Fortinet, Inc. (NASDAQ:FTNT) Wells Fargo 7th Annual TMT Summit Conference November 28, 2023 3:45 PM ET Company Participants Keith Jensen - CFO Conference Call Participants Andy Nowinski - Wells Fargo Andy Nowinski Okay, everyone, thank you very much for joining us today. My name is Andy Nowinski, software analyst at Wells Fargo. And it's my pleasure to introduce you to Keith Jensen, CFO of Fortinet. I think we have a full room and we're webcasting this session. So I know Keith has a safe harbor statement he ...

Visa Inc. (NYSE:V) UBS 27th Global Technology Conference November 28, 2023 2:15 PM ET Company Participants Christopher Suh - Chief Financial Officer Conference Call Participants Timothy Chiodo - Lead Payments, Processors and Fintech Analyst, UBS Timothy Chiodo Okay. Great. Welcome, everyone, to the afternoon keynote session here at our 27 Annual Global Technology Conference. I'm Tim Chiodo, I'm the Lead Payments, Processors and Fintech Analyst here at UBS. We are very, very glad and fortunate to have with u ...

ServiceNow, Inc. (NYSE:NOW) UBS Global Technology Conference November 28, 2023 4:15 PM ET Company Participants CJ Desai - President and COO Conference Call Participants Karl Keirstead - UBS Karl Keirstead Okay, everybody. Why don't we get started? I'm Karl Keirstead on the UBS software team. On a serious note, I've been taking an informal poll of the best dressed man at the conference and CJ as it turns out, I think wins. I trust everybody would agree. And I clearly need to raise my game for next year's con ...

Lam Research Corporation (NASDAQ:LRCX) UBS Global Technology Conference November 28, 2023 4:15 PM ET Company Participants Tim Archer - President and Chief Executive Officer Doug Bettinger - Executive Vice President and Chief Financial Officer Conference Call Participants Timothy Arcuri - UBS Timothy Arcuri Okay. We're going to get started with our next session. I'm Tim Arcuri. I'm the semiconductor analyst here at UBS, and I'm very happy to have Lam Research with us and very happy to have both Tim Archer an ...

Corning Incorporated (NYSE:GLW) UBS Global Technology Conference November 28, 2023 10:15 AM ET Company Participants Ann Nicholson - VP of IR Conference Call Participants Josh Spector - UBS Josh Spector All right, everyone. We're going to get started here. Thanks, everyone, for joining us in person and online for UBS' Global Technology Conference. My name is Josh Spector, and I cover North American chemicals and packaging for UBS, as well as a few other niche areas. Today, we're hosting Corning for a firesid ...

Lumen Technologies, Inc. (NYSE:LUMN) Bank of America 2023 Leverage Finance Conference November 28, 2023 2:10 PM ET Company Participants Chris Stansbury - Executive Vice President and Chief Financial Officer Conference Call Participants Ana Goshko - Managing Director, Bank of America Ana Goshko This is the Bank of America 2023 Leverage Finance Conference, and I'm Ana Goschko. I cover Telecom and Technology Credit, and we're thrilled to have Lumen Technologies with us. And we have Chris Stansbury, Executive V ...

Cisco Systems, Inc. (NASDAQ:CSCO) UBS Global Technology Conference Call November 28, 2023 12:55 PM ET Company Participants Bill Gartner - SVP and General Manager, Optical Systems and Optics Group Conference Call Participants David Vogt - UBS David Vogt Great. I think we're going to get started. Good morning, everyone. Thank you for joining. I am David Vogt. I'm the UBS Enterprise Hardware and Networking Analyst, and we're excited to have Cisco with us today. From the company, we have Bill Gartner, SVP and G ...

Gilead Sciences, Inc. (NASDAQ:GILD) 6th Annual Evercore ISI HealthCONx Conference November 28, 2023 1:20 PM ET Company Participants Andrew Dickinson - Chief Financial Officer Conference Call Participants Umer Raffat - Evercore ISI Umer Raffat Let's get ahead and get started. Thank you all for being here. Pleasure to have Gilead management here. There's a lot of topics to go through, including some of the FDA updates today, Andy, and I realized it's very early into the update. But maybe let me turn it over t ...

Zoom Video Communications, Inc. (NASDAQ:ZM) 2023 UBS Global Technology Conference Call November 28, 2023 12:55 PM ET Company Participants Kelly Steckelberg - Chief Executive Officer Conference Call Participants Karl Keirstead - UBS Taylor McGinnis - UBS Karl Keirstead Okay, great. Let’s get started on. I'm Karl Keirstead. Thank you, Kelly and Charles and the Zoom team, for participating in our event. And I was just mentioning to Kelly, because Zoom's revenue mix is shifting a little bit more to the phone an ...

KLA Corporation (NASDAQ:KLAC) UBS Global Technology Conference November 28, 2023 12:15 PM ET Company Participants Bren Higgins - Chief Financial Officer Conference Call Participants Timothy Arcuri - UBS Timothy Arcuri Great. We're going to get started. I'm, Tim Arcuri. I'm the semiconductor analyst here at UBS, and very pleased to have, KLA with us next with, and Bren Higgins, who is the CFO. I've known Bren for a long time. So very, very pleased to have you, Bren. Thank you. Bren Higgins Yes. Thank you for ...