Financial Data and Key Metrics Changes - The meeting confirmed that a quorum was present with over 95% of shares entitled to vote represented [3][4] - The compensation of $20.24 paid to named executive officers was approved by a non-binding advisory vote [10] Business Line Data and Key Metrics Changes - No specific business line data or key metrics were discussed in the meeting Market Data and Key Metrics Changes - No specific market data or key metrics were discussed in the meeting Company Strategy and Development Direction and Industry Competition - The company proposed the adoption of the 2026 Incentive Compensation Plan, indicating a focus on aligning executive compensation with long-term performance [7][10] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during the meeting Other Important Information - The appointment of PricewaterhouseCoopers as the independent registered public accounting firm for fiscal year 2025 was ratified [10] - Four Class I directors were elected to hold office until the 2028 Annual Meeting of Stockholders [10] Q&A Session All Questions and Answers - No questions were raised during the meeting, and the formal business concluded without further discussion [11][12]

Gartner (IT) FY 2025 Annual General Meeting May 29, 2025 10:00 AM ET Speaker0 Annual Meeting of Stockholders audio webcast. Please note that this event is being recorded. No one attending the meeting is permitted to use any audio recording device. I would like to turn the conference over to your host, mister Thomas Kim, chief legal officer and corporate secretary of Gartner Inc. Please go ahead, sir. Speaker1 Good morning, and welcome to the twenty twenty five Annual Stockholders Meeting of Gartner Inc. I a ...

Verisk Analytics (VRSK) FY 2025 Conference May 29, 2025 10:00 AM ET Speaker0 Hi. Good morning, everyone. Thank you for joining us today. My name is Kelsey Ju. I'm the financial information services analyst at Autonomous. With me on stage today, we have Lee Scheaveau, the CEO of Verisk, and Elizabeth Mann, who's the CFO of Verisk. Thank you so much for joining our conference today. Speaker1 Thanks, Kelsey. It's great to be here with you. Speaker0 So, Lee, I believe it was just officially your three year anni ...

Applied Materials (AMAT) FY 2025 Conference May 29, 2025 10:00 AM ET Speaker0 Our guest today, Gary Dickerson, the President and CEO of Applied Materials. Before I start, I wanna mention, if you have questions that you'd like to get asked during the presentation, you should have a link to the pigeonhole form where you can submit those. We'll have time for q and a at the end. So as many as you many of you know, semi cap is a is a sort of an area that's sort of near and dear to my heart. My in a prior life, t ...

The Boeing Company (BA) FY 2025 Conference May 29, 2025 10:00 AM ET Speaker0 Okay. Good morning. Let's get started. I'm Doug Harned, Bernstein's senior global aerospace and defense analyst. And I'm really happy today to have with us Kelly Ortberg, CEO of Boeing. Kelly, don't know. Speaker1 You may have a couple words you wanna say, and then we'll get into the fireside chat. Well, I'll just welcome everybody. Thanks for joining us here. Doug, I look forward to it. I I don't have any opening comments. I'll we ...

Financial Data and Key Metrics Changes - The company held its Annual General Meeting on May 29, 2025, with a quorum present for voting on various proposals [4][14] - The appointment of Witham Smith and Brown, PC as the independent registered public accounting firm for fiscal year 2025 was ratified [14] Business Line Data and Key Metrics Changes - No specific financial data or metrics related to individual business lines were discussed in the meeting [1][15] Market Data and Key Metrics Changes - No specific market data or metrics were provided during the meeting [1][15] Company Strategy and Development Direction and Industry Competition - The meeting included proposals for the election of directors and advisory votes on executive compensation, indicating a focus on governance and shareholder engagement [6][10] - The company values stockholder opinions on executive compensation and the frequency of advisory votes, reflecting a commitment to transparency and accountability [11][14] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during this meeting [1][15] Other Important Information - The meeting included a nonbinding advisory vote on executive compensation and the frequency of future advisory votes, emphasizing the company's approach to governance [10][11] - The final results of the votes will be published in a Form 8-K filed with the SEC within four business days [14] Q&A Session All Questions and Answers - No questions were raised during the meeting regarding the proposals or other matters [13][15]

Caleres (CAL) Q1 2026 Earnings Call May 29, 2025 10:00 AM ET Speaker0 Greetings, and welcome to Calera's First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Liz Dunn, Senior Vice President, Corporate Development and Strategic Communication. Thank you. You may begin. Spea ...

Moderna (MRNA) FY 2025 Conference May 29, 2025 10:00 AM ET Speaker0 Sure. Speaker1 Fantastic. So I am thrilled to be here today with Stephane Pansell from Moderna. My name is Courtney Breen. I am The U. S. Biopharma Analyst here at Bernstein. Before we dive into the Q and A, I will give Stephane the opportunity to give us some context to where Moderna is at, and then we'll dive in. I've got a long, long list of questions, and we I'm sure we won't get through all. For as a reminder, and I think if you have a ...

Financial Data and Key Metrics Changes - The company faced significant headwinds in 2022, including a drop in Bitcoin prices and a rise in energy prices, leading to a Chapter 11 filing in December 2022 [5][6] - The company reemerged in January 2024 and has since signed contracts worth over $5 billion to build out 590 megawatts of data center capacity [7][8] - The company has approximately $800 million in cash and liquidity, with the potential to leverage contracts for an additional $4 billion, totaling nearly $5 billion in equity capital for new deals [11] Business Line Data and Key Metrics Changes - The company transitioned from Bitcoin mining to a data center business model, aiming to capture significant market share in the high-density colocation space [10] - The company is developing data centers with power densities of 150 kilowatts per rack for 2025 and plans to increase this to over 200 kilowatts for future deliveries [21][22] Market Data and Key Metrics Changes - The company is focusing on low-latency sites, with many of its contracted sites achieving sub-10 millisecond latency, which is critical for their end customers [14][15] - The company is exploring opportunities in markets outside major metros, recognizing pockets of opportunity in areas like Northern Virginia [17] Company Strategy and Development Direction - The long-term vision is to build a large-scale data center platform that rivals Digital Realty and QTS, leveraging unique capital structures to facilitate growth [10] - The company aims to reduce customer concentration below 50% by 2028 through both organic and inorganic growth strategies [11][42] Management's Comments on Operating Environment and Future Outlook - Management highlighted the challenges posed by utilities, including the ability to change power agreements even after contracts are signed, which poses risks to data center operations [61][62] - The company is optimistic about signing new contracts to diversify its customer base and reduce reliance on a single customer, targeting significant EBITDA contributions from new deals [74] Other Important Information - The company achieved a 3700% internal rate of return (IRR) on a unique data center deal, which management believes is unprecedented in the industry [28] - The company is actively engaged with multiple hyperscalers and has undergone onboarding processes to position itself for future contracts [56] Q&A Session Summary Question: What is the company's long-term growth strategy? - The company aims to grow market share while maintaining attractive return profiles, recognizing the need to diversify its customer base and increase its footprint [36][37] Question: How does the company plan to manage customer concentration? - The company plans to add incremental customers and potentially crystallize value from existing data center builds to reduce exposure to large customers [40][42] Question: What keeps management up at night regarding data center capacity? - The primary concern is the unpredictability of utilities changing power agreements, which can impact the company's ability to deliver on contracts [61][62] Question: How does the company view the current demand from hyperscalers? - Management noted that hyperscalers have become more specific in their geographical requirements, moving away from broad demand to location-specific needs [31][32]

Financial Data and Key Metrics Changes - Roper Technologies has historically compounded total shareholder return (TSR) in the high teens and aims to achieve mid-teens cash flow growth going forward [2][9] - The company has shifted its focus to increasing organic growth, currently in the 7% to 7.5% range, with aspirations to reach high single digits over time [15][56] Business Line Data and Key Metrics Changes - Roper owns approximately 28 businesses that are leaders in their respective vertical markets, with a focus on organic growth and cash efficiency [3][4] - The company has implemented new leadership across its businesses to drive higher organic growth expectations and performance incentives [10][11] Market Data and Key Metrics Changes - The market for Central Reach, a recent acquisition, shows a significant demand-supply gap in autism spectrum disorder services, with 900 million hours of demand versus 300 million hours of supply [27] - The company is focusing on acquiring businesses earlier in their life cycle to capture growth and margin expansion opportunities [16][20] Company Strategy and Development Direction - Roper is transitioning towards a more strategic approach in its acquisition strategy, focusing on bolt-on acquisitions to enhance organic growth rather than opportunistic deals [33][35] - The company is leveraging AI and technology to enhance operational efficiencies and expand total addressable markets (TAM) [63][66] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to harness AI to improve business models and customer workflows, viewing it as an opportunity rather than a threat [62][64] - The company is committed to optimizing free cash flow compounding and believes that increasing organic growth will lead to stock price appreciation [56][59] Other Important Information - Roper has divested from energy and industrial businesses to reduce cyclicality in its portfolio, focusing on vertical market technology businesses with recurring revenue [46][49] - The company has established a continuous improvement function to support its businesses in identifying growth vectors and enhancing processes [13][14] Q&A Session Summary Question: How is Roper increasing its organic growth profile? - Roper has set higher expectations for its leaders and implemented new leadership to drive growth, with a focus on aligning incentives with performance [10][11] Question: What is the strategy behind the acquisition of Central Reach? - Central Reach was identified as a leader in the autism spectrum disorder market, providing mission-critical software solutions that enhance efficiency and revenue for clinics [25][26] Question: How does Roper view AI in relation to its business? - Management believes that AI presents opportunities for growth and efficiency, and they are actively integrating AI solutions across their businesses [62][64] Question: What is the approach to bolt-on acquisitions? - Roper prefers bolt-on acquisitions for their lower risk and synergy opportunities, moving away from opportunistic deals to a more strategic focus [33][35] Question: How does Roper evaluate potential acquisition targets? - The evaluation process includes assessing the target's approach to AI and its potential for workflow enhancement, ensuring alignment with Roper's strategic goals [73][74]