Tenaya Therapeutics (NasdaqGS:TNYA) FY Conference September 09, 2025 04:50 PM ET Company ParticipantsFaraz Ali - CEOConference Call ParticipantsMike Goldsmith - Biotech AnalystMike GoldsmithOkay, great. Good afternoon, everyone, and thanks for joining us at the Morgan Stanley Global Healthcare Conference. I'm Mike Goldsmith, a biotech analyst here, and it's my pleasure to introduce Faraz Ali, CEO of Tenaya Therapeutics. Before we get started, I just need to read a quick disclosure. For important disclosures ...

PayPal (NasdaqGS:PYPL) 2025 Conference September 09, 2025 04:45 PM ET Company ParticipantsAlex Chriss - President, CEO & DirectorNoneAll right. Up next, we're very excited to have Alex Chriss, President and CEO of PayPal. Alex stepped into the CEO role in 2023 following nearly 20 years at Intuit. Alex, thanks for joining us here for the second year in a row. I'm disappointed there's no Will Ferrell commercial this year, but we will do.Alex ChrissIt's good to be here. Will will be coming soon, so stay tuned. ...

Cadence Design Systems (NasdaqGS:CDNS) 2025 Conference September 09, 2025 04:45 PM ET Company ParticipantsAnirudh Devgan - President, CEO & DirectorConference Call ParticipantsJim Schneider - Senior Equity AnalystAnirudh DevganYes, yes.Jim SchneiderOkay, very good.Anirudh DevganCan you hear me okay?Jim SchneiderYes.Anirudh DevganYeah.Jim SchneiderOkay. Good afternoon, everybody. Welcome to the Goldman Sachs Communication and Technology Conference. My name is Jim Schneider. I'm the Senior Director of Analyst ...

Lyft (NasdaqGS:LYFT) 2025 Conference September 09, 2025 04:45 PM ET Company ParticipantsEric Sheridan - Managing DirectorErin Brewer - CFOEric SheridanOkay, in the interest of time, I think we're going to get started. It's great to welcome the team from Lyft back to the conference this year. We've got Erin Brewer, CFO. Before we kick off, I am going to read the safe harbor, so stick with me. Before we start, Lyft would like to remind you to turn the fireside chat to the way we'll make forward-looking statem ...

Discovery Silver (OTCPK:DSVS.F) 2025 Conference September 09, 2025 04:45 PM ET Company ParticipantsNone - ExecutiveConference Call ParticipantsNone - AnalystNoneGood afternoon everyone. So 2026 has been a transformational year for Discovery. In January, we announced the acquisition of the Porcupine Gold assets They're located in Timmins, Ontario. In April, we closed on the acquisition of those assets.And then just last month, we reported our first quarter as a gold producer. We had a very solid operational ...

Realty Income (NYSE:O) 2025 Conference September 09, 2025 04:30 PM ET Company ParticipantsSumit Roy - President, CEO & DirectorJonathan Pong - EVP, CFO & TreasurerJana Galan - DirectorConference Call ParticipantsNone - AnalystJana GalanGood afternoon and welcome to Bank of America's 2025 Global Real Estate Conference. I'm Yana Galan, and I cover the Net Lease REITs at Bank of America. Very honored to be kind of closing out the roundtable discussions this early evening with Realty Income. We have from Realty ...

JFrog (NasdaqGS:FROG) 2025 Conference September 09, 2025 04:30 PM ET Company ParticipantsJens Eckels - VP - Product MarketingJohn Nuttall - Director - TechnologyTali Notman - Chief Revenue OfficerShlomi Ben Haim - Co-Founder, CEO & DirectorJason Ader - Co-Group Head - Technology, Media & CommunicationsKoji Ikeda - Director - Enterprise Software Equity ResearchEd Grabscheid - CFOSanjit Singh - Executive DirectorYoav Landman - Co-Founder, CTO & DirectorW. Miller Jump - Equity Research AssociateAndrew Sherman ...

BlackLine (NasdaqGS:BL) Update / Briefing September 09, 2025 04:30 PM ET Company ParticipantsStuart Van Houten - CCOOwen Ryan - Chairman of the Board & Co-CEOJeremy Ung - Chief Technology OfficerCharlie Gaulke - SVP - Product ManagementPatrick Villanova - CFOMatt Humphries - SVP - IR & Strategic Accounts, Aerospace & Defense Industry LeadMatt Vanvliet - MD & Software Equity ResearchJohn Messina - Research AssociateAustin Cole - Software Equity Research AssociateConference Call ParticipantsChris Quintero - V ...

Americas Gold and Silver (NYSEAM:USAS) 2025 Conference September 09, 2025 04:30 PM ET Speaker0Thanks, Joe. Good afternoon, everyone. It's a pleasure to be here at Beaver Creek once again to give you an update on America's gold and silver. I've been here now for about a little over six months with the rest of our team, and we've had quite a bit of change in the last six and a half months and excited to talk to you about it. I'll talk about this in another slide here.Just the executive team, it's pretty much ...

Summary of Digital Realty Trust Conference Call Company Overview - **Company**: Digital Realty Trust - **Industry**: Data Center Real Estate Investment Trust (REIT) Key Points and Arguments Growth Philosophy - Digital Realty Trust prefers consistent growth of 7% over a longer period (10 years) rather than a short-term spike of 10% for 2 years, emphasizing long-term strategy and stability [3][6][8] Market Strategy - The company focuses on markets with robust and diverse demand, particularly for hyperscale customers, which allows for better returns on capital [10][11] - Digital Realty has intercepted AI demand in core markets, which are locationally sensitive, providing a competitive edge [10][11] Enterprise Business - The "zero to one" megawatt enterprise colocation and interconnection strategy has shown significant growth, with recent quarterly results reaching $90 million, an 18% increase from previous records [12][13] - The enterprise business is seen as a long-term growth driver, with a large addressable market still to be tapped [49][50] Pricing and Market Dynamics - The company has seen positive trends in releasing spreads, currently around 4.5%, due to consistent inflation and improved pricing strategies [15][16] - Supply constraints in the data center market have led to healthier pricing levels, driven by factors such as power generation and governmental pressures [17][18] Power and Cooling Infrastructure - Digital Realty has made significant investments in power densification and cooling technologies, positioning itself to meet rising demands for AI and other compute-intensive workloads [21][23] - The company has a strong advantage in securing contracted power in key markets like Northern Virginia, which is crucial for future growth [25] Capital Structure and Growth Management - Digital Realty has evolved its funding strategy to include joint ventures and a new $3 billion hyperscale data center fund, allowing for more flexible capital management [26][27] - The company aims to balance public market advantages with private capital opportunities to enhance growth and returns [35][36] Competitive Landscape - Digital Realty differentiates itself from competitors who may be focused on short-term gains, emphasizing a long-term, sustainable approach to data center operations [29][30] - The company believes it can generate better returns than many private capital competitors, focusing on quality over quantity in hyperscale deals [32][33] Synergies Between Business Segments - The integration of enterprise and hyperscale businesses allows Digital Realty to leverage synergies, enhancing customer offerings and operational efficiencies [54][56] Future Outlook - The company anticipates continued growth in both the enterprise and hyperscale segments, driven by ongoing demand for cloud services and AI [72][73] Additional Important Insights - Digital Realty has a history of strategic pivots and investments that have positioned it well for current market dynamics, including a focus on infrastructure that supports high power densities [22][24] - The company acknowledges the challenges of legacy facilities but emphasizes its capability to upgrade and adapt existing data centers to meet modern demands [23][24] This summary encapsulates the key insights and strategic directions discussed during the conference call, highlighting Digital Realty Trust's focus on sustainable growth, market positioning, and operational excellence in the data center industry.