Datadog (DDOG) 2025 Conference Transcript
2025-06-04 04:30
Datadog (DDOG) 2025 Conference June 03, 2025 03:30 PM ET Speaker0 Can you guys hear me okay? Yeah. So thanks everybody. This is the lunchtime keynote at the BofA Technology Conference twenty twenty five. Speaker1 I am Does that mean they've eaten already or not yet? Speaker0 They are eating in the process of eating and Okay. Yeah. Some have completed it. My name is Koji Ikeda. I'm one of the software analyst here at BofA, and I'm absolutely thrilled to have the CFO of Datadog, Dave Opsler, here for us for a ...
Weyerhaeuser Company (WY) 2025 Conference Transcript
2025-06-04 04:15
Weyerhaeuser Company (WY) 2025 Conference June 03, 2025 03:15 PM ET Speaker0 Alright. We are good to go and live for the webcast. So I wanna thank everyone for joining us for the three 03:15 session. My name is Buckhorn. I'm the Raymond James housing analyst also covering all residential REITs and timber REITs, that includes Weyerhaeuser. And really thrilled to be able to, to my left, I've got Devin Stockfish, the CEO and Davey Wohl, the CFO of Weyerhaeuser to talk timber and a lot of interesting things tha ...
Regency Centers (REG) 2025 Conference Transcript
2025-06-04 04:15
Regency Centers (REG) 2025 Conference June 03, 2025 03:15 PM ET Speaker0 start, Alan can color it up when I finish it. For as long as that I've been at Regency, which is I'll round up, nearing three decades. The grocery business is a really tough business, right? It's low margin business and our strategy has been consistent over those three decades, partner with the best operators. And the best operators continue to not just survive but thrive. And investing in the store experience, investing in servicing t ...
Boston Properties (BXP) 2025 Conference Transcript
2025-06-04 04:15
Boston Properties (BXP) 2025 Conference June 03, 2025 03:15 PM ET Speaker0 Alright. Thank you so much for joining us today. My name is John Kim with BMO Capital Markets. It's my pleasure to be hosting this presentation with BXT, formerly known as Boston Properties. With us today, Owen Thomas, Chairman and CEO Doug Linde, President and Director and Mike LaBelle, Executive Vice President, CFO and Treasurer. I think at this time, I'll just pass it off to Owen for opening remarks and why people should be invest ...
Revolve Group (RVLV) 2025 Conference Transcript
2025-06-04 04:10
Revolve Group (RVLV) 2025 Conference June 03, 2025 03:10 PM ET Speaker0 Okay. All right. I think we will get started. Welcome, everybody, to the REVOLVE presentation. I'm Mark Altradov, Senior Research Analyst from Baird. REVOLVE is a fashion retail platform targeting millennial and Gen Z consumers. The business includes the REVOLVE segment, premium apparel, footwear, accessories and beauty from third party as well as owned brands. And the FORWARD segment offers a curated assortment of luxury brands. I'm pl ...
Diodes (DIOD) 2025 Conference Transcript
2025-06-04 04:10
Diodes (DIOD) 2025 Conference June 03, 2025 03:10 PM ET Speaker0 All right. Well, good afternoon. Let's get started. I'm really still awake. I see some coffee. I'm Tristan Gerhard. I'm the senior semiconductor analyst at Baird. I would like to introduce diodes. Maybe they don't need an introduction but I'll do it anyway. So it's a leading supplier of analog and discrete solutions serving a variety of end markets. They've gained consistent market share over the past many years. And we're pleased to have with ...
JFrog (FROG) FY Conference Transcript
2025-06-04 04:02
JFrog (FROG) FY Conference June 03, 2025 03:00 PM ET Speaker0 Good afternoon, everyone. Jason Ader with William Blair. Very pleased to introduce the guys from JFrog. Ed Grabshad, the CFO, and Jeff Schreiner, VP of IR. Before we begin, I'm required to inform you that a complete list of research disclosures or potential conflicts of interest is available on our website at williamblair.com. Ed is going to go through some slides and then we'll have some time for Q and A. And then we'll have a breakout upstairs ...
Immix Biopharma (IMMX) Update / Briefing Transcript
2025-06-04 04:00
Immix Biopharma (IMMX) Update / Briefing June 03, 2025 03:00 PM ET Speaker0 Thank you for joining us for this Key opinion leader event following ASCO twenty twenty five oral presentation of NXC two zero one Nexicar two trial interim results in relapsedrefractory AL amyloidosis that's just concluded. Here's the requisite disclaimers. And here's the agenda for today's event. First part will be led by doctor Raza who who'll share the unmet clinical need in relapsedrefractory AL amyloidosis and current treatmen ...
Waystar Holding (WAY) FY Conference Transcript
2025-06-04 04:00
Waystar Holding (WAY) FY Conference June 03, 2025 03:00 PM ET Speaker0 I'm the health care services and HCIT analyst here at William Blair. So it's my great pleasure to be with Matt Hawkins from Waystar. This is the first presentation at the Growth Stock Conference for Waystar. Super excited to have the company here today. Sandy Draper is also in the audience. There he is in the back waving, who runs Investor Relations. He used to be a peer of mine. Worked with Sandy a lot over the years. So we're really ha ...
UL Solutions (ULS) FY Conference Transcript
2025-06-04 04:00
UL Solutions (ULS) FY Conference June 03, 2025 03:00 PM ET Speaker0 Alright. All right. Good afternoon, everybody. Thank you for being here. My name is Andrew Nicholas, and I'm the business services analyst here at William Blair. 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. With that out of the way, I'm very pleased to welcome UL Solutions here today. CEO, Jennifer Scanlon and CFO, Ryan Robinson, ...