bit of a repeat of last w ...
Dell Technologies Inc. (DELL) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
2024-03-06 05:19
Dell Technologies Inc. (NYSE:DELL) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 6:35 AM ET Company Participants Yvonne McGill - CFO Arthur Lewis - President, ISG Business Conference Call Participants Erik Woodring - Morgan Stanley Erik Woodring Perfect. So why don't we get started? Anyway, good afternoon, guys. My name is Erik Woodring. I lead the hardware coverage here at Morgan Stanley. I am delighted to have Yvonne McGill, CFO of Dell Technologies; and Arthur Lewis, President of th ...
Snowflake Inc. (SNOW) Presents at Morgan Stanley Technology, Media and Telecom Conference (Transcript)
2024-03-06 04:32
Snowflake Inc. (NYSE:SNOW) Morgan Stanley Technology, Media and Telecom Conference March 5, 2024 5:50 PM ET Company Participants Sridhar Ramaswamy - CEO Mike Scarpelli - CFO Conference Call Participants Keith Weiss - Morgan Stanley Keith Weiss Excellent. Thank you, everyone, for joining us this afternoon. My name is Keith Weiss. I run the U.S. Software Research practice here at Morgan Stanley. I'm very pleased to have with us from Snowflake, both newly appointed CEO, Sridhar Ramaswamy; and CFO, Mike Scarpel ...
Zoom Video Communications, Inc. (ZM) Presents at KeyBanc Emerging Technology Summit Transcript
2024-03-06 03:46
Zoom Video Communications, Inc. (NASDAQ:ZM) KeyBanc Emerging Technology Summit Conference Call March 5, 2024 12:00 PM ET Company Participants Kelly Steckelberg - CFO Conference Call Participants Unidentified Analyst Good morning, everyone. I guess second meeting here of our Emerging Tech Conference, obviously Zoom's, not so much emerging anymore, but they're still working on a lot of innovation here. To the CFO, Kelly, thank you so much for joining us. Kelly Steckelberg Thanks for having us. Unidentified An ...
Iron Mountain Incorporated (IRM) Morgan Stanley Technology, Media & Telecom Conference
2024-03-06 03:44
Iron Mountain Incorporated (NYSE:IRM) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 11:00 AM ET Company Participants Barry Hytinen - Chief Financial Officer Conference Call Participants Calvin Lam - Morgan Stanley Calvin Lam Maybe we'll begin now. So my name is Calvin Lam. I'm -- I run the communication services banking business at Morgan Stanley. I'm joined here on stage today by Barry Hytinen, the CFO of Iron Mountain; and Gill Tiltman, the Head of Investor Relations. So welcome, and ...
Fortinet, Inc. (FTNT) Management presents at Morgan Stanley's Technology, Media & Telecom Conference (Transcript)
2024-03-06 03:25
Fortinet, Inc. (NASDAQ:FTNT) Management presents at Morgan Stanley's Technology, Media & Telecom Conference March 5, 2023 5:05 PM ET Company Participants Ken Xie - Chairman and CEO Keith Jensen - CFO Conference Call Participants Hamza - Cybersecurity analyst at Morgan Stanley Hamza Fodderwala All right. Good afternoon, everybody. Thank you for joining us. My name is Hamza. I'm the cybersecurity analyst here at Morgan Stanley. And with me, I'm really excited to have the team from Fortinet here. We have Ken X ...
Advanced Micro Devices, Inc. (AMD) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
2024-03-06 03:18
Advanced Micro Devices, Inc. (NASDAQ:AMD) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 11:00 AM ET Company Participants Joseph Moore - CFO Conference Call Participants Jean Hu - Morgan Stanley Jean Hu Welcome back, everybody. Joe Moore from Morgan Stanley Semiconductor Research. Very happy to have with us today Jean Hu, the CFO of AMD. I think, I just read this real quick. For important disclosures, please see the Morgan Stanley Research disclosure website at www.morganstanley.com. If ...
ON Semiconductor Corporation (ON) Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)
2024-03-06 02:15
ON Semiconductor Corporation (NASDAQ:ON) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 5:50 PM ET Company Participants Hassane El-Khoury – Chief Executive Officer Thad Trent – Chief Financial Officer Conference Call Participants Joe Moore – Morgan Stanley Joe Moore Everybody, I’m Joe Moore, again, Morgan Stanley semiconductor research. Very happy to have the executive team from ON Semiconductor, Hassane El-Khoury, CEO; and Thad Trent, CFO. So I wonder if you guys could just start out. ...