PayPal Holdings, Inc. (NASDAQ:PYPL) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 3:40 PM ET Company Participants Alex Chriss - President & CEO Conference Call Participants James Faucette - Morgan Stanley James Faucette All right. Welcome, everybody. Hopefully, you guys all grabbed a bite to eat, and we're going to get started here with CEO and President of PayPal, Alex Chriss. As a matter of introduction, before we get started with Alex, I'm James Faucette, senior research analyst at ...

HP Inc. (NYSE:HPQ) Morgan Stanley Technology, Media and Telecom Conference March 4, 2024 11:00 AM ET Company Participants Enrique Lores - CEO Conference Call Participants Erik Woodring - Morgan Stanley Enrique Lores [Starts Abruptly] And we continue to think that the second half will be stronger, driven from the consumer side on stronger seasonality that we see every year and then some recovery on the commercial side, driven especially by window refresh age of the installed base that we know what we expect ...

Zoom Video Communications, Inc. (NASDAQ:ZM) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 2:55 PM ET Company Participants Kelly Steckelberg - Chief Financial Officer Conference Call Participants Meta Marshall - Morgan Stanley Meta Marshall So welcome, everybody. I'm Meta Marshall. I head up communications software here at Morgan Stanley. We're delighted to have Zoom. Kelly Steckelberg, CFO of Zoom, here with us. For any Morgan Stanley disclosures, please see morganstanley.com/researchd ...

Fastly, Inc. (NYSE:FSLY) Annual Raymond James Institutional Investors Conference March 4, 2024 10:35 AM ET Company Participants Vernon Essi - IR Ron Kisling - CFO Conference Call Participants Frank Louthan - Raymond James Frank Louthan Good morning. Thanks everybody for being here. My name is Q - Frank Louthan, I'm the senior analyst here covering Fastly. Very glad to have them back here again. At the conference we've got Ron Kisling, Chief Financial Officer; and Vernon Essi, who runs Investor Relations. So ...

NVIDIA Corporation (NASDAQ:NVDA) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 1:15 PM ET Company Participants Colette Kress - Chief Financial Officer Conference Call Participants Joe Moore - Morgan Stanley Joe Moore Great. Welcome back everybody. I'm Joe Moore. Very happy to have the CFO of NVIDIA Colette Kress. I just want to read a quick research disclosure. For important disclosures please see the Morgan Stanley research disclosure website at morganstanley.com. If you have any ques ...

S&P Global Inc. (NYSE:SPGI) Annual Raymond James Institutional Investors Conference March 4, 2024 11:35 AM ET Company Participants Doug Peterson - Chief Executive Officer Conference Call Participants Patrick O'Shaughnessy - Raymond James Patrick O'Shaughnessy All right. We will go ahead and get started. Thanks everybody for joining us right before lunch time here, really appreciate it. I'm Patrick O'Shaughnessy, the capital markets technology analyst here at Raymond James. And up next we have S&P Global. An ...

Teladoc Health, Inc. (NYSE:TDOC) TD Cowen 44th Annual Health Care Results Conference March 4, 2024 2:50 PM ET Company Participants Patrick Feeley - Head, Investor Relations Mala Murthy - Chief Financial Officer Conference Call Participants Charles Rhyee - TD Cowen Charles Rhyee So, thanks for being here with us today. We appreciate it. Patrick Feeley Thanks for having us. Question-and-Answer Session Q - Charles Rhyee Maybe we'll dive right in here and, maybe let's start with the BetterHelp. Obviously, an a ...

Lumen Technologies, Inc. (NYSE:LUMN) Annual Raymond James Institutional Investors Conference March 4, 2024 2:15 PM ET Company Participants Chris Stansbury - Chief Financial Officer Conference Call Participants Frank Louthan - Raymond James Frank Louthan All right. Great. Good afternoon, everybody. Thanks for being here. My name is Frank Louthan. I'm the senior wireline analyst here at Raymond James. We're very pleased to have Lumen back with us. Chris Stansbury, the CFO, here to present today. Chris, why do ...

Sanofi (NASDAQ:SNY) TD Cowen 44th Annual Health Care Conference March 4, 2024 12:50 PM ET Company Participants Naimish Patel - Global Head of Development for Immunology & Inflammation Erik Wallstroem - Global Head of Development for Neurology Unidentified Company Representative [Call Starts Abruptly] …with us at Cowen's 44th Annual Healthcare Conference representing the Company is Naimish Patel, who is Global Head of Development for Immunology & Inflammation; and Erik Wallstroem, who is Global Head of Devel ...

Cisco Systems, Inc. (NASDAQ:CSCO) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 12:30 PM ET Company Participants Greg Dorai – SVP/GM, Networking Experiences, Campus Connectivity Conference Call Participants Meta Marshall – Morgan Stanley Meta Marshall Welcome, everybody. I'm Meta Marshall. I lead up networking here at Morgan Stanley. We're delighted to have Greg Dorai, who is the SVP and GM of the Campus Connectivity business at Cisco. I'm going to read some brief disclosures, and I th ...