Applovin (NasdaqGS:APP) 2025 Conference December 02, 2025 12:55 PM ET Company ParticipantsMatthew Stumpf - CFOAdam Foroughi - CEOAdam Foroughi - CEOModeratorAll right, great. I think we're gonna go ahead and get started. I'm Steven Gee with the UBS US Internet team. Sitting to my left are the management team of AppLovin. We have founder and CEO Adam Foroughi, and CFO Matthew Stumpf. So thanks for coming, guys, and welcome to Arizona.Matthew StumpfThanks for having us.ModeratorThanks. Awesome. So let's put y ...

Pegasystems (NasdaqGS:PEGA) 2025 Conference December 02, 2025 12:55 PM ET Speaker0Awesome. Thank you, everyone, for being here today at the UBS Global Technology and AI Conference. My name is Roddy Sultan. I cover the mid-cap infrastructure software stocks here at UBS. Next up, we have Pegasystems, Ken Stillwell, COO and CFO, and Peter Curry, VP of Corp Dev, and Arun Narayanan as well. So, first of all, thank you very much for being here today.Speaker1Absolutely. Thanks for having us.Speaker0Awesome. Maybe ...

Block (NYSE:SQ) 2025 Conference December 02, 2025 12:55 PM ET Company ParticipantsNone - ModeratorOwen Jennings - Business LeadNoneA couple more people come in. All right. Let's get something out of the way as some people are finding their seats here. So we're going to start with a legal disclaimer. During this conversation, Owen may make forward-looking statements, including about Block's expectations for its financial performance that are subject to certain risks and uncertainties. The statements are base ...

Sagimet Biosciences (NasdaqGM:SGMT) FY Conference December 02, 2025 12:55 PM ET Speaker0Okay, let's get started. Welcome, everybody. With me is the management team of Sagimet Biosciences. Gentlemen, welcome. We have Dave Happel, did I pronounce that correctly? Dave Happel, CEO; Eduardo Martins, CMO; and Rob D'Urso, Senior VP of New Products. Gentlemen, welcome. Thanks so much for being here with us and making the trip down to Miami to speak with us. But before we kick off and delve into Q&A, maybe just give ...

Nasdaq (NasdaqGS:NDAQ) 2025 Conference December 02, 2025 12:55 PM ET Company ParticipantsSarah Youngwood - CFOConference Call ParticipantsAlexander Kramm - Senior Research AnalystAlexander KrammOnce again, Alex Kramm, Senior Research Analyst at UBS, covering exchanges and business services. And since I just said exchanges, we actually are delighted to have an exchange here today, although that may be a misnomer, but we'll get to that in a minute. But Sarah Youngwood, CFO of Nasdaq here, for the first time a ...

Lam Research (NasdaqGS:LRCX) 2025 Conference December 02, 2025 12:55 PM ET Company ParticipantsTim Archer - President and CEODoug Bettinger - EVP and CFOConference Call ParticipantsTim Arcuri - Managing Director and Semiconductors and Semiconductor Equipment Equity Research AnalystTim ArcherI was supposed to say that, Tim? Sorry. The mic just came on.Tim ArcuriWe're going to start. Good morning, good afternoon. I'm Tim Arcuri. I'm the Semi and Semi-Equipment Analyst here at UBS. Very pleased to have Lam Res ...

Central Garden & Pet Company (NasdaqGS:CENT) 2025 Conference December 02, 2025 12:45 PM ET Speaker0If you have any questions, please reach out to your Morgan Stanley sales representative. Brad, happy to have you here with us today.Speaker1Thank you.Thanks for taking the time. And so maybe just to kick it off, for those in the room who may not know Central as much as other staples companies, can you give us a little background on the company and how you think about it?Now, thank you very much for having us h ...

Molson Coors Beverage Company (NYSE:TAP) 2025 Conference December 02, 2025 12:45 PM ET Speaker0For you. Okay.I feel like.Great. Good afternoon, everyone. I'm Eric Serotta from Morgan Stanley's Beverages and Household Products and Tobacco team, and I'm very pleased to welcome Molson Coors back to our Global Consumer and Retail Conference. Before we begin, please see the Morgan Stanley Research website at www.morganstanley.com/researchdisclosures for important disclosures. And if you have any questions, you c ...

AxoGen (NasdaqCM:AXGN) FY Conference December 02, 2025 12:30 PM ET Speaker0All right. Hi, everyone. My name is Ana Renzi. I'm one of the associates on the med tech team here at Piper. Today we're pleased to have Mike Dale from Axogen, the CEO, give us a little presentation on the business. With that, I'll turn it over to you.Speaker1Thank you very much. Thanks to all of you for joining us today. Looking forward to sharing a little bit about our story. My name is Mike Dale. As she's mentioned, I've been with ...

TG Therapeutics (NasdaqCM:TGTX) FY Conference December 02, 2025 12:30 PM ET Speaker0For you, for those who don't know me, I'm Michael DiFiore, one of the Senior Biotechnology Analysts at Evercore ISI. I had the pleasure of hosting TG Therapeutics. With us today is Michael Weiss, CEO. Michael, welcome. Thanks for coming down to Miami to be with us.Speaker1Not so hard to get me to Miami.Speaker0I know you're local, but before we delve into Q&A, perhaps maybe just give us an overview of the business and what t ...