International Business Machines Corporation (NYSE:IBM) UBS Global Technology Conference November 28, 2023 9:35 AM ET Company Participants Jim Kavanaugh - CFO Conference Call Participants David Vogt - UBS David Vogt Good morning, everyone, and welcome to the UBS Global TMT Conference here in Scottsdale, Arizona. I'm David Vogt. I am the enterprise hardware and networking analyst here. And we're excited to have with us this morning at a keynote, IBM and Jim Kavanaugh, Chief Financial Officer. Before we get st ...

Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) Piper Sandler 35th Annual Healthcare Conference Call November 28, 2023 8:30 AM ET Company Participants Bob Landry - Chief Financial Officer Ryan Crowe - Vice President, Investor Relations Conference Call Participants Chris Raymond - Piper Sandler Chris Raymond Okay. I think we are going to go ahead and started. Thanks, everybody, for being here. My name is Chris Raymond. I’m one of the biotech analysts here at Piper Sandler. Welcome the 35th Annual Piper Sandler ...

Etsy, Inc. (NASDAQ:ETSY) 3rd Annual Needham Consumer Tech/E-Commerce Conference November 20, 2023 11:20 AM ET Company Participants Josh Silverman - CEO Rachel Glaser - CFO Conference Call Participants Anna Andreeva - Needham Anna Andreeva All right. Well, good morning, and welcome, everyone, to Needham’s 3rd Annual Consumer Tech/E-Commerce Conference. My name is Anna Andreeva. I am a senior analyst here at Needham, covering, e-commerce and global brands. And next up, we are very excited to have the manageme ...

Fastly, Inc. (NYSE:FSLY) D.A. Davidson Technology Summit November 16, 2023 11:45 AM ET Company Participants Todd Nightingale - CEO Ron Kisling - CFO Conference Call Participants Rudy Kessinger - D.A. Davidson Rudy Kessinger Okay. Great. So my name is Rudy Kessinger. I am the lead security and infrastructure software analyst here at DA Davidson. With me today we have management of Fastly. We've got CEO, Todd Nightingale and CFO, Ron Kisling, joining us today. So thank you both for your time. Todd Nightingale ...

Crown Castle Inc. (NYSE:CCI) Morgan Stanley 2023 European Technology, Media & Telecom Conference November 16, 2023 9:45 AM ET Company Participants Daniel Schlanger - EVP & CFO Conference Call Participants Simon Flannery - Morgan Stanley Simon Flannery Good morning, everybody. For those of you who don't know me, I'm Simon Flannery, the U.S. telecom and comm infrastructure analyst. It’s my great pleasure to welcome back Dan Schlanger, the Chief Financial Officer at Crown Castle. Welcome, Dan. Daniel Schlang ...

Automatic Data Processing, Inc. (NASDAQ:ADP) J.P. Morgan Ultimate Services Investor Conference November 16, 2023 9:10 AM ET Company Participants Danyal Hussain - VP, IR Conference Call Participants Tien-Tsin Huang - JPMorgan Tien-Tsin Huang Yes. So again, my name is Tien-Tsin Huang. I cover the payment IT services group. I've been covering ADP for a couple of decades now and still learning a ton following ADP, and really grateful to have Danny Hussain with us from Investor Relations back. You're kind of a s ...

Key Points Company and Industry * **Company**: Iron Mountain Incorporated (NYSE:IRM) * **Industry**: Information Management, Data Center, IT Asset Disposition Core Views and Arguments * **Cross-Selling Success**: Iron Mountain has a large installed client base and has been investing in new products and services to facilitate cross-selling. The company measures success through Project Matterhorn, which tracks cross-selling efforts week-to-week. * **Project Matterhorn**: A $150 million annual investment aimed at transforming the operating model to focus on commercial growth, including a global commercial operation, global operations function, and business units. * **Net Promoter Score (NPS)**: NPS is an important metric, but customer satisfaction and retention are key drivers of cross-selling success. NPS is considered a lagging indicator. * **Pricing Strategy**: Iron Mountain has been implementing revenue management strategies to capture the value it provides to clients. The company aims to maintain a balance between pricing and cross-selling opportunities. * **Clutter Acquisition**: The acquisition of Clutter, a B2C consumer concierge storage business, provides synergies with Iron Mountain's existing business and expands its market reach. * **Data Center CapEx**: Iron Mountain has guided to $1.3 billion in CapEx this year, primarily driven by data center investments. The company expects to continue building out its data center platform based on demand and pre-leasing activity. * **Asset Lifecycle Management (ALM)**: Iron Mountain's ALM business is growing, driven by organic growth, OEM relationships, and hyperscale decommissioning opportunities. The company aims to achieve $900 million in ALM revenues by 2026. Other Important Content * **Record Management**: Iron Mountain's global records and information management (RIM) business is the largest segment and is expected to grow at a mid-single-digit rate. * **Conversion of Facilities**: Iron Mountain is evaluating the conversion of some of its record management facilities to data centers, particularly in areas with limited data center capacity. * **Component Pricing**: Component pricing for data center equipment is expected to increase by 50% to 75% in 2024 compared to 2023, benefiting Iron Mountain's ALM business.

Comcast Corporation (NASDAQ:CMCSA) Morgan Stanley European Technology, Media & Telecom Conference Call November 16, 2023 6:20 AM ET Company Participants Jason Armstrong - Chief Financial Officer Conference Call Participants Benjamin Swinburne - Morgan Stanley Benjamin Swinburne Okay. We are going to get started. Good afternoon, everybody. I'm Ben Swinburne, Morgan Stanley's media analyst. There are some disclosures on Morgan Stanley's website, which you can check out regarding my personal holdings and other ...

Bristol-Myers Squibb Company (NYSE:BMY) 2023 Jefferies London Healthcare Conference November 16, 2023 4:30 AM ET Company Participants Timothy Power - VP & Head, IR Conference Call Participants Akash Tewari - Jefferies Akash Tewari Good morning, everyone. Last day. Signs up. Let me help your conference. My name is Akash Tewari. Anyway pronounce my name. I am a Pharma and Biotech Analyst here at Jefferies. I have the pleasure of hosting Tim Power, Head of Bristol, IR for a nice, one-on-one fireside chat dis ...

Merck & Co., Inc. (NYSE:MRK) Jefferies London Healthcare Conference November 16, 2023 5:00 AM ET Company Participants Caroline Litchfield - Chief Financial Officer Peter Dannenbaum - Head of Investor Relations Conference Call Participants Akash Tewari - Jefferies Akash Tewari All right, good morning, day three of our London Healthcare Conference. It has been a blast to see everyone here, really do appreciate it. Joining us -- and my name is Akash Tewari. I'm a pharma and biotech analyst, here at Jefferies. ...