Wheaton Precious Metals Corp. (NYSE:WPM) John Tumazos Very Independent Research Conference October 10, 2023 12:15 PM ET Company Participants Randy Smallwood - President and Chief Executive Officer Conference Call Participants John Tumazos - Very Independent Research John Tumazos Good afternoon. We're so pleased today to host Randy Smallwood, the President and CEO of Wheaton Precious Metals. He and his company pioneered streaming almost a generation ago and then build a tremendous asset with, family of asset ...

Okta, Inc. (NASDAQ:OKTA) Investor Summit 2023 October 4, 2023 2:00 PM ET Company Participants Dave Gennarelli - VP, IR Todd McKinnon - CEO & Co-Founder Eugenio Pace - President, Business Operations Brett Tighe - CFO Conference Call Participants Keith Bachman - BMO Capital Markets John DiFucci - Guggenheim Securities Colin Ducharme - Sterling Capital Gray Powell - BTIG Robbie Owens - Piper Sandler Shaul Eyal - TD Cowen Brian Essex - JPMorgan Shrenik Kothari - Baird Luke Mott - Wolfe Research Dave Gennarelli ...

SNDL Inc. (NASDAQ:SNDL) AGP Annual Virtual Cannabis Conference October 4, 2023 9:45 AM ET Company Participants David Klein - Chief Executive Officer, Canopy Growth Corp Zach George - Chief Executive Officer, Sundial, Inc. Steve Ruffini - Chief Financial Officer, Village Farms Conference Call Participants Aron Govil - AGP Aron Govil [Starts Abruptly] Cannabis Conference. Thanks for joining us. A lot of exciting news happening in the cannabis sector over the past couple of weeks. Welcome to see and I'm great ...

Lumen Technologies, Inc. (NYSE:LUMN) Annual Deutsche Bank Leveraged Finance Conference October 3, 2023 4:35 PM ET Company Participants Chris Stansbury - Executive Vice President and Chief Financial Officer Conference Call Participants Jitendra Joshi - Deutsche Bank Jitendra Joshi Thanks for attending our fireside with Lumen. Now that we're all sort of pumped up about Gen AI, let's talk about the company that is likely to benefit from all the bits that are going to flow as a result. My name is Jiten Joshi, I ...

Zoom Video Communications, Inc. (NASDAQ:ZM) Zoomtopia Investor Q&A Call October 3, 2023 3:00 PM ET Company Participants Tom McCallum - Head of Investor Relations Wendy Bergh - General Manager, Online Business Mahesh Ram - Head of AI Applications Kelly Steckelberg - Chief Financial Officer Conference Call Participants Siti Panigrahi - Mizuho Securities Michael Turrin - Wells Fargo Matthew VanVliet - BTIG Will Power - Baird Peter Levine - Evercore Ryan Koontz - Needham Pete Newton - Barclays Pat Walravens - J ...

Affirm Holdings, Inc. (NASDAQ:AFRM) CFO Fireside Chat Call September 28, 2023 11:00 AM ET Company Participants Michael Linford - Chief Financial Officer Conference Call Participants Bryan Keane - Deutsche Bank Bryan Keane Okay. I think we can kick this off and get started. Hello, everybody, and thanks for joining us today. We're excited to have an Affirm Fireside Chat with Michael Linford, the CFO of Affirm. So, I think that -- well, first of all, my introduction of myself, I'm Bryan Keane. I cover payments ...

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Call Start: 14:00 January 1, 0000 2:33 PM ET Iron Mountain Incorporated (NYSE:IRM) RBC Capital Markets Global Communications Infrastructure Conference Call September 27, 2023 14:00 ET Company Participants Barry Hytinen - Executive Vice President & Chief Financial Officer Conference Call Participants Jonathan Atkin - RBC Capital Markets Jonathan Atkin Welcome to the afternoon fireside chat. If you have any conversations going on, you might want to take it to the hallway. So I'm John Atkin with RBC and I'm pl ...

Company and Industry Overview * **Company**: Digital Realty Trust, Inc. (NYSE: DLR) * **Industry**: Data Center and Cloud Infrastructure * **Event**: RBC Global Communications Infrastructure Conference, September 27, 2023 Key Highlights and Trends * **Positive Outlook for 2023**: Digital Realty experienced a strong start to 2023, driven by positive fundamentals such as improved pricing power, solid demand growth, and constrained supply in various markets. * **AI Demand**: The rise of AI has further accelerated demand, particularly from larger cloud-related customers. * **Occupancy and Development**: The company aims to improve occupancy rates in its existing portfolio while developing 375 megawatts of new capacity, with a strong pre-leasing track record. * **Deleveraging Efforts**: Digital Realty has made significant progress in deleveraging its balance sheet, reducing its leverage ratio from 7x to 6.3x on a pro forma basis. * **Development Joint Ventures**: The company is exploring development joint ventures to manage capital spend and leverage, particularly in high-growth markets. * **Global Expansion**: Digital Realty is actively expanding its global footprint, with a focus on regions such as North America, EMEA, and APAC. * **Supply Chain and Power Constraints**: The company acknowledges the challenges posed by supply chain disruptions and power constraints in certain markets, but maintains a strong position in key locations. Core FFO per Share * **Deleveraging Efforts**: The company's deleveraging efforts, including asset sales and joint ventures, are expected to offset the positive fundamentals and lead to long-term stabilized growth. * **Interest Rate Risk**: The company is monitoring interest rate risk and its impact on future periods. * **Property Taxes and Power Prices**: Other external factors, such as property taxes and power prices, are also being monitored. Development Joint Ventures * **Hyperscale Development Joint Ventures**: The company is exploring hyperscale development joint ventures, initially targeting a $750 million investment. * **Geographic Focus**: These joint ventures are expected to be geographically diverse, with the potential for expansion over time. AI Demand * **North America-Oriented**: The majority of AI demand is currently focused in North America, with growing interest in EMEA and APAC. * **Data Sovereignty**: Some AI workloads may require deployment within data sovereign regions, particularly in EMEA and other country-oriented markets. Other Key Points * **Non-Core Asset Sales**: The company has successfully sold non-core assets and stabilized joint ventures, generating significant capital. * **Recycling Capital**: Digital Realty plans to continue recycling capital and diversifying its capital sources. * **Supply Chain and Power Constraints**: The company is actively managing supply chain and power constraints, particularly in power-constrained markets. * **Renewable Energy**: The company is exploring opportunities to incorporate renewable energy into its portfolio.

Crown Castle Inc. (NYSE:CCI) 2023 RBC Capital Markets Global Communications Infrastructure Conference September 27, 2023 9:30 AM ET Company Participants Daniel K. Schlanger - EVP and CFO Conference Call Participants Jonathan Atkin - RBC Capital Markets Jonathan Atkin Let’s get Started. I'm Jon Atkin, I'm with RBC and I'm pleased to have Dan Schlanger for our kickoff session at our Annual Global Communications Infrastructure Conference. Dan is the CFO of Crown Castle and maybe just to kind of warm things up, ...