Cytek Biosciences (CTKB) FY Conference June 11, 2025 02:40 PM ET Speaker0 Leukemia, MRD. And in fact, we have been working with many of our partners to try and pull that type of application, especially in APAC and Europe, where we have our instrument cleared for the clinical applications. Speaker1 Thank you. Super helpful overview. Bill, let me go back to you for a just and more and more philosophical when it comes to guidance. This is such an uncertain time, and it's really hard to figure out, particularly ...

Brady (BRC) Conference June 11, 2025 02:30 PM ET Speaker0 Good afternoon, everyone, and welcome back to Sidoti's Virtual Investor Conference. I do see there's still some people filling into the room. But I'll take this time right now and just remind everyone if you have questions, we expect a few minutes after the informative presentation. You press that q and a button at the bottom of your screen, type in the questions, and we'll get to as many as we can, time permitting. So happy to welcome CFO Anne Thorn ...

Summary of O. I. Glass Conference Call Company Overview - O. I. Glass is the world's largest global glass packaging company, serving over 6,000 customers across 74 countries with a network of 69 plants in 19 countries [4][5] - The company aims to drive long-term growth by leveraging its competitive advantages and improving its cost structure [5][6] Investment Thesis - O. I. Glass is redefining its competition to include aluminum cans, which have been gaining market share [6][34] - The company plans to optimize its value chain and reduce costs to regain market share and grow its business [6][7] - O. I. Glass currently holds a 9% global market share, indicating significant growth opportunities [7] Financial Goals - The company aims to grow EBITDA from $1.1 billion in 2022 to $1.45 billion by 2027, representing an 8% CAGR [14] - Targets include expanding the premium business from 27% to 40% and reducing costs by approximately 20% in mainstream categories [15] - The Fit to Win initiative is expected to generate at least $650 million in savings by 2027 [17][19] Market Performance - Sales volumes are down modestly by 2-3%, but The Americas are performing better than expected with a growth rate of about 5% [21][22] - Europe is experiencing a softer market, particularly in export-exposed categories [22][23] Competitive Landscape - O. I. Glass is focusing on redefining what "good" looks like in manufacturing and is bringing in external insights to improve operations [28][32] - The company recognizes that 30-40% of its business overlaps with cans, necessitating a focus on cost competitiveness [34][41] Consumer Trends - There is a growing consumer preference for glass packaging, particularly in premium segments [8] - Health and wellness trends are impacting alcohol consumption, with a noted increase in demand for zero-alcohol and sparkling water products [48][50] Recycling and Sustainability - The recycling rate for glass in the U.S. is about 22-23%, compared to 70% in Europe, highlighting a significant gap in infrastructure [56][57] - O. I. Glass is working to improve recycling processes and infrastructure in the U.S. [58] Tariff Implications - Approximately 15% of O. I. Glass's business is affected by tariffs, primarily in filled containers from Europe [67][68] - The company is monitoring potential tariff impacts on consumer behavior, particularly in the wine category [69][70] Future Outlook - O. I. Glass is optimistic about achieving its financial targets and is focused on the Fit to Win initiative to drive performance [24][75] - The company plans to report quarterly on its progress and is looking for opportunities to enhance operational effectiveness [75]

The Bank of New York Mellon (BK) 2025 Conference June 11, 2025 02:30 PM ET Speaker0 For important disclosures, please see Morgan Stanley Research disclosure website at morganstanley.com/researchdisclosure. The taking of photographs and the use of recording devices is also not allowed. If you have any questions, please reach out to your Morgan Stanley sales representative. Okay. So thanks, everybody, for joining us this afternoon. We are pleased to have with us Jim Crowley, Global Head of BNY Pershing. Persh ...

Shake Shack (SHAK) FY Conference June 11, 2025 02:15 PM ET Speaker0 Hi, everyone. Thanks for participating in Oppenheimer's twenty fifth Annual Consumer Conference. I'm Mike Tamas, and I cover Shake Shack here at Oppenheimer. Know, Shake Shack's been one of our top picks in 2025, and we remain excited about management's new strategies to stimulate same store sales, enhance margins, and accelerate unit growth. We're gonna dig into all those topics and much more with Katie Fogarty, Shake Shack's CFO. She join ...

UiPath (PATH) 2025 Conference June 11, 2025 02:05 PM ET Speaker0 Oh, that was far back. Speaker1 Alright. I'm Siti Panigrahi, software analyst here at, Mizuho. It's a great pleasure to welcome Asim Gupta, COO and CFO. Two hats. Yeah. That's great. Welcome you to the conference. Speaker0 Thanks so much, Citi. Speaker1 Know, I'll start with the pretty you you reported recently fiscal Q1. It was much better than expected. So maybe why don't you start with your puts and takes for Q1, where where you saw the str ...

Diebold Nixdorf (DBD) FY Conference June 11, 2025 02:00 PM ET Speaker0 Alright. Well, it's 02:00. We'll go ahead and get started. So Dave Mossberg with three part advisors. Diebold, Nixdorf is our next company. Trades on in New York, DVD. This is you know exactly the type of company that we're looking for. We just met with this company virtually did a call with a group investors in March and through the recommendation of of of actually one of our sponsors that we take a look at it. Had a good meeting and an ...

Syndax Pharmaceuticals (SNDX) FY Conference June 11, 2025 02:00 PM ET Speaker0 Good afternoon, everyone. Thanks for joining us here at Goldman Sachs Senior Healthcare Conference. Thrilled to be joined by the team from Maybe I'll kick it off. I'll let you guys introduce yourselves and then introduce the company. Speaker1 Sure. Good to see you, Corinne. Thank you. I'm Michael Metzger. I'm the CEO of Syndax, I've been with the company about ten years. And to my left, Steve? Yes. Steve Kloster, our Speaker2 Chi ...

Novavax (NVAX) FY Conference June 11, 2025 02:00 PM ET Speaker0 Are we ready to go? Are we live? Oh, hello, everyone. Speaker1 Hi, I'm John Jacobs, CEO of Novavax, and I'm joined here today by Jim Kelly, our CFO, and Doctor. Roxandra Draghia, who heads up our R and D. I want to thank everyone who's here today to join us and listening in to our presentation at the Goldman Sachs forty sixth Annual Global Healthcare Conference. Today's 06/11/2025. I'll advance the slide to our cautionary note regarding forward ...

Myriad Genetics (MYGN) FY Conference June 11, 2025 02:00 PM ET Speaker0 All right. Good afternoon, everyone. My name is Matt Sykes, the Life Science Tools and Diagnostics Analyst at Goldman Sachs, and I have the pleasure of welcoming Myriad Genetics to our conference this afternoon, Sam Raha, President and CEO and Scott Loeffler, CFO. Sam, Scott, thanks for joining me. Pleasure to be here. Thanks for having us. Speaker1 Thanks for having us, Matt. Speaker0 Great. Maybe, Sam, if we just start off at a high l ...