Contango Ore (NYSEAM:CTGO) 2025 Conference September 10, 2025 12:15 PM ET Speaker0Good afternoon. Thanks for coming. We are just gonna jump right in because we only have fifteen minutes. We are also in Alaska. Are New York Stock Exchange listed company, part of the Russell two thousand.I hear a rumor that we're going be put on the JDXJ, so we'll have to confirm that rumor. We are in production at Monchaux. I'm going talk to about three projects. Monchaux, which is in production. We're producing about 60,000 ...

Alignment Healthcare (NasdaqGS:ALHC) 2025 Conference September 10, 2025 12:15 PM ET Company ParticipantsJohn Kao - Founder, CEO & DirectorJim Head - CFONoneAlignment Healthcare, a technology enabled managed care company focused on the Medicare Advantage business, our top pick, and we think one of the highest quality MA plans in the country. So I'm very pleased to have with us today chief executive officer John Kayo and chief financial officer Jim Head. So thank you very much for being with us today. So with ...

Summary of Braze FY Conference Call - September 10, 2025 Company Overview - **Company**: Braze (NasdaqGS:BRZE) - **Industry**: Customer Engagement and Marketing Technology Key Points Data Architecture and Competitive Advantage - Braze emphasizes the importance of data architecture as a competitive advantage in the AI era, focusing on real-time data processing rather than traditional data warehousing [7][12][11] - The company has built a stream processing engine similar to high-frequency trading systems, allowing for real-time updates and actions based on customer engagement data [8][9][10] - Braze processes over 10 trillion data points annually, highlighting its capability to handle massive data flows efficiently [29] Business Momentum and Growth Outlook - Braze has shown an improving growth outlook for margins and profits, with increased productivity in its sales force over the last two quarters [34][36] - The company has improved its renewal processes, leading to lower downsell risks and better customer retention [38][40] - The overall effectiveness of the sales team has increased, contributing to a positive forecast for future performance [41] Replacement Cycle and Market Position - Braze is four years post-IPO and is analyzing changes in enterprise replacement cycles, indicating a shift in customer engagement strategies [7] - The company is focusing on enhancing its international strategy and verticalization to improve efficiency [38] AI and Composable Intelligence - Braze is transitioning to a new framework of context, intelligence, and interaction, leveraging advancements in AI and machine learning [20][21] - The concept of "composable intelligence" is introduced, where models are imbued with brand knowledge and can operate autonomously, enhancing marketing strategies [24][23] - The integration of AI tools aims to improve marketer productivity and customer engagement by automating decision-making processes [22][28] OfferFit and Unit Economics - OfferFit, a new product line, has two SKU types priced between $100,000 and $300,000, targeting enterprises with high-leverage use cases [49][50] - The potential for cross-selling between OfferFit and Braze's existing customer base is significant, with many OfferFit customers not currently using Braze's customer engagement solutions [51] - The decisioning products have higher gross margin potential compared to traditional messaging services, positioning Braze favorably in the market [52] Future Outlook - Braze is excited about upcoming developments in AI-centric customer engagement and plans to share more at the Forge event [53] - The company is focused on enhancing its product portfolio and leveraging AI to drive customer engagement strategies [52][53] Additional Important Insights - The company has made significant investments in first-party data and real-time context understanding, which are crucial for effective customer engagement [29][30] - Braze continues to expand its channel offerings, including new functionalities for messaging platforms like WhatsApp and Kakao [30]

Ulta Beauty (NasdaqGS:ULTA) FY Conference September 10, 2025 12:00 PM ET Company ParticipantsAmiee Bayer-Thomas - Chief Retail OfficerConference Call ParticipantsAnna Andreeva - MD & Senior Research AnalystAnna AndreevaOkay, one more minute. Okay. Next up, we have Ulta Beauty. I'm very excited from management to have Amiee Bayer-Thomas. Amiee is the Chief Retail Officer at Ulta Beauty, has been with Ulta Beauty for almost 10 years, got promoted to Chief Retail Officer just this January. Congratulations. In ...

Annovis Bio (NYSE:ANVS) FY Conference September 10, 2025 12:00 PM ET Speaker0Noon, everyone. Thank you for joining our next session at the H. C. Wainwright Global Investment Conference. My name is Joshua Corson, and I'm an H.C. Wainwright equity research associate. For our next presentation, I'd like to introduce our presenter, Doctor. Maria Machikini, who is the CEO of Innovus Bio. The floorSpeaker1is yours. Thank you so much, Josh, and thank you for coming to one of the very last presentations. Today I'd ...

Medtronic (NYSE:MDT) Conference September 10, 2025 12:00 PM ET Company ParticipantsGreg Smith - EVP - Enterprise OperationsConference Call ParticipantsPito Chickering - Analyst covering Healthcare Facilities & Medical DevicesPito ChickeringAlrighty, good afternoon. Thanks everyone for joining us today for the Healthcare Summit at DB. For anyone who doesn't know me, my name is Peter Chickering, one of the MedTech analysts here at DB. We are very excited to have Greg Smith, Executive Vice President of Enterpr ...

Precious Metals Summit, Beaver Creek September 9-12, 2025 TSX, NYSE AMERICAN: NG | NOVAGOLD.COM CAUTIONARY STATEMENTS REGARDING FORWARD-LOOKING STATEMENTS This presentation includes certain "forward-looking information" and "forward-looking statements" (collectively "forward-looking statements") within the meaning of applicable securities legislation, including the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements include future-oriented financial information or fina ...

TETRA (NYSE:TTI) FY Conference September 10, 2025 12:00 PM ET Speaker0The H. C. Wainwright twenty seventh Annual Global Investment Conference. My name is Sarah, and I'm an investment banking analyst at H. C.Wainwright. We're very excited you could all join us for a productive day of one on one meetings, corporate presentations and panels. For this session, we are thrilled to welcome Elijio Serrano, senior vice president and CEO CFO of TETRA Technologies Inc, trading under the symbol TTI.Speaker1Thank you. G ...

Warner Bros. Discovery (NasdaqGS:WBD) 2025 Conference September 10, 2025 11:50 AM ET Company ParticipantsDavid Zaslav - President and CEOConference Call ParticipantsMike Yang - AnalystMike YangGreat. Thank you, everybody. Welcome to the Warner Bros. Discovery Fireside Chat at the Goldman Sachs Communacopia and Technology Conference. I have the privilege of introducing and hosting David Zaslav, who's the President and CEO at Warner Bros. Discovery. My name is Mike Yang, and I cover media here at Goldman Sach ...

Endeavour Silver (NYSE:EXK) 2025 Conference September 10, 2025 11:45 AM ET Speaker0Thank you. Endeavor, it's an interesting time right now. Happy to be back here in Beaver Creek. Obviously, we can see, the attendance and a little bit more bounce in everybody's step with silver at $41. It's a relatively easy story to tell.It's nice to be in a growth story when silver has taken off. I think we're still at the early parts of where silver can go. Ultimately, we haven't made all time highs. And Endeavour has pos ...