Paycom Software (PAYC) 2025 Conference June 03, 2025 04:20 PM ET Speaker0 All right. Good afternoon, everybody. My name is Marc Marcon. I follow the Human Capital Technology and Solutions for Baird. Our next presenting company is Paycom, a growing SaaS provider of payroll and HCM solutions to companies with between 60,000 employees that's grown very rapidly over the years all on an organic basis with some of the best margins in the industry. It's one of my favorite American success stories. Chad Richeson, t ...

WNS (WNS) 2025 Conference June 03, 2025 04:20 PM ET Speaker0 Well, good afternoon, everyone. My name is Dave Koning. I'm a senior research analyst at Baird covering payments and services. Thrilled to introduce WNS. We have Dave Mackie here. He just said he's been at WNS for fourteen years. I've been at Baird for twenty three, so there's a lot of years involved. And WNS, a leader in business process management, recently reaccelerated really nicely getting back on track to normalize growth. And why don't I tu ...

AnaptysBio (ANAB) Update / Briefing June 03, 2025 04:15 PM ET Speaker0 Good day, and thank you for standing by. Welcome to the Rosneilimab updated phase 2b rheumatoid arthritis data update. At this time, all participants are in a listen only mode. After the speakers' presentation, we'll open up to questions. To ask a question during the session, you will need to press 11 on your telephone. You'll then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again. P ...

ThredUp (TDUP) FY Conference June 03, 2025 04:15 PM ET Speaker0 Retail, new platforms, luxury analyst. We're really thrilled to have James Reinhart here, the cofounder and CEO of ThreadUp. Who here has shopped at ThreadUp? Raise your hand. What was your experience like? What's your favorite part of ThredUp? Speaker1 Prices. Katie, Speaker0 what did you like about ThredUp? Selection. Selection? And what did you like about ThredUp? Speaker1 Value. Way in the back. Speaker0 And then what was your thoughts? Wel ...

Pure Storage (PSTG) 2025 Conference June 03, 2025 04:00 PM ET Speaker0 Everyone, thank you for joining us here at BFA's Global Tech Conference on day one. I'm Wamsi Mohan. I cover IT hardware and tech supply chain here. Delighted that you could all join us here. Also delighted to welcome Pure, Charlie Giancarlo, CEO with a long history in tech and obviously a experienced veteran both at Pure and and Cisco before that and can talk deep into tech and deep about the market. So we're looking forward to that con ...

Valvoline (VVV) 2025 Conference June 03, 2025 03:45 PM ET Speaker0 Good afternoon, everyone. We're gonna get started here with the last session of the day. Valvoline here, pleasure to have you guys with us today. Thanks for coming. Valvoline, for those of you that are not familiar, they are a leading automotive services platform. They offer oil changes as well as other preventative maintenance services. About 2,100 locations today, a little over half are franchised. With us today is President and CEO Lori F ...

Bio-Techne (TECH) FY Conference June 03, 2025 03:40 PM ET Speaker0 Thanks everyone for hanging with us towards the end of the day here. And thanks for joining us for the Biotechnology Management Presentation. My name is Matt Larue. Very happy to have CEO Kim Kelderman here and Dave Claire from IR is here as well. So thanks to them for joining us. I have two logistical comments. One, the breakout is in Maher on the Second Floor. And then second, for a list of our research disclosures and conflicts of interes ...

Dutch Bros (BROS) FY Conference June 03, 2025 03:40 PM ET Speaker0 In to the afternoon session. So really happy to have with us from today Dutch Bros. We have Christine Barone, CEO, and Joss Gensler, CFO. I'm Sharon Zackfia from William Blair. I should have said that to start, but we're getting late in day one. Hopefully, of you know Dutch. If you don't, I think you're going be really pleased with what you hear today. We're going to have Christine go over a little bit of a lay of the land and set the menu h ...

Dynavax (DVAX) FY Conference June 03, 2025 03:40 PM ET Speaker0 Analyst here at William Blair. Thank you all for coming, part of our forty fifth Annual Growth Stock Conference. Happy to introduce Dynavax and Ryan Spencer, CEO. We're to talk a little bit about the continued growth of HEPLISAV. It's been becoming a great business for the company and also, I think, a little bit of expansion opportunities that they're evaluating. Please visit williamblair.com for any and all disclosures. And with that, I'll tur ...

Rivian Automotive (RIVN) FY Conference June 03, 2025 03:30 PM ET Speaker0 Great. So, a lot to cover. We'll get right to it. Maybe just to kick off, RJ, since we are at a consumer conference, talk to us about what's led to Rivian's success in such a difficult industry where so many other kind of EV startups struggle to build a brand, to build demand. Kind of what set you apart? Speaker1 Yeah, I mean, uniquely in the transportation automotive space, you've got a product that's really complex in terms of the n ...