Sirius XM Holdings Inc. (SIRI) Bank of America 2023 Global Technology Conference Call June 7, 2023 1:40 PM ET Company Participants Matt Murphy - President and Chief Executive Officer Willem Meintjes - Chief Financial Officer Conference Call Participants Vivek Arya - Bank of America Securities Vivek Arya Good morning, everyone. Welcome to this morning session. I'm Vivek Arya Head of US semiconductor semicap equipment research. I am absolutely delighted to have the team from Marvell joining us. Matt Murphy, P ...

NVIDIA Corporation (NASDAQ:NVDA) Rosenblatt's Annual Technology Summit - The age of AI scaling (Part I) Conference Call June 7, 2023 12:00 PM ET Company Participants Simona Jankowski - Investor Relations Ian Buck - Vice President and General Manager of Hyperscale and HPC NVIDIA Conference Call Participants Hans Mosesmann - Rosenblatt Securities Hans Mosesmann Good morning. Good afternoon, everybody. Thank you for joining us for the NVIDIA fireside. Before we get started, Simona Jankowski is going to read us ...

Agilent Technologies, Inc. (NYSE:A) Jefferies Global Healthcare Conference June 7, 2023 9:00 AM ET Company Participants Mike McMullen - Chief Executive Officer Bob McMahon - Chief Financial Officer Conference Call Participants Brandon Couillard - Jefferies Brandon Couillard Welcome to the Jefferies 2023 New York Global Healthcare conference. Very happy to have Agilent with us at the conference today. Joining us, CEO, as most of you probably know, Mike McMullen; as well as CFO, Bob McMahon. Thanks, everybody ...

Start Time: 11:45 January 1, 0000 12:15 PM ET American Tower Corporation (NYSE:AMT) Nareit REITweek 2023 Investor Conference June 07, 2023, 11:45 AM ET Company Participants Tom Bartlett - President and CEO Conference Call Participants Rick Prentiss - Raymond James Rick Prentiss All right. Good morning still, everybody. We'll be going into good afternoon soon. I'm Rick Prentiss, head of telecom services research for Raymond James. We will keep Nareit on schedule, although the Elevator Bank is way better here ...

Atlassian Corporation (NASDAQ:TEAM) Baird’s 2023 Global Consumer, Technology & Services Conference June 7, 2023 1:15 PM ET Company Participants Martin Lam - Head, IR Conference Call Participants Rob Oliver - Baird Rob Oliver Good afternoon. Thank you for joining us for day two of Baird's Global Consumer, Technology & Services Conference. I'm Rob Oliver, I follow the SaaS and software sector at Baird. It's my pleasure to have Martin Lam from Atlassian here. Martin, thanks for coming to the conference. Really ...

Gilead Sciences, Inc. (NASDAQ:GILD) Jefferies Global Healthcare Conference June 7, 2023 11:00 AM ET Company Participants Johanna Mercier - Chief Commercial Officer Conference Call Participants Michael Yee - Jefferies Michael Yee Thank you very much. I want to get started on the next session. It's Michael Yee, Managing Director. I'm the senior biotechnology analyst at Jefferies. I'm very happy to have with us here at Gilead Sciences, Johanna Mercier, the Chief Commercial Officer. And I thought that would be ...

HP Inc. (NYSE:HPQ) Bank of America 2023 Global Technology Conference June 7, 2023 11:40 AM ET Company Participants Marie Myers - Chief Financial Officer Conference Call Participants Wamsi Mohan - IT Hardware for BofA Wamsi Mohan The BofA Global Technology Conference, delighted to have you all here. Thank you all for joining us here. I’m Wamsi Mohan, IT Hardware for BofA. It's my honor to welcome Marie Myers, CFO of HP Inc. And Marie has been in this role for a few years now and has seen the most interesting ...

Summary of Microsoft Corporation's Conference Call Company Overview - **Company**: Microsoft Corporation (NASDAQ: MSFT) - **Event**: Bank of America Global Technology Conference - **Date**: June 7, 2023 - **Key Executive**: Yusuf Mehdi, Chief Marketing Officer and Corporate Vice President Key Points Industry and Market Position - Microsoft has a strong brand presence globally, particularly in the enterprise sector, which positively influences its consumer products [4][3] - The company is focusing on enhancing its consumer offerings, including Windows, Surface devices, Microsoft 365 Consumer, Bing, and Edge [2][4] Bing and AI Integration - The new Bing was launched to address the approximately 10 billion daily search queries, with half going unanswered, by leveraging AI to provide better answers [6][5] - Microsoft has a long-standing partnership with OpenAI, providing cloud infrastructure and developing proprietary technology for AI integration in Bing [8][10] - Bing has surpassed 100 million daily active users since the new launch, with mobile traffic increasing by 4x [14][14] - The Prometheus model enhances Bing's search capabilities by combining AI with search index data, improving answer relevance [16][17] User Experience and Engagement - The integration of AI has led to more sophisticated user queries, particularly in travel planning and research [19][20] - Microsoft is focusing on merging search, chat, and browsing experiences, particularly through the Edge browser [25][26] - Daily active users of Bing have increased significantly, and Edge has seen consistent growth in market share over the last eight quarters [28][28] Windows and PC Business - Windows usage has reached an all-time high, with over 1.4 billion monthly users, driven by increased reliance on PCs during and after the pandemic [46][46] - Windows 11 has introduced cloud-powered features, enhancing user experience with personalized services and AI capabilities [48][50] - Windows Copilot, powered by Bing, allows users to interact with their PC using natural language commands [50][50] Xbox and Gaming Strategy - Microsoft is expanding its Xbox Game Pass service to include more countries and enhance cross-platform gaming experiences [53][53] - The company aims to unify gaming across devices, allowing users to play games on consoles, PCs, and mobile devices [76][76] Surface Devices - The focus remains on the Surface Laptop and Surface Pro, with improvements in performance and connectivity [55][55] - The Surface Pro is positioned as a unique 2-in-1 device, appealing to mobile professionals and creatives [55][55] Skype and Communication Tools - Microsoft is integrating its communication tools, including Teams and Skype, to enhance user experience while maintaining distinct functionalities [63][66] - AI features are being incorporated into Skype to assist users during conversations [64][64] Future Outlook - Microsoft sees significant opportunities in AI to transform its consumer business, particularly with Windows Copilot and Microsoft 365 enhancements [85][85] - The company is committed to responsible AI practices, ensuring quality and inclusivity in its offerings [35][35] Challenges - Elevated inventory levels in the PC market due to pandemic-related purchasing patterns are impacting short-term sell-in rates [59][59] Conclusion Microsoft is strategically positioning itself to leverage AI across its consumer products, enhancing user engagement and experience while maintaining a strong brand presence in both enterprise and consumer markets. The integration of AI in Bing, Windows, and communication tools reflects a commitment to innovation and meeting evolving customer needs.

CANbridge Pharmaceuticals (01228) Update / Briefing June 07, 2023 12:00 PM ET Speaker0 Good day, ladies and gentlemen. Welcome to Cambridge's Live Marley Mainland China approval call. It's our great honor to have the following management with us here today. Doctor James Hsu, founder, chairman, and CEO of Cambridge Pharmaceuticals. Doctor. Gerald Cox, Chief Development Strategist Marcelo Tureski, Chief Commercial Officer and Glenn Hassan, Chief Financial Officer. Management team will give us a presentation o ...

Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) Jefferies Global Healthcare Conference Call June 7, 2023 8:30 AM ET Company Participants Ryan Crowe - Vice President, Investor Relations Bolanle Akinlade - Senior Vice President, Clinical Development, Immunology & Inflammation Brook Jennings - Vice President, Commercial Dermatology Conference Call Participants Akash Tewari - Jefferies Akash Tewari Good morning, everyone. For those who just got back from ASCO, I feel sorry for you, I am exhausted as well. But thi ...