ThredUp (TDUP) FY Conference June 04, 2025 04:20 PM ET Speaker0 Nice. Military. I am Dylan Carden. I cover ThredUP for William Blair. There are disclosures on our website as it relates to compliance. We have James Reinhart, Sean Sobers, CEO and CFO respectively of the company. We're going to do this as a fireside chat, and let's begin. So because this is a generalist audience, I know you've been here several years, but, you know, every CEO should be able to pitch their business in two minutes. Just overview ...

Ingram Micro (INGM) FY Conference June 04, 2025 04:20 PM ET Speaker0 Thank you. Hi. Thank you all for joining. I'm Maggie Nolan. I'm the IT services analyst here at William Blair, and I cover a number of stocks including Ingram Micro. I'm required to inform you that for a complete list of research disclosures or potential conflicts of interest please visit our website at williamblair.com. So we're excited to have Ingram Micro with us today and to have the CFO Mike Zilis, thank you for joining us. He's going ...

Verrica Pharmaceuticals Inc (VRCA) 2025 Conference June 04, 2025 04:20 PM ET Speaker0 Good afternoon. Welcome to day one of the Jefferies Healthcare Conference. My name is Dennis Ng, biotech analyst here at Jefferies. I have the great pleasure of having Verica Pharmaceuticals here with us. We have CEO Jason Rieger. Welcome. So why don't we kick things off with just a brief background and overview about the company, where you are today, and just kind of what's been happening over the last few years, just sor ...

Carvana (CVNA) FY Conference June 04, 2025 04:20 PM ET Speaker0 Hi. Good afternoon. I'm Sharon Zackfia with William Blair. Thanks for joining us. Really happy to have with us today Mark Jenkins, who's the CFO of Carvana. Carvana has been one of the most explosive growth stories over the last several years. And I think the good news is we're probably in the early innings of seeing what this model can do over the longer term. It's clearly a huge TAM. Used cars are about 10% of all retail sales, and they're on ...

Verastem (VSTM) 2025 Conference June 04, 2025 04:20 PM ET Speaker0 One of the biotech analysts are here. Please join me and welcome Mr. Dan Patterson, CEO from Verastem for this FerroSat chat session. Welcome, Dan. Speaker1 Thanks. Great to be here. Speaker0 And congratulations on the recent approval for low grade SARS ovarian cancer. Before we get into details, maybe you could give us a brief intro for the company Verastem and this novel combo, the recent approval and your interesting pipeline. Speaker1 Su ...

Black Diamond Therapeutics (BDTX) 2025 Conference June 04, 2025 04:20 PM ET Speaker0 Good afternoon. My name is Farzin Hak, one of the biotech analysts at Jefferies. I'm happy to introduce Mark Vileka, CEO of, Black Diamond Therapeutics. This is a fireside chat format. Thank you for joining us today. Speaker1 Thanks Farzan. Pleasure to be here. Speaker0 For those who are new to the story, can you provide a short overview of your program? Speaker1 Sure. So Black Diamond is a precision small molecule oncology ...

Workiva (WK) FY Conference June 04, 2025 04:20 PM ET Speaker0 We good to go? All set? Okay. Well, thanks everyone who is here joining the room in person as well as those that are joining over the webcast. Before we start off, my name is Jacob Berge. I'm the research analyst here at William Blair that covers Workiva. And for a full list of our research disclosures please visit our website at williamblair.com. With that though, really excited to have Chief Financial Officer, Joe Clinton and Chief Strategy Off ...

Flex (FLEX) 2025 Conference June 04, 2025 04:20 PM ET Speaker0 Global Technology Conference. My name is Ruplu Bhattacharya, and I cover EMS companies, electronics manufacturing services companies as part of Bank of America's IT hardware and supply chain equity research team. Today, we have the team from Flex, and I'm honored to have CEO Revathi Advaithi here. Revathi, as you know, has joined the company. I think she joined in 2019, and she's done a phenomenal job on two fronts. One is, like, amazing job on ...

纪要涉及的公司 Elastic (ESTC) 纪要提到的核心观点和论据 公司业务概况 - 公司是搜索AI平台，帮助客户从非结构化数据中获取价值，聚焦搜索、可观测性和安全三个解决方案 [3][4] - 拥有数万名客户，超50%的财富500强企业使用其服务，受益于可观测性和安全领域的整合，且受到生成式AI的关注和推动 [4] 第四季度财报亮点 - 营收实现16%的同比增长，新披露的指标“订阅收入减去月度云收入”增长19% [5][6] - 运营利润率提高400个基点，自由现金流利润率达19% [7] 全年业绩指引 - 考虑到美国公共部门民用领域的宏观影响、中小企业业务的平稳以及宏观不确定性，给出较为保守的全年指引 [9][18][21] - 虽目前未看到宏观恶化的实际情况，但仍将其纳入考虑，公司有多种途径超越指引 [23] 各业务板块情况 - **公共部门**：受效率驱动和人员变动影响，交易周期延长，影响持续至今，但公司业务均衡，其他地区业务表现良好，弥补了该板块的不足 [14][16][26] - **中小企业业务**：月度云业务作为中小企业业务，过去一年基本持平，预计明年也不会有太大变化，占营收约12% [18][29] - **生成式AI业务**：已有多个生成式AI应用投入生产，如DocuSign的导航器和思科的客户支持服务应用，但整体应用层仍处于早期采用阶段 [51][52][54] 新指标披露 - 本季度披露两个新指标，“订阅收入减去月度云收入”反映销售团队业绩，“当前剩余履约义务（CRPO）”显示未来一年的业务情况 [6][36] - CRPO虽重要，但不能简单机械地用于预测未来收入，应结合其他指标综合考虑 [38] 销售策略与激励机制 - 销售团队按地理区域和客户细分组织，负责向客户销售Elastic平台的解决方案，根据客户需求推荐自托管或云服务 [41][43] - 激励机制主要基于新业务和拓展业务的预订量，云业务只是其中一部分激励因素 [47] 成本与利润平衡 - 过去三个季度增加了销售和营销、研发成本的投入，目标运营利润率约为16%，旨在抓住业务机会 [58][59][62] - 若宏观情况如指引所示放缓，公司将减少投资以提高运营收入；若有机会超越指引，则维持目标利润率 [61][62] 云业务情况 - 第四季度云净新增收入经调整后与上一季度表现相当，同比增长约24%，且随着云收入规模扩大，出现季度间的季节性趋势 [65][66] - 公司推动销售团队在自托管和云业务上取得业绩，重点关注“订阅收入减去月度云收入” [69] 销售团队表现 - 第四季度大客户账户表现出色，销售团队表现符合预期，虽年初调整带来一定影响，但后续表现良好 [70] 其他重要但是可能被忽略的内容 - 公共部门业务中，自托管和云服务都有涉及，但自托管业务略多 [28] - 新CFO对公司的研发实力和产品优势感到惊喜，认为单一代码库是强大的竞争优势 [75]

Endava (DAVA) 2025 Conference June 04, 2025 04:20 PM ET Speaker0 Alrighty. So good good afternoon. Thanks everyone for for joining today. My name is Tyler Dupont. I'm on the payments and IT services team here at BofA, and I am excited to have Endava CEO, John Cotterell, and CFO, Mark Thurston joining me for what I can only imagine will be a very productive and exciting discussion. Wanted to jump right in given we're limited on time. John, you've been with Endava since the beginning, so you'd be the perfect ...