Palo Alto Networks, Inc. (NASDAQ:PANW) Morgan Stanley Technology, Media & Telecom Conference Call March 5, 2024 2:45 PM ET Company Participants Nikesh Arora - Chief Executive Officer and Chairman Conference Call Participants Hamza Fodderwala - Morgan Stanley Hamza Fodderwala Good morning, or almost good afternoon, everybody. I hope you're doing well. My name is Hamza Fodderwala. I'm the cybersecurity analyst here at Morgan Stanley. And with me this afternoon, we have Mr. Nikesh Arora, Chairman and CEO of Pa ...

Zoom Video Communications, Inc. (NASDAQ:ZM) JMP Securities Technology Conference March 5, 2024 3:00 PM ET Company Participants Kelly Steckelberg – Chief Financial Officer Conference Call Participants Patrick Walravens – JMP Securities Patrick Walravens Great. Why don't we go ahead and get started? So look, we're just delighted to have Zoom Video Communications joining us at the Citizens JMP Technology Conference. Kelly Steckelberg Thank you. It's great to be here. Patrick Walravens Kelly, thank you for join ...

Lumen Technologies, Inc. (NYSE:LUMN) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 11:00 AM ET Company Participants Satish Lakshmanan - EVP and Chief Product and Strategy Officer Chris Stansbury - EVP and CFO Conference Call Participants Simon Flannery - Morgan Stanley Simon Flannery Great. All right. Good morning, everybody. Thanks for joining us again today. It's my great pleasure to welcome Lumen. We've got Chris, the CFO, many of you know, and we're delighted that Satish joined us, ...

Intuit Inc. (NASDAQ:INTU) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 4:20 PM ET Company Participants Sandeep Aujla - Chief Financial Officer 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, I think, for the first time at the TMT Conference. Sandeep Aujla, CFO of Intuit. Thank yo ...

Company and Industry Overview * **Company**: Skyworks Solutions, Inc. (NASDAQ: SWKS) * **Industry**: Semiconductor, Mobile and Wireless Technologies, IoT, Automotive, Data Center * **Key Focus**: Curated solutions for customers, strong technical expertise, in-house manufacturing capabilities Market Trends and Priorities * **Mobile and Wireless Technologies**: * Majority of revenue comes from mobile and wireless technologies, but the company is diversifying into other areas like automotive, data center, and IoT. * Skyworks focuses on mid to high-tier smartphones and has a strong position with Google and Samsung. * The company is well-positioned to capture opportunities in the Android ecosystem, including Google and Samsung. * Skyworks has a strong track record of design wins in the mobile ecosystem and continues to drive share. * **5G and AI**: * Skyworks sees significant opportunities in 5G, particularly in the high-end market where performance continues to improve. * The company believes AI will drive a whole new set of technologies in handheld devices, creating a significant opportunity for companies like Skyworks. * Skyworks is uniquely positioned to address the technical challenges of AI in smartphones due to its strong technical expertise and in-house manufacturing capabilities. * **Broad Markets**: * Skyworks has a strong position in IoT, with a large set of meaningful opportunities and revenue streams. * The company has made significant progress in the automotive market, with design wins with customers like Tesla. * Skyworks has a strong position in data center timing applications, with a growing portfolio of products and solutions. Financials and Strategy * **Revenue Growth**: Skyworks expects to see revenue growth in the broad markets segment, particularly in automotive and IoT. * **Capital Allocation**: Skyworks has a strong balance sheet and expects to use its cash for dividends, buybacks, and acquisitions. * **Acquisitions**: Skyworks has a history of successful acquisitions and plans to continue to look for opportunities to expand its portfolio and capabilities. Key Takeaways * Skyworks is a diversified semiconductor company with a strong focus on curated solutions for customers. * The company has a strong technical expertise and in-house manufacturing capabilities, positioning it well for growth in key markets like 5G, AI, IoT, automotive, and data center. * Skyworks has a strong balance sheet and plans to use its cash for dividends, buybacks, and acquisitions.

Western Digital Corporation (NASDAQ:WDC) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 2:00 PM ET Company Participants David Goeckeler - CEO Wissam Jabre - CFO Conference Call Participants Joe Moore - Morgan Stanley Joe Moore Welcome back, everybody. I'm Joe Moore from Morgan Stanley Semiconductor Research. Very happy to have with us today the management team of Western Digital, David Goeckeler and with Wissam Jabre. I think Wissam, you wanted to read the safe harbor, and then we'll go ...

American Tower Corporation (NYSE:AMT) Raymond James 45th Annual Institutional Investors Conference March 5, 2024 1:05 PM ET Company Participants Adam Smith – Senior Vice President-Investor Relations Steve Vondran – President and Chief Executive Officer Conference Call Participants Ric Prentiss – Raymond James Ric Prentiss [Audio Gap] Prentiss, Head of Telecom Services Research at Raymond James. And we've added the M as well, for media, to our coverage, so stay tuned for more on that one coming. But one of o ...

T-Mobile US, Inc. (NASDAQ:TMUS) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 3:35 PM ET Company Participants Michael Katz - President, Marketing, Strategy and Products Peter Osvaldik - Executive Vice President and Chief Financial Officer Conference Call Participants Simon Flannery - Morgan Stanley Simon Flannery Good afternoon, everybody. It's my great pleasure to welcome Peter and Mike from T-Mobile. Thanks for joining us again. I think you have a safe harbor. Peter Osvaldik Yes, ju ...

International Business Machines Corporation (NYSE:IBM) Morgan Stanley Technology, Media and Telecom Conference Call March 5, 2024 11:00 AM ET Company Participants Jim Kavanaugh - CFO Conference Call Participants Erik Woodring - Morgan Stanley Erik Woodring Welcome, everyone, to Day two of the Flagship Morgan Stanley TMT Conference. My name is Erik Woodring. I'm the lead hardware analyst here based out of New York. I'm very delighted to welcome Jim Kavanaugh, CFO of IBM, with us today. Been in IBM for almost ...

The Walt Disney Company (NYSE:DIS) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 1:15 PM ET Company Participants Bob Iger - CEO Conference Call Participants Ben Swinburne - Morgan Stanley Unidentified Analyst Certain statements in this discussion may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding expectations, plans or beliefs, strategy or focus, guidance, priorities, plans or opportunitie ...