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 ...

Summary of Advanced Micro Devices, Inc. (AMD) UBS Annual Technology Conference Transcript Company Overview - **Company**: Advanced Micro Devices, Inc. (NASDAQ: AMD) - **Event**: UBS Annual Technology Conference - **Date**: November 28, 2023 Key Points AI Market and MI300 Launch - AMD is set to unveil the MI300 at their upcoming AI Day, highlighting its variants and the software ecosystem supporting it [3][4] - The MI300 is positioned as a credible alternative for generative AI and large-scale AI systems, with millions of PC processors already shipped with AI accelerators [3][4] - AMD anticipates exceeding $2 billion in revenue from MI300 next year, with a significant total addressable market (TAM) for AI [9][6] Market Dynamics and Growth Potential - The AI market is experiencing rapid growth, with potential productivity enhancements of 20% to 80% for white-collar jobs, leading to increased IT investments [7][8] - AMD expects continued growth in AI interest and revenue, projecting sequential growth each quarter from 2024 onwards [8][9] Competitive Positioning - MI300X offers advantages in inference due to its memory bandwidth and capacity, leading to lower total cost of ownership (TCO) [11] - AMD's CPU market strategy focuses on increasing core counts, which has driven average selling prices (ASPs) up, with expectations for continued performance improvements [14][15] - AMD currently holds a 30% revenue share in the CPU market, with aspirations to grow this share, particularly in the enterprise segment [17][22] Challenges and Strategic Focus - AMD acknowledges the competitive landscape, particularly with NVIDIA, but emphasizes its design innovation and chiplet technology as key differentiators [24][27] - The company is focused on expanding its enterprise share, which is currently in the mid-teens, while maintaining strong growth in the cloud segment [21][22] Software and Networking - AMD is investing in software development to support AI frameworks and minimize adoption friction, partnering with hyperscalers to enhance ecosystem support [40][41] - Networking capabilities are critical for AI systems, and AMD is evolving Ethernet to compete with NVIDIA's InfiniBand, focusing on openness and scalability [45][46] Financial Outlook - AMD aims for a 30% operating margin in its Data Center business, currently in an investment cycle to prepare for anticipated growth in AI and other areas [52] Regulatory Considerations - AMD plans to comply with U.S. export regulations while still engaging with the Chinese market, which is expected to embrace generative AI despite restrictions [30][32] Additional Insights - The interplay between GPUs and CPUs is seen as additive rather than cannibalistic, with existing workloads remaining essential alongside new AI capabilities [34][35] - AMD's experience with chiplets is viewed as a competitive advantage, particularly as the industry shifts towards more complex architectures [27][28] This summary encapsulates the key insights and strategic directions discussed during the conference, highlighting AMD's focus on AI, competitive positioning, and financial ambitions.

Illumina, Inc. (NASDAQ:ILMN) Evercore ISI 6th Annual HealthCONx Conference November 28, 2023 10:50 AM ET Company Participants Joydeep Goswami - Chief Financial Officer Salli Schwartz - Vice President, Investor Relations Conference Call Participants Vijay Kumar - Evercore ISI Vijay Kumar [Starts Abruptly] Everyone for joining us this morning. Pleasure to have with us Illumina. From the company, we have CFO Joydeep Goswami and from Investor Relations, we have Salli, and I'm Vijay Kumar, cover Life Science too ...

Editas Medicine, Inc. (NASDAQ:EDIT) 6th Annual Evercore ISI HealthCONx Conference November 28, 2023 1:20 PM ET Company Participants Erick Lucera - CFO Cristi Barnett - Head, Corporate Communications & IR Conference Call Participants Liisa Bayko - Evercore ISI Liisa Bayko Thanks for joining us today for a fireside chat with Editas. My name is Liisa Bayko. I'm a biotech analyst at Evercore ISI, and I'm joined by the team here at Editas. So I'll just turn over. You can do some brief introductions and we'll the ...