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Diebold Nixdorf, Incorporated (DBDQQ) Investor Update Transcript August 14, 2023 8:00 AM ET Company Participants Christopher Sikora - Investor Relations Octavio Marquez - Chairman, President and Chief Executive Officer James Barna - Executive Vice President and Chief Financial Officer Conference Call Participants Matt Summerville - D.A. Davidson Kartik Mehta - Northcoast Research Operator Hello, everyone, and welcome to the Diebold Nixdorf Investor Update Call. My name is Emily, and I'll be coordinating you ...

Lumen Technologies, Inc. (NYSE:LUMN) TD Cowen 9th Annual Communications Infrastructure Summit Conference Call August 8, 2023 5:40 PM ET Company Participants Andrew Dugan - Executive Vice President and Chief Technology Officer Conference Call Participants Greg Williams - TD Cowen Greg Williams Let’s get started. Welcome everybody. It’s Greg Williams; I cover the telco wireless data and power sector at TD Cowen. I am joined this session by Andrew Dugan, the EVP and Chief Technology Officer of Lumen. Andrew, w ...

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Summary of Etsy, Inc. Conference Call Company Overview - **Company**: Etsy, Inc. (NASDAQ:ETSY) - **Participants**: - Josh Silverman - Chief Executive Officer - Rachel Glaser - Chief Financial Officer - Jason Helfstein - Oppenheimer Key Industry Insights - **E-commerce Environment**: The current e-commerce landscape is highly competitive with increased spending on travel, dining, and offline retail, alongside inflationary pressures [4][7][12] - **Market Performance**: Etsy's Gross Merchandise Sales (GMS) decreased by 1% in Q2, while competitors like Amazon and Wayfair showed mixed results [4][7] - **Growth Comparison**: Etsy has maintained a Compound Annual Growth Rate (CAGR) of 29% over the past four years, significantly outperforming competitors like Wayfair (8% CAGR) and eBay (-5% CAGR) [7][8] Core Company Performance - **Customer Retention**: Despite increased competition, Etsy has retained a significant portion of its customer base, with only 1 in 3 women and 1 in 10 men in the U.S. having shopped on Etsy in the last year [9][10] - **International Growth**: Strong growth trends are observed in international markets, particularly in the U.K., Germany, and France [10] - **Household Spending Trends**: Growth is noted in households earning over $100,000, while those under $100,000 are focusing on essentials due to economic pressures [11][12] Product and Marketing Strategy - **Home and Living Category**: Etsy's largest category, home furnishings, has significant growth potential, with only 3% of consumers associating Etsy with home shopping [15][16] - **AI and Search Improvements**: The company is enhancing its search capabilities using AI to improve user experience and conversion rates [17][31] - **Marketing Approach**: Etsy employs a mix of performance marketing and brand awareness strategies, with a focus on ROI-driven spending [24][40] Financial Guidance and Capital Allocation - **Guidance Philosophy**: Etsy provides guidance based on current trends and macroeconomic conditions, with a focus on maintaining a capital-light business model [19][21] - **Free Cash Flow**: The company converts approximately 90% of its EBITDA to free cash flow, allowing for flexibility in capital allocation [60] - **M&A Strategy**: Etsy has engaged in strategic acquisitions (e.g., Depop, Reverb) and continues to evaluate opportunities while also considering share buybacks [61][62] Future Outlook - **Market Awareness**: Etsy aims to increase consumer awareness of its broad product offerings beyond handmade items, emphasizing its unique value proposition [51][57] - **AI Utilization**: The company plans to leverage off-the-shelf AI tools to enhance productivity and improve customer experience [64] Additional Insights - **Consumer Behavior**: There is a noted shift in consumer purchasing habits, with many not realizing they could find desired items on Etsy [56] - **Trust and Quality**: Etsy is focused on improving trust through better delivery times and customer service, alongside enhancing product quality and pricing strategies [36][34] This summary encapsulates the key points discussed during the conference call, highlighting Etsy's performance, strategic initiatives, and market positioning.

American Tower Corporation (NYSE:AMT) TD Cowen 9th Annual Communications Infrastructure Summit Conference Call August 8, 2023 1:15 PM ET Company Participants Steve Vondran - Executive Vice President and President, U.S. Tower Conference Call Participants Greg Williams - TD Cowen Greg Williams Alright. LetÂ's get started. Good morning. For those of you who donÂ't know me, my name is Greg Williams. I work at TD Cowen covering the cable, wireless towers and telco space, joined today at this session by Steve Von ...

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Coinbase Global, Inc. (NASDAQ:COIN) Oppenheimer Technology, Internet & Communications Conference Call August 9, 2023 2:55 PM ET Company Participants Alesia Haas - Chief Financial Officer Conference Call Participants Kwun Sum Lau - Oppenheimer & Co. Inc. Kwun Sum Lau All right. Our next session is with Coinbase. Thank you, everyone, for joining us today. For those of you who don't know me, my name is Owen Lau. I cover information services, exchange and digital assets at Oppenheimer. Coinbase is well known to ...

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