Endava (DAVA) FY Conference Transcript
2025-06-04 04:00
Endava (DAVA) FY Conference June 03, 2025 03:00 PM ET Speaker0 Here. My name is Maggie Nolan. I'm a research analyst here at William Blair that covers IT services, including Endava. And we're very happy to have with us here today the CEO, John Cotterell, and the CFO, Mark Thurston. I am 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 Endava is a next generation technology services provider. We're goi ...
Penumbra (PEN) FY Conference Transcript
2025-06-04 04:00
Penumbra (PEN) FY Conference June 03, 2025 03:00 PM ET Speaker0 All right. Good afternoon, everyone. Thank you for joining us at the William Blair Growth Stock Conference, this year. My name is Margaret Kayser Andrew. I am medical technology analyst that covers Penumbra for Blair. For a complete list of research disclosures or conflicts of interest, please see williamblair.com. Before I'm going to turn it over to Adam, maybe I'll do just a short brief comment on our end. Penumbra has been one of our top nam ...
The Real Brokerage (REAX) FY Conference Transcript
2025-06-04 04:00
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 ...
First Industrial Realty Trust (FR) 2025 Conference Transcript
2025-06-04 03:30
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 ...
Zscaler (ZS) Update / Briefing Transcript
2025-06-04 03:30
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 ...
Digital Realty Trust (DLR) 2025 Conference Transcript
2025-06-04 03:30
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 ...
Invitation Homes (INVH) 2025 Conference Transcript
2025-06-04 03:30
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 ...
Box (BOX) FY Conference Transcript
2025-06-04 03:20
Box (BOX) FY Conference June 03, 2025 02:20 PM ET Speaker0 All right. Good afternoon, everyone. Thanks for joining us. I'm Jason Ader with William Blair. I'm pleased to introduce Dylan Smith, the CFO of Box. 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 dot com. Dylan is going to go through some slides and then we'll have some time for Q and A about fifteen minutes in. So thanks for bein ...
Kyndryl (KD) 2025 Conference Transcript
2025-06-04 03:20
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 ...
GLOBALFOUNDRIES (GFS) 2025 Conference Transcript
2025-06-04 03:20
GLOBALFOUNDRIES (GFS) 2025 Conference June 03, 2025 02:20 PM ET Speaker0 Good morning, everyone. Welcome to this session. I'm Vivek Arya from BofA's semiconductor and semi cap equipment team. I'm really happy that you could join us for the session and really excited to introduce the team from GlobalFoundries, Tim Green, CEO and Sam Franklin, the Senior Vice President of Finance, Operations and Investor Relations. And as usual, I'll go through a quick fireside format, my questions. But if you have anything y ...