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Zoom Video Communications, Inc. (ZM) Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)
2024-03-04 22:27
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. (FSLY) Annual Raymond James Institutional Investors Conference (Transcript)
2024-03-04 22:05
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 (NVDA) Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)
2024-03-04 22:02
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. (SPGI) Presents at Annual Raymond James Institutional Investors Conference (Transcript)
2024-03-04 21:48
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. (TDOC) TD Cowen 44th Annual Health Care Conference (Transcript)
2024-03-04 21:28
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. (LUMN) Annual Raymond James Institutional Investors Conference (Transcript)
2024-03-04 21:13
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 (SNY) TD Cowen 44th Annual Health Care Conference (Transcript)
2024-03-04 21:05
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. (CSCO) Morgan Stanley Technology, Media & Telecom Conference - Transcript
2024-03-04 19:59
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 ...
Workday, Inc. (WDAY) Morgan Stanley Technology, Media & Telecom Conference Call Transcript
2024-03-04 19:41
Workday, Inc. (NASDAQ:WDAY) Morgan Stanley Technology, Media & Telecom Conference Call March 4, 2024 11:45 AM ET Company Participants Carl Eschenbach - CEO Conference Call Participants Keith Weiss - Morgan Stanley Michael Lippert - Baron Capital Keith Weiss Excellent. Thank you, everyone, for joining us this morning. My name is Keith Weiss. I run the U.S. software equity research franchise here at Morgan Stanley. Very pleased to have with us from Workday, Carl Eschenbach, the CEO. Carl, thank you for joinin ...
Biogen Inc. (BIIB) TD Cowen 44th Annual Health Care Conference - (Transcript)
2024-03-04 18:55
Biogen Inc. (NASDAQ:BIIB) TD Cowen 44th Annual Health Care Conference Call March 4, 2024 11:10 AM ET Company Participants Michael McDonnell - Chief Financial Officer Alisha Alaimo - President, Head of North America Priya Singhal - Head of Development and Interim Chief Medical Officer Conference Call Participants Philip Nadeau - TD Cowen Michael McDonnell [Call Starts Abruptly] So good morning and thank you very much to everyone for being with us today. I would say that the launch of LEQEMBI is going in line ...