Meta Platforms, Inc. (NASDAQ:META) Morgan Stanley 2024 Technology, Media & Telecom Conference March 6, 2024 11:00 AM ET Company Participants Tom Alison - Head of Facebook Conference Call Participants Brian Nowak - Morgan Stanley Brian Nowak Good afternoon, everyone. Welcome to our afternoon conversation with Tom Alison, who's the Head of Facebook. He oversees the Development and Strategy across all of News Feed, Stories, Groups, Video, Marketplace, Gaming, News, Dating, a lot more. You've been with Meta sin ...

GSK plc (NYSE:GSK) TD Cowen 44th Annual Health Care Conference March 4, 2024 2:50 PM ET Company Participants Luke Miels - CCO Conference Call Participants Stephen Scala - TD Cowen Stephen Scala Well, good afternoon, and welcome once again. We're delighted to have GSK here at the 44th Annual Cowen Health Care Conference. Representing the company is Luke Miels, who is the Chief Commercial Officer. Lots to talk about today, lots of exciting dynamics at GSK. So we're just going to dive right in. Question-and-An ...

T-Mobile US, Inc. (NASDAQ:TMUS) Deutsche Bank's 32 Annual Media, Internet & Telecom Conference Call March 11, 2024 8:50 AM ET Company Participants Jon Freier - President, Consumer Group Conference Call Participants Bryan Kraft - Deutsche Bank Bryan Kraft Okay. All right. Hi, everyone. I'm Bryan Kraft. So I cover the media and telecom cable sectors for Deutsche Bank on the equity side. And before I introduce Jon, I just wanted to take a second to welcome everyone to the conference. It's great to see, so many ...

Atlassian Corporation (NASDAQ:TEAM) Morgan Stanley Technology, Media & Telecom Conference March 7, 2024 12:30 PM ET Company Participants Anu Bharadwaj - President Conference Call Participants Keith Weiss - Morgan Stanley Keith Weiss Good morning. Thank you, everyone for joining us. My name is Keith Weiss. I run the US software research franchise here at Morgan Stanley. And very pleased to have with us, this morning from Atlassian, President, Anu Bharadwaj. Anu, thank you for joining us again at the Morgan S ...

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 ...