The Clorox Company (NYSE:CLX) Barclays 17th Annual Global Consumer Staples Conference September 4, 2024 3:00 PM ET Company Participants Linda Rendle - Chair and Chief Executive Officer Kevin Jacobsen - Chief Financial Officer Conference Call Participants Lauren Lieberman - Barclays Bank PLC Lauren Lieberman Let us get started. So I'm really happy to be welcoming The Clorox Company. We've got Linda Rendle, the company's Chair and CEO; and Kevin Jacobsen, CFO, with us. So thank you guys for being here. And I ...

Coinbase Global, Inc. (NASDAQ:COIN) Citi's 2024 Global TMT Conference September 4, 2024 1:20 PM ET Company Participants Alesia Haas - Chief Financial Officer Conference Call Participants Pete Christiansen - Citigroup Pete Christiansen Good afternoon. Thanks for joining. My name is Pete Christiansen. I'm on Citi's equity research team covering a bunch of areas, including fintech and crypto. Thanks for joining us today. I'm thrilled to have Alesia Haas, Chief Financial Officer of Coinbase here to discuss what ...

DexCom, Inc. (NASDAQ:DXCM) Conference Call Summary Company Overview - **Company**: DexCom, Inc. - **Industry**: Continuous Glucose Monitoring (CGM) - **Event**: Wells Fargo 2024 Healthcare Conference - **Date**: September 4, 2024 Key Points Industry Growth and Market Potential - The worldwide CGM market grew approximately **22%** in constant currency during the first half of the year, indicating strong demand and growth potential [3] - DexCom believes the CGM market will continue to grow at around **20%** going forward, with significant opportunities in Type 2 diabetes segments [3][4] Competitive Landscape - DexCom is facing competition from Abbott, particularly in the DME (Durable Medical Equipment) channel, where Abbott reportedly holds a **70%** share among Type 2 basal patients [27] - The company acknowledges the need to improve its sales force effectiveness and DME relationships to regain market share [4][28] Sales Force and DME Challenges - DexCom expanded its sales force in 2023 to improve reach and capture more prescriptions, but this led to confusion and a temporary decline in referrals to DME providers [21][23] - The company is retraining its sales representatives to emphasize channel neutrality and improve relationships with DME partners [23][25] Product Development and Launches - DexCom is confident about launching a **15-day** product for the G7 line in **2025**, pending FDA approval [9][11] - The Stelo product, recently launched, is expected to contribute significantly to growth, with a target of **$40 million** in revenue in the first year [64][72] Financial Guidance and Growth Projections - DexCom has guided for **14%** growth in 2025, with expectations of stabilizing DME market share and improved sales force productivity [15][70] - The company anticipates a **1% to 3%** growth in Q3, with a rebound to **5% to 10%** growth in Q4 as sales force effectiveness improves [43][46] International Market Insights - The international CGM market is expected to grow in the mid-to-upper teens, with challenges in Japan due to distributor transitions [41][42] - DexCom is optimistic about future growth as reimbursement categories open up in various geographies [42] Customer Feedback and Market Demand - Initial feedback for the Stelo product has been positive, with strong app downloads and customer satisfaction reported [48][49] - The pricing strategy for Stelo, set at **$89 to $99** per month, is based on extensive market research, and the company is confident in its premium pricing model [54][55] Conclusion and Future Outlook - DexCom emphasizes that current challenges are execution-related and not indicative of product quality or pipeline issues [75][76] - The management remains optimistic about the company's long-term growth potential, aiming to address current execution hiccups and capitalize on market opportunities [76]

Coterra Energy Inc. (NYSE:CTRA) Barclays 38th Annual CEO Energy-Power Conference September 4, 2024 1:15 PM ET Company Participants Thomas Jorden - Chairman & CEO Conference Call Participants Wei Jiang - Barclays Wei Jiang Moving on to our next conversation. I'm really delighted to have Tom Jorden, Chairman, CEO of Coterra Energy to be here for our next fireside chat. Tom, thank you for being here. Thomas Jorden You’re welcome. Wei Jiang It's always great to you -- it's always a treat. Well, from my lens, ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Citi's 2024 Global TMT Conference September 4, 2024 12:30 PM ET Company Participants Burt Podbere - CFO Conference Call Participants Fatima Boolani - Citigroup Fatima Boolani I'm Fatima Boolani. I jointly run the software research team here, and I have the absolute pleasure of hosting Burt Podbere, the CFO of CrowdStrike. Burt, you are the prettiest girl at this dance so I'm going to say it out. And look, I want to start the conversation off -- from the standpoint of ...

Becton, Dickinson and Company (NYSE:BDX) Wells Fargo 2024 Healthcare Conference September 4, 2024 8:45 AM ET Company Participants Tom Polen - Chairman, President & CEO Conference Call Participants Lawrence Biegelsen - Wells Fargo Lawrence Biegelsen Welcome back. Good morning. I'm Larry Biegelsen, the MedTech Analyst at Wells Fargo. And it's my pleasure to host this session with the management team from Becton, Dickinson. With us, we have Tom Polen, Chairman, President and CEO; and Adam Reiffe, sorry, should ...

Walmart Inc. (NYSE:WMT) Goldman Sachs Global Retailing Conference Call September 4, 2024 11:00 AM ET Company Participants Manish Joneja - Senior Vice President, Walmart US Marketplace and WFS Conference Call Participants Kate McShane - Goldman Sachs Kate McShane Okay. Good morning, everyone. Thank you for joining us. It's my pleasure to introduce Walmart and to moderate this fireside chat. We're very excited to have with us Manish Joneja, today, Senior Vice President of Walmart US Marketplace and Walmart Fu ...

Zoetis Inc (NYSE:ZTS) Morgan Stanley 22nd Annual Global Healthcare Conference September 4, 2024 1:05 PM ET Company Participants Kristin Peck - Chief Executive Officer Wetteny Joseph - Chief Financial Officer Conference Call Participants Erin Wright - Morgan Stanley Erin Wright Thanks, and good afternoon, everyone. Welcome to the Morgan Stanley Healthcare Conference. I'm Erin Wright, Lead Healthcare Services Analyst at Morgan Stanley. We're happy to have with us today, Zoetis' CEO, Kristin Peck with us; as ...

American Express Company (NYSE:AXP) 25th Annual Scotiabank Financials Summit 2024 Conference September 4, 2024 11:50 AM ET Company Participants Anna Marrs - Group President of Global Commercial Services and Credit & Fraud Risk Unidentified Company Representative So, I'm delighted to start our keynote presentation of the day. It's really a pleasure to call to the stage Anna Marrs, Group President, Global Commercial Services and Credit and Fraud Risk at American Express. And we're so excited. This is the firs ...

Dell Technologies Inc. (NYSE:DELL) Citi 2024 Global TMT Results Conference September 4, 2024 11:40 AM ET Company Participants Michael Dell - Chairman & CEO Conference Call Participants Asiya Merchant - Citi Philip Drury - Citi Philip Drury Well, look, it's a great pleasure to warmly welcome all of you to our Citi Global Tech Media Telecom Conference 2024. My name is Philip Drury, I'm the Global Head of TMT Investment Banking at Citi. This is the first time we're bringing together both corporates and investo ...