The Real Brokerage (REAX) FY Conference June 03, 2025 03:00 PM ET Speaker0 All right, we'll get started here. So good afternoon. Thank you for joining for the Real Brokerage session. I'm Stephen Sheldon, an analyst in the tech group at William Blair covering real estate, including coverage of real brokerage. Please visit our website at williamblair.com for a complete list of research disclosures and potential conflicts of interest. So we're thrilled to have REAL back at our conference once again. It's been ...

Invitation Homes (INVH) 2025 Conference June 03, 2025 02:30 PM ET Speaker0 Does that make it I think that's official. So we got the green light. Alright. Well, welcome everybody to the 02:30 p. M. Company presentation with Invitation Homes. For those of you that don't know me, my name is Austin Wurschmidt. I'm covering residential healthcare and lodging analyst at KeyBanc Capital Markets. With me today, the executive management team at Invitation Homes. Directly to my left, we've got Charles Young, Presiden ...

Zscaler (ZS) Update / Briefing June 03, 2025 02:30 PM ET Speaker0 everyone. Apologize for the delay here. I would like to welcome you to Investor Relations Innovation Briefing at Zenith Live. We get started, please take moment to look at our safe harbor statements. Let's quickly go over the agenda after this. So we'll start off with some comments from Jay talking about the scale expansion. Jay, we'll have Adam will double into our SecOps strategy. After that, have special guest, Brian Byer, who is founder a ...

First Industrial Realty Trust (FR) 2025 Conference June 03, 2025 02:30 PM ET Speaker0 Thank you, everyone, for joining the First Industrial NAREIT session. My name is Ki Bin Kim, Senior REIT Equity Analyst and Managing Director at Truist. It is my pleasure to introduce the First Industrial management team, starting with my left, Peter Baszliki, CEO and Art Harman, Head of Investor Relations. And to my right, we have Scott Musil, Chief Financial Officer. We'll start off the session with some opening remarks ...

Digital Realty Trust (DLR) 2025 Conference June 03, 2025 02:30 PM ET Speaker0 Thank you all for joining us. My name is John Hovlik. I'm the communications infrastructure analyst for UBS, and I'm joined today by Andy Power, the president and CEO of Digital Realty Trust. Andy, thanks for being here. Speaker1 Thanks for having me. Speaker0 So we've got thirty minutes for for q and a, I have a number of questions I'm I'm gonna go through here. We we we are also gonna leave time at the end to, take questions fro ...

Mitek Systems (MITK) FY Conference June 03, 2025 02:20 PM ET Speaker0 In person and those that are listening over the webcast. Just to kick things off, my name is Jacob Reberge. I'm the equity research analyst at William Blair that covers Mitek Systems. For a full list of our research disclosures, please visit our website at williamblair.com. Okay. Now that we have that out of the way, really excited to have Ed West, chief executive officer of Mitek, and David Lyle, chief financial officer at Mitek, here wi ...

Summary of Box (BOX) FY Conference Call - June 03, 2025 Company Overview - Box operates in the content management industry, focusing on intelligent content management (ICM) solutions that enable enterprises to manage unstructured data effectively [3][4][5] Core Insights and Arguments - **Market Opportunity**: The importance of unstructured content is increasingly recognized by CIOs, with unstructured data comprising about 90% of enterprise content. This presents a significant opportunity for Box to leverage AI capabilities to unlock value from this data [4][5] - **AI Integration**: Box is well-positioned to integrate AI into its platform, enhancing content management capabilities and providing real-time insights. The company has been building on its architecture for two decades, which supports secure and compliant content management [6][9] - **Product Development**: The introduction of the Enterprise Advanced suite aims to capture value from new AI capabilities, with a focus on monetizing these opportunities. The company anticipates double-digit revenue growth and significant operating margin expansion over the next three to five years [9][10] - **Customer Growth**: Box's customer base of over 100,000 has grown by 8% year-on-year, with suite offerings now representing over 60% of revenue. The company is also focused on improving its net retention rate to 103% by the end of the year [10][11] - **Partner Ecosystem**: Box is investing in its partner ecosystem, particularly with systems integrators and independent software vendors (ISVs), expecting this segment to grow by about 20% per year [12][13] Financial Performance - **Revenue Growth**: The company expects overall revenue growth of 8% this year, with potential for double-digit growth driven by improved net retention rates and upselling to Enterprise Advanced [13][14] - **Cost Management**: Box has optimized its workforce by locating nearly half of its engineering team in low-cost locations, which is expected to contribute positively to operating margins [14][15] - **Free Cash Flow**: The company generated over $300 million in free cash flow last year, with expectations for mid-teens CAGR in the coming years, primarily used for share repurchases and strategic acquisitions [16] Emerging Technologies - **Automated Metadata Extraction**: This feature allows businesses to automate the management of content, improving efficiency and compliance. It can flag sensitive information and extract key data points from documents, enhancing workflow processes [17][26][27] - **Competitive Differentiation**: Box differentiates itself from competitors like Microsoft and traditional enterprise content management players by offering a comprehensive platform that manages the entire content lifecycle, ensuring better security and compliance [32][34] Strategic Focus - **Long-term Growth Drivers**: The company believes that pricing improvements will have a more significant impact on growth than seat expansion, with a price uplift of 20% to 40% when moving from Enterprise Plus to Enterprise Advanced [35][36] - **Customer Segmentation**: Box serves Fortune 10 companies across various sectors, including financial services and healthcare, emphasizing the importance of security and compliance in its offerings [38][39] Additional Insights - **Internal Efficiency**: Box is leveraging AI to improve internal processes, enhancing productivity and operational efficiency [15][18] - **Capital Allocation**: The company plans to gradually reduce stock-based compensation as a percentage of revenue while focusing on strategic acquisitions to enhance product innovation [16][17] This summary encapsulates the key points discussed during the Box FY Conference Call, highlighting the company's strategic direction, market opportunities, and financial outlook.

Rapid7 (RPD) FY Conference June 03, 2025 02:20 PM ET Speaker0 With that, I'll hand it over to Corey for a quick overview of the company, after which we'll have a fireside chat. Corey? Speaker1 Yep. A short overview of the company. But no, I want thank you all for coming today. Rapid7 is a cybersecurity company that's focused on helping organizations scale their security operations programs. Our observation on the market within it for a long time is that more and more companies are going be responsible for a ...

Kyndryl (KD) 2025 Conference June 03, 2025 02:20 PM ET Speaker0 Thank you all for joining us today. I am services team here at BofA. I'm joined by David Weisner, CFO of Kindredl, and what I assume will be a very productive and exciting half hour session. So, David, thank you very much for joining us. Speaker1 Oh, Tyler, thanks very much for for having me, for having us here at the the BofA conference. Great. So you've been Speaker0 with Kindrel since the IBM spin in in 2021. So maybe it might be helpful jus ...

Repligen (RGEN) FY Conference June 03, 2025 02:20 PM ET Speaker0 Everyone. Thank you for joining us for the repligen management presentation. My name is Matt Larue. I cover repligen here at Flair. I'm very pleased to be joined this morning by Olivier Lailleaux. Before we get to the presentation, I want to mention two things. First, the breakout session is in the Richardson Room on the Second Floor. And then second, I am required to inform you that for a complete list of our disclosures or conflicts of inter ...