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. ...

Moderna, Inc. (NASDAQ:MRNA) 2023 Jefferies London Healthcare Conference November 16, 2023 3:30 AM ET Company Participants Lavina Talukdar - Senior Vice president of Investor Relations Unidentified Analyst Good morning everyone. Thank you for joining us here on our opening morning session for Moderna. Up here with me on the stage I have Senior Vice president of Investor Relations, Lavina Talukdar. Lavina, I would love to just maybe start coming away from third quarter earnings. The company provided some new ...

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SoFi Technologies, Inc. (NASDAQ:SOFI) Stephens Annual Investment Conference November 15, 2023 5:00 PM ET Company Participants Christopher Lapointe - CFO Conference Call Participants Vincent Caintic - Stephens Vincent Caintic Hi. Good afternoon, everyone. Thanks for attending the Stephens afternoon fireside chat with SoFi. My name is Vincent Caintic. I'm the Stephens' Speciality and Consumer Finance Analyst here. And I'm pleased to be hosting SoFi's CFO, Chris Lapointe. I also want to highlight, we have the ...

Alteryx, Inc. (NYSE:AYX) Needham Virtual Infrastructure, Data Analytics Software, & Cloud Communications Conference Call November 15, 2023 1:30 PM ET Company Participants Kevin Rubin - Chief Financial Officer Suresh Vittal - Chief Product Officer Conference Call Participants Mike Cikos - Needham Mike Cikos Great. Thank you to everyone for joining us with Needham’s Tech Week. I’m Mike Cikos, and I’m pleased to announce that with us today, we have the management team from Alteryx, the CFO, Kevin Rubin; and th ...

Bionano Genomics, Inc. (NASDAQ:BNGO) Stifel Healthcare Conference Call November 15, 2023 1:50 PM ET Company Participants Erik Holmlin - CEO Conference Call Participants Dan Arias - Stifel Dan Arias Okay. Welcome back to the 2023 Stifel Healthcare Conference Day Two. We are on the life sciences and diagnostics track here. I am Dan Arias. I’m the life sciences and diagnostics analyst. We’re happy to have with us our next company, Bionano Genomics. CEO, Erik Holmlin is with us. I think, Erik, maybe you’re goin ...