Datadog, Inc. (NASDAQ:DDOG) Barclays 22nd Annual Global Technology Conference December 11, 2024 12:50 PM ET Company Participants Yuka Broderick - VP, IR Conference Call Participants Raimo Lenschow - Barclays Raimo Lenschow Perfect. Thanks for joining us. We had one small change in the lineup. Yuka, thanks for still kind of doing this. David Obstler is sadly kind of ill at the moment. So, we kind of had like a last-minute change. Since Yuka and I have been going back for many years, I'm kind of very confiden ...

MongoDB, Inc. (NASDAQ:MDB) Barclays 22nd Annual Global Technology Conference December 11, 2024 12:15 PM ET Company Participants Dev Ittycheria - President & CEO Michael Gordon - COO & CFO Conference Call Participants Raimo Lenschow - Barclays Raimo Lenschow Welcome to our next section. Great to have -- the two of you on stage. Given that we just had Q3 results, maybe we start with actually like summary from both of you, like, how do you see the quarter play out? Like, what were the highlights from your pers ...

Lam Research Corporation (NASDAQ:LRCX) Barclays 22nd Annual Global Technology Conference December 11, 2024 11:40 AM ET Company Participants Tom O'Malley - CFO Conference Call Participants Doug Bettinger - Barclays Doug Bettinger Safe harbor to keep my attorneys happy. I don't plan to say anything that I haven't said on public record before, so don't be disappointed with that. But today's discussion may include forward-looking statements that are subject to risks and uncertainties. Actual results, results ma ...

Iron Mountain Incorporated (NYSE:IRM) Barclays 22nd Annual Global Technology Conference Call December 11, 2024 11:05 AM ET Company Participants Barry Hytinen - Executive Vice President and Chief Financial Officer Conference Call Participants Brendan Lynch - Barclays Brendan Lynch Good morning, everyone. My name is Brendan Lynch. I cover REITs here at Barclays. Very pleased to be joined by Barry Hytinen, CFO of Iron Mountain. Barry, thank you for doing this with us. Barry Hytinen Thank you, Brendan. It's gre ...

U.S. Bancorp (NYSE:USB) Goldman Sachs 2024 U.S. Financial Services Conference Call December 11, 2024 9:20 AM ET Company Participants Andrew Cecere - Chairman & CEO John Stern - Senior Executive VP & CFO Conference Call Participants Richard Ramsden - Goldman Sachs Group Richard Ramsden Okay. I'm delighted to welcome our next panelists. So we have Chairman and CEO, Andy Cecere of USB; and John Stern, who's the CFO. Andy has been in the CEO position since, I think, 2017. And I think you've been at this confere ...

AppLovin Corporation (NASDAQ:APP) Nasdaq London Investor Conference December 11, 2024 3:30 AM ET Company Participants Adam Foroughi - CEO Matt Stumpf - CFO Conference Call Participants Matthew Cost - Morgan Stanley Matthew Cost Yes. Thank you so much. Thank you, everyone, for being here. My name is Matt Cost, the Morgan Stanley U.S. Internet team, thrilled this morning to be joined by Adam Foroughi, the CEO of AppLovin; and Matt Stumpf, the CFO. Guys, thanks so much for being here. Adam Foroughi Yes. Good m ...

Sirius XM Holdings Inc. (NASDAQ:SIRI) UBS Global Media & Communications Conference December 10, 2024 2:15 PM ET Company Participants Jennifer Witz - Chief Executive Officer Conference Call Participants Batya Levi - UBS Batya Levi I think we're going to get started now. Thank you everyone for joining us. I'm Batya Levi with the Media and Communications team at UBS. And our next presenter is CEO, Jennifer Witz, for Sirius. Thank you so much for coming. Jennifer Witz Thank you for having me. Batya Levi Than ...

JPMorgan Chase & Co. (NYSE:JPM) Goldman Sachs 2024 U.S. Financial Services Conference December 10, 2024 12:20 PM ET Company Participants Richard Ramsden - Goldman Sachs Conference Call Participants Marianne Lake - CEO of Consumer & Community Banking Richard Ramsden Okay. So, in the interest of time, we're going to get started. I'm delighted to be joined by Marianne Lake. I think Marianne Lake is well-known to everybody here. She is the CEO of the Consumer and Community Banking Business at JPMorgan Chase. Sh ...

Flash | 06 Dec 2024 01:03:23 ET │ 13 pages China Healthcare Biosecure Act update: could be passed through NDAA; potential positive compromise CITI'S TAKE Based on media reports, the Biosecure Act is more likely to be passed in the near term, potentially as an amendment to the FY25 NDAA (National Defense Authorization Act). We believe the chance of legislation is high, as the Biosecure Act continues to have bi-partisan support (see link) and it would be hard to "walk back" the progress, in our view. The most ...

FICC Research Economics 6 December 2024 China Outlook Responds in tit-for-tat China bans exports of critical minerals to the US, suggesting increasing use of nontariff measures in retaliatory move; and MoF announced preference procurement policies for domestically made products. Next week, the annual CEWC will be in focus, though new package will likely be unveiled in March. This week saw further tit-for-tat semi export restrictions as part of the ongoing chip war between China and the US. At the start of t ...