Pacific Biosciences of California (PACB) FY 2025 Annual General Meeting June 04, 2025 12:00 PM ET Speaker0 Hello, and welcome to the Annual Meeting of Stockholders of Pacific Biosciences of California Inc. Please note that today's meeting is being recorded. There will be a question and answer session after today's meeting is adjourned. You can submit questions or comments at any time by clicking on the Q and A icon. It is now my pleasure to turn today's meeting over to Christian Henry, the President and Chi ...

财务数据和关键指标变化 - 截至2025年4月15日收盘，公司已发行、流通且有权在本次会议上投票的普通股数量为27,664,765股，有权投票的股东所代表的投票权超过本次会议可投票总数的72% [6] 各条业务线数据和关键指标变化 无 各个市场数据和关键指标变化 无 公司战略和发展方向和行业竞争 - 公司计划将大部分现金流投入业务和并购，并购是重要部分 [30] - 公司组织架构更加注重核心运营区域，推动业务在各区域的自主性和分散化 [26] 管理层对经营环境和未来前景的评论 - 汽车市场的不确定性和关税情况对公司业务影响不大，美国汽车销售情况良好，对公司业务有益 [32] - 公司在创新方面取得进展，制造和生产本地化提升了创新能力和速度 [26] - 公司对收购的意愿未变，但会更加谨慎和保守，不会大幅溢价收购 [33] 其他重要信息 - 会议提出四项提案供股东投票，包括选举五名董事会成员、批准任命德勤会计师事务所为独立注册公共会计师、批准高管薪酬、批准并采用2025年员工股票购买计划，各项提案均获多数票通过 [10][12][14][16][19][20] 总结问答环节所有的提问和回答 问题1: 是否考虑利用独立经销商的创意和内容进行营销，以及如何分配营销资金来放大这些内容 - 公司有利用客户创作内容的流程，通过Instagram等渠道进行推广，有时会提供产品支持内容创作，但难以量化具体支出，更多支出用于支持内容创作而非放大内容 [24][25] 问题2: 全球制造和生产本地化是否提高了公司创新新产品的能力和速度 - 答案是肯定的，过去五年公司建立了更强大的技术团队和产品团队，组织架构更加注重核心运营区域，推动了业务的自主性和分散化，使公司能够更快地根据不同地区的需求进行创新 [26][27] 问题3: 汽车市场的不确定性是否影响了收购环境，包括收购倍数、潜在对话数量和公司收购意愿 - 公司认为收购倍数是一个问题，部分目标公司的倍数过高，因此收购活动可能比预期少，但公司收购意愿未变，会保持谨慎和保守，不会大幅溢价收购，如果汽车行业出现更多困境，收购倍数可能下降，届时可能会有更多机会 [31][33]

Stifel Financial (SF) FY 2025 Annual General Meeting June 04, 2025 10:30 AM ET Speaker0 Hello, and welcome to the Annual Meeting of Shareholders of Stifel Financial Corporation. Today's meeting is being recorded. It is now my pleasure to turn today's meeting over to Ron Kraszewski, Chairman and CEO. Speaker1 Thank you, operator. Our Corporate Secretary, Mark Fisher, will introduce today's meeting and provide a quorum report. Speaker2 Today's virtual only meeting is a live audio webcast. Shareholders who hav ...

REV Group (REVG) Q2 2025 Earnings Call June 04, 2025 10:00 AM ET Company Participants Drew Konop - VP, IR and Corporate DevelopmentMark Skonieczny - President , CEO & DirectorAmy Campbell - Chief Financial OfficerPeter Benedict - Managing Director - Equity ResearchBrendan Shea - Senior Research Associate Conference Call Participants Michael Shlisky - Managing Director & Senior Equity Research AnalystJatin Khanna - Analyst Operator As a reminder, this conference is being recorded. I would now like to turn th ...

REV Group (REVG) Q2 2025 Earnings Call June 04, 2025 10:00 AM ET Speaker0 As a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Mr. Drew Conop, Vice President, Investor Relations. Thank you. You may begin. Speaker1 Good morning, and thanks for joining us. Earlier today, we issued our second quarter fiscal twenty twenty five results. A copy of the release is available on our website at investors.revgroup.com. Today's call is being webcast and a slide pre ...

Cohen & Company (COHN) FY 2025 Annual General Meeting June 04, 2025 10:00 AM ET Speaker0 Good morning, ladies and gentlemen. I am Lester Brofman, the company's Chief Executive Officer and Chairman of this meeting. On behalf of the directors and officers of the company, I welcome you to our twenty twenty five Annual Stockholders Meeting. This meeting is being held entirely online. The meeting was called to be held today on 06/04/2025 at 10AM. It is now 10:03AM, and I will now call the meeting to order. At th ...

HA Sustainable Infrastructure Capital (HASI) FY 2025 Annual General Meeting June 04, 2025 09:30 AM ET Speaker0 Morning, and welcome to the twenty twenty five Sustainable Infrastructure Capital Inc. Annual Shareholder Meeting being conducted via webcast. At this time, I would like to introduce Mr. Jeffrey Echel, Chair of the company's Board of Directors and Chair of this meeting. Good morning. Welcome to our twenty twenty five Annual Meeting of Stockholders via webcast, which is now formally called to order. ...

Urban Outfitters (URBN) FY 2025 Annual General Meeting June 04, 2025 09:00 AM ET Speaker0 Welcome to the two thousand and twenty five annual meeting of shareholders for Urban Outfitters Incorporated. Speaker1 Good morning. My name is Ona McCullough, Executive Director of Investor Relations for Urban Outfitters Inc. It is my pleasure to welcome you to the URBN Annual Shareholders Meeting. If If you are logged on to Lumi, the virtual platform, you will see the agenda for today's meeting on your screen. The ag ...

MarketAxess (MKTX) FY 2025 Annual General Meeting June 04, 2025 09:00 AM ET Speaker0 Ladies and gentlemen, welcome to the MarketAxess Annual Meeting of Stockholders. I would now like to turn the call over to Carlos Hernandez, Chairman of MarketAxess. Please go ahead, sir. Speaker1 Good morning, and welcome. It's now 9AM, and the MarketAxess Annual Meeting of Stockholders will please come to order. On behalf of the Board of Directors, I'd like to welcome you to our twenty twenty five Annual Stockholders Meet ...

HubSpot (HUBS) FY 2025 Annual General Meeting June 04, 2025 09:00 AM ET Speaker0 Good morning, and welcome everyone to HubSpot's virtual annual meeting with stockholders. I'm Laurie Norrington, chairperson of the board of HubSpot. The meeting is now called to order. I've asked Erica Fisher, HubSpot's chief legal officer and secretary, to record the minutes. I will now turn the meeting over to Yamini Rangan, our CEO, for the formal proceedings. Yamini? Thank you so much, Lori, and good morning, everyone. My ...