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 ...

Teladoc Health, Inc. (NYSE:TDOC) 35th Annual Piper Sandler Healthcare Conference November 28, 2023 12:00 PM ET Company Participants Jason Gorevic - Chief Executive Officer Conference Call Participants Jessica Tassan - Piper Sandler Jessica Tassan All right. So, good afternoon everyone, my name is Jessica Tassan. I'm the healthcare services analyst at Piper. And I'm thrilled to be here with Jason Gorevic, CEO of Teladoc, the country's largest and most diversified digital healthcare platform, and serving over ...

NVIDIA Corporation (NASDAQ:NVDA) UBS Global Technology Conference Call November 28, 2023 1:35 PM ET Company Participants Colette Kress - CFO Conference Call Participants Tim Arcuri - UBS Tim Arcuri Great. We're going to get started. Hi. I'm Tim Arcuri. I’m the semiconductor analyst here at UBS. Very pleased to have NVIDIA for our lunch keynote. We have Colette Kress. Everyone knows Colette. She's the CFO. And before I start to ask questions, I was going to let you have some opening remarks. Colette Kress Ok ...

Applied Materials, Inc. (NASDAQ:AMAT) Wells Fargo 7th annual TMT Summit Conference November 28, 2023 1:15 PM ET Company Participants Brice Hill - CFO Conference Call Participants Joe Quatrochi - Wells Fargo Joe Quatrochi First, I will go ahead and get started here. I am Joe Quatrochi, the Semi Cap Equipment Analyst for Wells Fargo. Excited to have Brice Hill, CFO of Applied Materials, here to join us this morning. Brice Hill Good morning. We love everybody, loves this facility and the granola bars. Question ...

Verizon Communications Inc. (NYSE:VZ) 2023 Wells Fargo 7th Annual TMT Summit Conference Call November 28, 2023 11:45 AM ET Company Participants Joe Russo - Executive Vice President & President of Global Networks and Technology Conference Call Participants Eric Luebchow - Wells Fargo Eric Luebchow Good morning. All right. Good morning, everyone. We'll go ahead and get it kicked off. I'm Eric Luebchow, Senior Analyst at Wells Fargo, covering Telecommunications Services and really pleased this morning to be jo ...

Texas Instruments Incorporated (NASDAQ:TXN) UBS Global Technology Conference November 28, 2023 10:55 AM ET Company Participants Rafael Lizardi - CFO Conference Call Participants Timothy Arcuri - UBS Timothy Arcuri Yes. For the next session, very pleased to have Texas Instruments. I'm very pleased to have Rafael Lizardi, who is the CFO of TI. Thank you for coming. Good morning. Rafael Lizardi Thank you. Good morning. Question-and-Answer Session Q - Timothy Arcuri So I'll just lead off with a couple of questi ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) UBS Annual Technology Conference Transcript November 28, 2023 12:55 PM ET Executives Forrest Norrod - Executive Vice President and General Manager, Data Center Group Analysts Tim Arcuri - UBS Tim Arcuri Great. We’re going to get started. Thank you. I’m Tim Arcuri. I’m the Semiconductor Analyst here at UBS. Very pleased to have AMD and we have Forrest Norrod, who’s EVP and GM of the Data Center Group. Thank you, Forrest. Forrest Norrod Thanks, Tim. Good to be here. G ...