BlackLine (BL) 2024 Investor Day November 19, 2024 01:00 PM ET Speaker0 All right. Welcome, everybody. Thanks for joining us here in Orlando. Hope the morning has been good. We've got a full agenda here for Investor Day to say today. So thanks for coming. Those of you listening live at home or via archive, appreciate you taking the time out of your day. I'm Matt Humphreys. I'm Head of Investor Relations here at BlackLine. I'm sure most of you are familiar with me. We do have a very packed agenda today. We'v ...

Fortinet, Inc. (NASDAQ:FTNT) Needham Security, Networking, & Communications Conference November 19, 2024 9:30 AM ET Company Participants Keith Jensen - CFO John Whittle - COO Christiane Ohlgart - Chief Accounting Officer Conference Call Participants Matt Dezort - Needham Matt Dezort Good morning. And welcome, everyone, to Needham Tech Week. My name is Matt Dezort, senior security analyst here at Needham. It's my pleasure to welcome next to the virtual stage the management team of Fortinet. We've been joined ...

CVS Health Corporation (NYSE:CVS) Wolfe 2024 Healthcare Results Conference November 19, 2024 10:20 AM ET Company Participants Tom Cowhey - Executive Vice President, Chief Financial Officer Conference Call Participants Justin Lake - Wolfe Research Justin Lake Got to mention Larry McGrath, the head of strategy in IR refused to sit up here with us, but he's doing God's work for the company, and we all appreciate it. Thank you, Larry. So, Tom, before we delve into the numbers, a lot going on. You've had some ma ...

Zillow Group, Inc. (NASDAQ:Z) RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference November 19, 2024 8:45 AM ET Company Participants Jeremy Wacksman - Chief Executive Officer Jeremy Hofmann - Chief Financial Officer Conference Call Participants Brad Erickson - RBC Brad Erickson Hi everybody, I'm Brad Erickson, I cover Internet here at RBC. I'm very pleased today to have the Jeremys. Sorry, I had to say it. Jeremy Wacksman That’s all right. Brad Erickson Yeah. Hofmann an ...

Key Points Industry and Company Overview 1. **Industry Leader**: Thermo Fisher Scientific is a global leader in life science tools and diagnostics, often considered the industry's state of the state [4]. 2. **Market Conditions**: The industry experienced improving market conditions throughout the year, with businesses and end markets being predictable [6]. 3. **Share Gain Momentum**: Despite market volatility, Thermo Fisher has continued to gain market share and raise EPS consistently [6]. Election and Industry Impact 1. **Rebalancing of Portfolios**: The election and uncertainty around HHS policy led to a rebalancing of portfolios outside of the space [16]. 2. **Business-Friendly Administration**: A more business-friendly administration is expected to benefit the industry and Thermo Fisher's business [17]. 3. **NIH Exposure**: Thermo Fisher has a low exposure to NIH funding, with approximately 7-8% of revenue indirectly affected [24]. Pharma and Biotech 1. **Market Improvement**: Pharma and biotech markets are slowly improving, with activity picking up and pipelines strengthening [47]. 2. **Investment in R&D**: Thermo Fisher has continued to invest heavily in R&D, leading to the launch of innovative products like the Astral mass spectrometer [52]. 3. **Share Gain**: Thermo Fisher has gained share in the analytical instruments segment, particularly in areas like cryo EM and separation analysis [51]. M&A and Capital Deployment 1. **M&A Environment**: Thermo Fisher is optimistic about the M&A environment, with more unknowns creating opportunities for transactions [38]. 2. **Capital Deployment**: Thermo Fisher has a long-standing capital deployment strategy, with approximately 1/3 of deployed capital allocated to share buybacks and dividends [43]. 3. **Recent Buyback**: Thermo Fisher authorized a $4 billion share buyback in September 2024 [43]. 2025 Outlook 1. **Pandemic-Related Activity**: The headwind of pandemic-related activity will be significantly reduced in 2025 [64]. 2. **Share Gain Momentum**: Thermo Fisher expects to maintain strong share gain momentum in 2025, driven by new contracts and a better track record of navigating volatility [68]. 3. **Long-Term Misconceptions**: The biggest misconception is that Thermo Fisher cannot consistently grow share, despite its clear strategy and strong earnings growth [70].

Datadog, Inc. (NASDAQ:DDOG) RBC Capital Markets Global TIMT Conference November 19, 2024 10:00 AM ET Company Participants David Obstler - CFO Conference Call Participants Matthew Hedberg - RBC Capital Markets Matthew Hedberg My name is Matt Hedberg. Thank you. By the way, I got a pause for a second. You guys make this -- this conference is fantastic. Like I was talking to Matt Finigan who runs sales, like you can't even hardly walk in the hallways, it's just it's great attendance. And so you guys make this ...

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14 Nov 2024 11:22:53 ET │ 11 pages China Battery Materials Takeaways from Battery Expert Call with GGII CITI'S TAKE We hosted a battery expert call on 14th Nov with Mr. HU Feng, chief analyst at GGII, who shared his take on the lithium-ion battery market. He expects EV battery demand to reach 900-950GWh and ESS demand to reach 350-400Gwh in 2025E. The expert call was conducted in Mandarin and below are our key takeaways. We believe we are at the trough of the battery cycle (see our notes part 1 and part 2). ...

Industry Overview * **Industrial Production**: Industrial production fell 0.3% MoM in October, slightly stronger than consensus expectations at -0.4%. The largest subset of manufacturing production declined 0.5% MoM. * **Temporary Factors**: The Federal Reserve indicated a 0.3pp drag from strikes and hurricanes during the month. These factors should rebound and boost IP in November. * **Underlying Trend**: The underlying trend of manufacturing activity remains subdued even without these temporary factors. * **Near-term Outlook**: The near-term outlook remains unclear. There could be some boost to activity from lifting of post-election uncertainty, but recently rising yields could weigh further on this ratesensitive sector. * **Survey Data**: Citi will be watching survey data like ISM manufacturing for any change in the outlook for still-soft underlying activity. Key Points * **Industrial Production**: Industrial production fell 0.3% MoM in October, slightly stronger than consensus expectations at -0.4% and Citi at -0.7% [6]. * **Temporary Factors**: The Federal Reserve indicated a 0.3pp drag from strikes and hurricanes during the month. These factors should rebound and boost IP in November [1]. * **Underlying Trend**: The underlying trend of manufacturing activity remains subdued even without these temporary factors [1]. * **Near-term Outlook**: The near-term outlook remains unclear. There could be some boost to activity from lifting of post-election uncertainty, but recently rising yields could weigh further on this ratesensitive sector [1]. * **Survey Data**: Citi will be watching survey data like ISM manufacturing for any change in the outlook for still-soft underlying activity [1].