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 ...

NXP Semiconductors N.V. (NASDAQ:NXPI) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 11:45 AM ET Company Participants Jeff Palmer - Director, IR Conference Call Participants Joseph Moore - Morgan Stanley Joseph Moore Good. All right. Thank you, everybody. Welcome back. I'm Joe Moore, Morgan Stanley Semiconductor Research. Very happy to have with us today, Jeff Palmer, our Director of Investor Relations for NXP. So Jeff, I think maybe if you could just start off with a little bit of an o ...

Federal Realty Investment Trust (NYSE:FRT) Citi's 2024 Global Property CEO Conference Transcript March 5, 2024 2:10 PM ET Executives Don Wood - Chief Executive Officer Dan Guglielmone - Chief Financial Officer, Jeff Berkes - President and COO Analysts Craig Mailman - Citi Nick Joseph - Citi Craig Mailman Good afternoon, everyone. Welcome to Citi's 2024 Global Property CEO Conference. I'm Craig Mailman joined with Nick Joseph from Citi Research and we're pleased to have with us Federal Realty and CEO, Don Wo ...

Okta, Inc. (NASDAQ:OKTA) Morgan Stanley Technology, Media & Telecom Conference Call March 5, 2024 11:00 AM ET Company Participants Brett Tighe - Chief Financial Officer Conference Call Participants Hamza Fodderwala - Morgan Stanley Hamza Fodderwala Good morning, everybody. Welcome to Day 2 of the Morgan Stanley TMT Conference. I'm Hamza, the cybersecurity analyst here at Morgan Stanley. With me, I have the pleasure of having the CFO of Okta, Brett Tighe. Brett, thank you so much for joining. Brett Tighe Tha ...

Corning Incorporated (NYSE:GLW) Morgan Stanley Technology, Media & Telecom Conference Call March 5, 2024 11:00 AM ET Company Participants Edward Schlesinger - Executive Vice President and Chief Financial Officer Conference Call Participants Meta Marshall - Morgan Stanley Meta Marshall All right. Welcome, everybody. I'm Meta Marshall. I cover the networking space here at Morgan Stanley. We're delighted to have Corning here today, Edward Schlesinger, CFO. For important disclosures, please see the Morgan Stanl ...

Company and Industry Overview * **Company**: Merck & Co., Inc. (NYSE:MRK) * **Industry**: Healthcare, Pharmaceuticals, Biotechnology Key Points GARDASIL * **Revenue Target**: Merck aims to achieve $11 billion in GARDASIL revenue by 2030, driven by international markets. * **International Expansion**: Merck focuses on increasing vaccine coverage rates, expanding coverage in NIPs, and targeting the private market and low middle-income segments. * **Manufacturing Capacity**: Merck has invested in manufacturing capacity to meet growing demand for GARDASIL, particularly in low middle-income markets. KEYTRUDA * **Growth Outlook**: KEYTRUDA is expected to see growth in 2024, driven by expansion into new tumor types and earlier treatment settings. * **Early-Stage Settings**: Early-stage KEYTRUDA is expected to be the primary driver of growth in 2024, with significant potential in triple-negative breast cancer and other tumor types. * **Subcutaneous Formulation**: Merck is exploring the subcutaneous formulation of KEYTRUDA for O-U.S. markets, aiming to improve patient convenience and access. Sotatercept * **PAH Approval**: Merck is confident in the approval of sotatercept for PAH in the EU and Japan, with a potential launch in the second half of 2024. * **Market Opportunity**: Sotatercept has the potential to become a significant revenue driver for Merck, with a target cardiovascular business of $15 billion by the mid-2030s. Vaccines * **Prevnar**: Merck is focused on expanding the Prevnar franchise, including the launch of VAXNEUVANCE for the pediatric segment and V116 for the adult segment. * **Dengue**: Merck is developing a dengue vaccine with potential for significant impact in the Southern Hemisphere and other regions. * **VAXELIS**: Merck is making steady progress with VAXELIS, a hexavalent vaccine covering multiple diseases. HIV * **Islatravir-Doravirine Combination**: Merck is developing an islatravir-doravirine combination for HIV, aiming to differentiate from existing treatments and address unmet needs. China * **Market Growth**: Merck has seen significant growth in China, driven by the launch of GARDASIL and other innovative products. * **Government Support**: The Chinese government's focus on improving healthcare standards and access has been beneficial for Merck. * **Partnerships**: Merck has formed partnerships with local companies to leverage the growing scientific ecosystem in China. Future Outlook * **Competitive Advantage**: Merck's competitive advantage lies in its pipeline of innovative products and its focus on patient care. * **Long-Term Growth**: Merck is focused on long-term growth, with a focus on expanding its pipeline and addressing unmet medical needs.

Verizon Communications Inc. (NYSE:VZ) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 11:45 AM ET Company Participants Tony Skiadas - Executive Vice President & CFO Conference Call Participants Simon Flannery - Morgan Stanley Simon Flannery All right. Good morning, everybody. Great pleasure to welcome Tony Skiadas from Verizon. Welcome, Tony. I think you have a safe harbor for us. Tony Skiadas Thanks, Simon, and good to be here. So before we get started, I need to draw your attention to ...